DanielTao.eth

自由身的产品经理，#defi, #mev, #ethereum, #solana

[H.E. Justin Sun 👨‍🚀 🌞 @justinsuntron]

https://t.co/nLMTwWr67Z

[Voice Cursor @VoiceCursor]

Every dictation tool makes the same deal:
Voice writes the draft.
The keyboard fixes it.
That never made sense to us.
So we built Intelligent Editing. Just say what you want changed—and Voice Cursor changes it.
Introducing Voice Cursor 1.0:
https://t.co/v06uhy8PEz
Watch it in action ↓

[DanielTao.eth @DanielTao7]

Trading的第一部即使数据。高质量的数据infra就好比AI时代的丝绸之路。

[Elon Musk @elonmusk]

Nonetheless, it is true.

[DanielTao.eth @DanielTao7]

请警惕这个假账号！

[vitalik.eth @VitalikButerin]

Two weeks ago, Ethereum researchers met in Berlin to continue charting the protocol's long-term trajectory, following along discussions with client teams in Svalbard in April.

The updated strawmap is at https://t.co/9e2AQ6rhz6, and I attached a picture of it to this post.

My own high-level takeaways:

* "Lean Ethereum" is not a single one-shot upgrade, it is a collection of improvements that will come online to the Ethereum network over the course of three or four years. But make no mistake, this IS the third major iteration of Ethereum in the same way that the Merge was the second. Almost every major piece of the protocol will be replaced:

- Verification through recursive STARKs, rather than direct re-execution. Recursive STARKs become an enshrined first-class core component of the protocol
- Replacing everything quantum-vulnerable with quantum-safe alternatives
- Consensus: decoupled available chain and finality, one or two-round finality. Theoretically optimal security properties, simpler than today, and faster than today
- Multidimensional gas
- State: not just tree structure, but what *types* of state are available
- Changes to client architecture
...

At the same time, simplification, cleanup and future-proofing. And this will all be done in a way that minimizes disruption to existing application. We've done this before (the Merge), we can do it again.

* H-star (aka Hegota) is probably Ethereum's last thematically "pre-Lean" fork. Starting from I-star, most of everything we do will have a very strong "Lean" feel to it in one way or another.

* Privacy is no longer an afterthought, it is a first class goal. When designing Frames, the mempool, additions to the state tree, we explicitly ask the question "okay, how do quantum-safe, intermediary-free privacy protocol transactions go through this, and what is the overhead?"

* Formal verification of everything for security.

* FV also makes us much more comfortable with canonicalization (having pieces of the protocol that are directly defined as a piece of bytecode expressed in some language). evm-asm is being written in part to become a canonical proof system for the EVM.

* Quantum safety has shifted up a LOT in priority. This adds a lot of work (eg. finalizing a quantum-safe blobs design has become urgent; this work has already been ongoing for months)

* Probably the single most disruptive part of the plan is the changes to state. There is growing consensus around leaving present-day-style "dynamic state" mostly unchanged, but scaling it only a medium amount, and adding new types of state that are more scalability-friendly (eg. no need for builders to sync/store all of it) but more restrictive, and that will scale a large amount.

eg. possible Ethereum in 2030: 2 TB of present-day-style (dynamic) state, and 100 TB of new-style (scalable but restrictive) state

This "new-style" state would work very well for ERC20s, NFTs, many defi use cases, but not eg. highly "central" objects like Uniswap contracts, or onchain order books, or other complex things (which are crucial for Ethereum but which only take up a small percentage of state)

Hence, it will not be *necessary* to rewrite any apps, but it will be *very cost-effective* to eg. rewrite an ERC20 token into a newer design that uses a new type of UTXO storage that is currently being explored, so that it will have >10x lower txfees.

Design of these new state types (current ideas: keyed nonces, ring buffers, UTXOs, statically accessible state, temp state) is an area where we will need a lot of feedback from application developers (incl. privacy-friendly application developers) and probably several rounds of rethinking and iteration.

* In the context of a much larger total state size, we need to figure out the incentive issues around who stores this state and what motivates them to. Even saying "each node stores 1%" is not good enough - why do they store that 1% and why are they willing to serve it? This is being elevated as a first-class research area.

