晚间必读5篇 | ZKVM 与 ZK 验证的思考

币界网Publicado a 2024-08-13Actualizado a 2024-08-13

币界网报道:

1.马斯克与特朗普的巅峰对话:暗杀未遂、非法移民、拜登退选等

2024年8月13日是可以被推特计入历史的一天——特朗普与马斯克一同在推特Space亮相,据悉,有超过100万人参加Space活动。但二人的对话一开始并不顺利,出现了一个小插曲——推特似乎面临技术问题,用户报告在访问该活动时遇到困难,X平台数据显示,有200万人正在观看特朗普与马斯克的直播采访,但无法显示直播细节。为此,马斯克发文称,“X 似乎遭受了一次大规模 DDOS 攻击”,他指的是分布式拒绝服务网络攻击。并表示:“我们今天早些时候对该系统进行了 800 万同时听众的测试。”点击阅读

2.Arthur Hayes:BTC下一站是多少美元 山寨币季何时来

如果你能认识到法币流动性是如何、在哪里、为什么以及何时产生的,那么投资就很难亏钱。除非你是三箭资本创始人Zhusu或凯尔·戴维斯。如果金融资产以美元计价,而不是以美国国债 (UST) 计价,那么全球货币和美元债务的数量就是最关键的变量,这是有道理的。点击阅读

3.a16z:如何考虑代币补偿

虽然许多代币补偿策略植根于web2和其他传统公司的补偿模型,但要明确的是:代币不是股权。它们甚至不能作为股权的替代品,因此公司在内部讨论和向潜在员工解释时应谨慎对待这种类比。点击阅读

4.从线性思维到指数思维:如何利用杠杆实现财富增长

许多加密货币的人有一个很大的问题,就是他们不知不觉地使用了马丁格尔策略,并认为这最终会让他们获胜。 你买入低点,然后它跌得更多,所以你增加赌注,它再次下跌,你投入更多,然后它再次下跌,你投入了最后几美元。令你惊讶的是,又出现了一个低点,即使你的杠杆率很低(3-5倍),你也可以完全被清算。 一周前的周一,ETH 在 4 分钟内下跌了 17%。 现在算算看,如果你当时使用了 5 倍杠杆,会是什么情况。点击阅读

5.ZKVM 与 ZK验证的思考

昨天与国内的ZK芯片厂商讨论了ZK加速的问题。当前,基于ZK的L2只需要几百台GPU机器即可维持日常业务,未来的Asic发展将更加令人期待。那么,现在的加速需求在哪里?哪些部分值得加速?ZK赛道的瓶颈到底是在证明生成还是验证?这些问题会对生态产生什么影响?点击阅读

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Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

On June 23rd, the Ethereum ecosystem witnessed two major shifts, signaling a significant governance realignment. First, former Ethereum Foundation researchers established Ethlabs, a new independent non-profit. Backed by major ETH holders like Bitmine and SharpLink, Ethlabs aims to address practical needs for institutional adoption, including faster settlement, native asset issuance, cross-chain transactions, and mainnet scaling. Secondly, the Ethereum Foundation announced a major restructuring, laying off 54 employees (20% of its staff) to become a leaner entity focused on protocol governance and maintenance rather than being the primary builder. This move represents a pivotal correction. Criticisms had mounted over the Foundation's perceived slowness, lack of clear strategy, and over-reliance on Vitalik Buterin's influence. Ethlabs emerges as a more execution-oriented, "industrialized" layer focused on market adoption—bridging the gap between research and real-world use. Notably, Vitalik Buterin is absent from its list of supporters, interpreted as an intentional step to avoid excessive personal endorsement and allow the organization to build independent credibility. The Ethereum Foundation's downsizing and redefinition mark a retreat from its former central coordinating role. It now aims to share the "privilege of stewarding Ethereum" with other emerging groups like Ethlabs, the Ethereum Applications Guild, and The Ethereum Economic Zone. Analysts frame this dual shift as the Foundation ensuring Ethereum remains "correct" (credibly neutral), while Ethlabs must prove it remains "effective" (competitive and attractive for capital and adoption). This addresses community "shareholder-like anxiety" about ETH's market performance. While risks exist—such as concerns over shifting from Foundation centrality to large-holder influence—the consensus is that the greater risk for Ethereum was inaction, caught between technical idealism and organizational inertia. These steps aim to create a more multi-stakeholder, execution-driven future for the network.

