Crypto Wesearch 每日幣研

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Crypto Wesearch 每日幣研

Crypto Wesearch 每日幣研

@CryptoWesearch

Crypto native media platform in Asia since 2020 #Narratives Diving 💎 | #Crypto analysis 熱點訊息不漏接:https://t.co/Qr1WLbvwQP 👇 加入華語社區

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Crypto Wesearch 每日幣研
Crypto Wesearch 每日幣研@CryptoWesearch·
Binance alpha 2.0 啟動 !盤點 15 個幣安生態幣種及數據 🚀 這幾天 @BNBCHAINZH @BNBCHAIN 火力全開 ! 連 @cz_binance @heyibinance 都在社群活躍支持項目 BNB Chain 這週 DEX 的交易量也來到 $25 億美元位居第一! 上週我們發出了 BNB chain 訪談影片,這週徹底迎來回暖 ✨😍 BNB 生態中七天內漲最兇的幣不單單只是 meme ,還有 DeFi 及 AI 板塊 👇 除了 $BMT 之外,目前為 Binance alpha 幣種且尚未上線幣安的有 $AVL $BROCCOLI $TOKEN $BIO 等四個幣種 👀 【DeFi】 $CAKE,七天上漲 73.7 % 📈 ,市值 760 M $XVS 七天漲幅 10% 📈,市值為 98M $AVL 七天下跌 -25% ,市值為 69.93M $BB 七天漲幅 14% 📈,市值為 50.48M $LISTA 七天漲幅 5.4% 📈,市值為 30.9M $TOKEN 七天漲幅 2.9% 📈,市值為 27M $THE 七天漲幅 25.4% 📈,市值為 21M 【AI】 $SHELL 七天漲幅 14.5% 📈,市值為 86M $BMT 七天漲幅 25.4% 📈,市值為 69M $COOKIE 七天漲幅 25.4% 📈,市值為 60M $BID 七天漲幅 13% 📈,市值為 9M 【MEME】 $BNX 7 天上漲 50% 📈,市值為 446 M $CHEEMS 7 天上漲 44% 📈 ,市值為 272 M $MUBARAK 7 天上漲 1500% 📈 ,市值為 160 M $BROCCOLI 7 天下跌 13% ,市值為 33 M 當然, BNB chain 曾經說要重點扶持的 AI 賽道我們依然要持續關注 $COOKIE $BID $SHELL 再加上今天 $BMT 成為了 @binance 新一期的 HODLer Drop , AI 賽道有機會透過幣安的大力推進回溫 ! 幣安於今日正式上線 Binance alpha 2.0 還未納入幣安 Alpha 及上線幣安的都可以持續關注 👀 除了 $BMT 之外,目前為 Binance alpha 幣種且尚未上線幣安的有 $AVL $BROCCOLI $TOKEN $BIO 等四個幣種 👀 @BNBCHAINZH @BNBCHAIN @heyibinance @0xjiujiu99 本表數據以晚上 10 點(UTC+8)為主,部分幣種價格波動大 ⚠️
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Crypto Wesearch 每日幣研@CryptoWesearch

3/8 婦女節快樂 😍🫶 @binance@BNBCHAIN 生態近期討論度依然活躍🔥 @BNBCHAIN 於 2 月發出了 2025 年 Roadmap ,其中包含 AI、gasless wallet 、Meme 等,十分令人期待 2025 的發展!可以看見從去年開始, @BNBCHAIN 就已經在 AI 生態耕耘,也推出了 BNB AI Hack 鼓勵鏈上 AI 技術的採用與團隊發展 💡 每日幣研先前在 @consensus_hk 採訪了 BNB chain 的 APAC BD Head @Sarahssscy ✨ 深入解析 BNB Chain 與以太坊、Base、Solana 的競爭優勢,以及 2025 Roadmap 的最新計畫! 🟨 BNB Chain 的關鍵優勢 – 00:36 🟨 香港美食推薦(小驚喜!) – 05:07 🟨 近期關注的有趣項目 – 05:42 🟨 未來發展與生態計畫 – 08:00 完整影片請查看留言處 😍

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Crypto Wesearch 每日幣研
Crypto Wesearch 每日幣研@CryptoWesearch·
.@a16z 共同創辦人 @pmarca 拆解 @elonmusk 一次主導六家公司的極致管理法 馬斯克概念股該不該持有?看完這部影片就知道 💡 親自站上第一線和員工溝通帶給馬斯克什麼好處? @IBM 大灰雲如何影響管理層了解真相? 為什麼世界頂尖的工程師都想替馬斯克工作? 馬斯克高效率工作排程怎麼運作
David Senra@davidsenra

My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.

