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#为什么是中国# #WhyChina# The Global Logic of China's Economic Growth in the First Half of 2026: A 4.7% GDP Increase 2026年上半年GDP增长4.7%:中国经济增长的全球逻辑 According to the latest semi-annual report, China's gross domestic product (GDP) reached 69.6 trillion yuan, representing a year-on-year increase of 4.7% at constant prices, in line with the annual growth target. Against a backdrop of intertwined international complexities and volatilities, China's economic performance is commendable. Yet, a closer look at the data reveals that the logic underpinning China's economic growth is being reshaped. (I) At the Industry Level, Notable Highlights Emerge: First, new quality productive forces are being cultivated and strengthened at an accelerated pace.** In the first half of the year, industrial production grew robustly. The value-added output of the equipment manufacturing sector increased by 9.3% year-on-year, and that of high-tech manufacturing grew by 13.3%, both outpacing the overall growth rate of industrial output above a designated scale. This underscores a clear trend toward a high-end, intelligent, green, and integrated industrial structure. Looking at specific products, the output of 3D printing equipment, lithium-ion batteries, industrial robots, and other products emblematic of new quality productive forces surged. The average daily token call volume has reached hundreds of trillions, showcasing the vitality and potential of the digital and intelligent economies. Second, new growth drivers are accelerating to take on a leading role. Preliminary estimates suggest that new growth drivers—encompassing high-end manufacturing, the digital economy, and modern services—contributed over 40% to economic growth in the first half of the year. The economy's distinct shift toward a higher quality and more optimized structure is evident, and this overall trend is accelerating. For instance, industries related to artificial intelligence, such as integrated circuit manufacturing and intelligent vehicle equipment manufacturing, have all maintained high growth rates exceeding 30%, vividly illustrating the pace of China's industrial upgrading. Third, confidence on the investment front is on the rise. In the first half of the year, investment in high-tech industries grew by 4.6% year-on-year. Notably, investment in the manufacturing of aircraft, spacecraft, and equipment, computer and office equipment manufacturing, and information services grew by 23.3%, 8.1%, and 15.5%, respectively. Investment structure best reflects market expectations. The increasing "new economy content" in investments signals an acceleration in the replacement of old growth drivers with new ones. Investment in intellectual property products grew by 9.4%, indicating that enterprises are placing greater emphasis on R&D and innovation. This suggests that technological advancement is not simply about capacity expansion but about qualitative change driven by innovation. (II) Observing a Major Economy Requires Looking Beyond the Immediate Figures to the Long-term Trajectory. Behind the "new economy content" of the semi-annual report lies China's ongoing transformation from a global manufacturing hub to a global center of innovation. At the 17th Annual Meeting of the New Champions (Summer Davos), observers noted a new phenomenon: a host of unicorn companies are heading to China. They are establishing R&D centers, regional headquarters, and deeply integrating into China's innovation and industrial chains—shifting from "produced in China" to "created in China." So, why China? Economist Justin Yifu Lin, in his book *Demystifying the Chinese Economy, touched upon the theory of the "speed of technological change." He argues that the essence of the industrial revolution is not just the application of new technologies, but more fundamentally, the ever-accelerating pace of technological change. Since the mid-18th century, starting with the steam engine reshaping the textile