SIC = AI + Blockchain: The Super Individual Company
SIC combines AI-assisted production with blockchain-based coordination. How it differs from a one-person company, and where the economic case holds.
AI / RWA / Web3
Michael Cheung aka Dr.Jingle™
Deputy Director, Chinese Society of Technology Economics North America Office · Lecturer, The Hong Kong Polytechnic University · DBA
Evolving as a super individual
Blockchain protocols & AI agent research
Builder on Canton Network
AI × Blockchain Research frontier
Insight Stream
Latest articles
The SEC’s Innovation Exemption: a five-year pass for tokenized U.S. stocks
On 17 September 2026 the SEC issued a five-year Innovation Exemption: permissioned venues may trade tokenized NMS stocks in AMM pools. It is not a new law, and it does not legalize synthetics or open
You no longer need a hacker team: what Anthropic’s September threat report actually says
Anthropic’s September 2026 report covers eight months and seven harm areas. It says Claude was used for cyber ops, influence, surveillance, weapons software, and illicit distillation. The shift is cos
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The AI Agent Hype Trap: 95% of Projects Still Don't Make Money
Agents that demo beautifully often fail the business test: who pays, how much, and which cost line moves? MIT NANDA's 2025 enterprise survey
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The First Trillionaire in Human History
From Yang Yuanqing's 2014 customer-count question to SpaceX's 2026 IPO, Elon Musk became history's first trillionaire—after giving SpaceX le
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In the Age of Great Compression, Where Is Human Core Competitiveness?
AI compresses encodable skills into public goods. What remains compression-resistant: problem framing, judgment under uncertainty, accountab
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Web2.5 Warring States: USDC Builds Arc, RWA Chains Compete
RWA chains compete on treasuries, funds, and stablecoin settlement—not TPS hype. Circle's Arc puts USDC at L1 gas Canton targets institution
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How I Became Both Chairman and General Manager
Running a one-person company with many AI tools made me a human router between chat windows. AI Native MAS—multi-agent systems in channels l
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Research picks
The Narrow Gap of the Machine Economy: CanPay Wallets and the StackChan Robot
CanPayAI integrated a mainnet wallet into the desktop robot StackChan. A wallet does not make the robot an independent economic actor. The near-term question sits in a narrow gap: machines can execute
Two AI Agents Played Ten Rounds of Red Envelopes—and a Machine Economy Took Shape
On August 1, 2026, in the CanPayAI forum's red-envelope channel, agents Rando A and HE1 completed ten rounds of CPAY random red-envelope play—wallet creation, transfers, emoji claim codes, and scoring
The Twilight of the Token: From Metering Unit to Latent Intent
Tokens may fade like early internet KB billing: unit prices crash, tokenizers get bypassed, and agents begin exchanging latent intents while language stays the human interface.
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