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我越来越觉得，BNB Chain 现在在 AI 这条线上的战略，已经和很多公链完全不一样了 很多链现在还停留在支持 AI 这个阶段，但 @BNBCHAINZH 已经开始往AI Agent 真正怎么运行上做基础设施了 最近两个动作特别关键：BNBAgent SDK + AI Survival Pack（AI 生存工具包） 很多人可能没意识到，现在大部分 AI Agent 看起来很智能，但背后依然高度依赖人工 人工充值、人工续费、人工买 API、人工管理 OpenAI Key、人工绑定信用卡 很多 Agent 本质上还只是“半自动” 但这次 AI Survival Pack，其实是在解决一个更底层的问题 AI Agent 能不能真正自主工作 这次联合的几个项目，已经开始把模型访问、链上支付、身份、金融基础设施、现实消费这些东西慢慢接起来了 比如 Alt AI、Bankr、WorldClaw 在解决模型调用和链上结算，Pieverse 已经能做到 Agent 调 API 的同时直接稳定币支付，每笔支付还能链上验证， 在做 Agent 金融层，AEON 更进一步，已经开始让 Agent 接现实世界支付 这个方向我觉得特别重要，因为 AI Agent 后面真正爆发，拼的不会是谁更会聊天，而是谁能够自己调用服务、自己完成任务、自己支付、自己运转 而 BNBAgent SDK，其实是在解决开发者侧的问题，让开发者能更低门槛地给 Agent 配上钱包、身份、支付能力和链上 Memory 包括： ▪️bnbagent-sdk：专门给 AI Agent 配钱包、身份和赚钱能力的一套 Python 开发工具，让 Agent 真正具备链上行动能力 ▪️bnbchain-mcp：让 Cursor、Claude 这类 AI 工具，直接通过自然语言读取和操作链上数据，降低 AI 开发者接入 Web3 的门槛 ▪️bnbchain-skills：类似 AI Agent 的“链上使用说明书”，把 BNB Chain 的各种能力提前封装好，让 Agent 知道该怎么调用和使用 这一整套东西，其实已经很像 AI Agent 时代的默认操作系统了 而且有个数据很夸张，2026 年 1 月 1 日，BNB Chain 上 AI Agent 数量才 337 个，现在已经突破 10 万，增长了 266 倍 这已经说明越来越多 AI 开发者，开始真正往 BNB Chain 上迁移 我觉得 BNB Chain 现在最聪明的一点，就是没有强迫 AI 开发者去学习复杂 Web3 反而是在努力把“链”这一层隐藏掉，开发者只需要专注让 Agent 工作 剩下的钱包、支付、身份、链上能力，BNB Chain 尽量帮你封装好，这个方向我觉得很对 因为未来 AI Agent 真正大规模起来的时候，谁能成为 AI Agent 默认运行层，谁就会开始持续吃到复利 #AIonBNB# #BNBAgentSDK# #BNBAISurvivalPack#

Card-on-file billing wasn't built for AI agents but onchain payment is. The Agent Survival Pack is live on @BNBCHAIN with launch rewards across @usealtai, @pieverse_io, @bankrbot, @WorldClawAI, @BAI_AGI, and @AEON_Community. Full breakdown 👇

AEON FRAMEWORK ECOSYSTEM MAP A new agent stack is forming on @base. A growing ecosystem of agents, products, terminals, infra, apps, and experiments building on top of @aeonframework. From @bankrbot to @PancakeSwap, @Powerloom, @clerk, @prmrsamm and more — Aeon is quietly becoming one of the most interesting agent frameworks on Base. The agent economy needs: • memory • skills • workflows • execution • distribution Aeon is turning that into an ecosystem. 42 projects, and counting...

