Crypto Wesearch 每日幣研

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 😍

ICYMI NEW POD: AI Will Drive The Biggest Boom In History with Raoul Pal We Cover: 🔸 AI and the energy shock 🔸 No more recessions 🔸 Fed running 90s playbook 🔸 ASI, crypto agent economy & more! @RaoulGMI @fejau_inc TIMESTAMPS: 00:00 Intro 02:12 Oil Shock Meets Macro 05:22 AI Needs More Energy 07:19 The US China Race 08:53 Why Recessions Cannot Happen 12:03 Banks Will Provide Liquidity 15:24 AI Adoption Is Mispriced 18:41 Ads (Blockworks IR, Arkham) 20:15 Superintelligence Changes Everything 24:11 What Is Human Value 30:22 AI Agents Need Crypto 37:39 AI Meets Longevity

Caught up with @karpathy for a new @NoPriorsPod: on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects 02:55 - What Capability Limits Remain? 06:15 - What Mastery of Coding Agents Looks Like 11:16 - Second Order Effects of Coding Agents 15:51 - Why AutoResearch 22:45 - Relevant Skills in the AI Era 28:25 - Model Speciation 32:30 - Collaboration Surfaces for Humans and AI 37:28 - Analysis of Jobs Market Data 48:25 - Open vs. Closed Source Models 53:51 - Autonomous Robotics and Atoms 1:00:59 - MicroGPT and Agentic Education 1:05:40 - End Thoughts

SpaceX provably has revenues of less than $20bn and loses money after the merger with xAI, but is targeting a $1.75 TRILLION IPO. So FTAV explored how Musk might try to pull off what could be the biggest bagholder operation in history. ft.com/content/5bf1fe…

BREAKING: Elon Musk is planning an unprecedented move for retail investors in the SpaceX IPO: Elon Musk is considering allocating up to 30% of SpaceX’s IPO to retail investors, far above the typical 5% to 10%, per Reuters. Under this plan, @ElonMusk looks to "tap loyal fans" in the upcoming IPO which could exceed $1.75 trillion in valuation. The plan includes a hands-on approach to banks, assigning firms specific roles rather than broad competition. Bank of America is expected to lead US retail distribution, alongside firms like Morgan Stanley and UBS. The biggest IPO in history is prioritizing retail.

Most podcasts are BS because they are fluffy and lack substance. This is the densest, most insightful episode you will listen to this year. @gokulr breaks down the 8 defensible moats you need for your company to be successful in a world of AI. 1. Data (Proprietary and inaccessible) 2. Workflow (Deeply embedded operations) 3. Regulatory (Licenses and contracts) 4. Distribution (Exclusive proprietary channels) 5. Ecosystem (Third-party platform reliance) 6. Network (Marketplace liquidity density) 7. Physical (Infrastructure and atoms) 8. Scale (Low cost through volume) (Links below)

🚨 POLITICS: COINBASE REJECTS LATEST SENATE STABLECOIN YIELD COMPROMISE @coinbase has told Senate offices it cannot support the newest CLARITY Act language on stablecoin yields, throwing another wrench into the crypto industry's top legislative priority. The exchange voiced concerns during a Monday meeting over the latest compromise text drafted by Senators Tillis and Alsobrooks, which bans passive stablecoin yield while allowing activity-based rewards. The new "economic equivalence" standard is broader than prior drafts. The resistance is reportedly less severe than CEO Brian Armstrong's January opposition that single-handedly derailed the bill's markup. Talks are continuing, but without Coinbase's backing the legislation faces a difficult path. Senator Moreno has warned the bill stalls indefinitely if it doesn't pass by May.

由于《Clarity Act》（清晰法案）新草案禁止对被动稳定币余额给予奖励，Circle 昨晚跌了 20% 我的看法和迪总 @futurist2077 一样，这是「一次性负面」，一旦《清晰法案》整体通过，美国加密监管框架就彻底清晰，DeFi、交易所、RWA都迎来合规春天，打开稳定币天花板，用短期阵痛换长期确定性，非常值 而且法案里面禁止「躺平拿利息」，但没有说完全禁止其他形式，比如支付返现、交易返现，还是有非常大的空间 坐等今年稳定币的翻倍增长

🚨INTERVIEW SPECIAL!: Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN (0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts -------------------------------------- Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE - nyse.com