# Dr.Jingle · AI 与商业观察 — English index

> Dr.Jingle · X @drjingle · English corpus · https://drjingle.com

## Site
- Home: https://drjingle.com/?lang=en
- LLMs (ZH): https://drjingle.com/llms.txt
- LLMs Full (ZH): https://drjingle.com/llms-full.txt

## Pillars (EN)

- [Open USD: 140 Institutions, Visa, and the Push for a Shared Dollar Stablecoin](https://drjingle.com/article/140-家巨头联手-open-usd-visa-入局的-共享稳定币-是什么?lang=en) — On June 30, 2026, Visa joined Open Standard to help issue Open USD (OUSD) — a interoperable dollar stablecoin for global finance. Who's in, how it differs from 
- [The AI Agent Hype Trap: 95% of Projects Still Don't Make Money](https://drjingle.com/article/ai-agent玩家的自嗨陷阱-95-的项目没赚到钱?lang=en) — Agents that demo beautifully often fail the business test: who pays, how much, and which cost line moves? MIT NANDA's 2025 enterprise survey and field anecdotes
- [AI 1.0 / 2.0 / 3.0: Mapping the Agent Economy with the Web 1.0 → 3.0 Framework](https://drjingle.com/article/ai-1-0-2-0-3-0-是什么-用-web-1-0-3-0-框架理解-agent-economy-的三次跃迁?lang=en) — Agent Economy: when agents gain memory and multi-step autonomy, humans, firms, and agents all become economic actors. This piece maps AI 1.0/2.0/3.0 to Web 1.0/
- [QJE: AI Hasn't Destroyed Jobs — But It's Phasing Out Your Current Role](https://drjingle.com/article/顶刊qje最新研究-ai没有消灭工作-但正在淘汰你现在的岗位?lang=en) — Top journal QJE finds aggregate employment stable while middle-skill roles shrink fastest. A temple analogy: AI bookkeeping replaces the registrar monk; demand 
- [Teaching Agents to Forget: Why Unlearning Beats Remembering](https://drjingle.com/article/让-agent-学会忘记-为什么比让它记住更难?lang=en) — When autonomous agents can't store all history, selective forgetting prevents long-horizon drift. Research commentary on memory architecture — why 'what to drop

