LeoLau

Recent remarks by Iran's foreign minister have tightened the nerves around Middle Eastern oil once again. Two statements, each tougher than the last:
If Iran's oil cannot get out, then no oil from this entire region should get out.
At the same time, if Iran has no security guarantees, then the relevant infrastructure across the entire region is also unsafe.
This is not just empty rhetoric. But the interesting part of reality is that Iran wants to impose a blockade while others are finding ways around it. Lay out the three facts at hand, and you can understand how these harsh words were forced

Bitcoin’s rally to $87.4K is showing signs of fatigue.
Holders are booking profits at the fastest pace this year while demand weakens, raising the risk of a near-term pullback.
The bull market remains intact, but selling pressure is building. Bitcoin holders realized 25.7K BTC in profits on September 22, the largest single-day total of 2026.
Traders’ unrealized profit margins reached 33%, their highest since December 2024.
Demand is providing less support:
Spot demand is contracting: Apparent demand fell by 170K BTC over 30 days.
Futures demand growth is slowing: Growth dropped from +164K BTC

I’ve done four kinds of work: taught at a university, worked in product at a Fortune 500 company, invested my own money, and then started my own company. That was the order—no particular plan. Looking back, the only consistent thread is that I’ve always been looking for a way to make the statement “I think this is how it will turn out” carry a cost.
In 2016, I was a PM at a Fortune 500 company when I happened to come across Bitcoin. I went through everything I could find and read the white paper five times. Before that, I was in academia, and in the aftermath of 2008, I watched classmates work

· Xuetuan (This is a desktop AI Agent I made)
It is a cat that lives on your desktop · An AI cat that lives on your desktop
A lightweight desktop companion built with native macOS frameworks (pyobjc + WKWebView): the cat isn't a window floating over your desktop, but is integrated into a full-screen scene video—it sits by the window as the seasons change. It supports 7 languages, voice conversations, LLM integration, desktop tidying, and a “one-tap lie down, yawn, and rest” feature.
A lightweight desktop companion built on native macOS frameworks (pyobjc + WKWebView). The cat isn't a floating

AI compute vs. Bitcoin hashrate: Global online data centers consume approximately 55 GW on average; of this, clearly AI-dedicated capacity accounts for approximately 18–25 GW; the entire Bitcoin network consumes approximately 20 GW. Therefore, this year is the first year in which AI data centers match the Bitcoin network, and next year they will significantly surpass it. (Bitup)

How to tell which way the industry is heading?
Fashion giant Shein’s valuation once exceeded that of H&M and Zara’s parent company (over $100 billion), but as Shein’s valuation shrank at its IPO, founder Chris Xu’s fortune evaporated by more than $15 billion.
In just four years, as Shein faced tariffs, political scrutiny, and increasingly fierce competition, Chris Xu’s wealth declined sharply.
According to the Bloomberg Billionaires Index, based on the IPO price and Xu’s 30% stake in Shein, his personal fortune will fall to approximately $8 billion.
Meanwhile
DeepSeek founder Liang Wenfeng’s n

The little tool I made was originally meant to help with travel planning,
but after calling APIs and evolving on its own, it successfully predicted the earthquake and the landslides in Nepal...
Pretty amazing...

The four cross-border dragons have already changed the logic of business, with a 2.7 trillion market share (China’s four dragons—Tiktok, Temu, SheIN, and Aliexpress—account for 25%): Tiktok > Youtube; Aliexpress + Temu > Amazon; although SheIn’s market capitalization at listing was far below expectations, it is still an irreplaceable unicorn; business has now shifted from traffic logic to supply chain efficiency, and no other country can compete with China.

Cloudflare, the globally renowned website and cloud service provider, has also launched a wallet offering stablecoin settlements... On the one hand, there’s an industry winter; on the other, major players are desperately trying to get in?

U.S. Economy: Structural Dilemmas Under Low Growth and High Inflation
In Q2 2026, the annualized growth rate of U.S. GDP was 1.5%, down clearly from 2.1% in Q1. The economy has maintained expansion, but downward pressures have intensified. Geopolitical conflicts have pushed up international energy prices. Rising U.S. gasoline costs have lifted inflation to 3.5%, far above the Federal Reserve’s 2% target, continuing to squeeze consumers’ everyday spending.
The structure of economic growth has undergone a major shift. In the first half of the year, nearly two-thirds of the GDP increment came fro

U.S. Economy: Structural Predicament Amid Low Growth and High Inflation
In 2026 Q2, the U.S. GDP annualized growth rate was 1.5%, a clear slowdown from 2.1% in Q1. Although the economy continues to expand, downward pressure has increased. Geopolitical conflicts have pushed up international energy prices, raising U.S. gasoline costs, and inflation has rebounded to 3.5%, far above the Federal Reserve’s 2% target, continuously squeezing residents’ daily consumption spending.
The structure of economic growth has undergone a major shift. In the first half of the year, nearly two-thirds of the inc

To be honest, seeing this ranking, I’m really shocked!