克克_CJ

在 Web3 里避坑｜bag $BTC $ETH｜AI工具
去中心化技术 + 思想共识 → 动荡时代的反脆弱结构

[克克_CJ @0xCP_CP]

@Chenzeze777 关键是很多时候用 capcut 是因为本身 tk 的音乐库会有流量权重

[吴说区块链 @wublockchain12]

吴说获悉，链上侦探 ZachXBT 发文披露了针对 LAB 的调查结果，指其近期市值推高至 60 亿美元 FDV 的背后存在严重的人为操纵。调查指出：LAB 内部人士目前可能控制了超过 95% 的代币供应，且缺乏透明的代币分配方案；团队涉嫌单方面修改公开销售的锁定期条款；自 2026 年 1 月起，团队通过 Telegram 和 WhatsApp 大量抛售高折扣的场外交易份额及私人贷款协议，折扣率高达 25% 至 80%。此外，大比例流通供应在 3 月至 4 月间被转入 Bitget 等交易所，疑似由特定做市商配合操纵。ZachXBT 呼吁 Binance、Bitget、Gate 等交易所冻结相关内部人士利润或采取下架措施。https://t.co/BmPfVuGJkM

[Forgiven @forgivenever]

截至目前为止，AAVE已经撤资达到66亿美元，不止主网，多个L2和EVM网络上部署的AAVE借贷池的USDT和USDC均被挤兑一空，存借利率均飙升15%以上。

水友们都在纳闷这样下去AAVE不是自己砸自己招牌呢？应该马上解决啊，又不是赔不起。

主任揣测Aave 尴尬在于不能喊兜底，喊了跟另外两家L0和KelpDAO 就没法谈判如何分摊用户损失了。要是AAVE自家问题, Stani早都喊兜底安抚用户劝阻用户疯狂提现的恶性循环了。

但迟迟不喊兜底又持续被用户挤兑,Defi生态进一步瓦解。要主任说，这时候就应该看V神居中协调了，平常以太神教大旗挥舞，这时候不能再做缩头乌龟了，要肩负起领袖的责任来！

[克克_CJ @0xCP_CP]

@HTX_DAO HTX黑客松 好多人👀
孙老板会来吗 准备和大佬吃饭可能视频接入吧

[克克_CJ @0xCP_CP]

@star_okx 太幼稚了 不好好提升业务在这边做什么赌注 只会让他的形象更加low

[AMI Labs @amilabs]

Advanced Machine Intelligence (AMI) is building a new breed of AI systems that understand the world, have persistent memory, can reason and plan, and are controllable and safe.

We’ve raised a $1.03B (~€890M) round from global investors who believe in our vision of universally intelligent systems centered on world models. This round is co-led by Cathay Innovation, Greycroft, Hiro Capital, HV Capital, and Bezos Expeditions, along with other investors and angels across the world.

We are a growing team of researchers and builders, operating in Paris, New York, Montreal and Singapore from day one.

Read more: https://t.co/kyVAL7EoFx
AMI - Real world. Real intelligence.

[亚洲金融 Asia Finance @AsiaFinance]

桥水基金创始人瑞·达利欧认为，伊朗战争的输赢将决定美国帝国的命运，而一切都归结于谁控制霍尔木兹海峡，就像1956年苏伊士运河危机对大英帝国的影响。川普政府必须不惜一切代价，通过从伊朗手中夺取霍尔木兹海峡的控制权，来证明美国的实力。失去霍尔木兹海峡控制权，对美国而言，极有可能重演英国在1956年苏伊士运河危机中的经历，帝国崩溃的事件模式几乎总是一样的。

决战：一切归结于谁控制霍尔木兹海峡
达利欧/文

将当前发生的事情与类似历史情境进行对比，并与聪明、消息灵通的领导者和专家交流想法，一直帮助我做出更好的决策。我发现，大多数战争都充满了关于可能发生什么的重大分歧和巨大意外。然而，在这场伊朗战争中，有一点是显而易见且几乎得到普遍认同的：一切都归结于谁控制霍尔木兹海峡。我从那些管理政府的人、地缘政治专家以及世界各地的人们那里听到，如果伊朗保留了对谁能通过霍尔木兹海峡的控制权，或者甚至保留了谈判的权力：

1. 美国将被判定输掉了战争，伊朗将被判定获胜。 这是因为伊朗控制霍尔木兹海峡作为武器，将清楚地表明美国没有能力解决这一局面。允许伊朗关闭这个世界上最重要的海峡，必须不惜一切代价确保通行权，将对美国、其在该地区的盟友、最依赖其石油流动的国家、世界经济和世界秩序造成巨大损害。

