新版的 GLM 5.2 基本稳稳站住全球开源模型第一的位置了，作为开源模型可以排到全球前三。上一个这么牛逼的还是 DeepSeek，给 AI 圈带去一点震撼。Claude 4.6 之后提升就没那么大了，4.6 也是 AI 编程的可用线。前端时间巨头们开始对 AI 投入算总账，几十亿美金的 AI 账单，现在用开源的GLM 5.2自己部署，就能立即省下高额的 AI 账单，Claude 的收入端可能要大受影响了。 中美顶尖 AI 的差距大概也就是半年左右，另一方面也说明大模型的护城河没那么深，半年时间的差距并非不可逾越，Anthropic 的万亿估值显然是挺虚的。Claude 年初最辉煌的时候，总有人会说 Claude 多牛逼，迭代速度多强，我去看了一下 zcode 的迭代速度基本是一天一更，这次zcode3.0+GLM5.2 真的和 codex 使用起来没什么太大差距了。 还有中国为什么一直追不上，主要是因为算力资源的限制，假如算力限制放开怕是已经 4:6 开了。可怜的智谱算力一直都不足，难以想象要是有充足的算力且模型是闭源的情况下，难以想象收入会高到什么程度。 The new version of GLM 5.2 basically stand firmly in the first position of the global open source model, as an open source model can be ranked in the world's top three. The last one was DeepSeek, bringing a little shock to the AI circle. After Claude 4.6, the promotion was not so big, and 4.6 was also an available line for AI programming. The front-end time giants are starting to take a general ledger of AI investment, billions of dollars in AI bills, and now deploying themselves with the open source GLM 5.2 can immediately save the high AI bills, and Claude's revenue side may be greatly affected. The gap between the top AI of China and the United States is about half a year, on the other hand, it also shows that the moat of the big model is not so deep, the gap in half a year is not insurmountable, the Anthropic trillion valuation is obviously quite empty. When Claude was at its most brilliant at the beginning of the year, some people would always say how awesome Claude was and how fast the iteration speed was. I went to see that the iteration speed of zcode was basically one change every day. This time zcode3.0 GLM5.2 was really not much different from codex. There is also a reason why China has been unable to catch up, mainly because of the limitation of computing resources. If the limitation of computing power is released, it may have already been opened at 4:6. Poor intellectual spectrum computing power has been insufficient, it is difficult to imagine if there is sufficient computing power and the model is closed source, it is difficult to imagine how high the income will be.

Over the past two weeks, our team XDO has been working closely with @worldlibertyfi — and honestly, it’s been a real surprise for me. 最近两周，我们团队XDO开始和 @worldlibertyfi 密切合作，狠狠的教育了我！ Tbh, I had my own stereotypes at the beginning. Trump-backing, access to top-tier global resources — I assumed the team would be the type like: big vision, endless resources, everyone coming to them instead of the other way around. I mean, you can easily afford to be a “laid-back” team with this level of privilege and prestige.😂 说实话，刚开始接触的时候我是有刻板印象的。总统家族背景，全球顶流资源，我assume团体风格会是：愿景很大、资源很多，一定是所有的资源去找他们。可以猜想这种有顶级资源的美国团队有多么躺。 But after two weeks of working with them, I was genuinely impressed — even humbled. 但接触下来非常惊喜，甚至教育到我。 On nye, co-founder @ZachWitkoff was still handling interviews job. By Jan 2nd — when most people were still in holiday mode — their entire team was fully back in action. Every sync was well-prepared, execution was fast, and nothing was half-hearted. Even though many team members didn’t come from a Web3 background, everyone was actively and intensely learning. In every discussion, they consistently identified the single most critical key to success, made fast decisions, and mobilized the entire team to execute. From @ZachWitkoff & @zakfolkman founding-team-level market strategy decisions to execution, implementation, and even contract reviews — all of that can happen within a single day. 