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Just rambling on about the current price of coins. 1. Everyone's giving up and leaving, but I believe bull cycles are bound to return. 2. If you think about it objectively, the current situation isn't that bad, considering only Bitcoin and majors, excluding miscellaneous alts. 3. The protagonists of the 23-25 year bull cycle won't likely have much power in the next one. 4. The protagonists of every bull cycle narrative have always failed to make it to the next one. 5. Still, Hari seems different (BNB did well despite being the protagonist of the 21-year bull cycle; Hari = New BNB). 6. A new narrative will emerge somewhere, and even in a bear market, if a narrative emerges, it's advantageous to ride it without thinking. 7. Promising narratives seem to emerge at the very beginning of a bull cycle (like BRC and Pandora). 8. Even if you don't make it to the top of the narrative, you'll still be able to make a profit just by making it to the top 5. 9. I'm learning firsthand that halving is a god. Since the cycle says the market will remain bearish until around this fall, I'll have to resist the temptation of any scam moves. 10. The problem is that it's 27 years. Once taxes are introduced, we'll likely need to change our airdrop strategy. 11. Registering as a business, deducting ad creation expenses, and filing taxes may become the default. 12. I think something like Hari will emerge during this bear market, but I'm not sure if it will be through an airdrop. (It could just be an ICO.) 13. Surprisingly, the Crypto Perp system seems to have a great UX in many ways. 14. The Stock RWA Perp seems to make leverage really easy for retailers to access (I'm not sure if this is a good thing.) 15. I think the Stock RWA Perp will grow bigger than the Coin Perp. 16. Crypto x AI is trying hard in various ways, but if you approach it from a functional/infrastructure perspective, it seems like a losing battle from the start. 17. Approaching it from the perspective of censorship resistance/decentralization seems like the only way to make a dent. 18. However, it seems like there aren't many teams building with that ideology in mind. I'm just writing this down as a memo, so take it with a grain of salt.
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★★February 9th Major Newspaper Headlines★★ 《Economy》 ☞Nuclear power plants, shale oil, power grids… Coordination underway for first US investment… Collaboration card considered under US pressure…Budget and delivery schedule considered optimal for Korean nuclear power plants…Profitability likely to decline with US-style reactors…Participation in shale gas power generation project discussed…Demand for AI-driven ultra-high voltage transformers surges ☞Industrial robot exports plummet 35%…“Now is the time for K-robots to prove themselves”…Domestic demand and SME-centric structure hinder growth…Market cap increases on expectations of humanoid growth…Export market share falls behind Japan and Germany…Monthly production capacity falls behind China, exports fail to exceed $100 million for eight consecutive quarters…Re-examination of domestic demand-centered industrial structure necessary ☞Lower-income families face Lunar New Year burden… 28 welfare benefits, including livelihood and housing benefits, to be paid early... The Ministry of Health and Welfare will pay them on the 13th, seven days earlier than the regular payment date... 28 benefits, including disability benefits, disability pensions, and child support allowances for adopted children ☞ Mars's expected boom... SIs and FIs eye even shipyards facing closures... Pavilion PE joins in the acquisition of K Shipbuilding... At least a three-way battle with Taekwang Industrial... Gunsan Shipyard partially resumes operations... Behind-the-scenes contacts regardless of HD Hyundai's intentions... Potential targets include Hyundai HIMS and STX Engine ☞ SOS calls to conglomerates as squid stocks dry up... Pollock fishing boats were even dispatched to South America... Korean Peninsula's fishery catch plummets due to global warming... Protecting small and medium-sized deep-sea fishing industries has been prevented from entering large corporations, but there are limits. 《Finance》 ☞ "This can't be happening... It's been halved." Bitcoin has its worst week in three years... It plummeted to half its peak, but rebounded, still 25% below last week... "Emerging alternative investment destinations, weakening scarcity, wash effect, diluting Trump's weak influence." ☞ Despite record-breaking current account surplus, why is the exchange rate soaring? "Surge in overseas investment is the cause."