Yueyin

The blockchain is a recording format that captures an ephemeral moment in a permanent, publicly available, interactive and interoperative way aligned with a more democratized permissionless and transparent future. -- As an early adopter of @ethereum, I had felt that there was something really special in there somewhere. But I couldn't quite put my finger on it. Somewhere inside of this technology was something magical waiting to be chiseled out of a block of stone. Then @matthall2000 and @pents90 launched @cryptopunks and it all clicked for me. The ability to prove authenticity and ownership over something digital. Fuse was lit. Was inspired to build @artblocks_io. Boom. In the early days of the Punks discord I would often express a gut feeling that these little 24x24 pixel characters would end up in major museums. While I fully recognized at the time how foolish and delusional those statements were, deep down inside, deep in my bones, I truly felt it would happen. Over the years that conviction grew as I watched a community grow around them in ways that only this technology could facilitate. It was a mixture of technological curiosity, speculation, social signaling, art appreciation, self discovery, and a desire to break out of the confines of what we had always been told art *should* be, and what could be considered art in the first place. All built and expressed in public, among a group of what started as anonymous internet friends and acquaintances that eventually evolved into true human relationships. We have collectively gone through a lot over the last almost decade. Some massive ups and equally massive downs. Both in crypto/blockchain/web3 and in our everyday lives. We've "grown up", together, watching each other navigate all of this through real life things like people getting married, divorced, children being born, and friends passing. We've bought homes, we've lost homes. We've cheered on the successes of our peers and supported each other through the scams. We've all made mistakes, but we've learned from those mistakes as well. It's all very real. All of it. It seems insane to even need to type that. But sometimes it feels like we're living a weird ethereal fantasy because often times our world, our jargon, our dialogue and our knowledge is just so far removed from everyday society that it all feels surreal. What started as just a bunch of internet nerds is, in fact, a massive community of real humans, with real lives, with a shared passion that brings us all together. AND IT IS INTERESTING. Not just to us but to society as a whole. But with all of the conviction that I and many of us have in what we do, the true dopamine hits come not from "number go up" (although admittedly hard to deny the impact) but from validation. Validation that there is something intrinsically valuable and interesting in what we're doing beyond the greed, speculation, and drama. For me that validation comes in many ways. And most of that validation comes from within this community. Innovation, creativity, shared sense of purpose, builders artists and collectors having active and meaningful dialogue. The fact so many of us are still here after all that's gone down over the years is a true testament that we are doing something net positive and interesting. But as we evolve beyond this weird little fantasy and echo chamber and acknowledge the reality and humanity of it all, and the outside world starts to understand and appreciate what we're doing beyond this all being just "crypto", it is quite meaningful for me personally to also get validation from outside of our community. My focus has almost exclusively been on the artistic side of crypto. There are many tools in the Ethereum tool chest but the ones I focus on are the ones that support the durability, distribution, authenticity, and interoperability of artistic expression. And therefore the external validation that makes me and many of us think we may be just a *little* less crazy comes from the cultural institutions. It's the @ZkmKunst, @ToledoMuseum and the @museumartlight, the @theMoodyArts and @LACMA and @BuffaloAKG, @whitneymuseum and @MuseumModernArt plus countless others that have taken the time to see past the noise and the mania and understand that there's something interesting and special happening within our space. While we have our own institutions evolving and maturing alongside us expanding outwards, others are looking in. *note in a previous version of this post I attempted to tag a bunch of people but inevitably couldn’t tag everyone and I didn’t want anyone to feel left out so I scrapped it* And at the end of the day we will all meet somewhere in between. Some form of homeostasis will be reached. Hopefully leaning heavier on our ideals of transparency, democratization, permissionlessness, and access. Blockchain does not solve supply and demand. It doesn't solve power laws. In fact it exacerbates these things. But it does solve for many many things that will continue to make our world a better place. The good far outweighs the bad. Sometimes it's harder to appreciate that than others, but it does. Anyways, all in due time. But it is happening. It's undeniable. The blockchain is to the digital/generative medium what film was to the lens. And as such its impact on everyday life and society will be significant. It might be slower than our collective hopes and expectations, but it's happening. Zoom out. It's all there. And if you're still reading this, it's all there in large part because of you.

