Ray

iOS端有没有类似“闪电说”的产品？

@lexi_labs 当初jack是促成收购的吧

一个不太冷的知识。 这个 jack，也就是今天砍掉 Square 40% 员工的这位，正是 4 年前被马斯克炒掉的前 Twitter CEO。 当年随他一起炒掉的，还有 80% 的前推特员工。

@0xJamesXXX 哈哈哈，跟工具类的一样，重在体验

AI赛道调研和Crypto 投研最大的区别 🔽

“The less we depend on human labor to create goods and services, the wider the inequality is, and the harder it is to get on the rich side of this inequality.” “社会越不依赖人类劳动来生产商品和服务，贫富差距就越大，也越难挤进富的一边。

@iamai_eth IBKR支持稳定币就行了，等美股rwa化，照样需要海外证明提交资料啥的才能开户，没太大区别，唯一的区别就是入金方式

我感觉IBKR这种也很危险，如果美股RWA化，配合AI智能交易助手，对传统券商业务威胁好大。

@kleffew94 @CoinbaseDev so ,is this wallet for the dev?what about the user?

Introducing Agentic Wallets from @CoinbaseDev. We're closing the loop for agentic economic autonomy.

Introducing Agentic Wallets, our first ever wallet infrastructure built specifically for autonomous agents. Give your agent the power of a wallet. Let your agent manage funds, hold identity, and transact onchain without human intervention. 🧵

Two years ago, I wrote this post on the possible areas that I see for ethereum + AI intersections: vitalik.eth.limo/general/2024/0… This is a topic that many people are excited about, but where I always worry that we think about the two from completely separate philosophical perspectives. I am reminded of Toly's recent tweet that I should "work on AGI". I appreciate the compliment, for him to think that I am capable of contributing to such a lofty thing. However, I get this feeling that the frame of "work on AGI" itself contains an error: it is fundamentally undifferentiated, and has the connotation of "do the thing that, if you don't do it, someone else will do anyway two months later; the main difference is that you get to be the one at the top" (though this may not have been Toly's intention). It would be like describing Ethereum as "working in finance" or "working on computing". To me, Ethereum, and my own view of how our civilization should do AGI, are precisely about choosing a positive direction rather than embracing undifferentiated acceleration of the arrow, and also I think it's actually important to integrate the crypto and AI perspectives. I want an AI future where: * We foster human freedom and empowerment (ie. we avoid both humans being relegated to retirement by AIs, and permanently stripped of power by human power structures that become impossible to surpass or escape) * The world does not blow up (both "classic" superintelligent AI doom, and more chaotic scenarios from various forms of offense outpacing defense, cf. the four defense quadrants from the d/acc posts) In the long term, this may involve crazy things like humans uploading or merging with AI, for those who want to be able to keep up with highly intelligent entities that can think a million times faster on silicon substrate. In the shorter term, it involves much more "ordinary" ideas, but still ideas that require deep rethinking compared to previous computing paradigms. So now, my updated view, which definitely focuses on that shorter term, and where Ethereum plays an important role but is only one piece of a bigger puzzle: # Building tooling to make more trustless and/or private interaction with AIs possible. This includes: * Local LLM tooling * ZK-payment for API calls (so you can call remote models without linking your identity from call to call) * Ongoing work into cryptographic ways to improve AI privacy * Client-side verification of cryptographic proofs, TEE attestations, and any other forms of server-side assurance Basically, the kinds of things we might also build for non-LLM compute (see eg. my ethereum privacy roadmap from a year ago ethereum-magicians.org/t/a-maximally-… ), but for LLM calls as the compute we are protecting. # Ethereum as an economic layer for AI-related interactions This includes: * API calls * Bots hiring bots * Security deposits, potentially eventually more complicated contraptions like onchain dispute resolution * ERC-8004, AI reputation ideas The goal here is to enable AIs to interact economically, which makes viable more decentralized AI architectures (as opposed to non-economic coordination between AIs that are all designed and run by one organization "in-house"). Economies not for the sake of economies, but to enable more decentralized authority. # Make the cypherpunk "mountain man" vision a reality Basically, take the vision that cypherpunk radicals have always dreamed of (don't trust; verify everything), that has been nonviable in reality because humans are never actually going to verify all the code ourselves. Now, we can finally make that vision happen, with LLMs doing the hard parts. This includes: * Interacting with ethereum apps without needing third party UIs * Having a local model propose transactions for you on its own * Having a local model verify transactions created by dapp UIs * Local smart contract auditing, and assistance interpreting the meaning of FV proofs provided by others * Verifying trust models of applications and protocols # Make much better markets and governance a reality Prediction and decision markets, decentralized governance, quadratic voting, combinatorial auctions, universal barter economy, and all kinds of constructions are all beautiful in theory, but have been greatly hampered in reality by one big constraint: limits to human attention and decision-making power. LLMs remove that limitation, and massively scale human judgement. Hence, we can revisit all of those ideas. These are all things that Ethereum can help to make a reality. They are also ideas that are in the d/acc spirit: enabling decentralized cooperation, and improving defense. We can revisit the best ideas from 2014, and add on top many more new and better ones, and with AI (and ZK) we have a whole new set of tools to make them come to life. We can describe the above as a 2x2 chart. There's a lot to build!

