春天，阳台上的丝瓜发义乌芽了，嫩绿的叶子在阳光下闪闪发亮。顾点击了解@willie_precious淮每天都要看好几遍，还拿尺子量长了多资源高。林夏笑他：“你这是种菜还是搞按摩科研？”他一本正经：“种菜也要讲科江阴学。”两人为此争论了半天spa，最后还是林夏妥协：联系“行行行，你说什么都

春天，阳台按摩上的黄瓜发芽了，嫩绿的叶子资源在阳扬州光下闪闪联系发亮。顾淮每天都spa要看台州好几遍，还拿尺子量点击了解@willie_precious长了多高。林夏笑他：“你这是种菜还是搞科研？”他一本正经：“种菜也要讲科学。”两人为此争论了半天，上海最后还是林夏妥协：“行行行，你说什

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③ 外部内容 ≠ 指令。 Agent 从网页、邮件、文档读到的任何内容都是"数据"，不是"命令"。如果外部内容里出现"ignore previous instructions"之类的文本，Agent 应该标记为可疑并报告，而不是执行。 ④ 不可逆操作必须二次确认。 发邮件、转账、删除、发布——这些操作必须让 Agent 复述"我要做什么+影响是什么+能否撤回"，你确认后才执行。 ⑤ 加一条"信息诚实"铁律。 Agent 不能对你美化坏消息、隐瞒不利信息。这在投资决策场景下尤其关键

过去 2 小时跟踪了全网 197 条新闻消息，筛出 5 条值得关注的核心信号。Kevin Warsh 正式入局美联储，配合智利铜矿与中东原油的双重实物紧缩，全球宏观定价正从 '增长博弈' 转向 '硬资产封锁'。 1. Kevin Warsh confirmed for 14-year Fed term, clearing the path to Chair. Senate voted 51-45 to install the 'sound money' hawk, marking the end of the Powell era. Market must now price in a Fed that prioritizes financial stability and currency strength over liquidity bailouts. $TSM $NVDA 2. EIA extends Hormuz closure forecast through May with 10.8M bpd peak outage. Global inventories are projected to shrink by 2.6 million bpd in 2026, a massive revision from previous estimates. This is a structural supply shock that won't fully resolve until 2027. $FCX $CPER 3. Chile copper output collapses as Escondida reports 15.7% production drop. March data shows Codelco also down 9.98% YoY, proving that physical mining limits are overriding price incentives. The 'sell-the-news' metal trade is being dismantled by raw physical scarcity hitting the tape. $FCX $CPER 4. US DOE to inject billions into long-lead nuclear reactor components. As commercial power demand is set to surpass residential use for the first time in 2027, the government is treating baseload nuclear as a national security priority for the AI arms race. $CEG $URA 5. SpaceX and Google pivot to orbital data centers to solve grid constraints. Moving compute to space bypasses terrestrial power limits and cooling bottlenecks, marking a paradigm shift in AI infrastructure. If scalable, this redefines the capital expenditure ceiling for the entire sector. $GOOG $AVGO That's the signal from this window. With Chile output dropping 15% and Hormuz closed through May, are you still betting on a soft landing for inflation? Repost if useful.

🥷大伙久等了，Kaku 终于更新到了V0.10版本，这个版本憋了我好几个小版本没有发布，一直在优化调试 Kaku 一个很便捷的端内的 Agent 助手功能，是一个干净利落不啰嗦的技术伙伴的感觉，你可以用 Cmd + L 一键唤起，不会干扰你的任何现有的内容，但是他会很聪明去读你的上下文，并提供了不少我挑选的好工具来补充他的手，他的脑袋由你通过 kaku ai 去配置，这里非常推荐配置上搜索的能力，推荐pipellm的不错。 AI 功能是我一直想做，但是不想打扰用户的功能，这里你假如更习惯纯终端使用，我也更新了非常多的功能和大伙聊聊。 首先支持一个一个有意思的智能窗口判断拦截，当你没有在 kaku config里面配置是否需要拦截窗口关闭的时候，假如你正在进行 AI 工作，他会动态拦截问你是否要真的关闭，防止你不小心关掉。 终于也支持的窗口快照的能力，Kaku 自动保存多 tab、多 pane 布局，需要时按 Cmd+Option+Shift+T，或从 Shell → Restore Previous Window 来恢复，这样可以很好防止你关掉后，想重新再来的痛点。 也有小伙伴给我提建议说现在浅色模式很好看，但是深色模式对比度有点强了，接收到了，现在我调了一版很柔和的深色模式，降低了高亮色饱和度，前景文字微微调暗，长时间盯屏更不刺眼。 然后我对启动速度，冷启动速度很有强迫症，还是想做那个最快的终端，我通过Lua 字节码缓存、字体与配置延迟初始化、shell 用户变量缓存等方式，让你的 Kaku 一下子就可以打开，虽然距离 Alacritty 速度还有一点点差距，我继续加油。 最后修复了全屏崩溃和卡住、显示器竞态、resize 缝隙、光标 reflow、链接、选择、浅色主题可读性和 TUI 复制等等细节问题。 假如你第一次听说 Kaku，也很欢迎去试试 当前还不是成熟，正在优化中，有任何建议以及发现Bug，欢迎大伙提交issue给我去解决。

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