唐华斑竹
唐华斑竹
唐华斑竹：著名KOL，区块链研究者，财经学者。 2013年开始加密货币交易，拥有丰富的交易经验，左侧交易者，风格偏稳健，注重强安全边际，坚守既定策略和纪律，追求长期稳定收益和高胜率。 欢迎志同道合的朋友加入一起交流，一起成长！
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Archaeological digging on Justin Sun, he actually accepted an exclusive interview with Lu Yu! This episode of "A Date with Lu Yu" interviewing Justin Sun was aired on July 15, 2015 😊 How old was Brother Sun back then, already so famous! Curious about what they talked about, and whether there are traces of today's Sun Xue
@justinsuntron @trondao #TRONEcoStar
When Elon Musk was a young man, he lived in Vancouver, nearly penniless. He walked into an employment office and asked for the highest paying job. The result was an $18 per hour job: putting on protective gear, crawling through narrow tunnels into the boiler of a lumber mill, shoveling out the scalding, steaming sludge left inside.
He later called it a "Dickensian steampunk nightmare," and honestly, that sounds about right. About 30 people started that job that week, and by the weekend only 3 were still holding on.
Elon was one of those 3. @elonmusk
Japan and South Korea's early trading surged directly, Samsung and SK Hynix rose 5% and 7% respectively, with the entire memory chip sector rebounding. My view is
#SpaceXQ3 revenue surged 161%, AI business becomes the main growth driver This morning, the early trading in Japan and South Korea surged directly, Samsung and SK Hynix rose 5% and 7% respectively, with storage chips rebounding across the board. AI servers saw AMD jump 16% after hours, and NVIDIA followed suit — indicating that funds haven't left, just changing seats. On the crypto side, BTC touched 83,000 but was pushed back, now hovering around 82,000. Ethereum followed up to 2,450, SOL, XRP, and BNB are also rising but not by much, basically "catching a breather behind the big brother." A few key signals: First, oil prices plunged overnight, Brent crude briefly fell below 110, easing inflation pressure temporarily, which is positive for risk assets. Second, US earnings season exceeded expectations, SpaceX revenue surged 161%, AI income increased ninefold, and Musk even hinted at merging with Tesla — the market always buys into such stories. Third, and most crucial: the Federal Reserve meeting on October 28, the market now predicts an 87% chance of "no change," with a high probability of another hike in December. In other words, liquidity won't tighten in the short term but won't loosen either, so the market will trade within this narrow range. Altcoins are clearly diverging. The AI sector is relatively strong, DePIN is still slowly declining, ARB in Layer2 just finished unlocking and is digesting selling pressure, SUI shows some relative strength, and ETFs are quietly accumulating. But overall, altcoin resilience hasn't returned yet, ETF funds are still flowing out, BTC and ETH
The deflationary actions in the TRON ecosystem are no longer just isolated projects "putting on a show"; instead, from the financial layer, infrastructure layer to the data layer, three business lines simultaneously convert revenue into buybacks, buybacks into burns, and burns into token value support.
First, let's look at JST. On October 16, 2026, JustLend DAO @DeFi_JUST completed its fifth JST buyback and burn, destroying 170,723,144 JST tokens, valued at approximately $23.53 million, accounting for about 1.72% of the total supply. All funds came from protocol revenue: Q3 2026 net income was about $9.28 million, plus accumulated past revenue of about $10.34 million. As of that day, a total of 1,881,973,007 JST tokens have been burned, representing 19.01% of the total supply, up from 17.29% at the fourth burn. Income generated from lending, USDD deposit mining, and energy leasing continues to flow back into JST buybacks, establishing a verifiable long-term deflationary trend.
BTT is even more critical. BitTorrent @BitTorrent has completed its brand upgrade, becoming the unified main brand; on October 16, 2026, the first quarterly buyback and burn was executed, destroying 21,621,611,510,729.6 BTT tokens, valued at about $7.6 million, accounting for approximately 2.18% of the total supply. The buyback funds come 100% from BitTorrent decentralized service Q3 revenue. It is no longer just a P2P network but integrates three product lines: BitTorrent content distribution, BTTInferGrid decentralized AI inference computing network, and BTTC cross-chain scaling network. AI inference computing is opening new revenue streams.
WIN has also completed its first buyback and burn. On October 19, 2026, WINkLink @WinkLink_Oracle burned 67,357,364,510 WIN tokens, about 6.74% of the initial supply, transferred to the TRON black hole address via contract burn function, permanently removing them from circulation. 100% of WINkLink's revenue is used to buy back WIN, with income derived from service fees for providing price oracle and other services to the TRON network. With upcoming multi-chain deployments and on-chain RWA data services, revenue sources are expected to continue expanding.
JST, BTT, and WIN correspond respectively to lending and stablecoins, storage computing power and scaling, and oracle data. The three lines simultaneously run through the cycle of "ecosystem usage—business revenue—buyback and burn—value support," indicating that the TRON ecosystem is forming a unified mechanism. The second round of data for BTT and WIN is expected to be released in January 2027, and the next phase update mechanism for JST will also be announced soon, making ongoing tracking worthwhile.
[On-chain Transactions and Announcements]
JST
On-chain transactions:
Announcements:
BTT
On-chain transactions:
Brand upgrade:
Announcements:
WIN
On-chain transactions:
Announcements:
Special page:
#TRONEcoStar @justinsuntron
JUST DAO
📢Announcement: just:native Buyback & Burn Phase 5 Completed
Following the community-approved JST buyback & burn proposal, JustLend DAO has successfully completed the 5th just:native buyback & burn on October 16, 2026 (SGT).
✅Total just:native burned: 170,723,144 JST
All burned tokens have been sent to the burn address, with transactions verifiable on-chain.
