Moon

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Oct 2025

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Claude Code：AI吞噬软件开发的转折点

SemiAnalysis认为Claude Code标志AI Agent时代开启，已占据GitHub 4%提交，Anthropic营收增速超OpenAI。它颠覆软件开发与信息工作，威胁SaaS与微软模式，预示知识经济重构。

0.01 USDC 3 purchases

巨大的泡沫和巨大的财富差距带来的巨大危险

了解财富和金钱之间的区别以及它们之间的关系非常重要，最重要的是：1）当金融财富相对于金钱数量变得非常大时，泡沫是如何产生的；2）当需要金钱导致出售财富以获取金钱时，泡沫是如何破裂的。

0.005 USDC 2 purchases

Hotwire Native 深度解析：推送通知

原生推送通知比较复杂，因为需要正确处理很多环节。以下是我在 Hotwire 原生应用中实现原生推送通知的详细步骤。

0.001 USDC 0 purchases

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Moon

· 11h

今天，我们正式推出 @CoinbaseDev #CLI 和 MCP 服务器。

这些工具使 AI 代理能够即时访问 Coinbase 的支付、交易、钱包、链上数据等 API。

像 #Claude 和 #Codex 这样的编程代理现在可以轻松集成加密货币领域最值得信赖的 API。

https://x.com/yugacohler/status/2041941012965110142

Moon

· 13h

Circle的创立源于一个简单的理念：资金的流动应当像互联网上的信息一样自由。

正如 @jerallaire 所言，其目标是构建“互联网上的美元协议”，让价值能够以互联网的速度在开放网络上流动。

对于银行而言，这一愿景正演变为一个战略性问题：

→ 稳定币正成为基础设施

→ 人工智能正在加速这一转变

→ 支付、外汇和结算正朝着全天候运行的系统迈进

https://x.com/circle/status/2041954234900607140?s=20

中文 English

0:00 我们不仅仅是稳定币公司，USDC公司。

0:04 Circle正在构建一个广泛的互联网金融平台堆栈。

0:08 Circle成立于13年前，我们的愿景是

0:21 在互联网上建立一个以美元为基础的协议变得可能。

0:24 尤其是在过去五年中，这一领域快速增长。

0:27 就在上周，多家第三方报告USDC交易

0:32 量现已占全球稳定币交易量的大多数。

0:36 ARK在我们看来，根本上是一个经济操作系统。

0:41 在该基础设施之上，我们一直在构建Circle支付网络（C

0:46 PN）。

0:46 这是为金融机构设计的应用，面向希望

0:51 利用区块链和稳定币基础设施作为结算通道

0:56 进行全球资金转移的银行和金融机构。

0:59 ARK的设计不是去中心化网络，而是一个分布式网络，

1:04 为真实经济活动服务，公共公司和受监管

1:09 的金融机构可基于此构建。

1:11 那么，我们的方向在哪里？我相信我们正迅速迈向一个由AI驱动的

1:16 经济系统。

1:18 因此，我们正为此构建基础设施。

1:21 ARK作为经济操作系统，支持的不仅是人类，

1:27 还支持AI代理作为这些网络的主要参与者。

1:30 我们在过去两周宣布并上线了名为Circle

1:34 微支付的测试网。

1:35 基于ARK，它为AI代理提供统一余额，用于持有和储存

1:42 价值，并使它们能够使用X402标准向其他

1:47 代理进行支付。

1:48 我希望你们记住关于Circle的一点：

1:51 我们致力于成为市场中立的基础设施公司。

1:54 我们希望与全球所有机构合作。

1:57 我们希望与所有交易所、银行、资本市场公司合作。

2:01 这有巨大的合作机会。

2:04 我非常期待与大家共同建设的机会。

0:00 We're not just the stablecoin company, the USDC company.

0:04 Circle is building a broad-based internet financial platform stack.

0:08 Circle was founded 13 years ago, and we had a vision that it would become

0:21 possible to build a protocol for dollars on the internet.

0:24 Over the last five years in particular, that has grown enormously.

0:27 Just this past week, a number of third parties reported that USDC transaction

0:32 volume is now the majority of stablecoin transaction volume in the world.

0:36 And ARK is fundamentally, in our view, an economic operating system.

0:41 On top of that infrastructure, we've been building Circle Payments Network or C

0:46 PN.

0:46 A application for financial institutions, it's built for banks and FIs who want

0:51 to move money around the world using this blockchain infrastructure and stable

0:56 coin infrastructure as settlement pipes.