如果川普和美国没有赢得这场战争，胜利的标准很简单，就是他们能否确保霍尔木兹海峡的安全通行。无论美国没有赢得霍尔木兹海峡控制权的原因是什么，川普总统和美国将会失败。我对历史的解读和对当前局势的感知让我相信，如果美国以这种方式失败，失去霍尔木兹海峡的控制权对美国来说，将存在重大风险，就像1956年苏伊士运河危机对大英帝国的影响，以及18世纪对荷兰帝国和17世纪对西班牙帝国的类似失败一样。

这场决定胜负者、决定帝国存亡的决定性“最后之战”重塑了历史，因为人们和资金流动会迅速而自然地逃离失败者。这些转变影响市场，尤其是债务、货币和黄金市场，以及地缘政治权力。看到如此多类似案例后，我得出了以下原则：当拥有世界储备货币的世界主导强国在财务上过度扩张，并通过失去军事和财务控制而暴露其弱点时，要警惕盟友和债权人失去信心、失去储备货币地位、其债务资产被抛售以及货币贬值，尤其是相对于黄金而言。

2. 另一方面，如果霍尔木兹海峡留在伊朗人手中作为威胁美国在海湾地区盟友和更广泛世界经济的武器，每个人都将成为伊朗人的人质，川普将被认为挑起了一场战斗并输了。他将给美国在该地区的盟友留下一个巨大问题，他将失去信誉，特别是考虑到他所说的话。例如，川普曾说：“如果出于任何原因布设了水雷而未立即清除，对伊朗的军事后果将达到前所未有的水平”。

我经常私下听到其他国家的高级政策制定者说：“他说得好听，但当事情变得艰难时，他能战斗并获胜吗？”一些观察者期待这场战斗，就像罗马斗兽场的罗马人或体育迷等待最终和最伟大的较量一样。川普总统现在呼吁其他国家加入美国确保霍尔木兹海峡的自由通行；他让他们这样做的能力将表明他组建联盟和集结力量的能力，因此这将是一个重大胜利。

仅靠美国和以色列很难确保船只的安全通行，而不从伊朗手中夺取霍尔木兹海峡的控制权，这可能需要一场大战才能做到。 结果对伊朗领导人和伊朗最大、最强大的人口群体来说是生死攸关的。对伊朗人来说，这场战争是关于复仇和对比生命更重要的事情的承诺。他们愿意死，因为表现出愿意死对于一个人的自尊至关重要，并显示出带来最大奖赏的奉献精神，而美国人却在担心高油价，美国领导人在担心中期选举。

3. 虽然有关于通过协议结束这场战争的讨论，但每个人都知道，没有协议能解决这场战争，因为协议毫无价值。 接下来无论发生什么，即把霍尔木兹海峡留在伊朗手中或夺走控制权，都可能是冲突最糟糕的阶段。这场“最后之战”将清楚表明哪一方获胜、哪一方失去控制，可能会是一场非常大的战斗。

如果川普政府成功让其他国家加入派遣军舰提供安全护航的努力，并且还没有被布雷，我们将看到这是否会成为一个解决方案。双方都知道，将明确哪一方获胜、哪一方失败的最后之战仍在前方。他们知道，如果川普总统和美国不能重新开放海峡，这对他们来说将是可怕的。另一方面，如果川普总统赢得这场最后之战并在至少未来几年内消除伊朗威胁，这将给所有人留下深刻印象，赋予特朗普总统权力，并展示美国的力量。

4． 这场“最后之战”的直接和间接影响将波及全球，影响贸易流动、资本流动以及地缘政治发展。当前战争以及其他近期战争是更大的经典大周期进程的一部分，具有金融、政治和技术影响。通过研究过去类似的战争并将吸取的教训应用于当前情况，可以最好地理解这些影响。

最后，我想强调，我不是政治性的；我只是一个必须押注将要发生什么的务实之人，我研究历史以得出有助于我做好这件事的教训，现在我正在传递我的原则和想法，可能帮助其他人度过这些动荡时期。

[克克_CJ @0xCP_CP]

👀👀👀 $hbar搞事情？

[加密Krystal @Krystal_Eth]

大量机构都选择这条公链进入 Web3

有什么魅力吸引他们纷纷加入进来 @Hedera ?

