kWs

From #data #analytics in #Web2 to #DeFi development in #Web3

[kWs @kwswk]

@nickscamara_ @firecrawl please make it available to cpu only machines too. that would be a game changer!

[Greg Brockman @gdb]

Software development is undergoing a renaissance in front of our eyes.

If you haven't used the tools recently, you likely are underestimating what you're missing. Since December, there's been a step function improvement in what tools like Codex can do. Some great engineers at OpenAI yesterday told me that their job has fundamentally changed since December. Prior to then, they could use Codex for unit tests; now it writes essentially all the code and does a great deal of their operations and debugging. Not everyone has yet made that leap, but it's usually because of factors besides the capability of the model.

Every company faces the same opportunity now, and navigating it well — just like with cloud computing or the Internet — requires careful thought. This post shares how OpenAI is currently approaching retooling our teams towards agentic software development. We're still learning and iterating, but here's how we're thinking about it right now:

As a first step, by March 31st, we're aiming that:

(1) For any technical task, the tool of first resort for humans is interacting with an agent rather than using an editor or terminal.
(2) The default way humans utilize agents is explicitly evaluated as safe, but also productive enough that most workflows do not need additional permissions.

In order to get there, here's what we recommended to the team a few weeks ago:

1. Take the time to try out the tools. The tools do sell themselves — many people have had amazing experiences with 5.2 in Codex, after having churned from codex web a few months ago. But many people are also so busy they haven't had a chance to try Codex yet or got stuck thinking "is there any way it could do X" rather than just trying.
- Designate an "agents captain" for your team — the primary person responsible for thinking about how agents can be brought into the teams' workflow.
- Share experiences or questions in a few designated internal channels
- Take a day for a company-wide Codex hackathon

2. Create skills and AGENTS[.md].
- Create and maintain an AGENTS[.md] for any project you work on; update the AGENTS[.md] whenever the agent does something wrong or struggles with a task.
- Write skills for anything that you get Codex to do, and commit it to the skills directory in a shared repository

3. Inventory and make accessible any internal tools.
- Maintain a list of tools that your team relies on, and make sure someone takes point on making it agent-accessible (such as via a CLI or MCP server).

4. Structure codebases to be agent-first. With the models changing so fast, this is still somewhat untrodden ground, and will require some exploration.
- Write tests which are quick to run, and create high-quality interfaces between components.

5. Say no to slop. Managing AI generated code at scale is an emerging problem, and will require new processes and conventions to keep code quality high
- Ensure that some human is accountable for any code that gets merged. As a code reviewer, maintain at least the same bar as you would for human-written code, and make sure the author understands what they're submitting.

6. Work on basic infra. There's a lot of room for everyone to build basic infrastructure, which can be guided by internal user feedback. The core tools are getting a lot better and more usable, but there's a lot of infrastructure that currently go around the tools, such as observability, tracking not just the committed code but the agent trajectories that led to them, and central management of the tools that agents are able to use.

Overall, adopting tools like Codex is not just a technical but also a deep cultural change, with a lot of downstream implications to figure out. We encourage every manager to drive this with their team, and to think through other action items — for example, per item 5 above, what else can prevent a lot of "functionally-correct but poorly-maintainable code" from creeping into codebases.

[Tz @Tz_2022]

这是是到目前为止我看到过的最喜欢，最有生命力的 AIGC 生成视频~

[kWs @kwswk]

@SCSsoftware #ReadyForGreece

[dontbesilent @dontbesilent]

4/n

在通胀分析方面，付鹏采用了独特的分析框架。他不看CPI整体数据，而是特别关注扣除食品和能源的核心通胀。他认为这更能反映实际的消费需求，因为吃饭这件事总要解决，而其他消费才能反映真实的经济状况。这个观点在当前的经济分析中很少被提及。

对于资本市场的运作机制，付鹏描述了一个有趣的现象。他认为中国的资本市场往往在经济最差的时候政府出手最积极，出现"经济越差，股市越好"的反常现象。这种现象的本质是政策对市场的强力干预，但这种干预本身也反映了经济的实际状况。

在分析年轻人就业问题时，付鹏提出了深刻见解。他认为清北等顶尖高校扩大硕士招生比例（1:3，即5000本科，15000硕士）实际上是在延缓就业压力。这不仅反映了就业市场的严峻现实，也暗示了教育体系正在向研究生教育倾斜。

关于数字经济，付鹏特别提到了平台经济带来的就业转变。过去几年新增的几千万网约车司机从何而来？他认为这些人很大程度上来自中产阶级的陨落，而不是传统认为的农村劳动力转移。这个观察揭示了中国就业结构正在发生的深刻变化。

