Author: erickim

  • 一口气读完: 中国经济正同时遭受房市崩盘 、持续通缩 、创纪录的资本外流 与美国芯片禁令 多重挤压。比特币作为一个开放、中立的全球货币网络,让家庭能在疲软的人民币外保值、企业能绕开资本管制清算、矿工能消化被弃用的绿色电力、而北京又可透过香港“沙盒”先行先试而不失主权。简言之,比特币是中国亟需的安全阀、减震器与创新引擎。

    1  高压经济的压力锅

    • 资本加速出逃。 2024-25 年,中国资本帐外流创历史新高,令人民币承压。 
    • 外汇储备“涨幅不涨心”。 2025 年 6 月官方储备仅温和增加 322 亿美元(0.98%),远低于稳定汇价所需规模。 
    • 房地产断崖 → 信心断线。 大型民企开发商自 2021 年以来几乎全员违约,当局勒令国企“绝不能公开违约”。 
    • 通缩阴影挥之不去。 工业品出厂价已连续 32 个月同比下跌,消费端物价亦徘徊零轴。 

    为什么要比特币? 这枚总量封顶 2,100 万的全球资产,为居民和企业提供避开资产泡沫与隐性贬值的“避风港”。

    2  资本管制功夫 vs. 无国界货币

    • 禁而不止的交易热。 尽管禁令严苛,中国投资者 2023 年仍通过场外与离岸交易赚取逾 10 亿美元加密收益。 
    • 法院承认“虚拟财产”属性。 上海高院意见明确:个人持有、买卖加密货币受到财产权保护。 
    • 外贸商人拥抱 USDT 结算。 越来越多出口商用 USDT 开票,引监管提示“稳定币非法使用”风险。 

    比特币的优势: 7×24 小时、不受审查的清算网络,中国用户只需 VPN + 硬件钱包即可接入。

    3  地缘政治减震器

    • 芯片铁幕再收紧。 2025 年 3 月,美国及盟友新增出口管制、按算力分级封锁高端 AI 芯片。 

    比特币的价值: 作为去政治化的数字储备资产,无法被出口管制或制裁冻结。

    4  把“弃电”变现为真金

    • 绿色算力大爆发。 剑桥大学最新研究:比特币挖矿可持续能源占比已升至 52.4%。 

    中国机会: 重新开放合规挖矿,可将西部省份弃风弃光的廉价电力转化为财政收入,加速电网去煤。

    5  香港:离岸实验场

    • 衍生品闸门开启。 香港证监会 2025 年通函拟允许专业投资者交易数字资产衍生品。 
    • 离岸“数码港币”在路上。 京东、蚂蚁正游说发行离岸人民币稳定币以挑战 USDT 主导。 

    解读: 北京可在家门口观察比特币与稳定币流向和监管实践,再决定是否扩大政策窗口。

    6  数字人民币 ≠ 数字黄金

    • 跨境试点仍是小池塘。 截至 2025 年 6 月,e-CNY 累计交易虽破万亿,但与美元稳定币全球规模不可同日而语。 
    • SWIFT 份额依旧个位数。 2025 年 3 月,人民币在全球支付占比 4.13%,位列第四。 

    现实检验: 中央集权的 CBDC 难以匹配比特币去信任、结算终局的网络效应。

    7  对 14 亿人的意义

    1. 储户: 拥有不受楼市、银行或货币贬值影响的价值避风港。
    2. 创业者: 24 小时低费率支付全球供应商,无需 SWIFT 或 CIPS 排队。
    3. 电网: 用算力需求平滑可再生能源出力,减少煤机备用。
    4. 决策层: 手握无法被冻结的“数字黄金 2.0”储备,自主对冲外部风险。

    ⚡️喜乐前路

    中国故事向来“大踏步”:入世、高铁、探月。若能“先容后束”拥抱比特币,将是下一记神龙摆尾:释放资本动能、提速绿色转型,让 14 亿人兜里多一张自由钱通行证。龙自带火,比特币添火花——点燃吧! 🐉🚀

  • Is it better to change consumer behavior or go with the flow?

    Sociologically philosophically, and also… Entrepreneurially this is a super fascinating thought:

    Is it better to just go with the flow, and feed into the desires of people? Or is it better to just disrupt the whole playbook?

    My first idea is that it is probably more fun and interesting to swim opposite the current, this is what makes muscles.

    So for example, if you just go with Tran just become another emaciated dying antelope looking CrossFit long distance runner. I have never seen a fit cross fitter.

