加密早报：沪指重回 4,000 点，特朗普旗下 Trump Media 进军预测市场

深潮Published on 2025-10-28Last updated on 2025-10-29

西联汇款将于 2026 年在 Solana 链上发行稳定币。

作者：深潮 TechFlow

昨日市场动态

沪指时隔十年再度站上4000点

据金十数据报道，沪指翻红，站上4000点关口续创十年新高，深证成指涨0.2%，创业板指涨0.7%，全市场超2900只个股上涨，福建板块领涨。

美参议院将为停止政府“停摆” 进行第13次表决拨款法案

美国国会参议院将第 13 次就众议院通过的“干净版”政府拨款法案进行表决，该法案旨在以当前资金水平临时恢复政府运作。此前该程序性动议已连续 12 次在参议院遭否决，因需至少 60 票（包括部分民主党议员支持）方可通过。预计第 13 次表决结果仍将失败。据悉，多名参议院民主党人表示，除非总统特朗普亲自参与谈判，否则政府停摆难以结束。

首批SOL、LTC与HBAR现货ETF在华尔街正式开盘交易

据Eleanor Terrett披露，首批SOL、LTC与HBAR现货ETF在华尔街正式开盘交易。

Monad 已开放空投数量查询

据官方页面，Monad 已开放空投数量查询。

MegaETH：所有参与者将获额外主网代币

MegaETH官方宣布，其代币销售目前已经超额认购。官方特别强调，无论分配额度大小，所有参与认购的用户都将有资格在主网上获得额外代币奖励。

币安将于 10 月 29 日上线 Pieverse Pre-TGE 活动

据官方公告，币安将上线 Pieverse Pre-TGE 活动。活动时间：2025 年 10 月 29 日下午 16:00 - 18:00（UTC+8）。

X Layer：已解除发言人 Felix Fan 职务，因其从事利益冲突活动

X Layer 官方今日宣布，即刻解除其发言人 Felix Fan 的职务。根据官方声明，Felix Fan 在任职期间从事了与公司产生利益冲突的活动，违反了劳动合同及公司职业道德规范。

自公告发布起，Felix Fan 的任何言论或行为均不再代表 X Layer 的立场。公司表示将根据适用法律法规处理一切相关事宜。

特朗普长子创办"Executive Branch"高端会员俱乐部，入会费高达50万美元

据CNBC报道，唐纳德·特朗普 Jr. (Donald Trump Jr.) 联合创办的私人会员俱乐部"Executive Branch"近日在华盛顿特区亮相，入会费高达50万美元，目前已有候补名单。

该俱乐部由特朗普长子与1789 Capital的Omeed Malik和Christopher Buskirk，以及房地产大亨Steve Witkoff的儿子们共同创立。创始会员包括白宫加密货币主管David Sacks、Winklevoss双胞胎和科技投资者Chamath Palihapitiya。

俱乐部将于下月在乔治敦开业，除入会费外还将收取年度会费(金额未公布)。会员需经严格筛选，须有推荐并通过创始人批准。

上周六举行的启动派对吸引了多位政府高官出席，包括国务卿Marco Rubio、SEC主席Paul Atkins等，以及多位科技公司CEO和创始人。

分析人士认为，"Executive Branch"可能在华盛顿政商圈扮演类似特朗普第一任期时特朗普国际酒店的角色，成为政府官员、国会领导人、外国使节和商界领袖的聚会场所。

特朗普媒体科技集团：将通过与Crypto.com合作，在Truth Social上推出预测市场

特朗普媒体科技集团(DJT.O)：将通过与Crypto.com的独家合作，在Truth Social上推出预测市场。

华尔街日报：西联汇款将于 2026 年在 Solana 链上发行稳定币

据《华尔街日报》报道，西联汇款（Western Union）将于 2026 年与 Anchorage 合作在 Solana 区块链上发行稳定币。

Circle推出Arc区块链测试网，BlackRock、Visa等百家机构参与

据CoinDesk报道，Circle（USDC发行方）周二宣布部署其支付导向型Arc区块链的公共测试网，已吸引超过100家金融机构和科技公司参与，包括BlackRock、Visa、HSBC和Anthropic等。

