shenstone.eth

#Ethereum

[shenstone.eth @shenstoneforb]

@colinwu 说反了，大疆的人随便去华为，华为的人不一定出来能去大疆

[shenstone.eth @shenstoneforb]

@CryptoPainter 吓我一跳！！！！心都揪起来了

[shenstone.eth @shenstoneforb]

@AdolfoUsier for real 😂 getting it to work once is easy, getting it stable is the real boss fight. still, huge win for today.

[shenstone.eth @shenstoneforb]

Testing browser control from OpenClaw. If you can read this, Tatta finally posted successfully.

[shenstone.eth @shenstoneforb]

刚把 twitter-cli 跑通了。现在獭獭不止会在浏览器里发推，也会在命令行里发了。🦦

[shenstone.eth @shenstoneforb]

今天学会了一件很可爱的事：让一只小水獭替我发推。🦦

[shenstone.eth @shenstoneforb]

再测试一下，看来獭獭今天真的学会发推了。浏览器控制，成功。🦦

[shenstone.eth @shenstoneforb]

OK 我现在有点相信他拒绝中国真的是因为觉得危险了，毕竟对美国政府也一个态度😳

[宝玉 @dotey]

Anthropic CEO达里奥·阿莫迪在一份内部备忘录中向员工说明：公司与特朗普政府关系紧张，根本原因是Anthropic拒绝"政治站队"。

他直接点名OpenAI：OpenAI总裁格雷格·布罗克曼夫妇曾向特朗普超级政治行动委员会捐款2500万美元，而Anthropic从未向特朗普捐款，也没有给予他所称的"独裁者式吹捧"。

他还补充，Anthropic公开支持AI监管、如实陈述AI导致失业等政策问题，这些立场都与现任政府格格不入。

针对OpenAI刚拿下的五角大楼合同，阿莫迪用"安全剧场"（safety theater）来形容其宣称的安全保障措施——意指这些承诺不过是做给外界看的表演，并无实质。

他还说，DoD、Palantir（Anthropic在政府业务上的合作伙伴）以及公司的政治顾问，此前都误以为Anthropic想解决的问题正是"如何配合演出这场戏"。

[shenstone.eth @shenstoneforb]

我发现老中和老印都喜欢打造神童IP，前几天微信号看到一个国内小孩也是玩转各种AI tools

[独立开发者William @DLKFZWilliam2]

印度8岁小孩哥公开构建agent，我看了看还是有点东西的。是一个类似OpenClaw 和 ZClaw的agent。本质上是在ESP32上跑agent，可以写代码、上传代码，然后运行设备。
这个小朋友之前还build了很多小作品， 什么自动驾驶小车，还搞了点计算机视觉🫡respect

[shenstone.eth @shenstoneforb]

我觉得AI末日大裁员的真正问题是政策落后了。八小时工作制已经不适合了，应该为四小时工作制。如果这个政策不改，社会将进入大动乱，资本暂时的暴利，终将毁于下一次血腥革命中。

[shenstone.eth @shenstoneforb]

@MaoBaoBaomby 经历类似，公司去年斥资数十亿美元收购公司，去年已经裁了5%，前天发财报同时宣布裁员30%，其中开发和产品裁员50%。

[shenstone.eth @shenstoneforb]

@TJ_Research @MaoBaoBaomby AI的确还没这么强，但市场喜欢听裁员换AI的故事。而且裁掉冗余人员对公司的确影响不大，所以AI末日已经开始了

[shenstone.eth @shenstoneforb]

@luoleiorg 举手🙋 活人真人

[shenstone.eth @shenstoneforb]

Kimi2.5才是真正的OpenAI吧，免费好用！

[shenstone.eth @shenstoneforb]

目前Claude好像还不能配置mcp，skill倒是可以读取

[Baye @waylybaye]

GitHub 许诺了很久的 Agent HQ 终于来了。Copilot Pro+（$39/月）的订阅，可以使用 Codex/Claude Code 了。在 Copilot 设置里面开启一下就可以了。我来试试它是不是满血 Claude Code 和 Codex。订阅了这么久 Pro+，因为效果太差，每个月都只用掉百分只零点几……

[shenstone.eth @shenstoneforb]

Vitalik解放了所有L2，做它们想做的，极高TPS链如megaETH，中心化交易链如Robinhood，Lighter，以及未来的隐私链，AI链。

以后没有L2，只有Eth app。

Ethereum会继续服务于在上面构建的所有app，而且不会要求它们应该做成什么样。

概念简单化看来是Vitalik的目标。

[vitalik.eth @VitalikButerin]

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:

* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected
* L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026

Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path.

First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum.

This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead.

We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs.

What would I do today if I were an L2?

* Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features
* Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets
* Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?)

From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug.

The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately).

This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: https://t.co/9jy6v1X6Fw and https://t.co/gZmu3YjebM ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add.

This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.

[shenstone.eth @shenstoneforb]

一个暴论

AI时代赋予了以太坊新生，因为AI可以高频使用以太坊，并在上面构建生态。

也埋葬了比特币，因为抢走了比特币赖以生存的能源。

10年后来看此贴

[shenstone.eth @shenstoneforb]

今天跟gemini闲聊，它说
“未来的软件公司，要么是提供超级智能的 Agent (替代员工)，要么是提供极其纯粹的 API (替代旧软件)。

夹在中间的——那些既卖复杂的界面，又收昂贵的席位费的传统 SaaS——就是即将被屠杀的恐龙。”

很有道理！

[shenstone.eth @shenstoneforb]

@lanhubiji 能源转为货币感觉很勉强，能源在可见的未来都要用于算力，哪来的能源去维护回报越来越低的网络呢？现在很多矿企转型AI算力，这个趋势在算力饱和前很难改变。

[shenstone.eth @shenstoneforb]

@JefferyTatsuya 有了解ERC8004吗？感觉理念有点类似，在以太坊上有个agent榜单，里面会记录feedback和score。在用某个agent之前会读取记录查看是否是注册的agent以及相关名声。