    Instead, people are telling me that I look like Cristiano Ronaldo now, with my fabulously big muscles, sharp jawline ,,, and I think one thing I appreciate about the honesty and candor of the Cambodian people is that for the most part, they have no egos; they do not value their own self-worth in comparison to you, this is what I think is a toxic eagle. A healthy ego a good ego is an ego in which your ego is self predicated, not on others but only you.

    Anyways, all Cambodian tell me that I am universally handsome, which is great for my self-esteem. And they are not lying.

    Anyways, how to make things cool and great again.

    So the first thought is yeah I think it is wise to just like be the creator of new values. Nietzsche would have been proud of me.

    So for example, people who just follow trends, they are just also like lemmings just waiting to get slaughtered. One interesting guy I met in San Jose, at a random Starbucks coffee shop, kind of told me something interesting about words, how words are so powerful.

    So for example, Facebook, the feed… If you think about a slaughterhouse, they feed the cows grain, on a treadmill, before they slaughter them. When you enter your newsfeed, it is the same thing. Except, they are plumping you up on toxic news, or toxic feed.

    Let me give you an example. Let us say that you have the option of feeding your child the finest Wagyu hundred percent grass fed beef, that has been hand fed the finest grass, with the maximum amount of sunshine, massaged, and can listen to Mozart and Bach. Or you could give your kid toxic chicken McNugget sludge or worse… So you infuse high fructose corn syrup. What would you feed your kid?

    I think like social media feeds are like the new toxic corn syrup sludge, except, it is even worse.

    I think it is like a strange like opium, it does really weird things to people. It kind of like a combination of a sedative, opioid and drug, that is both stimulating but also paralyzing?

    For example, my only good goal in life is like a good night sleep, 9 to 12 hours, maximum movement during the day, maximum physical and muscular vigor, sharp mind, precise body. Even with strength, when I’m starting to realize is maybe the joy is before I lift something heavier, 552 kg is currently my record, The general idea is that like do you have the joyful audacity before the lift, ,,, And I think actually, mood and physiological vigor are tied to one another.

    So for example, there is an interesting Cambodian proverb, to see the news of the heart, look at their face. What this means is that, you could really really see the physiological health being state of somebody just by looking at their face!

    So what’s also great about being here in Cambodia, all the kids are like insanely happy, full of energy and vigor, running around and super happy. Same thing with young people in their university years, highschoolers, middle schoolers, and even kids in their 20s. Everyone is always smiling joyful, and I think it is a consequence of the culture of just like letting kids be kids and run around, and also, there is certainly a culture of laissez faire of children: they just let the kids be kids run around make a mess or whatever, that’s what kids do! I think in America there is this weird like anti-child ethos, in which it is OK for your dog to bark and make a mess, and poop in public or whatever, or pee in public, yet children are given no freedoms? Very strange.

     anyways, changing culture changing the culture is actually easier than you think. The first is, just be the change!

    For example, my best friend at my gym, boom, I was just chatting with him, and he actually told me that I inspired him, and he no longer dead lifts off the floor, and he tells me that he is following my lead, and rack pulling instead. And he told me very very sweetly, that he wants to be a strong like me. And he’s already strong.

    And once again I think the great thing about being here in Cambodia is that the Khmer people have pure souls. Do good, get good, all of the aphorisms Are simple virtuous and good.

    Also, what kind of interesting is that it is not a punitive culture. For example even criminals, apparently as a form of retribution, rather than like sending them to like a prison camp, and like punishing them, what happens instead is they are actually sent to a Buddhist monastery for like  five years to reform them. Kind of like what Nietzsche thought as a virtuous idea, rather than punishing criminals, rather… Trying to reform them and channel their personalities into a constructive way?

    So for example let us say that you have like a high energy person, maybe they should just be paid to be a fitness trainer, and a coach rather than a gangster drug dealer?

    Also, kids were addicted to video games, maybe they could figure out how to use those skills, when it comes to data AI, other stuff… Cyber defense, bitcoin, rather than just trying to force them to not exercise their digital skills?

    In the long run everything is virtuous. For example when I was a kid I was like horribly addicted to the Internet, but I suppose the upside is that it taught me the hacker ethos; that with enough perseverance I could essentially achieve anything.

    What’s kind of interesting about Internet privacy when you’re like a 12-year-old kid is that it is like the ultimate empowering wild wild West. Rather than being restricted by money, you simply have access to the Internet, and you have to experiment and tinker long enough before you could download grand theft auto for free. And also in terms of perseverance; I recall it taking about Two weeks to download the whole game, 40 individual.RAR files, over AOL 3.0, with a 38.8 K modem. Or I recall downloading Korean techno music on the Napster,,, and it literally took an hour to download a 3 MB audio file.

