Billy | All in AI

BTC Holder | Meme Trader | Agent Founder I Aigc | Vibe Coding | 1000xGEM

[Yan Liu @yanliudesign]

Just experimented with Claude Fable 5 in Claude Design.

Less than 20 minutes. Less than 5 prompts.
→ initial prompt and a reference visual
→ change background
→ update fluffy items twice
→ ask “how do I play this on my phone?"

And now this cute little match-3 game works on both my desktop and phone.

[林克Clean @CryptoSociety42]

加密市场没人玩了吗？
为什么币安开始布局美股等传统资产？
币圈玩家，又该如何建立自己的美股投资框架？

这一次，我专访了qinbafrank老师 @qinbafrank
作为少有同时深度参与加密、美股和 AI 科技的投资人，
他毫无保留地分享了自己对未来市场格局的判断，以及从加密投资走向美股投资过程中最核心的认知转变。

《加密通话》第五期：加密与美股：两个市场，一个未来

这次访谈里，我们聊到了：
• 为什么美股等传统资产会成为未来趋势
• 传统金融与加密市场最终会如何融合
• AI、Agent 与 Crypto 的长期关系
• AI牛市是否已经进入泡沫阶段
• 币圈投资者如何建立自己的美股研究体系

看完之后，你会更清晰地理解：
为什么 #Binance 加速拥抱TradFi、连接美股现货、推出bStocks；
为什么越来越多资金开始同时关注 Crypto 和美股；
以及未来几年，全球资本市场可能正在发生怎样的结构性变化。

这期内容的信息密度非常高。
从采访、整理到剪辑，我反复消化了很多遍，对很多问题都有了新的理解，也受益匪浅。
如果你关注加密市场、AI、科技投资，或者正在尝试从币圈走向更大的资本市场，这期内容值得收藏，建议反复观看。
希望能帮你搭建一个理解未来市场的新框架。

[Billy | All in AI @imbilly88]

@krakenfx_ZH +1

[neeko @nekooechi]

https://t.co/QnmdMRw9sy

[阿尔法 @alpha101xyz]

人形机器人赛道确实集中了大量的中国的上下游供应链公司 #humanoid #AI 而无论是看制造能力、规模化/成本控制、作为ai应用端的下游扩散能力都是中国的优势，所以图谱里有大量的A股公司

美银的研究报告其实把人形机器人产业拆成了3层mind/body/soul；为了更方便研究，我把它拆成6个模块

后续会做深度拆解，按照 serenity @aleabitoreddit 的方法论寻找瓶颈/卡脖子的节点企业，其实这也是个股票行业分析猿的基操了，哈哈哈。我本身是在做大宗商品衍生品（石油/天然气/电力期货/二氧化碳合约等等）出身的分析猿，做基本面分析的时候也是这套top-down逻辑，找市场还尚未price-in的供应链卡点，当然市场不总是单纯遵循基本面的，金融市场更本质的还是一个博弈游戏，基本面分析会在某段时间内实效，之后在另一段时间里做回归运动。而散户的优势恰恰在于，没有那么严格的风控和某一段时间内的业绩要求，可以更耐心的等基本面好的资产冲击顶峰，目前是一个基本面分析大获全胜的时间段...

人形机器人产业图谱6个模块：

1）下游应用 & 整机厂
决定需求、场景落地和量产节奏

2）AI 大脑 & 控制系统
负责感知理解、决策规划、运动控制和实时闭环

3）运动执行系统
全产业链最值得深挖的核心层。
关节、减速器、丝杠、电机、伺服、编码器都在这里，直接影响成本、性能、良率和扩产

4）感知系统
负责视觉、空间理解、力控、触觉反馈。机器人从展示走向干活，这一层权重会提升

5）电源 / 热管理 / 连接
决定续航、安全、线束复杂度和连续工作时间

6）上游制造 & 材料
隐藏瓶颈在精密加工、轴承、磨床、热处理、磁材。量产阶段良率和扩产速度会越来越关键

优先深挖三条线：
运动执行系统：PRS、谐波减速器、执行器总成、无框力矩电机
感知系统：六维力传感器、触觉传感器、3D 视觉、机器人 LiDAR
上游制造：轴承、磨床、精密加工、稀土磁材

[캡틴햄찌 @realkimchiboy]

Codex 깔아놓고 뭐 할지 모르겠으면 영상 만들어서 돈 벌어보라는 글이에요. GitHub에 올라온 영상 제작용 Skill 6개를 Codex에 붙이면, 기획부터 편집까지 영상 만드는 과정 전체를 Codex한테 시킬 수 있다는 게 핵심이고요. 자기가 만드는 영상 종류에 맞는 걸 골라서 깔면 됩니다.