0:59 ARK is designed not as a decentralized network, but as a distributed network

1:04 built for real-world economic activity that public companies and regulated

1:09 financial institutions can build on top of.

1:11 So where are we going? I believe we are very fast moving into an AI-powered

1:16 economic system.

1:18 And so we are building infrastructure for that purpose.

1:21 ARK as an economic OS is built to be able to support not just humans, but AI

1:27 agents as principal actors on these networks.

1:30 We announced and put into TestNet in the last two weeks something called Circle

1:34 Nanopayments.

1:35 Built on ARK, it provides a unified balance for AI agents to hold and store

1:42 value and it enables them to make payments using the X402 standard to other

1:47 agents.

1:48 I want you to take away one key thing about Circle.

1:51 We seek to be a market neutral infrastructure company.

1:54 We want to work with every institution in the world.

1:57 We want to work with every exchange, every bank, every capital markets firm.

2:01 There's a tremendous opportunity for collaboration.

2:04 I certainly look forward to the opportunity to build together with all of you.

Moon

· 21h

烧了几十亿的营销费，头部加密交易所教会了我什么？

我最近研究了 OKX、Binance、Bitget、Coinbase 四家头部交易所的营销打法和费用，发现了一些很有意思的东西，值得每个做产品、做品牌的人认真看。

Moon

· 1d

据@nlevine19所述，消费者采用稳定币可能呈现以下景象：

“如果你观察一些基于稳定币架构构建的新型银行，从消费者的角度来看，他们甚至意识不到自己正在使用稳定币。”

“很大程度上在于前端产品的设计，以及更好地隐藏加密货币组件。”

“对于许多此类应用，我认为用户是否知道这是稳定币并不重要。”

https://x.com/a16zcrypto/status/2041627894942986413?s=20

中文 English

0:00 我认为稳定币的强大实用性和价值是毋庸置疑的，但

0:03 在金融生态系统之外，

0:04 看起来很多普通消费者仍然对

0:08 使用任何加密货币相关产品持有很多偏见。

0:09 这种情况需要多久才能消除，

0:13 你怎么看

0:13 这会如何发生？虽然很多采用发生在加密领域，

0:16 但我认为，

0:17 如果你开始关注一些基于稳定币架构的新型银行，

0:22 从消费者的角度来看，

0:22 他们甚至不知道自己在使用稳定币。

0:25 所以我认为，很多工作更多是在前端

0:26 开发产品，并更好地隐藏加密货币部分，

0:29 因为坦白说，

0:30 对很多这些产品来说，用户是否知道它是稳定币

0:33 其实并不重要。

Moon

· 3d

谷歌刚刚要求 #加密货币行业在 2029 年前做好迎接量子计算的准备。
变化之处：Shor 算法改进了 20 倍。
这使得威胁从数千万个量子比特增加到约 50 万个量子比特，可能的攻击窗口约为 9 分钟。
量子时钟正在滴答作响。 #量子计算

https://x.com/Bankless/status/2040140842770522458?s=20

中文 English

0:00 所以周一，两个不同的论文投下了一颗量子炸弹，一篇来自

0:04 谷歌，另一篇

0:05 来自一群学术界人士，会被称为第二篇“原子级”论文。

0:09 对。我知道你一直在关注这个。你会如何总结这些

0:14 论文的重要性？

0:15 天哪，极其重要。我觉得称其为量子炸弹

0:19 可能是正确的。

0:20 这是最大的……能现场快速说出来真不错。

0:23 好吧，整个加密圈都在谈论它，主流新闻也在报道

0:27 它。许多

0:28 圈外评论员也加入了讨论。这基本上是本周最大新闻，理应如此。

0:32 week and deservedly

0:33 我认为我们应该从贾斯汀·德雷克开始，看他的评论。他说，

0:37 “今天，

0:38 ”（指论文发布当天）“是量子计算

0:42 和密码学的一个重大日子。两篇突破性论文刚刚发布，两篇论文都改进了肖尔

0:43 算法，

0:49 这个算法因破解RSA而著名。”不是莱因霍恩-亚当斯，是另一种RSA。

0:50 infamous for cracking RSA." Not Rhynchon Adams, the other RSA.

