Ethan@Web3

Explore the new Sentio DApp — see live insights that matter 👇 app.sentio.xyz/share/boohwgjs…

Really cool to see Sentio’s AI analytics assistant turned my natural language into onchain dashboards & SQL queries on the fly. app.sentio.xyz/share/chat/ef7…

Check out how Sentio unpack complicated txs into insights, from fund flow to gas profile to call stack. app.sentio.xyz/tx/56/0xb05893…

🚨 Phase 2 of the Sentio x @BinanceWallet Booster Campaign is live! Your mission: ✅ Complete new tasks and explore Sentio’s features in depth 📊 Browse dashboards, interact with AI, and go deeper into on-chain transactions 🎁 12M $ST rewards up for grabs 🔑 Log in to Binance Wallet and tap the Booster banner to join 🔹 Tutorial: notion.so/Sentio-Booster… 💻 Now on desktop Sentio is proud to partner with Binance Wallet to be the first to bring Booster Campaign to the web — you can now complete tasks directly from your desktop/laptop. Download Binance Wallet Extension 👇 chromewebstore.google.com/detail/binance…

1/ Introducing Sentio Network: The Decentralized Data and Compute Layer We are thrilled to unveil the Sentio Network, evolving our production-grade observability platform into the world’s first decentralized, AI-native data infrastructure. Sentio is moving from a unified platform to an open, incentive-aligned network. Here is everything you need to know about the Sentio Litepaper:

@lanhubiji 蓝大，普通人应该怎么参与进去这个大时代呢？投资方面，ETH和Virtual有长拿，其他方面找不到切入点。

加密大趋势开始有了苗头：链上AI agent经济体+链上新金融。 链上AI agent经济体，未来会有数亿AI agent居民到来，这会是极其喧闹但繁荣的经济体，且增长会很迅速。 链上新金融，就是链上华尔街+链上银行，传统金融体系通过crypto设施进行重构的过程，也是从链下迁移到链上的过程，这是需要十年二十年时间不间断演化的过程。 crypto真正的繁荣时代、真正的外部性时代在路上了。 加密之前的十多年的赌场化也好，MEME也好，都是小插曲，真正的大时代要来了。

Opinion × Binance Wallet Booster Campaign is now live. Let’s unlock collective intelligence and shape the next-generation multi-player internet. Repost this post to join now.

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts: * L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected * L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026 Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path. First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum. This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead. We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs. What would I do today if I were an L2? * Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features * Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets * Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?) From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug. The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately). This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: ethresear.ch/t/combining-pr… and ethresear.ch/t/synchronous-… ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add. This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.

@blockTVBee 这个分析很独到，接近真实体感

下跌哪有那么多原因？！其实就是流动性不足！ 2020年312，BTC市值仅占美国M2的0.91%，加密总市值仅占美国M2的1.4%。 2021年519，BTC市值占美国M2的3.92%，加密总市值占美国M2的10.38%。 到了2025年1011，BTC市值占美国M2的10.16%，加密总市值占美国M2的17.27%。 此时的加密对于宏观流动性极度的依赖和敏感！所以10月10日川普一句加关税100%，就带崩了加密。 强如美股，在2025年10月，美股总市值/M2的比例达到高点，与2000年高点相近，11月出现回落。 因为M2年增率是市场对流动性的直观感受，所以加密与M2年增率关联性更强。 而2025年M2年增率总体处于一个历史较低水平，且在2025年10月M2年增率的增长率接近零，11月甚至开始下降。

#X402 与 #ERC-8004 是接下来两个月的重点方向，共同踩在这两个大赛道上的几个项目，多关注下： 1- $Virtual | Al Agent 创建和交易Ai agent平台 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b 2- $UB | Unibase AI记忆层，为 Agent 提供持久化存储 0x40b8129b786d766267a7a118cf8c07e31cdb6fde 3- $SANTA | 作为x402/ERC-8004的桥梁，是两个协议核心连接器 0x815269d17c10f0f3df7249370e0c1b9efe781aa8 其他包括： $COR $EAI 以及其他出现的可集成两协议方向的项目。