하나씩 보면 이렇습니다.

**1. HyperFrames** — 주제만 던지면 영상이 나와요. HTML/CSS랑 애니메이션으로 제품 소개, 움직이는 포스터, 지식 영상, PPT 느낌 영상을 만들어서 MP4로 뽑아줍니다. 글이나 트윗, 제품 설명을 빠르게 영상으로 바꿀 때 좋아요.

**2. video-use** — 편집 담당이에요. 찍은 영상 넘기면 군더더기(멈칫하는 부분, 잘못 말한 부분, 말버릇)를 잘라주고 자막, 오디오, 색보정, 화면 효과까지 손봐줍니다. 말하는 영상(토킹), 강의, 인터뷰 자주 찍는 사람한테 맞아요.

**3. Remotion Skills** — 코드(React)로 영상을 찍어내는 방식이에요. Remotion 공식에서 낸 거고, 화면·자막·애니메이션·타임라인을 통째로 코드로 통제합니다. 랭킹 영상, 데이터 주간 리포트, 제품 업데이트 같은 정해진 포맷을 대량으로 찍을 때 강력해요.

**4. Generative Media Skills** — AI 영상 생성 종합 세트라고 보면 됩니다. 이미지·영상·오디오를 AI 모델로 만들어서 제품 광고, UGC 영상, 뮤직비디오, 숏폼을 뽑아요. AI로 영상 이것저것 실험해보고 싶으면 여기부터. 단, 일부 기능은 MuAPI 설정이 필요하고 생성할 때 비용이 듭니다.

**5. videocut-skills** — 한국어... 가 아니라 중국어 창작자용 편집 Skill이에요. 에이전트가 편집 요구를 알아듣고 소재, 자막, 숏폼 만드는 과정을 도와줍니다. (중국어 사용자 타겟이라 한국어 작업엔 그대로 맞진 않을 수 있어요.)

**6. seedance2-skill** — 영상 아이디어만 말하면 초 단위 콘티, 인물 동작, 카메라 무빙, 대사, 효과음, 그리고 이미지/영상 소재 가져오는 방법까지 짜줍니다. 이렇게 나온 프롬프트를 즉멍(即梦) Seedance 2.0에 넣어서 핵심 장면을 만들면 돼요. 프롬프트랑 콘티까지가 얘 역할이고, 실제 영상 생성은 즉멍에서 직접 해야 합니다.

조합 추천도 정리돼 있어요:
- 글/트윗을 영상으로: HyperFrames
- 실사 토킹·인터뷰 편집: video-use + HyperFrames
- 고정 포맷 대량 제작: Remotion Skills + HyperFrames
- AI 숏드라마·광고: seedance2-skill + 즉멍 + video-use
- AI 영상 실험 많이 할 때: Generative Media Skills

마지막 포인트는, 이 Skill들을 엮어서 자기만의 영상 작업 흐름을 만들 수 있다는 거예요. 예를 들어 "이 트윗을 45초 세로 영상으로 만들어줘, 처음 3초에 시선 잡고, 한국어 더빙이랑 움직이는 자막 넣고, 다 되면 화면이랑 볼륨 체크해줘" 한 마디만 하면 — 대본, 콘티, 프롬프트, 편집, 마무리 포장까지 Codex가 단계별로 처리하게 만들 수 있다는 얘기입니다.

참고로 이건 누가 홍보용으로 올린 글이라, 실제로 깔아서 써보면 설정이 까다롭거나 결과물 품질은 도구마다 편차가 클 수 있어요. 관심 가는 한두 개부터 GitHub 들어가서 직접 확인해보는 걸 추천합니다.

[Billy | All in AI @imbilly88]

如果使用 Codex插件，试试两个插件一起用，会有奇效。

[スモビジ開発ラボ @yoshio_nocode]

Codexの新プラグイン『Product Design』は、
今からアプリ開発するなら絶対に使った方がいい。

➊ アイデアを入力
↓
❷ Image2でUIのビジュアル画像を複数案生成
↓
❸ユーザーが案を選択&実装し忠実に再現
↓
❹デザインQA&共有用リンク化まで自動

引用元の高品質LP作成フローを公式が導入した形。

これでサクッとテストマーケして、
「売ってから作る」が現実的になった。

[ELON | 1000X GEM @taylotsec]