对于企业管理，付鹏提出了"降本增效"背后的深层逻辑。他观察到今年从金融机构开始的裁员潮实际上反映了中产阶级的系统性衰落。当这个群体开始感受到痛苦，整个消费体系就会发生根本性改变。这种变化不是周期性的，而是结构性的。

在谈到房地产市场时，付鹏提出了"交换时间价值"的概念。他认为当一个人用200万买房子，600万卖给年轻人时，实际上是在拿走年轻人未来40年青春的当期现金折现。这个比喻生动地说明了房地产市场的代际财富转移效应。

对于国际化战略，付鹏认为中国面临的情况与90年代的日本类似却又不同。日本当时可以通过日元升值和海外扩张来解决国内问题，但中国现在面临的国际环境已经发生根本变化。这使得简单复制日本的经验是不可行的。

[Elon Musk @elonmusk]

Starship rocket booster caught by tower

[Dr. Maalouf ‏ @realMaalouf]

This is how Lebanon went from being a prosperous Christian country to being ruled by Islamists. Pay close attention!

“As Christians, we opened our doors to Muslims, and welcomed them into our country. We wanted to be inclusive and even made them part of the government.

But due to having several wives and many children, Muslims became the majority. Once they were the majority, they thought they could do whatever they wanted, and began massacring the Christians who welcomed them.”

[Paris 2024 @Paris2024]

Man Wai Vivian Kong is an Olympic champion! 🥇
Hong Kong wins its first gold medal of the Games 🇭🇰
-
Man Wai Vivian Kong est championne olympique ! 🥇
Hong Kong décroche sa première médaille d'or des Jeux 🇭🇰

#Paris2024

[kWs @kwswk]

@MuskUniverseUsa 9

[kWs @kwswk]

@lubi366 @Delphi_Digital @ggdotzip https://t.co/B99P521ppq
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[Berachain Foundation 🐻⛓ @berachain]

Users, developers, and validators can engage with the testnet through Galxe's Quest platform. The Galxe Quest platform will feature activities involving the core chain, its enshrined applications, and projects building in the ecosystem.

https://t.co/uZtGRKa6TJ

[Truckers.FM @TruckersFM]

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[雷司紀 Raysky @rayskyinvest]

既然 #Jpex 爆掉跑路了，那應該可以發當初的 1866 字，不用怕被物理性抓走，不發也可惜，寫於兩個月前的 7/14。

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【20230714 - 評論 jpex 交易所】

7/13 下午兩點多，看到 Alex 發了這篇限動(圖一)，裡面有一張截圖，引起了我的注意，

是前陣子因舉辦 < #拳上 >而火爆台灣的交易所 #jpex，他們的 #合夥人月薪標準 直接被公開，

可以看得出來給的相當大方，十分優渥，底薪 2500u - 22000u 連我都想應徵了，

但根據 2016 年在幣圈到現在的發霉老韭經驗，這裡面問題似乎滿大的(?)，

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首先我們可以看到， jpex 合夥人制度的給薪標準，是綁所謂的「用戶資產量」，

意思是，今天你邀請 50 個用戶，並且這些用戶放在 jpex 的總資產超過 6 萬 u (相當於 180 萬台幣) 的時候，
你就可以每天領到 2000 - 2500u (相當於 6-8 萬台幣) 的月薪。