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Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

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Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

In a pivotal year for US crypto policy, the "CLARITY Act" is advancing in the Senate but faces a high hurdle, needing 60 votes to pass. Key challenges include bridging partisan divides on ethics and swaying undecided Republican senators within a tight legislative calendar of only about 40 working days. The policy "second half" involves intense negotiations on a broader framework for Web3 and DeFi, including crypto tax reforms and the Blockchain Regulatory Certainty Act. A significant uncertainty is the understaffed CFTC, operating with four commissioner vacancies, which complicates regulatory clarity. Meanwhile, the departure of key "crypto champions"—SEC Commissioner Hester Peirce and Senator Cynthia Lummis—will impact ongoing policy efforts. Industry experts are cautiously optimistic but realistic. Sara K. Weed notes that while progress is being made, CLARITY is unlikely to pass this Congress, pushing agencies like the SEC and CFTC to provide more guidance. Sulolit Mukherjee suggests meaningful crypto tax legislation is more likely to be attached to larger must-pass bills. Rashan Colbert discusses the jurisdictional debate over prediction markets, emphasizing the need for a regulatory framework that fosters their development as financial tools rather than treating them broadly as gambling. The clock is ticking, but opportunities remain for substantive progress through continued bipartisan dialogue and pragmatic efforts.

marsbitHace 4 hora(s)

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

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Dan Koe's New Essay: Escaping the Fate of the Wage Slave, How to Survive the AI Replacement Wave?

Dan Koe argues that the true threat in the AI era isn't technology itself, but a reliance on others for one's livelihood and happiness. The core problem is "wage slavery"—spending life on unfulfilling work. To survive and thrive, one must escape this by building their own enterprise. The key is developing five elements: Agency (initiative), Taste (discernment), Persuasion, Persistence, and Iteration. These boil down to problem-solving skills and experiential knowledge, which cannot be learned passively but only through doing your own projects. The solution is to become "unemployable" by shifting your identity. This requires: 1) Radically changing your environment to force growth, 2) Choosing a medium (like content creation) that provides real feedback through trial and error, and 3) Mastering either code or, preferably, media (content). Content creation is more valuable because its subjective nature and need for human perspective create a durable advantage over generic AI output. To start, define your life's work by answering foundational questions about your innate knowledge, unique abilities, and contrarian beliefs. Then, immediately act by publishing your first piece of content. The cycle of creating, receiving feedback, and iterating is the essential path to developing the skills needed for an independent, meaningful career and financial resilience.

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Dan Koe's New Essay: Escaping the Fate of the Wage Slave, How to Survive the AI Replacement Wave?

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Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

marsbitHace 5 hora(s)

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

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Cómo comprar ZK

¡Bienvenido a HTX.com! Hemos hecho que comprar ZKsync (ZK) sea simple y conveniente. Sigue nuestra guía paso a paso para iniciar tu viaje de criptos.Paso 1: crea tu cuenta HTXUtiliza tu correo electrónico o número de teléfono para registrarte y obtener una cuenta gratuita en HTX. Experimenta un proceso de registro sin complicaciones y desbloquea todas las funciones.Obtener mi cuentaPaso 2: ve a Comprar cripto y elige tu método de pagoTarjeta de crédito/débito: usa tu Visa o Mastercard para comprar ZKsync (ZK) al instante.Saldo: utiliza fondos del saldo de tu cuenta HTX para tradear sin problemas.Terceros: hemos agregado métodos de pago populares como Google Pay y Apple Pay para mejorar la comodidad.P2P: tradear directamente con otros usuarios en HTX.Over-the-Counter (OTC): ofrecemos servicios personalizados y tipos de cambio competitivos para los traders.Paso 3: guarda tu ZKsync (ZK)Después de comprar tu ZKsync (ZK), guárdalo en tu cuenta HTX. Alternativamente, puedes enviarlo a otro lugar mediante transferencia blockchain o utilizarlo para tradear otras criptomonedas.Paso 4: tradear ZKsync (ZK)Tradear fácilmente con ZKsync (ZK) en HTX's mercado spot. Simplemente accede a tu cuenta, selecciona tu par de trading, ejecuta tus trades y monitorea en tiempo real. Ofrecemos una experiencia fácil de usar tanto para principiantes como para traders experimentados.

534 Vistas totalesPublicado en 2024.12.13Actualizado en 2026.06.02

Cómo comprar ZK

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Bienvenido a la comunidad de HTX. Aquí puedes mantenerte informado sobre los últimos desarrollos de la plataforma y acceder a análisis profesionales del mercado. A continuación se presentan las opiniones de los usuarios sobre el precio de ZK (ZK).

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