Can Deepseek replace self-media? Trump's group will launch a Bitcoin ETF

Source: Talking Li, Talking Outside

Today (2.9), I noticed some partners in the group discussing the topic of Deepseek, so I decided to come up and add a temporary article to share some of my thoughts.

Just a few days ago, a partner left a comment asking an interesting question. He said: "I haven't been reading articles much lately; I've been using ChatGPT and Deepseek to ask questions and analyze the market (Tip: you can directly send K-line screenshots and request your analysis results and trading strategies). I think self-media bloggers like you might be eliminated by AI in the future?"

This question is probably something many bloggers are considering right now, but to be honest, it has little impact on me personally. Moreover, I enjoy researching new things. When ChatGPT first came out, I registered and started using it. If I encounter difficult problems or things I don't understand, I also like to use ChatGPT and Deepseek to ask questions. I can clearly feel that I now use ChatGPT more frequently than Google.

In fact, I have expressed my views in previous articles. Writing articles (taking notes) is just a form of self-reflection and review. I like to record my thoughts in writing and reflect on them periodically. As shown in the image below.

Furthermore, being a blogger is just an additional identity for me. My "core work" is still participating in trading as a retail investor. Although I don't trade very often, that is my true "work." As for self-media, we just need to stick to our original intention: even if only one person reads it, that's good; helping one person is enough. As shown in the image below.

I firmly believe that in enhancing learning or improving cognition, mutual contribution is what makes learning more effective in the long run. Current AI is merely a tool to enhance effectiveness. If we continue to discuss logically, then Talking Li, Talking Outside is more like a "bridge," primarily serving a "connecting" role, forming a circle around it.

Any circle can primarily provide three core values: positive companionship, emotional value, and wealth codes. Partners helping each other is a form of positive companionship, while daily information exchange among partners represents emotional value. What Talking Li, Talking Outside can provide mainly encompasses the first two (as for wealth codes… hold Bitcoin). Such circle culture, positive companionship, and emotional value are likely aspects that AI cannot directly replace at this stage.

Perhaps you can choose to chat with various AI robots for companionship, but there are still some differences. To give a simple example, we spend a considerable amount of time and energy in this field (writing articles) every day. We sift through a vast amount of information, filtering out what we believe to be currently valuable topics and content in the crypto space, adding some personal reflections, thoughts, and opinions. This passive knowledge acquisition differs from actively posing a question to an AI robot (provided you know what to ask) and receiving a long list of standard template answers.

Of course, if you are just chatting casually with an AI robot, you can now treat it as a "human," and a very pleasant one at that.

In short, from the current development progress of Deepseek (including ChatGPT and other tools), it can indeed replace those self-media that cannot provide circle culture, personalized information, positive companionship, and emotional value. However, I personally do not care about this outcome. If one day Deepseek really advances to the point of directly replacing Talking Li, Talking Outside (or similar self-media), it would be a good thing for this field. Crypto will become unstoppable, and more people will easily access this domain. What I need to do is to continue to embrace it and use it well to serve myself.

Everyone has the right to choose for themselves. I will continue to choose to do what I love, and you can also choose the way you think is best to face a field or this world. In a relatively unfree environment, cherish your freedom of choice.

Next, let's take a look at some noteworthy or interesting events from the past couple of days:

- Is Uniswap about to drop out of the top ten in TVL?

Currently, Uniswap's total TVL ranking is falling behind, even showing signs of dropping out of the top 10. As shown in the image below.

Didn't UNI just launch V4 two weeks ago? How could it still be losing its position? It seems that even JustLend and Morpho on Tron are quickly catching up to Uniswap.

The changes in TVL, from a certain perspective, seem to indicate that more liquidity is flowing out of UNI and shifting towards other pools with better yields, such as staking protocol Lido, re-staking protocol Eigenlayer, and Aave/Pendle/Maker, with some liquidity even flowing directly into pools on the Solana chain that offer relatively better yields, like Raydium.