industry, the snowball of technological change has grown, rapidly sweeping through industries like chemicals and automobiles, ultimately redrawing the geographical map of great power competition. Looking at China today, the trajectory of accelerating technological change is equally clear. A leading enterprise can drive an entire industry, which in turn can boost a whole region. These burgeoning industrial clusters, growing from saplings to forests, not only enhance production efficiency and invigorate market vitality but also effectively improve development quality and resilience. For example, specialized and sophisticated "little giant" enterprises above a designated scale in Beijing, through deep cultivation of innovation chains, supply chain collaboration, and international expansion, have become "connecting points" and "accelerators" for the dual circulation strategy. More importantly, emerging industrial clusters possess powerful spillover effects. The rapid rise of new energy vehicles is not only reshaping the automotive industry but also driving transformations in chips, software, and energy networks, allowing more sectors to gain value from efficiency improvements. The swift advancements in AI and biomedicine are sparking a "gentle qualitative change" in people's livelihoods, significantly enhancing the sense of fulfillment and well-being through smarter, more affordable products and more livable environments. (III) Looking from the First Half to the Full Year, China's Development Momentum Remains Positive. Of course, during this critical period of transitioning between old and new growth drivers, China's economy still faces lingering issues and new challenges. Some core areas are still grappling with "bottleneck" technologies, certain high-tech industries face external risks of "decoupling" and supply chain disruptions, and "involution"-style competition affects the new energy market ecosystem. However, most of these are issues arising from development and transition, and they can be addressed with effort. The supporting conditions and fundamental trends for long-term economic improvement remain unchanged. China's economic journey toward a newer, higher-quality model is itself a process of encountering new problems and solving them along the way. By maintaining confidence, proceeding steadily, and balancing both qualitative improvements and quantitative growth, China's industries are poised to be brimming with dynamism, and the Chinese economy will continue to advance steadily and sustainably. #China# #Jiangxi# #JiangxiEconomy# #世界经济看中国# #赣出新精彩#
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机器经济这个方向,最近我重新看了一遍 以前大家聊DePIN,更多是在聊设备接入:节点上线、数据上传、真实世界资产映射到链上 但这里面有个更后置的问题: 设备接进来以后,谁来结算? 如果一台设备只是上传数据,那它还是一个数据源。 但如果它可以确认身份、调用服务、收款付款,那它就开始像一个经济主体。 这才是我觉得机器经济真正有意思的地方。 // 举个简单场景 未来一台IoT设备需要调用卫星网络提供的数据服务,它不一定需要人工审批,也不一定需要传统账户体系介入。 机器先确认对方身份,再调用服务,最后自动完成结算。 这个过程如果能跑通,链上的作用就不只是记账,而是变成机器之间的交易层。 这也是为什么我最近会关注到SEALCOIN 它讲的不是单纯设备上链,而是把卫星网络、IoT、硬件身份、证书认证和链上结算放到同一个框架里。 // SEALCOIN 背后比较关键的一条线,是WISeKey / WISeSat WISeKey是NASDAQ上市公司,长期做网络安全、IoT、数字身份和区块链基础设施。WISeSat 则是卫星基础设施方向。 SEALCOIN和WISeSat的合作重点,是卫星驱动的机器对机器交易。 这个点让我觉得它和普通TGE前项目不太一样 不是说有上市公司背景就一定成功,而是至少它的叙事不是完全悬空的。它要讲的东西,和身份认证、卫星连接、设备结算这些现实基础设施是有关联的。 // 目前市场对它的反应也不算冷 Spacedrop社区参与人数已经超过40,000+ 对一个偏基础设施叙事的项目来说,这个数据可以说明一些问题:用户不只是被空投吸引,也在提前试探这条卫星 + IoT + 机器经济的路线。 活动页在这里,想研究的可以自己看: 我更建议把它当成观察入口,而不是单纯空投任务。 因为TGE节点在五月底,目前也没有预售。普通用户如果想公开接触QAIT,Spacedrop基本就是现在最直接的方式。 // SEALCOIN最近也有一些外部曝光 Davos、Consensus Hong Kong 等场景里出现过相关展示,亚洲这边 Odaily、Followin等媒体也有报道。再加上Hedera / Hashgraph生态里的讨论,它现在的位置更像是一个多叙事交汇点: >卫星网络 >IoT 设备 >硬件身份 >机器对机器支付 >Hedera 结算 >量子抗性安全 这些词单独看都不新 但如果放在同一条线上看,逻辑会顺一些:它想做的不是一个普通应用,而是让“连接”从通讯层往交易层走。 // 当然,这类项目不能只看叙事。 我会继续看三个问题: 第一,WISeSat这条卫星基础设施线能不能持续推进 第二,后续有没有更多真实设备和业务场景接入 第三,QAIT 未来是不是真的会进入机器对机器结算,而不是只停留在概念里。 这三个问题,比短期热度更重要。 // 所以我现在的判断是: SEALCOIN 可以看,但不需要神化 它处在一个挺早期的位置,优势是叙事足够清楚,也有 WISeKey / WISeSat 这种现实基础设施背景 风险是机器经济本身还需要时间验证。 如果你本来就关注DePIN、IoT、卫星基础设施和链上结算,这个项目可以放进观察列表。 中文社群: 认准官方信息。 @Sealcoin_QAIT 注:以上内容仅个人信息参考,不作任务投资建议 !
