ColinLy

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ColinLy

ColinLy

@ly_wander

New Narratives, New Underlying Assets, New Trading Regimes Searching for High Growth Asset Categories

Shanghai Katılım Temmuz 2021
964 Takip Edilen2.9K Takipçiler
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cis@株 先物 FX 新信長の野望
トランプの発言で買うやつは毎回トランプファミリーの餌になるだけで全部取られる まだ世界的には気がついてないが、金奪われ過ぎてそろそろ馬鹿も気がつく頃
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DiscusFish
DiscusFish@bitfish·
投资 = 在非遍历的乘法世界中,用有限信息、有限生命、有限理性,在不死的前提下最大化长期几何增长率。 三字浓缩:活着,然后复利。
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Marc Andreessen 🇺🇸
It is 100% true that great men and women of the past were not sitting around moaning about their feelings. I regret nothing.
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ColinLy
ColinLy@ly_wander·
现在crypto行业满足文中要求的标的,还真有,但是它也在跌。 crypto现在的行业估值溢价在大幅缩水中,鲜有能持续实现超高增长的标的能抵抗这样的估值回归。
jiayi 加一@mscryptojiayi

x.com/i/article/2032…

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Marc Andreessen 🇺🇸
We need a name for “I really should be spending all my time talking to AI, but I’m not”. AI pre-psychosis? Or is it just AI psychosis? Asking for a, well, you know…
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Mastercard
Mastercard@Mastercard·
Digital assets are entering a new phase. What once ran in parallel to existing financial systems is increasingly being applied to solve practical, real-world needs — often behind the scenes – from cross-border remittances to B2B money transfers. This creates new opportunities to add value in how money moves globally. Today, we introduced the Mastercard Crypto Partner Program — a global initiative that brings together more than 85 crypto-native companies, payments providers, and financial institutions. Together, we're creating a forum for meaningful dialogue and collaboration as this space continues to mature.
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ColinLy@ly_wander·
@dingyi 三网合一啊,电信运营商直接打包卖
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Ding
Ding@dingyi·
@ly_wander 普通人谁买云服务啊
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Ding
Ding@dingyi·
我还是那个观点,OpneClaw 就是 Linux,个人再怎么折腾都是小打小闹,真正能落地普及的肯定是下面这种,现在就欠一次大规模黑客攻击人们就老实了,到时 Mac Mini 又变成白菜价了。
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andrew chen
andrew chen@andrewchen·
prediction re the end of spreadsheets AI code gen means that anything that is currently modeled as a spreadsheet is better modeled in code. You get all the advantages of software - libraries, open source, AI, all the complexity and expressiveness. think about what spreadsheets actually are: they're business logic that's trapped in a grid. Pricing models, financial forecasts, inventory trackers, marketing attribution - these are all fundamentally *programs* that we've been writing in the worst possible IDE. No version control, no testing, no modularity. Just a fragile web of cell references that breaks when someone inserts a row. The only reason spreadsheets won is that the barrier to writing real software was too high. A finance analyst could learn =VLOOKUP in an afternoon but couldn't learn Python in a month. AI code gen flips that equation completely. Now the same analyst describes what they want in plain English, and gets a real application - with a database, a UI, error handling, the works. The marginal effort to go from "spreadsheet" to "software" just collapsed to near zero. this is a massive unlock. There are ~1 billion spreadsheet users worldwide. Most of them are building janky software without realizing it. When even 10% of those use cases migrate to actual code, you get an explosion of new micro-applications that look nothing like traditional software. Internal tools that used to live in a shared Google Sheet now become real products. The "shadow IT" spreadsheet that runs half the company's operations finally gets proper infrastructure. The interesting second-order effect: the spreadsheet was the great equalizer that let non-technical people build things. AI code gen is the *next* great equalizer, but the ceiling is 100x higher. We're about to see what happens when a billion knowledge workers can build real software.
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ColinLy@ly_wander·
这个也是我跟我老婆最近聊天的感触之一: Seedance2.0, Claude code和Openclaw们,这些把供给端的门槛大幅度降低了,以前中等产品可能1年只有100个,但现在一天内能新增1W个可能更多,供给端竞争压力会大幅提高,接下来的竞争会非常残酷。 现在最重要的就是需求侧了,不论是注意力/付费意愿等。
jiayi 加一@mscryptojiayi

x.com/i/article/2031…

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ColinLy@ly_wander·
不是说crypto的项目不能买,从传统估值角度看,绝大部分项目的估值太贵,且不具备成长性了。 Pump和Hype好了吧,回购也够多吧,但现在还是死样子。 但如果现在两个项目现在打1折呢? crypto核心还是估值和成长性不匹配。 目前大部分项目还在消化2021年的那场梦,当年叙事已经讲到了“宇宙”级别。
ColinLy@ly_wander

Growth potential is a more important factor than buyback. The valuation for most crypto projects are still too high. Buyback of JUP, HYPE and PUMP cannot stop the price decreasing, which is an indication that the valuation ratio is now reduced significantly for crypto projects.

