拒绝谣言,你需要知道的关于 FTX 暴雷的几个误解

FPubblicato 2022-11-22Pubblicato ultima volta 2022-11-23

Introduzione

推特上流传的有关 FTX 暴雷的新闻中充斥着大量的错误信息,我将在这里揭示其中三个最常见的错误。

推特上流传的有关 FTX 暴雷的新闻中充斥着大量的错误信息,我将在这里揭示其中三个最常见的错误,包括:

巴哈马官员是 FTX 被盗的幕后黑手

交易所知道黑客是谁

FTX 黑客正在交易 meme 币

如下图中所示,0x59 开头的地址是黑客的地址。我们可以从链上清晰地看到该地址销售 ETH、DAI 和 BNB 等代币。交易使用各种跨链桥,所以这些加密货币无法在 11 月 12 号被冻结,同时需要观察其中的一些交易滑点。

0x59 倾销代币和使用跨链桥进行交易的行为与其他从 FTX 转移出并发送到 ETH 或 Tron 等链上的多重签名地址截然不同。

链上数据的一个证据是 11 月 12 号 0x59 通过 BSC 将 3168 BNB 发送到 0x24 开头的地址和火币后,而 0x24 在链上使用的服务包括小型俄罗斯交易所 Laslobit,此行为非常可疑。

这种行为完全不同于债务人将资产转移到冷钱包,或者巴哈马政府将资产转移到 Fireblocks 的说法。

另一个线索是今天早些时候黑客开始出售 ETH,购买 renBTC,然后使用 Ren 桥转移资产。这些资金可能会在未来的某个时候被发送到混币器。

关于 Kraken 或其他交易所发现了攻击者的错误说法也正在传播。这实际上是 FTX 公司使用 Tron 上的多重签名来进行资产保护。

这与 0x97 多重签名的行为相匹配,该行为也要通过 CEX 进行。

这些多重签名的提款也与 FTX GC Ryne Miller 在 0x59 提款后数小时候所陈述的内容相符。

市场有很多关于 FTX 黑客正在交易 meme 币的谣言,而实际上是有人正在利用此消息进行诈骗。

请仔细查看你所看到消息的真实来源。许多人通过媒体和 Twitter 等平台看到了一些关于 FTX 暴雷的消息后,他们以为自己对本次事件非常了解。但实际上他们可能对发生的事情一无所知。

Letture associate

A Company Once on the Brink of Bankruptcy Just Surpassed Bitcoin in Market Cap

On June 22nd, driven by rising stock prices, SK Hynix’s market capitalization reached $1.35 trillion, surpassing Bitcoin's total market cap of approximately $1.29 trillion. This temporarily made it South Korea's highest-valued company. The core driver of this surge is HBM (High Bandwidth Memory), for which SK Hynix is the primary supplier to NVIDIA, holding over 60% market share. AI's demand for high memory bandwidth has translated into immense profitability, with SK Hynix reporting a 72% operating profit margin in Q1. The company's success follows a 13-year bet on HBM technology, beginning in 2009. It nearly failed after the 2001 dot-com bubble, was acquired by SK Group in 2012, and was subsequently recapitalized to continue its long-term HBM development. The article contrasts this with the Crypto AI narrative. Capital currently favors AI infrastructure players like SK Hynix due to "real orders, physical barriers, and quantifiable profit margins." In comparison, Crypto AI projects, promising decentralized compute and data markets, remain largely conceptual with limited tangible progress. Examples include Bittensor, whose core mechanisms are still under development, and Bitcoin miners transitioning to AI, who face significant funding gaps and execution challenges. The piece cites analysis suggesting the AI sector has absorbed nearly all new market liquidity since 2022, leaving little for crypto. It concludes that the current AI infrastructure红利 is captured by entities with proven technical barriers and supply capabilities, while crypto networks still need to define their concrete role in the value chain.

链捕手28 min fa

A Company Once on the Brink of Bankruptcy Just Surpassed Bitcoin in Market Cap

链捕手28 min fa

Bittensor Moves Towards Ultimate Decentralization: The Critical 18 Months for the TAO Ecosystem is Here?

Bittensor, a decentralized AI protocol, is accelerating its transition to full decentralization over the next 18 months, as outlined in a recent post by co-founder Const. The project currently operates in a "semi-decentralized" state: ownership and network participation are open and permissionless, with TAO distribution based on competitive contribution. However, protocol upgrades and governance have remained under core team control to enable rapid iteration in the fast-evolving AI sector. This strategic shift comes as the ecosystem matures, boasting 128 subnets and a large community. Const argues that continued centralization now poses risks, including single points of failure and regulatory scrutiny. The upcoming decentralization roadmap includes optimizing validator competition, opening liquidity pools, introducing governance rights for Alpha holders, and refining economic models. The move could fundamentally reshape TAO's value proposition, adding governance premiums to its existing valuation based on AI narrative and scarcity. It also signals a potential maturation of the AI crypto sector, where competition may shift from hype to sustainable protocol design and real economic activity. Bittensor positions itself not just as another AI token, but as foundational infrastructure aiming to decentralize intelligence production—analogous to Bitcoin's role in decentralizing money—with the goal of creating a resilient "Millennium Intelligence Federation."

marsbit40 min fa

Bittensor Moves Towards Ultimate Decentralization: The Critical 18 Months for the TAO Ecosystem is Here?

marsbit40 min fa

Japan's AI Dark Horse Emerges: How a 7B Small Model Challenges Fable and Mythos?

In June 2026, Sakana AI's new model Fugu caused a stir in the AI community. Its Fugu Ultra variant achieved scores of 73.7 on SWE-Bench Pro and 82.1 on TerminalBench 2.1, surpassing GPT-5.5 and Claude Opus 4.8, and was claimed to be comparable to export-restricted models like Fable 5 and Mythos Preview. Remarkably, the core of this high-performance system is not a massive model, but a small 7B-parameter RL Conductor model. Fugu operates as a multi-agent orchestrator: the 7B model acts as a "foreman," dynamically analyzing user tasks and delegating subtasks to a pool of top-tier global models (e.g., GPT-5, Gemini 3.1 Pro). It then synthesizes and verifies their outputs. This architecture represents a paradigm shift from monolithic models to an expert-team approach. It enhances performance in complex, multi-step engineering tasks like code review and security testing by enabling cross-validation from specialized models, improving long-session stability and token efficiency. However, Fugu's strengths come with trade-offs: it faces inherent latency due to multiple API calls, relies heavily on underlying US model APIs (creating dependency risks), and its benchmark comparisons with Fable/Mythos are based on reported scores, not head-to-head testing. For Japan's AI ecosystem, which lacks the massive compute and data resources of the US or China, Fugu exemplifies an "asymmetric breakthrough" strategy. Instead of competing directly in parameter scale, it focuses on intelligent orchestration of existing global models, offering a degree of AI sovereignty and resilience. While a significant system-level innovation, its ultimate capability is still bounded by the underlying models it coordinates.

marsbit40 min fa

Japan's AI Dark Horse Emerges: How a 7B Small Model Challenges Fable and Mythos?

marsbit40 min fa

Trading

Spot
Futures
活动图片