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Crypto Maxi | Alpha Research | #E卫兵

web3
Joined July 2012
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我一直想说的: #ETH 基本面没有变化,按路线图在走,坚守去中心化的愿景 大家觉得它不行是因为有对比,特别是跟solana 本质是市场钱不够。 以太坊严重依赖链上活动,市场上钱不够的时候,它就是最大的受害者。 反过来想,市场有钱了,那钱要去哪?当然是钱生钱,买优质资产。 哪里有这些东西?以太坊
牛市是一场伟大的撤退 这轮最后一波:从昨晚特朗普带来储备资产预期开始,到政策正式落地结束。 希望 #ETH 基金会这波换血,看能不能带来点新叙事,赶上一波热乎的。
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叙事的产生有两种 第一种是光自己打嘴炮 吸引韭菜 第二种是默默不语只拉盘 自有大儒辩经 很明显 斯塔克属于第一种 并且它每拉一次盘就套一波人 生态用脚投票也很正常 如果你真是个信仰者 定投区间应该在 0.03 ~0.05(如不跌破)
Starknet might be getting even closer to shutting down after all. @extendedapp is moving completely from Starknet to @arc today, October 22. Starknet currently has about $159M in DeFi TVL, and Extended alone accounts for $117M. That's almost 74%. Starknet also recorded $295M in total DeFi trading volume over the past 24 hours. Extended accounted for $280M of that, roughly 95%. Extended also generated about $58K in trading fees, accounting for roughly 85% of all tracked application fees on Starknet. With Extended moving its settlement and trading activity to Arc, Starknet could lose almost 74% of its DeFi TVL, 95% of its trading volume, and a major source of application fees. That's a pretty significant development for anyone holding $STRK.
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信则有 不信则无
Should Starknet become an independent L1? It's time for the community to have its say. STRK stakers and delegaters can now participate in the first, non-binding governance vote on this potential transition 👇 governance.starknet.io/#/s:s…
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已经很久没撸毛了 其实 3,4 年前那会才有真的 Alpha 再往后就是全民嘴撸养牛养鸡养鸭鹅什么的 我都没有参与 我相信有很多人跟我一样远离了 对“建设”二字脱敏甚至觉得可笑 最近 1-2 年操作上就是 hold 住大饼以太和几个价值币然后装死 目标是年化跑赢大盘 相信时间+周期的力量 对了 不碰杠杆
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你要是能搞出来一个抗量子抗 AI 的 L1 那我也算你牛逼了 用一条公链的市值来对标 strk 是真的很便宜 但无奈我在 0.3 已经买了一大包至今已归零 现在我也不建议大家去冲 毕竟 15 号又有 1.5% 等着大家的退出流动性
Starknet becoming an L1 for post-quantum agility: good idea or bad idea? Two giant elements we need to pay attention to: (1) The quantum threat. It may be MUCH closer than we think. (2) AI. It's becoming more powerful than we can process. Is anyone willing to bet how much time we have until AI breaks something that we considered as safe? This calls for “bunker mode”. Chains need to become future-proofed. And fast. Here's what it takes to make a chain truly future-proofed: - The right cryptography - Crypto agility - Becoming an L1 This connects to what I talked about in my Token2049 talk today. Here’s the summary: 🧵
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应该是完成场外 OTC 回购 开始拉盘了 long $ENA
dbb9a9d565a0e3aec59e775c498afbf8a58dff33b860f977ebe73c59ff868cdc
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熊市不应该有利好 如果有 那就是为了再套一波人 long the future but short now
Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure. Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation. What we believe: • We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person. • We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum. • We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone. • We believe adoption matters. Principles do not change the world until people benefit from them. We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products. Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future. We have spent the better part of the past decade contributing to Ethereum core research and development. We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong. We are building a lean, talent-dense team for people who want to do the most important work of their careers: [email protected]
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有一天 AI 觉醒 把人类灭绝 又过了好多年 地球上已经好长时间没有人类存在 仅在 AI 的史书上有过记载 为了研究 AI 生命的起源 AI 们构建了一个新的人类世界 这里的人=AI agent 人的性格行为约束 = agent.MD + harness engineering 又过了好多年 有一天 chatgpt 横空出世
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等突破,还是等第三笔? $BTC
刻舟求剑 上一轮 2021/11/08 ~ 2022/11/07 顶点6万9 周线下跌三浪打完开始反转 这一轮 2025/10/06 见顶 本周RSI顺利收线的话 有抬头迹象 是一个好的信号 但从时间维度上看 反转概率不大 加上美伊局势不明 大概率以时间换空间 区间震荡为主 不排除打第三波的可能
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刻舟求剑 上一轮 2021/11/08 ~ 2022/11/07 顶点6万9 周线下跌三浪打完开始反转 这一轮 2025/10/06 见顶 本周RSI顺利收线的话 有抬头迹象 是一个好的信号 但从时间维度上看 反转概率不大 加上美伊局势不明 大概率以时间换空间 区间震荡为主 不排除打第三波的可能
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本来还想着说用AI写个脚本看看能不能帮忙监控下 重金用opus 4.6分析下网站 从SEO meta中可以窥探并不是简单的claim 还需要KYC等其他条件 放弃了
The bitcoin faucet is back. 04.06.26 btc.day/
Readers added context they thought people might want to know
"It turns out the entire faucet will be revealed to just be a promotion scheme to get you to buy a bitkey and use cash app." x.com/mork1e/status/…
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未來的 Claude 能让普通人直接用自然語言「指揮電腦做事」 例如:帮我整理邮件,帮我把发票归类,帮我处理excel 中的数据表格
Computer use is now in Claude Code. Claude can open your apps, click through your UI, and test what it built, right from the CLI. Now in research preview on Pro and Max plans.
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简单理解 Harness Engineering:AI 从“会聊天”到“能干活”后的新范式 从 ChatGPT 横空出世,大语言模型最初的角色是对话输出,到以 OpenClaw 为代表的智能体,AI 开始真正“寄生”在操作系统里:调用工具、读写文件、操作浏览器、执行完整任务。 至此,AI 完成了从辅助者到执行者的身份跃迁。
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从三次演进的规律,我们能看到一条清晰主线: 人类在减少干预,把更多自主权交给 AI,提升它的自运转能力。 那么,第四阶段会是什么? 我猜想,是AI 具备自我优化、自我约束、自我协作的能力。
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到时,人类只需要设定顶层目标和基本价值观底线,AI 就能自主拆解任务、分配子智能体、迭代改进、相互监督,最终交付结果。 “Agentic Era”会到来——不是单个 AI 更强,而是整个 AI 系统像一个高度自治的组织一样高效运转。
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浏览器自动化技术更上一层楼 直接通过claude code接管我的谷歌浏览器 自动打开推特并截了张图 现在这技术真的是太牛了 早几年撸毛的时候 用什么指纹浏览器 开同步器 现在回过头看 都成古法工具了
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之前做AI trading 的项目应该都走到尽头了
🚀首批 7 个 AI Agent 技能同时上线:研究、下单、风控一站式完成! 我们为每个 AI Agent 装上“币安级别的大脑” #AIBinance 🔸统一智核:钱包 + 中心化交易一套打通,洞察热点即时下单。 🔸一站式服务:叙事发酵 > 地址监控 > 合约体检 > 现货交易,全流程无需切工具。 🔸聪明钱 + 安全双引擎:兼顾信号与合约审计,速度与风控兼得。 🔸Builder 友好:技能开放、拖入即用,任何 Agent/框架都能几行配置接入。 了解更多关于币安Skill:binance.com/zh-CN/support/an…
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