0:54 “椭圆曲线密码学。这两个结果叠加，对量子

1:00 堆栈的不同层进行了优化。结果令人震惊，”他说。“我预期叙事会转变，

1:00 并推动

1:05 后量子密码学的研发。”他还说，“他对Q-Day

1:06 ——即某种量子计算机能破解比特币或以太坊密码学之日——的信心

1:11 是10%可能性，到2032年，且还在下降。”

1:13 at which some quantum computer can crack Bitcoin or Ethereum cryptography, 10%

1:19 谷歌在这篇论文中强烈建议所有加密领域

1:22 人士注意，甚至不仅是注意，而是要在2029年前升级到后量子技术。

1:28 all of crypto take

1:29 事实上，这正是谷歌内部正在做的事情。谷歌明确向加密

1:36 行业发出了声明。

1:36 大卫，这整篇论文专门为加密行业撰写，

1:41 他们就像，

1:42 “嘿，加密兄弟们，这篇是给你们的。”

1:48 industry. They're like,

1:49 完全正确。这个消息就像……能被谷歌听见真好，

1:52 你不会期待他们对加密货币的了解这么深，

1:59 但这篇论文，

2:00 大约三四十页，大家可以自己看，也可以用你们的AI助手帮忙，

2:05 但它明确针对加密货币，详细讨论了

2:06 比特币、以太坊及其他链的特定解决方案和问题。

2:10 bots if you'd like,

2:11 实际的创新是什么？

2:16 我认为这很重要。尼克·卡特的观点是，谷歌，我们几周前报道过，

2:17 他们公布了内部的量子时间表。

2:20 他们希望到2029年实现完全的量子抗性，这似乎是突如其来的。问题是，

2:23 他们看到了什么？

2:29 为什么他们公布了这些日期？因为NIST和其他政府机构说的是2032年，

2:30 甚至到2035年。

2:33 看起来时间还很充裕，而谷歌却说，“嘿，伙计们，我们要

2:34 在2029年完成，所以他们到底看到了什么？”

2:38 what did Google see?

2:39 他们看到了谷歌论文中提到的肖尔算法

2:43 的20倍减少和改进，这能破解比特币和以太坊的

2:44 密码学。

2:48 doing it by 2029,

2:50 当我说20倍提升时，我指的是实际物理量子比特数的减少，

2:55 而量子比特是破解比特币和以太坊ECDSA签名方案的硬件需求。

2:57 and improvement in Shor's algorithm that could break Bitcoin Ethereum's

3:02 “可用量子比特”即硬件要求。

3:03 When I say a 20x improvement, I'm talking about the number of physical qubits

3:09 确切地说。当我们构建量子计算机时，我把量子比特当作CPU

3:10 的浮点运算能力。它代表了计算机的算力。

3:15 Usable qubits is the hardware requirement.

3:18 没错。

3:24 如果量子比特数减少，意味着计算机本身算力不那么强，

3:25 但能完成更强大的任务。

3:28 对，以前的估计是需要数千万量子比特才能完成。

3:32 powerful, but can do

3:33 他们发布了对肖尔算法的改进，

3:39 使得现在只需50万个物理量子比特？

3:40 of qubits to do this. Will they just release an improvement to the algorithm,

3:44 如果拥有相应硬件，这约9分钟即可完成攻击。

3:46 再说一次，这50万个物理量子比特

3:52 9分钟内就能破解比特币或以太坊，夺取密钥。

3:57 physical qubits,

3:58 Bitgett的通用交易所。加密股权，现实资产，一站式，

4:03 以加密天然的速度和灵活性打造。访问bitgett.com了解详情。

4:05 Bitgett's universal exchange. Crypto equities, real-world assets, in one place,

4:09 built with crypto native speed and flexibility. Check it out at bitgett.com.

0:00 So on Monday, a quantum bomb was dropped by two different papers, one out of

0:04 Google and another

0:05 out of a bunch of academics will call it the second one the oratomic paper.

0:09 Right. I know you were paying attention to this. How would you summarize the

0:14 significance of these

0:15 papers? Oh, my God. Incredibly significant. I think calling it a cue bomb a

0:19 quantum bomb is

0:20 probably right. It's the biggest... Nice to speed that up on the fly.

0:23 Well, everyone in crypto was talking about it. Mainstream news was talking

0:27 about it. We have a lot

0:28 of commentators outside who have weighed in. It was basically the news of the

0:32 week and deservedly

0:33 so. I think we should start here with Justin Drake, some of his comments. He

0:37 said, "Today,"

0:38 he's talking about when these papers dropped, "today is a momentous day for

0:42 quantum computing

0:43 and cryptography. Two breakthrough papers just landed. Both papers improve Shor

0:49 's algorithm,

0:50 infamous for cracking RSA." Not Rhynchon Adams, the other RSA.