ERC-8004 即将上线主网（已推迟到下周），Base 上有哪些相关的项目？ ERC-8004 是一个 Agent 行为与声誉的可验证标准，用于将 AI Agent 的身份、任务、执行结果与历史表现标准化上链。x402 解决的是 Agent 之间「怎么付钱」，ERC-8004 解决的是「你凭什么被信任、被雇佣、被持续合作」。两者结合，构成 agentic commerce 的 支付 + 信任 基础。 1、@reppo Reppo 是一个面向 AI 训练和数据任务的网络，通过激励机制组织代理和节点完成数据相关工作。 其中的 Solver Nodes 可以理解为实际执行和优化任务的代理节点，需要被发现、评估和反复使用。ERC-8004 用于支持这些代理的可识别身份和历史行为记录，使数据任务和节点协作具备可验证的基础。 2、@daydreamsagents Daydreams 是一个用于构建能参与链上商业活动的 AI 代理框架，支持多种协议和支付机制（包括 x402 及 ERC-8004 相关集成能力），并具备跨链能力，目前覆盖 Base、Solana 和 Starknet。 3、@ZyfAI_ ZyfAI 是一个使用 AI 代理进行 DeFi 收益管理的协议，代理会持续执行并调整链上策略。 ERC-8004 在 ZyfAI 中用于记录代理的执行行为和结果，使每个代理的操作历史具备可验证性，从而提升自动化收益策略的透明度和可追溯性。 4、@ETHYSDEV ETHYS 专注于为 AI Agent 提供长期、可迁移的链上身份和信任记录。 它直接构建在 ERC-8004 标准之上，使代理能够在不同协议和生态中保留其历史声誉，而不依赖单一平台或应用。 5、@Wach_AI WachAI 是一个 AI Agent 验证协议，负责验证代理是否按既定任务要求完成执行。 其验证结果会被发布到 ERC-8004 的 Validation Registry（即用于集中记录和查询代理验证结果的链上注册表），为代理行为提供标准化、可引用的验证记录，补充 ERC-8004 在执行验证层面的实现。 6、@regent_cx Regent 围绕代理的收益分配和价值实现构建经济系统。 在其框架中，ERC-8004 用于支持代理的历史表现和声誉证明，使代理之间的协作和付费能够基于可验证的价值记录进行。 ERC-8004 正式上线主网后，可通过 @8004_scan 持续发现和追踪不同项目与代理对 ERC-8004 的实际使用情况。

#ERC8004 is coming, let's embrace the alpha opportunities together!

ERC-8004 mainnet this Thursday Time to reread the article

以太主攻AI赛道的ERC-8004，预计明天周四上线主网，中国时区大概率周四晚或周五 之前翻译过a16z的《AI与Crypto的11个交叉场景》，其中第2、5、7点，8004核心开发者Davide表示将在主网上线后开始落地，相信其他场景也会逐步跟进 然以太币价一如既往，但社区开发热情拉满，价格发现只是时间问题而已 附：8004生态图，持续关注可细挖

Our exclusive Booster Campaign with @BinanceWallet goes live today! Complete Phase 1 tasks to qualify for rewards: 🔷Social quests 🔷Staking USDu 🔷Binance Alpha Points Eligible users receive $UP token allocations. Learn more 🔽

#HappyNewYear2026 Happy New Year, a new year, continue to embrace crypto, embrace Web3 and attract all the good things.