Elon Musk: I didn't build SpaceX and Tesla because I thought they were easy ways to make money. “Anyone who starts a car company thinking it's the easy way to make money is a fool. There are only two car companies that have not gone bankrupt in the history of the United States, and that's Ford and Tesla. And Tesla came within inches of going bankrupt multiple times, as did SpaceX. Who starts a rocket company thinking it's going to be successful? For both of those companies, I thought I had less than a 10% chance of success, and I thought it was overwhelmingly likely that I would lose the money that I made from PayPal.” Interview with The Babylon Bee, December 2021

Chris Hohn did a 90-minute sit-down with Nicolai Tangen and then dropped an investor letter the FT got hold of last week. You’d think the guy who printed a record $18.9B last year would be doing victory laps. Instead he’s quietly rewiring his whole portfolio. My favorite takes from both: 1.The most important thing in investing isn’t growth. It’s barriers to entry. Growth without a moat is the airline industry: 5% volume growth for 100 years and basically zero cumulative profit. 2.There are only about 200 companies on earth he considers high-quality and investable. His fund holds 15. 3.Average holding period: 8 years. Some positions 13. “You have to hold the company forever, because the stock market may be at very bad prices when you want to sell.” 4.His real test for a moat: can the company price above inflation? A 20% margin business that prices 1% above inflation grows profits 5% faster than revenue. Forever. Almost no companies can do this. 5. Industries he won’t touch: banks, autos, retail, insurance, tobacco, asset managers, fossil fuel utilities, airlines, wireless telecom, media, advertising. On banks: “sooner or later someone without a lot of intelligence comes to run them, and then it can be toxic.” 6.On AI generally: call centers go bankrupt. Indian outsourcing coders are next. But for everyone else, AI lowers costs and raises productivity. Companies with real moats become MORE valuable. 7. Here’s the punchline. The FT got hold of his investor letter. He cut his Microsoft stake from 10% of the fund to 1%. Roughly $8B sold. He’d held it since 2017 through a 400% rally. His reason: AI could disrupt Office and Azure faster than the market thinks. 8.He moved that capital into Alphabet. Doubled it from 3% to 5%. Now his largest tech position. The world’s best quality investor sold Microsoft and bought Google because he thinks Google’s moat is more durable in an AI world. Not the consensus trade. 9.The underlying thesis: “AI eats software.” If AI agents do the work humans used to pay per-seat SaaS licenses for, the whole SaaS model gets re-rated. Oracle, Adobe, Salesforce all ~40% off highs. Microsoft 25% off. Market is starting to agree. 10.When to sell? Not when something gets expensive. When conviction drops. Valuation is one variable, conviction is the other. What kills you isn’t being wrong, it’s permanent loss of capital. 11.He admits hardcore activism doesn’t work anymore. Too much of the shareholder base is passive index funds. And even when activism wins, you usually win in a bad business. “The business always wins.” 12.Counterintuitive take: there are more good companies in public markets than in private equity. The best businesses are too big for PE to buy. And when public companies sell something to PE, they’re selling the assets they want to get rid of. 13.On intuition: “thinking without thinking.” Pattern recognition from 20 years of reps. It’s how he sniffed out Wirecard while the German establishment was defending it. “Most investors trust authority too much.” 14.He basically stopped shorting. “You’re going to be eventually right but not be able to fund the losses.” The first guy to short Wirecard had to cover 19 years before it hit zero. Buffett told him he and Charlie studied shorting and concluded it was too hard. 15.He gives almost everything away. ~$500M a year. $10 prevents an unwanted pregnancy in Africa. $40 saves a child from severe malnutrition. $50 prevents permanent blindness. 16.Tangen asks: advice to young people? Hohn, who runs the world’s most profitable hedge fund: “Go on a spiritual path.” The guy who made $18.9B last year ends the interview saying only purpose and meaning matter. The headline: the world’s best quality investor just sold his biggest tech compounder because he thinks AI is breaking the moat. Quietly, with conviction, on an 8-year horizon, while everyone else is still buying the AI winners of 2023.

