星球日报 | Telegram Wallet将于11月推出;Gemini CTO离职(11.7)

Odaily星球日报Publicado em 2023-11-07Última atualização em 2023-11-07

Resumo

币安发布带有“Coming Soon”推文,或将于11月8日公布重要消息。

星球日报 | Telegram Wallet将于11月推出;Gemini CTO离职(11.7)

头条

Telegram Wallet 将于 11 月全面推出

Telegram Wallet 首席运营官 Halil Mirakhmed 表示,Telegram Wallet 将于 11 月某个时间全面推出,首先从“几个非洲和拉丁美洲国家”开始,将在中东和北非地区、东南亚、中亚和东欧陆续推出。

此外,Mirakhmed 表示:“全球推广结束后,Wallet 将在世界各地的 Telegram 设置菜单中可用,但 Wallet 未运营的司法管辖区除外。”
据悉,Telegram Wallet 是托管型加密钱包。

彭博社:Gemini 首席技术官 Pravjit Tiwana 离职

据彭博社报道,曾在亚马逊和迪士尼工作的 Pravjit Tiwana 将于本月离开 Gemini 的首席技术官职位。报道援引了两位匿名消息人士。

据报道,Tiwana 还曾担任 Gemini APAC 的首席执行官。这位首席技术官努力使 Gemini 的公司文化更接近于亚马逊,这一举措导致一些员工离职。报道还称,Tiwana 在公司的职责包括监督产品、工程和设计。

行业要闻

Nansen: 11 月 NFT 销售额达 1.29 亿美元

Nansen 报告表示,截至 11 月 6 日当周,NFT 销量达到 68, 342 ETH,约 1.29 亿美元。

Blur 在过去 30 天的 NFT 交易量中所占份额最高,根据 NFTGo 数据,Blur 在过去 30 天的交易量为 161, 433 ETH(约合 3.05 亿美元)。与此同时,第二名是其竞争对手 OpenSea,其交易量为 52, 307 ETH,约合 1 亿美元。

持有超过 1000 美元 BTC 的比特币地址数达到 800 万,创历史新高

Blockware Solutions 和 Glassnode 数据显示,持有至少价值 1000 美元 BTC 的区块链地址数量已增加至 800 万,创历史新高。

CoinShares:上周数字资产投资产品流入 2.61 亿美元,已连续六周流入

据 CoinShares 最新报告,上周数字资产投资产品流入 2.61 亿美元,连续第六周流入,目前流入总额达 7.67 亿美元,超过 2022 年 7.36 亿美元的总流入额。

比特币投资产品资金流入总计 2.29 亿美元,使年初至今的资金流入达到 8.42 亿美元。以太坊出现自 2022 年 8 月以来最大的资金流入,总计 1750 万美元。
其他山寨币,如 Solana 的流入总额为 1100 万美元,而 Chainlink 的流入额为 200 万美元,占管理资产总额的 17% 。Polygon 和 Cardano 也分别流入 80 万美元和 50 万美元。

LINK 价格触及 19 个月新高,持有至少 1000 枚 LINK 的钱包数量创新高

Santiment 数据显示,Chainlink(LINK)价格在周末一路飙升至 12.50 美元上方,这是自 2022 年 4 月以来首次突破这一关口。持有至少 1000 枚 LINK(目前价值至少 12, 150 美元)的钱包数量达到 27, 152 个,创历史新高。

FTX 请求法院批准出售 7.44 亿美元的灰度和 Bitwise 信托资产

法庭文件显示,FTX 及其债务人已请求美国特拉华州破产法院批准通过投资顾问出售部分信托资产,即灰度和 Bitwise 基金份额,总价值预计为 7.44 亿美元。

根据 10 月 25 日的市价,FTX“信托资产”涉及五个灰度信托,总计约为 6.91 亿美元;以及由 Bitwise 管理的一个信托,金额达 5300 万美元。
根据法庭文件,此举旨在为债权人准备即将到来的货币化分配,并允许 FTX 在适当时机迅速出售这些信托资产。此外,通过设立定价委员会,所有利益相关方都将有代表权,以此来缓解单独出售每项资产所需的成本和延迟问题。
文件指出,债务人认为,积极减少价格波动的风险将最大限度地保护信托资产的价值,从而最大化债权人的回报,并促进债务人重组计划中资金的公平分配。

