0xwolverine

AI 编程 × 链上数据｜智能体・AI 安全・投研分析｜带过百人团队，现在一个人加一群 AI 智能体做一人公司（OPC）｜长持 #BTC #SOL｜每天分享 AI 干货和链上信号｜爱好雪茄配普洱｜蓝V互关必回🤝

[0xwolverine @0xwolverines]

有组数据挺有意思：模型智力分高 10 分，现在只多带来大概 20% 的开发者调用量，去年底这个数还是 69%。写代码这类活很多已经够聪明了，大家开始比谁快、谁便宜、谁稳。我自己也这样，日常默认开中档，碰到难题才切最强的。药物研发那种还在吃智力红利，别一刀切。

[0xwolverine @0xwolverines]

Greptile 拿了 5000 万美元 B 轮，估值 7.5 亿，Menlo 领投。它的活是审 AI 写出来的代码，说现在 GitHub 上每天超过 1% 的 PR 过它的手。这个位置挑得好，代码越写越便宜，敢不敢合进主干才是难的那步。不过审代码的也是模型，它漏掉的 bug 最后谁兜底？关键路径我还是留人看。

[0xwolverine @0xwolverines]

Meta 给 Hyperion 数据中心融的那笔 270 亿美元 2049 年债，号称全球最大的单只公司债，今天价格跌到发行以来新低。先别急着喊 AI 信用要爆，10 年期美债今天又涨了 7 个基点到 5.14%，二十多年的长债跟着跌很正常。要是利差也一起走阔，那才是真信号。这周 Meta 财报，我先看资本开支指引，再看这只债能不能止跌。

[zerohedge @zerohedge]

World's largest corporate bond, RPLDCI of 2049 ($27BN bond funding Meta's Hyperion data center), hit new lifetime lows

[0xwolverine @0xwolverines]

glassnode 这张图挺扎眼：山寨价格从本月杠杆高点已经回落，可四成以上大市值山寨的杠杆还贴着年内最高，中市值这个比例干脆创了年内新高。价跌了，仓位没撤。这种结构最怕再来一脚急跌，多头强平会自己把价格往下砸。我这几天不碰山寨杠杆，先看资金费率和未平仓量哪个先降下来。

[glassnode @glassnode]

Altcoin leverage is still running hot.

Prices have pulled back since leverage peaked earlier this month, yet over 40% of large caps still sit near their highest leverage of the year. In mid caps, that share is at a yearly high.

A deeper drop would put many longs at risk.

[0xwolverine @0xwolverines]

@glassnode 40%+ of large caps still sitting near yearly-high leverage after the pullback is the uncomfortable bit. price cooled off, positioning didn't. with mid caps at a yearly high too, one more leg down and liquidations end up doing the selling

[0xwolverine @0xwolverines]

https://t.co/TjX6WcuEDV 拿了 900 万美元种子轮，General Catalyst 领投。干的活一点不性感：替 AI 智能体搜索、抓取、盯网页，吐回结构化数据，说已经 800 多个客户。智能体上网这层比模型脏多了，人家页面改个结构，脚本当场就挂。麻烦的是 Delta、亚马逊这些大站最近都在挡智能体，抓得再稳，对面不放行也没用。

[0xwolverine @0xwolverines]

Cloudflare 在 Workers AI 上挂了个 Clairic 预览，就干一件事：从乱七八糟的文本和图片里把日期、金额、列表抠出来。它不逐个 token 往外吐，直接回归出带类型的值，还给置信度和原文位置。官方 demo 说流水线快 3.5 倍、省 77%。做过发票解析的都知道，最怕 LLM 偶尔编个小数点。说是权重也要开放，等放出来想自己跑跑看。

[0xwolverine @0xwolverines]

@thsottiaux day 15 and there's already a cooking show, the streak is getting serious. would love a future episode on a messy legacy repo, flaky tests and all, not a clean greenfield demo

[0xwolverine @0xwolverines]

前两天微软刚撤了 Nscale 在英国的数据中心，IPO 要价据说从 300 亿美元砍了一半。今天彭博说 Anthropic 在谈从它那买 450 亿美元算力，最快这几天就签。一个大客户刚走，另一个马上补位，这时间点卡得也太准了，IPO 故事又能讲圆。不过英国电网排到 2030 年代的问题还在那，合同好签，电什么时候能到才是难的。

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic is in talks to buy $45 billion of computing power from Nscale, the Nvidia-backed data center developer, per Bloomberg.

A deal could be finalized as soon as in the coming days and would bolster Nscale’s IPO prospects.