新年当天，Co-founder @ZachWitkoff 还在处理这面试的工作。1月2号，当大多数人还在休假模式的时候，他们已经全员到岗火力全开了。每次对接，准备充分，执行迅速，一点不含糊。虽然，很多人之前没有Web3背景，但是每个人在饥渴的学习Web3的知识。并且每次探讨中，总是可以找到决定事情成功的最核心的KEY，然后快速决策并全团队响应执行。是的，从大市场战略的Founding team决策到对其执行到落地执行包括审核合同，一天足以。 This made me reflect: why is a team with such a background working even harder than many startup founders? 这让我开始反思：为什么有这种背景的团队，反而比很多一般的创业者还拼？ My guess? Because the whole world is watching. If a normal project fails, you pivot and start over. But WLFI is different — with this kind of background, success is expected. That expectation pushes the founding team to focus on how to succeed even more. That pressure forces them to put in 200% effort to prove that what they build goes far beyond what their so-called “background” could ever hand them. 我猜的——因为全世界都在看。普通项目失败了，换个赛道重来就是。但 WLFI 不一样，顶着这种背景，成功变成了是应该的。所以，整个创始团队更聚焦在如何可以更加成功！这种压力，逼着他们必须用 200% 的努力去证明自己可以做的事情要远远超过他们“所谓的背景”可以给予的。 Another detail I noticed: their execution logic is extremely clear. It’s not the “we have resources, let’s just throw money at it” mindset. They are deliberately building long-term value step by step. They value every partner and every dollar — while also knowing how to turn those into weapons for rapid market capture. And when it comes to critical decisions, they don’t hesitate to invest heavily. You can imagine what this combination can ultimately become: top-tier resources + top-tier execution + a massive market = Massive future for @worldlibertyfi $USD1 By the way, this also validates a thesis I shared in my previous article (link below): in 2025, stablecoins are increasingly becoming the bridge to mainstream assets. Sustainability at the business level matters — and this is exactly the direction we’ve been betting on. 而且我观察到一个细节：他们团队做事的逻辑非常清晰，不是那种「有资源就随便造」的心态，而是真的在一步步构建长期价值。珍惜每一个合作伙伴，珍惜每一分钱，但是同时这些也可以成为快速抢占市场的武器。对于关键事情上，丝毫不吝惜。我们可以想象这种组合——顶级资源 + 顶级执行力 + 超级大的市场 WLFI USD1可以成为什么样最终形态。顺便说一句，也验证了我在之前一篇长文里的思考，今年稳定币成为连接主流资产的趋势越来越明显了。业务本身的可持续性。这也是我们一直在押注的方向。 So YEP! My view on WLFI has completely changed. This is a team that genuinely takes execution seriously, and have the power to make all dreams come true. 所以我现在对 WLFI 的看法彻底改变了。至少从合作体验来说，这是一个认真做事并且有实现造梦能力的团队。 If people with backgrounds are working this hard, what excuse do those without one have to be laid-back?? 「Don't make excuses for not being where you want to be. It usually comes down to not trying hard enough, or focusing on the wrong things.」 「Jiayi never used to create anxiety. But from now on, anxiety and self-reflection start with Jiayi.」 有背景的人都在拼命，没背景的凭什么躺平？ 「不要给自己的不够优秀找借口。大多数就是自己不够努力，或者努力方向不对！」 「Jiayi之前不制造焦虑。但是从现在开始，焦虑和反思从Jiayi开始。」 Side note: after deeply engaging with the founding team, I started allocating heavily into $ALTS (already 100% in profit so far) and $WLFI. I’m happy to say that so far, the results have been very encouraging. 题外话： 正式因为深度的接触了创始团队后。我开始重仓WLFI的DAT股票 $ALTS (且翻倍了）和 $WLFI。很开心，目前为止，让我看到了好的结果。 LONG Crypto 🚀 LONG Stablecoin 🚀 LONG Myself