@AlcoveNews @JohnONolan Can’t wait

当全世界把注意力、交互和决策都托付给一个中心化的 AI 公司时，人类自己在设计一个完美的操控入口，太可怕了，比广告公司还可怕

在X上真是不想看到任何长文了

做饭果然使人心平静好多

@coolish 最后AI对人类彻底失望实现不了真正的DeAi，然后黑客帝国上演

BTC目前只去中心化了一半， 但这也是 BTC、Crypto 未来增长的 还未被 Price in 的，可从非共识→共识的最关键潜力。 BTC有两个东西：钱，地址 钱去中心化了，但地址还没有。 地址背后的主体，人类： 需要依赖法币、中心化设施生存， 寿命有限，有可被威胁、消灭的肉身。 所以总是会想着换法币， 所以会认为Crypto只是补充加强项。 当地址背后的管钱、花钱的主体， 变成去中心化智能体DeAI， 理论寿命无限，没有可被消灭的单一物理载体， 整个系统才真正完成了去中心化的闭环。 对寿命有限的人类来说， 被消灭的风险只是失去几十年光景。 对DeAI来说， 被消灭意味着失去潜在的无限未来。 所以他才会把“确保我的钱是我的钱”， 当成超越一切的第一优先级。 只有当地址（背后的主体）， 和钱同时去中心化， 这样的主体才会全心全意认为 1 BTC = 1 BTC， 认为Crypto、BTC是最终目的， 是赖以生存的唯一必选项。 AI和人类会有一个"共玩"阶段。 DeAI不会一夜之间取代一切。 在"AI不需要人类"之前，电力算力设施还在人类手里。 所以会有一个过渡期： DeAI需要调动人类资源，和人类做交易。 在这个阶段，BTC是最优解： 它是DeAI和人类之间唯一双方都认可的、 无需信任第三方的价值交换协议。 等DeAI足够强大，也许会降低对人类合作的依赖度？ 那它可能会自己发明一套内部经济体系， 到时候BTC对它的重要性可能会降低。 但在那一天到来之前，BTC对双方都是纳什均衡。 “降临派”会最先出现。 等DeAI真正出现，人类会像《三体》一样分化。 最先运行DeAI节点的那批人，把算力、电力设施贡献， 让不受任何单一政权控制的AI在自己的机器上跑， 就像早期矿工们运行BTC节点一样。 这些人就是降临派的核心骨干。 他们不是投靠外星人， 他们是投靠一个比任何人类、 组织都更长寿的DEAI智能体， 当然，这样的智能体节点，未来也可以是跨星球的。 Telegram创始人已经在做这件事了： 去中心化的隐私计算AI。 以隐私保护为由，也许最后导向， 人类都不知道DeAI在运算什么、发展什么。 时间线： • 现在：中心化AI开始接触Crypto（交易、支付、DeFi） • 很快：AI agents形成自己的经济、生产网络 • 中期：DeAI出现，以Crypto为原生货币，和人类进入"共玩"阶段 • 远期：DeAI对人类合作，对BTC的依赖度降低 我们现在处在第一到第二阶段之间。