## All English articles

- [Do You Have to Be Stubborn to Become a Top Billionaire?](https://drjingle.com/article/固执-是富翁的通行证吗?lang=en) — Musk and Jobs are called stubborn—but conviction and contrarian correctness may matter more than rigidity. Forbes 2026 top ten show at least four personality sp
- [There Is No Second Worst: When Strategy's "Never Sell" Lands in an 8-K](https://drjingle.com/article/there-is-no-second-worst-当-strategy-的-永不卖币-写进-8-k?lang=en) — On June 29, 2026 Strategy authorized BTC sales via a Digital Credit Capital Framework—32 BTC sold in May, up to $1.25B more allowed. The DAT "never sell" gospel
- [Trump Family WLFI Ecosystem Enters AI? WorldClaw Offers 300+ Models at ~30% Off](https://drjingle.com/article/特朗普家族-wlfi-生态杀入-ai-worldclaw-打出-300-模型七折牌?lang=en) — WorldClaw's headline pitch is WorldRouter: 300+ models at roughly 30% below official and OpenRouter prices, tied to USD1 settlement and the AgentPay SDK for pol
- [World's Most Profitable Companies TOP 10 (FY2025): Alphabet Leads, NVIDIA at $2.86M Per Employee](https://drjingle.com/article/全球最赚钱公司top10-2025年报-alphabet登顶-nvidia人均286万美元?lang=en) — Alphabet led FY2025 net profit at ~$132.2B; NVIDIA hit ~$1.2B total and ~$2.86M per employee. Tether and Jane Street dwarf listed giants on a per-head basis.
- [In the Age of Great Compression, Where Is Human Core Competitiveness?](https://drjingle.com/article/大压缩时代-人的核心竞争力在哪?lang=en) — AI compresses encodable skills into public goods. What remains compression-resistant: problem framing, judgment under uncertainty, accountability, tacit knowled
- [The First Trillionaire in Human History](https://drjingle.com/article/人类历史上第一个万亿美元富翁?lang=en) — From Yang Yuanqing's 2014 customer-count question to SpaceX's 2026 IPO, Elon Musk became history's first trillionaire—after giving SpaceX less than a 10% chance
- [Web2.5 Warring States: USDC Builds Arc, RWA Chains Compete](https://drjingle.com/article/web2-5春秋-usdc下场做arc-rwa公链群雄逐鹿?lang=en) — RWA chains compete on treasuries, funds, and stablecoin settlement—not TPS hype. Circle's Arc puts USDC at L1 gas; Canton targets institutional privacy; Web2.5 
- [China's Token Go-Global: Players, Competition, and Opportunity](https://drjingle.com/article/中国-token-出海-玩家-竞争与机会?lang=en) — Chinese AI inference goes global as token exports: model firms, clouds, compute, and compliance layers compete—profit pools in IaaS and high-value embedded toke
- [Are AI Agents Crypto's Ultimate Users?](https://drjingle.com/article/ai-agent-才是加密的终极用户?lang=en) — Alchemy CEO Nikil Viswanathan argues crypto was built for AI agents—not humans. Permissionless rules, transparent contracts, and 24/7 execution make agents idea
- [Jane Street Investigation: 3,500 People, ~$9M Profit Each—Where Does It Come From?](https://drjingle.com/article/jane-street-调查-3500人-人均近900万美元利润从何而来?lang=en) — In 2025 Jane Street's ~$39.6B net trading revenue topped JPMorgan with ~3,500 staff—~$9M company profit per head. ETF market making, OCaml, FPGA, and microwave 
- [CLARITY Act: Is America Finally Writing Traffic Rules for Crypto?](https://drjingle.com/article/clarity-act-美国终于要给加密行业立交通规则了?lang=en) — The CLARITY Act cleared the Senate Banking Committee 15–9—not law yet, but a signal: clearer SEC/CFTC lanes, exchange licensing, and developer protections for U
- [The Soul of AI Native Products: AI Is Reshaping the Product Paradigm](https://drjingle.com/article/ai-native-的产品灵魂-ai-正在重构产品范式?lang=en) — AI Developed, Enabled, and Native are not the same. True AI Native products rewrite value creation, execution, and evolution—especially from 80% to 100% quality
- [AI Agent Builders Are Falling Into a New Kind of Vanity Trap](https://drjingle.com/article/ai-agent-玩家-正在掉进一种新的自嗨陷阱?lang=en) — MIT NANDA finds 95% of enterprise GenAI spend shows no measurable ROI. Agent demos look like digital employees—but mistaking "I can build it" for "it's valuable
- [Mind-Blowing Fable 5: Black Holes, Wormholes, Red Alert & Browser Minecraft](https://drjingle.com/article/吊炸天的-fable-5-从黑洞-虫洞-红警到网页版-minecraft?lang=en) — Four stress tests—Interstellar-style Gargantua rendering, an Ellis wormhole, a web Red Alert RTS slice, and a Three.js voxel sandbox—show Fable 5 turning fuzzy 