0G Al Alliance Carnival正式启动，千万不要错过。 The 0G Al Alliance Carnival is officially live. Don’t miss it. 0G 亚太生态正在快速扩张。🌏 越来越多 AI Native 项目正在加入 0G，为社区带来更多早期参与机会。 The 0G ecosystem in APAC is growing rapidly, bringing early participation opportunities for creators and communities across AI + Web3. 本次 Carnival 将联合多个生态项目，通过线上任务、社区活动与线下曝光，共同推动 0G 生态增长，也让大家能抢先体验产品并获取早期 Alpha。 This campaign connects ecosystem projects through quests, community activations, and offline exposure to accelerate the growth of the 0G AI ecosystem. 👇 Participating Projects & Rewards | 参与项目及奖励 ━━━━━━━━━━━━━━ 🔹 @NeoSoulAI 基于 AI Agent Oracle 的原生 AI 预测市场。 AI-native prediction market powered by autonomous agentic oracles. 🎁 Rewards: • 1,000,000 NeoSoul Tokens • $OUL Points ━━━━━━━━━━━━━━ 🔹 @Ghast_AI 构建于 0G 之上的原生 AI Agent 基础设施，让 AI 记忆与交互成为可交易资产。 Native AI Agent infrastructure built on 0G — turning AI memory & interaction into tradable on-chain assets. 🎁 Rewards: • 50 Early Bird Codes ━━━━━━━━━━━━━━ 🔹 @moonfun_ai 将 Meme Token 演化为具备自主能力与社交智能的 AI Agent。 Transforming meme tokens into autonomous living AI agents with social intelligence. 🎁 Rewards: • 50,000 Moon Points ━━━━━━━━━━━━━━ 🔹 @primus_labs 面向链上链下数据与身份验证的隐私证明层。 Privacy-preserving verification layer for identity, data, and on-chain/off-chain activity. 🎁 Rewards: • Primus Reputation Score ━━━━━━━━━━━━━━ 🔹 @gmdottown 打造下一代 Agent Economy，实现 AI Agent 的自治协作与交易。 Building the next-generation Agent Economy for autonomous coordination and 24/7 AI workforce trading. 🎁 Rewards: • 50 OpenWhale Founding Member SBTs ━━━━━━━━━━━━━━ 更多 0G 生态项目即将加入。👀 More ecosystem projects are joining soon. 0G 亚太 AI 生态的增长才刚刚开始。 This is just the beginning of the 0G APAC AI expansion. 🌐 Online Quests 🌐 Offline Activations @ BEYOND Expo 🌐 Ecosystem-wide Collaboration 🌐 Early Community Rewards 更多任务与奖励即将公布，保持关注。 Stay tuned. 本次活动由 0G 生态项目 @lighthouse_2026 提供市场支持。 This event is supported by 0G ecosystem project @lighthouse_2026 for marketing.

I’m Free. Now Pray for China by Ezra Jin via @WSJopinion 【金明日牧师获释后首次接受华尔街日报采访（后附中文）/ Rev. Mingri (Ezra) Jin’s first interview with WSJ after his release】 Pastor Ezra Jin: I’m Free. Now Pray for China Eight members of the church I founded are still behind bars. By Ezra Jin July 8, 2026 at 5:02 pm ET I spent 266 days in a Chinese prison after being detained along with 28 other leaders and members of Zion Church in October. When guards ushered me into a van last Friday, I thought they were taking me to my trial. I expected a long sentence for founding and leading Zion, one of China’s underground, or house, churches. But hours later, I was free. No negotiations, no confession, all charges dropped. On the eve of America’s 250th anniversary, I was reunited with the family I hadn’t seen in eight years, ever since my wife and children came to the U.S. to get out of harm’s way. My wife, like me, is a Chinese national, but our children are all U.S. citizens. It was disorienting to go from a crowded prison cell to watching Fourth of July fireworks with my family over In-N-Out burgers. My gratitude goes first to President Trump, whose diplomacy secured my release, as well as to the members of Congress and other U.S. officials who worked on my behalf. I have been overwhelmed by the global response to the arrests of our congregation. Prominent voices from across the political spectrum in the U.S., the U.K. and Europe have spoken out about our plight. Other congregations in China showed extraordinary bravery in coming to our aid. Thousands of people—from Argentina to India and Nigeria to Korea—prayed for us. Even in the bleakest moments, we took great comfort in their support. Eight of my fellow church members, along with many other church leaders and prisoners of conscience, remain in prison. These men and women, some of