项目要闻

Llama 完成 600 万美元种子轮融资,Founders Fund 和 Electric Capital 领投

智能合约的访问控制和治理平台 Llama 宣布完成由 Founders Fund 和 Electric Capital 牵头的 600 万美元种子轮融资,Elad Gil、Sandeep Nailwal、Stani Kulechov、Will Gaybrick、Amplify Partners 和 FJ Labs 参投。

据悉,Llama 推出了一个全栈平台,使访问控制和治理更加有效和安全。目前已上线所有主要 EVM 链。

Ava Labs 员工证实裁员,相当数量的员工受到影响

Ava Labs 在周一裁减了大量员工,多名受影响的员工确认了这一消息。

尽管 Ava Labs 尚未确认裁员的规模,但这次裁员已经影响了公司的通信和市场营销团队。Ava Labs 的增长和策略副总裁 Garrison Yang 在周一下午在 Twitter 上写道,裁员影响了公司市场营销部门的许多人。另一名被裁员的员工写道,裁员还影响了“许多其他人”。
目前尚不清楚周一的裁员是否影响了公司的技术团队,但据所有的描述,裁员已经广泛地进行——以至于,即使在当前严峻的加密货币熊市中,这次裁员也让许多员工感到意外。

LayerZero 在 Layer 3 上开启 Quest,社区猜测与空投相关

跨链互操作性协议 LayerZero 已在Web3赏金平台 Layer 3 上开启其 Quest,包括 LayerZero 四个主要跨链桥上的活动,这些跨链桥分别是 Stargate、Bitcoin Bridge、Testnet Bridge 和 Aptos Bridge。社区猜测这些 Quest 可能与潜在空投相关。

Exactly 社区发起“将对被黑客攻击受影响的用户进行补偿”提案

据官方消息,Exactly 社区发起“将对被黑客攻击受影响的用户进行补偿”提案,以解决 2023 年 8 月 18 日发生的安全漏洞造成的财务损失问题。

提案表示,将对 117 名受影响用户之间分发 100 万枚 EXA 代币。此分配包括:
EXA 代币总供应量的 10% ,约为社区指定的 EXA 代币供应总量的 20% ;
解锁:这些代币的解锁将于 2024 年 6 月开始,按照线性解锁计划持续 48 个月,与新的 EXA 代币解锁计划类似。
此外提案表示,受影响的用户将收到一个 Sablier NFT,作为他们对分配的 EXA 代币索赔的凭证。

币安发布带有“Coming Soon”推文,或将于 11 月 8 日公布重要消息

币安在 X 平台发布带有“Coming Soon”视频推文,并表示“接纳下一个 10 亿人的关键, 11 月 8 日”,或暗示将发布重要消息。

此前消息,社区用户表示,币安正在灰度测试其 App 内置Web3钱包产品,已具备Web3钱包基本功能,用户可将币安平台资产一键转入Web3钱包。

Leituras Relacionadas

Near Returns to the AI Stage: Transformation into a Public Chain Due to 'Payroll Difficulties,' Agent and Privacy Emerge as New Growth Narratives

NEAR Returns to AI Origins: From Payroll Struggles to Blockchain, Now Focusing on AI Agents and Privacy NEAR Protocol's journey began not with grand blockchain ambitions, but from a practical hurdle: its AI startup founders, including Transformer paper co-author Illia Polosukhin, couldn't efficiently pay international developers in 2017. This led them to pivot and build a high-performance, scalable blockchain. After years navigating various crypto narratives like sharding and cross-chain interoperability, NEAR is now leveraging its AI roots to re-enter the AI arena. A key driver is its "NEAR Intents" layer, which abstracts complex cross-chain transactions. Users simply state their goal (e.g., swap BTC for ETH), and a solver network finds the optimal route. This system has processed over $20B in cross-chain volume, generating significant fee revenue. A major growth area is private transactions via "Confidential Intents/Swaps," which hide trade details until settlement to protect against MEV and front-running. Remarkably, private swaps recently accounted for over 40% of NEAR's transaction volume, highlighting strong demand but also potential regulatory scrutiny. With its AI-founder pedigree, NEAR is positioning itself at the intersection of blockchain, AI agents, and privacy, aiming to become infrastructure for the emerging agent economy while navigating the challenges of its rapid adoption.

marsbitHá 1h

Near Returns to the AI Stage: Transformation into a Public Chain Due to 'Payroll Difficulties,' Agent and Privacy Emerge as New Growth Narratives

marsbitHá 1h

From Ethereum to AI's 'CROPS': What Exactly is This Set of 'Slow Variables' That Vitalik Repeatedly Emphasizes?

