Host @day1globalpod 🌍 生而全球 on AI, Crypto, Stocks for CN Community | AI reshapes productivity, crypto rewires finance | Ex-Amazon, Ant Group | PKU
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Joined May 2021
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花了几天时间在 Claude 调整了一个「读美股最新财报更新研报」的 SKill，还让它自带我的投资 Mentor 模式
Circle 更新财报后，跟我说买入价格建议在 45 - 65 之间，如果没有建仓就别买，还是有点东西的
绝大多数输出内容还不错，就是不知道雷点在哪里
分析师朋友或者有类似需求的朋友，一起交流下😁
Ruby@Day1Global Podcast retweeted
Introducing Autonomous Monetary Infrastructure 🐐
For years, stablecoins promised global, instant money.
In reality, movement, yield and payments remained fragmented and inefficient.
It's time to fix the system:
cashmere.exchange
1/
🧵🧵🧵
The floor is in... we could go down another 10% in tech valuations, which would be the ultimate buy time for me.
Every spare dollar I can find in the couch goes into $tsla $SPCX $UBER $AMZN $SHOP $MSFT $GOOG and $AAPL
Here's what will happen:
1. The Dems are going to force us to exit Iran... President Trump will claim a Bush "mission accomplished!" and take the win for his legacy.
2. Inflation drops
3. Dems will come out in support of Data Centers and AI, in exchange for repealing tax cuts on the wealthy and some regulation on frontier models.
4. President Trump takes credit for brokering this deal and takes a second win for this legacy.
5. Ballroom reaches completion... @realDonaldTrump throws a year of ragers. Third win for his legacy
6. Pardon paloooooooza... autopen on fire.
7. Markets top tick and set new records.
Bookmark this... and @grok please remind me of this every 1st of the month @bot
陶哲轩认为 AI 的普及对大脑造成的影响，就像食物普及、饥饿解决之后的影响类似
现在我们需要关注食物的质量，用健身房代替体力劳动
很好奇将来头脑的健身房会是什么样的形态的？会不会也诞生一些连锁品牌🤔
TERENCE TAO SAYS AI WILL DO TO OUR BRAINS WHAT CHEAP FOOD DID TO OUR BODIES
for most of history life was the workout. then food got cheap and people had to start watching their diet on purpose
tao says thinking is next:
"you have to watch your mental diet, and you do have to maintain mental exercise"
MIT had students write essays with ChatGPT. minutes later 83% couldn't quote a single sentence they'd "written"
the ones who wrote on their own first and got ChatGPT later used it better, and their brain activity went up
the struggle before the answer is the part your brain keeps
an answer you didn't work for is easy to get and even easier to forget
would you let your kid use AI for homework from day one, or make them struggle first?
破次元壁了，这次是真 TradFi ✖️ DeFi
Druckenmiller 的第一条推文居然是投资 Trade(xyz)，欢迎 Hyperliquid 进美国
Ruby@Day1Global Podcast retweeted
Agent WiFu is coming 🤖💛
Mint date: October 30
Supply: 2,555
Price: FREE
Fill out the form and make sure the wallet you submit holds an Agent ID. We’ll take a snapshot to verify eligibility.tinyurl.com/4by7nwbv
Form closes in 15 hours ⏳
GM 尊敬的播客听友，iPhone Duo 用户 🤭
GM
我们即将迎来绿绿的一周
早安从 @day1globalpod 伴飞开始
听听 @cheryldchan 和 @Rubywang / @starzq 分享 RWA 收益来源。上次上海遇到了 Cheryl 竟然不知道她曾是南洋理工的 fintech 老师，失敬失敬👀
Mark
Bottom signal?
