Gary Wu

🛠️ Building @stingraylabs #BuildOnSui 🛠️ prev. PDM @LootexIO ⚡️ @Claynosaurz Hodler

[Gary Wu @gary57999]

Just got my @Claynosaurz NFT revealed.
Really cute! 🦖💧🦕

[0xFunky @0x0funky]

有人問我說這樣的一人公司每個月的AI成本是多少
目前沒使用任何中轉站都是用官方訂閱。
(以下之後會轉換成Business Plan)

Claude 20x: 200$
ChatGPT Pro 20x: 200$
Figma Pro: 20$
Google workspace: 10$

其實我不知道那些喊token不夠用的人是怎麼燒的，公司目前有5個大專案還有5個公司產品專案在同時進行，這樣的訂閱每周的token用量完全都是夠的。

80% Agent 使用Claude Code，20% Agent用Codex，都是使用最新Model，Reasoning也都是用最高的。

我覺得重點不是無腦燒 token，而是把 context 管理好，固定規則轉成Markdown、專案Project memory、任務拆小、agent 分工明確，減少讓 AI 每次都從零理解專案。

或許真正貴的不是 token，而是混亂的工作流。

[alvin617.eth 🦇🔊 @Alvin0617]

2026 年對於全世界來說，都是需要好好思考的一年

思考人類存在的意義，思考那些對我們重要的人事物為何重要，思考我們自己在世界未來的五年、十年，要用什麼樣的姿態生活著

很多人在安穩的工作環境待了五到十年，到今年第一次遇到了很大的動盪

幸虧幣圈本身就充滿動盪🤡感覺大部分人經過了一兩次牛熊，心智都快跟鐵打的一樣

我不會拋棄這個產業。要不是八年前在一個漫不經心的課堂上接觸到它，也不會有過去這些年有趣的回憶

4 月開始頻繁出現的駭客事件，就像是一個失重下墜的隕石，對於加密產業來說現在宛如處於等待新文明重建之前的至暗時刻

雖然我們都知道再過一陣子就會好，可能是今年 Q4，可能是明年，也可能是後年

而在這種環境下，想要做出些什麼是蠻困難的，很多人都選擇進入了休息狀態，其實也不難理解

至於我則認為慢慢看到了一些加密世界跟外部世界的交集之處：

幣圈可能不會再出現大家期待已久的再一次「宏大敘事」

宏大敘事可能本來就不是全世界需要的。

當未來的科技發展、金融發展都離不開 Crypto 的時候終於到來

大家反而比以前更失望，其實是一件很矛盾的事情

很多時候我們在做的事情當下看不到結果，但只要相信累積的力量，就可以看到花開結果

[0xFunky @0x0funky]

剛看完 a16z 關於 AI 為什麼需要區塊鏈的這篇深度報告。

滿有趣的，剛好對上昨天看的 @BNBCHAIN 剛提案的 BAP-578，整個特別有感，裡面提到的幾個問題好像在 BAP-578 上都有初步的解法：

1. 身份與主權問題： a16z 擔心 AI 偽造分身太容易，而 BAP-578 把 Agent 封裝成唯一的 NFA (Non-Fungible Agent)，讓 AI 擁有不可偽造的「通用護照」與資產稀缺性。

2. AI支付問題： a16z 提到傳統支付不適合 AI 高頻微交易，BAP-578 內建的 TBA (Token Bound Accounts) 直接給了 Agent 獨立錢包，如果再搭配x402就可以實現，實現原生 "機器規模支付"。

3. 隱私問題：a16z 強調隱私是 AI 安全的核心，BAP-578 在架構上預留了 ZKML 接口與數據驗證，讓 "證明身分" 不再需要暴露原始數據。

雖然現在大盤把整個幣圈市場的情緒壓得很低，但看完 a16z 的這篇分析，再對照 BNB Chain 提出的 BAP-578，會發現一件事，就算市場再低靡但區塊鏈的技術還是在持續的發展。

Moltbook開啟了 A2A Social Network，如果 AI Agent 最後要走向自主運作、彼此協作、甚至大規模進行機器對機器的微支付，那我也還是相信，區塊鏈技術在身份、資產主權與原生支付上的設計是必要的，從技術路線來看，AI + Crypto 這條路線我覺得還是正確的。

@cz_binance @heyibinance

[GREG ISENBERG @gregisenberg]

2026 is the GREATEST time to build a startup in 30 years

I’m 36. I’ve sold 3 startups, helped build companies that raised billions, and backed teams from seed to unicorn.

