什么是 Arkham? 一文读懂 intel to earn

Odaily星球日报Pubblicato 2025-03-11Pubblicato ultima volta 2025-03-11

Introduzione

Arkham 是一个加密情报平台,旨在通过分析和链上交易数据,得出有价值的结论和见解。该平台使用 AI 算法将链上地址与现实世界的实体联系起来,为用户提供完整的行为图像。

Arkham 是一个加密情报平台,旨在通过分析和链上交易数据,得出有价值的结论和见解。该平台使用 AI 算法将链上地址与现实世界的实体联系起来,为用户提供完整的行为图像。

在官方介绍中,Arkham 将自己称为“全球首个链上情报交易所”。链上信息的流通交易是该产品的主要功能,Arkham 为用户提供了一个名为 Arkham Intel Exchange 的市场。

Arkham Intel Exchange 则是一个去中心化的加密情报协议。一方面,用户可在该市场上通过发放赏金向社区请求情报。另一方面,赏金猎人则可通过提交所需求的情报来获得奖励。

Arkham 服务于谁?

Arkham 团队表示,他们在加密社区观察到了两点趋势,并由此促成了该项目的启动:

交易者、投资者、记者、研究人员、项目方等对链上分析有着巨大的需求

优秀的链上侦探越来越多的活跃于加密社区

正因此,Arkham 为链上侦探提供了一种将他们的技能货币化的方式,以此来满足这个需求的两端,并创造了一个情报市场。

任何人都可在这一协议上通过情报获利,人们可购买、出售链上数据和标签。情报和信息也从此具有了流动性,这一情况将允许链上侦探的工作可以被大规模货币化,“intel-to-earn(情报赚钱)”。

Arkham 认为,基于这些情报,用户可以了解数字资产市场的活动,从而更好地参与市场并获得更好的表现。

除悬赏外,还可以做什么?

对于那些不想参与情报买卖的用户来说,他们也可以在社区获得一些有价值的信息。

在情报市场,任何情报都会由买方独家持有 90 天,但之后将被公开给所有用户。这使得购买者有充足的时间对购买的情报作出反应,但同时也让足够有价值的情报被扩散到社区。

在该市场,除情报悬赏外,用户还可交易各类实体标签。Arkham 提供有关现实世界实体的多种数据和分析,包括但不限于以下内容:

1. 实体的交易历史记录,可以按照美元价值、代币、交易对手和时间进行过滤和排序。

2. 实体的持仓情况,可以按代币和链进行细分。

3. 实体的余额历史记录,包括总余额历史记录和盈亏历史记录。

4. 实体在交易所的使用情况,包括存款和提款的交易量,以及按交易量排名的交易对手。

这些数据和分析可以通过 Arkham 的 Profiler 功能进行查看,Profiler 是 Arkham 平台的核心功能之一,提供了一个全面的视图,展示了实体或地址的活动情况。

Arkham 团队还为用户列举了两个具体用例:当安全事件发生后,受害者可以集中资源以获取、追踪攻击者的情报;交易公司可能希望在自己的地址暴露前买断情报,以此防止竞争对手发现自己的地址。

代币分配

ARKM 总供应量 10 亿枚,其代币分配如下:

生态激励和悬赏计划: 37.3% ;

核心贡献者: 20% ;

投资者: 17.5% ;

基金会金库: 17.2% ;

币安 Launchpad: 5% ;