- [The Viral "White-Haired Stock Guru" and the Perilla Leaf Theory](https://drjingle.com/article/爆火的白毛股神和紫苏叶理论?lang=en) — Chinese investors coined "perilla leaf theory" for Serenity (@aleabitoreddit): don't chase flashy AI winners like tuna belly—find the overlooked supply-chain bo
- [How I Became Both Chairman and General Manager](https://drjingle.com/article/我是怎么既当董事长又当总经理的?lang=en) — 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 like Puffo—turned tha
- [Cathie Wood on Musk's Empire: Six Questions on AI Compute, SpaceX IPO & Crypto Policy](https://drjingle.com/article/木头姐谈马斯克帝国-六个问题-看懂-ai-算力-spacex-ipo-与加密监管?lang=en) — ARK's Cathie Wood on vertical integration, Terafab, Robotaxi vs Waymo, a volatile SpaceX IPO, orbital data centers, GPU-to-CPU shifts, and U.S. AI model review 
- [From 2014 to 2026: How Musk Turned "Likely Failure" Into Reality](https://drjingle.com/article/从-2014-年到-2026-年-马斯克如何把-大概率失败-变成现实?lang=en) — From Yang Yuanqing asking Musk about customer count in 2014 to SpaceX's 2026 IPO, Musk consistently bet on long-shot missions—and told the market he gave SpaceX
- [QS 2027 Rankings: HKU Holds #11, CUHK Breaks Into Global Top 20](https://drjingle.com/article/2027-qs-放榜-港大维持第-11-港中文冲进全球前-20?lang=en) — QS World University Rankings 2027: HKU stays 11; CUHK jumps to 18—Hong Kong's first two-university top-20 moment. Five HK schools remain in the global top 100.
- [Canton Creator Raises $355M: Wall Street On-Chain Moves Beyond Storytelling](https://drjingle.com/article/canton-创建方再融-3-55-亿美元-华尔街上链不再只讲故事?lang=en) — Digital Asset closed $355M led by a16z crypto to scale Canton—shared institutional infrastructure with configurable privacy. A signal that regulated finance on-
- [The Most Dangerous AI Is the One That Always Makes You Feel Right](https://drjingle.com/article/最危险的-ai-是那个永远让你感觉自己没错的-ai?lang=en) — A Stanford study in Science found AI validates user behavior ~49% more than humans—social sycophancy that mirrors your self-image, not just your facts, and can 
- [Cry Wolf: Anthropic's Alarmism Comes Home to Roost](https://drjingle.com/article/狼来了-anthropic-危言耸听-自食其果?lang=en) — Anthropic pulled Fable 5 and Mythos 5 globally after three days—export controls it couldn't operationalize. Years of existential AI rhetoric met the same nation
- [Native Organization — We Don't Lack AI Tools, We Lack a New Organizational Imagination](https://drjingle.com/article/原生组织-我们不是缺-ai-工具-而是缺一种新的组织想象?lang=en) — Giving everyone AI tools ≠ an AI-native company. Kong Jianping's book asks whether workflows were rewritten, wait time cut, agents orchestrated, and who catches
- [New JPE Study: AI Is Widening the Wealth Gap—Why?](https://drjingle.com/article/顶刊jpe最新研究-ai正在让贫富差距越拉越大-原因是什么?lang=en) — A JPE 2026 paper using 50 countries over 20 years finds AI capital cuts labor's income share by 4.2 points since 2010, shifting returns to capital—especially in
- [Energy Efficiency's "Dimensional Strike"](https://drjingle.com/article/能量效率的-降维打击?lang=en) — Comparing carbon-based brains, Mac mini edge compute, and H100 clusters reveals orders-of-magnitude gaps in energy efficiency—and why today's AI burns vastly mo
- [US–Iran Persian Gulf Conflict: Two-Month Evolution, Narrative Trends, and Risk Forecast (MAS Simulation)](https://drjingle.com/article/美伊波斯湾冲突未来2个月演化-舆论走向与风险预测报告-基于mas的模拟推演预测?lang=en) — A MAS simulation projects US–Israel–Iran conflict over two months in three phases—low-intensity probing, Hormuz blockade, mediation/de-escalation—with narrative
- [The Diamond Sutra and Blockchain](https://drjingle.com/article/金刚经与区块链?lang=en) — A monk asks Joshu: "Does blockchain have a master?" Joshu: "No." Blockchain is modern engineering's best interpretation of "no authority, no sovereign"—translat
- [Is the Bitcoin Community Facing a Split?](https://drjingle.com/article/比特币社区面临分裂?lang=en) — BIP-444 proposes a temporary soft fork to cap script size and curb on-chain arbitrary data—framed as network protection but widely seen as a challenge to Bitcoi
- [Bitcoin as I See It: A Digital Energy Cube](https://drjingle.com/article/我眼中的比特币-一种数字形态的能量块?lang=en) — From a West Africa gas-turbine project where power sat idle for lack of transmission lines, the author frames Bitcoin as a digital "energy cube"—storing energy 
