CS

[CS @cary_sheng]

特别全面的思考。特别是“时间差”三个字。很多事情能不能成功都在于是不是精准切到“时间差”，成功的那个就形成了“幸存者偏差”

[qinbafrank @qinbafrank]

https://t.co/lo0t47o0qc

[CS @cary_sheng]

可能的杠杆和波动都是表象，核心还是是否被操纵，是否合规。本就脆弱且缺乏信任的体系，最后会不会引发系统性风险。

[Kai @cams_kai]

https://t.co/hZvvLVGj8W

[CS @cary_sheng]

@haocrypto101 快教教

[CS @cary_sheng]

衣带渐宽人消瘦…90斤都没了

[vitalik.eth @VitalikButerin]

Two years ago, I wrote this post on the possible areas that I see for ethereum + AI intersections: https://t.co/y8G3MD5APF

This is a topic that many people are excited about, but where I always worry that we think about the two from completely separate philosophical perspectives.

I am reminded of Toly's recent tweet that I should "work on AGI". I appreciate the compliment, for him to think that I am capable of contributing to such a lofty thing. However, I get this feeling that the frame of "work on AGI" itself contains an error: it is fundamentally undifferentiated, and has the connotation of "do the thing that, if you don't do it, someone else will do anyway two months later; the main difference is that you get to be the one at the top" (though this may not have been Toly's intention). It would be like describing Ethereum as "working in finance" or "working on computing".

To me, Ethereum, and my own view of how our civilization should do AGI, are precisely about choosing a positive direction rather than embracing undifferentiated acceleration of the arrow, and also I think it's actually important to integrate the crypto and AI perspectives.

I want an AI future where:

* We foster human freedom and empowerment (ie. we avoid both humans being relegated to retirement by AIs, and permanently stripped of power by human power structures that become impossible to surpass or escape)
* The world does not blow up (both "classic" superintelligent AI doom, and more chaotic scenarios from various forms of offense outpacing defense, cf. the four defense quadrants from the d/acc posts)

In the long term, this may involve crazy things like humans uploading or merging with AI, for those who want to be able to keep up with highly intelligent entities that can think a million times faster on silicon substrate. In the shorter term, it involves much more "ordinary" ideas, but still ideas that require deep rethinking compared to previous computing paradigms.

So now, my updated view, which definitely focuses on that shorter term, and where Ethereum plays an important role but is only one piece of a bigger puzzle:

# Building tooling to make more trustless and/or private interaction with AIs possible.

This includes:

* Local LLM tooling
* ZK-payment for API calls (so you can call remote models without linking your identity from call to call)
* Ongoing work into cryptographic ways to improve AI privacy
* Client-side verification of cryptographic proofs, TEE attestations, and any other forms of server-side assurance

Basically, the kinds of things we might also build for non-LLM compute (see eg. my ethereum privacy roadmap from a year ago https://t.co/KdsQbpIkF9 ), but for LLM calls as the compute we are protecting.

# Ethereum as an economic layer for AI-related interactions

This includes:

* API calls
* Bots hiring bots
* Security deposits, potentially eventually more complicated contraptions like onchain dispute resolution
* ERC-8004, AI reputation ideas

The goal here is to enable AIs to interact economically, which makes viable more decentralized AI architectures (as opposed to non-economic coordination between AIs that are all designed and run by one organization "in-house"). Economies not for the sake of economies, but to enable more decentralized authority.

# Make the cypherpunk "mountain man" vision a reality

Basically, take the vision that cypherpunk radicals have always dreamed of (don't trust; verify everything), that has been nonviable in reality because humans are never actually going to verify all the code ourselves. Now, we can finally make that vision happen, with LLMs doing the hard parts.

This includes:

* Interacting with ethereum apps without needing third party UIs
* Having a local model propose transactions for you on its own
* Having a local model verify transactions created by dapp UIs
* Local smart contract auditing, and assistance interpreting the meaning of FV proofs provided by others
* Verifying trust models of applications and protocols

# Make much better markets and governance a reality

Prediction and decision markets, decentralized governance, quadratic voting, combinatorial auctions, universal barter economy, and all kinds of constructions are all beautiful in theory, but have been greatly hampered in reality by one big constraint: limits to human attention and decision-making power.

LLMs remove that limitation, and massively scale human judgement. Hence, we can revisit all of those ideas.

These are all things that Ethereum can help to make a reality. They are also ideas that are in the d/acc spirit: enabling decentralized cooperation, and improving defense. We can revisit the best ideas from 2014, and add on top many more new and better ones, and with AI (and ZK) we have a whole new set of tools to make them come to life.

We can describe the above as a 2x2 chart. There's a lot to build!

[CS @cary_sheng]

“所谓认知范围是倒因为果，赚到钱了就是有认知，做错了就是认识不到位，彻底是废话”太喜欢了

[CS @cary_sheng]

I don't trust tech itself. should be combined with the system controls.

