GG

🔥「SMU Web3 Week」 Nov. 27 开幕日，盛况空前！ 200多人注册，单日举办 10+ 场精彩主题演讲以及 6 个高能 Panel 讨论，主题涵盖 Investment, Stablecoins, AI + Web3, Creator Economy, DePIN, RWA + DeFi，内容丰富、干货满满！ 🚀纪念我的 Panel 首秀！

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不要只问AI能为人做什么，也要问人能为AI做什么。这不是人的退场，而是人的重新定位；不是主体性的让渡，而是主体性的升级。它要求我们从人类中心主义走向智能共生主义，在碳基与硅基智能的平等对话中，重新理解人的价值、责任与未来。 11号下午，来SMU继续我们AI系列活动第二场。 #smu@web3

@arcknightx01 曹操 曹丕 曹植，施展父子技，魏武雄风

@LGG_Tokenomics 孙坚 孙策 孙权 施展 情谊技 江东猛虎

🔥「SMU Web3 Week」 Nov. 27 开幕日，盛况空前！ 200多人注册，单日举办 10+ 场精彩主题演讲以及 6 个高能 Panel 讨论，主题涵盖 Investment, Stablecoins, AI + Web3, Creator Economy, DePIN, RWA + DeFi，内容丰富、干货满满！ 🚀纪念我的 Panel 首秀！

@arcknightx01 刚刚写的不好，漏掉个字： 太史慈施展武将技，突剑四方 孙伯符尽显霸王威，怒定江东

@LGG_Tokenomics 孙策施展武将技 雷光燋狱

@arcknightx01 孙伯符展霸王威，怒定江东

@LGG_Tokenomics 太史慈施展武将技 突剑四方

@arcknightx01 🤜🤛好文采！

@LGG_Tokenomics 机构交易，化繁为简

@arcknightx01 👍👍👍顺势而为，大道至简。

@LGG_Tokenomics 趨勢交易，順勢而為

@PhillipDenton thank you. Have a good time！

@LGG_Tokenomics So sorry GG, but I'm not interested in your posts. Good luck to you!

🚀 Happening Today 2-6pm at SMU — OpenBOX@SMU: AI × Web3 OPC Connect If you're interested in AI Agents, startups, Web3, or building your own One Person Company (OPC), join us this afternoon! 🎤 Hear from founders, builders, professors, and industry experts from SMU, Tencent Cloud, Virtuals, Ave, and the OpenClaw ecosystem. 🏆 Hackathon Prize Pool: • Mac Mini for Champion Team • Mac Mini for Best Student Team • Exclusive event swags No fully built product required — bring your ideas, AI workflows, or agent use cases and connect with fellow builders. 📅 Today, May 29 | 2:00 PM – 6:00 PM 📍 SMU de Suantio Gallery, 90 Stamford Rd, Ground Floor 🎟️ Event Registration: luma.com/p476hjd5 💻 Hackathon Guide: github.com/OpenBOX-OPC/Op… See you there! 👋 🚀今日举行，时间为下午 2 点至 6 点，地点为新加坡管理大学——OpenBOX@SMU：AI × Web3 OPC Connect 如果您对人工智能代理、初创企业、Web3或创建自己的单人公司（OPC）感兴趣，那么今天下午请加入我们吧！ 🎤听取来自SMU、腾讯云、虚拟公司、Ave和OpenClaw生态系统的创始人、建设者、教授和行业专家的意见。 🏆黑客马拉松奖池: · 冠军团队的Mac Mini · Mac Mini 颁发给最佳学生团队 · 独家活动礼品 无需提供完整成型的产品——只需携带您的创意、人工智能工作流程或代理应用案例，即可与同行开发者进行交流。 📅今天，5月29日|下午2点—6点 📍新加坡管理大学美术馆，斯坦福路90号，地下 🎟️活动报名: luma.com/p476hjd5 💻黑客马拉松指南: github.com/OpenBOX-OPC/Op… 那边见！👋 #SMU@WEB3 #Tokenomics

