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金融汪
@yuyy614893671
油管频道:金融汪 ,网址: 金融市场老兵,观察和理解这个世界每天在发生着什么,是我的兴趣也是工作。X上的内容只是分享,不是投资建议。
615 Following    70.8K Followers
Mark Zuckerberg is laying out a sweeping vision for AI: a personal superintelligence available 24/7 to everyone. Zuckerberg says these AI agents could eventually help people across nearly every part of life, including work, learning, relationships, and mental health, as Meta releases its new open-weight "Muse Glimmer" model and pushes to make advanced AI more widely accessible. At the same time, Meta is investing in the people and communities behind that future, including America’s Workforce Academy and a $1 billion community fund tied to its growing data-center footprint. His message is simple: "The future is for everyone."
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Two-minute episodes. Billionaire romances. Cliffhangers every few minutes. Chinese microdramas have exploded into an $11 billion global business — and AI is making them cheaper than ever: 📷️📷: Presence Matter
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Ethereum turns 11 today. Since mainnet went live on July 30, 2015, Ethereum has: → Never halted. Not once, across 11 years of continuous block production. → Become the settlement layer for stablecoins, holding more than half of all supply → Taken the largest share of tokenized real world assets of any network → Built the largest DeFi ecosystem in crypto, ~8x the next largest chain by TVL → Grown the largest developer ecosystem in the industry → Become the default venue for institutions coming onchain No company owns it. No one can switch it off. Credibly neutral. Everything onchain is verifiable. Here's to the next 11 years as Ethereum becomes the home of finance.
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The cost of protecting Nvidia’s debt against default surged by the most on record after reports that the chipmaker is in conversations on more than $750 billion of infrastructure deals, stoking fears it is taking on even more obligations
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Two Chinese win world's top Maths prize for first time
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“Wall Street has found crypto as an asset class, but not yet as commercial infrastructure. Institutions want to run real flows on Ethereum: stablecoins, tokenized assets, settlement. These are businesses with billions of dollars on the line, and no bank will operate in full public view. On a public ledger, confidentiality is the hard part: each party to a transaction should see what it has a right to see, and nothing more.”
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Today we're launching EthSystems. We build confidential systems for institutional Ethereum. Institutions want to use Ethereum, but one of the biggest problems is the lack of built-in, modular privacy tools. We were the Ethereum Foundation's Institutional Privacy Task Force (IPTF) for the past year. We had hundreds of conversations with central banks, regulators, tier-one banks, and asset managers, shipping open source work the whole time. Wall Street has found crypto as an asset class, but not yet as commercial infrastructure. Institutions want to run real flows on Ethereum: stablecoins, tokenized assets, settlement. These are businesses with billions of dollars on the line, and no bank will operate in full public view. On a public ledger, confidentiality is the hard part: each party to a transaction should see what it has a right to see, and nothing more. We have a year of proof of work: private bonds, confidential stablecoin transfers, private settlement across chains, the Ethereum Privacy Map, and more. All with protocol specs and security properties, at our website. We've spent a decade working on privacy in crypto. We know there's no silver bullet. Different use cases need different systems, each designed, specified, and hardened properly, and someone has to do that work. That's why EthSystems exists. We're an independent, for-profit company, backed by long-term Ethereum-aligned investors. This is a decade-long transition, and we aren't going anywhere. If you're an institution that wants to build on Ethereum, talk to us. We're hiring: BD in New York, protocol engineers, ops: join@ethsystems.org
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MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was also cancelled, leaving Rubin Ultra with a limited scale-up domain. 👇️ 1/6🧵
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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 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.
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About Taiwan: “I think the last thing we need right now is a war that’s 9,500 miles away,” Trump said. Trump said he and Xi “talked a lot” about the issue, and the Chinese leader “does not want to see a fight for independence, because that would be a very strong confrontation.” Trump also said Xi asked him directly if the US would defend Taiwan in a conflict. “There’s only one person that knows that, you know, it is me, I’m the only person,” Trump said. “I said, I don’t talk about that,” he continued.
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特朗普谈台湾: 记者:习近平主席对您说了什么关于台湾的话?您还会批准军售吗? 特朗普:习近平主席和我谈了很多关于台湾的事。他认为他们不能有任何与他们所做的事情相关的行为。他非常反对他们所做的事情。我认为我们有很好的共识。关于台湾,他不想看到为独立而战。
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