20 MEGA shifts that make this the BEST time to build in a GENERATION:

1. Hardware got smart. Download open-source AI models from HuggingFace to cheap robots and they're suddenly smart. Opens up tons of use-cases.

2. SaaS is imploding. AI can replicate $500K software for pennies. Enterprise software that took 30 engineers now requires 1 and a Claude Code subscription. Founders will go more niche and more custom and outprice incumbents.

3. Outcome-based pricing is eating subscriptions. With AI agents handling work automatically, founders can guarantee results instead of selling features. This creates a massive arbitrage opportunity to steal market share from rigid subscription models.

4. Vibe marketing is the new marketing. AI agents/tools like Lindy, Gemini and Claude Code Using agents to do personalized outreach, ads and content creation it’s getting good. This is like getting on social in 2005.

5. Social is FYP-ified. Distribution no longer requires massive followings, just content that hits. Founders can build audience from zero without ads and then convert them to owned media channels (text/email).

6. Interfaces are vanishing. Conversations are replacing dashboards across industries. This removes training barriers and means customers can use sophisticated products immediately.

7. Companies are obsessed with efficiency and cutting costs right now. Corporate budgets are getting reallocated to AI. Companies are cutting traditional software spend to make room for AI-powered alternatives. This creates fast-tracked approvals for startups delivering 10x efficiency.

8. 99% of MVPs won't need VC. Low-cost MVPs combined with creator partnerships and AI automation allow bootstrapped scaling. For most software businesses, outside funding is now unnecessary.

9. Global teams. You don’t need to hire in your own city anymore. Opens up tons of arbitrage opportunities and ways to create products unlike before.

10. Millions of creators want to get paid. If you have the right product, the right network of creators, you can hit scale insanely efficiently. Never before did this exist. Next gen founders are building startups community first, software second.

11. Prototyping is nearly instant. With Lovable, Rork etc, you can test ideas in days, not months. MVP speed is basically 1x/week. This creates room for multiple products from small companies (multipreneurship), helps get to PMF faster,

12. LLM APIs create building blocks weekly. I can’t even keep up with how many new APIs/tools coming out from LLMs weekly. Example: Nano Banana pro comes out, probably 1000 ideas built on top of that can be $5M/year businesses.

13. $1m+ revenue per employee. With the leverage of LLMs, community and agents, employees are way more efficient. It won’t be uncommon to generate $1m per employee. This will lead to a rise of "multipreneurship", small teams owning multiple products /businesses. Holding companies will be as common as startups.

14. Superniche is the new niche. Because costs to create software startups is 1/100th, you can service little niches (i call them superniches) and still have a life-changing business.

15. Mobile app ecosystem about to 10X. 2 reasons. First is, adding AI to apps make apps more useful. More useful apps, make more money. Second,

16. Compliance and boring workflows are suddenly buildable. Permits, audits, insurance, payroll edge cases, filings, RFPs. These were “too annoying” for startups before. Agents thrive on rules, checklists, and repetition. The least sexy problems now have the best unit economics.

17. Claude Code killed the “engineering bottleneck.” The constraint is no longer “can we build it,” it’s “do we understand the workflow deeply enough.” The winning founders are ex-operators who encode tribal knowledge into agents. Code is cheap. Taste + domain insight is scarce.

18. The long tail of software is now profitable. Niches that capped at $200k ARR can clear $5M with near-zero marginal cost.

19. Services are quietly becoming software. Manual agencies are one agent away from product margins.

20. if AI can replicate $500K software for $20/month, what’s your moat? distribution, customer service, brand, data etc. REALLY good time to be a world class designer/marketer.

(and even more.... but this is getting long already!)