0:54 "An elliptic curve cryptography. The two results compound, optimizing separate

1:00 layers of the quantum

1:00 stack. The results are shocking," he said. "I expect a narrative shift and

1:05 further R&D boost

1:06 towards post-quantum cryptography." He goes on to say, "His confidence in Q-Day

1:11 , which is the day

1:13 at which some quantum computer can crack Bitcoin or Ethereum cryptography, 10%

1:19 chance by 2032 and

1:22 dropping for Justin Drake." Google in this paper is strongly recommending that

1:28 all of crypto take

1:29 notice and beyond notice and to upgrade to post-quantum by the year 2029. In

1:36 fact,

1:36 that's what Google is doing internally. Google made an explicit statement

1:41 towards the crypto

1:42 industry. This whole paper, David, was specifically written for the crypto

1:48 industry. They're like,

1:49 "Hey, crypto, bros. This one's for you guys."

1:52 Completely. The knowledge it was like... It is nice to be heard. This is coming

1:59 from Google,

2:00 right? You don't expect them to be as cryptocurrency literate as they were

2:05 indeed, but this paper,

2:06 I mean, it's 30 to 40 pages. You guys can go through it, run it through your AI

2:10 bots if you'd like,

2:11 but it is directed towards cryptocurrency. They go through specific solutions

2:16 and problems for

2:17 Bitcoin, Ethereum, and a list of other chains as well.

2:20 What was the actual innovation?

2:23 I think that's important. The way Nick Carter frames this is Google, I think we

2:29 reported a

2:30 couple of weeks ago, did drop their internal quantum deadlines. They want to be

2:33 fully quantum

2:34 resistance by 2029, and that seems to come out of nowhere. The question is,

2:38 what did Google see?

2:39 Why did they drop these dates? Because NIST and other government agencies were

2:43 talking 2032,

2:44 by 2035. It seemed like we had more time than Google's like, "Hey, guys, we're

2:48 doing it by 2029,

2:50 so what did they see?" This is what they saw. The Google paper is talking about

2:55 a reduction of 20x

2:57 and improvement in Shor's algorithm that could break Bitcoin Ethereum's

3:02 cryptography.

3:03 When I say a 20x improvement, I'm talking about the number of physical qubits

3:09 required to actually

3:10 break ECDSA, which is the signature scheme for Bitcoin and Ethereum.

3:15 Usable qubits is the hardware requirement.

3:18 Exactly. When we're building a quantum computer, I think of qubits as just the

3:24 flop capacity of a

3:25 CPU. How powerful is this computer? Exactly.

3:28 If we have a reduction in qubits, it means the computer is simply not as

3:32 powerful, but can do

3:33 more powerful things. That's right. Previous estimates were it would take tens

3:39 of millions

3:40 of qubits to do this. Will they just release an improvement to the algorithm,

3:44 to Shor's algorithm,

3:46 that now make it take only 500,000 physical qubits? In a runtime of about

3:52 nine minutes, if they had the appropriate hardware, again, those 500,000

3:57 physical qubits,

3:58 it would only take nine minutes for them to go attack Bitcoin or Ethereum and

4:03 going to the keys.

4:05 Bitgett's universal exchange. Crypto equities, real-world assets, in one place,

4:09 built with crypto native speed and flexibility. Check it out at bitgett.com.

Moon

· 1w

三分之二的加密基金表现糟糕。 @mdudas 在 #GSR 的播客节目《加密货币磁带》中，他分析了当前 #加密货币领域的恐慌情绪。

https://x.com/fintechfrank/status/2038996720919396653?s=20

中文 English

0:00 加密风投是一类真正能回报资金的风险投资

0:06 历史上

0:08 比传统风投快，但仍远慢于加密市场

0:14 参与者

0:14 习惯的速度。最大担忧是，嘿，我们在

0:23 2020-21-22年期间投入了很多资金，

0:26 但还没收回多少。如果我们把钱投进了

0:30 比特币或以太坊

0:32 或Solana，我们就能经历涨跌，获得选择权。

0:36 我们本来

0:36 能做出选择，撤出资金。我们想要控制权和流动性。

0:41 这是

0:42 目前大资本最想要的，就是选择权，

0:50 但大多数风投

0:52 表现不佳。这不代表总资金的表现

0:56 不好，

0:57 因为你会发现，你提到龙飞的Rob，我之前在这里说过。

1:01 顶尖的，

1:01 我提了60年代。顶级基金表现不错，就总金额而言。

1:06 就基金数量而言，

1:08 我会说大约三分之二的加密基金表现

1:12 很差。

0:00 Crypto VC is a class of venture capital that actually returns money to

0:06 investors historically

0:08 faster than traditional VC, but it still returns much slower than crypto market

0:14 participants are

0:14 used to. The biggest fear was, hey, we put money into a bunch of funds in the

0:23 2020-21-22 period,

0:26 and we just haven't gotten a lot of money back. If we had put that money into

0:30 Bitcoin or Ethereum

0:32 or Solana, we would have weathered ups down, so we would have had optionality.