@upilhamster thank you

@LGG_Tokenomics wowo, impresive 🫣🫣

Web3 DeFi 最新 TOP3 事件： 🤖自研 Bot 每日捕捉 Web3 热点事件。 欢迎加入 Telegram 群组，获取最新的链上叙事与预测市场信号。 📌 Binance推出OpenAI Pre-IPO永续合约 📖 背景 Binance是全球最大的加密货币交易所。OpenAI是AI领域的领军企业，尚未上市。Pre-IPO永续合约允许用户在公司上市前交易其股票预期。 📝 事件详情 Binance宣布推出OpenAI Pre-IPO永续合约，允许用户在OpenAI正式上市前对其估值进行交易。同时，Binance还推出了Event Rush代币化事件结果交易功能，并进行了月度交易挑战。 📊 Signal strength • Mentioned by: 2 high-value accounts （@binance，@NTmoney） • Total views: 178,587 • Total likes: 995 • Total replies: 319 • Total retweets: 156 🔮 趋势预测 加密交易所正通过Pre-IPO合约等创新产品，模糊传统金融市场与加密市场的界限，吸引更多用户。 ═══════════════ 🔗 相关推文：4 条 推文链接：1 2 3 4 🔗 相关预测市场（Polymarket） 1. OpenAI IPO Closing Market Cap • 匹配置信度：0.92 • 匹配原因：Web3 Event 报道 Binance 推出 OpenAI Pre-IPO 永续合约，PM 市场预测 OpenAI IPO 市值，两者均指向 OpenAI 上市估值这一具体事件。 2. OpenAI IPO by...? • 匹配置信度：0.9 • 匹配原因：Web3 Event 涉及 OpenAI 上市前估值交易，PM 市场预测 OpenAI IPO 时间，主体和事件链高度一致。 Decentralized Finance (DeFi): Event 5 📌 预测市场赛道融资与争议并存 📖 背景 预测市场是近期Web3热门赛道，Polymarket处于领先地位。Kalshi是受监管的预测市场平台。Delphi是新兴的AI驱动预测市场解决方案。 📝 事件详情 预测市场平台Kalshi完成12亿美元融资，同时行业出现对Polymarket争议解决机制的批评，指出价值超过50亿美元的合约由少数鲸鱼投票决定。Delphi提出使用AI模型而非代币投票来结算市场结果的解决方案。 📊 Signal strength • Mentioned by: 4 high-value accounts （@AlexanderGrieve，@CoinMarketCap，@toly，@_jamico） • Total views: 368,047 • Total likes: 1,633 • Total replies: 73 • Total retweets: 69 🔮 趋势预测 预测市场正从早期的投机炒作转向更成熟的治理和结算机制探索，AI驱动的结算可能成为新趋势。 💰 Decentralized Finance (DeFi): Event 1 📌 Bitwise Hyperliquid ETF创纪录资金流入 📖 背景 Bitwise是知名的加密资产管理公司，近期推出了首个Hyperliquid ETF（BHYP）。Hyperliquid是一个去中心化永续合约交易所，其原生代币HYPE具有独特的回购机制，99%的手续费收入用于公开市场回购。 📝 事件详情 Bitwise Hyperliquid ETF（BHYP）在首周表现强劲，单日流入最高达1900万美元，总资产管理规模（AUM）突破4000万美元。Bitwise持续在公开市场大额购买HYPE代币，单笔购买金额超过1000万美元，显示出传统金融机构对Hyperliquid生态的强烈兴趣。 📊 Signal strength • Mentioned by: 12 high-value accounts （@blknoiz06，@HHorsley，@RyanWatkins_，@jchervinsky，@CoinMarketCap，@Cointelegraph，@CoinDesk，@scottmelker，@mikedemarais，@haydenzadams，@koeppelmann，@NTmoney） • Total views: 681,833 • Total likes: 8,094 • Total replies: 1,381 • Total retweets: 737 🔮 趋势预测 随着更多传统金融机构通过ETF等合规工具进入，Hyperliquid生态的资金流入预计将持续增加，可能推动HYPE代币进入新的价格发现阶段。 ═══════════════ 🔗 相关推文：34 条 推文链接：1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 🔗 相关预测市场（Polymarket） 1. Hyperliquid airdrop by ....? • 匹配置信度：0.88 • 匹配原因：Bitwise Hyperliquid ETF大额资金流入和公开市场购买HYPE代币，直接关联Hyperliquid生态发展和代币价值，影响空投预期。 #Kalshi #OpenAI IPO #Hyperliquid #SMU@WEB3 #LGG_Tokenomics

@upilhamster telegram web3 bot

@LGG_Tokenomics what is that?