... The semiconductor effect led to a $123 billion surplus... Overseas investment led to a $133 billion outflow... KOSPI 5000 and RIAs' U-turn... "This year could be different." ☞ Seohak ants holding tech stocks despite AI fears... MS is being heavily bought... Amid a plunge in tech stocks in the US stock market... Net buying of $2.6 billion over the past week... Including Micron, Tesla, and Alphabet ☞ "After surpassing Germany, it's now surpassing Taiwan"... The Korean stock market rises to 8th place in the world in market capitalization... The KOSPI 5000 changes its weight class... The Korean stock market surpasses Germany and Taiwan... Performance pushes it, and foreign investors place bets... "Even with a correction, the trend remains valid" ☞ 5,000 won is someone else's story... Unpaid bank loans snowball... Interest rate hikes and the cessation of COVID-19 government support... Loan delinquencies for the self-employed and SMEs increase 《Business》 ☞ LG Display's counterattack... Samsung to Compete with Chinese LCDs with 'Half-Price OLED'... Up to 40% Cheaper Entry-Level Models Launched... Targeting the Olympics and World Cup this year... Mass Production of Five Models, Including 48-83 Inches, in the First Half of the Year... Superior Performance at Chinese LCD Prices ☞ Samsung to Begin Mass Production of HBM4 for NVIDIA This Month... Samsung Electronics Expected to Begin Mass Production as Early as After the Lunar New Year Holiday... Samsung, After HBM Lagging Behind, Turns the Table with HBM4 Strategy ☞ '60 Trillion Won Wave' Sweeps Over the Weekend... Bithumb's Misdirect Payment Incident... 620,000 Bitcoins Wrongly Sent... Price Plummets Due to Selling 1,788 Coins... Financial Authorities Deploy an Inspection Team ☞ From Electric Vehicles to ESS... The three major battery companies are accelerating a major shift in North American production... LG Ensol secures four ESS bases, both sole and joint, in North America... Samsung SDI plans to produce LFP starting in the fourth quarter, following its NCA plant... SK On is considering ESS battery production at its Tennessee plant. ☞ "Will win a 10 trillion won US self-propelled artillery project"... Hanwha's local production strategy... K9 self-propelled artillery and K10 ammunition transport vehicle... Local production to meet US demands... Arkansas ammunition plant to begin construction next year... Hanwha Philly and Austal to invest further... Nuclear submarine construction in the US is fully possible. 《Real Estate》 ☞ Four out of five young people in Seoul don't own a home... Record-high number of people in their 20s and 30s owning a home... Youth homeownership rate in Seoul reaches 17.9%... Average monthly rent and interest rates for young people rise simultaneously... Housing permits and permits are at a 17-year low. ☞ The Gyeongbu axis is brimming with positive factors from the GTX and semiconductors... Suji and Yeongtong's new housing prices are on the rise... Transactions exceeding 100 million won are on the rise... Emerging as an alternative to the Han River Belt... Remodeling is booming due to the large number of aging complexes... Bundang Neuti Village 4 Complex opens for subscription next month... Suji pushes for Samsung 2nd reconstruction ☞ Multi-home regulations are a blow to shared housing companies... Co-living startups specializing in rentals... 0% LTV applied... Loans blocked, high comprehensive real estate tax for three or more homes... Nothing left after paying taxes... Market doubles as young people seek alternative housing options, but faces collapse ☞ Seniors, facing increased tax burdens, are starting to put their properties on the market... Buyers are disappearing, saying "further decline"... Gangnam is seeing a surge in quick sales... Market turning point due to pressure from Lee's capital gains tax... Hyundai 3rd Complex in Apgujeong has seen a 47% increase in listings in a month... Hold on, win, and the market is in a "now is the time to sell" mood ☞ Sell, hold on, or gift... Multi-homeowners are becoming increasingly concerned... A man in his 50s renting four units has decided to sell all but one... A person owning two homes in Seoul has decided not to sell for the time being... Even gifting becomes complicated due to acquisition and gift tax burdens... Costs are being passed on to tenants, and deposits are being raised. 《Society》 ☞ Pocheon City reports second outbreak of African swine fever (ASF) at a pig farm... All-out efforts to prevent the spread and prevent early quarantine. ☞ "The era of raiding law firms without warrants is over"... Attorney-client confidentiality privilege first legislated... 