看起來很合理，但仔細想想就會發現違背了正常的商業邏輯。

舉個例子：

今天你是廠商，要賣一檔產品，一定會先把成本結構和利潤空間給抓出來。

先不論製造生產那部分的成本，單就行銷端來說，今天找了網紅跟 Youtuber 幫忙做團購帶貨，多半都是採取「分潤」的方式——

透過網紅賣一份產品所賺到的利潤，從中提撥出來部分比例分潤給網紅(行銷端)。

在我的認知中，正常的商業邏輯是建立在「 #合理利潤空間 」和「 #參與各方合理的拆潤比例 」這件事上。

像今天證券商的理專，其所服務的用戶交易量越大，所分到的手續費拆佣也會越多；

保險業務員今天賣出一張保單，會從用戶繳的保費中，分到一定比例的佣金；

房仲成交一棟房子，普遍會以「買方付1～2%，賣方付3～4%」作為服務費/獎金；

幣圈交易所也是如此：

不管是幣安或 CMC (CoinMarketCap) 上面的大型交易所，其利潤來源主要是建立在「交易手續費」，

因此，交易所和合夥人(又稱推廣者)之間的合作關係，也就是所謂的「返佣制度」，都是從交易手續費中分來的，又被稱為 RS (revenue share) 制度。

舉例來說：今天一名用戶在交易所交易，交易所會從用戶身上抽取手續費，再透過返佣制度提撥部分比例給合夥人/推廣者，是現在最主流的推廣做法。

P.S. 在幣安上，也被稱為 #Affiliate 聯盟行銷制度，是當年由何一打造起來的。(而 Affiliate制度，最早可溯源回亞馬遜）

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現在回頭看一下 Jpex 的合夥人制度：

它給出的底薪，並不是建立在「交易量」這件事上，

而是建立在「用戶存了多少資產進去(用戶資產總量)」，換言之：

你推薦的用戶只要放 6 萬美進去，你每個月就有 2 千美金的薪酬。

你推薦的用戶只要放 15 萬美進去，你每個月就有 8 千美金的薪酬。

你推薦的用戶只要放 75 萬美進去，你每個月就有 2.2 萬美金的薪酬。

……以此類推。

這邊我就感到好奇的了，

這樣的底薪金額，是從哪個環節的「利潤」所提撥出來的呢？

以交易所現行的商業邏輯來看，如果不是交易手續費，還真想像不出有什麼利潤空間？

（這裡指的是 To C 的利潤空間，交易所在 To B 的利潤空間是另一套商模）

不排除一種可能：剛好 Jpex 交易所發明了一種新的商業模式，只要有「用戶資產總量」就可以自動生出利潤，然後分給這些合夥人！

若真是如此，那幣安跟 CMC 上的其他交易所，應該要好好來跟 Jpex 學習一下。

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另一種可能則是，所謂的「 #用戶資產總量 」，就是交易所的利潤本身。

也不是我願意這麼想，但看看前陣子那篇 <《拳上》揭露出JPEX挪用客戶資產> (圖二)，作者透過鏈上數據，發現 Jpex 給出的獎金，其實是來自於用戶資產的事實，怎麼能不讓人擔心？

而 Jpex 給出的官方聲明也很拙劣，根本搔不到癢處，儼然是把幣圈人當白痴看，那就不要怪人往這部分去猜想。
不如，大家就來一起做個思想訓練吧：

「今天用戶放 6 萬 U，合夥人每月可以拿 2 千 U，比例是 3.3%，可以給滿 30 個月。」

雖然我不是數學家，但如果今天是這樣商業模型，聽起來還不賴吧？

等等，好像在哪裡看過這樣的模式？

在維基百科上，這種商模是不是貌似有個專有名詞，龐什麼的？(圖三)

總而言之，在我的認知範圍中，交易所的利潤應該是要建立在「交易量」上的，再從中跟合夥人拆潤，才符合正常的商業邏輯。

而 Jpex 這種建立在「用戶資產量」的拆潤合夥制度，我也不是第一次看到，上一次看到印象中是在 18-19 年那段時期。後來發生了什麼事，老人們應該都知道。

當然，如果 Jpex 能公開解釋一下這樣制度的商業邏輯，讓小弟學習受教一下，自然是更好。相信整個幣圈的多數人，眼睛都是雪亮的，一個好的商業邏輯也值得大家一起來學習才對。

1/

[Alex Xu @alexxubyte]

How does a Password Manager such as 1Password or Lastpass work? How does it keep our passwords safe?

The diagram below shows how a typical password manager works.

A password manager generates and stores passwords for us. We can use it via application, browser extension, or command line.

Not only does a password manager store passwords for individuals but also it supports password management for teams in small businesses and big enterprises.

Let’s go through the steps.

Step 1: When we sign up for a password manager, we enter our email address and set up an account password. The password manager generates a secret key for us. The 3 fields are used to generate MUK (Master Unlock Key) and SRP-X using the 2SKD algorithm. MUK is used to decrypt vaults that store our passwords. Note that the secret key is stored locally, and will not be sent to the password manager’s server side.

Step 2: The MUK generated in Step 1 is used to generate the encrypted MP key of the primary keyset.

Steps 3-5: The MP key is then used to generate a private key, which can be used to generate AES keys in other keysets. The private key is also used to generate the vault key. Vault stores a collection of items for us on the server side. The items can be passwords notes etc.

Step 6: The vault key is used to encrypt the items in the vault.

Because of the complex process, the password manager has no way to know the encrypted passwords. We only need to remember one account password, and the password manager will remember the rest.

Over to you: Which password manager have you used?
–
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[Compounding Quality @QCompounding]

Finance Cheat Sheet

This document teaches you everything you need to know about Finance.

Grab this 4-page Cheat Sheet here:

[Milk Road @milkroaddaily]

An interesting web3 concept for weddings: Staking Registry

How it works:

• Friends and family can stake ETH as a wedding gift.

• As long as the couple stays married, they get to keep the rewards.

• If the couple gets divorced, the ETH and rewards get redistributed to friends and family.

(h/t @0xDesigner)

[kWs @kwswk]

https://t.co/IllFQHvdgW
@Cara70184016062 @cdproc @maryaluph85

[.base (XNAME on Base) @basensdomains]

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[Weight loss 🌿 @TheTegan]

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[PancakeSwap @PancakeSwap]

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[PiraAI @piradotAI]

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