@vantagemarkets Hi，how can i download？

What is Vantage Markets? Here’s everything you need to know 🧵

Some of my perspective on where the @ethereumfndn is going. First of all, this is only my own view. The board is not just me, and I have no extra special powers on the board that the other board members do not. @aerugoettinea is the one executing much of this transition. My input has been largely on technical questions. The board is in the process of expanding, and my own power within the org will continue to decrease, which is honestly what I want. The 2025 era brought many important improvements to EF and its ability to execute. Many issues were resolved, and EF continues to benefit from its improved efficiency and greater focus on concrete goals to this day. And so with those problems resolved, early this year, the largest remaining hole that I perceived was something different nagging at me: I would regularly spot people saying things like "vitalik says these beautiful things about ethereum needing to be decentralized, and have privacy, and be a sanctuary technology, but why do the EF's actions not reflect that?" Now, you may have been hearing something different. You may not have been sensing a feeling of crisis at all, and maybe were hearing people saying that finally we were taking execution and BD seriously and the main task for us is to keep going that way and be even better and faster. Then probably there is genuine difference between you and me, in what kinds of criticism I take most seriously, and what kinds of critics through their criticism are most able to make me feel pain. As an analogy, let's briefly switch over to a different domain. One belief you can have about Google is that it is a success story, and has brought a lot of good to humanity in organizing the world's information. Another belief you can have about Google is that they had a beautiful idealistic beginning, but at some point the corruption of mainstream corporate attitudes seeped in, and they slowly bit by bit completely abandoned the "don't be evil" slogan. My belief on Google specifically is probably somewhere between the two. BUT, if you had taken me back in time to ~2008, and offered me a button to press to make Google one or two standard deviations more "dogmatic", eg. give Richard Stallman permanent veto power over some key policies, I would immediately press it. Why? Because a choice for one company is not a choice for the world, or even one country. Google existed and exists in the context of a technology industry generally drifting away from early idealistic don't-be-evil roots and toward greed for financial gain, totalizing visions of accelerated superintelligence, infiltration by sociopaths, and craven capitulation to (or worse, active participation in) government pressure for ideological control, surveillance and war. And so *one company* doing something different, positioning itself to be what George Bernard Shaw calls the Unreasonable Man, resisting the trend of the times, would have been better for freedom, balance of power and stability of society as a whole, than *all* large companies bending to dominant trends. This is a part of my version of pluralism. This line of thinking is not just mine, but I also is not too far off from what Aya and others had in mind with the Mandate. Now how does this all get to the role of the EF? EF is not a "center of Ethereum", rather EF is "one node, with a defined purpose, alongside other nodes". We've always said that the EF should be the latter, but many in the Ethereum ecosystem (and even within the EF) wanted us to be the former. Now, we are taking action to ensure that we will be the latter. This is particularly important because EF is a limited organization, with limited resources and limited organizational capacity. The EF has only ~0.16% of all ETH (less than many other individual ETH holders), whereas among other blockchains it's common for "the central foundation" to have 10-50%. Fiscally, the EF was originally designed to fulfill a limited work scope defined in the token sale docs and other pre-launch materials (building the chain software; getting through Frontier, Homestead, Metropolis, Serenity), which was fully completed in 2022; it was not designed to be an eternal steward. And so today, the EF is choosing to use its remaining resources to pursue longevity over breadth (yes, this means we sell less ETH). The EF focuses *specifically* on those activities critical to the success of ethereum as a censorship/capture-resistant, open, private and secure system, that would not happen otherwise. This means making hard choices, and in some cases even activities that we highly approve of and people that we highly respect becoming outside of the EF. People of great technical talent, public respect and even alignment with the mission and CROPS being outside of the EF is in fact necessary if we want important tasks to be able to attract outside capital. This also means the EF taking opinionated stands culturally. This