Michael / 莫逸濤
MOK_ID_001 — 2026
DESKTOP-OPTIMISED — best viewed on a larger screen
Building leverage at the intersection of AI, capital and culture.
AI Notes — one email per note.
Recent.
See all work →April 2026 AM730 interview — why Hong Kong's stablecoin licensing matters for the mainland, how HK's framework arguably leads the US, and why HKMA only licensed HSBC × Standard Chartered first.
Visit →March 2026 invited guest on Futu's livestream with Anna (Futu Securities senior analyst, SFC CE BOD280) — 'How does Web3 change the world? A beginner's guide.'
Visit →Hosted Lazybeanz' first community offline session in Jan 2026 — 90% RSVP turnout, 100+ attendees, powered by Bitfinex × Monsterblock.
Visit →Recurring guest on ViuTV's Fintech 全方位 (Invest Smarter) — explaining Web 3.0, RWAs, AI-as-pets, AI education and other crypto-adjacent topics to a mass audience.
Visit →Recurring guest on Metro Finance (FM104) Crypto Starting Line — covering FTX collapse, exchange risk, crypto-Lehman post-mortems and retail-investor literacy from 2022 into 2023.
Visit →Articles.
See all writing →Lazybeanz Antifragile Investing Lab — since June 2025: 50+ original long-form essays, 5,000+ cross-platform community, briefly ranked #1 globally on Substack's Crypto Rising chart.
The fish tail is large and tempting — but the bones outweigh the meat.
Read on Lazybeanz →Hormuz blockade × Southern Plains 81% drought × urea +75% YoY — triple resonance, zero priced in.
Read on Lazybeanz →After multi-AI cross-validation — content you won't find anywhere else, shaping the next 6–12 months of allocation.
Read on Lazybeanz →Antifragility isn't never taking risk — it's only taking risk where the odds are in your favour. The real lesson on-chain banks just taught crypto.
Read on Lazybeanz →While AI 'reinvents the wheel,' how much patience does the market have left? Could the latest rebound divergence be the prelude to the end of the feast?
Read on Lazybeanz →Risks, breakouts, sector impacts, plus a personal anti-inflation living guide.
Read on Lazybeanz →We called the direction at the talk — even I didn't expect BTC to crash below 60K this fast. This piece is now the receipt.
Read on Lazybeanz →80% of participants have been drowned by the flood of DeFi options + noise, and have forgotten the real prioritisation logic.
Read on Lazybeanz →80% of my market intel + observations come from this stack. All free, packaged up.
Read on Lazybeanz →Get new AI notes by email.
Short, infrequent, zero marketing fluff. Notes on building AI tools for investing, advisory and indie product — published as I ship.
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