Arc区块链提供美元计价费用、亚秒级结算和可选隐私控制功能，旨在支持代币化基金、跨境支付和外汇结算等金融服务。

Circle表示，长期目标是将Arc发展为去中心化、社区治理的系统。此举发生在稳定币（目前市值3000亿美元）逐渐融入传统金融的背景下，花旗预测到2030年稳定币市值可达4万亿美元，而BCG和Ripple则预计到2033年代币化资产市场规模将接近19万亿美元。

行情动态

$2 Trillion: Countdown to AI's Largest IPO in History

The countdown for the largest IPO in AI history, a potential $2 trillion listing for Anthropic, is underway for October. The staggering valuation, reportedly projected by several investors, contrasts with the company's own internal restraint on setting a public target. Founded five years ago by former OpenAI core members, Anthropic's growth has been meteoric. Annual recurring revenue (ARR) surged from ~$9B in late 2025 to $47B by May 2026, with Q2 2026 revenue of $11.5B marking a 14x year-over-year increase. Bank valuations are even based on internal 2028 revenue forecasts of $190-200B. A key growth driver is Claude Code, its AI coding assistant. Its ARR quintupled in five months to $2.5B by February 2026, now constituting nearly 20% of total revenue. Surveys indicate Anthropic commands roughly 40% of enterprise LLM spending, doubling OpenAI's share in programming-specific use. However, alongside this explosive growth, reports detail significant internal cultural strife. Critics describe a divisive "priesthood" of PhD executives, led by CEO Dario Amodei, who promote a "save humanity" narrative that some employees find cult-like and alienating. This has reportedly created a demoralized workforce and a covert "underground network" of dissent among engineers torn between lucrative pre-IPO equity and a toxic work environment. Anthropic now faces a pivotal paradox: pursuing its mission of "safe" AI requires immense capital for compute, yet that capital demands relentless commercial growth. As it approaches its historic IPO, the company must navigate intense regulatory scrutiny, soaring operational costs, and internal tensions—any of which could destabilize its post-listing trajectory, much like SpaceX's significant post-IPO stock drop. The stage is set for a defining moment in tech history.

marsbit56m ago

$2 Trillion: Countdown to AI's Largest IPO in History

marsbit56m ago

AI Boosting Efficiency and Cutting Costs Makes VC Increasingly Expensive

"AI for Cost Reduction Makes VC Funding More Expensive" Despite the "cost-reduction and efficiency" narrative of AI, venture capital (VC) investment in the AI sector is becoming increasingly costly. While AI tools lower the initial costs for many startups—with team sizes shrinking across funding stages—the market is polarizing. For top-tier AI teams, especially those from leading companies like Google and OpenAI, funding rounds are now larger and valuations are higher than ever at the seed and early stages. For example, new ventures by prominent researchers are securing billions in funding with valuations reaching tens of billions before having a mature product. This creates a "barbell" market: lightweight startups need less capital, while elite AI firms attract massive investments early on. This dynamic raises the cost for VCs to acquire and maintain meaningful ownership stakes. As valuations soar early, securing the same equity percentage requires significantly larger capital commitments. VCs must now invest more upfront and reserve substantial funds for follow-on rounds to avoid dilution, prompting large firms like Accel and a16z to raise massive new funds. Consequently, capital is concentrating intensely in a few perceived winners like OpenAI and Anthropic, widening the gap between large and small VC funds. While high valuations bake in future growth expectations, they also compress potential returns, demanding that portfolio companies achieve unprecedented scale. For major VCs, the core strategy is clear: secure early positions in potential winners and maintain the capital to keep investing as valuations rapidly escalate.

marsbit1h ago

AI Boosting Efficiency and Cutting Costs Makes VC Increasingly Expensive

marsbit1h ago

An Eight-Year Investment Takes a Sharp Turn: Why Did Ethereum Suddenly Abandon Poseidon?

