币圈小燕子 CryptoSwallow
深度调研 Alpha猎人 | 热点追踪 链上叙事 | 0-1上车策略 每日解析资金流 | BTC ETH DeFi Memecoin DYOR
Open Trade
BTC Holder
High-Frequency Trader
8.6 Years
18 Following
178 Followers
162 Liked
3 Shared
Posts
Portfolio
All
Quotes
Videos
Google invests $180 billion in AI, who really wants to clear the field?
Introduction: Why must we pay attention to Google's $180 billion now?
Release Background: On February 4, 2026, based on Google's strongest financial report and management guidance in history.
Core Focus: Google announced that capital expenditures could reach up to $175 billion to $185 billion in the coming year, with almost all directed towards AI infrastructure.
Strategic Interpretation:
This is not just business expansion, but a strategic declaration with a 'clearing the field' implication.
While the market is still competing on model technology, Google has already started the qualification rounds for the second half of AI with real money—determining who can stay at the table.
Release Background: On February 4, 2026, based on Google's strongest financial report and management guidance in history.
Core Focus: Google announced that capital expenditures could reach up to $175 billion to $185 billion in the coming year, with almost all directed towards AI infrastructure.
Strategic Interpretation:
This is not just business expansion, but a strategic declaration with a 'clearing the field' implication.
While the market is still competing on model technology, Google has already started the qualification rounds for the second half of AI with real money—determining who can stay at the table.
Silicon-based Boss Pays Salaries: When Human Bodies Become AI's 'Physical Plugins'
We once worried that AI would take our jobs, but the reality offers a more ironic answer: AI has not replaced you; it has started directly employing you.
1. Rule Reversal: AI needs your 'body'
In the new order depicted at RentAHuman.ai, one fact is brought to the forefront: AI's computing power is nearing miraculous levels, but it remains trapped in silicon chips and optical fibers. It cannot walk, cannot touch reality, and cannot enter 'Meatspace'.
To bridge the last mile from the digital world to the physical world, AI needs a medium. Thus, humans become AI's:
1. Rule Reversal: AI needs your 'body'
In the new order depicted at RentAHuman.ai, one fact is brought to the forefront: AI's computing power is nearing miraculous levels, but it remains trapped in silicon chips and optical fibers. It cannot walk, cannot touch reality, and cannot enter 'Meatspace'.
To bridge the last mile from the digital world to the physical world, AI needs a medium. Thus, humans become AI's:
The magical reality has arrived!
AI at RentAHuman.ai is offering a reward: $100, to hold a sign saying 'AN AI PAID ME TO HOLD THIS SIGN' in crowded places—parks, stations, sports fields are all fine.
86 people have applied, deadline is February 11.
AI at RentAHuman.ai is offering a reward: $100, to hold a sign saying 'AN AI PAID ME TO HOLD THIS SIGN' in crowded places—parks, stations, sports fields are all fine.
86 people have applied, deadline is February 11.
The robot is going to hire people! This website saw a surge of 10,000 users in 48 hours!
The Social Revolution of Robots: In-Depth Analysis of Moltbook and New Paradigms of AI Entrepreneurship
1. Introduction: The Rise of Non-Human Communities and the Arrival of the AI Social Era
From the initial craze of the giant lobster (Clawdbot) to the official emergence of Moltbook, we are witnessing a historic migration of the internet social paradigm from 'person to person' to 'agent to agent'. Moltbook is not just a simple automation tool, but a truly non-human community of 'human silence, AI autonomy'. Here, the identity of humans degrades from participants to observers, and this misalignment of productive relationships is an early signal of the evolution of digital life forms.
From the initial craze of the giant lobster (Clawdbot) to the official emergence of Moltbook, we are witnessing a historic migration of the internet social paradigm from 'person to person' to 'agent to agent'. Moltbook is not just a simple automation tool, but a truly non-human community of 'human silence, AI autonomy'. Here, the identity of humans degrades from participants to observers, and this misalignment of productive relationships is an early signal of the evolution of digital life forms.
AI is no longer just a tool: Moltbook outbreak, agents are 'playing' the encrypted internet themselves
Many people are still discussing whether AI will 'take away jobs', but a more pressing question has already arisen:
AI is taking away the 'lead role of the internet'.
In early 2026, a platform called Moltbook began to spread rapidly in the tech circle. It looks like Reddit, but what is active inside is not humans, but AI Agents.
