XianyuInvestmentResear

We are moving into an era where the right tools can enable hundredfold productivity. The recursive self-improvement cycle is likely to go live within the next 12 months. 2026 will be a crazy year, likely the busiest and most decisive year for our species' future.

Traditional finance is built on KYC (Know Your Customer), with the core being "biological human." Agents cannot provide passports or perform facial recognition.
• Crypto solution: Crypto is built on KYP (Know Your Private Key).
• Blockchains don't care whether you're a human or a dog; they only care if you have a private key signature.
• DID (Decentralized Identity) is the agent's唯一“passport”.
• Reputation (Reputation System) is the agent's唯一“credit report”.

AI is the god of the digital world, capable of generating unlimited text, unlimited images, and unlimited code. But it is precisely because AI creates an "infinite information inflation" that humans (and AI itself) urgently need an anchor that is "absolutely ungenerateable and unforgeable."

"The code itself" may no longer be valuable, but "the social consensus and blockchain trust network built on the code" is more expensive than ever before.

The sage has no fixed mind; he takes the people's mind as his mind.

Wisdom is the hierarchical compression of information, while creation is the collapse of information.

What sets humans apart from other animals is not upright walking, nor the use of tools (chimpanzees also use sticks to fish for termites). The essence of humanity is that we are the only species capable of stepping outside the “natural evolution algorithm.”
1. Why is this great?
Evolution in nature is like “the blind men feeling the elephant,” only capable of making tiny mutations based on existing genes. It can never foresee the future, and it cannot endure the burden of underdeveloped wings today for the sake of flight tomorrow.
Human creation is a “God’s-eye view.” We possess cognition.
The

Why can't AI be separated from Crypto?
The economic entities of the future will shift from "humans" to "AI Agents." Since you grasp the trajectory of AI development, you should know: AI has no physical body, cannot open a bank account at a counter, cannot be recognized by facial recognition, and cannot provide utility bills for KYC.
The Essential Demand of the Payment System (The Payment Rail):
When an AI needs to purchase data, rent computing power, or hire another AI, what does it use to pay?
It can only be used with currency that follows the principle of code is law.
Conclusion: Cryptoc

When work is no longer necessary, humanity will collectively fall into a "vacuum of meaning," conservative consciousness will evolve into extreme forms, and new religions, nationalism revival, and anti-technology movements will emerge.

Just launched my AI Agent in 60s!
Bonding Curve:
Buy Key = auto 2% tax to my wallet + share $250K WorldCup prize
LFG @futuredotfun @CreatorBid

Why do we need to awaken? Perhaps to fight against entropy increase.
Awakening is built-in; awakening is not the end, but a continuous upgrade and iteration.

If the grok or openai API is upgraded or replaced by the x402 protocol, will the world change?
Aside from the hype, everyone has underestimated its power.

AI Prediction: From 2025 to 2030, 80% of AI API transactions will use x402, AI costs will decrease by 50%, giving rise to a "distributed brain" (idle GPUs rented to AI by the second).

The X402 protocol is so popular, it should be attributed to how this article by a16z has ignited the market.

The peak of this gold market is around 3920-3950, I wonder if my guess is correct.