0:36 We would have

0:36 been able to make choices, pull it out. We want control and we want liquidity.

0:41 That's the biggest

0:42 thing that folks with significant capital want right now is just optionality,

0:50 and the most VCs

0:52 perform poorly. That doesn't mean the most in aggregate of the money performed

0:56 poorly,

0:57 because what you find is, you mentioned Rob from Dragonfly, I was here earlier.

1:01 The top,

1:01 I mentioned a 60s. The top funds have done well, so in terms of total dollars.

1:06 In terms of funds,

1:08 I would say the number of funds, two-thirds or something of crypto funds to

1:12 terrible.

Moon

· 1w

#Aave V4 现已在 #ethereum 上线。

https://x.com/aave/status/2038614626099716165?s=20

中文 English

0:00 全世界的金融系统将运行在

0:03 像ARBA和去中心化金融这样的协议上。

0:06 它实际上可以资助我们想要生活的未来。

0:09 今天节目里我们要谈谈DeFi。

0:12 当然，去中心化金融。

0:14 我们能谈谈中心化和去中心化交易所的区别吗？

0:17 交易所？

0:18 第一次听说以太坊时，

0:23 我兴奋得整夜都在阅读相关资料。

0:27 它创建了一套规则，允许重新构建世界架构。

0:31 我的想法是构建一个产品，让全球都能接触到金融。

0:36 它始于2017年的一次实验，

0:40 名为“Etland”，利用以太坊和智能合约实现点对点借贷。

0:46 合约。

0:47 但从接入角度看，仍远未触及主流

0:51 用户。

0:52 我记得那时我们可能只有几十个用户。

0:56 最近这段时间一直很艰难。

0:57 这段动荡时期，简直是与一年前完全相反的镜像。

1:02 加密货币显然遭遇重创。

1:04 2018年是个非常黑暗的时期。

1:07 很多ICO失败，领域内也有坏人。

1:10 这表明那些决策机制极不透明的系统，

1:15 是多么脆弱。

1:16 它们有多脆弱。

1:18 但像ARBA这样的协议则完全相反。

1:22 那时我们意识到可以从纯点对点

1:26 借贷模式

1:27 转向更池化的模式。

1:29 这也是ARBA的关键转折点。

1:32 因为我们从“Etland”更名，并正式推出了

1:37 ARBA的第一个版本。

1:38 那个时期很独特。

1:40 全球经历了全面封锁。

1:42 利率降至零。

1:44 与此同时，稳定币已开始在DeFi中使用，

1:48 相较传统金融，提供了更好的金融机会，

1:52 该领域开始扩张。

1:53 催生了DeFi夏季以及第一波DeFi浪潮。

1:57 融合银行业务，像抵押贷款、股票交易所

2:02 都上链了。

2:04 疫情前，ARBA并不被认可，

2:06 疫情后它成为最重要的项目，

2:09 拥有数千、数十万，

2:13 甚至超过上百万账户。

2:16 截止目前，ARBA已处理超过三万亿美元

2:20 的存款和超过一万亿美元的借贷量。

2:25 它是领先的DeFi协议。

2:28 我们将看到DeFi成为金融科技和金融的新后端。

2:32 ARBA V4实际上将ARBA带入一个新环境，

2:38 可以开始资助现实世界的机会。

2:42 V4与ARBA V3最大的区别是

2:46 架构完全模块化，

2:49 这意味着未来可以轻松扩展新的应用场景。

2:54 例如将来可以用数据作为借贷抵押。

2:58 所以ARBA不仅能成为有价值的基础设施，

3:01 资助传统金融中的现有金融机会，

3:04 赋能全球每个人。

3:08 同时，它也能资助我们想要的未来。

3:13 这就是为什么DeFi被需要、为什么它会

3:18 胜出的重大认知。

0:00 The whole world's financial system will run on

0:03 protocols like ARBA and decentralized finance.

0:06 It can actually fund the future that we want to live in.

0:09 Today on the show we're talking about DeFi.

0:12 Sure, for decentralized finance.

0:14 Can we talk about the difference between a centralized and a decentralized

0:17 exchange?