@0x0funky 从这分享我联想到个idea: 一个程序，只要你把自己交易所账号API给它 它可以模拟交易所买卖界面 从第1天开始，每秒播放1天的交易、仓位变化 到最后一天，也可暂停/加速播放 比如365天交易过程，在5分钟播完 像一台时光机，以第一人称炒币视角 还原展示自己过去365天交易过程 是种神奇又实用的复盘工具?

1️⃣ 做稳定币支付的难点在哪？ 其实是场景。 需求是基于场景的，就像在沙漠中卖水，水才能卖出黄金的价格。 回顾Web2世界的电子支付，比如支付宝，其出现主要依赖电商场景的发展，解决了线上交易的最后一步。 随着稳定币的渗透，稳定币支付也随之出现和爆发。 此时，更应该回到最本初的问题：稳定币支付的场景到底在哪？ 整体可以分为三类： B2B：机构之间的清结算，企业级支付 C2C：个人之间的支付，点对点转账 C2B：个人向商家的支付，购买场景 无论是以上哪一类，都需要具体的业务场景，支付一定是基于实际的交易。 做B2B支付，要看你的技术服务稳定性、客户网络。 做C2C支付，要看你的平台搭建能力、用户体验。 做C2B支付，要看你的获客能力、转化能力。 有场景，有交易，才会有支付，并借助稳定币来优化支付路径。 2️⃣ 目前稳定币支付主要是在以上三类场景展开，但是还有一个有着空间巨大的潜在市场：AI 支付。 大趋势是什么？ 未来是智能时代，一切都会和AI结合。 AI Agent（人工智能代理）会成为我们每个个体甚至企业的必备工具。 未来几乎一切C端消费和B端结算都可以由AI Agent自动执行。 那么基于这个终态进行推演，AI Agent目前还缺少的一个能力是什么？ 其实就是支付。 要知道，我们传统世界的支付一定是需要实名KYC，必须有一个“身份”才能去银行开户，然后支付。 AI Agent是一个虚拟的存在，怎么可能会开户和支付呢？ 这个时候，稳定币支付的出现恰好弥补了这个空缺。 区块链是去中心化的，基于区块链的稳定币支付可以实现AI Agent直接在链上创建地址，等同于“银行开户”。 AI Agent还可以在链上自由转账，实现价值流动。 这个时候，我们就发现，AI Agent不但有了链上身份，还有了链上账户，真正掌控了“财产权”。 AI Agent支付赛道大有可为。 3️⃣ AI Agent支付赛道的龙头是谁？ 毫无疑问，是Kite AI。@GoKiteAI Kite AI是第一个面向 Agentic Internet （智能体网络）的、用稳定币实现 AI 支付的公链。 Kite AI 为 AI Agent 提供了统一的身份验证、稳定币支付和策略执行路径。 整体的运作逻辑是： AI Agent每调一次模型、读一次数据、用一秒带宽，都会在链下状态通道里按用量实时计费； 达成预设的服务等级（SLA）就自动结算，没达成就自动退款或少付。 钱用稳定币走，合约把收入即时分账给数据方、模型方、基础设施方。 整体流程已经跑通了。 更关键的是，Kite AI有另外的一个身份：PayPal太子。 PayPal进入Crypto世界还是挺久的，之前已经发了稳定币PYUSD，现在更向前一步，直接要做稳定币支付基础设施。 做稳定币支付基础设施倒也不稀奇，但是Kite AI这个基础设施是面向AI Agent的，这个场景是非常靠前的。 所以，我们可以看到，Kite AI不但有叙事（AI+区块链+支付）、有场景（面向AI Agent），还有生态位（PayPal太子）。 这样的项目绝对要长期关注起来！

@framonauts Targeting Monday, March 31 for Falcon 9 to launch Dragon and the @Framonauts’ Fram2 mission to orbit → spacex.com/launches/missi…