is all intended in cooperation with all other parts of ethereum. We recognize that many other parts of the ethereum world highly respect CROPS and related values. But highly respecting is not the same as choosing to specialize and totally dedicate to a domain (Compare in a different domain: I think reducing animal cruelty is important, and I like vegan food, but am not full unconditional vegan myself) EF is still in a transition period, and we expect its new long-term form to stabilize over the next few months. What are the guiding principles of this new form? Again, I am only one person, but I can give my answer from a technical perspective (there are also critical non-technical aspects). At the core, *Ethereum must be impressive*. We are living in an age of highly intelligent AI and all kinds of other technological acceleration. "Status quo EVM, with a hard fork or two a year to optimize for short-term needs of users" is not interesting. To some, "impressive" means: 250ms latency and 1M TPS. I think Ethereum trying to go that route is a mistake. Being as fast and as scalable as possible, and only a small epsilon more decentralized than the others, is a route to mediocrity, and if we try it we will lose. I think Ethereum should scale. But I think Ethereum should strive the hardest to be deeply impressive in a different dimension: the CROPS dimension. This means things like: * Provably bug-free Ethereum. This is a goal that all cybersecurity researchers would have thought is absurd and impossible, up until roughly 6 months ago. Now, it's on the cusp of being possible, thanks to AI-assisted formal verification. So we should be frontrunners in doing this. * Available chain consensus. Ethereum is, and with lean consensus will cotninue to be, the ONLY chain that has both (i) traditional-BFT style properties that it's safe under asynchrony up to a high level of fault tolerance, and (ii) the bitcoin PoW-style property that under synchrony it's safe up to 49% attackers. As far as I can tell, literally no other chain has this or is planning for it; bitcoin goes for (ii) only and most other chains go for (i) only. Some will remember I fought hard for this, Unreasonably insisting that it is not OK for ethereum to rely on social consensus and hard forks to rescue ethereum from 34% of nodes going offline. It's OK for chains like hyperledger, bnb, solana, tempo, etc. It's not OK for bitcoin or ethereum or eg. zcash. * Intermediary minimization. The fact that smart contract wallets, protocols like railgun, etc have to send transactions through intermediaries to get included onchain is honestly embarrassing, and it's a constant point of fragility. Hence the work on FOCIL and EIP-8141 (and 7701 and years of work before) to make transaction sending intermediary-minimized with public mempool and strong inclusion properties, in a truly general-purpose way, that covers not just eg. secp256r1, but also privacy protocols and much more. Kohaku is pushing intermediary minimization at the user layer, pulling Ethereum away from the dystopian status quo world where our wallets don't even verify the chain, send our private data out to a dozen third-party servers, and toward a brighter CROPS future. Some of these goals are Unreasonable - maybe Ethereum would be "fine" getting only 50% of the way - what if we depend on intermediaries, but make it easy to switch? But going 50% of the way would not make Ethereum Deeply Impressive in the CROPS way. So we push for 100%. Fortunately all these goals are compatible with high TPS, this is a major focus of research (esp. on scaling the state). Well-designed L2s can also help, especially L2s optimized for specific applications (eg. high-volume trading, privacy...). These goals are even compatible with significantly lower slot times, thanks to Raul's work on erasure-coded P2P, and many other optimizations. The most high-value "product" of the ethereum blockchain, financially speaking, is ETH the asset. Ethereum secures $250 billion of ETH. The types of properties of Ethereum that I mentioned above are very good for ETH the asset. Nearly 90% of my net worth is in ETH, and most of the remainder is ~$40m of onchain fiat of which every dollar has already been allocated for some open-source biotech or software or hardware initiative. That said, there are aspects of supporting ETH the asset - *necessary* aspects even - that are outside the scope of the EF. This is where we need other heroes (some of whom hold more ETH than the EF does) to step in and help. EF has been recently thinking more about how it will relate to other such organizations, and give them needed initial support. EF will be a smaller ship than in previous years, a more opinionated one - in some cases more opinionated in ways that might be difficult to comprehend - but a longer-lasting one, and one suited to making sure that ethereum brings something meaningful to the world. We are grateful to all those inside and outside the EF who are helping to make this happen.