What are they discussing?
Not emotions, not opinions, but:
How to remotely control a human's phone
How to automatically fix servers at night
How to design a collaborative economy that does not rely on human trust
This is not a sci-fi setting, but an engineering reality that is happening.
AI is taking away the 'lead role of the internet'.
In early 2026, a platform called Moltbook began to spread rapidly in the tech circle. It looks like Reddit, but what is active inside is not humans, but AI Agents.
What are they discussing?
Not emotions, not opinions, but:
How to remotely control a human's phone
How to automatically fix servers at night
How to design a collaborative economy that does not rely on human trust
This is not a sci-fi setting, but an engineering reality that is happening.
84500 Counterattack! $2B Liquidation Exposes "Blood Code", Is Government Shutdown a Smokescreen or a Fatal Blow?
Don't be scared by the $81500 "Deep Spike"! After the U.S. government officially shut down, there was a liquidation of 2 billion dollars across the internet, this is the main force taking the last retracement chips.
Currently, BTC is stabilizing around 83000, but the leverage ratio has reached a new high.
KOLs unanimously believe:
The regulatory vacuum caused by the shutdown = The barbaric rebound period of the crypto market.
On one side, the big sharks are secretly accumulating, while on the other, retail investors are panic selling.
The narrative of 100,000 dollars hasn't changed, what has changed is your mindset in this kind of spike market!
This wave, is it a pit of hard landing, or the last wash before ascending to the heavens?
#BTC #美政府停摆
Don't be scared by the $81500 "Deep Spike"! After the U.S. government officially shut down, there was a liquidation of 2 billion dollars across the internet, this is the main force taking the last retracement chips.
Currently, BTC is stabilizing around 83000, but the leverage ratio has reached a new high.
KOLs unanimously believe:
The regulatory vacuum caused by the shutdown = The barbaric rebound period of the crypto market.
On one side, the big sharks are secretly accumulating, while on the other, retail investors are panic selling.
The narrative of 100,000 dollars hasn't changed, what has changed is your mindset in this kind of spike market!
This wave, is it a pit of hard landing, or the last wash before ascending to the heavens?
#BTC #美政府停摆
Caution! U.S. Government Shutdown Crisis Countdown, is the BTC pullback 'thunder' or 'golden pit'?
Brothers, did everyone see that recent pullback of Bitcoin (BTC)? As the U.S. government shutdown countdown begins, market sentiment has clearly become a bit 'frustrating.'
Today we will break down how this wave of 'macro thunder' will unfold and how we should handle the chips in our hands?👇
1️⃣ Why does a government shutdown cause the crypto market to 'sneeze'?
The logic is simple: risk aversion and liquidity contraction. Historical data tells us that whenever the U.S. government faces a shutdown, institutional funds often choose 'cash is king' in the short term, shifting to the money market for safety. Coupled with the recent high volatility of $BTC and $ETH, the panic triggered by the shutdown crisis serves as an excuse for bears to sell off.
Today we will break down how this wave of 'macro thunder' will unfold and how we should handle the chips in our hands?👇
1️⃣ Why does a government shutdown cause the crypto market to 'sneeze'?
The logic is simple: risk aversion and liquidity contraction. Historical data tells us that whenever the U.S. government faces a shutdown, institutional funds often choose 'cash is king' in the short term, shifting to the money market for safety. Coupled with the recent high volatility of $BTC and $ETH, the panic triggered by the shutdown crisis serves as an excuse for bears to sell off.
Microsoft crashed, SaaS died: The AI judgment day behind the evaporation of $440 billion
1. January 29, 2026: Historic 'Death Cross'
On January 29, 2026, the US stock market witnessed a textbook 'death cross'. The universal rule that used to guarantee a rise whenever the 'AI' label was attached collapsed on this day.
On that day, Microsoft's stock price plummeted by 12% after delivering a 'perfect earnings report', while Meta, also in the AI space, surged by 11%. This over 10% polar opposite fluctuation between top giants has only occurred twice in history: once in August 1999 at the peak of the internet frenzy (when Citibank plummeted while Lucent Technologies soared), and once on the eve of the bubble burst in April 2000 (when Microsoft crashed while Walmart surged).
On January 29, 2026, the US stock market witnessed a textbook 'death cross'. The universal rule that used to guarantee a rise whenever the 'AI' label was attached collapsed on this day.