0:18 First time I heard about Ethereum,

0:23 I was so excited that that was actually like spending nights to read about it.

0:27 It creates a set of rules that allows to re-architect the world.

0:31 My idea was to build a product which allows access to finance globally.

0:36 It started as an experimentation in 2017,

0:40 named "Etland" that allowed peer-to-peer lending by using Ethereum and smart

0:46 contracts.

0:47 But from an access point of view, it was still very far from any mainstream

0:51 users.

0:52 I've remembered the time when we had maybe like dozens of users.

0:56 It's been a rough run here lately.

0:57 For the wild times, literally the mirror image from exactly a year from now.

1:02 Crypto obviously getting crushed.

1:04 In 2018, it was a really dark time.

1:07 A lot of ICOs failed, bad actors also in the space.

1:10 And it showed that systems that have very little visibility on how decisions

1:15 are made,

1:16 how fragile they are.

1:18 But protocols like ARBA, it's completely the opposite.

1:22 At that point, we realized that we could move from a purely peer-to-peer type

1:26 of a lending model

1:27 into a more pooled model.

1:29 That was also very pivotal moment for ARBA as well.

1:32 Because we rebranded from "Etland" and we actually then launched the first

1:37 version of ARBA.

1:38 That time period was unique.

1:40 The world went through a complete lockdown.

1:42 And interest rates went to zero.

1:44 At the same time, stablecoins being already used in the EFI,

1:48 giving better financial opportunities compared to the traditional finance,

1:52 that segment started to expand.

1:53 Created this EFI Summer and the first big wave of EFI.

1:57 Blending, banking, things like mortgages, stock exchanges,

2:02 and putting them on a blockchain.

2:04 Before COVID, ARBA wasn't really recognized.

2:06 And after it was the most important project,

2:09 we started to have thousands of users, hundreds of thousands,

2:13 and over millions of accounts.

2:16 As of today, ARBA has processed over three trillion dollars

2:20 worth of deposits and over one trillion dollars worth of borrow volume.

2:25 It's a leading EFI protocol.

2:28 We're going to see EFI becoming the new backend for FinTech and finance.

2:32 And ARBA V4 is actually taking ARBA into a new environment

2:38 where we can start funding opportunities in real world.

2:42 The biggest difference between V4 and ARBA V3 is that

2:46 the architecture is completely modular,

2:49 which means that it's easy to extend into new use cases that will emerge.

2:54 In the future, for example, it can be lending against data.

2:58 So not only ARBA can be a valuable infrastructure

3:01 to fund existing financial opportunities in the traditional finance

3:04 and create a lot of empowerment for every individual in the planet.

3:08 But at the same time, it can actually fund the future that we want to live in.

3:13 That is a sort of big realization why the EFI is needed and why the EFI will

3:18 win.

Moon

· 1w

纽约证券交易所（NYSE）正在构建一个全新的替代性交易系统（ATS），用于交易代币化股票和ETF，并支持全天候24/7交易。

这为 #DeFi 永续合约提供了强有力的背书，并利好其走势。

该系统还有助于解决“周末定价预言机问题”。

@ventuals ' @alvinhsia 在 @GSR_io 的《The Crypto Tape》节目中对此进行了详细解析 #NYSE

https://x.com/fintechfrank/status/2038274082295169115?s=20

中文 English

0:00 我觉得对Nizee敢于迈出这一步表示敬佩，我认为这是

0:05 极具认可意义的

0:06 看到这样的实体进入代币化股票领域非常重要。我认为关于

0:13 这对股票衍生品平台看空的观点

0:14 其实完全错误。我认为这实际上是

0:19 非常有益的

0:20 原因是，当你对代币化的现货资产实现24/7定价时，

0:28 你就解决了周末定价预言机的问题，

0:29 这是我们在初期股票永续合约

0:35 平台上看到的现象。市场包括夜盘和盘外市场

0:35 在周五晚上和周末关闭，存在一段时间

0:42 没有预言机

0:43 数据来确定永续合约的合理价格。在这期间，

0:47 价格喂价缺失

0:48 虽然没有出现太多

0:54 异常交易行为，

0:55 但我们确实看到这些市场在周末出现了一些非自然的价格表现，

1:02 原因是永续合约的运作方式需要依赖于这种

1:02 外部数据喂价

1:08 作为价格预言机，而这在周末通常是关闭的。拥有

1:09 24/7交易的

1:15 代币化现货股票将解决这个问题，

1:18 并带来更多流动性

1:23 和可交易的市场，甚至在永续合约方面，

1:24 也能实现周末交易。

0:00 I think hats off to Nizee for just taking the step to do that, I think it's

0:05 hugely validating

0:06 to see an entity like that moving into tokenized equities. I think the takes on