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Crypto Wesearch 每日幣研
Crypto Wesearch 每日幣研@CryptoWesearch·
@stitchbygoogle 正在衝擊設計工具市場 ⚒️ Stitch 讓用戶用一句話就能生成 UI,甚至直接輸出可運行的程式,更重要的是這些都是免費的功能,等於大幅降低設計門檻。 市場因此開始擔心像 @figma 這種靠專業工具與學習曲線建立護城河的公司,會被 AI 從根本上動搖,這也是股價下跌的原因。
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Crypto Wesearch 每日幣研
Crypto Wesearch 每日幣研@CryptoWesearch·
Google Labs 又有大動作,Stitch 迎來一波大升級 🖼️ @GoogleLabs 直接透過「對話」說出你想要的完美設計 ✨ Figma 股價 3 天 -10% ? 📉 AI 巨頭持續衝擊 SaaS 五大升級重點 🧵 🎨 AI Canvas 🧠 Design Agent 🎙️ Voice 模式 ⚡️ Instant Prototype 📐 設計系統 值得關注的功能除了畫布之外,語音模式也被視為是這次的核心亮點,現在使用者可以直接用對話的方式去更改設計,透過邊說邊調整的模式讓整體操作變得更流暢。 除此之外, @stitchbygoogle 也開始能夠理解整個專案的上下文,讓設計能夠去持續修改並且反覆優化。同時像是原型跟設計系統的能力,也讓設計從靜態的畫面直接變成可操作的流程,甚至還會進一步補出延伸的畫面。 整體看下來 @stitchbygoogle 已經不是單純的圖片生成工具,而是開始能夠參與整個設計的流程,逐漸變成一個完整的設計工作平台。
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Stitch by Google@stitchbygoogle

Meet the new Stitch, your vibe design partner. Here are 5 major upgrades to help you create, iterate and collaborate: 🎨 AI-Native Canvas 🧠 Smarter Design Agent 🎙️ Voice ⚡️ Instant Prototypes 📐 Design Systems and DESIGN.md Rolling out now. Details and product walkthrough video in 🧵

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Crypto Wesearch 每日幣研
Crypto Wesearch 每日幣研@CryptoWesearch·
AI 代理時代的支付革命 MPP 機器支付協議 🤖 @mpp 未來的網路不再只是人類去瀏覽網頁,而是直接透過 Agent 來完成。 過去「註冊帳號、管理 API Key、手動刷卡」這些傳統流程,是自動化交易的最大阻礙。由 @tempo_labs@Stripe 攜手推動的 MPP (Machine Payments Protocol) 正式解決這些痛點: ▪️ 真正實現 M2M 支付 ▪️ 標準化協議 ▪️ 支付中立性 ▪️ 極致性能 ▪️ 跨平台支持
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alvin617.eth 🦇🔊@Alvin0617

Stripe / Tempo / Paradigm 共同發布機器支付協議 (MPP) ,有人說這是 x402 的滅亡? 表面上 Stripe 確實是支持 x402 的,但是他們這次推出的標準卻幾乎是要跟 x402 對著幹的 此外 @tempo 也挑同一時間上線主網了 1️⃣ x402 本身由 Coinbase x Cloudflare 聯手打造,但是當然敵不過已經有百萬商務量體的 Stripe 相比,這是 Stripe 發展超過 15 年的護城河,用戶本身有 Stripe 就可以直接進入由 Stripe 打造的 agent 支付生態 2️⃣ 支付的管道來說, x402 集中在穩定幣支付, Stripe 則是兩者都有,目前已支持 stablecoin、信用卡和 BNPL 等支付方式,且背靠 Visa ,替 MPP 開發了信用卡/簽帳卡的支付規範 3️⃣ Stripe 旗下的 @tempo 可終於上線了, 可以看出他們的速度還算是快的, 接下來以 agent 支付賽道來說, 能夠動搖到多少 x402 的市場佔比就是一個值得長期關注的數據 作為 crypto native 的支付新範式 x402 理論上會有更多有趣的玩法出現

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Crypto Wesearch 每日幣研
Crypto Wesearch 每日幣研@CryptoWesearch·
@VitalikButerin 願景與戰略提案 🛡️ 🔹 重申 @ethereum 的核心使命必須圍繞 CROPS 展開: ● Censorship and Capture Resistance (抗審查與抗捕獲) ● Open Source (開源) ● Privacy (隱私) ● Security (安全) ----------- 🔹 技術平權化提案 ● 節點簡化:讓運行節點成為「基本人權」。推動 Nimbus 統一節點,將共識與執行端整合,消除對中心化 RPC 的依賴。 ● 質押門檻調降:探討將 32 ETH 降至 1 ETH。 雖然這會讓最終確認時間稍微延長(16-32s),但能讓驗證者數量上升至 100 萬以上,達成終極去中心化。 ----------- 🔹 未來戰略目標 ● 全球共享記憶體:將 @ethereum 定義為具備「數據可用性 + 垃圾郵件保護 + 自動化信任」的全球執行引擎 ● d/acc 路線圖: 提倡「去中心化加速」,並資助開源疫苗等現實世界的技術協作,展示 @ethereum 在 Web3 之外的影響力
vitalik.eth@VitalikButerin