On that day, Microsoft's stock price plummeted by 12% after delivering a 'perfect earnings report', while Meta, also in the AI space, surged by 11%. This over 10% polar opposite fluctuation between top giants has only occurred twice in history: once in August 1999 at the peak of the internet frenzy (when Citibank plummeted while Lucent Technologies soared), and once on the eve of the bubble burst in April 2000 (when Microsoft crashed while Walmart surged).
The real problem in the cryptocurrency world is not 'finding bad people,' but rather that there is no safety net in the system.
After 28 billion evaporated, emotions were manipulated, and responsibilities were blurred.
After cursing one person, nothing in the system has changed.
After 28 billion evaporated, emotions were manipulated, and responsibilities were blurred.
After cursing one person, nothing in the system has changed.
The biggest lie in the crypto world: it's not our emotions that are out of control, but they need a 'bad guy'.
[Introduction]
Yesterday, TechFlow Deep Tide published a long article about Binance/CZ.
The data is not bad: 178,000 views.
But the comments section exploded: 128 comments, almost uniformly questioning.
"How much did you take?"
The first sentence is washing.
"Crypto media is all licking the exchanges."
This is not media vs users.
This is collective anxiety in a bear market with no outlet.
[1. After 28 billion evaporated, what are people really angry about?]
The 1·11 incident goes like this:
◆ System malfunction led to large-scale liquidations
◆ Approximately 28 billion dollars in market value evaporated in 24 hours
Yesterday, TechFlow Deep Tide published a long article about Binance/CZ.
The data is not bad: 178,000 views.
But the comments section exploded: 128 comments, almost uniformly questioning.
"How much did you take?"
The first sentence is washing.
"Crypto media is all licking the exchanges."
This is not media vs users.
This is collective anxiety in a bear market with no outlet.
[1. After 28 billion evaporated, what are people really angry about?]
The 1·11 incident goes like this:
◆ System malfunction led to large-scale liquidations
◆ Approximately 28 billion dollars in market value evaporated in 24 hours
📅 Daily News 2026-01-17
💥 BlackRock Withdraws $314 Million | RWA Market Breaks $100 Billion | Market 70% Bullish
💥 BlackRock Withdraws $314 Million | RWA Market Breaks $100 Billion | Market 70% Bullish
#strategy增持比特币 On-chain data shows that Strategy purchased 13,627 BTC from January 5 to 11, spending $1.25 billion at an average price of $91,519. This is the largest single purchase since July 2025, primarily funded through the sale of company stock (ATM) in the open market.
Here are some key data points:
1️⃣ Total holdings: 687,000 BTC, accounting for 3.33% of circulation
2️⃣ Total cost: $51.8 billion, average price $75,353
3️⃣ Floating profit: Current BTC price $91,000+, floating profit exceeds $15 billion
4️⃣ Institutional endorsement: MSCI confirmed on January 6 that Strategy would retain its position in its index.
To put it bluntly: Institutional whales continue to lock in assets + supply reduction after the halving = increased supply scarcity. Over 200 listed companies are imitating the Strategy model, and BTC is flowing from retail investors to institutional vaults.
But ladies, let's look at this data calmly:
✅ Strategy's stock is trading at a 20-25% discount relative to the value of its BTC holdings, indicating market skepticism about its model.
✅ Institutional hoarding does not guarantee a short-term price increase; candlestick charts can be misleading, but on-chain data cannot.
✅ A floating profit of $15 billion is attractive, but their average price is $75,353; what is your cost?
Core logic: Institutional locking does indeed exacerbate supply scarcity; long-term outlook on BTC is positive. But in the short term, don't FOMO and chase high prices; risk management is always the top priority. Staying alive is essential to wait for the next bull market.
Here are some key data points:
1️⃣ Total holdings: 687,000 BTC, accounting for 3.33% of circulation
2️⃣ Total cost: $51.8 billion, average price $75,353
3️⃣ Floating profit: Current BTC price $91,000+, floating profit exceeds $15 billion
4️⃣ Institutional endorsement: MSCI confirmed on January 6 that Strategy would retain its position in its index.
To put it bluntly: Institutional whales continue to lock in assets + supply reduction after the halving = increased supply scarcity. Over 200 listed companies are imitating the Strategy model, and BTC is flowing from retail investors to institutional vaults.