蒸馏了一天中文推美股时间线，【基本面】调研排名：

第一档：基本面最扎实
$MU （美光） 增速猛（Q2营收+62%）估值最便宜（远期PE约8倍）+ HBM卖到2026售罄、毛利率结构性抬升。性价比第一。唯一硬伤：存储是周期股，怕周期反转。
$DELL 数字最硬：FY27营收指引1670亿、+50%，市销率不到3倍，已盈利、现金流强。硬伤：AI服务器毛利薄，赚规模不赚利润率。
$MRVL （迈威尔） 护城河最清晰：给亚马逊/微软/Meta做定制AI芯片，20多个设计订单将在2028-29量产，英伟达投了20亿，客户换不掉。硬伤：估值已经不便宜。

第二档：强，但都有一个明显的"但是"
$CRWV （CoreWeave） 最纯的AI云，994亿订单储备给了最强可见度。但资本极度密集、利息沉重、靠借钱扩张。
$LITE （Lumentum） 光模块龙头，财季营收+66%、利润率大幅扩张、已盈利。但已涨一大截、客户集中。
$COHR （Coherent） 光模块多元化，营收+21%、英伟达投资、刚进标普500。比AAOI稳，比LITE慢。

第三档：增速爆炸但贵或亏损
$NBIS （Nebius） 营收+684%，但PE约364倍、还在亏、烧钱最凶。增速第一，估值也第一贵。
$IREN AI云+94%、跟英伟达签了34亿合同，但还在比特币转型期、当季总营收下滑、净亏2.5亿，还受币价干扰。

第四档：质量尚可但上行有限
$IBM 稳 + 量子期权，但增速只有4-6%、债务重。
$NOK （诺基亚） — 重估基本走完，中个位数增长，2025年营收增速只有3.48%。
$HPE 跟随型，中个位数增长、要看AI战略能否执行，没有自己的强催化剂。

第五档：投机/基本面最弱
$AAOI 涨最猛（+439%）但也最危险：beta 3.76、仍亏损、高管在高位大额减持。小盘、波动剧烈。
$SIVE /SIVEF（Sivers） 基本面最差。2025年仍亏损1.865亿、亏损还在扩大，过去5年跌约90%，市值才1亿美元级、靠不断增发融资，美国只有OTC粉单。跟你文档里"华尔街背书、订单不缺"的描述完全对不上。

[Codex Releases @CodexReleases]

Codex app update: Build and deploy websites with Sites

What changed:
• Sites is now available in preview in the Codex app.
• Use the Sites plugin to create, save, deploy, and inspect websites, dashboards, internal tools, web apps, and games hosted by OpenAI.
• ChatGPT Business workspaces include Sites by default; Enterprise admins can enable it via RBAC.

Details in thread.

[OpenAI @OpenAI]

Building apps has never been easier.

With Sites, Codex can turn your work, ideas, and plans into an interactive website or app your team can explore, use, and share with a URL.

Rolling out to Business and Enterprise plans, before expanding more broadly.

[nini @nini_incrypto_]

https://t.co/JQRjbrMPfC

[MiniMax (official) @MiniMax_AI]

Introducing MiniMax M3: The First Open-Weights Model to Combine Three Frontier Capabilities

- Coding & Agentic Frontier: 59.0% SWE-Bench Pro, 66.0% Terminal Bench 2.1, 34.8% SWE-fficiency, 28.8% KernelBench Hard, 74.2% MCP Atlas
- MiniMax Sparse Attention scales context to 1M
- Natively Multimodal from Step Zero

API: https://t.co/fHRdSV7BwZ
Token Plan: https://t.co/BDCycxepZw
🚀New! MiniMax Code: https://t.co/GvB4YiB6Ul

Weights & Tech Report in ~10 Days

[Mohib Arshi @arshi_mohib]

🚀 Screenforge v0.6.3 is out now

Cinematic Zoom is live 🔥

Based on the amazing feedback people shared on the feature, I went back and tried improving it further.

The demo below is a combination of Cinematic Zoom + 2D Zoom. Feels a lot more cinematic and flexible now.

🔊 Sound on.

Let me know if we cooked with this one.

Other updates in v0.6.3:
• Hide the cursor completely
• Cut camera clips, reposition the camera, and smoothly transition between shots

Download link in the comments.

[Serenity @aleabitoreddit]

Had some more time go through $SIVE earnings transcript, it’s very bullish:

- $JBL pluggable partnership led to more optical transceiver requests for $SIVE

So maybe Innolight/Eoptolink and other large players are my guess.

- More laser capacity on top of Win Semi with more partners being developed. “When the timing is right, we will bring those details to the market.”

CEO said it’s not just Win/Glasgow. I’m already confident in Win Semi scaling capacity, given they’re critical in SpaceX / $AVGO supply chains already.