This is the new EF Mandate. For many of you, the contents should be no surprise, and a clarification along the lines that we have been going and thinking for the past few months. But the clarification is nevertheless worth making. Ethereum is a unique object and has a unique role in the world. Its role is to be a sanctuary technology, to preserve technological self-sovereignty, to enable cooperation without coercion, domination or rugpulling, and to provide an escape hatch, to ensure that no single person, organization or ideology's victory in cyberspace can be total. The Ethereum Foundation is a steward of Ethereum - the original steward, and today, the steward specifically dedicated to preserving and expanding the above aspects of Ethereum. This means a heavy emphasis on CROPS (censorship and capture resistance, open source, privacy, security), both at the protocol layer, and at the access layer, user-facing applications and tools that we create or contribute to. There are things that we do in Ethereum because we believe that they are valuable for the underlying goals that we have for Ethereum. There are things that we do not do because from the perspective of our values we find them uninteresting (or worse, harmful). But there are also things that we do not do because while they are useful, they are not our role. At the Ethereum protocol layer, we focus on decentralization, verifiability, inclusion guarantees, protocol liveness, security and privacy first and foremost. We also value capabilities (eg. L1 scale, account abstraction, perhaps some forms of in-protocol aggregation), particularly because improvements in these capabilities better enable users to properly benefit from Ethereum's CROPS properties and displace the need for higher-layer intermediaries that might weaken the extent to which Ethereum's properties carry over into the full stack. We also believe that the Ethereum protocol must strive to pass the walkaway test. "We do X to specialize to serve the use cases of today, if more use cases appear later, we will continue to keep adding more EIPs for them later" is logic fit for many other blockchains whose names you hear often on this forum, but we do not believe it is logic fit for a decentralization-first blockchain like Ethereum. At the application layer, we focus on making "the zero option" - user experience that goes hard on ensuring security and privacy, avoiding dependence on intermediaries, and respecting the user's agency - as high quality as possible. We see this as complementary to work in the Ethereum ecosystem that "goes broad", starting from the world that it exists, and brings it onchain and improves its properties over time. Such work has its natural home outside the EF. We intend to be supportive of such efforts. We believe that the two are complementary: tools that are developed within the EF can be adopted by anyone, including partially, and even partial adoption that improves people's security, privacy and agency is a good thing. But the form of user experience that is more heavily insistent on CROPS properties is where we want the EF to develop its center of expertise. This does not mean shrinking from the hard questions. We believe in a vision of self-sovereignty that protects users, and does not leave users in the cold to face environments where they lose their life savings if they make a mistake, and click "yes" on a confirmation screen by accident two seconds after. But such protection must be designed based on a philosophical baseline of empowering the user, not empowering centralized organizations that claim to act in the user's name. This quadrant of design space - caring about users' (including non-experts') well-being and safety, and yet insistent on doing this in a way compatible with their agency and freedom, is underserved (not just in crypto, but in the world). We wish to use Ethereum as a platform to build out and showcase this quadrant, and ideally work with others to expand its reach over time. This is also a new chapter in how we see our position in the world. We must see ourselves not just as the Ethereum community, but also as maintainers of the Ethereum tool within what you might call the CROPS community or the sanctuary tech community, or a dozen of other words that have for a long time been used by people with similar values to us but far outside Ethereum. This means open-mindedness to new conceptions of what things in the world are our natural allies. Ethereum is not the world. Ethereum is a specific object in the world that is here to have specific properties. The Ethereum Foundation is a specific organization within Ethereum - one steward, not the sole one. I encourage all to read the mandate in detail; it includes concrete examples of how we intend to deal with the challenges and nuances of these ideas. We are doubling down on Ethereum and are excited about its next chapter.

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Crypto Wesearch 每日幣研
Crypto Wesearch 每日幣研@CryptoWesearch·
告別敘事幻象 @ethereum 正式進入「工程驅動時代」🚀 如果說過去幾年是 L2 肆意增生和擴容的爭議 那麼 2026 年就是 @ethereum 重回「硬核協議」的一年 @ethereumfndn 釋出的 2026 路線圖代表著生態的重大轉向: @ethereum 不再只是追逐熱點的平台,而是一台精密、可預測、且不可撼動的頂尖機器。 幣研整理了近期 @ethereum 生態中的關鍵進展 👇
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