Simon Li

Web3 professional focused on startup branding, community building, and go-to-market strategies; passionate about stablecoin.

[Simon Li @InterlaceSimon]

Check out my latest article: 我在 Dell、HP、阿里、三星、PayPal、万里汇 和 Web3 这些年，看到的文化，管理变化 https://t.co/DmYWqNCwxj 来自 @LinkedIn

[Simon Li @InterlaceSimon]

Check out my latest article: After 15+ Years Across IT, E-commerce, Payments, Startups and Web3, I Realized Marketing Was Never About What We Thought https://t.co/xMyB3Sxg9Q via @LinkedIn

[Simon Li @InterlaceSimon]

Ray Dalio’s latest 10,000-word essay warns of an increasingly dangerous parallel: today’s global order bears striking resemblance to the prelude of World War II.

[Simon Li @InterlaceSimon]

For 30 years, HTTP 402 sat unused.

Not because it was wrong.
Because humans didn’t need it.
AI agents do.

Now Stripe, Coinbase, Visa, and others are not building products.
They are fighting to define how machines spend money.

And whoever wins this layer will control the economic engine of the AI internet.

[Simon Li @InterlaceSimon]

GOLD & SILVER

The gold and silver silver markets are showing anomalies that traditional financial models can't explain. 📉

According to surveys with institutional insiders:

1. Long-term holders are NOT selling. This confirms strong confidence in physical assets.

2. Short-term leverage is amplifying volatility. The sharp drop is likely driven by liquidation of short positions, not lack of long-term demand.

Bottom line: Developed nations' inflation cycles have peaked. Geopolitical risks in the Middle East remain persistent. 🌍

[Simon Li @InterlaceSimon]

全文

🇺🇸🇮🇷 The Art of War & Face-Saving Diplomacy
Middle East tensions reveal a high-stakes game where both sides must claim victory to survive politically:
🔹 Trump's Dilemma:
•Can admit "mistakes" but never "defeat"


Delayed strikes on Iran after market panic, spun as "negotiation progress"

🔹 Iran's Playbook:
•Learned from Iraq war: Any hint of weakness = collapse 

Even if de-escalating, must frame it as "resisting imperialist aggression"

🔹 Endgame:
•Public: "We destroyed Iran's infrastructure!" (US) vs "We withstood invasion!" (Iran)

Private: Backchannel talks via anti-war figures like Vance

#Geopolitics #MiddleEast #FaceSaving

[Simon Li @InterlaceSimon]

Wishlist of these countries

[Simon Li @InterlaceSimon]

🚨 Dubai's 40-year economic miracle could collapse in 40 days—here's why:
• 90% expat population fleeing → hotels/restaurants abandoned
• Capital controls trap $100k+ transfers
• Real estate crashes 35%, gains wiped out
• Insurance costs 3-10x for flights/shipping
The 'safe haven' myth is crumbling. #Dubai #Geopolitics #dubaiestate

[Simon Li @InterlaceSimon]

Trump's Tweets Trigger Oil Shock

Market whiplash: Trump delays Iran strikes by 5 days, sparking wild swings.
• Brent crude plunges to 92thenreboundsto100
• Gold tumbles to $4100/oz before surging
• Markets skeptical - this is just a 'volatility amplifier'
Key questions remain unanswered:
🔒 Is Hormuz open?
🛑 Are insurers backing off?
💣 Will military escalation resume in 5 days?
High-stakes poker with oil prices as chips. #Geopolitics #OIL #IranWar‌

[Simon Li @InterlaceSimon]

Chinese Export Index-Yiwu Index signals Israel's logistics collapse:
🚨 Chinese merchants halt shipments as Israel's postal & customs systems face systemic failure
🔍 Key insights:
•
GPS/AIS disrupted, banks & ports paralyzed

Unlike Iran's missile strikes, this is structural

Insurers refuse coverage, shipping frozen

Global trade's canary in the coal mine? #Geopolitics #SupplyChain

[Simon Li @InterlaceSimon]

