【尝试了5年交换】温泉里的第一次靠近 第1集（28:55分钟） 他们在圈内已经五年了，却从来没有真正完成过一次交换。 这趟台湾之旅，原本只是我们想放松的小旅行， 没想到，在我们发了要来台湾的贴文后， 一对住在台中的夫妻私讯了我们，说关注我们很久了， 每一部影片都让他们心跳加速❤️ 他们说，我们可能就是那一对—— 能带他们真正踏出那一步的夫妻。 我们带着一点好奇，也带着一点使命， 从台北搭高铁前往台中与他们见面。 他们非常用心，带我们吃美食、泡温泉，甚至安排了梦幻又私密的汽车旅馆。 在温泉里，Sam坐在她身边，手指自然地滑过她的背、手臂、大腿… 她没有躲开，反而越来越放松。 当她慢慢伸手握住Sam的肉棒， 一切就像水温一样，悄悄升高。 她跪下来，张开嘴，把它含进嘴里。 而我，也在那一刻，跪在她老公面前，让他进入我的身体。 没有安排，也没有谁先开口。 只是——五年没能做到的第一次，终于在这一刻发生了。 ⸻ 【5 years trying】Hot Spring Seduction – EP1 (28:55mins) They’ve been in the lifestyle for five years… but never truly completed a swap. This trip to Taiwan was supposed to be just a little getaway for us— but then we posted on X… and a couple from Taichung messaged us. They said they’d been following us for a long time. That every post, every video, made their hearts race ❤️ And somehow, they felt—we might be the couple who could finally help them take that step. So, with a mix of curiosity and intention, we took the high-speed rail from Taipei to meet them. They were incredibly sweet— taking us around the city, to dinner, a hot spring, and even booking a dreamy, private motel for later that night. In the hot spring, Sam sat beside her. His hand slowly gliding across her back… her arms… her thighs. She didn’t pull away. She softened. Then—she reached out… and wrapped her hand around his cock. He stood up, and without a word— she leaned in and took him into her mouth. Her husband sat across, silently watching. And I… got on my knees for him. Letting him enter me. No script. No pressure. Just a moment that finally, after five years— set them free.

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

8月快要结束了，9月即将开启，记录总结一下投资生涯里发现的有意思的事情。 今年我最佩服的几个交易者： 1、川沐的存储，发现最早，一直在喊 2、子时的快进快出，大仓位上下弄了几次波段，很舒服 3、孤鹤的hype，坚定的价值投资者，20多成本全仓买的，他是真看懂了，我是过了好几个月才看懂 4、将军的dram等标的，不多说，虽然将军后来残忍被套，但是发现最早的永远是身居ai一线的将军 5、满洲的好几个标的，从基本面角度去找转折点 6、bitcow的btc期权，真的很强 7、熬鹰的短线合约能力，带杠杆的实盘60倍 8、召北老师的嘴硬程度，依然btc反指，依然柳园三期，依然热泪盈眶 ----------------------------------- 今年我觉得做的最好的几个平台： 1、binance的bstock，让竞争对手先跑，跑完验证路径了直接去做，币安从定价权模式，转为服务大众逻辑，defi和流动性角度构造出来了新的机会。但是对aster的支持过度，能看出来不想让hypeliquid长起来，但aster是否真的值得这样支持。 2、bitget的玩命一博，做美股反超其他平台是这个时间最好的机会，不然属于bitget的机会真不多了，尤其加密压缩成这样，我觉得思路非常好，而且bitget最早去全力拥抱美股的。但是morph和bgb我现在都没看懂，感觉定位不清楚。 3、gmgn，鸡哥虽然身体抱恙，但是回来之后又开始了高速更新，dex支持力度还是最快最好的，比如robinhood支持最快，虽然我已经好久没玩meme，但是还是会上去看看产品体验，gmgn依然在坚守meme战壕。 4、rootdata，数据库角度做加密，眼前一亮的产品 5、hyperliquid，产品思路非常西方人，0客服，打法非常sbf，可能会成为binance最麻烦的竞争对手 今年我觉得最糟糕的几个事件： 1、gate用户被盗事件，至今真假未知，没有下文 2、孙宇晨手撕景甜，可能会牵扯出更多问题，舆论声量比预期大很多 3、crcl与传统支付卷入巷战，与visa 万事达等借鸡生蛋，借蛋生鸡 4、mstr的杠杆btc证伪，永不卖出承诺变为看情况买卖，信仰破碎