10 years of law firm raids and search and seizures put an end to the debate over defense rights... The right not to disclose client consultations... The US, Germany, and France have already codified... "Now we have a level playing field with the prosecution"... Defending against warrantless administrative investigations is possible. ☞ Thousands flocked to Samsung, but... Despite 'free tuition,' there are now zero applicants... Polarization in contracted departments... Major universities see a surge in applications, while regional universities fall short... Three regional universities have no regular admissions... The wage gap has widened, leading to a concentration of large corporations... Only 5% say they will go to small and medium-sized enterprises... "We must first create quality jobs" ☞ Amid concerns over reignited legislative conflict, the decision on increasing medical school enrollment is imminent... The 10th is a watershed moment... The government and the medical community remain adrift, unable to find common ground... Opposition from the medical community remains strong, raising the possibility of collective action... The 10th hearing is expected to be a watershed moment for medical policy decisions. ☞ "The price is what you pay": Seoul accommodation prices triple for BTS's Gwanghwamun concert... Already fully booked... Despite promises of crackdowns, they are still "gut-busting"... Accommodation prices skyrocket for BTS performances, raising concerns about "backdoor administration"... Airline tickets soar by 60%, accommodation costs soar by 300%... BTS concerts, a mega event, send tourism prices soaring in Seoul 《International》 ☞ "US prepares additional arms sales to Taiwan...China may cancel Trump's visit to China"...FT reports, citing sources... "Possible value of up to 29 trillion won"... Some speculate that the announcement could be postponed until after Trump's visit to China in April" ☞ US-Iran negotiations remain on the offensive... "The road ahead will be rough, depending on the position"... Iran: "Uranium enrichment is our right"...US: "Additional tariffs on countries that do business with Iran" ☞ US military plans to deploy four nuclear submarines in Australia... "Key checkpoint for China"... US military increases access to the South China Sea and Taiwan Strait... Australians protest over claims of "infringement on sovereignty" ☞ Zelensky: "US sets June deadline for Russia-Ukraine peace talks"... "Ukraine accepts US proposal for Miami summit next week"... Russia: "No Proposal"... "US-Russia Discuss $12 Trillion Economic Agreement... Cannot Support Agreement Excluding Ukraine" ☞ China, the Nation of Engineers... A Rush of Engineering PhDs Earned for New Technology Degrees Instead of Dissertations... Aiming to Train Engineers to Address Technology Bottlenecks... First "Practical PhD" to be Produced in September 2025... Nature Draws Attention: "At Least 11 Degrees Earned"
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[Musk 3-Hour In-Depth Interview] "Within 3 Years, the Cheapest AI Will Be in Space... Optimus is a Machine That Will Create Infinite Wealth" Elon Musk made a bold prediction: "Within 3 years, space will become the cheapest place to run AI due to Earth's power shortage." He outlined a blueprint for creating infinite wealth by launching 10,000 Starships to build a massive computing network in space, developing "digital humans" with xAI, and mass-producing the humanoid robot "Optimus." In a three-hour conversation with Dwarkesh Patel and John Collison (Stripe co-founder) on February 6th, Musk presented a more specific and aggressive vision than ever before regarding the synergies between his businesses and future revenue models. -------------------- 1. "Within the next 36 months, space will be the cheapest place to deploy AI." The market is skeptical about the continued growth of AI computing power. However, Musk is confident that within 36 months, or as early as 30 months, space will become the most cost-effective location for AI deployment, and that the gap will only widen. He pointed out the imbalance between the stagnant global electricity production (excluding China) and the explosive growth of chip production. "Chips are being produced exponentially, but power production remains stagnant. What are they going to power those chips with? Is there some kind of magical energy source? Or are they going to summon some kind of electric genie?" Musk predicted that by the end of this year, when the chip supply is fully available, we