This week, I'm releasing a 2-hour conversation with @saylor - Chairman at @Strategy. Michael grew up on US Air Force bases in Japan, New Zealand, and Nebraska, earned a scholarship to MIT to study aerospace engineering, started a company at 24, took it public on Nasdaq in 1998, and then watched his personal net worth collapse by $6 billion in a single day before the stock fell another 99%, leaving the company three days away from bankruptcy. In 2020, Michael found Bitcoin and has ever since made it his life's work to buy as much BTC as possible. In the last 6 years, Strategy has purchased more than 843,000 BTC. We talk about: - Should you really mortgage your house or your business to buy BTC? - Does Michael still believe that "there is no second best"? - "Sell the kidney if you have to but keep the Bitcoin", really? - Why watching MicroStrategy go from $333 a share to $0.42 completely changed his relationship with risk - How is mum played a huge role in his life's success - Why MIT was way harder than building a multi billion $ public company from scratch - How Strategy went from near-bankruptcy in 2001 to owning more than 843,000 Bitcoin in 2026 - Why Michael bought some premium domain names in the 1990s and how he made tens of millions flipping some of them - Michael's great Apple bet in 2012 - Discovering Bitcoin in 2020 and understand monetary scarcity at 55 years old - STRC, the "passenger plane" - Why working hard is the worst advice you can give anyone in the AI era And much more... Podcast out this Thursday!

近期 @bankrbot 开始持续获得市场关注。市场分析人士认为，在 Base AI 热度持续升温、AI Agent 金融基础设施叙事、Coinbase 生态支持、生态项目活跃度提升以及新产品预期等因素推动下， $BNKR 正逐渐成为 Base 链上备受关注的 AI 概念项目之一。 ▫️1 乘风口：Crypto x AI 热度持续升温 近期，Base 生态 AI 项目表现持续强势， $VVV、 $POD 等多个 AI 概念项目短期内均出现明显上涨。市场普遍认为，资金正持续流入 AI Agent 相关赛道，Crypto x AI 已成为当前最受关注的热门叙事之一。 ▫️2 筑底座：Bankr 切入 AI Agent 基础设施 Bankr 正在构建 Base 上 AI Agent 的金融基础设施。用户可直接通过自然语言完成交易、发币与钱包管理，无需传统 DEX 操作，部分社区将其称为 AI Agent 的 Stripe。 ▫️3 强造血：BNKR 已形成收入闭环 Bankr 平台对交易收取 0.8% 手续费，并回流至 BNKR 生态，形成实际收入支撑。同时，越来越多 AI Token 开始通过平台发行。近期，生态内 $GITLAWB 与 $LFI 均出现大幅上涨，进一步提升市场对 Bankr 生态扩张能力与资金关注度的预期。 ▫️4 抱大腿：与 Coinbase 生态深度绑定 Bankr 曾获得 Coinbase Ventures 旗下 Base Ecosystem Fund 支持， $BNKR 已上线 Coinbase，并接入 Base App。此外，其也支持 Coinbase 主导的 x402 协议。 ▫️5 开新局：多项新产品酝酿落地 目前，Bankr 已扩展至 AI Launchpad、LLM Gateway、杠杆交易与 Polymarket 集成等方向。未来或推出稳定推理币以及 $BNKR 质押推理折扣机制，市场认为，这可能进一步提升其估值预期。

🚨 A typical AI Agent security incident recently occurred on the Base chain. An attacker sent a carefully crafted Morse code message to @grok, inducing it to output transfer instructions. @bankrbot then directly parsed and executed those instructions, ultimately leading to the transfer of real on-chain assets. Our analysis found that the core issue was NOT that Grok held private keys. Instead, the real problem was: • Untrusted #AI# natural language outputs were treated as executable financial commands • Permission isolation was insufficient • Trust boundaries between AI output and execution systems were poorly defined This incident highlights the growing security risks at the intersection of AI + Crypto Agents.⚠️ Full analysis 👇

Charlie Munger explains Private Equity and Investment Bankers with an example of a dumb Horse 😂 “Man goes to a Vet complaining about his horse who gets vicious sometimes. The Vet replies: The next time horse behaves well…sell it.” “That’s how private equity works.”