Had an in-depth talk with @TheBonnieChang during @token2049 on AI, semiconductor value chain, data centers and how I am building the future of Agentic Trading and finance. > I am bullish the long arc of AI development, it’s definitely a singularity in human history; an opportunity that one should not miss > I am sure short term AI valuation correction is due, especially after Anthropic IPO gets under the light - implied margins and the market size domino will reshuffle; repricing is due > I am bullish TMSC as they are the dominant player in the world for semiconductor manufacturing and advanced processes, but remain my view on a 5-10 year move manufacturing back to US headwind that will reshape global semiconductor supply chain dynamics > I believe Agentic trading is shifting from a co-pilot experience to an auto-pilot experience; 6-12 month of time, humans would be comfortable allocating 1-5% of their assets for agents to manage > I believe alpha still comes from humans. Agents help one capture beta, and assists one in getting professional trader skills that are often the boring and time-consuming, e.g., keeping a trading journal and minding exists for proper risk control > I believe the future of trading is a combination of not taking the trill away for trading the 100x, while providing the infra for those that seek 10% with minimal drawdown - either way agents are there to personalize this experience for you

Bitcoin, TRON and Ethereum all rely on mathematics. Speaking with @TheBonnieChang, @justinsuntron explains why he wants to give back to the field through #JustinSunPrize#. Watch the clip 👇

The Lonely Childhood That Made Justin Sun (@justinsuntron) a Billionaire 00:00 Trailer 01:13 What's the Justin Sun Prize? 05:50 Is math Justin's favorite subject? 06:48 Quantum Threat Day (Q-Day) 07:22 Bitcoin upgrades too slow to stop threats 09:51 USDT on TRON 12:41 Any regrets backing Trump's family crypto project? 13:34 Lonely childhood 16:25 Forced to grow up fast 18:09 Extreme loneliness is total freedom 19:05 Surviving completely solo since age 9 21:03 Space travel 21:39 Best marketer ever? @trondao

Hong Kong showed up. 🇭🇰 From conversations across @Bitcoinconfasia to @justinsuntron taking the stage, it was a full day discussing digital assets, and the future of global finance. Until next time. 🔻

Bitcoin becoming a reserve asset would move the conversation far beyond price. It could change how nations and institutions store value, manage risk and allocate capital. Earlier today at @Bitcoinconfasia, @GracyBitget, CEO of @bitget, joined @TheBonnieChang to discuss what that shift could mean for the global financial order.

H.E. @justinsuntron joined @TheBonnieChang on the Nakamoto Stage at Bitcoin Asia to discuss institutional adoption, global capital flows, and Bitcoin’s growing role across the financial system. 🇭🇰

An invisible economy is already forming. @ysiu joined @TheBonnieChang and @davidlin_TV to discuss how agentic AI marks a fundamental shift in how value gets created and exchanged. AI agents that book flights, execute trades, and manage schedules autonomously will generate an entirely new layer of economic activity, what Yat calls "ghost GDP." As agents begin transacting with each other, new industries will emerge. They will be built not for the average human consumer, but for AI agents. The implications for the workforce are equally significant. It is shifting from performing tasks directly to orchestrating fleets of AI agents. In creative fields, value will come less from technical execution and more from vision and taste. Revisit the full conversation:

Arthur Hayes (@CryptoHayes) : "I Sold Everything." Here's why. He reveals his 3 bold predictions: -Scenarios that could trigger an AI bubble burst -The timeline for the crash -How Trump’s midterm strategy could trigger a massive selloff Arthur Hayes (@CryptoHayes) 為何已經清倉AI股票跟加密貨幣，現在選擇空手？ 本集我們討論： -AI泡沫終將破掉的三大原因和時間點 -科技公司的狂熱估值注定無法延續 -川普可能為了期中選舉，做出讓人無法理解的決策。 這集聽他的三大預言，精采佐證論述！ 👇🏻MUST WATCH

Americans are building Bitcoin infrastructure, but the impact reaches every corner of the world. For the billions living under instability and hyperinflation, Bitcoin can be the first truly free currency they have ever had access to. American Bitcoin is proud to help power that network. 🇺🇸 #ABTC# @TheBonnieChang

NEW Eric Trump (@EricTrump) on Bitcoin, AI, business, and family. @davidlin_TV and I asked him about: 00:00 The New Fed Chair, Energy, and Crypto’s Future 02:36 Can America and the World Win the Crypto Race Together? 04:22 Why Bitcoin Mining Is Moving to America 06:19 Growing Up with Trump: The Art of the Deal 07:14 Inside American Bitcoin’s Strategy 08:04 What Would Make You Sell Bitcoin? 09:18 The Two Biggest Races in Bitcoin 10:12 How Debanking Changed Trump’s View on Crypto 11:45 Eric Trump’s Favorite Childhood Memory of President Trump 12:23 Does Trump Say “I Love You” at Home?

Key to winning: Choose to be positive and grateful. Then, just keep at it. Time is the great compounder and will do the rest. So many people just don’t have the discipline to stay positive and grateful. Then time compounds the bitterness instead.

Watch @saylor 's latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026. A Master Class. 0:00 - Strategy’s Bitcoin sale controversy 0:15 - Why Strategy may sell Bitcoin 2:42 - “Never sell your Bitcoin” explained 4:19 - How Strategy buys more Bitcoin than it sells 6:12 - Michael Saylor’s Bitcoin accumulation philosophy 7:45 - Using Bitcoin liquidity and market arbitrage 9:49 - Responding to Ponzi scheme criticism 12:07 - STRC trading patterns and Bitcoin buying 13:28 - What really drives Bitcoin’s price 16:34 - Bitcoin, macro risks, and Fed policy 18:21 - Bitcoin as digital capital and digital credit 20:29 - Strategy’s dominance in preferred stock issuance 21:45 - AI, digital credit, and Bitcoin’s future 23:13 - Saylor’s childhood inspiration and MIT story

JUST IN: Michael Saylor says if Strategy sells bitcoin, they will buy multiples more BTC than they sold: "Even if we were to sell 1 bitcoin, we'd be buying 10-20 more bitcoin." 🚀

My latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026. 0:00 - Strategy’s Bitcoin sale controversy 0:36 - Why Strategy may sell Bitcoin 3:12 - “Never sell your Bitcoin” explained 4:40 - How Strategy buys more Bitcoin than it sells 6:33 - Michael Saylor’s Bitcoin accumulation philosophy 8:04 - Using Bitcoin liquidity and market arbitrage 11:14 - Responding to Ponzi scheme criticism 13:32 - STRC trading patterns and Bitcoin buying 15:05 - What really drives Bitcoin’s price 17:58 - Bitcoin, macro risks, and Fed policy 19:43 - Bitcoin as digital capital and digital credit 21:52 - Strategy’s dominance in preferred stock issuance 23:09 - AI, digital credit, and Bitcoin’s future 24:36 - Saylor’s childhood inspiration and MIT story

A day after this earnings call dropped the bombshell announcement that @Strategy is prepared to sell #bitcoin#, we sat down with @saylor in an in-depth interview to reveal why and their next moves. INTERVIEW OUT NOW: Michael Saylor: ‘We’re Prepared To Sell Bitcoin' - Historic Move Revealed @TheBonnieChang