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据 SolanaFloor 监测,曾参与 LIBRA 与 MELANIA 代币发行的 Hayden Davis 已在 Robinhood Chain 交易,关联钱包通过交易 CASHCAT、HOODRAT 和 DIH,在不到三天内获利约 3.2 万美元。
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这个盘子用的都是eliza + tee,核心都是公平发射。比起daos的白名单那真的不知道高到哪里去了。
#GM# 根据网友爆料,施枢标(施襄)和刘斌 @Bin_YalaLabs 这对流水线归零币兄弟, 这轮的BTC生态项目 @yalaorg $yala 已经彻底跑路。@AlchemyPay @DAOSquare @OakGroveVC 另外,预告下下周的重点对象: 伍鸣 @spark_ren 跟龙凡 @FanLong16 本轮套壳的新项目 @0G_Foundation 的重重内幕。  @Cody_DeFi  @follow_clues    @w3bD4nny  @yieldsandmore  @web3tokenomics @3liXBT  @AzFlin  @katexbt  @BoxMrChen  @0xAA_Science  @congge918 @0xjamesxxx  @gch_enbsbxbs   @KazumaxCrypto  @yi_juanmao  @Allbojierfu @rtk17025  @NJXD001  @Seasui23  @Bqlsj2023  @CryptoGemRnld @JuliusElum  @CryptoGemRnld  @DeFi_Cheetah  @phtevenstrong  @DrHashClub  @Tinkerbell_web3  @bclaobai  @flyiiawei  @kimyg002 @0x_CryptoAu  @Moneygurudigi  @youzi_chigua #刘斌# #施襄# #hcc# #ach# #rice# #yala# #伍鸣# #龙凡# #0G# #cfx#
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施枢标 跟 刘斌 @bin_yalalabs 的连续发币史三 2021年,趁行情大好,以及Dao赛道的火热,施枢标搞了个Dao叫 @DAOSquare $Rice  施枢标躲在暗地里实控着 @DAOSquare $Rice ,找了个台前人 @Typto_DAOSquare $Rice  上线 @gate.io 之后,从开盘的5刀飞流直下三千里,狂跌至0.0125刀左右,等于归零。 @coiniseasy @cybertni @ergoueth @juicewh1te @trademan_robin @linkanunknown @xingzhi888 @welinkbtc @nazarick_eth   @0xark21 @yueya_eth @one_snowball @kuigas @BitHappy
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施枢标 跟 刘斌 @bin_yalalabs 的连续发币史二 2019年,刘斌卷土重来,跟施枢标、#钱方好近# 一起发了个支付赛道的项目 @AlchemyPay $ACH 根据公开资料显示,Alchemy(ACH)在新加坡的主体注册名是AlchemyGlobalPaymentSolutionsLimited。 #红杉资本等# 投资的 #钱方好近# QFPay 是  @AlchemyPay $ACH 的孵化方。 2019年,彼时 @AlchemyPay $ACH 的CEO 叫 Patrick Ngan 颜永豪,也是钱方QFPay联合创始人 。 而到了2020年, @AlchemyPay的白皮书上,人员大多来自 #钱方好近,CEO# 变成了 钱方好近的董事长 #郑航宙# ,财务总监Terry Chan也是钱方好近的财务总监。而主要的业务负责人是联合创始人 施襄(施枢标),自称担任过众安科技副总裁、360市场中心在线营销负责人。 2020年9月, $ach 首发火币。上线火币之后, $ach 一方面开始了一路收割,从开盘的0.06U跌至21年7月最低0.0013,跌没了98%; 一方面狂蹭币安,公开场合直接多次吹捧“BNB真的很牛逼”。 