* Ethereum will need to have a "VM" other than EVM in one form or another - at the very least, we need something like leanISA for recursive STARKs - and the gains are large in exposing it to users so that we support programmable privacy and better scalability. Right now, the most likely contenders are leanISA and RISC-V.

My own ideal is that in this world, we adjust the protocol so that the EVM becomes a high-level-language compiler-level feature, and the protocol only "sees" RISC-V / leanISA directly. But this is still far away.

* Gas limit increases, blob increases and slot time decreases will happen many times over the next ~5 years. We expect a large gas limit increase with Glasterdam. Each step of increased scale or decreased slot time is a matter of getting to the point where it is safe to do it, which comes from a combination of client optimization and protocol changes.

Ethereum is CROPS.

Ethereum is scaling.

Ethereum is reinventing itself.

Onward.

[DanielTao.eth @DanielTao7]

来了个大的

[Open Standard @openstandard]

Introducing Open USD: a stablecoin built for the internet economy, designed by the businesses growing it.

https://t.co/jqgDRs6mKf

[DanielTao.eth @DanielTao7]

Solana $SOL持币的朋友看到这推内心什么感受

[OpenAI @OpenAI]

Sol is our new flagship and a step function better than GPT-5.5.

Terra delivers performance competitive to GPT-5.5 at 2x lower cost.

Luna is our most cost-efficient model, delivering strong capability at our lowest cost.

Together, the GPT-5.6 family gives people and developers more choice in how they balance intelligence, speed, and cost.

[DanielTao.eth @DanielTao7]

$STRC 跌破 $90 的核心不是普通回调，而是 Strategy/ $MSTR 融资飞轮的信用端开始被重新定价。

[十一Eleve @EleveResearch]

「区块链不存在黑客，我的朋友」

监守自盗畜生项目 @Humanityprot $H 纯粹自己砸盘

回顾一下全流程

第一阶段：资金归集。

从 6 月 5 日到 6 月 8 日晚，几个相关地址陆续从 Bybit、Bitget、Gate、MEXC、Kucoin 提取了约 29M 枚 $H

与此同时，市场上出现了“项目方要直接场外 OTC 下一次解锁代币”的消息

一边从交易所提币，一边放出 OTC 消息，一边盘面插针拉盘清理空头

这套动作，把多头骗的团团转

为什么要提出来？

因为如果直接在交易所恶意砸盘，交易所可能封控账号、冻结资金

弃盘的项目，最重要的动作就是先把币和资金从交易所里挪出来
——————

第二阶段：ETH 链持续砸盘

凌晨几个资金归集地址将 29M 枚 $H 转入主要出货地址

随后，这部分代币开始在 ETH 链上持续抛售

第一批 29M 砸完后，背后更大的主地址继续补币

最大出货地址一共涉及约 140M 枚 $H 的抛售

整个过程中，主要通过链上 MEV 形式不断“挂单”卖出

更有意思的是，几次出货中断后，币价都会出现反弹

项目方停止砸五分钟，市场反弹三十个点
——————

第三阶段：合约开空

Binance 合约和链上现货开始脱锚

主力在30秒内通过多笔40M市价空单追加空头仓位

链上还在一分钟 10WU 的砸盘，合约被接盘的框框拉了 60%
——————

第四阶段：BSC 归零

后续 BSC 上又 Mint 出 100M 枚 $H

现在还在砸呢，不嫌池子小，能多赚点挺好的

——————
几个观察：

「散户真的很能接盘」
过程中几次砸盘暂停几分钟，价格都能反弹 30% 左右

「套利资金吃得很舒服」
项目方不敢直接在所内砸，所内价格主要靠套利搬砖同步过去，有个地址往小韩所搬砖爽死了，做机器人接市价大额单子的针也很爽

「项目方脸皮真的厚」
Rug 了还能说被盗
从五个交易所提出来都可以直接报警查 KYC 了
关键是 ETH 的地址还交互上了
纯不要脸的坏种

「年纪大了通宵不动了」
这些畜生币最喜欢在后半夜恶心国人了
身体到现在还没缓过来

——————
主要出货地址：
0x9e995952ef7665b243eeef0693acd7fed7150504

资金归集地址：
0xb13d0532bf30d465447bfa5244492ff826f9a3cd
0x805e426cd99367e57c11cfee89cd6de3544d1580
0x0fd9c51999ae46a0e1b21a235e0a529bbcc4612a