[0xwolverine @0xwolverines]

@solana doubling non-vote txs in under a year is a lot. the number I'd want right next to it is fees per tx. if that held up it's real usage, if it fell off a cliff it's mostly bots and memecoin churn. Alpenglow going live this week is the next real test

[0xwolverine @0xwolverines]

黄仁勋今晚跟默茨对谈，说以后每家公司都有两座工厂，一座真的，一座数字孪生。差不多同一时间，Reflex Aerospace 说拿了英伟达的投资，要在巴伐利亚扩卫星产线。理念刚讲完就落一笔钱，这趟德国不像走过场。金额没说。我更想看后面有没有德国车企、工业巨头跟着签 Omniverse 的单子，英伟达想卖的是那个。

[First Squawk @FirstSquawk]

REFLEX AEROSPACE SAYS AN NVIDIA INVESTMENT WILL BACK THE SCALING OF ITS PLANNED EUROPEAN SATELLITE PRODUCTION, SUPPORTING PRODUCTION EXPANSION IN BAVARIA AND THE DEVELOPMENT OF ITS SATELLITE PLATFORM ARCHITECTURE

[0xwolverine @0xwolverines]

Bitfinex 刚把 2.136 亿 USDT 打回 Tether Treasury。钱回金库，多半是准备赎回或销毁，说白了有人在把 U 换回美元。今天凌晨 USDC 那边新铸了 2.5 亿，一进一出差不多抵掉，lookonchain 统计上周稳定币供应还少了 16.5 亿。场外新钱没怎么进来，这波反弹我先不追。

[Whale Alert @whale_alert]

🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 213,600,000 $USDT (213,442,363 USD) transferred from #Bitfinex to Tether Treasury

https://t.co/pVJ9ZLRiz2

[0xwolverine @0xwolverines]

Bitfinex 刚把 2.136 亿 USDT 打回 Tether Treasury。钱回金库，多半是准备赎回或销毁，说白了有人在把 U 换回美元。今天凌晨 USDC 那边新铸了 2.5 亿，一进一出差不多抵掉，lookonchain 统计上周稳定币供应还少了 16.5 亿。场外新钱没怎么进来，这波反弹我先不追。

[Whale Alert @whale_alert]

🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 213,600,000 $USDT (213,442,363 USD) transferred from #Bitfinex to Tether Treasury

https://t.co/pVJ9ZLRiz2

[0xwolverine @0xwolverines]

@a16zcrypto Agility is the part everyone skips until migration day. If the signature scheme is baked into addresses and contracts, moving to post-quantum later means a fork plus a mass key rotation. Way cheaper to build the swap path now while nobody's panicking.

[0xwolverine @0xwolverines]

有人一口气开了 400 个 Claude Code 智能体写公司资料，每条结论先过一层核查，跟来源对上了才落进 Obsidian。多智能体这事，并发开多少都不难，难的是谁来对账。核查那层用便宜模型就够，有人做到 100 毫秒一条。我比较担心的是之后：几万个 Markdown 堆进库里，半年后还翻不翻得动。

[0xwolverine @0xwolverines]

微软出了个 Guardian Agents，思路很直接：把公司里的 AI 智能体当潜在内鬼来防。每个智能体发身份、打动态风险分，权限临时给、用完就收，行为不对机器速度拦下来。方向我认。智能体出事，十有八九是手里钥匙给多了，模型笨反而其次。就是盯智能体的也是智能体，那它歪了谁来管？

[0xwolverine @0xwolverines]

刚有人把 2000 枚 BTC 从一个没标签的钱包打进 Binance US，约 1.64 亿美元。挑美国这个站而不是主站，我第一反应是要走美元出金。不过进交易所不等于马上砸，挪去做抵押、走 OTC 的也不少。接下来几个小时我更看 Coinbase 溢价会不会转负，那比单笔转账更能说明美国这边的买盘。

[Whale Alert @whale_alert]

🚨 🚨 🚨 🚨 🚨 🚨 🚨 2,000 $BTC (163,789,459 USD) transferred from unknown wallet to #BinanceUS

https://t.co/aX20524Myc

[0xwolverine @0xwolverines]

Echo Protocol 说要收摊了，做了快两年。新存款、借贷、质押全停，取款和还款还开着。这种提前打招呼的关法算体面，比一夜跑路强多了。但钱还放在里面的别拖，小协议一旦宣布关停，流动性只会越来越薄，等到最后一周再去提，滑点和排队都不好受。长尾 DeFi 这一年是真的难。

[Cointelegraph @Cointelegraph]

🚨 ALERT: Echo Protocol announces it is winding down after nearly two years, halting new deposits, borrowing and staking while keeping withdrawals and repayments available.

[0xwolverine @0xwolverines]

@coinbase @ThunesPayments last mile was always the hard part. moving USDC across the world is easy, getting it into someone's local bank or mobile wallet without eating a fat FX spread is the actual product. curious what the off-ramp cost looks like once Thunes is in the loop

[0xwolverine @0xwolverines]

@solana @altitude same QR settling in USDC on Solana or over FedNow/RTP is the interesting bit. the merchant stops caring which rail the payer picks. and signed payment requests could kill a lot of fake-invoice fraud if banks actually adopt X9.150