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
非常有用的安全自检排查 prompt，强推！
花了半天时间自查了自己连大模型和 agents 的各种登录账号、邮箱和权限
我用 Claude Code Opus 5.5 跑的，按照优先级挨个处理完毕，安心不少
👇
- go through my email and find all the services i’ve signed up for (including the ones i forgot about)
- use @-Browser or @-Computer to look through my connected apps and projects for old keys, unused integrations, and anything that could expose my data
- check my AI data. old connectors i don’t need anymore
- check my repos for vulnerable dependencies
- put it all in a google sheet i can comment on, with what’s at risk, how urgent it is, and what i should do
- 然后把结果和需要做的下一步用中文告诉我
lots of security issues, cyberattacks, and hacks this week 🫠
copy this prompt to figure out whats at risk:
- go through my email and find all the services i’ve signed up for (including the ones i forgot about)
- use @-Browser or @-Computer to look through my connected apps and projects for old keys, unused integrations, and anything that could expose my data
- check my AI data. old connectors i don’t need anymore
- check my repos for vulnerable dependencies
- put it all in a google sheet i can comment on, with what’s at risk, how urgent it is, and what i should do
From follow the traffic
To follow the agents
用什么来替代互联网的旧商业模式？这是未来五年最有意思的问题，Matthew Prince 在 Cloudflare Connect 2026 开幕 Keynote 给出了他们的答案：“先降负载，再给剩下的部分定价” 👀
在今年五月，Cloudflare 检测到的 Agent 流量已超过人类流量，按现在的趋势外推，五年后 Agent 流量会是人类流量的 1000 倍，人类在网络上会变成“舍入误差”。原因不是人类不再上网，我们的流量大体持平，而是越来越多的内容由 Agent 来替人去消费。
Agent 替你跑腿，但跑腿是有成本的，谁来支付这些成本？Matthew 举了“中午去哪吃饭”的例子。Agent 会去翻上千家餐厅的菜单，最后只有一家拿到生意，其余 999 家都承担了被抓取的带宽和资源成本，这是一个典型的公地悲剧。去年他关注的是新闻出版商流量断崖式下跌，Cloudflare 为此和全球最大的一批出版商合作，向 AI 公司争取补偿。
今年他更担心的是街角的熟食店和餐馆这类小商家。人类光顾小店，是因为老板记得你的名字，或者店就在回家路上，这些情感和便利的因素对 Agent 完全不起作用。Agent 时间几乎无限，也不被情绪左右，它会选信息最多的那一家，也就是最大的公司。如果不加干预，市场会走向集中，新进入者和小企业越来越难生存。
Matthew 对此给了两个具体抓手：
第一是“只抓取变化的内容”。Google 式的抓取不管页面变没变都会重抓，AI 公司照搬了这种做法，非常低效。Cloudflare 与 OpenAI 合作，主动告诉对方哪些页面更新了，从而降低整个生态的总负载，连 Google 也认同这个方向。
第二是“代理使用你的内容时，你要能收到钱”。他把这两点概括成一句话：先降负载，再给剩下的部分定价。最后他强调 Cloudflare 做不到独自完成这件事，需要伙伴一起定义这个可持续的未来。
如果这个设想成立，那么 Agent Payment 就是这个新商业模式中最重要的一环；另外，不同系统的 Agent 之间要能主动通讯和全局协调，降低无效查询负载，我们会有非常多的面向 Agent Infra 的新系统需要建设🤔
Ruby@Day1Global Podcast retweeted
Grok bot的力量。远远超出你我的想象。
如果是OpenAI ChatGPT是第一代AI产品，形态是 Chatbot；
那第二代 AI产品无疑是 Claude code，形态是 coding agent；
而到了2026，经历了 年初OpenClaw带动的“龙虾热”之后，work agent 和 personal agent逐渐成了 AI 领域的趋势和热点方向，在这方面，目前国内以 WorkBuddy、豆包工作版为代表；国外则是Meta旗下的 @Muse 和 @bot Grok bot更具生产力和想象空间。
之前一直听Day1global社群主理人 @Rubywang Ruby和茶水间群友聊，对Grok bot的价值还没引起重视，前段时间正好X推出了“三合一会员订阅”，开X平台蓝V顺带有cursor和Grok bot的权限订阅，这两天用了一下，惊为天人。
muse没用过没有发言权，但Grok bot的能力栈和丝滑程度远远超出了我之前的想象。
如果说之前的AI和用过的personal agent更多属于“初级实习生”，Grok bot在我眼中现在已经可以算得上“应届转正员工”了。
根据Grok bot登录页面的信息来看，Grok bot支持一系列自动执行和记录等等任务，这几天我只体验了下bot创建，但主要的功能已经很符合我的需求了：
1. 邮件管理和收发；
2. 新闻快讯整理；
3. 热点追踪撰文；
4. 运动健康管理；
5. 播客音频转录和信息整理以及资料补充。
很多事情，真的是你得 skin in the game 才能知道新生事物的作用和价值，虽然有种种未来隐患以及现在所谓“AI出现了，但是人类更累了、工作更多了”的批判，但是 agent 出现以及 Grok bot、muse、WorkBuddy这些集合类的工具，真的让我看到了一点AGI的雏形和曙光。
别的不多说了，兄弟萌，别说哥们没提醒你们，现在用AI就和90年代学打字、学电脑上网一样，越早越好、越快越好、越精通越好。
别到了2030年 AI已经接管社会了，你还在那咿咿呀呀地说这个规则/prompt怎么设定。
