Президент Сальвадора в Tesla: Букеле и Маск обсудили следующий шаг после биткоина

cryptonews.ruPubblicato 2023-08-21Pubblicato ultima volta 2024-09-21

Пока внимание криптосообщества приковано к колебаниям курса биткоина, президент Сальвадора Найиб Букеле (Nayib Bukele) строит амбициозные планы на будущее своей страны. В поисках новых технологических решений он отправился в самое сердце инноваций — штаб-квартиру Tesla.

21 сентября Букеле опубликовал в соцсети X видео своего визита на гигафабрику Tesla в Остине, штат Техас. На кадрах видно, как сам Илон Маск (Elon Musk) встречает высокого гостя и проводит для него экскурсию по предприятию. Неужели президент небольшой центральноамериканской страны решил закупить электромобили для всего правительства? Не тут-то было!

О чем же они говорили?

По словам Маска, беседа с Букеле вышла далеко за рамки обсуждения характеристик новой Model S. Основатель Tesla назвал президента Сальвадора «удивительным лидером» и поделился подробностями их разговора:

«Мы много говорили о природе реальности, будущем человечества и о том, как технологии вроде искусственного интеллекта и робототехники повлияют на мир».

Вот так поворот! Казалось бы, при чем тут президент страны, известной своими криптовалютными экспериментами? Но не стоит удивляться — Букеле давно зарекомендовал себя как прогрессивный политик, не боящийся инноваций.

Сальвадор: от биткоина к ИИ

После исторического решения о принятии биткоина в качестве законного платежного средства, Сальвадор не остановился на достигнутом. Теперь Букеле делает ставку на искусственный интеллект и другие передовые технологии для стимулирования экономического роста. И эта стратегия, похоже, приносит плоды.

Еще в конце мая Кэти Вуд (Cathie Wood), генеральный директор ARK Invest, сделала смелый прогноз: ВВП Сальвадора может увеличиться десятикратно к 2029 году. Цифра кажется фантастической, но вспомним — речь идет о стране, которая уже не раз удивляла мир своими смелыми решениями. Возможно, сочетание криптовалют и ИИ действительно станет формулой экономического прорыва, которую ищут многие развивающиеся страны?

Биткоин приносит плоды

За три года с момента легализации биткоина Сальвадор заработал $93 млн прибыли. Неплохо для эксперимента, который многие называли авантюрой, не правда ли?

Главной целью Букеле при внедрении криптовалюты было содействие финансовой инклюзивности, упрощение денежных переводов и привлечение финансовых инноваций. И, судя по всему, эти цели постепенно достигаются.

Подарки и впечатления

Но вернемся к встрече Букеле и Маска. Как истинный дипломат, президент Сальвадора не приехал с пустыми руками — он привез Маску кофе местного производства. А что же Илон? Он ответил… банкой Coca-Cola. Вот уж действительно, непредсказуемый миллиардер!

Эта встреча состоялась в рамках визита Букеле в США для участия в 79-й сессии Генеральной Ассамблеи ООН в Нью-Йорке. Но согласитесь, разговор о будущем человечества с Илоном Маском — это куда интереснее, чем очередная речь с трибуны ООН.

Letture associate

Introduction to the Concept of World Models: A Story from Psychology to the Main Battlefield of AI

**World Models: From Psychology to AI's Core Concept** "World model" is a trending but often confusing term in AI, describing a system that allows machines to internally simulate, predict, and rehearse potential outcomes before taking real-world action—like a mental "sandbox." While definitions vary—Yann LeCun emphasizes physical understanding, OpenAI's Sora is a video-based "world simulator," Google DeepMind's Genie 3 creates interactive 3D environments, and companies like Alibaba and Tesla focus on practical applications—the core goal is consistent: reduce reliance on vast real-world data by creating an internal, predictive model for safer and more efficient AI. The concept has deep roots, tracing back to psychologist Kenneth Craik (1943). In AI, it was revitalized by researchers like David Ha and Jürgen Schmidhuber (2018). Major technical approaches include: 1) generative video models (e.g., Sora) for visual realism; 2) abstract predictive models (e.g., LeCun's JEPA) for efficiency and physical reasoning; and 3) explicit 3D simulators (e.g., NVIDIA Omniverse) for precision. Fei-Fei Li proposes a classification based on the AI action loop: renderers (output observations), simulators (output world states), and planners (output actions). The emerging "World Action Model" (WAM) paradigm aims to unify future prediction and action generation. An industry framework is forming: upstream (data, compute, sensors), midstream (general and vertical platforms), and downstream applications (autonomous driving, robotics, gaming, etc.). Autonomous driving is currently the most mature use case. The current lack of a unified definition reflects the field's early, dynamic stage, similar to past tech revolutions. Different approaches—focusing on pixels, physics, or behavior—represent parallel explorations of how best to compress and understand the world. This diversity, while seemingly chaotic, signals that world models have moved from an academic idea to a critical industrial battleground, ultimately aiming to give machines the ability to understand, imagine, and reason about the world.

