MR.

美股 AI Crash CountDown 崩盘倒计时：

[MR. @ImBishen]

@AYi_AInotes 看 openrouter 上的市场份额，GLM 给 claude 提鞋都不配

[MR. @ImBishen]

和我做的差不多啊 。https://t.co/k8FgQjIjAc

[南宫远 @nangongyuan]

比特币未来10年价格预测。
南宫远+CHATGPT

[MR. @ImBishen]

@joshlovejoe @Web3Dc888 从 openrouter 的数据看，支持你的说法，claude 的份额（token 使用量 x 价格）占统治性优势

[MR. @ImBishen]

GLM 5.2 市值破万亿，OpenRouter 开发者实际调用份额：2.8% of CN camp，约占全球 AI market 0.3%。价格比 Claude Fable 5 便宜17倍，如果真能接近其能力，开发者早就蜂拥而至了。数据不说谎。

[MR. @ImBishen]

tracked daily at https://t.co/adzXbvsc2M

[MR. @ImBishen]

GLM 5.2 claims to rival Claude Fable 5. Here's what the data says.
Zhipu AI just crossed ¥1 trillion market cap on the back of GLM 5.2 hype — claiming benchmark performance close to Anthropic's latest Claude Fable 5.
But on OpenRouter — where the world's most demanding developers

[MR. @ImBishen]

If GLM 5.2 were truly competitive, rational developers would be flooding in. The price advantage alone should trigger a massive migration. The data shows no such signal.
Benchmarks are marketing. Token usage is real money.
Data source: OpenRouter rankings × live pricing,

[MR. @ImBishen]

@Murphychen888 现在别说 $72000,$67000 都突破不了，完全没量，资金热度根本不在比特币这边。

[MR. @ImBishen]

@Anitahityou 还早啊，美国大模型还是处于碾压的地位：https://t.co/6IyGjCIpI9

[MR. @ImBishen]

@saylor Mapped BTC to the Gold ETF path + USD M2 expansion. Gold ETF took 7 years to 4×. BTC is at year 4-5 right now. M2 doubles every ~10 years — the bear market floor keeps getting lifted.
Survive the dip, the math does the rest. @saylor what am I missing?

[MR. @ImBishen]

@TopofMurrayHill @FirstSquawk o my only move now is: keep a lifeline, don't chase their hype, and outlast them. They've got speed and information—we've got patience.

[MR. @ImBishen]

@TopofMurrayHill @FirstSquawk Exactly. And that's exactly why ordinary people are trapped now—cash gets diluted, stocks get harvested, and hard assets like gold are already priced beyond reach. The elites like Musk set the rules; we just pick how we lose.

[MR. @ImBishen]

@TopofMurrayHill @FirstSquawk Exactly. That's why cash is king right now—get out before you bleed out."

[MR. @ImBishen]

@Kalshi Fake news. The US model has 6 times the revenue of the CN model in openRouter. see detail: https://t.co/6IyGjCIpI9

[MR. @ImBishen]

美股 AI泡沫不泡沫要看 token定价权在谁手里，现在是美股 AI 有定价权，但当中国大模型使用量超越美股的时候，定价权就来到了中国大模型会把 token 打成白菜价，到时候你说美股 AI 是不是泡沫？美股崩盘的丧钟已经开始敲响！https://t.co/7mkG4Ckiwy

[MR. @ImBishen]

@cnfinancewatch 泡沫不泡沫要看 token定价权在谁手里，现在是美股 AI 有定价权，但当中国大模型使用量超越美股的时候，定价权就来到了中国大模型会把 token 打成白菜价，到时候你说美股 AI 是不是泡沫？https://t.co/6IyGjCIpI9

[MR. @ImBishen]

When will the US AI narrative collapse?

Built a real-time tracker: Chinese models (DeepSeek, Qwen) vs US models (Claude, GPT, Gemini) — weighted by token usage × price.

Current score: 🇺🇸 85.2% vs 🇨🇳 14.8%

Predicted crossover date: Oct 30, 2026 👇 https://t.co/7mkG4Ckiwy