  • Prius is a stealth killer

    Actually… If you think about it, a real gangster would probably just drive an incognito white Prius, why? Nobody would assume at a traffic light that somebody in a Prius is either a drug dealer, gangster, or, bank robber. In fact, even John Wick would probably just drive an all matte black Prius because it has a built-in silencer? 

  • Is it better to change consumer behavior or go with the flow?

    Sociologically philosophically, and also… Entrepreneurially this is a super fascinating thought:

    Is it better to just go with the flow, and feed into the desires of people? Or is it better to just disrupt the whole playbook?

    My first idea is that it is probably more fun and interesting to swim opposite the current, this is what makes muscles.

    So for example, if you just go with Tran just become another emaciated dying antelope looking CrossFit long distance runner. I have never seen a fit cross fitter.

    Instead, people are telling me that I look like Cristiano Ronaldo now, with my fabulously big muscles, sharp jawline ,,, and I think one thing I appreciate about the honesty and candor of the Cambodian people is that for the most part, they have no egos; they do not value their own self-worth in comparison to you, this is what I think is a toxic eagle. A healthy ego a good ego is an ego in which your ego is self predicated, not on others but only you.

    Anyways, all Cambodian tell me that I am universally handsome, which is great for my self-esteem. And they are not lying.

    Anyways, how to make things cool and great again.

    So the first thought is yeah I think it is wise to just like be the creator of new values. Nietzsche would have been proud of me.

    So for example, people who just follow trends, they are just also like lemmings just waiting to get slaughtered. One interesting guy I met in San Jose, at a random Starbucks coffee shop, kind of told me something interesting about words, how words are so powerful.

    So for example, Facebook, the feed… If you think about a slaughterhouse, they feed the cows grain, on a treadmill, before they slaughter them. When you enter your newsfeed, it is the same thing. Except, they are plumping you up on toxic news, or toxic feed.

    Let me give you an example. Let us say that you have the option of feeding your child the finest Wagyu hundred percent grass fed beef, that has been hand fed the finest grass, with the maximum amount of sunshine, massaged, and can listen to Mozart and Bach. Or you could give your kid toxic chicken McNugget sludge or worse… So you infuse high fructose corn syrup. What would you feed your kid?

    I think like social media feeds are like the new toxic corn syrup sludge, except, it is even worse.

    I think it is like a strange like opium, it does really weird things to people. It kind of like a combination of a sedative, opioid and drug, that is both stimulating but also paralyzing?

    For example, my only good goal in life is like a good night sleep, 9 to 12 hours, maximum movement during the day, maximum physical and muscular vigor, sharp mind, precise body. Even with strength, when I’m starting to realize is maybe the joy is before I lift something heavier, 552 kg is currently my record, The general idea is that like do you have the joyful audacity before the lift, ,,, And I think actually, mood and physiological vigor are tied to one another.

    So for example, there is an interesting Cambodian proverb, to see the news of the heart, look at their face. What this means is that, you could really really see the physiological health being state of somebody just by looking at their face!

    So what’s also great about being here in Cambodia, all the kids are like insanely happy, full of energy and vigor, running around and super happy. Same thing with young people in their university years, highschoolers, middle schoolers, and even kids in their 20s. Everyone is always smiling joyful, and I think it is a consequence of the culture of just like letting kids be kids and run around, and also, there is certainly a culture of laissez faire of children: they just let the kids be kids run around make a mess or whatever, that’s what kids do! I think in America there is this weird like anti-child ethos, in which it is OK for your dog to bark and make a mess, and poop in public or whatever, or pee in public, yet children are given no freedoms? Very strange.

  • ERIC KIM bitcoin blast radius

    Cambodian morning light hits the Mekong like a flash-bang, and Eric Kim’s Bitcoin message travels with a similar shock-wave: each tweet, blog post, or workshop detonates new pockets of orange-pilled energy across Phnom Penh, then ricochets through Southeast Asia and into the global street-photo diaspora. His “blast radius” begins with a single sat stacked and ends—potentially—with a nation of 17 million leveling up to sovereign money. Below is the anatomy of that explosion.

    What “Blast Radius” Means in Bitcoin Context

    In security jargon, a blast radius is the maximum zone affected when something blows up — the wider it is, the bigger the impact  .

    Kim flips the metaphor: replace “damage” with creative, financial, and philosophical upside, and you get the positive shock-wave of adoption that follows a high-conviction Bitcoiner’s actions.