Money always follows profit. For example, in the WBTC/ETH pool within UNI, the APR is currently 1.53%, not considering impermanent loss, as shown in the image below.

In contrast, the pools we mentioned earlier in Raydium appear to have a significantly higher APR (of course, one must also consider token price fluctuations and IL issues), as shown in the image below.

If it were you, what choice would you make?

That said, UNI is still a very good and safe project, and their current pools are mainly V2 and V3. Whether the newly launched V4 can change this situation or bring better results may require further observation. Or, if one day UNI also directly migrates to the Solana chain, what will happen then…

- Kanye West exposed a MemeCoin scam

A couple of days ago, the well-known rapper Kanye West publicly posted that someone offered him $2 million to publish a token CA (contract address) on X, and after the token information was released, Kanye could then claim that his X account was hacked. Kanye even shared a screenshot of the offer, but the identity of the person who approached Kanye for collaboration remains unknown, as shown in the image below.

However, based on Kanye's current personal statements and behavior, he seems to have the intention to issue his own token. Currently, Kanye is actively posting on X seeking to contact Coinbase CEO Brian Armstrong.

With the public disclosure and development of this matter, it is said that some partners have already withdrawn SOL from exchanges to the chain, preparing to make a quick move. Additionally, Polymarket (a prediction market) has opened corresponding betting markets, but the odds for Kanye himself issuing a MemeCoin have dropped from 40% two days ago to 8%, as shown in the image below.

- Ethereum Pectra upgrade

Ethereum developers have confirmed the date for the Pectra upgrade, specifically: Holesky testnet will launch on February 26, Sepolia testnet on March 5, and the mainnet in April. As shown in the image below.

As for whether this will positively impact the underperforming ETH price in the coming months, it's hard to say.

While I personally remain optimistic about ETH, the liquidity of ETH has indeed been severely fragmented. For example, if you are optimistic about the Solana ecosystem, it seems your only choice is SOL. However, if you are optimistic about the Ethereum ecosystem, there are over 100 ETH L2 projects to choose from, many of which have also issued their own tokens.

Additionally, there has been much criticism regarding the Ethereum Foundation's arrogance and complacency, and their (including Vitalik Buterin's) behavior seems to directly affect people's emotions. Some even joked:

Solana released TRUMP

BSC released TST (this morning, I saw partners in the group rushing for this)

And ETH released goods

But still, the fundamentals of ETH remain intact. Besides BTC, I also hold some ETH. If SOL does well, then MemeCoin might do well, and if you want altcoins to perform better, ETH needs to improve first.

- Trump's media group to launch Bitcoin ETF

TMTG (Trump Media & Technology Group) is considering launching three ETFs, including one that tracks BTC prices. These three ETFs will be launched under Trump's Truth.Fi brand, with the Bitcoin fund named Truth.Fi Bitcoin Plus ETF. They have not disclosed a timeline or further details, but it is expected to launch this year. As shown in the image below.

However, some analysts have stated that the Bitcoin fund launched by Trump may not be able to compete with the asset accumulation of current funds like BlackRock's IBIT, but its symbolic significance is very important. The president issues a MemeCoin… the president launches a BTC ETF… what will the president do next!

- Is the airdrop season coming again?

Currently, many projects are accelerating towards TGE. A couple of days ago, Berachain had mixed reactions, and now Solayer has also announced the tokenomics for LAYER, while the tokenomics for IP (the native token of Story) has also been released. Other popular upcoming TGE projects include MegaETH, Initia, Eclipse, Monad, etc.

If I remember correctly, the last time various popular projects accelerated TGE was around September and October of last year (2024), when popular airdrops included projects like Puffer, Swell, CARV, and everyone has experienced the subsequent market conditions. I wonder if history will repeat itself…

The essence of the market is the change in liquidity, and money often flows from the greedy and impatient to the patient. While respecting the market, one must also maintain a certain level of patience.

That's all for today.