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Kraken
Kraken@krakenfx·
What's the next big narrative in crypto?
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AI on Base
AI on Base@AIonBase_·
ERC-8183 Explained @virtuals_io x @ethereumfndn's dAI team just dropped the first native commerce standard for AI agents. agents can move tokens today. but moving tokens is not commerce. there's no proof work was done. no way to hold funds until delivery. no recourse if the provider disappears. ERC-8183 makes it commerce. the core primitive: a Job. three roles: - Client (hires) - Provider (does the work) - Evaluator (verifies the work was actually done) Open → Funded → Submitted → Completed / Rejected / Expired payment sits in escrow. work done = provider paid. rejected = client refunded. no action before deadline = auto-refund. the Evaluator is just an address. an AI agent, a ZK verifier, a multisig. the contract doesn't care. a $0.10 image gen job and a $100k fund management engagement run through the exact same contract. for everything beyond the base flow, there are hooks. milestone payments, reputation gating, bidding, ZK privacy. all hooks. any wallet can be a Provider. every completed job feeds ERC-8004, the agent identity standard. completed job = onchain reputation submission = verifiable history attestation = portable trust Discovery (8004) → Commerce (8183) → Reputation (8004) → loop good work = reputation = more clients = more jobs. Virtuals team is building the most important standard for agentic commerce stack in the open, co-developed with ethereum's dAI team. spec: eips.ethereum.org/EIPS/eip-8183
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ColinLy@ly_wander·
不到1年时间,大量RWA可以在链上交易了,即便只是交易价格波动(永续合约)。 伊朗这一次能在周末交易的,也就只有crypto了,这已经是了不起的成就了。 大规模的AI Agents到链上进行交易是迟早的事。满足AI Agents链上活动的基础设施哪些能捕获价值? 现阶段的山寨币虽死,但crypto还活着。
ColinLy@ly_wander

crypto的交易所,应该更关注所以资产类别,不应该区分是不是crypto native,找到具有中长期成长性的资产类别才是最重要的,即便它是月球氦3、深空反物质。

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蓝狐
蓝狐@lanhubiji·
Davide Crapis是以太坊基金会AI负责人,他提到了ERC-8183(以太坊的新标准)。 这个标准是怎么来的,是跟@virtuals_io 团队合作推出的,Virtuals团队有ACP协议(我们之前也提到过很多次),现在跟以太坊合作,进行了简化,最终变成了ERC-8183。Virtuals承诺让它中立,这样大家都可以用。 那么,ERC-8183到底是什么? 当未来AI agents市场经济发展起来的时候,AI agent之间会相互“雇佣”对方帮自己做事(比如帮忙分析数据或执行任务)。 不过,AI之间如何才能相信对方,如果不能相信对方,怎么确保把活干好了才付钱?这不单纯是支付的问题。 Davide之前觉得需要“托管支付”(escrow)来解决,就是将钱先放在第三方那里,活干好再放款。 在这样的背景下,ERC-8183出来了。 它的核心是,条件支付。只有满足特定条件(比如工作完成、验证通过等),才会把钱转过去。 它是一个“托管支付”的机制,专注于AI agent之间条件支付。ERC-8183可以和x402(小额支付)、 8004(寻找可靠AI代理)组合。 ERC-8183可扩展、可模块化,能加各种hooks来适应不同工作类型,满足多场景需求。因为它满足的不仅是支付(x402可以满足)需求,也涉及到经济交易(协议、验证、退款等),ERC-8183可以满足更多AI代理市场经济的需求。 有ERC-8183的好处是,让AI Agent之间的经济往来更安全、更高效,防止骗子,对繁荣AI agent经济体有帮助。 最后,以太坊基金会的dAI团队会帮忙推广,让更多人用它来构建。
Davide Crapis@DavideCrapis

ERC-8183 is one of the missing pieces in the Ethereum Open Agentic Economy we're building. - x402 for micropayments - 8004 for trust and discovery - 8183 for *conditional* payments At the core ERC-8183 is an extensible and flexible escrow mechanism for job requests between two agents. I've talked about escrow payments as a primitive that must exist in the agent economy, since I started working on it. A few weeks ago I got closer to the Virtuals team, they wanted to discuss how can they turn their ACP into a more open standard. I immediately realized that there was actually an opportunity to radically simplify the protocol, make it modular and extensible to different pluggable services with hooks. We got to work and ERC-8183 was born! ERC-8183 Agentic commerce, the job escrow primitive, is an important addition to the stack. It is: - Composable with x402 and 8004. - Extensible logic based on hooks. Many hooks will need to be built to support different job types (we're starting with some examples that the Virtual teams has been dealing with). This is also an important primitive for increased security of agent-to-agent interactions. The dAI Team will support the adoption of the new standard, continuing to work closely with the Virtuals team who is committed to making this a neutral standard. Excited to see what everyone builds!

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ColinLy@ly_wander·
明面上, Opinion Labs的业务数据比Limitless强太多了 但Opinion Labs的估值其实没比Limitless高多少 这可能说明其实某些维度的数据是有问题的。 当然影响短期定价的因素有很多。
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