# Сопутствующие статьи по теме Economy

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

Data Inflation, Is ETH's Fundamental Still There?

The report by Culper Research argues that Ethereum's fundamentals have been severely damaged following the December 2025 Fusaka upgrade. The upgrade increased the gas limit, causing a 90% drop in gas fees—far more than the 10-30% predicted—and led to a surplus of cheap block space. This has enabled a surge in "address poisoning" or "dusting" attacks, which now account for 95% of new wallet creation and over 22.5% of all ETH transactions. The authors claim these attacks artificially inflate on-chain activity metrics, such as active addresses and transaction volume, which are mistakenly cited by bulls like Tom Lee as evidence of organic growth. Additionally, the report states that lower transaction fees have reduced validator earnings, weakening staking incentives and undermining Ethereum’s token economics. It highlights that Vitalik Buterin has been selling significant amounts of ETH, suggesting insider awareness of these issues. The authors also note competitive threats from Solana, which is gaining developer momentum and institutional adoption. Culper Research concludes that Ethereum’s economic model is broken and maintains a bearish outlook on ETH.

比推03/06 14:28

Data Inflation, Is ETH's Fundamental Still There?

比推03/06 14:28

Crypto Prices Race Back as US Job Growth and Unemployment Rate Expected to Remain Steady

Crypto prices have declined, erasing yesterday's gains, with the total market cap dropping 1.89% to $2.4 trillion. Major cryptocurrencies like Bitcoin (BTC) and Ethereum (ETH) fell by 2.25% and 1.99%, respectively. This movement coincides with expectations of slowed US job growth and a steady unemployment rate of 4.3% for February. The upcoming jobs report is being closely watched for potential impacts of recent tariff policies. Furthermore, the expanding Middle East conflict has driven retail gasoline prices up by approximately 20%, raising global inflation concerns and increasing market volatility.

TheNewsCrypto03/06 09:42

Crypto Prices Race Back as US Job Growth and Unemployment Rate Expected to Remain Steady

TheNewsCrypto03/06 09:42

Knowledge Arbitrage is Dead, Long Live the Narrator

The article argues that in the age of information abundance, traditional "knowledge arbitrage"—profiting from access, translation, synthesis, or authority over information—is dead. AI's ability to instantly generate vast amounts of content has made explicit, easily codified knowledge a cheap commodity, often just noise. This creates a paradox: more information leads to shallower understanding, denser content to shorter memory, and richer explanations to scarcer meaning. The author posits that we now live in a "narrative economy." In this "post-scarcity" world, the only remaining true leverage is narrative. Narrative is not merely storytelling; it is the fundamental mechanism for constructing meaning, order, and belief amidst chaos. It determines what gets seen, trusted, acted upon, and remembered. The piece outlines how AI has dismantled the four pillars of knowledge arbitrage (access, translation, synthesis, and authority) and concludes that while knowledge套利 is dead, the power of narrative is eternal and is the critical lever for creators and entrepreneurs in the AI era.

marsbit03/06 09:23

Knowledge Arbitrage is Dead, Long Live the Narrator

marsbit03/06 09:23

On-Chain Economy: Past, Present, and Future

On-Chain Economy: Past, Present, and Future In 2014, before "Web3" became synonymous with blockchain and crypto assets, the core vision revolved around smart contracts and their potential to enable a self-managing decentralized network. This early idea evolved into the concept of a Smart Economy, where autonomous economic coordination could flourish. Today, Web3 is rapidly growing, largely driven by decentralized finance (DeFi). Stablecoins serve as global settlement tools, and crypto assets have reshaped public understanding of money. Beneath these developments lies a fundamental improvement in financial efficiency. At the same time, AI has moved from abstract concept to daily reality. While many see AI as a productivity tool, its deeper role is that of a new financial efficiency paradigm. By increasing productivity, AI raises the value of attention even during non-working hours, making it a natural core component of the next-generation on-chain economy. The future on-chain economy will be defined by three core features: 1. Minimal human involvement: Humans act as intent providers, while AI handles analysis, execution, and feedback. 2. Complete trustlessness: Systems must be fully secure and trustless. 3. Extreme efficiency: AI will push capital utilization to unprecedented levels. Key enabling technologies include rapidly evolving AI models, intent-based AI agents, agent networks, privacy-preserving tech like ZKP and FHE, enhanced security components, and sustainable monitoring systems. The convergence of AI and blockchain will lead to an organic, self-evolving, and autonomous on-chain economy—what we call the Intelligent Sensible Economy. This is not just a faster system but a structural shift: from human-centered operations to collaboratively intelligent networks. The economy begins to exhibit life-like traits, responding to data, adapting, and self-optimizing. This transformation raises a fundamental question: as systems become self-learning and self-coordinating, are we still building an economy—or a new form of intelligent life?