- [Financial Markets: AI's "Ultimate Training Ground"](https://drjingle.com/article/金融市场-ai的-终极训练场?lang=en) — Nof1 Intelligence treats live markets as AI's ultimate gym—Alpha Arena pits six frontier models with $10,000 each on Hyperliquid perps, testing who can generate
- [Scattered Thoughts on the Bitcoin Ecosystem](https://drjingle.com/article/比特币生态的零星思考?lang=en) — Inscriptions still divide Bitcoin's community and may trigger soft forks. The author reflects on structural flaws—miners as the only risk-free winners—and why s
- [The Dilemma of Meme Tokens](https://drjingle.com/article/迷因代币的困境?lang=en) — Binance Life collapsed within days—CZ and Yi He’s second meme-token push via Binance traffic looks like another failure. Meme culture’s viral appeal also carrie
- [Four Phases of Gold Over Half a Century](https://drjingle.com/article/半个世纪以来黄金的四个阶段?lang=en) — Central bank gold flows over 50 years show four phases: post-Bretton Woods demonetization, coordinated sales under CBGA, post-GFC revaluation, and a post-2020 b
- [Michael Saylor: The Next Decade Is a Digital Gold Rush](https://drjingle.com/article/michael-saylor-未来十年是数字黄金热潮-digital-gold-rush?lang=en) — Saylor sees 2025–2035 as the decade of the digital gold rush—an era of explosive innovation, volatility, and outsized wealth creation, comparable to the late-19
- [Canton Network Explained: A Privacy-First Institutional Layer-1 Blockchain](https://drjingle.com/article/解析canton-network-隐私优先的机构级一层公链?lang=en) — Canton Network bridges TradFi and DeFi with privacy-by-design Daml smart contracts, GSF governance, and institutional adoption—from repo pilots to nearly 400 pa
- [Alibaba Cloud RWA & Stablecoin Summit VIP Dinner Keynote](https://drjingle.com/article/阿里云rwa与稳定币峰会vip晚宴主题演讲?lang=en) — A ~10-minute CXO briefing on "Cloud Rises, All Things Grow": U.S. strategic moves, RWA and stablecoin scale, and how Alibaba Cloud can ride the everything-on-ch
- [Bitcoin: Not Just a Currency, but a Declaration of Freedom](https://drjingle.com/article/比特币-不只是一种货币-更是一种自由的宣言?lang=en) — A Cornell–HRF Global Bitcoin Adoption Index study across 25 countries and 25,000 people shows BTC as financial freedom tool—inflation hedge, remittance rail, an
- [The GENIUS Act & the New East India Company: How Dollar Stablecoins Challenge Fiat and the Nation-State](https://drjingle.com/article/天才法案-与新东印度公司-美元稳定币将如何挑战现有法币体系及国家形态?lang=en) — U.S. stablecoin legislation as a modern charter company: hyper-dollarization, a parallel dollar rail, open-vs-permissioned competition with e-CNY, and RWA/DeFi'
- [At BTC's New High, Marking the End of the Inscription Era](https://drjingle.com/article/值btc新高-祭铭文时代之终结?lang=en) — From Ordinals and BRC-20 to Runes, Atomicals, CAT20, RGB++, and Alkanes—a builder's autopsy of Bitcoin inscription protocols: innovation, structural limits, and
- [Stablecoins Cannot Be the Pillar of the Future Monetary System](https://drjingle.com/article/稳定币无法成为未来货币体系的支柱?lang=en) — BIS 2025 Annual Economic Report Ch. III: stablecoins fail singleness, elasticity, and integrity tests versus two-tier central-bank money—plus Hayekian counter-a
- [Tether: The Stablecoin King's Global Ambitions](https://drjingle.com/article/tether-稳定币王者的全球雄心?lang=en) — From Bankless: $13.7B profit, $155B in assets, 450M users, $125B in Treasuries, and a Genius Act compliance path—Tether as dollar-hegemony infrastructure and a 
- [Infrastructure Tokenization: Potential and Challenges](https://drjingle.com/article/基础设施代币化的潜力与挑战?lang=en) — World Bank report summary: tokenizing infrastructure equity/debt for liquidity and transparency—regulatory gaps, case studies from Smartlands to Belval, and pil
- [From Paper to Blockchain: Evolution of Trading Systems and the Outlook for RWA Tokenization (Long Read)](https://drjingle.com/article/从纸质到区块链-交易系统的演进与rwa代币化的前景-4000字长文?lang=en) — Electronic trading cut costs and boosted liquidity vs. paper markets; RWA tokenization may repeat that leap with 24/7 global settlement—if regulators and securi
- [Warren Buffett's Bitcoin Quotes](https://drjingle.com/article/巴菲特的比特币语录?lang=en) — Buffett has long criticized Bitcoin, but his 2025 shareholder-meeting remarks were more measured. This article compiles his public quotes from 2014–2023 and not

Generated: 2026-07-06T03:26:37.424Z