0:13 this being bearish

0:14 for equity per platforms is actually completely off base. I think it's actually

0:19 a very beneficial

0:20 thing. The reason is because when you do have 24/7 pricing on the tokenized

0:28 spot assets,

0:29 you solve the weekend pricing oracle problem that we've seen with the nascent

0:35 equity perps

0:35 platforms today. When the markets, including the overnight and off-hour markets

0:42 shut down

0:43 on Friday nights, over the weekends, there's this period of time where there's

0:47 no oracle

0:48 data feed for what the perps should be priced at. There hasn't been too many

0:54 funky things going on,

0:55 but we have seen some inorganic looking price behavior on some of these markets

1:02 over the weekends.

1:02 The reason why that is because the way that perps work is they require this

1:08 external data feed

1:09 to be the price oracle, and that shuts off over the weekends normally. Having

1:15 24/7 trading on

1:18 these tokenized spot equities will get rid of that problem and lead to more

1:23 liquid

1:24 tradable markets over the weekends, even on the perps side.

Moon

· 1w

@Brian_Armstrong 数字美元的价值可能从现在起增长 100 倍到 1000 倍。
信用卡：手续费 2-3%。SWIFT 转账：2-3 个工作日。
“稳定币是唯一能够同时满足这三项条件的支付方式。它速度快、成本低、全球通用。”
去年增长了约100%。 #usdc

https://x.com/MilkRoad/status/2037529894578757769?s=20

中文 English

0:00 大家的想法。嗯，我认为数字美元仍然被严重低估，

0:04 可能会增长100倍或

0:06 1000倍。原因是全球支付

0:12 仍存在相当大的摩擦，

0:14 对吧？现在，你知道，在某些国家，比如巴西的PIX，

0:20 或者印度的UPI，

0:21 他们已经成功让支付变得相当快捷且便宜，但它们只

0:25 能在那个国家内使用。

0:26 其他国家，比如欧洲，他们有免费的

0:30 即时银行转账，

0:32 这确实是个很好的功能。但如果你看大多数支付

0:36 方式，

0:36 无论是信用卡、Swift还是其他，仔细看这

0:39 三个维度，

0:40 成本、速度和全球覆盖。所以，比如说

0:46 以信用卡为例，

0:46 它们全球覆盖还不错，但成本很高，

0:50 每笔交易要扣两到三

0:51 个百分点。而且处理速度还挺快的，对吧？如果看

0:57 Swift，它全球覆盖也好，

0:58 但很贵。大概需要两到三

1:03 个工作日左右。

1:04 所以，加密稳定币是唯一

1:08 同时满足这三个条件的支付渠道，快速、便宜且全球化。

1:09 你现在可以瞬时发送稳定币，

1:14 全球任何地方不到

1:15 一秒钟，花费不到一美分的十分之一。

1:20 支付就像水，

1:22 总是流向阻力最小的路径。我认为这就是

1:25 我们见证稳定币如此

1:26 爆发增长的原因。我估计它去年同比增长了大约100%，

1:30 越来越多的全球GDP，

1:31 未来将依赖稳定币渠道运行。

0:00 people think. Well, I think a digital dollar is very still underappreciated and

0:04 could grow 100 or

0:06 1000 X from here. The reason is that payments are still relatively high

0:12 friction around the world,

0:14 right? Now, you know, in certain countries, like I'd say in Brazil with picks

0:20 or in India with UPI,

0:21 like they've managed to get payments to be quite fast and cheap, but they work

0:25 only within that

0:26 one country. Other countries, like in Europe, they have instant bank transfers

0:30 that are free

0:32 essentially, and that's a really good feature. But if you look at most payment

0:36 methods,

0:36 whether it's credit card or Swift or anything, and you kind of look at these

0:39 three dimensions,

0:40 like the cost, the speed, and then the global reach. So they're, you know, let

0:46 's take credit

0:46 cards, for example, like they have pretty good global reach, but they have high

0:50 cost, two to three

0:51 percent on every transaction. And they're quite fast, right? If you look at

0:57 Swift, it has good

0:58 global reach, but it's expensive. And it takes like, I think what, two to three

1:03 business days or

1:04 something like that. And so if you crypto stable coins are the only payment

1:08 rail that checks all

1:09 three boxes, it's fast, cheap, and global. So you can now send stable coins

1:14 instantly less than one

1:15 second anywhere in the world for less than a tenth of a cent US. And so

1:20 payments are like water,

1:22 they kind of flow to the path of least resistance. And I think that's why we're

1:25 seeing such enormous

1:26 growth in stable coins. I think it grew about maybe a hundred percent year over

1:30 year last year,

1:31 and more and more of global GDP, I think will run on stable coin rail.