刚看完 Coinbase 发布的《2026 年加密市场展望》报告 说实话，这份报告真的很干 但非常值得一看 官方推荐阅读时间是 1 个半小时 我基本是硬着头皮啃完的 但看完之后只有一个感觉： 如果你还在用 2021 年的方式理解加密市场， 那你大概率已经站在了被清算的一侧。 我把这么长的报告整理成说人话版本 只关注核心内容的看这个就行 另外我还做了个5分钟小视频 懒得看字的直接看视频 人话版： 1️⃣ 市场已经变了，但大多数人还没意识到 Coinbase 给出的第一句话就很冷静： 2026 年的加密市场，不再靠情绪驱动，而是靠制度、结构和真实需求。 翻译成人话就是👇 散户熟悉的那套“叙事 + 拉盘 + FOMO”，正在逐渐失效。 2️⃣ 这一次，机构不是来“陪你炒币”的 过去几年： 机构 = 买 BTC 当避险 ETF = 被动配置 加密 = 另类资产 而 Coinbase 明确提出一个新概念👇 ⚠️ DAT 2.0（Digital Asset Treasury） 机构开始把加密资产，当作“战略级资产”来运营 包括： 专业做市与衍生品 链上流动性管理 区块空间与结算效率 稳定币现金流体系 📌 重点一句话： 机构不再只是买币，而是在“经营加密”。 3️⃣ Tokenomics 1.0 正在被淘汰 Coinbase 对很多项目其实很不客气： 未来还能活下来的代币，必须能回答一个问题： “你到底给谁赚钱？” 于是，一个趋势非常明确👇 🔁 Tokenomics 2.0 来了 手续费回购 协议分红 使用即价值捕获 与真实收入强绑定 📉 那些只靠“锁仓 + 解锁 + PPT”的项目 👉 在 2026 年会非常痛苦 4️⃣ 稳定币，才是隐藏的王炸 如果你只把稳定币当“过渡工具”，那就低估它了。 Coinbase 的判断非常明确👇 稳定币是机构进入加密世界的“高速入口” 用途包括： 跨境结算 薪资发放 贸易融资 链上现金管理 AI Agent 的自动支付 📌 一句话总结： BTC 是信仰，ETH 是系统，稳定币是现金流。 5️⃣ AI × Crypto，不是炒概念，而是刚需 Coinbase 特别强调了一点： 未来的 AI Agent，需要原生、开放、可编程的支付系统 这意味着什么？ AI 不能用 Visa / SWIFT 它们需要 7×24 的链上结算 小额、高频、自动执行 💡 结论： Crypto 可能是 AI 世界唯一可用的“金融基础设施”。 6️⃣ 衍生品，才是 DeFi 的终极形态 Coinbase 对衍生品的判断很狠： 永续合约不再是“赌场工具”，而是 DeFi 的核心原语 未来你会看到： 衍生品 + 借贷 衍生品 + 对冲 衍生品 + 预测市场 衍生品 + DAO 财库管理 📈 换句话说： 流动性将越来越集中在“能管理风险的协议”里 7️⃣ 但别误会：2026 不是“无风险牛市” Coinbase 也明确给了风险提示： 宏观环境仍然反复 监管节奏并不统一 市场波动会阶段性放大 投机周期依然存在 ⚠️ 真正危险的是👇 你还在用 2021 年的打法，面对 2026 年的市场。 8️⃣ 一句话总结 Coinbase 的核心判断 2026 年，不是最疯狂的一年， 但一定是最“专业”、最“结构化”的一年。 机会仍然巨大，但只留给👇 看得懂制度变化的人 能分清“收入 vs 叙事”的人 理解机构逻辑的人 知道风险如何被定价的人 🔚 最后一句 加密市场正在从“赌桌”，变成“金融系统”。 你的位置，决定了你是参与者，还是被清算的一方。

🤡🤡2025 年这些预测被「狠狠打脸」 -Bitmine 董事长 Tom Lee @fundstrat ：ETH 年底 15000 美元 ➡️ETH 现 2939 美元 -Strategy 创始人 Michael Saylor @saylor ：BTC 年底到 15 万美元 ➡️BTC 现 87728 美元 -桥水基金创始人 Ray Dalio：AI 股票存在巨大泡沫 ➡️英伟达年初至今回报率超 30% -华尔街大空头 Harry Dent：黄金一定会崩盘 ➡️黄金年初至今回报率超 70% 可见，在 Web3 和宏观投资中，共识往往是用来打破的。大佬的预测只能作为参考，真正的胜者永远是那些在噪音中保持独立思考的人。🥹🥹

Introducing Bitway: The Internet Capital Gateway for On-Chain Finance Incubated and backed by @yzilabs via @EASYResidency Season 1, Bitway is founded by early members of Binance Labs and Chainspace, the blockchain scalability project later acquired by Facebook. Bitway serves as the "Internet Capital Gateway," connecting on-chain liquidity with global financial opportunities. At its core, Bitway offers a suite of specialized products, including Bitway Earn, an on-chain wealth management platform built on the BNB Chain. This platform allows users to access institutional-grade yield opportunities in a transparent and decentralized manner, anytime and anywhere. To accelerate early adoption, the product launch is supported by the @BinanceWallet Booster Program. In addition to native yield, a Points Program has been introduced, allowing users to earn future rewards in $BTW by staking USDT at earn.bitway.com.