On August 13, Ethereum researcher Justin Drake announced a significant shift in Ethereum's Layer-1 cryptographic roadmap: abandoning the SNARK-friendly hash function Poseidon in favor of traditional functions like SHA2 or BLAKE2. This decision ends eight years of research and investment, marking a major revision to the post-quantum security strategy. Poseidon, introduced in 2019, was highly efficient for zkRollups and zkVMs within SNARK circuits. However, its need for prolonged cryptanalysis and the pressing timeline for quantum resistance revealed limitations. Recent breakthroughs in SNARK design, specifically using binary fields, now enable traditional, battle-tested hash functions to perform as efficiently as Poseidon within SNARKs. Benchmarks show modern laptops can now verify over a million traditional hash calls per second. This change is partly driven by accelerated concerns over quantum computing threats. Reports warn that "Cryptographically Relevant Quantum Computers" could break current blockchain signatures like ECDSA by the early 2030s, risking trillions in assets. Ethereum's response focuses on hash-based post-quantum signature schemes, deemed more quantum-resistant than some lattice-based alternatives under pressure from AI cryptanalysis. Ethereum's updated post-quantum roadmap targets a production-ready "leanVM" for signature aggregation by 2027, with full deployment across consensus, execution, and data layers by 2028. The shift to mature hash functions like SHA2 reduces reliance on newer algorithms and aligns with the goal of using widely analyzed cryptographic primitives. Other major blockchains are also preparing. Solana's core teams have independently chosen the NIST-standardized Falcon signature scheme for its compact size. Starknet plans a phased migration, starting with replacing its Pedersen hash with BLAKE2. Ethereum's move signifies a strategic pivot towards proven security foundations for the quantum era.

marsbit2h ago

An Eight-Year Investment Takes a Sharp Turn: Why Did Ethereum Suddenly Abandon Poseidon?

marsbit2h ago

Programmers Worldwide Are Wasting Money on Anthropic! The Company Can't Stand It Anymore

Anthropic recently published guidelines to help developers using Claude Code reduce unnecessary token costs. The key recommendations include: 1) Clear (/clear) conversations after completing a task to avoid carrying irrelevant file reads and command outputs into the next task. 2) Set the model and reasoning effort level at the start of a session, as switching mid-session invalidates the prompt cache, requiring a full-price recalculation of the entire dialog history. 3) Attach files using @ references instead of typing paths manually to avoid extra tool calls and searches that bloat the context. 4) Add quiet flags to verbose commands (e.g., in CLAUDE.md) to minimize lengthy output in the dialog history. 5) Use /compact while the session cache is still warm (before breaks) to compress the dialog at one-tenth the cost. 6) Offload large-output tasks to a sub-agent, which runs in an isolated context and only returns conclusions, preventing intermediate outputs from polluting the main dialog. The article explains token pricing: input tokens (prefill) are processed in parallel, while output tokens (decode) are generated serially, making output tokens five times more expensive. Caching is crucial for savings—if a request's prefix (system prompt, CLAUDE.md, dialog history) matches the previous one byte-for-byte, reading it costs only 10% of the standard input price. However, cache invalidation occurs when changing models, effort levels, fast mode, compressing dialogs, after cache expiration, or when resuming old sessions. Dialog history also grows quadratically (O(n²)) as file contents and command outputs accumulate, increasing costs per round. Proactive context management—like isolating noisy tasks, using /rewind to trim unproductive turns, and task-based session clearing—is becoming an essential skill for cost-effective AI-assisted development.

marsbit4h ago

Programmers Worldwide Are Wasting Money on Anthropic! The Company Can't Stand It Anymore

marsbit4h ago

Pax Silica vs. WAICO: The US Wants to Prohibit Europe from Using Chinese Artificial Intelligence

The United States is preparing to demand that European and other partners abandon Chinese artificial intelligence initiatives, threatening exclusion from the American-led "Pax Silica" coalition, according to a leaked U.S. State Department document. This ultimatum forces signatories of the "AI Opportunity Statement" to choose between the Western technological ecosystem and alternative frameworks, with China not explicitly named but clearly targeted. Pax Silica is a U.S. strategy for AI and semiconductor hegemony, launched in late 2025. Its European presence expanded significantly in mid-2026. Concurrently, China, Russia, and 27 other nations established the World AI Cooperation Organization (WAICO) in July 2026 as an independent intergovernmental platform promoting AI governance based on UN principles. This situation creates a difficult choice, especially for European nations balancing strategic autonomy with dependence on U.S. tech and security. It also pressures Global South countries with pragmatic ties to both Washington and Beijing. The formation of competing blocks risks fragmenting the global tech landscape, forcing companies to split supply chains, increasing costs, and potentially leading to incompatible standards and protocols. The era of open globalization in AI may be ending, replaced by geopolitical confrontation where technological sovereignty trumps economic efficiency. The decisions made will shape the global digital economy for decades.

cryptonews.ru6h ago

Pax Silica vs. WAICO: The US Wants to Prohibit Europe from Using Chinese Artificial Intelligence