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Introduction to the Concept of World Models: A Story from Psychology to the Main Battlefield of AI

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Building the Bright Path While Secretly Crossing Chencang: Is Walsh Paving the Way for a September "Rate Cut"?

The title "Building the Plank Road Openly While Secretly Crossing at Chencang: Is Walsh Paving the Way for a September 'Rate Cut'?" suggests Federal Reserve Chair Kevin Walsh's hawkish stance may be a deliberate smokescreen. Academy Securities analyst Peter Tchir argues in a report that markets, currently pricing a 75% chance of a September hike, are missing a potential path to a September rate cut that Walsh himself might be quietly preparing. Tchir posits that Walsh's hawkish rhetoric aims to suppress long-term yield risks (with the 10-year Treasury yield falling recently) while creating room for a narrative shift based on upcoming data. The potential political endgame, according to this view, could be rate cuts in September and October, ahead of the midterm elections. This hinges on a political logic where the Trump administration's preference for lower rates remains unchanged. A core part of Tchir's argument involves redefining inflation metrics. He contends the Fed under Walsh may deprioritize the PCE index, criticizing its lagging components like Owners' Equivalent Rent (OER). Instead, he points to alternative, more real-time indicators like the New Tenant Repeat Rent Index (NTRR) and the Truflation daily index, which shows core inflation around 1.45%. He suggests the Fed could shift its data narrative to justify policy easing. Furthermore, Tchir downplays AI-driven inflation fears. He argues that consumer price sensitivity, evidenced by negative market reactions to price hikes (e.g., Apple), contradicts persistent inflation narratives. He also separates AI/data center spending—which he sees as relatively rate-insensitive—from broader consumer affordability issues, implying rate hikes are misdirected. Based on this analysis, Tchir sees a re-pricing of rate cut expectations as likely, creating opportunities in short-duration Treasuries. He maintains a neutral-to-slightly-bullish view on the long end of the yield curve. For equities, he recommends a significant overweight in energy (especially global nuclear assets) and, within defense/security themes, an overweight in biotech/pharma versus an underweight in semiconductors, expressing caution on AI/data center valuations.

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Building the Bright Path While Secretly Crossing Chencang: Is Walsh Paving the Way for a September "Rate Cut"?

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IBIT Records $1.3 Billion Outflow in a Single Week, Bitcoin's Largest ETF Becomes a Wall of Selling Pressure That Bulls Must Break Through

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IBIT Records $1.3 Billion Outflow in a Single Week, Bitcoin's Largest ETF Becomes a Wall of Selling Pressure That Bulls Must Break Through

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Pump.fun surges 12% as holder count hits record high – 2 metrics could cap gains

The token of memecoin launch platform Pump.fun (PUMP) surged 12% as sentiment improved alongside renewed interest in memecoins. On-chain data showed strong investor participation, with the holder count reaching a record high of 122,440. Total Value Locked (TVL) also saw a significant increase of roughly $15.7 million, rising to $217.7 million and indicating fresh capital inflows. However, key protocol performance metrics contrasted with this positive price action and investor growth. Data revealed substantial declines in launchpad volume (down 86.7% to $5.8M), generated fees (down 35.6% to $587,200), and protocol revenue (down 23% to $147.8M). These drops suggest underlying user activity and platform utility remain weak. While the recent surge is supported by growing holder numbers and TVL, the sustainability of the rally is uncertain. For gains to be firmly supported, a recovery in fundamental protocol usage metrics is likely needed.

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Pump.fun surges 12% as holder count hits record high – 2 metrics could cap gains

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"King of Shilling" Hayes Strikes Again, This Time Setting His Sights on Deribit

On June 29, BitMEX co-founder Arthur Hayes acquired approximately 6.16 million SYN tokens via OTC platform Flowdesk, valued at around $2.2 million. Subsequently, Hayes publicly endorsed SYN on X, calling it one of the most asymmetric investments he's seen since HYPE and declaring it time for an on-chain options DEX to challenge industry leader Deribit, naming Hypercall as that challenger. The article details the evolution of the Synapse Protocol, originally launched in 2021 as a cross-chain messaging and liquidity network. While its TVL peaked above $1 billion during the last bull market, it has since declined. The protocol's team has since built Hypercall, an on-chain options trading platform on Hyperliquid's HyperEVM, which supports trading options on "any asset" with features like 24/7 trading and defined risk limited to the premium paid. Deribit, founded in 2016, is highlighted as the dominant centralized crypto options exchange, commanding roughly 85% market share in BTC and ETH options. Its strengths include deep liquidity and professional tools, though it faces critiques over custody risk, KYC requirements, and regulatory uncertainty. The analysis suggests Hypercall's potential lies in decentralization, permissionless access, and transparency, potentially carving a niche in DeFi-native and emerging asset options. However, it faces significant challenges competing with Deribit's established network effect and liquidity depth. The piece concludes by noting Hayes's recent and mixed "call" history, referencing his previous promotion and subsequent sale of HYPE, as well as a controversial price target report for CARDS from his family office, Maelstrom, which was followed by a significant price drop for the asset. This activity has drawn criticism, with some accusing Hayes of creating exit liquidity for his followers.

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