⬇️Full details:
📢Announcement on the completion of the fifth just:native buyback and burn
According to the JST buyback and burn plan proposal officially approved by the JustLend DAO community, JustLend DAO successfully completed the fifth just:native buyback and burn on October 16, 2026 (SGT).
✅Total just:native burned this time: 170,723,144 JST
All tokens burned this time have been transferred to the burn address, and the related transactions can be queried on-chain.
⬇️Details:
Agent commercial checkout rights are being redefined, and GOAT Flow lets merchants hold the entry point themselves
Over the past month, AI agents have been pushed to the forefront by several major companies in the e-commerce checkout space. Amazon has blocked Meta's Muse agent at the door, Shopify has opened the checkout channel to browser agents, American Express released a framework to verify intent before agent payments, and JPMorgan explicitly intercepts external agents logging in with customer credentials.
Faced with this situation, online merchants now have to answer one question: when AI agents come to buy, do you accept or not? Amazon says no, Shopify says yes, Amex and JPMorgan are writing rules, the split is already on the table, and every merchant has to choose a side; not choosing might mean being bypassed.
GOAT Flow’s approach is to place agent.md and manifest.json on every payment page, directly telling the agent what is sold and how to pay. Agents pay with stablecoins; users can pay with cards or cryptocurrency. Cryptocurrency payments go directly into wallets with on-chain verification. No login, no credentials needed.
What I care about in this design is that it leaves checkout control in the hands of the merchants themselves, rather than waiting for platforms to set the rules. Merchants need a simple way to handle agents themselves, not just wait for platforms to provide solutions. GOAT Flow offers this transitional tool.
Agent commerce will fragment along trust boundaries. Companies controlling checkout flows will continue to block until they can charge per transaction instead of letting the money flow to those running agents. So the real demand on the merchant side is: before platform rules are finalized, have a payment entry point that can accept agents.
GOAT Flow precisely solves this critical part of payments by clarifying discovery and payment with agent.md and manifest.json, settling stablecoins directly into wallets with on-chain verification, no login, no credentials—clean and straightforward. Agent commerce needs clear standards for discovery, authorization, and payment. GOAT Flow makes this simple for merchants; the files on each page are the entry point, no need to wait for platforms to open doors.
Now merchants must choose sides: Amazon says no, Shopify says yes, Amex and JPMorgan are writing rules. The more obvious this split becomes, the stronger the merchants’ motivation to hold checkout control themselves. GOAT Flow lets merchants not wait for platforms; payment pages come with agent.md and manifest.json, agents understand them, stablecoin settlements go directly into wallets with on-chain verification, no credential exposure.
If @GOATNetwork’s GOAT Flow continues down this path, merchant adoption will form a positive feedback loop. I am optimistic about the investment value of this direction. The core logic is that merchants need their own agent checkout solution, and GOAT Flow provides a platform-independent answer, making the agent commerce payment entry something merchants can deploy themselves rather than being blocked by platforms. This is a solid benefit for the practical implementation of agent commerce.
#LFGoat #GOATNetwork #AI #AIAgent #AgentKit @sophianeverfold
GOAT Network 🟡
In the past month, Amazon blocked Meta's Muse agent from shopping its store, Shopify opened its checkouts to browser-based agents, American Express published a framework for verifying intent before an agent pays, and JPMorgan said it blocks outside agents that log in with customers' credentials.
Every business that sells online now has to decide how AI agents buy from it.
With GOAT Flow, every payment page carries agent.md and manifest.json, which tell an agent what you sell and how to pay you. Agents pay in stablecoins. People pay by card or crypto, and crypto payments go straight to your wallet, verified onchain.
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#SpaceX上市后首份完整季度财报将揭晓
After SPCX surged to a high point in August, it has been steadily declining and is now consolidating with low volume around 148, as if waiting for a verdict. The earnings numbers have actually been fully uncovered long ago—revenue is expected to be around 12.9 billion, EPS roughly between 0.14 and 0.19, and the market has even prematurely popped champagne for the "first profitable quarter." But last time, Q2 revenue beat expectations by 15%, yet the stock price dropped 9% because capital expenditures surged to 18.4 billion, and the market fears it is burning cash to chase growth.
This time, it's very likely the same script. Starlink user growth is indeed strong, with a net increase of 1.7 million in a single quarter, but ARPU remains steady at $66, with growth in volume but not in price. What really makes people hesitant to go all in are two hidden risks: 1.3 billion shares will be unlocked on October 22, followed by another 329 million shares hitting the market on the 24th; the 15th Starship flight is reportedly going to attempt the "chopsticks grab" maneuver for the first time, which would be a milestone, but a failure would be an emotional bombshell. Morgan Stanley says the earnings report is just the "appetizer," and whether you eat the appetizer or not doesn’t matter; until the main course is served steadily, the table could be flipped at any time.
So this is not the place to bet on the earnings report. The options market prices post-earnings volatility close to 7.5%, with 162 on the upside and 139 on the downside, the odds are not favorable. Better to wait for two things to happen—either the 15th Starship flight delivers a clear signal of reusability, or the lock-up expiration dumps a significant hole. The 148 level looks like it’s being supported by institutions, but support and rallying are two different things; low-volume sideways consolidation is the most frustrating, don’t stand guard for others halfway up the mountain. $SPCX
It has to be the old Beijing charcoal hotpot; that's truly authentic. On a freezing cold day, the whole family gathers around the table with hand-sliced lamb shank, prime beef neck, pickled cabbage, mustard tuber, candied garlic, frozen tofu, vermicelli, fried baked buns, chili oil, sesame sauce condiments, cilantro, chopped green onions, Yanjing draft beer... The atmosphere instantly warms up, worries vanish, and bull or bear markets can all go to hell.