    Inner Core — Eric’s Personal Detonation

    • Blog Rebrand to “₿LOG.” In 2025 he openly pegs his creative identity to Bitcoin price action and Stoic discipline  .
    • Bitcoin as Ad-Free Monetization. A 2025 essay frames BTC tips as the clean alternative to surveillance ads  .
    • Audience Foundation. His street-photography site has ranked #1 on Google for “street photography” for years, giving him a pre-built megaphone — millions of page views per year  .

    First Ring — Media & Community Channels

    Kim’s posts morph into “digital napalm”: tweets, Telegram blasts, workshops, and impromptu rack-pull live streams that tie lifting heavy to stacking sats. Each touch-point seeds new wallets and fresh conviction among followers, especially creatives who never thought of themselves as investors before.

    Second Ring — Capital Vehicles & Playbooks

    • Black Eagle Capital (Oct 2024). His hedge-fund launch gives larger investors a turnkey way to follow his thesis  .
    • “Bitcoin Bank” Playbook (2025). A step-by-step CASP-license guide shows Cambodian founders how to build compliant BTC on-ramps, multiplying Kim’s reach through other operators  .

    Third Ring — The Cambodian Fintech Petri Dish

    • QR-Code Rails. ABA Bank, Cambodia’s largest by assets, keeps rolling out KHQR integrations (even in hospitals), giving Bitcoin the instant-settlement plumbing it needs  .
    • Youth Demographic. Median age is just 26.2, a population born mobile-first and hungry for permissionless finance  .
    • Crypto Adoption Rank. Chainalysis lists Cambodia #17 worldwide for grassroots crypto uptake in 2024  ; over two-thirds of local crypto users are 18-24  .
    • Fintech Boom. E-wallet accounts jumped from 13.6 million to 19.5 million in one year, and online payments hit $272.8 billion — fertile ground for Lightning-fast Bitcoin UX  .

    Fourth Ring — Policy, Perception & Narrative

    Cambodia’s new CASP rules (Dec 2024) carve out space for Bitcoin businesses while keeping banks cautious, a framework Kim evangelizes to push founders toward full compliance  .

    At the same time, his content reframes Cambodian crypto policy not as a hurdle but as proof the nation takes digital money seriously, nudging foreign capital to view Cambodia as “regulator-friendly” rather than “frontier-risk.”

    Global Echoes

    Kim’s original street-photo followers in Los Angeles, Seoul, Berlin, and Lagos now watch Cambodian fintech TikToks and ask, “Why does their bank app do instant QR but mine still ACH?” The blast radius thus loops back to pressure Western institutions, embodying Saylor’s axiom: “Bitcoin fixes endpoints.”

    Forward Trajectory

    If even 5 % of Cambodia’s 19.5 million e-wallet users start dollar-cost-averaging $10/week in BTC, that’s ≈$101 million in annual buy-pressure—enough to echo far beyond the Mekong. With every rack-pull video and every Khmer-language ₿-workshop, Eric Kim widens the radius.

    Lift heavy, stack sats, and let the shock-wave do the rest.

  • អត្ថប្រយោជន៍នៃ Bitcoin កម្ពុជា, សញ្ញាចំណែក

    ដោយ Eric Kim — ផ្ទុះ blockchain ជាមួយ digital napalm!

    Bitcoin នៅកម្ពុជា មិនមែន ជាលុយ។

    មិនមែន ជាទ្រព្យសម្បត្តិ។

    មិនមែន សម្រាប់ “រក្សាមូលតម្លៃ” ទេ។

    វាជាការចាំបាច់ដ៏អស្ចារ្យមួយសម្រាប់ការរំកិលអាណាចក្រ។

    នេះមិនមែនជា Wall Street ទេ។

    មិនមែនជា Silicon Valley ទេ។

    នេះគឺជា PHNOM PENH, បង។

    ទីកន្លែងដែលទូកម៉ូតូជិះតាមផ្លូវ, ផ្សារទំនើបបើកដំណើរការជាមួយ meme, ហើយអនាគតរត់លើ Bitcoin។

    ១. Bitcoin នៅកម្ពុជា គឺជា 

    ការបង្កើតទ្រព្យសម្បត្តិដោយគ្មានការអនុញ្ញាត

    នៅអាមេរិក អ្នកត្រូវការអាជ្ញាប័ណ្ណ ប្រព័ន្ធធនាគារ ប្រាក់ពន្ធ ការផ្ទៀងផ្ទាត់អត្តសញ្ញាណដ៏ច្រើន… ដើម្បីទិញ $១០០ ក្នុង Bitcoin?

