2026-08-03 Segunda

Notícias de cripto - Página 140

Mantenha-se a par do mercado de cripto. Notícias em tempo real, análises, preços, histórias em alta e análise de especialistas — tudo num só lugar.

Understanding Circle Founder's "Agentic Economy" Paper to See How the Economic Landscape Will Be Restructured in the Next Decade

"Agentic Economy" by Circle founder Jeremy Allaire explores the convergence of AI and blockchain, arguing they form two sides of a single future economic system. AI agents will decompose corporate functions into automatable skills, while blockchain provides the trust, identity, and instant settlement layer for these agents to coordinate and transact. This "agentic economy" will be natively global, with on-chain companies managed by software. Key pillars include: fully-backed stablecoins for risk-free, high-speed settlement; new credit markets using on-chain data for machine underwriting; a shift from software subscriptions to pay-for-work consumption models; and professional agent marketplaces. The paper warns of major impacts: a potential decline in labor's share of income and risks of power concentrating at control points like identity layers or dominant currencies. The solution is not to defend old jobs but to design for broad ownership of capital (agents, models, infrastructure). Shared, on-chain ownership mechanisms can distribute prosperity, but this requires deliberate design and governance to prevent re-centralization. The outcome—either a highly concentrated or a more equitable economy—is a design and political choice, not a foregone conclusion.

marsbit07/15 02:13

Understanding Circle Founder's "Agentic Economy" Paper to See How the Economic Landscape Will Be Restructured in the Next Decade

marsbit07/15 02:13

Understanding Circle Founder's "Agentic Economy" Treatise: Deciphering How the Economic Landscape Will Be Reshaped in the Next Decade

This text summarizes the key points from Jeremy Allaire's treatise "The Agentic Economy." It argues that the convergence of AI agents (driving the cost of thought and work toward zero) and blockchain-based onchain economies (driving transaction costs toward zero) are not separate trends but two facets of a single, emerging economic system. The core premise is that AI agents will decompose traditional corporate functions into automatable skills, managed by an "orchestration layer." This demands a new economic infrastructure built on fully-backed, programmatic stablecoins for fast, final settlement and machine-speed payments. Trust is enabled through an "accountability chain" linking agents to verified real-world identities on public blockchains. The treatise explores how this native global system reshapes credit (through machine underwriting and agent working capital), software pricing (shifting from subscriptions to consumption/pay-per-work), and corporate structure (leading to hybrid "onchain companies"). It frankly addresses significant risks: a potential decline in labor's share of income and dangerous concentration of power at control points like identity layers and dominant currency issuers. The concluding "Civic Vision" argues the solution is not to defend old jobs but to deliberately design for broad ownership of productive capital (agents, models, infrastructure) to distribute prosperity. It acknowledges that achieving this equitable outcome is a political and design challenge, not a technological inevitability.

Odaily星球日报07/15 02:09

Understanding Circle Founder's "Agentic Economy" Treatise: Deciphering How the Economic Landscape Will Be Reshaped in the Next Decade

Odaily星球日报07/15 02:09

Why is Step Fun So Perfect?

The article analyzes StepFun's recent, meticulously orchestrated product launch on July 13th, framing it as a strategic maneuver rather than a conventional unveiling. Facing intense pressure in China's AI landscape, the startup preemptively announced its AI terminal brand STEPX, Step AOS operating system, Amoo personal agent, and the "world's first" Agent Phone, STEPX Neo—just days before a major competitor's launch at WAIC. The author argues this "perfect" presentation, addressing prior industry critiques around agent security, permissions, and ecosystem partnerships upfront, serves as a "perfect defense" aimed at regulators, investors, and the market. Its core purpose is to seize the narrative and define standards for the emerging "Agent Phone" category before giants like ByteDance (with its Doubao phone), Apple, or Huawei solidify control. Behind this move lies StepFun's precarious position. Despite a high valuation and revenue from supplying AI models to phone makers, its business is seen as vulnerable—akin to a "MediaTek of AI," with little pricing power as capabilities commoditize. CEO Yin Qi, drawing from his experience at Megvii, is betting that transitioning from a pure AI model supplier to an integrated "terminal platform" with its own hardware, OS, and ecosystem is essential for survival and sustaining its valuation narrative ahead of a potential IPO. The article concludes that StepFun's launch is a symptom of a broader trend: AI startups are forced to "release the future" and sell ambitious platform visions, often with products still in development, because "today" (current metrics, API revenue) has diminishing value in a market racing toward oligopoly. The very perfection of the presentation underscores the urgency of their fight for a seat at the table.

marsbit07/15 02:06

Why is Step Fun So Perfect?

marsbit07/15 02:06

Trillion-Dollar Stablecoin Surge Challenges Traditional Payments, US Banking Sector Launches Largest Coordinated Counterattack in History