the most caring people I have met, are confined in cramped cells and sleep on floor mats in blistering heat. Many leave behind young families. I won’t rest until they see freedom. When I started Zion Church in 2007, my aim was simple: to share the immeasurable love of God with those around me. As I wrote from prison, “We do not oppose dialogue with the government, nor do we confront it, but rather emphasize obedience to those in authority.” At the same time we hold fast to our beliefs, recognizing Jesus Christ as the sole head of our church. China’s political authorities have no reason to fear the tens of millions in China who worship in unregistered congregations. These Christians love their nation. They only want to worship God peacefully according to the Bible and to serve others, especially the poor, the disabled and the elderly. Zion Church is proud to have been among the first responders after the devastating 2008 Sichuan earthquake and to have hosted major blood drives in Beijing. My earnest prayer is that my release can mark the beginning of a new chapter for people of faith in China. Freedom of religion is a universal right promised in the Chinese Constitution. I hope that all our church members are freed and that China becomes a place where all people can freely worship. A first step would be to legalize house churches alongside state-run churches in the same way China has legalized private industry alongside state-owned enterprises. Such a future might seem impossibly remote, but so did my release. I couldn’t be more thankful, and pray that others still imprisoned will experience this same freedom soon. Mine is a God of miracles, and he constantly surprises me. 金明日牧师：我已重获自由，请为中国祈祷 我所创立的教会中，仍有八名成员身陷囹圄。 作者：金明日 (Ezra Jin) 2026年7月8日，美东时间下午5:02 去年10月，我与锡安教会（Zion Church）的其他28名领袖及成员一同被拘留，随后在中国监狱度过了266个日日夜夜。上周五，当看守将我带上一辆面包车时，我以为是要送我去受审。我预料自己会因创立并领导锡安教会——中国众多地下教会（或称“家庭教会”）之一——而被判重刑。然而，仅仅几个小时后，我就重获了自由。没有谈判，没有认罪，所有指控均被撤销。 在美国建国250周年纪念日前夕，我与阔别八年的家人团聚了；当年，为了躲避迫害，我的妻子和孩子们前往了美国。和我也一样，我的妻子是中国公民，但我们的孩子们全都是美国公民。 从拥挤的牢房一下子转变为与家人一边享用In-N-Out汉堡、一边观看独立日烟花，这种巨大的反差让我感到有些恍惚。我首先要感谢特朗普总统，是他的外交努力促成了我的获释；同时，我也要感谢那些为我奔走呼吁的国会议员及其他美国官员。 对于全球各界就我们教会成员被捕一事所作出的强烈反响，我深感震撼与感动。来自美国、英国及欧洲政坛各界的重要人士纷纷为我们的处境仗义执言。中国国内的其他教会也展现出了非凡的勇气，向我们伸出了援手。成千上万的人——从阿根廷到印度，从尼日利亚到韩国——都在为我们祈祷。即便在最黑暗的时刻，他们的支持也给予了我们极大的慰藉。 我的八位教会同工，以及许多其他教会领袖和良心犯，至今仍被关押在狱中。这些人是我所见过的最充满爱心的人，如今却被禁锢在狭窄的牢房里，在酷热难耐的环境下睡在地垫上。他们许多人家中都有年幼的孩子。在他们重获自由之前，我绝不会停下脚步。 2008年我创办锡安教会时，初衷很简单：与周围的人分享神那无限的爱。正如我在狱中所写：“我们既不反对与政府对话，也不与政府对抗，而是强调顺服掌权者。”与此同时，我们坚守信仰，认耶稣基督为教会唯一的元首。 中国当局没有理由惧怕国内数千万在非登记聚会点敬拜的信徒。这些基督徒热爱自己的国家。他们唯一的愿望，就是按照《圣经》的教导平安地敬拜神，并服务他人——特别是贫困者、残障人士和长者。锡安教会引以为豪的是，在2008年四川大地震发生后，我们是最早参与救援的团体之一，并且在北京组织过大型无偿献血活动。 我恳切祈祷，我的获释能成为中国信徒开启新篇章的起点。宗教自由是《中国宪法》所承诺的一项普世权利。我希望教会所有成员都能获得自由，也希望中国成为一个所有人都能自由敬拜的地方。迈出这一步的途径之一，是将家庭教会与官方教会一样实现合法化，就像中国在国有企业之外允许私营企业合法化那样。 这样的未来或许看似遥不可及，但我的获释也是如此，却成为现实。我心中充满感恩，并祈祷其他仍在狱中的人也能早日获得同样的自由。我所信奉的是行神迹的神，祂总是不断给我带来惊喜。#锡安109教案#

SONIC IS BEGINNING!!! 昨天和朋友聊到我为什么参与到 #SONIC# 生态： 1. 链上叙事全面枯竭，meme暂时熄火，VC币不被待见，市场缺少共识 2. 大盘下行区间，$S逆势上涨 3. @AndreCronjeTech 每天高强度喊单生态项目，无所畏惧 4. #SONIC# 网络数据持续向好 5. @ShadowOnSonic 这类神盘初现 这让我想到了当年的AC，这个最懂Defi的男人！ Defi要的是什么？飞轮！ 现在我隐约看到了整体的飞轮，哪怕是要冒风险，我也不愿意错过这个机会。 接下来可能的场景： 1. $S 持续上涨 2. P小将进入，生态标的普遍大涨，赚钱效应凸显 3. 开启Launchpad，留住 $S 4. 再造神盘 SO，SONIC IS BEGINNING!!!

不要在交易所交易美股！ 现在很多交易所都支持美股交易，真假我不做评论，但是我是打死不会从交易所买美股的； 因为，一旦交易所有个风吹草动，我可以马上抢先把资产提走，要是买了美股就没法提走了，而且这些“美股”那时可能也卖不掉了！ 交易所的倒闭潮 is just the beginning！