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| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
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| Issues | 278 | Founded | 3 years ago | Last Issue | 2 months ago |
| Active | Language |  ZH-CN | |||
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haotiancryptoinsight.substack.comLatest Issues
为什么说新一轮的“链上叙事”风暴已经来临？
为什么说新一轮的“链上叙事”风暴已经来临？
1）股票代币化的基础设施已经基本到位，像xStocks、币安（bStocks）、OKX（Unified Tokenized Stocks）、Ondo、Robinhood Chain、Hyperliquid/Lighter 的链上Perps、OKX Wallet/Fomo钱包等等；
2）把股票搬上链，会催生很多可组合创新实验。比如抵押Stocks借贷稳定币、股票和MEME组LP、交易税购买股票、趋势资产空投、基于股...
聊一聊牛市发动机$ENA
也来聊一聊@ethena$ENA：
1）估计大部分人对上周期故事讲太圆，又摔下神坛的项目都持有畏惧之心，很正常。信仰变成亏损的崩溃Debuff很多人都承受过。但忽略这些情绪，$ENA这项目被称为牛市发动机的卡位可能会一直存在，也就是说，只要市场一直正螺旋牛，它的数据就可能扶摇直上，这是我关注它的基础思考；
2）它做的是合成美元$USDe，核心玩法很简单：用户存加密资产进去，协议同时开等量永续空头，做成delta-neutral，然后把资金费率和质押收益分给质押的sUSDe...
聊聊最近关注的一个项目 Stacks
聊聊最近关注的一个项目@Stacks
- 价格从底部0.12到现在0.24左右，拉升了2倍，但相比两年前ATH的的3.8刀，还在地上趴着，这就得思考了，它是跟着行情表演炫技刷存在感，还是真有叙事和技术上边的突破？如果是后者，拉升潜力还会很大；
2）它是比特币生态的项目，但不是被大家嗤之以鼻 的BTC layer2，事实上，大多数比特币生态的项目都很反感被视作layer2。它在尝试让BTC实现原生生息功能，这点很重要，如何让BTC Holder在不交出私钥托管的情况下持续...
AI观察系列：为什么说英伟达的Rubin架构是一场自我革命？
在CES大会期间，英伟达全新推出的Rubin架构成了最近市场讨论的焦点，什么MOE架构之外另一重大突破，什么为Agentic AI时代量身设计等等，我深入看了下，的确感受到老黄“自我革命”那味了：
1）过去英伟达依附的是GPU硬件优势，踩上了各大AI巨头都在疯狂采购算力训练大模型的红利期。那时候逻辑很简单，谁的显卡多谁就能训练出最好的模型。
但现在AI战争已经从“算力”战场转移到“推理”，尤其是Agentic时代到来后，AI需要处理高频、多步、超长上下文的推理。
这个时...
AI 行业洞察：探索AI能力边界之外的主观能动性
看到不少朋友在秀AI新工具，晒Prompt技巧，分享眼花缭乱的workflow，但但但，不知道大家是否有同感：我们这帮自以为站在潮头的“聪明人”，其实都只是在后面拼命喘息的追赶者。AI发展实在太快了，这些以至于即使整体浸淫于此也感觉追不上节奏：
1）如果给学习AI技能定义个“半衰期”的话，那估计可以按周计了。
原本还在学习如何更好驾驭Cursor，然后Claude Code一出来就风靡了，原本还在为自己琢磨出来的各种Prompt工程技巧而骄傲，但Skills出来之后瞬间觉...
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Blockchain Researcher | Crypto Content Creator | 硬核科普Focus on Security、DaTa、Zero-Knowledge, etc | 聚焦安全、数据、零知识证明等区块链前沿技术研究。
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