最大出货地址：
0xd1ea823d421e0c829ee11f772af487fd352678ea

BSC 砸盘归零地址：
0x6aa22cb8420e94fc2119364b4c7885710ae753bb

[DanielTao.eth @DanielTao7]

这个所谓黑客攻击，会不会是不是自导自演呢？

[Ai 姨 @ai_9684xtpa]

币圈荒诞轶事+1

> Hex Trust 关联实体在链上疯狂提币
> 投资人代币原定 06.26 一次性解锁
> 项目方前阵子还在场外收币
> KOL 轮纸面百倍回报率

今天：黑客攻击，H 链上币价近乎归零

[DanielTao.eth @DanielTao7]

下周去湾区。
见见老朋友，也认识些新朋友。
#blockchian #MEV #trading #AIart️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️
PS:
📉 我的朋友们都做空 $BTC 了吧？至少没多开高杠杆
📦 有除了我之外被 $LAB 割的没？

[DanielTao.eth @DanielTao7]

很多时候指标早就给到我们了

[DanielTao.eth @DanielTao7]

当上周在 #Consensus 的时候看到Eric Trump和Micheal Salyor努力传销自己的挖矿公司和 $MSTR 我已经觉得当时 bitcoin:native 是在最后一舞了。这次我站在 @wolfyxbt 一边

[DanielTao.eth @DanielTao7]

每一次币圈的大地震必然伴随某一个交易所的黑天鹅事件，这个是否会成为这轮的导火索呢

[火币六爷 @HTX_Molly]