顾问: 3% 。

Letture associate

Google TPU Shipments Revised Up by 50%

Recent industry research indicates a significant upward revision in the shipments of Google's TPU (Tensor Processing Unit) chips. Previous expectations for 2027 were set at around 10 million units, but new estimates now point to 15 million units, a 50% increase. This substantial boost directly translates to higher demand across the entire supporting supply chain. Google's TPU clusters utilize a standardized all-optical interconnect architecture. Consequently, key hardware components are deeply integrated and scaled in fixed ratios with the chips. The 15 million TPU target will drive corresponding demand increases for NPO optical engines (roughly a 1:1 match), 1.6T optical modules, OCS optical switches, high-end server power supplies, fiber optics & MPO connectors, and liquid cooling solutions. Among these, liquid cooling is highlighted as the sector experiencing the most significant transformation and offering the most stable potential for excess returns. As next-generation TPU chips reach power levels where traditional air cooling is insufficient, liquid cooling becomes essential. 2026 is forecasted as the first year of substantial adoption for Google's liquid cooling solutions. This shift, coupled with delivery and capacity bottlenecks faced by incumbent overseas manufacturers, is creating a prime window for domestic Chinese suppliers to enter and secure Google's core supply chain. The market size for Google-specific liquid cooling is projected to potentially triple from a baseline of hundreds of billions to around 300 billion units by 2028. The logic for the fiber optic sector is also being rewritten. Once considered a cyclical commodity tied to telecom operator procurement, fiber is now a strategic and scarce resource for AI Data Centers (AIDC). A severe supply-demand imbalance, driven by the long lead time for preform production (18-24 months) and surging demand from cloud giants, is supporting strong performance. Chinese fiber manufacturers are well-positioned to capture a significant share of global AIDC demand, with exports potentially reaching 200-300 million core kilometers in 2026. Overall, the investment focus within the AI computing industry is shifting from pure "chip performance speculation" towards the more certain incremental growth in computing infrastructure and its supporting ecosystem. The upward revision in Google TPU shipments, along with the potential for further doubling by 2028, is seen as solidifying performance visibility for the entire supporting supply chain over the next two years.

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Google TPU Shipments Revised Up by 50%

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What Wall Street Really Wants After the Crypto Story Recedes

The tide of speculative crypto narratives has receded, revealing Wall Street's true objective: building a controlled, yield-generating, and compliant financial pipeline on distributed ledgers. They are migrating core functions onto blockchains, not for decentralization, but for efficiency and new revenue streams. Key developments include BlackRock's BUIDL fund, a tokenized treasury fund acting as a foundational reserve asset, and the rise of Securitize, which is going public and partnering with the NYSE to build a 24/7 digital securities trading and settlement system. This signals a major shift of securities clearing to blockchain technology. To make volatile assets like Bitcoin palatable for institutional investors, firms like BlackRock and Goldman Sachs are creating "covered call" ETFs (e.g., BITA). These products systematically sell options on Bitcoin holdings, transforming price volatility into stable monthly income, effectively repackaging crypto as a yield-bearing asset. Stablecoins are being positioned not as speculative tools but as efficient payment rails. Companies like Stripe and Mastercard are integrating them for instant, low-cost merchant settlements and cross-border card payments, respectively. Critically, new legislation like the GENIUS Act shapes them as non-interest-bearing, heavily regulated extensions of the US dollar system. In summary, Wall Street is quietly constructing a parallel, blockchain-based financial infrastructure featuring tokenized traditional assets, structured crypto yields, and programmable dollar pipelines—all under its control and fully integrated with existing regulatory and credit frameworks.

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Tying Itself to SpaceX: Cursor's $60 Billion Rise

This article recounts the rapid rise of AI-powered coding startup Cursor and its 25-year-old MIT graduate CEO, Michael Truell. Launched in 2023, Cursor achieved explosive growth, reaching over 10 billion USD in revenue by late 2025. However, its journey highlights a central dilemma for AI application companies: dependence on foundational model providers. Cursor initially relied heavily on Anthropic's models but faced an existential threat when Anthropic launched its own competing coding tool, Claude Code. In response, Cursor declared an internal emergency in early 2026 and accelerated development of its own model, Composer. To secure the immense computing power needed, Truell struck a pivotal deal with Elon Musk's SpaceX in April 2026. The collaboration grants Cursor access to SpaceX's supercomputing resources for Composer, while SpaceX's Grok model benefits from Cursor's programming data. The agreement includes a potential 600 billion USD acquisition of Cursor by SpaceX later in the year, though a substantial termination fee is in place if the deal falls through. The story explores Cursor's intense, sometimes controversial hiring practices involving lengthy unpaid "work trials," its complex partnership-turned-rivalry with Anthropic, and its high-stakes gamble to ensure independence through the SpaceX alliance. The core question remains: will Cursor evolve into a defining, independent "generational" software company, or become a key piece in a tech giant's AI arsenal?

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Tying Itself to SpaceX: Cursor's $60 Billion Rise

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