1. 有着谷歌、IBM、LG 这些同级巨头共 39 家组成的 Hedera Council 来治理，这个月 FedEX 物流也加入了

2. 让 $HBAR 这个加密ETF成为第三个进入美股上市的 ETF

3. 一条龙式提供 RWA 资产上链、AI 验证、从0到1的关键服务

除了NVIDIA、INTEL 之外、美国州政府和英国最大的资产管理也使用 Hedera 去做金融 RWA 应用， RWA 的浪潮真的走出来了

我"个人"觉得最容易加入这生态的方式就是他们的 ETF，相比理事会规模来说HBAR 的市值有很大的发展潜力 (DYOR NFA)

[克克_CJ @0xCP_CP]

@Xeer 😂

[克克_CJ @0xCP_CP]

@ilovek8s 🥲是什么原因？

[克克_CJ @0xCP_CP]

@DianeMcKenna22 @_GlobeObserver Kinda of mean

[克克_CJ @0xCP_CP]

看好rwa，但是 似乎短期$ondo也比较涨回来
ONDO总供应量100亿，目前流通量只有约48-49亿（流通率不到50%）。
2026年1月发生了超大规模解锁（约19.4亿枚，价值当时约6.55亿美元），大量代币流入交易所，造成持续卖压。
后续还有生态增长、私募等部分继续解锁到2028年左右。

[Ondo Finance @OndoFinance]

First billions.
Then trillions.

Tokenization can't be stopped.

[克克_CJ @0xCP_CP]

期待期待

[Elon Musk @elonmusk]

Terafab Project launches in 7 days

[vitalik.eth @VitalikButerin]

This is the new EF Mandate.

For many of you, the contents should be no surprise, and a clarification along the lines that we have been going and thinking for the past few months. But the clarification is nevertheless worth making.

Ethereum is a unique object and has a unique role in the world. Its role is to be a sanctuary technology, to preserve technological self-sovereignty, to enable cooperation without coercion, domination or rugpulling, and to provide an escape hatch, to ensure that no single person, organization or ideology's victory in cyberspace can be total.

The Ethereum Foundation is a steward of Ethereum - the original steward, and today, the steward specifically dedicated to preserving and expanding the above aspects of Ethereum. This means a heavy emphasis on CROPS (censorship and capture resistance, open source, privacy, security), both at the protocol layer, and at the access layer, user-facing applications and tools that we create or contribute to.

There are things that we do in Ethereum because we believe that they are valuable for the underlying goals that we have for Ethereum. There are things that we do not do because from the perspective of our values we find them uninteresting (or worse, harmful). But there are also things that we do not do because while they are useful, they are not our role.

At the Ethereum protocol layer, we focus on decentralization, verifiability, inclusion guarantees, protocol liveness, security and privacy first and foremost. We also value capabilities (eg. L1 scale, account abstraction, perhaps some forms of in-protocol aggregation), particularly because improvements in these capabilities better enable users to properly benefit from Ethereum's CROPS properties and displace the need for higher-layer intermediaries that might weaken the extent to which Ethereum's properties carry over into the full stack.

We also believe that the Ethereum protocol must strive to pass the walkaway test. "We do X to specialize to serve the use cases of today, if more use cases appear later, we will continue to keep adding more EIPs for them later" is logic fit for many other blockchains whose names you hear often on this forum, but we do not believe it is logic fit for a decentralization-first blockchain like Ethereum.

At the application layer, we focus on making "the zero option" - user experience that goes hard on ensuring security and privacy, avoiding dependence on intermediaries, and respecting the user's agency - as high quality as possible. We see this as complementary to work in the Ethereum ecosystem that "goes broad", starting from the world that it exists, and brings it onchain and improves its properties over time. Such work has its natural home outside the EF. We intend to be supportive of such efforts. We believe that the two are complementary: tools that are developed within the EF can be adopted by anyone, including partially, and even partial adoption that improves people's security, privacy and agency is a good thing.

But the form of user experience that is more heavily insistent on CROPS properties is where we want the EF to develop its center of expertise. This does not mean shrinking from the hard questions. We believe in a vision of self-sovereignty that protects users, and does not leave users in the cold to face environments where they lose their life savings if they make a mistake, and click "yes" on a confirmation screen by accident two seconds after. But such protection must be designed based on a philosophical baseline of empowering the user, not empowering centralized organizations that claim to act in the user's name. This quadrant of design space - caring about users' (including non-experts') well-being and safety, and yet insistent on doing this in a way compatible with their agency and freedom, is underserved (not just in crypto, but in the world). We wish to use Ethereum as a platform to build out and showcase this quadrant, and ideally work with others to expand its reach over time.

This is also a new chapter in how we see our position in the world. We must see ourselves not just as the Ethereum community, but also as maintainers of the Ethereum tool within what you might call the CROPS community or the sanctuary tech community, or a dozen of other words that have for a long time been used by people with similar values to us but far outside Ethereum. This means open-mindedness to new conceptions of what things in the world are our natural allies.

Ethereum is not the world. Ethereum is a specific object in the world that is here to have specific properties. The Ethereum Foundation is a specific organization within Ethereum - one steward, not the sole one.

I encourage all to read the mandate in detail; it includes concrete examples of how we intend to deal with the challenges and nuances of these ideas. We are doubling down on Ethereum and are excited about its next chapter.