为配合上币安出货, $ACH 在上币安的前半年拉了100多倍。 2022年1月10日, $ach 终于上了币安。上币安之后直接开割,从开盘的0.098U一路砸盘最低到0.0076U,跌没了93%. 等于 刘斌在币安上进行了第二波完美收割。 web3tokenomics @3liXBT  @AzFlin  @katexbt  @BoxMrChen  @0xAA_Science  @congge918 @0xjamesxxx  @gch_enbsbxbs   @KazumaxCrypto  @yi_juanmao  @Allbojierfu @rtk17025  @NJXD001  @Seasui23  @Bqlsj2023  @CryptoGemRnld @JuliusElum  @CryptoGemRnld  @DeFi_Cheetah  @phtevenstrong  @DrHashClub  @Tinkerbell_web3  @bclaobai  @flyiiawei  @kimyg002 @0x_CryptoAu  @Moneygurudigi  @youzi_chigua #刘斌# #施枢标 # #ACH # #币安#
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【海拔4733米,戍邊官兵在國門前舉行集體婚禮】近日,在祖國西陲海拔4733米的新疆紅其拉甫國門前,一場為戍邊官兵舉辦的集體婚禮如期舉行。11名常年駐守雪域高原的官兵,與跨越千山萬水而來的新娘,在巍巍雪山和神聖界碑的見證下,許下守護家國與相伴一生的誓言。
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币安钱包现在已和 Robinhood 打通了,以后玩罗宾汉链更方便了。 直接用币安钱包的 App 或浏览器插件就能一键接入,彻底告别在多平台来回切换的麻烦。我真心觉得 Robinhood 上的应用类 meme 币浪潮才刚拉开序幕。 直接使用币安钱包吧
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历史数据显示,在纳斯达克100指数涨幅介于10%至25%的年份里,贡献50%回报的股票数量中位数仅为3只。这一高度集中的回报分布是市值加权指数的固有特性,近期市场表现也符合该模式。 来源:Ned Davis Research
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币圈百科2025年终总结之发币集团1 1 笪鸿飞 @dahongfei $NEO   @Neo_Blockchain $ONT    @OntologyNetwork $FLM   @FlamingoFinance 等于归零 2 黄敏强  $REI  @GXChainGlobal 币安下架 $GLOFF          归零跑路 $LONG      归零跑路 3 伍鸣 @spark_ren 龙凡   @FanLong16 $CFX @Conflux_Network $0G @0G_labs 4 刘斌@Bin_YalaLabs 施枢标 $HCC              归零跑路 $ACH  @AlchemyPay 死亡之路 $RICE   @DAOSquare 归零跑路 $YALA  @yalaorg 弃盘 5方靖阳 @ryanfang95 宋云帆@chandlersyf $ANKR    @ankr 弃盘 $BURGER    @BurgerCitiesBar 归零跑路 $AUCTION    @bounce_finance 弃盘 $WHY      @InWhyWeTrust 弃盘         6 李鸣 @mikelee205 $DPY  @Delphy_org 归零跑路 $GPS @GoPlusSecurity 半死不活一路砸盘 7 鲁斌 $KEY @mykey_lab 归零跑路 $DG @DeGateWallet 半死不活 8 杨舟 @goXmoonman 贝宝钱包 @BabelFinance 崩盘跑路 $USDX @StablesLabs 崩盘跑路
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#GM# 预告下。 下周,百科将发布一份2025年终总结。
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