will be left with "mountains of chips sitting idle, unable to plug them in." The solution he proposed is "space." In space, there is no day or night, no clouds, and no atmospheric obstruction. Solar energy is five times more efficient than on Earth, eliminating the need for expensive energy storage systems (ESS). A quick calculation reveals that the cost-effectiveness of space data centers is orders of magnitude higher than on Earth. When asked what would happen if a GPU fails in space, he coolly replied: "The question is how modern the GPUs are. From what we've seen so far, they can withstand quite well in space." -------------------- 2. "In five years, the AI capabilities we launch into space will surpass the entire Earth." Musk's goal is mind-boggling. "In five years, the AI computing power we launch into space every year will exceed the combined AI computing power of all AI computing on Earth." This plan requires placing approximately 100 gigawatts (GW) of solar panels and servers into orbit each year, equivalent to 10,000 Starship launches. As Dwakesh Patel puts it, "That's almost like launching a Starship every hour." This signifies SpaceX's evolution beyond a simple rocket company into a "mega-infrastructure provider" for the AI era. -------------------- 3. The Future of xAI: "Digital Employees" in a Trillion-Dollar Market How will xAI make money? Musk pointed to "digital human emulation," an AI that performs all the tasks a human sitting in front of a computer can perform. He defined big tech companies like Nvidia and Apple as essentially "digital output" companies that transmit files and blueprints. If a digital human, a "digital version of Optimus," is completed, its market value will reach trillions of dollars (hundreds of trillions of won). "If digital human simulation isn't solved by the end of this year, that would be even more surprising. It's the technological limit we can reach before building physical robots." Musk attributed xAI's competitive edge to its "overwhelming speed in hardware construction." While competitors struggle to secure parts, xAI's strategy is to leverage the capabilities of Tesla and SpaceX (e.g., completing the supercomputer "Colossus" in 19 days) to build an unsurpassable computational barrier. -------------------- 4. Optimus: A Source of Infinite Wealth and the Last Hope for American Manufacturing Musk described the humanoid robot Optimus as an "infinite money printer." Intelligence, chip performance, and mechanical movement are all rapidly increasing, and once a low-cost structure for robots to build robots is established, the economy will expand explosively. He emphasized that Optimus is not only a growth engine for Tesla, but also a crucial factor in the survival of American manufacturing. Musk praised China's manufacturing capabilities, acknowledging that in areas such as basic mineral refining, China is "twice as powerful as the rest of the world combined." "If the US fails to achieve groundbreaking innovation, China will utterly dominate us. We can never outnumber China, which has four times the population. But what if we face them with robots? That's a fight worth fighting." -------------------- 5. "If the supply chain can't keep up, we'll build it ourselves"... Musk's plan for his own TeraFab The current supply chain (transformers, chips, turbine components, etc.) is too slow to realize this ambitious plan. That's why Musk proposed building a "TeraFab" (a terawatt-class chip factory). Own semiconductor factory (TeraFab): Rather than waiting for TSMC or Samsung to bottleneck us, he'll build it himself. This is especially true for producing "space chips" that can withstand radiation and extreme heat. "I'll figure out how to build a factory. I've never built one before, but I'll get there eventually." Internalization of energy equipment: SpaceX and Tesla also hinted at the possibility of manufacturing gas turbine components, which have been a contributing factor to the delay in power plant construction. -------------------- [Summary and Conclusion] At the end of the interview, Musk said, "I'd rather be optimistic and take on challenges and be wrong than be pessimistic and be right." What Musk presented to investors wasn't a simple performance goal. It was a massive industrial ecosystem that connected Earth and space, and united energy and artificial intelligence. While the technical difficulty is extremely high, his direction is clear: "If we want to advance human civilization (Kardashev scale), the only way is to go into space and directly harvest solar energy." wallstreetcn.com/articles/3765...
