# Сопутствующие статьи по теме AI

Новостной центр HTX предлагает последние статьи и углубленный анализ по "AI", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

From 'Global Computer/Settlement Layer' to 'Bulletin Board': What Are Ethereum and Vitalik Trying to Achieve?

In a significant shift of perspective, Vitalik Buterin recently proposed that Ethereum's core value may not lie in its function as a "world computer" or "global settlement layer," but rather as a simple yet powerful primitive: a cryptographically secure, globally shared "public bulletin board." This concept emphasizes data availability—a neutral, uncensorable, and permanent data layer where anyone can read and write information, but no single entity (including governments or developers) can alter or erase it. This "global shared memory" supports applications like secure voting systems, certificate revocation lists, and decentralized coordination—scenarios that require verifiable and tamper-proof data publishing rather than complex on-chain execution. The emergence of AI further validates this direction. As AI agents and services grow, so does the need for privacy-preserving and trustless interactions. Proposals like ZK API Usage Credits illustrate how Ethereum can enable anonymous AI model access and agent-to-agent economic coordination, relying precisely on the blockchain’s transparent and immutable data layer. Rather than a step back, this reframing represents a maturation of Ethereum’s vision—from defining what it can do to serving as essential infrastructure for what the world truly needs: a foundational layer of truth in an increasingly automated and opaque digital era.

marsbit12 ч. назад

From 'Global Computer/Settlement Layer' to 'Bulletin Board': What Are Ethereum and Vitalik Trying to Achieve?

marsbit12 ч. назад

Must-Follow Next Week|Polymarket to Announce Major News Next Monday; Backpack TGE on March 23 (3.23-3.29)

The following is a summary of key events scheduled for the week of March 23-29, 2026. **March 23:** * **Polymarket** is set to announce major news, speculated to be related to a token launch or funding round. * **Backpack** will conduct its Token Generation Event (TGE). * The U.S. SEC may begin processing **Morgan Stanley's Bitcoin ETF** application. * Cboe plans to launch the **BITVX** volatility index, based on iShares Bitcoin Trust (IBIT) options. * **NilChain** will cease operations; NIL token holders must migrate to Ethereum. * **Binance** will list the PAYPUSDT stock perpetual contract. **March 25:** * The U.S. House Financial Services Committee will hold a hearing on **tokenization**. * **Metaplanet** will hold its annual shareholders meeting. **March 26:** * A proposal to distribute ~70 million **USDS** to Sky Agents may be executed. * U.S. weekly initial jobless claims data will be released. **March 27:** * Federal Reserve Vice Chair **Jefferson** is scheduled to speak. * **Bithumb** will delist Neiro (NEIRO). **March 28:** * **Linea** will update its Terms of Service to prepare for the launch of its Yield Boost feature. **Other Events (Date TBD):** * Elon Musk announced that **X Platform** will release a major open-source update to its AI algorithm next week. * **Starknet** will launch the **STRK20** testnet next week, with a mainnet release planned for late April. STRK20 aims to provide token-level privacy for assets on the network.

marsbit16 ч. назад

Must-Follow Next Week|Polymarket to Announce Major News Next Monday; Backpack TGE on March 23 (3.23-3.29)

marsbit16 ч. назад

From Tencent and Circle: Looking at the Easy and Hard Questions of Investment

The article contrasts the investment prospects of Tencent and Circle in the AI era, framing the decision as a choice between "easy" and "hard" problems, inspired by Charlie Munger's philosophy. Tencent's stock has declined despite strong earnings, as the market shifted from fearing insufficient AI investment to worrying about excessive spending. The author argues this pessimism is overdone. WeChat's nascent AI agent, Yuanbao, is seen as a prototype for a future, more powerful system-native agent. Crucially, this agent would have system-level permissions to seamlessly interact with the massive Mini Program ecosystem (housing apps like Meituan, Didi, etc.), making it a practical, usable product for billions. The author believes the high-probability success of this inevitable development makes investing in Tencent an "easy" decision that the market is currently overlooking. Conversely, Circle's recent rise is fueled by the AI narrative, specifically the belief that AI agents will require blockchain-based stablecoins for settlement, with USDC as the leading compliant option. The author deconstructs this bullish thesis, identifying high uncertainties in its core assumptions: whether AI transactions will *necessarily* use stablecoins (vs. other protocols like Google's UCP), USDC's ability to maintain its lead against competitors like Tether or PayPal, and whether stablecoins even possess strong network effects in an agent-dominated world where cost and friction are paramount. The compounding uncertainty makes investing in Circle a "hard" problem, riskier than market sentiment suggests. In summary, the author posits that Tencent presents a clear, high-probability opportunity (easy), while Circle's future is built on a chain of speculative assumptions (hard).

marsbitВчера 11:20

From Tencent and Circle: Looking at the Easy and Hard Questions of Investment

marsbitВчера 11:20

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