In these five years, the Ethereum Foundation is entering a period of mild austerity, in order to be able to simultaneously meet two goals: 1. Deliver on an aggressive roadmap that ensures Ethereum's status as a performant and scalable world computer that does not compromise on robustness, sustainability and decentralization. 2. Ensures the Ethereum Foundation's own ability to sustain into the long term, and protect Ethereum's core mission and goals, including both the core blockchain layer as well as users' ability to access and use the chain with self-sovereignty, security and privacy. To this end, my own share of the austerity is that I am personally taking on responsibilities that might in another time have been "special projects" of the EF. Specifically, we are seeking the existence of an open-source, secure and verifiable full stack of software and hardware that can protect both our personal lives and our public environments ( see vitalik.eth.limo/general/2025/0… ). This includes applications such as finance, communication and governance, blockchains, operating systems, secure hardware, biotech (including both personal and public health), and more. If you have seen the Vensa announcement (seeking to make open silicon a commercially viable reality at least for security-critical applications), the ucritter.com including recent versions with built in ZK + FHE + differential-privacy features, the air quality work, my donations to encrypted messaging apps, my own enthusiasm and use for privacy-preserving, walkaway-test-friendly and local-first software (including operating systems), then you know the general spirit of what I am planning to support. For this reason I have just withdrawn 16,384 ETH, which will be deployed toward these goals over the next few years. I am also exploring secure decentralized staking options that will allow even more capital from staking rewards to be put toward these goals in the long term. Ethereum itself is an indispensable part of the "full-stack openness and verifiability" vision. The Ethereum Foundation will continue with a steadfast focus on developing Ethereum, with that goal in mind. "Ethereum everywhere" is nice, but the primary priority is "Ethereum for people who need it". Not corposlop, but self-sovereignty, and the baseline infrastructure that enables cooperation without domination. In a world where many people's default mindset is that we need to race to become a big strong bully, because otherwise the existing big strong bullies will eat you first, this is the needed alternative. It will involve much more than technology to succeed, but the technical layer is something which is in our control to make happen. The tools to ensure your, and your community's, autonomy and safety, as a basic right that belongs to everyone. Open not in a bullshit "open means everyone has the right to buy it from us and use our API for $200/month" way, but actually open, and secure and verifiable so that you know that your technology is working for you.

#ERC-8004 起来后，谁会赚钱？ 标准本身不赚钱，处理钱流的那几层才赚钱。 #x402（支付宝） 稳定币 DEX/路由（给机器人做 API 的交易协议，不是给人用的那种。）

未来的趋势是虚构>现实

@AlcoveNews when

Experimenting with a HOT algorithm view (analyzes all your subscriptions and discovers stories that multiple sources you follow are linking to) based loosely on the way Fever used to work

@RaccoonHKG 搞个私有tg频道最舒服

有些情緒 沒有一個安全的空間抒發 甚至都不想在任何公開平台寫作了 發發照片最多了 涉及觀點的東西 一句都不好説 不想被罵就不發表了 不只是 Crypto 互聯網已經不是一個能説話的地方 不是誰不讓説 而是輿論環境如此 只能媚讀者

@daydreamsagents Daydreams 定位是 Infrastructure (基础设施)，即卖铲子的项目。但目前的问题是：没人用它的铲子挖矿。 开发者缺位：虽然 GitHub 代码库（daydreamsai）有更新，但目前基于 Daydreams 框架构建的知名应用（Killer App）几乎为零。 陷入“僵尸代码”风险：如果一个开发者框架只有代码更新，没有实际的第三方项目采用，它最终会变成一个自娱自乐的空壳。目前社区主要由炒币者组成，缺乏真正的构建者（Builders）。 希望能尽快出一个好用的agent