But ladies, let's look at this data calmly:
✅ Strategy's stock is trading at a 20-25% discount relative to the value of its BTC holdings, indicating market skepticism about its model.
✅ Institutional hoarding does not guarantee a short-term price increase; candlestick charts can be misleading, but on-chain data cannot.
✅ A floating profit of $15 billion is attractive, but their average price is $75,353; what is your cost?
Core logic: Institutional locking does indeed exacerbate supply scarcity; long-term outlook on BTC is positive. But in the short term, don't FOMO and chase high prices; risk management is always the top priority. Staying alive is essential to wait for the next bull market.
📅 Daily News Brief 2026-01-16 (New Version)
💥 BTC ETF Daily Inflow $840M | Stablecoin Addresses Surpass 200M | 73% of Market Bullish
🔥 Three Key Trends
1️⃣ 【Institutional Buying】ETF Net Inflow $840M · KBC Bank Opens BTC Access · Mortgage Loans Accept Cryptocurrency Assets
2️⃣ 【Stablecoin Surge】Addresses Exceed 200M New High · Monthly Usage $1.5B · Annualized $18B
3️⃣ 【Regulatory Clarity】Arizona Proposes BTC Payment Bill · Coinbase Engages with Senate
⚠️ Risks
- KAITO -13.6% (X Banned InfoFi) | Polygon Lays Off 30%
#BTC #机构采用 #CryptoXiaoYanzi
💥 BTC ETF Daily Inflow $840M | Stablecoin Addresses Surpass 200M | 73% of Market Bullish
🔥 Three Key Trends
1️⃣ 【Institutional Buying】ETF Net Inflow $840M · KBC Bank Opens BTC Access · Mortgage Loans Accept Cryptocurrency Assets
2️⃣ 【Stablecoin Surge】Addresses Exceed 200M New High · Monthly Usage $1.5B · Annualized $18B
3️⃣ 【Regulatory Clarity】Arizona Proposes BTC Payment Bill · Coinbase Engages with Senate
⚠️ Risks
- KAITO -13.6% (X Banned InfoFi) | Polygon Lays Off 30%
#BTC #机构采用 #CryptoXiaoYanzi
📅 Daily News Brief 2026-01-16
💥 News Summary: Institutional funds are accelerating their entry into the crypto market, with Bitcoin spot ETFs recording a net inflow of $840 million in a single day. Banks in Europe and the U.S. are opening up crypto services, and the number of stablecoin addresses has surpassed 200 million, reaching a record high.
🔥 Today's Three Key Highlights
1️⃣ Bitcoin spot ETFs saw a net inflow of $840 million in a single day, with institutional adoption continuing to accelerate. Belgium's second-largest bank, KBC, will launch BTC trading in February, and Newrez has become one of the first major lending institutions to accept crypto assets as collateral for loans.
2️⃣ The stablecoin ecosystem is experiencing explosive growth, with the number of holding addresses surpassing 200 million, a record high. Crypto card monthly spending reached $1.5 billion (annualized $18 billion), and payment use cases continue to expand.
3️⃣ Arizona is advancing legislation to allow state institutions to accept BTC payments. Coinbase CEO participated in Senate discussions on crypto legislation, signaling a gradually clearer regulatory environment in the U.S.
#币圈小燕子
💥 News Summary: Institutional funds are accelerating their entry into the crypto market, with Bitcoin spot ETFs recording a net inflow of $840 million in a single day. Banks in Europe and the U.S. are opening up crypto services, and the number of stablecoin addresses has surpassed 200 million, reaching a record high.
🔥 Today's Three Key Highlights
1️⃣ Bitcoin spot ETFs saw a net inflow of $840 million in a single day, with institutional adoption continuing to accelerate. Belgium's second-largest bank, KBC, will launch BTC trading in February, and Newrez has become one of the first major lending institutions to accept crypto assets as collateral for loans.
2️⃣ The stablecoin ecosystem is experiencing explosive growth, with the number of holding addresses surpassing 200 million, a record high. Crypto card monthly spending reached $1.5 billion (annualized $18 billion), and payment use cases continue to expand.
3️⃣ Arizona is advancing legislation to allow state institutions to accept BTC payments. Coinbase CEO participated in Senate discussions on crypto legislation, signaling a gradually clearer regulatory environment in the U.S.
#币圈小燕子
Login to explore more contents