Daily signal digests
Slow Orbit · 噪音之外
AI, macro, crypto. Written slowly enough to catch structure before it becomes consensus.
- 2026-03-29 Modular agent engineering, cognition and governance, and hardware moats meet a macro tape defined by supply shocks, energy risk, and market structure shifting on-chain.
- 2026-03-28 Agent-native payments, skill marketplaces, and governance move to the foreground as energy risk premiums and commodity signals start to reshape the macro backdrop.