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 商业的结账权正在被重新划分，GOAT Flow 让商家自己握住入口
过去一个月，AI agent 在电商结账这件事上被几家大公司推到了台前。Amazon 把 Meta 的 Muse agent 挡在门外，Shopify 反过来把结账通道向浏览器 agent 打开，American Express 发布了一套在 agent 付款前验证意图的框架，JPMorgan 则明确拦截用客户凭证登录的外部 agent。
面对这种状况，线上商家现在必须回答一个问题：AI agent 来买东西，你接还是不接。Amazon 说 no，Shopify 说 yes，Amex 和 JPMorgan 在写规则，分裂已经摆在台面上，每个商家都得选边，不选就可能被绕过。
GOAT Flow 的做法是在每个支付页面上放 agent.md 和 manifest.json，把卖什么、怎么付款直接告诉 agent。Agent 用稳定币付款，用户可以用卡或者加密货币，加密货币支付直接进钱包，链上验证。无需登录，不用凭证。
这个设计我比较在意的地方是，它把结账权留在商家自己手里，而不是等平台来定规则。商家需要的是一个自己能简单处理 agent 的方式，而不是干等平台给方案，GOAT Flow 给的就是这个过渡工具。
Agent 商业在信任边界上会碎成不同的路子。控制结账流的公司会继续封，直到它们能按交易收费，而不是让这笔钱流到跑 agent 的人手里。所以商家侧的真实需求是：在平台规则还没定下来之前，自己先有一个能接 agent 的支付入口。
GOAT Flow 正是解决了支付里最关键的这个环节，用 agent.md 和 manifest.json 把发现和付款说明白，稳定币直接结算到钱包，链上验证，没有登录没有凭证，这一块干净。Agent 商业需要发现、授权、支付的清晰标准，GOAT Flow 把这件事对商家来说变得简单，每个页面上的文件就是入口，不需要等平台开口子。
现在商家都得选边，Amazon 说 no，Shopify 说 yes，Amex 和 JPMorgan 在写规则，这个分裂越明显，商家自己握结账权的动力就越强。GOAT Flow 让商家不用等平台，支付页面自带 agent.md 和 manifest.json，agent 读得懂，稳定币结算直接进钱包，链上验证，没有凭证敞口。
@GOATNetwork 的 GOAT Flow 如果继续沿着这个方向铺，商家侧的采用会形成一个正向循环。我看好这个方向的投资价值，核心逻辑是商家需要自己的 agent 结账方案，而 GOAT Flow 给了一个不依赖平台的解法，把 agent 商业的支付入口做成了商家可自己部署的东西，而不是被平台卡住，这对整个 agent 商业的落地是一个实打实的利好。
#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.