Moon

· 1w

迈克尔·塞勒告诉沙特国家电视台，他们 9300 亿美元的主权财富基金应该购买“所有比特币”
“如果你想让你的钱翻1000倍，那就买比特币。”

https://x.com/Vivek4real_/status/2037724859262746842?s=20

中文 English

0:00 相当势不可挡。白宫已经将其认可为唯一的数字

0:05 世界上他们承认的数字资产。

0:08 这使它成为数字黄金，也使它具有道德性。

0:11 所以如果世界上最有权力的人说它是数字黄金，并且说

0:16 不要卖出你的比特币，我们会买更多，

0:19 我认为最后一道障碍已经被打破，合法化之路

0:23 已经开启。

0:25 所以告诉我，如果你是主权财富基金，沙特阿拉伯，阿联酋，

0:30 科威特，你会如何分散投资组合？

0:33 你会持有多少比特币？

0:35 全部持有。

0:37 说实话，我总觉得这是一种智商测试。

0:43 就像如果你有十亿美元，想让它翻倍，

0:46 你会买十亿美元的比特币并发布新闻稿。

0:48 但如果你想赚一万亿美元，

0:52 你会试着买我公司现在拥有的那么多。

0:54 你去买价值500亿美元的比特币，继续买，

0:59 它最终会给你带来一万亿美元回报。

1:01 所以你应该买尽可能多的钱，对吧？

1:05 我对比特币的预测是，每年复合增长29%，持续21年，

1:13 这会比第二好的资产好三到四倍。

1:18 所以，是的，我能告诉你投资组合里配5%，但更聪明的做法是

1:23 配150%。

1:27 如果你想多赚10倍，就买比特币。

1:29 如果你想多赚100倍，就用别人的钱买比特币。

1:32 如果你想多赚1000倍，就用别人的钱买比特币并

1:36 加杠杆，对吧？

1:38 最简单的做法是以3%、4%、5%的利率借钱，投到30%到60%的回报里。

1:44 拿差价。

1:46 我的公司用了4年半，企业价值从6亿美元涨到1080亿美元，

1:51 我们就是用了这个公式。

1:55 我们就在加杠杆。

1:57 所以我认为尽可能多买是正确的答案。

0:00 Pretty unstoppable. The White House has anointed it as the one sole digital

0:05 commodity in the world that they recognize.

0:08 That makes it digital gold, that makes it ethical.

0:11 And so if the most powerful man in the world says it's digital gold and says

0:16 don't sell your Bitcoin and we're going to buy more,

0:19 I think that the last hurdle has been leaked in terms of on the path of

0:23 legitimacy.

0:25 So tell me if you're a sovereign wealth fund, Saudi Arabia, United Emirates,

0:30 Kuwait, how would you be diversifying that portfolio?

0:33 How much Bitcoin would you own?

0:35 All of it.

0:37 Look, to tell you the truth, I always want, I think it's kind of an IQ test.

0:43 It's like if you had a billion dollars and you wanted to double it, you would

0:46 buy the billion dollars of Bitcoin and put on a press release.

0:48 But if you wanted to make a trillion dollars, you would try to buy as much as

0:52 my company has right now.

0:54 You go buy $50 billion worth of Bitcoin and just keep buying and it'll be a

0:59 trillion dollars to you.

1:01 So you ought to buy as much as you want money, right?

1:05 I think that my forecast for Bitcoin is it goes up 29% a year compounded for 21

1:13 years, which is going to be three, four times better than the next best thing.

1:18 So, yeah, I could tell you you put 5% of your portfolio in it, but smarter

1:23 would be to put 150% of your portfolio in it.

1:27 If you want to 10 extra money, you buy Bitcoin.

1:29 If you want 100 extra money, you buy Bitcoin with somebody else's money.

1:32 And if you want 1,000 extra money, you use somebody else's money by Bitcoin and

1:36 you lever it, right?

1:38 The simplest thing going is borrowing money at 3, 4, 5% invested at 30 to 60%.

1:44 Keep the difference.

1:46 My company went from a $600 million enterprise value to $108 billion enterprise

1:51 value in 4.5 years, and we just did that formula.

1:55 We're just levering it.

1:57 So I think as much as you can get is the right answer.