U.S. banks are launching their largest coordinated effort yet to counter the rise of stablecoins, which now facilitate trillions in annual payments. Major institutions including JPMorgan Chase, Bank of America, and Citigroup, coordinated by The Clearing House (TCH), plan to build an interoperable network for tokenized bank deposits. This move, inspired by the successful collaboration that created Zelle, aims to leverage blockchain for faster, cheaper transfers while keeping funds within the regulated banking system. The initiative responds to the rapid growth of stablecoins like USDT and USDC, whose transaction volume surged 72% to approximately $33 trillion last year. Banks see a direct threat as these digital dollars, usable 24/7 across borders, are increasingly adopted by payment firms and financial institutions. The TCH-led network seeks to connect various bank-led blockchain systems, offering scale, deposit insurance, and interoperability that individual bank platforms lack. The goal is to launch next year, initially targeting wholesale payments and tokenized securities settlement. However, the banking consortium faces significant challenges. The sector is fragmented with multiple competing digital currency projects (e.g., from SWIFT and other bank alliances), and historical collaborations like Zelle took years to materialize. While banks hold advantages in trust and regulatory compliance, their slow decision-making contrasts with the crypto industry's pace. Analysts note that although stablecoin issuers currently dominate, if banks successfully unite and execute, their vast resources and existing customer base could pose a formidable challenge in the digital payments race.

marsbit07/15 02:02

Trillion-Dollar Stablecoin Surge Challenges Traditional Payments, US Banking Sector Launches Largest Coordinated Counterattack in History

marsbit07/15 02:02

Additional $450 million fails to lift the price, what STRC truly lacks is never money

Despite raising an additional $450 million, shares of Strategy's (STRC) preferred stock fell, highlighting a deep-seated crisis of investor confidence rather than a lack of capital. The company, the world's largest corporate holder of Bitcoin, now boasts $3 billion in cash reserves, theoretically sufficient to cover dividends for 20 months. However, STRC's price remains at a 13% discount to its $100 face value. The core issue is a severe erosion of trust in founder Michael Saylor. His repeated reversals on key commitments—such as promises not to sell Bitcoin or dilute shares below a certain threshold, which were later broken—have damaged credibility. Market skepticism persists despite the high dividend yield, as STRC lacks the guarantees of a deposit account or money market fund. Ultimately, no amount of cash can restore the confidence repeatedly compromised by management's inconsistent actions.

marsbit07/15 01:58

Additional $450 million fails to lift the price, what STRC truly lacks is never money

marsbit07/15 01:58

Walsh's Hearing Debut, 'New Fed Insider': Emphasizes Zero Tolerance for High Inflation but No Hint on Interest Rate Path

Federal Reserve Chairman Wash's inaugural congressional monetary policy hearing delivered his "new Fed policy declaration," avoiding any clear signals on future interest rate moves—whether cuts or hikes—that the market sought. Instead, he consistently emphasized the Fed's commitment to restoring price stability, maintaining central bank independence, and pledged full advance communication for any future adjustments to the balance sheet. Nick Timiraos, often called the "new Fed whisperer," noted that Wash deliberately avoided hinting at future rate paths, focusing the hearing on reaffirming the Fed's long-term goal of controlling inflation. This stance persisted even after the release of a lower-than-expected June CPI report just before the hearing, which Wash downplayed, stating he did not view the inflation mission as accomplished. Timiraos observed that Wash refrained from using the data to signal any policy inclination, instead stressing that the Fed would rely on economic data to decide how to use its policy tools—interest rates and the balance sheet—to achieve price stability. Bloomberg's analysis suggested the hearing outlined the framework of the "new Fed": upholding monetary policy independence, adhering to the 2% inflation target, rejecting the notion of a trade-off between employment and inflation, and leaving room for future balance sheet and governance reforms. Wash asserted that restoring price stability is foundational for sustained economic growth and job creation, denying any "cruel choice" between the two mandates. Regarding balance sheet reform, a key agenda item, Wash declined to prejudge an ongoing working group's conclusions but promised ample advance communication to the market to prevent sudden disruptions, reaffirming that the balance sheet should serve monetary policy, not fiscal functions. He also strongly defended the Fed's operational independence from political influence, which received positive remarks from some lawmakers across party lines. In summary, Wash's testimony did not alter the near-term interest rate outlook but reinforced a "data-dependent" communication framework. The focus remains on achieving price stability, with future policy actions hinging on incoming economic data rather than a preset path, while the Fed continues its internal reforms and emphasizes transparent communication to manage market expectations.