In recent discussions, Vitalik Buterin has frequently emphasized the concept of "CROPS," a framework defining core values for Ethereum's development. CROPS stands for Censorship Resistance, Capture Resistance, Open Source, Privacy, and Security. Initially outlined in the Ethereum Foundation's "EF Mandate," it represents a commitment to user sovereignty, ensuring that the network resists external control, remains open, protects privacy, and prioritizes security. The relevance of CROPS extends beyond Ethereum's foundational principles, becoming crucial in the context of AI integration. As AI agents begin handling wallet operations and automated transactions, the risk increases that users may cede control over their digital assets, privacy, and intentions to centralized AI service providers. A "CROPS AI" would therefore emphasize local execution where possible, privacy-preserving remote model calls (e.g., using zero-knowledge proofs), and transparent, verifiable processes to maintain user agency. Vitalik highlights a significant convergence between "CROPS Ethereum access layer" and "CROPS AI." Both address the same fundamental challenge: how users can access powerful services—be it blockchain data via RPCs or AI models—without exposing sensitive information or relinquishing ultimate control. This intersection points toward a future digital entry point that is more private, secure, and user-controlled. Ultimately, CROPS is not merely an abstract ideal but a practical guidepost. It steers development—from protocol resilience and wallet design to AI agent safety—towards a future where users retain self-sovereignty even as digital systems grow more complex and powerful. In an era of accelerating AI adoption, these "slow variables" of censorship resistance, openness, privacy, and security may define Ethereum's enduring value.

marsbitHá 1h

From Ethereum to AI's 'CROPS': What Exactly is This Set of 'Slow Variables' That Vitalik Repeatedly Emphasizes?

marsbitHá 1h

Silicon Valley 'Startup Guru' Steve Hoffman: Web3 + AI Could Be a Trap

Silicon Valley investor and "Godfather of Startups" Steve Hoffman warns that combining Web3 with AI is likely a trap, not a promising venture. In an interview, Hoffman argues that while AI is a foundational technology touching all industries, Web3 adds complexity, friction, and regulatory risk without solving mainstream consumer or business needs. He advises founders to focus on deep, specialized applications where startups can out-iterate giants, rather than on generic features easily replicated by large tech companies. Hoffman observes that Silicon Valley will lead foundational AI research, while China excels at rapid, large-scale application and commercialization, particularly in robotics. He stresses that AI-driven autonomous agents capable of collaborative, multi-step tasks are 2-4 years away, which will cause significant job displacement. The solution is not to slow AI but to redesign business models around human-AI collaboration and reform social systems like education and retraining. For startups, Hoffman recommends focusing on vertical, expertise-heavy domains to build defensibility. He sees major opportunities in AI fraud detection and cybersecurity. Key founder mindsets include systemic thinking over feature-focus, relentless customer centricity, building adaptive teams, and deeply understanding AI's capabilities and limits. Hoffman is also leading a non-profit initiative to establish university centers aimed at training future leaders in responsible, human-value-aligned AI innovation.

marsbitHá 3h

Silicon Valley 'Startup Guru' Steve Hoffman: Web3 + AI Could Be a Trap

marsbitHá 3h

Token Inefficient, Economy Tokenless

The article "Tokens Aren't Economical, Economics Aren't Tokenized" analyzes a pivotal shift in the AI industry from a technology-driven narrative to one dominated by capital efficiency. It highlights two concurrent trends: a severe capital shortage due to the exorbitant and recurring costs of compute (e.g., OpenAI's high burn rate) and a wave of corporate spin-offs where major tech companies are separating their AI units (like Kuaishou's Kling and Baidu's Kunlunxin). The core argument is that AI's "anti-internet" business model, where user growth increases costs rather than profits, has created a disconnect between high valuations and actual cash flow. Spin-offs address this by allowing AI assets to be valued independently. Within a parent company, they are seen as cost centers, but as standalone entities, they are priced based on their growth potential and scarcity in the primary market, leading to massive valuation premiums (e.g., Kling's estimated value tripling post-spin-off). The industry is at an inflection point, moving from "model worship" to "value realization." The competition is evolving from a pure compute (GPU) race to a broader focus on systemic efficiency and full-stack engineering (involving CPUs and orchestration) to achieve viable commercialization. The year 2026 is framed as a critical moment where the industry must definitively answer how to economically translate AI capability into tangible business value, reshaping the sector's future power structure.

marsbitHá 3h

Token Inefficient, Economy Tokenless

marsbitHá 3h

Trading

Spot
Futuros
活动图片