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.

IDENTITY
Ships AI-driven tools across investing, content and product — half craft, half curiosity.
6+
years investing across full market cycles
10+
AI products & tools shipped to production
20+
Web3 projects advised
200+
global KOL collaborations
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AI Notes — one email per note.

Speaking & teaching · 2026
AM730 — Hong Kong stablecoin policy interview

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.

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Speaking & teaching · 2026
Futu × 安娜區塊鏈 livestream

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.'

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Speaking & teaching · 2026
Lazybeanz IRL · January 2026

Hosted Lazybeanz' first community offline session in Jan 2026 — 90% RSVP turnout, 100+ attendees, powered by Bitfinex × Monsterblock.

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Speaking & teaching · 2022–
ViuTV 智富坊 — recurring guest

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.

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Speaking & teaching · 2022–23
Metro Finance《加密起跑線》— recurring guest

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.

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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.

Crypto · 2026-05-10
BTC back at 80K: bull restart, or a giant fish-tail?

The fish tail is large and tempting — but the bones outweigh the meat.

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Macro · 2026-05-03
Not an energy crisis — a food crisis: the gold mine the market hasn't priced in

Hormuz blockade × Southern Plains 81% drought × urea +75% YoY — triple resonance, zero priced in.

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Macro · 2026-04-26
Gold 4700, oil 95, yield 4.3%: a network-exclusive signal

After multi-AI cross-validation — content you won't find anywhere else, shaping the next 6–12 months of allocation.

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Crypto · 2026-04-22
AAVE blow-up post-mortem: the 'unwelcome' piece we wrote on Jan 13 is worth $200M today

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.

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US Equities · 2026-04-14
Past the 0.52 red line: what FINRA's margin index reveals — leverage-era body check

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?

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Macro · 2026-03-15
2026 oil crisis survival guide: 5 escape signals every retail investor needs

Risks, breakouts, sector impacts, plus a personal anti-inflation living guide.

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Crypto · 2026-02-10
2/3 perfect BTC top & bottom calls — Lazybeanz IRL turnout, prediction revealed

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.

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Crypto · 2026-01-13
DeFi yield from first principles: the layer everyone must understand before they touch DeFi

80% of participants have been drowned by the flood of DeFi options + noise, and have forgotten the real prioritisation logic.

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Meta · 2025-09-27
Lazybeanz 2025 crypto toolbox — the stack I actually use

80% of my market intel + observations come from this stack. All free, packaged up.

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