Web3.01

[Palantir @PalantirTech]

Our thoughts on the importance of AI sovereignty.

1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.

2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.

3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.

4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.

5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.

6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.

7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.

8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.

9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

[ODIG @ODIGco]

🔥 Event Agenda | Google Cloud Stablecoin Forum Hong Kong 2026 Approaching Soon

🚀 —— Driving AI Innovation in Cloud, Stablecoins, and Connected Ecosystems.On April 20, hosted by Google Cloud @googlecloud and co-hosted by ODIG @ODIGco, the Google Cloud Stablecoin Hong Kong Forum will bring together the Google expert team, industry leaders, and authoritative decision-makers in Web3 and AI. The forum will feature in-depth discussions on the new paradigms at the intersection of Web3 and the Agentic Economy:@XLayerOfficial | @Cobo_Global | @Moca_Network | @osldotcom | @HSKChain | @DeepXFi | @SUNRATEofficial | LDC |@StablePayFi | @EXIO_HK | @AIsaOneHQ | Web3.01 @web30183654

- Date: 20 April 2026
- Time: 10:30 AM – 5:00 PM (GMT+8)
- Venue: Renaissance Hong Kong Harbour View Hotel

🔗 Register Now: https://t.co/02HndD64LK

[ME Event @MEeventHK]

加密金融论坛现场回顾｜肖风：RWA或成香港跃升全球金融中心“关键一跃”

@HashKeyGroup 董事长兼CEO肖风博士在2月12日港大加密金融论坛上指出，八部委新规中“境外”实指香港，内地资产以RWA合规出海的通道已开，关键在如何接住。

他梳理制度要件：收益权类需1号牌柜台交易，所有权类未来可对应VSP公募，投资者以机构为主。但市场现实是——美元货基稳拿4%，RWA需9%-10%才有吸引力，内地ABS成本仅3%。“成本翻三倍，不叫红利，叫障碍。”

在他看来，破局之道在于推动RWA从资产代币化进阶为资产证券化代币，并在合规框架下接入DeFi。但香港《证券条例》第19条对股权代币化的限制，仍是市场规模化绕不开的制度关口。

正是基于这一判断，他将视野拉回更大格局：2008年《时代》提出“纽伦港”，十七年后香港有机会通过RWA“换道超车”，重塑为“纽港伦”。
#CryptoFIForum #AI #Web3 #hashkey #RWA #ConsensusHongKong2026 #DeFi

[Web3.01 @web30183654]

https://t.co/d23igdOjAd我们对2026年RWA市场的期待：· 全球RWA市场整体规模预计将于2026年突破万亿美元大关，其中，公开分发市场规模预计超过500亿美元左右。

· 随着合规入口的丰富和用户体验的简化，2026年链上RWA资产持有者数量预计将增至500万以上。

[ME News @MetaEraCN]

🚨 重磅 AMA 来袭 🚨
🔥 重磅解读：中国加密货币与证券代币化监管新规 - RWA进入合规化新时代？

⏰ 时间：2月7日 21:00 UTC+8
🔗 链接：https://t.co/X9tFPDUPzx
✨ 主办方：@MetaEraCN，@CoinfoundGroup

🎙️ Panel 1: 律所及咨询届代表
主持人：@JessicaMetaEra，ME Group CEO
特邀嘉宾：@CryptoQiao，@Web3_Jayden，@Florent1789，刘扬律师，@RaphaelZhou0721

🎙️ Panel 2: RWA 行业代表
主持人：@Lynnwang05，CoinFound Head of Ecosystem
特邀嘉宾：@AssetoFinance，@RWA_LTD，@Fangzhangyy，@web30183654，@yekaimeta

📅 设置闹钟，与我们一起探索：
- 证监会发布的 “关于境内资产境外发行资产支持证券代币的监管指引” 是否为RWA 的“制度性利好”？
- 八部门联合发布的 “关于进一步防范和处置虚拟货币等相关风险的通知” 对加密市场的影响
- 在备案、持续披露、多监管并行的框架下，你认为 RWA 项目的准入门槛会显著提高吗？

[Web3.01 @web30183654]

我正在申请认证专栏作者，特此发布推文并 @MetaEraCN