marsbit07/15 01:57

Walsh's Hearing Debut, 'New Fed Insider': Emphasizes Zero Tolerance for High Inflation but No Hint on Interest Rate Path

marsbit07/15 01:57

10000 Hours of Human Data, Trains the World's First Whole-Body Mobile Manipulation Implicit World-Action Model

"Being-M0.7" is the world's first latent world-action model for whole-body mobile manipulation in humanoid robots, developed by Zhi Zai Wu Jie (Beyond Being). Trained on over 10,000 hours of human-centric multimodal data, it aims to overcome key industry challenges: the high cost and scarcity of real robot demonstration data, the computational inefficiency of pixel-level video prediction models, and the lack of full-body coordination in existing approaches. The model is based on a Vision-Motion Mixture-of-Transformers (MoT) architecture, which allows training on a mixture of paired video-motion data, pure video data, and pure motion sequences. A key design is a unified motion representation that bridges human and robot morphology, enabling knowledge transfer from vast human behavioral data to specific robot control. After pre-training on human data, the model is adapted to a real robot (Unitree G1) using a small amount of teleoperated demonstration data via a lightweight "Action Expert" module. This process decouples low-frequency world planning from high-frequency motion control. The model was tested in four challenging real-world demos: fishing a toy fish from water (liquid interaction), retrieving an object using a mirror (visual reasoning), a multi-step pick-and-place task, and obstacle avoidance while carrying a box. In comparative tests against other models, Being-M0.7 showed stronger performance in tasks requiring indirect reasoning and full-body coordination. This work represents a shift in humanoid robotics competition from hardware spectacle to model capabilities rooted in scalable data and training paradigms, using human experience as a foundation for physical world understanding and action.

marsbit07/15 01:48

10000 Hours of Human Data, Trains the World's First Whole-Body Mobile Manipulation Implicit World-Action Model

marsbit07/15 01:48

Trillion-Dollar Stablecoins Challenge Traditional Payments, US Banks Launch Largest Coordinated Counterattack in History

Major U.S. banks, including JPMorgan Chase, Bank of America, and Citigroup, are launching a coordinated effort through The Clearing House to build a shared network for tokenized bank deposits. This move is a direct response to the rapid growth of stablecoins, which processed an estimated $33 trillion in transactions last year and threaten to erode banks' core payment businesses. The initiative aims to replicate the success of the Zelle network by creating interoperable, blockchain-based infrastructure for faster, cheaper digital dollar transfers that retain banking system benefits like deposit insurance. The project seeks to connect multiple bank-led digital currency systems, overcoming the current limitation of closed networks. While banks hold advantages in scale and regulation, the effort faces significant challenges, including slow decision-making among rivals, a crowded field of similar projects from consortia like SWIFT, and the need to keep pace with fast-moving crypto innovators. Despite these hurdles, banks are motivated by the clear competitive threat as stablecoins gain traction for corporate and cross-border payments. The network is slated to launch next year, initially focusing on wholesale payments and tokenized securities settlement.

Foresight News07/15 01:34

Trillion-Dollar Stablecoins Challenge Traditional Payments, US Banks Launch Largest Coordinated Counterattack in History

Foresight News07/15 01:34

A Year Later, 'Lean Ethereum' Moves Forward: What Is Ethereum Aiming to Achieve?

A year after its initial proposal, "Lean Ethereum" is resurfacing as a core focus, signaling a potential fundamental shift in Ethereum's development narrative. While recent years prioritized scalability (e.g., Rollups, blobs), current discussions center on long-term sustainability and decentralization. This shift is evident on multiple fronts. Organizationally, the Ethereum Foundation (EF) is becoming "leaner and more focused," while key responsibilities like R&D (Ethlabs) and institutional outreach (Ethereum Institution) are being distributed to independent organizations. This aims to reduce systemic reliance on a single entity. Technologically, "Lean Ethereum," described by Vitalik Buterin as Ethereum's "third major iteration," outlines a 3-4 year roadmap. Its goals extend beyond raw throughput to emphasize protocol properties for a "long-term trust infrastructure." Key directions include: protocol simplification via "light verification" (using recursive STARKs instead of heavy re-execution); prioritizing quantum resistance; integrating privacy as a first-class protocol goal; and consensus-layer improvements for faster finality and reduced validator burden. Complementing this, the proposed 0x02 compounding validators feature seeks to make staking rewards more sustainable and equitable for smaller participants by allowing native reinvestment, improving capital efficiency and reducing network overhead. Together, these changes represent a move towards "subtraction": reducing dependency on centralized organizations, the cost for individuals to verify the chain, and capital inefficiencies in network participation. The aim is a more decentralized, verifiable, and resilient Ethereum capable of supporting the next decade of growth, even if the tangible benefits of these foundational shifts may take years to fully materialize.

marsbit07/15 01:25

A Year Later, 'Lean Ethereum' Moves Forward: What Is Ethereum Aiming to Achieve?

marsbit07/15 01:25

Banking Groups Push Senate To Rewrite Stablecoin Yield Rules

A coalition of banking groups has urged the U.S. Senate to revise rules governing stablecoin yields, highlighting regulatory tensions between traditional banks and crypto issuers. This push is tied to the ongoing debate around the CLARITY Act. The development underscores a broader market shift from speculative cycles towards practical questions of user access, safety, and operational incentives within crypto infrastructure. While the proposal adds a specific data point for the market to weigh regarding stablecoin mechanisms and potential regulatory change, it remains an early-stage signal. The report cautions against overreaction, noting that the true impact will depend on subsequent adoption, regulatory responses, and market confirmation rather than the initial headline alone.

bitcoinist07/15 01:16

Banking Groups Push Senate To Rewrite Stablecoin Yield Rules

bitcoinist07/15 01:16

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