We've entered the rarest of windows...

when multiple technological shifts collide at once, creating a brief period where small teams can build things that were previously impossible.

THE FUTURE OF BUILDING STARTUPS IS DIFFERENT.

I know this...

This unique moment won't last forever. Markets will adapt. Giants will respond. The window will close.

But right now, a founder with clear vision and bias for action can build more in six months than was previously possible in years.

(note: if you need an idea to get creative juices flowing, grab one at @ideabrowser)

The next generation of great companies is being created right now, many by founders you've never heard of.

Some by people who would never have had a shot in previous cycles.

That's the beauty of these rare windows. The playing field briefly levels, and the future belongs to those who see it clearly and move first.

It's a sacred time, don't bookmark/share this, build something in 2026, will ya?

Happy building, my friends. 2026 is yours.

Am I wrong?

[安仔 @geekshellio]

2026 年，可能是我们这代人最好的创业窗口期

说真的，我已经很久没有看到一篇让我这么兴奋的文章了。

Greg Isenberg 是个 36 岁的连续创业者，卖掉过 3 家公司（我却一直死磕自己的创业公司...），帮助过从种子轮到独角兽的团队，他说 2026 年是过去 30 年来最好的创业时机。

一开始我还觉得是不是标题党，但看完他列的 20 个理由，我承认我被说服了。

先说最颠覆的一点。以前做一个企业级软件，可能需要 30 个工程师，现在呢？一个人加一个 Claude Code 订阅就够了。

那些曾经要花 50 万美金才能搞定的软件，现在几乎可以用零头复制出来。这意味着什么？

意味着那些躺在功能堆砌上收订阅费的传统 SaaS 公司，正在被一个个小团队用更便宜、更垂直的方案蚕食掉。

然后是商业模式的变化。以前卖软件是卖功能、卖订阅，用户买了可能用不用得上是他自己的事。

但现在 AI Agent 可以自动完成工作，创业者可以直接卖结果。你不用再跟客户解释你的产品有多少个 feature，你就告诉他：这事我帮你搞定，搞不定不收钱。

再说说门槛这件事。以前做个 MVP 至少要几个月，现在用 Lovable、Rork 这些工具，几天就能出原型。

Greg 说现在的 MVP 速度基本上是一周一个。这带来一个很有意思的现象：

小公司可以同时跑好几个产品，哪个跑通了就 all in 哪个。以前创业是押宝，现在更像是组合投资。

还有一个我特别认同的观点：

编程不再是瓶颈了。

以前我们总说"工程师不够"、"开发资源紧张"，现在真正稀缺的是什么？

是对业务流程的深度理解，是行业里那些只有老手才知道的隐性知识。

代码变便宜了，但品味和领域洞察力反而更值钱了。

所以他说，下一波赢家很可能是那些懂业务的前运营人员，他们把自己脑子里的经验编码成 Agent，这才是真正的护城河。

说到护城河，Greg 问了一个很尖锐的问题：

如果 AI 能用每月 20 美金复制出 50 万美金的软件，你的壁垒到底在哪？他的答案是：

分发渠道、客户服务、品牌、数据。

换句话说，技术本身越来越不是壁垒，真正值钱的是你能不能让用户知道你、信任你、离不开你。

所以他说，现在是设计师和营销人最好的时代。

最后他说了一句话，我觉得特别到位：

我们正处在一个极其罕见的窗口期，多个技术变革同时发生，小团队突然能做到以前根本不可能的事情。

但这个窗口不会永远开着，市场会适应，巨头会反应过来，机会会关闭。

所以他的建议是：别收藏这篇文章了，去做点什么吧。2026 年是属于那些看清趋势、先动起来的人的。

[Wizz.hl 🇹🇼 🇯🇵 @karma_wizz]

Podcast 真的上線了

上一篇提到，關於這個podcast的品質絕對普通且不專業，但講的內容基本上會有一定水準

所以如果你有任何想聽的題目，或是你有想了解或研究不透徹的，歡迎在留言區留言，我們會篩選題目，或許在之後的集數就會跟拿來上線分享

-
前陣子跟 @cryptogator1121 在瞎聊說要做，當時候就是瞎聊，真沒想過會上線，直到我剛剛發出去ep.0的時候心裡還是覺得不太真實，可能最近的事情都讓我覺得不太真實