[克克_CJ @0xCP_CP]

以太坊社区的问题从来不是共识

是太过于原子化，
v神天天讨论极客精神不如自己下场，像sol和bnb学习
有时候太放权和自由，反而遏制发展

社区需要一个有足够号召力的人带一帮人先创造大规模价值，过度到稳定阶段，dao化，那时候再谈技术迭代会有更有用，

极客精神的浴火重生
@ethereum

[Vitto Rivabella @VittoStack]

The Ethereum Foundation just opened applications for its 2026 PhD Fellowships.

There are 3 areas core to our dAI vision where we're seeking research contributions:

- AI-powered protocol security researcher
- Agentic Negotiation
- Agentic Economy

Come research with us. Apply below 👇

[克克_CJ @0xCP_CP]

不否认story的团队和庄是很棒的操盘手，在市场好的时候套现，市场差的时候注入资金搞事情沉淀故事和情绪

但是生态上的东西大家还是可以关注，毕竟是a16z狂喊的几个项目之一，现在转向ai业务，生态的ZenO公测
Aria都值得关注后续业务落地，币圈的下半场LTV更短，拼执行力也拼现实资源，口袋有钱很重要

[克克_CJ @0xCP_CP]

最近 $resolv 涨了 45%？TVL也增加了不少，现在FDV1亿美金其实也不便宜了，看好后续降息稳定币净流入增加吗？

[克克_CJ @0xCP_CP]

我认为真正难的不是技术，而是找到足够多人的共同需求—— 即便需求存在，每个人的利益立场也千差万别。

以太坊生态的基建与共识足够扎实，但整体依旧过于原子化。

能打破这个死结的，只有一群真正拥有加密精神的人：不是为了短期利益，而是为了验证去中心化、自由意志这类底层价值而行动。

[vitalik.eth @VitalikButerin]

I think it's healthy for us in the Ethereum world to have a more bold and open mindset to many things, particularly on the application layer and on how we see ourselves in the world.

We should not compromise on core properties: censorship resistance, open source, privacy, security (CROPS). We should not have "open mindedness" of the type that leaves people with no confidence of what security properties the L1 will still have one year from now. We should not ask ourselves questions like "do we really need light clients to be able to trustlessly verify correctness of the chain?". But especially on the layer of applications and Ethereum's interface to the world, we should be more willing to radically rethink various concepts and step outside our comfort zone.

This includes issues of technological direction, eg. "what if AI basically means that wallets as browser extensions and mobile extensions are dead within a year?"

One example last year was the shift to thinking about privacy as a first-class consideration, something we value equally to the other types of security. This implies a radically different Ethereum application stack, because the entire stack so far has not been built around privacy. Great, let's build a radically different Ethereum application stack!

An example this year is the growing work on the networking side of privacy, both inside the EF and outside.

It includes application-layer issues, eg. "what if the rest of defi is basically just universal futures markets on top of a good decentralized oracle and letting users self-organize on top of that?", and "what if the ideal decentralized oracle is just a SNARK over M-of-N small LLMs over zk-TLSes of some major news sites?"

(BTW this is interrelated with the AI issue: one consequence of AI is that it moves "applications" away from being discrete categories of behavior with discrete UIs, and more toward being a continuous space, so "build fewer apps and rely on users to self-organize around them" should inevitably expand as a pattern)

One example this year is rethinking from zero the role of L2s, and what kind of L2s are actually most synergistic and additive to Ethereum.

It also includes culture. This is a big part of "the whole milady thing" for myself, @AyaMiyagotchi and others. Yes, it's a silly meme. Yes, I find the political takes of some milady partisans cringe and sometimes outright bootlickerish (though other milady partisans are quite the opposite). But the core underlying subtext, the message behind the message, is: rip off the suit and tie. If you have your suit and tie on, be willing to grab the nearest wine glass and spill it all over your suit and tie, so you have no choice but to rip it off and reclaim your body's full flexibility and freedom. Actually imagine yourself doing this the next time you get invited to a richpeopleslop formal gala dinner. Take the preconception that you are "respectable", write it down on a piece of paper, crumble it up and burn it. The psychological baptism of doing this leads to the intellectual baptism of unlocking greater creativity and expanding overton windows.

For too long, our algorithm in Ethereum has been: we have this existing ecosystem, what's the logical next step to make it one step better? Now, our algorithm should be: we have this L1 that is amazing and will become more amazing, we have a growing array of tools, both those built within our ecosystem and outside it, what are the most valuable things to build, knowing what we know now? If YOU had to write the section of the 2014 Ethereum whitepaper that talked about applications, and take a first-principles perspective of what makes sense in defi, decentralized social, identity, and elsewhere, what would you write? At least take the step of marking all path-dependence concerns down to zero, pretend for a brief moment that the Ethereum chain today has exactly zero usage and you're the one suggesting or building the first apps, and see what comes out. Do this even if you're the one building today's existing apps. This is how Ethereum can grow back stronger.