Gold crashes while Bitcoin surges amid Middle East conflict—here's why:
1️⃣ War accelerates capital flight to crypto (Iranians moved assets to BTC in minutes)
2️⃣ AI agents now drive $43M in autonomous crypto transactions
3️⃣ Bitcoin’s new trifecta: War hedge + AI money rails + inflation hedge
The rules have changed. #Bitcoin #Crypto"

[Simon Li @InterlaceSimon]

A payment solution for AI Agent # Aiagent #Agenticcommerce #aiagent #agentcard

[Simon Li @InterlaceSimon]

It’s been 10 years, and no one has known for sure whether crypto assets in your wallet count as securities. 😐

SEC Chair Paul Atkins has declared directly: All of this ends today!

The SEC has officially defined four categories of crypto assets that are NOT securities:
Digital commodities: including BTC, ETH, SOL, XRP, DOGE and other major coins
Digital collectibles: NFTs and meme coins
Digital utilities: ENS domains and utility tokens
Payment stablecoins: compliant stablecoins under the GENIUS Act

Only one category remains under securities regulation: tokenized traditional securities.

He ended with a line that made the whole room laugh:
“We are no longer the Securities and Everything Commission!” #CryptoPolicy #SEC #CryptoRegulation #Bitcoin

[Simon Li @InterlaceSimon]

According to McKinsey, AI agents could mediate $3 trillion to $5 trillion of global consumer commerce by 2030.
https://t.co/rYgu6Bajyz

[Simon Li @InterlaceSimon]

315 刚打击完 GEO（AI 搜索优化），全自动化的 白帽 GEO工具就来了。🔥

现在的 AI 已经开始按“岗位”干活了。

试了下 某厂刚出的「AI CMO」，思路非常绝：

你丢一个网站进去，它直接在后台唤醒一组 Agent 矩阵，像微型增长团队一样替你跑盘子。

✅ 自动做网站 SEO 审计

✅ 自动潜伏 Reddit 社区获客

✅ 监控产品在 AI 搜索里的曝光率

✅ 每天输出 5 条可执行的增长建议

[Simon Li @InterlaceSimon]

CZ Says Al Will Make 1 Million Times More PaymentsThan Humans

[Simon Li @InterlaceSimon]

Breaking:

Ramp just launched corporate cards for AI agents.

Not a demo. Not a concept. Live product.

But here’s the key:
they didn’t give AI “spending power” — they wrapped it in constraints.

Agents request payments via API.
Ramp enforces:
• spend limits
• merchant whitelists
• category blocks
• full audit trails (agent, task, reasoning)

This is new:

AI can now execute payments
—but within programmable financial boundaries

March 16 might be the moment
AI agents became real economic actors.

#AIAgents #Payments #AIeconomy #agentcard

[Simon Li @InterlaceSimon]

Day 1
10 signs the AI agent economy has already started:

• Agents subscribing to APIs
• AI tools hiring other AI tools
• Autonomous research agents
• AI running dev workflows
• Machine-generated SaaS purchases
• Autonomous trading bots
• AI procurement experiments
• AI managing cloud infrastructure
• Tool marketplaces for agents
• Early agent payment experiments

[Simon Li @InterlaceSimon]

Fed's Basel III Proposal Could Slam Bitcoin with 1250% Risk Weight
🚨 Big move from US regulators:
•Fed, OCC & FDIC launching 90-day comment period for Basel III crypto rules

Bitcoin may face 1250% risk weighting under "Group 2b" assets

💰 What this means:
•Banks holding 100MBTCwouldneedtoreserve1.25B in capital

Effectively discourages institutional BTC adoption

🔥 Context:
•Rules based on Basel Committee's 2022 global crypto framework

Targets assets deemed "hard-to-value & highly volatile"

Will this crush BTC's banking dreams or force new financial infrastructure? #Bitcoin #BaselIII

[Simon Li @InterlaceSimon]

https://t.co/x0VKCaYMQK