Dune Whoever controls the spice controls the universe. In Dune, spices are mixed. Today? The computing power of artificial intelligence. Observe what's happening—not isolated events, but patterns: Peace agreements reached in unexpected places. Short wars ending abruptly. Rare earth export bans. Strategic tariffs. Sudden technological breakthroughs. Rumors of regime change. Capitalist governments taking stakes in private companies. None of this is random. The real driving force is: We've reached a point of irreversible global debt. Old economic strategies have failed. What's next isn't adjusting interest rates or stimulus programs, but a complete rewriting of the rules. This is a war for artificial intelligence. This is a race for artificial general intelligence (AGI). AGI—not just assisting, but deciding, creating, and dominating. Two camps are building completely independent systems in an attempt to get ahead of the curve. Led by the US. Led by China. Not just competition, but differentiation. Different supply chains. Different currencies. Different technology stacks. Different futures. Why the split? Artificial intelligence capabilities depend on four inputs that cannot be forged or shortcuted: • Energy (abundant and reliable electricity) • Rare materials (chips cannot be produced domestically) • Manufacturing (wafer fabs, facilities) • Talent (the people who make the chips) By locking in these four areas, you can not only win economic victories but also set the rules for the next century. This is why news headlines, seemingly fragmented, are not: • Peace agreements = securing reliable partners (network centralization) • Export bans = cutting off raw material supplies • Tariffs = forcing production to move domestically, reducing vulnerability • Technology announcements = demonstrating dominance, attracting talent • Government equity in enterprises = combining national power with the speed of innovation Models support this. We have a 35% to 40% probability that we will enter a drastically different political, economic, and social system within a decade. The test is as follows: If this argument holds, closely monitor the geopolitical landscape. Major conflicts may be resolved with territorial redivision, quickly giving rise to strategic energy partnerships that seemed impossible just months ago. Why energy? Without a large, stable energy supply, it's impossible to power AI infrastructure on a massive scale. Models that treat debt as thermodynamic entropy show that energy shortages are a major amplifier of systemic collapse. Countries with energy reserves will become the "kingmakers" in the AI race. If this process proceeds smoothly, it's almost certain that everything—trade, diplomacy, conflict—will be subordinated to building a dominant AI bloc. What this means for you: This isn't a market cycle; it's a winner-takes-all reorganization. Policies will favor the countries that help their blocs win. Return on capital? Traditional metrics? These are irrelevant during a transition. The question isn't "What's the best investment?" But "Which bloc will win, and who will ally with it?" Energy. Chips. Algorithms. Talent. Find the companies and countries that control these elements, and you'll find the new centers of power. Ultimate Goal: Mastering AI computing means mastering: • Economic growth (productivity, deflation, who prospers) • Military power (intelligence is the ultimate weapon) • The financial system (who issues reserve currency) “Whoever can destroy something controls it.” — Frank Herbert The situation has changed. The game has begun. Are you on the right track? Disclaimer: Analysis is based on proprietary models. The predictions are scenario analyses of current development trajectories and are not predictions or definitive conclusions. No investment or financial information is involved.

At today's highest point, all the large Ethereum positions were sold out. I am too strong. I will wait for the US stock market to fall a bit and then buy them back in a few days.

I've been really keen on alt-market trading lately, catching $coai, $ta, and $skate all in one wave. The market maker behind coai has a strong strategy and strong control, driving up the price by 1,000x. I think I left ta too early.

What are the young people playing nowadays? I don’t understand what they are playing. What is “empty life” and what is “palu”? Damn, should I create a group for young people and learn from them? Haha.

$FLOKI has awakened! 🐕 Up 1.15% to 0.00010331 Meme season is booming, with strong trading volume! 📈 Buy $FLOKI now {Spot} (FLOKIUSDT) #FLOKI #USDT #Binance #MEME #BNBBreaksATH

This wave of ETH's rise is very strong. The Nasdaq is still falling today. He pulled up the onion in the dry land. It seems that the National Day will squeeze the market. ETH is likely to rise sharply in October. I have to control my hands and don't miss the big meat. I won't sell it if it's less than 5000.

The importance of operations is clear. Aster has a market cap of $10 billion, while the established OKX platform token, OKB, has a market cap of less than $4 billion. Hahaha. Old Xu still believes technology trumps all else. Clearly, operations and technology are equally important.

I might be the only person in the market who can profit by shorting MYX. This team understands margin call logic, hitting short positions on Binance futures contracts and manipulating Binance Alpha spot prices. @MYX_Finance It's nearly 500x. This team is incredible! I'm impressed.

Brother Sun is truly awesome, even wanting to rip off the President of the United States. This time, his own coins are frozen, and so are the coins of retail investors on Huobi. He might even have to buy a share for retail investors to withdraw their coins. That's hilarious. Then WlFi might rebound.

Recent Assets I think it's a good idea to buy #sbet or $bmnr in US stocks today. Long-term, the current MNAV is only around 0.82 and 0.9. I basically cleared out my A-shares the day before yesterday. I only have a small portion of BGB @Bitget_zh okb @okxchinese Can you please step up a bit? They all say they want to expand aggressively, with promotions and more initiatives, bro.