Once BMNR and SBET start competing, there will definitely be a winner and a loser; it's only over when you've bought at the top.

Organizing various small wallets and exchanges, I found a bunch of buy and forget coins, like the $ZORA I bought at the beginning of the month. Success, all thanks to forgetting?

In 2023, I participated in a small private placement of HT, released half the next day, and then it was locked for a while. Since the amount was too small, I didn't open my Huobi account for 2 years. In 2025, I re-downloaded Huobi today and found that my account had multiplied several times, and this little bit of HTX has been earning interest in my financial account all along. This is probably the most successful primary investment of 2023. 🥲

Thanks to @cubelabs_web3 for the invitation to co-create 🫶 There was a question raised by the host that was very enlightening. "As a content creator and also a growth person, is there any mutual influence or inspiration between these two roles?" In fact, user growth and content growth follow the same methodology. Everyone should pay more attention to @0xinfini's stablecoin investment; whether for businesses or individuals, you can easily achieve good returns and truly win effortlessly.

The new variety show "Kevin's Kitchen" premieres today. Let's cook together 🫶

Recently, I started using @lovart_ai for generating images again, and it's really useful, truly useful. By the way, I listened to an interview with Lovart's founder, Chen Mian. "The business model is the most important; a non-working business model will never work." "In the end, it returns to a purely online business model, and I won't touch offline anymore." Only those who understand will grasp the depth of this statement. He gave two examples: 1⃣️ The example of Mobike, with unlimited supply and unlimited supply costs, where users don't spend money, and the bikes don't cost money. Reflecting back on the essence of business, Mobike's business cannot achieve such a large scale under 'limited supply'; the first business is not a good, independent business. 2⃣️ Daily Fresh, the concept of Internet + retail is a false proposition; it realizes that the improvement and efficiency brought by the Internet to retail are very weak.

While all entrepreneurs are studying 'how to do better than their competitors', Silicon Valley's most rebellious billionaire Peter Thiel is asking: 'Why is your competitor worth imitating?' From investing in Facebook—the social media that amplifies human desire to imitate—to specifically targeting 'businesses that banks dare not touch' to create a crypto bank, his adventurous moves reflect his business philosophy: wealth lies deep within the lonely mountain guarded by dragons—most people wouldn't even dare to seek it. Peter Thiel's business philosophy starts from the 'theory of mimetic desire'. 1⃣️ Foundational Thought: René Girard's Theory of Mimetic Desire To understand Peter Thiel's business philosophy, one must return to his most influential teacher, René Girard. Girard's theory of 'mimetic desire' posits that the essence of human behavior is the imitation of others' desires, leading society into homogeneous competition. From this, Thiel distills the core idea: 'Do not copy your neighbor'—opportunities exist in the dark areas that no one is watching. 2⃣️ Mythical Naming Metaphor System This philosophy is intuitively reflected in Thiel's obsession with mythical symbols: Thiel and his investment in Luckey both have a fondness for 'The Lord of the Rings'. Luckey's defense technology company Anduril is named after the sword used by Aragorn. Thiel's Palantir is a large software company (the seeing stone from 'The Lord of the Rings'). And Thiel's Mithril Capital, established in 2012, is named after a precious metal mentioned in the book. Valar Ventures/Rivendell Capital (Middle-earth and the Elven sanctuary) Erebor (the Lonely Mountain): the wealth of dwarves is hidden deep within the untouched Lonely Mountain. 3⃣️ 'Institutional-level Leapfrogging' Practice of Erebor Erebor's differentiation lies in its application for a full-function national bank license, explicitly including 'stablecoin trading and custody' in its main business scope. This naturally qualifies it for interstate operations and comprehensive compliance, expanding its clientele beyond the digital asset industry to include AI, defense, biotechnology, and other sectors considered 'high risk' by traditional banks. Competitive Dimension: not being a filler in the crypto ecosystem, but reconstructing the banking infrastructure itself—while peers compete for existing tracks, Thiel is leapfrogging at the institutional level. From investing in PayPal and Facebook (mimetic desire) to investing in the crypto bank Erebor, this philosophy rejects 'improving under the spotlight' and is dedicated to 'creating in the dark'. Just as the naming of Erebor suggests: wealth is hidden deep within the Lonely Mountain guarded by dragons.

"Working hard to do laundry in a dark room" is a metaphor for not knowing your ranking progress, not understanding the rules, and only being able to try various angles to cover all scoring points. But this metaphor was passed on from @LonersLiu, "Pulling wool is like taking a graduate entrance exam, doing laundry in a dark room."

🎙 Cube Labs Roundtable Forum AMA Announcement 📢 Topic: Web3 + Stablecoins? Discussing the New Paradigm of Future Payments ⏰ Time: July 31 (Thursday) 21:00 Beijing Time (GMT+8) 🎤 Host: @suni_web3 🌟 Guest: Ivy @ivyleanin (Host of Our2Cents Blog & Head of Growth at Infini) 📍 Channel: Twitter Space 🔗 Listening Link: ✨ In this AMA, we will delve into the real application scenarios and potential boundaries of Web3 stablecoins with Ivy, from the dual perspectives of content creator and growth leader. What breakthroughs can stablecoins achieve that USDT/USDC cannot solve? What new sparks will emerge at the intersection of content, growth, and payments? 📡 Click the link to reserve your spot for the live broadcast and witness the next real landing of stablecoins. #CubeLabs #Web3 #stablecoin #AMA #Infini #Crypto

"One of the greatest gifts we have for each other, for our children, for our spouses, for our teammates is to put them in a positive feedback loop to see their talents and flaws clearly, and then help them create the conditions for their talents to develop."