But this derisks those capacity ramp even more. Just not publicly disclosed yet.

- tremendous executive credibility and experience with U.S. markets, as well as strong M&A experience

Flagged M&A in regards to new board members, which we guessed based on their backgrounds.

- “Production orders are imminent from our lead SATCOM”…

So that’s volume ramp for space

- U.S dual listing progressing smoothly

No exact timeline, my personal guess was around late Q3 or Q4. Probably after June board meeting, they’ll announce timing since that’s when new board members come in.

- “Viewing the ecosystem vendors as competitors is the wrong way to go about it in supercycles where demand far outstrips supply.”

Too much demand in photonics

- “Over the last five months, there's been a rapid increase in the Photonics pipeline as well”

Basically 77% growth pipeline came from photonics (which validated thesis about cpo/pluggable growth vectors for sivers)

TLDR:

We moved from “can sivers get customers this small and can they compete with $LITE?”

To execution eg. “how much can sivers even produce to feed into each supercycle” as they’re volume ramping while demand > supply.”

To me that’s very positive if anything they make gets bought.

Also there’s likely to be a lot of TAM expansion in the photonics space post-M&A as well as more ongoing hyperscaler supplier qualifications hinted.

Again, revenue pipeline surged 77% in just their quarter (5m) largely from photonics… over the entire company’s history.

As CPO scales up h2 2027 onwards, I’m expecting the revenue numbers to look like an exponential curve.

[yetone @yetone]

朋友们，我们今天正式在 ProductHunt 发布了 Yansu！

https://t.co/zFd6XUAu0K

Yansu 是一款主动型 Agent 应用。

它会在后台默默记录你的截图、操作和声音，理解你真实的工作方式，并把零散上下文沉淀成结构化知识。

然后，它会基于这些知识，主动帮你生成贴合自己工作流的定制工具：项目追踪器、AI spend 监控、会议 action item 提取器、专属 dashboard……

它还有自己的虚拟光标，可以在后台开 App、填表单、提工单，不抢鼠标，也不打断你。

本地优先，数据不进我们的服务器；已通过 SOC 2 Type II 和 ISO 27001。支持 macOS / Windows / Linux，也有团队版和企业版。

[GMGN.Ai @gmgnai]

🎉GMGN Agent 技能市场正式上线

专为 Agent 打造的顶级交易技能库—— Meme交易用得到的、想得到的、还没想到的技能,这里全都有(也欢迎提交收录其他SKills)。

✨ 只需一句提示词,让 Agent 自动学会全站技能(持续更新)。点击下方链接获取提示词

👉🏻 点这里 https://t.co/h29iNhqP4n

实用功能:
🔍 扫代币、扒钱包、跟踪聪明钱
⚡ 市价 / 限价 / 止盈止损 / 一键 cooking 单
🌐 SOL · BSC · Base · ETH —— 哪条链都不放过
🤖 跟 Agent 唠两句,它替你冲就完事了

#Agent技能市场 #Hermes #Openclaw #Agent #AI自动扫链交易 #战壕脚本 #Trenches #AItrading

[𝗖𝘆𝗱𝗶𝗮𝗿 @Cydiar404]

团队小伙伴受到 Zara 的启发，闲暇时间搞了一个 Magic Slide 项目（终于发了，其实早就搞出来了），解决了日常 Slide 产出问题，欢迎大家一起体验，转场和效果非常丝滑！联网和部分模型使用我们自己的网关 PIPELLM 完成，顺便多说一句，哈哈哈！目前团队除了C端产品之外，大多数的时间和精力都在做 AI Infra 事情！
https://t.co/VlFZ2sHfC1

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The SEC is set to release its so-called "innovation exemption" for tokenized stocks which will pave the path for trading digital versions of securities, per Bloomberg.

Details include:

1. In a "surprise move," the SEC is leaning toward allowing the trading of tokenized assets

2. These tokenized assets would be tradeable on decentralized crypto platforms

3. The move could "reshape the landscape of the American stock market"

4. This would also be one of the US' biggest shifts into crypto infrastructure yet

Tokenized assets are rapidly expanding.

[Stitch by Google @stitchbygoogle]

Your vibe design partner just got more collaborative!

To celebrate I/O, here are 5 major upgrades (and one big bonus!):
🌊 Streaming
📄 Start with your existing design
⏩ In-place AI Edits
🎥 Motion on HTML-native Canvas
🚀 More Import / Export Options (.fig, Netlify, Loveable, Bolt)
🌟 BONUS: Import and sync your codebase

Rolling out now. Details and product walkthrough video in 🧵