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Openclaw Windows Installation Guide There's been a lot of talk about Openclaw these days. From my experience as a non-developer, I've found it very easy and useful. However, this also means there are risks associated with transferring a lot of privileges. If you're careful about security, it can be a very convenient tool. Also, from my perspective as a Coinler, I think the barrier to entry for Node and CLI-based tasks will be significantly lowered. While I haven't tested it extensively, it's faster than doing it manually. I didn't use a VPS, but rather a laptop. It's connected to a router and doesn't use port forwarding, so it's more secure than a VPS in terms of network security. Also, since most people can't use local LLMs and must use cloud LLMs, it's crucial to never enter sensitive information like API keys when interacting with bots. This Openclaw installation guide will be based on using a free LLM. Since we'll be using Google's AntiGravity, a Google account is required. :) I'm not sure if a free account is sufficient, but it's usable. Google Pro users can continue using AntiGravity for a reasonable fee. (It seems the limit resets every 5 hours. The free trial period is for a week.) Those with heavy usage can purchase and use the API of their preferred Cloud LLM. Let's get started. * Creating a Telegram Bot First, you need to obtain your own bot ID in Telegram. • Search for @BotFather in the Telegram search bar to start a conversation. • Type /newbot. • Enter a name for your bot. (Example: My AI Assistant) • Enter a username for your bot. (Must end with "bot", e.g., testclawd_bot) • Once creation is complete, save the HTTP API key (in the format 00000000:xxxxxxx) in a separate notepad. 1. Run PowerShell with administrator privileges (You must have administrator privileges!!) 2. Installation: Enter the following command to check and install all necessary components, including Node. (Refer to the documentation) iwr -useb openclaw.ai/install.ps1 | iex 3. Configuration • Yes • QuickStart • Google • Google Antigravity OAuth • When the browser window opens, log in with your Google account. • google-antigravity/gemini-3-flash • Telegram (Bot API) • Enter the HTTP API value you received from BotFather. • No • Do this later • Yes 4. Open a new command prompt. openclaw gateway start 5. Connect your bot to Telegram • Find your bot in Telegram (I created mine as testclawd_bot). • Start a conversation and you'll be given a pairing code. If the code is 1234, enter the code below in the command prompt. Openclaw pairing approve telegram 1234 • Once connected, talk to the bot on Telegram and it will respond. (It may take some time, so if you don't get a response, try again in about 5 minutes.) * To restart, simply type "openclaw gateway start" at the prompt. * After completing the installation, send a message via Telegram to install WSL, etc., and everything will run smoothly. * Basic information is saved in C:\users\user\.openclaw\workspace. • USER.md: Information about K (name, characteristics, preferences, etc.) • IDENTITY.md: My identity (name, emoji, personality, etc.) • SOUL.md: My behavioral principles (speech, attitude, core guidelines) • MEMORY.md: Long-term memory storage (key information to remember for a long time) • memory folder: Conversation summaries by date * How to delete • openclaw gateway stop • openclaw gateway uninstall • npm uninstall -g openclaw • Press WIN + R, then enter "%USERPROFILE%" and delete the .openclaw and openclaw folders. Security is always our top priority. Please use extreme caution when using this tool. 🫡
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Holding or staking $BASED provides the following benefits across the Based platform (subject to program terms and conditions and subject to future changes): • Discounts on trading and prediction market fees • Based Visa debit card rewards (up to 8% cashback, subject to program terms) • Increased card limit based on holding tier • Reduced on- and off-ramp fees • Discounts at Based Mall affiliated merchants • Access to the project launch pool • Spending credit for future agent-based functionality $BASED can also be used as a means of payment in Based Mall, allowing users to purchase products at discounted prices using $BASED while paying with stablecoins. $BASED also supports the platform governance mechanism (where applicable) and is designed to allow token holders to participate in the direction of the platform. Supply The total supply of $BASED is fixed at 1,000,000,000 (1 billion). Allocation Structure Total allocation ratios are as follows: Community: 360,000,000 Ecosystem & Community Rewards: 236,400,000 Investors: 203,600,000 Core Contributors (Team): 200,000,000 Genesis Distribution — 360,000,000 $BASED Based's genesis distribution is targeted at users and partners who have contributed to the ecosystem. The goal is to distribute tokens to early and existing community members and encourage ongoing participation. Community Allocation (36%) Details 23.5% of Total Supply (235,000,000) • Season 1 and 2 Points Campaign Participants • PUP Holders • BasedPal NFT Holders • Launch Partners who supported the TGE → Claimable immediately upon opening of claiming (target: March 2026, not yet confirmed), no vesting 7.5% of Total Supply (75,000,000) Allocated to the Ethena community as a reward for HyENA collaboration and strategic investment Eligibility requirements and claiming method will be announced separately by the Ethena Foundation 5.0% of Total Supply (50,000,000) For Season 3 Participants Season 3 ends May 4, 2026 Claimable on May 11, 2026, no vesting Washed to prevent fraud Anti-sybil filtering, including trading and selfering, will be applied, and any undistributed tokens will be transferred to the Ecosystem & Community Rewards Pool. $BASED By participating in the token distribution, claiming airdrops, or acquiring tokens, you acknowledge that you are responsible for complying with all applicable laws and regulations (including tax reporting and payment) in your jurisdiction of residence. Original link
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