East8’s Newsletter
East8Weekly analysis on global politcal/econ affairs
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 207 | Subscribers | Read | east8.substack.com |
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Latest Issues
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五仁随笔260224——丙午幻象
首先祝各位专栏的读者丙午马年新年快乐，心想事成，阖家安康!
五仁随笔260207——美国害怕真AI革命
最近国际上大小事件也纷纷扰扰，但是最有影响力莫过于两件AI界的事情，一个就是龙虾帮大行其道——openclaw(原名clawbot), 突然爆火，帮人类完成端侧AI自动化最后一公里的操作；一个就是在anthropic推出cowork之后，投资者突然发现美国软件业这些虚高的估值通通都是空中楼阁。AI is eating software, 那这些saas公司还有多大价值呢？据路透报道，从1月28日开始，纳斯达克软件业企业的市值已经抹掉了1万亿，但这个万丈深渊还有多深的沟壑需要填...
五仁随笔260127——美元霸权悄然结束
随着懂王强取格陵兰岛的野心暴露，黄金和白银各自突破5000和100美元高点，而美元信用在其长期盟友中出现裂痕，以黄金计价的美元、美债和美股其实都出现了巨大的价值垮塌。无巧不成书，美国在亚洲的马甲日本，在重新进行国会选举后，出现了长债利率飙升（被投资者抛售）的情形。而日债利率的飙升，也导致美债收益率出现上升，因此也引发了贝森特开始为日本托底的言论。过去一年美元指数已经下跌了近10%，而如果用黄金计价的话，美元的购买力在一年内下跌了近47%！美元过去是叫“美金”，而现在美元从未如...
五仁随笔260104——加拉加斯斩杀线
2026年新年伊始，懂王就来了波大的，把之前包好的“饺子”给煮了——执政十数年的马杜罗被“活捉”，而美国兵不血刃地完成了这波斩首行动。从雨果·查韦斯开始，委内瑞拉的反美历史已长达数十年，居然一夕堡垒被内部攻破，也可算是多年来经济上倒行逆施的终极因果。而对中国的隐忧，不仅仅是所谓“全天候伙伴”的丧失，更重要的是中国在拉美的利益，面临着严重的威胁，而这才是地缘上面真正的大隐患。前几天还在炒作“斩杀线”的舆论，现在看到了美国的下限可以是无限低的，既可以卖友邦，也可以活捉敌人，那死几...
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Welcome to East 8, a bold new video and podcast series rooted in the heartbeat of the world’s most dynamic time zone—UTC+8. Home to over 1.6 billion people and economies that drive one-third of global GDP.
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