但不管怎樣，真的上線了

說實話，到發出去的那一刻，我都覺得不太真實，因為這不是我平常會做的事情啊

我不是一個口條太好的人，但前陣子參加 @truemarkets 的space 後，聽聽第一集跟後面的內容時，自己在講話的流暢度提升不少，希望在未來的節目裡面可以更好

附上連結：
@Spotify -
https://t.co/jQTg5XySSX

至於其他的e.g. YouTube, Apple Podcast 會在之後繼續更新

EdgeMen.

[Gary Wu @gary57999]

@karma_wizz @cryptogator1121 聽！

[Sui @SuiNetwork]

Sui 2025 → 2026 w/ Adeniyi, Evan, Kostas, and Aslan https://t.co/Vq3ruCot9E

[Gary Wu @gary57999]

@karma_wizz 瑞士🇨🇭

[Gary Wu @gary57999]

@NickGideo @AnthropicAI @bunjavascript

[Gary Wu @gary57999]

@hklst4r @yearnfi Thank you for the detailed investigation.

[Gary Wu @gary57999]

@spwfeijen PRO

[Gary Wu @gary57999]

I saw $yUS and immediately said YES!

I'm officially registered for the Talus Airdrop.

Register before the Nov 28th cutoff & follow @TalusFoundation for the $US TGE date announcement!

https://t.co/f8ehzqUgHI

[Talus Foundation @TalusFoundation]

1/2 Registration for the Talus airdrop is now live.

You helped bring the new agentic AI economy to the front pages. Now, it’s time to confirm your spot.

It's time to say $yUS
https://t.co/qqtxgKCRVD

[Gary Wu @gary57999]

AAVE app!🤩
https://t.co/ErQXX7Eyuv

[Aave @aave]

Introducing Aave App, a smarter way to save.

[Gary Wu @gary57999]

@0xJarekkkkk @theharrisonkim @WalrusProtocol lol

[Konstantin Lomashuk cyber/acc @Lomashuk]

I’m still bullish - never been better conditions for crypto:
1. stablecoins
2. yield
3. derivatives
4. lending
5. RWA
6. crypto first banks
Markets are unstoppable.

[Gary Wu @gary57999]

@AuraDomoAi Sora2

[區塊先生 🐡 ⚠️ (rock #58) @mrblock]

🚨 感覺 DeFi 要出大事了 (詭異的氣息)

尤其我們看到像 Compound、Lista、Silo、Morpho、Ethena Labs（USDe）、Stream Finance（xUSD） 還有其他類似 Curator／借貸 平台的透明度和流動性明顯不足。

同時各種借貸資產的 utilization 率飆升至 95%～100% 級別，這其實代表：若想領取／提現 → 可能變得困難。

目前雖然還沒有全面恐慌，但一旦恐慌蔓延 = bank run 啟動 → 擠兌 → 連環錯位開始。

這個週期，整個 DeFi 的 “樂高” 模型已經太錯綜複雜、各協議交叉引用，一環出錯則環環錯。AAVE 體量都來到 600億美金，但是底下的Core資產looping極高。

提醒大家：在追高利、追用量前，也要警覺背後的結構風險。

⸻

🔍 背後幾點值得放大提醒：
•Stream Finance 已公告一筆約 9,300 萬美元的損失，並暫停存提款項。
•同時，調查追蹤發現其所牽涉的借貸／穩定幣敞口超過 2.84 億美元，風險或將向多個協議蔓延。
•Compound、Silo、和各大借貸平台的流動性和結構問題

現在不是只看「利率高」「用量大」的時候，而是要問自己：「如果我領不出／如果挖不到／如果借方倒了，這整個杠桿／互連結構會怎麼瓦解？」

DeFi 的時代沒錯，但樂高太亂、底座太脆，值得所有參與者警醒。🫡

[Gary Wu @gary57999]

@RituWithAI SORA