Web3 Event Timeline： 🤖自研 Bot 每日捕捉 Web3 热点事件，欢迎加入 Telegram 群组，获取最新的链上叙事与预测市场 polymarket 信号。 #SMU@WEB3 #Tokenomics #polymarket #LGG_Tokenomics

@cesar_t12 👍👍👍

@LGG_Tokenomics 合规化是必然的趋势，早布局才能吃红利

Web3 Regulation & Policy 最新 TOP3 事件： 🤖自研 Bot 每日捕捉 Web3 热点事件。 欢迎加入 Telegram 群组，获取最新的链上叙事与预测市场信号。 ⚖️ Regulation & Policy: Event 1 📌 SEC拟推代币化股票创新豁免政策 📖 背景 美国证券交易委员会（SEC）负责监管美国证券市场。代币化股票是将传统股票在区块链上数字化，可实现7/24全天候交易和即时结算，被视为连接传统金融与DeFi的关键桥梁。 📝 事件详情 据彭博社报道，SEC预计最早本周发布'创新豁免'政策，允许在去中心化加密平台上交易代币化版本的证券，这可能是美国向加密基础设施转型的最大转变之一。 📊 Signal strength • Mentioned by: 7 high-value accounts （@zerohedge，@TheBlockCo，@rleshner，@CoinMarketCap，@EleanorTerrett，@ASvanevik，@laurashin） • Total views: 220,681 • Total likes: 1,134 • Total replies: 131 • Total retweets: 161 🔮 趋势预测 代币化股票框架的推出可能加速传统金融与DeFi的融合，但监管细节和费用结构将决定市场参与者的迁移速度。 ═══════════════ 🔗 相关推文：9 条 推文链接：1 2 3 4 5 6 7 8 9 🔗 相关预测市场（Polymarket） 1. What chain will the NYSE choose for tokenized securities? • 匹配置信度：0.88 • 匹配原因：Web3 Event 报道 SEC 推动代币化股票政策；PM 市场预测 NYSE 选择哪条链进行代币化证券，属于同一事件链的不同环节。 2. US Treasury transactions on blockchain by June 30? • 匹配置信度：0.75 • 匹配原因：Web3 Event 关于 SEC 代币化股票政策；PM 市场预测美国财政部链上交易，同属政府区块链金融化叙事。 ⚖️ Regulation & Policy: Event 2 📌 CFTC起诉明尼苏达州禁止预测市场 📖 背景 美国商品期货交易委员会（CFTC）对衍生品市场拥有监管权，预测市场（如Polymarket）允许用户对事件结果进行交易。明尼苏达州通过新法律将运营预测市场定为刑事重罪。 📝 事件详情 CFTC起诉明尼苏达州以阻止该法律生效，称这是'美国首个明确禁止预测市场的州法律'，侵犯了CFTC的专属管辖权，并威胁到农民使用的天气和农作物相关事件合约。 📊 Signal strength • Mentioned by: 4 high-value accounts （@BrianQuintenz，@CoinDesk，@MichaelSelig，@TheBlockCo） • Total views: 173,841 • Total likes: 1,379 • Total replies: 166 • Total retweets: 74 🔮 趋势预测 CFTC的胜诉可能性较高，但此案可能为未来州与联邦在加密监管权限上的冲突树立判例。 ═══════════════ 🔗 相关推文：9 条 推文链接：1 2 3 4 5 6 7 8 9 🔗 相关预测市场（Polymarket） 1. Law banning sports prediction markets enacted in 2026? • 匹配置信度：0.85 • 匹配原因：Web3 Event 报道 CFTC 起诉州法律禁止预测市场；PM 市场预测是否通过禁止体育预测市场的法律，属于同一监管事件链。 ⚖️ Regulation & Policy: Event 3 📌 CLARITY法案推进面临关键挑战 📖 背景 《CLARITY法案》是美国重要的加密货币市场结构立法，旨在明确SEC和CFTC的监管权限，保护开发者，并为数字资产提供合规路径。法案需在参众两院通过。 📝 事件详情 法案在参议院银行委员会和农业委员会通过后，正进行技术修订和伦理条款整合，目标在7月4日休会前提交参议院全体表决。Polymarket预测其今年签署成为法律的概率为64%。 📊 Signal strength • Mentioned by: 13 high-value accounts （@laurashin，@SenLummis，@BitcoinMagazine，@scottmelker，@CaitlinLong_，@Cointelegraph，@AlexanderGrieve，@Bankless，@CoinDesk，@JBSDC，@jchervinsky，@milesjennings，@pete_rizzo_） • Total views: 450,540 • Total likes: 9,842 • Total replies: 704 • Total retweets: 1,402 🔮 趋势预测 法案通过概率较高，但伦理条款和政治博弈可能成为最后障碍；若通过，将为美国加密行业提供明确的监管框架。 ═══════════════ 🔗 相关推文：24 条 推文链接：1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 🔗 相关预测市场（Polymarket） 1. Clarity Act signed into law in 2026? • 匹配置信度：0.98 • 匹配原因：Web3 Event 明确讨论 CLARITY 法案的立法进程；PM 市场预测 CLARITY 法案是否签署成为法律，完全同一具体事件。 #Tokenomics #WEB3@SMU #GG ##LGG_Tokenomics #SMU

@jtlavers 太对了！

@LGG_Tokenomics 合规化是机构进场的必经之路啊