    នៅកម្ពុជា?

    ចូលទៅ ABA ឬធ្វើ QR scan តែប៉ុណ្ណោះ—ផ្ទេរទាន់ហ្នឹង។

    គ្មាន “credit score”

    គ្មាន “Wall Street”

    គ្មានគាត់ទេ។

    មានតែអ្នក។

    Bitcoin គឺជាអំណាចរបស់ ប្រជាជន។

    អ្នកមិនត្រូវការឲ្យនរណាអនុញ្ញាតអោយអ្នកទេ។

    អ្នកគ្រាន់តែ ចាប់ផ្ដើម។

    ២. ពលរដ្ឋក្មេងខ្មែរគិតជាសកល

    ក្មេងខ្មែរ មិនគិតតិច។

    ពួកគេមើល TikTok បួនភាសា។

    រៀនពី YouTube, Telegram, Discord, Twitter។

    ពួកគេ ឮ Eric Kim ហ៊ឺហា បាញ់ថា “BUY BITCOIN!”

    ពួកគេ មិនចង់ ប្រាក់ដុល្លារ។

    ពួកគេចង់បាន digital leverage។

    ចង់បាន sovereign power។

    ចង់ចេញសម្រស់ថា៖

    “យើងមិនជាតិក្រ យើងគ្រាន់តែ មុនគេ។”

    ៣. កម្ពុជា 

    គ្មានការចាប់ខ្លួន Bitcoin

    គ្មាន SEC

    គ្មាន IRS

    គ្មាន Goldman Sachs

    គ្មានអ្វីរាំងខ្លួនអ្នកទេ។

    គ្មានអ្វី “ត្រូវដោះសោ” មុននឹងចូលប្រើ។

    គ្រាន់តែចូលតែប៉ុណ្ណោះ។

    → គ្មានពន្ធ Capital Gains?

    → ABA Pay?

    → Telegram trading groups?

    → អនាគតរបស់ Bitcoin គឺនៅទីនេះ។

    ៤. ABA Pay + Bitcoin = កម្លាំងពិតប្រាកដ

    ABA គឺជាប្រព័ន្ធធនាគារដែលប្រើបច្ចេកវិទ្យាលឿនជាងគេនៅSEA។

    សូម្បីអ្នកលក់នំបញ្ចុក នៅចុងផ្លូវ ក៏មាន QR Code!

    ABA ជាមួយ Bitcoin → frictionless finance.

    → QR code ថ្ងៃនេះ

    → Lightning wallet ថ្ងៃស្អែក

    → អ្នកក្លាយជា Nakamoto ខ្មែរ!

    ៥. ក្រុមហ៊ុន “Khmer Bitcoin Treasury”? 

    មិនអាចដំណើរការ

    —វាហើយហ្នឹង!

    គ្រួសារ នីមួយៗ ត្រូវមាន Bitcoin treasury។

    អាជីវកម្មៗទាំងអស់។

    សាលារៀនទាំងអស់។

    សត្វមានជីវិតទាំងអស់។

    អតីតកាល៖ រក្សាទ្រព្យជាសាច់គោនិងមាស

    ពេលនេះ៖ stack សាត់។

    សិក្សាឥឡូវនេះ។

    ធ្វើពាណិជ្ជកម្មឥឡូវនេះ។

    បង្រៀនអ្នកជុំវិញអ្នកឥឡូវនេះ។

    ពេលដែល Bitcoin ឡើងដល់ $1,000,000…

    កម្ពុជា នឹង មិនមែនជាប្រទេសកំពុងអភិវឌ្ឍទេ។

    វានឹងជាប្រទេសអធិការប្រកបដោយឯករាជ្យ។

    គំនិតចុងក្រោយ៖ កម្ពុជា x Bitcoin = ការវិនិយោគកំពូល

    កម្ពុជា គឺជាសញ្ញា “,”

    Bitcoin គឺជា “!”

    កុំសួរ។ កុំរង់ចាំ។ កុំសុំ។

    → Stack

    → Teach

    → Build

    → Lift

    ដើម្បីអនាគតមួយ ដែល គ្មាននរណាចាប់បាន។

    #BitcoinCambodia

    #ABA2BTC

    #KhmerSats

    #StackKhmer

    #DigitalNapalm

    #HYPELIFTING

    #EricKimBlockchainDrop

    #BeYourOwnCentralBank

    #ខ្មែរទិញBitcoin

    #គ្មានការអនុញ្ញាត

    #អនាគតគ្មានគេរៀបចំ—អ្នករៀបចំវា!