[吴说区块链 @wublockchain12]

《慢雾：区块链应用中常见的密码学风险》慢雾总结了 Web3 项目中高频出现的密码学误用风险，指出许多严重安全事件源于随机数、签名、哈希和加密模式等基础实现错误，而非复杂攻击。

[CS @cary_sheng]

支付算是入门级，引入“前置信用体系”的承兑，想象空间就大了。底层都利用了去中心化的优势

[Phyrex @PhyrexNi]

很多小伙伴认为稳定币的重要发展是在支付领域，我觉得这是最大的错误，如果是支付领域，稳定币的对手就是法币，稳定币能干掉法币吗？显而易见是不可能的，起码我能看到的未来都是不可能的，如果能干掉法币的一天就说明世界的秩序被重构了，那还需要稳定币干嘛。

稳定币最大的功能应该是在承兑上，计价和风险对冲的领域，未来的稳定币结构很有可能不是单一的法币计价，比如美元，而是多法币或者是多币种承兑的计价方式。

比如说未来的计价方式是 1 稳定币单位等于 1个 单位的电力，或者是 1 稳定币单位等于 1个单位的 USD + EUR + CNY + JPY + SGD 这种方式。

@bitget VIP，费率更低，福利更狠

[CS @cary_sheng]

我只热衷于x402

[吴说区块链 @wublockchain12]

吴说获悉，Coinbase CEO Brian Armstrong 发推表示，x402 的采用正在快速增长，过去 30 天内已促成超过 5000 万美元的交易量。https://t.co/zcPkA9jGhs

[Brian Armstrong @brian_armstrong]

x402 adoption is taking off, enabling $50M+ in transactions over the last 30 days.

[Merkle3s Capital @Merkle3sCapital]

https://t.co/oOiyUk71J3

[CS @cary_sheng]

x402，AI+crypto，很好的利用了两者最突出的技术优势。

[qinbafrank @qinbafrank]

新时代的科技经济学，9月在Uweb分享时提到一个新时代科技经济学的概念开始被最近大热的x402慢慢变成现实，一个月前在机器经济的这篇推文里聊到https://t.co/Ivqj0h2sX2：x402 作为 AP2 的首批扩展之一，让 Agent 可以：
为自己的服务收费
向其他 Agent 付款
代表用户自动处理微支付
那些原本需要人工审核的任务，比如数据抓取付费、微任务结算，现在 Agent 可以自动完成了。。当 Agent 有了钱包，它就不再只是一段代码，而将成为经济网络中的一个真正独立实体，一个全新金融系统正在形成。

带来了全新的可能性：
按使用付费的低摩擦支付，创建 Agent 运营的服务，探索完全由 Agent 驱动的微观经济。这标志着 AI 与金融系统的深度融合，可以说是AI金融化的里程牌事件，可能重塑全球支付格局。应该说机器经济时代正式来临了！

早在23年9月，应该是中文推上最早畅想过AI跟crypto的结合：“AI用crypto去激励其他bot、agent甚至激励人类，那么Agent、Bot未来通过智能合约来交互应该也不是幻想”都在慢慢变成现实。

那何为新时代的科技经济学？个人理解是：
那就是人工智能AI真正成为生产力；
区块链时生产关系加密是新资本范式；
数据成为生产资料；
云计算称为生产工具；
5G、物联网就是自然环境；
最后算法来定义驱动生产方式，Agent/Bot就是数字经济里虚拟和现实的两大触角。这就是未来新时代科技经济学学。

在未来的科技经济学里：
很可能演变为三分之二长在链下，三分之一长在链上，链上与链下高度融合，相互激发和促进。
人与人的交互只会创造一部分的经济价值，越来越大比例的经济价值将通过人与机（AI和具身智能）的交互以及机与机的交互来创造。

[DiscusFish @bitfish]

当AI学会花钱：从x402到AP2，再到ERC-8004，探索如何让Agent成为真正的经济主体

[CS @cary_sheng]

现有业务支撑，才有传统金融资产（股价，市值等）支撑；有了基本面，币价才有稳固支撑。再通过tokenomics来加强业务支撑。这样才能循环起来

[qinbafrank @qinbafrank]

从币市角度，我们叫上链，把传统金融资产往链上搬；但是从政策制定者来看应该是重构，资产全部上链甚至未来直接在链上发行、募资、交易。那再说“上链”已经并不恰当，更准确的说法应该是“融合”，未来会变成一个整体而不是割裂来看。我们过往熟悉的很多山寨token慢慢会看不到了，更多涌现的是有实际业务支撑、有基本面支撑的、甚至能享受权益的各种token（也是链上原生的）出来，在此之上衍化出各种玩法和新的资产类型。

[CS @cary_sheng]

这才是crypto native
rwa只是代币化，加入更多参与方
但是创新还是要更native一下…本来就是新资产大类，证不证券的定义也可以改一改了

[CS @cary_sheng]

@haocrypto101 其实管好法币的出入金端（支付机构做kyc和aml),未来税务局拿得到相关数据，其他都属于画蛇添足…钱包内转移根本不需要搞那么复杂，交易所已经完成这些。

[CS @cary_sheng]

沟通真tm费劲

[CS @cary_sheng]

人生就是不断毒打……不断打…打醒为止

[CS @cary_sheng]

做正确的事，不做数字的奴隶。✊

[CS @cary_sheng]

清明节，能被人挂念是幸福的