一根葱
416 posts
孙割的话多少得听一点吧 按照孙割的说法 在美联储新主席 沃什上任以后 大概率还会有暴击 娘嘞…… 60000的大饼总不能再给我腰斩一次吧
刚看了Cz在达沃斯论坛的讲话，我总结了一下 1. 加密已经不是“会不会消失”的问题，而是“下一步怎么规模化落地” 2. 区块链和加密技术已经跑了十五六年，如果它真是个泡沫，早就该结束了，但事实是它不但没消失，反而在全球范围内形成了完整产业 3. 币安大概有 3 亿用户，交易规模已经超过了上交所和纽交所。他想表达的不是炫耀体量，而是说明——加密市场已经跑出了全球级别的基础设施。 4.在商业模式上，到目前为止，真正被大规模验证成功的只有两种：交易所和稳定币。其他叙事可能有潜力，但还在早期 5.加密不是要对抗传统体系，而是想成为它的加速器 6.他认为，加密货币会成为 AI agent 的原生货币。当 AI 能自主执行任务、做交易、付钱时，它们更可能基于区块链完成结算，而不是传统银行体系。 整体听下来，CZ 这次并不是在喊牛市，而是在告诉大家：加密已经进入“基础设施 + 长期演进”的阶段了。
In 2026, I plan to be fully back to decentralized social. If we want a better society, we need better mass communication tools. We need mass communication tools that surface the best information and arguments and help people find points of agreement. We need mass communication tools that serve the user's long-term interest, not maximize short-term engagement. There is no simple trick that solves these problems. But there is one important place to start: more competition. Decentralization is the way to enable that: a shared data layer, with anyone being able to build their own client on top. In fact, since the start of the year I've been back to decentralized social already. Every post I've made this year, or read this year, I made or read with firefly.social, a multi-client that covers reading and posting to X, Lens, Farcaster and Bluesky (though bluesky has a 300 char limit, so they don't get to see my beautiful long rants). But crypto social projects has often gone the wrong way. Too often, we in crypto think that if you insert a speculative coin into something, that counts as "innovating", and moves the world forward. Mixing money and social is not inherently wrong: Substack shows that it's possible to create an economy that supports very high-quality content. But Substack is about _subscribing to creators_, not _creating price bubbles around them_. Over the past decade, we have seen many many attempts at incentivizing creators by creating price bubbles around them, and all fail by (i) rewarding not content quality, but pre-existing social capital, and (ii) the tokens all going to zero after one or two years anyway. Too many people make galaxy-brained arguments that creating new markets and new assets is automatically good because it "elicits information", when the rest of their product development actions clearly betray that they're not actually interested in maximizing people's ability to benefit from that information. That is not Hayekian info-utopia, that is corposlop. Hence, decentralized social should be run by people who deeply believe in the "social" part, and are motivated first and foremost by solving the problems of social. The Aave team has done a great job stewarding Lens up to this point. I'm excited about what will happen to Lens over the next year, because I think the new team coming in are people who actually are interested in the "social": even back when the decentralized social space barely existed, they were trying to figure out how to do encrypted tweets. I plan to post more there this year. I encourage everyone to spend more time in Lens, Farcaster and the broader decentralized social world this year. We need to move beyond everyone constantly tweeting inside a single global info warzone, and into a reopened frontier, where new and better forms of interaction become possible.
Who’s going to tell Solana manlets?