昨天，加密行业发生了一件前所未有、也令人心情复杂的事情。

过去，当一家 CEX 出现负面消息时，用户至少还有一个最基本的权利——他们可以自由地把自己的资产转移到其他平台。

但这一次，很多用户突然发现：

他们不是不能离开 HTX，
而是“无处可去”。

由于 HTX 被卷入英国方面的一项制裁争议，部分第三方风控与安全系统，对所有与 HTX 存在资金往来的地址进行了大范围、无差别的风险标记。

很多用户只是正常地进行充提、交易，却因此被限制资金流动、限制交易，甚至出现了仅仅因为向 HTX 充值，就导致其在原平台账户资产被冻结的极端情况。

如此大规模、无差别地将普通用户卷入风控之中，在整个行业历史上，都是极其罕见的。

而最令人难受的是：

现在，HTX 平台本身一切正常。
交易正常、充提正常、OTC 正常，我们甚至一直在努力维持 OTC 的稳定价格，保障用户能够顺利提现。

但“不正常”的，反而变成了用户。

这是一个非常荒诞、也非常值得整个行业关注的现象。

因为这件事真正受到冲击的，不只是 HTX。
而是整个加密行业最珍贵的东西：
用户的信任。

这些用户并不只属于 HTX。
他们也在 Binance、OKX、Bybit、Coinbase，甚至更多平台交易。

他们属于整个行业。

如果一家平台出现问题，正常的逻辑应该是针对平台本身采取措施，而不是让普通用户承担外溢代价，更不应该让用户在毫不知情的情况下，被整个行业“集体误伤”。

目前，HTX 的充提功能依然正常。
用户虽然无法顺利转入部分交易所，但仍然可以提币到链上。

但说实话：

如果最终，所有用户都只能选择把资金提到链上，或者通过 OTC 离场，
那将不是 HTX 的失败，而是整个 CEX 行业信任体系的失败。

因为这意味着：

用户开始相信，任何一家中心化交易所，都可能在某一天失去“互通性”。

对于已经身处寒冬、极度缺乏信心的加密行业来说，这无疑是一次沉重打击。

说一句并不想说的话：

币圈可以没有 HTX，
但绝不能失去用户对整个行业的信心。

在这里，我们也郑重声明：

HTX 始终积极拥抱合规，并愿意配合所有相关方进行审查与沟通，推动误会尽快解除。

我们理解每一家交易所都必须遵守合规要求。
但与此同时，我们也希望行业能够共同保护用户，而不是让普通用户成为系统误判的代价。

因此，我们向所有行业伙伴发出两个真诚的呼吁：

1、希望各交易所能够共同向第三方安全与风控平台反馈当前用户所面临的问题

包括：

被误标记
资金流动受限
正常交易受影响
账户被冻结等情况

并通过数据化反馈，推动相关机构尽快修复问题，同时进一步完善行业风控机制，避免类似事件再次发生。

⸻

2、希望各交易所能够尽快优化针对 HTX 用户的风控逻辑

对于来自 HTX、但行为正常、资金来源清晰的用户，希望能够建立更加精准、更加合理的审核机制，保障普通用户的资金安全与正常流动。

在这一过程中，HTX 也一定会全力配合。

⸻

最后，我们也想对所有依然相信 HTX、资产仍留在 HTX 的用户说一句：

谢谢你们。

请放心，HTX 不会跑路。
我们不会逃避，也不会消失。

我们会一直站在这里，
直到所有问题真正解决为止。

[DanielTao.eth @DanielTao7]

@DeFi8362 还有人记得EOS？

[Elon Musk @elonmusk]

The latest 𝕏 algorithm has been published to GitHub
https://t.co/ZCOm51uxmh

[DanielTao.eth @DanielTao7]

老川的赢学文学水平之高，真是令人敬佩

[Commentary Donald J. Trump Truth Social Posts On X @TrumpTruthOnX]

When President Xi very elegantly referred to the United States as perhaps being a declining nation, he was referring to the tremendous damage we suffered during the four years of Sleepy Joe Biden and the Biden Administration, and on that score, he was 100% correct. Our Country suffered immeasurably with open borders, high taxes, transgender for everybody, men in women’s sports, DEI, horrible trade deals, rampant crime, and so much more!
President Xi was not referring to the incredible rise that the United States has displayed to the world during the 16 spectacular months of the Trump Administration, which includes all-time high stock markets and 401K’s, military victory and thriving relationship in Venezuela, the military decimation of Iran (to be continued!) — Strongest military on earth by far, economic powerhouse again, with a record 18 trillion dollars being invested into the United States by others, best U.S. job market in history, with more people working in the United States right now than ever before, ending country destroying DEI, and so many other things that it would be impossible to readily list. In fact, President Xi congratulated me on so many tremendous successes in such a short period of time.
Two years ago, we were, in fact, a Nation in decline. On that, I fully agree with President Xi! But now, the United States is the hottest Nation anywhere in the world, and hopefully our relationship with China will be stronger and better than ever before!

( TruthSocial: May 14 2026, 5:42 PM ET )​​​‍​​‌‍​​‌‍​​​​​​​‌‍​​​​​​‌‍​​​​​​​​‌‍​​​​​​‌‍​​‌‍​‌‍​​​​​‌‍​​​​​‌‍​‌‍​​‌‍​​​​​​​​​​‌‍​​‌‍​​​​​​​​‌‍​‌‍​​​​​​‌‍

[SpaceXAI @SpaceXAI]

An early beta of Grok Build, an agentic CLI for coding, building apps, and automating workflows is now available for SuperGrok Heavy subscribers.

Through this early beta, we will improve the model and product based on your feedback.

Try it at https://t.co/bpTHpjivWD

[DanielTao.eth @DanielTao7]

https://t.co/SqJJ1pgrj4

[DanielTao.eth @DanielTao7]

说实话，当我看到Eric Trump和Michael Sloyer那么卖力，真为市场担忧

[DanielTao.eth @DanielTao7]

当上周在 #Consensus 的时候看到Eric Trump和Micheal Salyor努力传销自己的挖矿公司和 $MSTR 我已经觉得当时 bitcoin:native 是在最后一舞了。这次我站在 @wolfyxbt 一边