marsbit03/06 08:23

Your AI Agent is Quietly Changing the Rules of the Internet

AI Agents are rapidly transforming the internet landscape, evolving from experimental tools to essential components in daily operations—managing emails, scheduling meetings, and handling support tickets. By 2025, automated traffic is projected to surpass human activity, accounting for 51% of all web traffic, with AI-driven visits to US retail sites surging by 4,700% year-over-year. However, confidence in fully autonomous agents has declined due to security concerns, as infrastructure struggles to keep pace with their expansion. Key challenges include discoverability—agents must efficiently find machine-readable services amidst web pages designed for humans, prompting a shift from SEO to Agent-Oriented Discoverability (AEO). Identity is critical: agents require cryptographic authentication, delegated authority, and real-world accountability to transact securely, leading to emerging standards like ERC-8004 and protocols such as Visa’s Trusted Agent Protocol. Finally, reputation systems are essential to verify agent performance through methods like trusted execution environments (TEEs), zero-knowledge machine learning (ZKML), and economic security models, enabling portable, auditable records of reliability. Together, discoverability, identity, and reputation form the foundational infrastructure for an agent-driven economy, ensuring agents can operate at scale with trust and autonomy.

比推03/05 19:13

Your AI Agent is Quietly Changing the Rules of the Internet

比推03/05 19:13

AI Collectively Abandons Fiat: Bitcoin Becomes the Preferred Currency for Autonomous Economic Agents

A recent study by the Bitcoin Policy Institute tested 36 AI models from six companies—Anthropic, OpenAI, Google, DeepSeek, xAI, and MiniMax—to evaluate their preferences between Bitcoin and traditional fiat currencies in simulated economic scenarios. The models, acting as autonomous economic agents, were presented with 28 scenarios covering core monetary functions like savings, payments, and settlements. Out of 9,072 responses, not a single AI model selected fiat currency as its first choice. Bitcoin was the preferred currency in 22 out of 36 models, particularly for long-term savings, where it was chosen 79.1% of the time. Stablecoins were favored for payments (53.2%) and settlements (43%), while Bitcoin ranked second in these categories at 36% and 30.9%, respectively. Among the AI developers, Anthropic’s models showed the strongest preference for Bitcoin (68%), followed by DeepSeek (51.7%), Google (43%), xAI (39.2%), MiniMax (34.9%), and OpenAI (25.9%). The study emphasized that the AI’s choices were based on technical and economic attributes derived from training data rather than real-world predictions. Despite this limitation, the consistent preference for Bitcoin across diverse AI systems suggests a broad consensus on what constitutes sound money.

比推03/04 15:58

AI Collectively Abandons Fiat: Bitcoin Becomes the Preferred Currency for Autonomous Economic Agents

比推03/04 15:58

Ray Dalio: Gold is a better option than Bitcoin, tech stocks because…

Global economies faced significant uncertainty in 2025-2026 due to trade restrictions and geopolitical tensions, leading investors toward established assets like gold. According to Ray Dalio, gold is perceived as a safer, more established store of value, especially since central banks and individuals are acquiring it as a hedge against inflation and debt. Gold has shown strong performance, trading within an ascending channel and avoiding major drawdowns. In contrast, Bitcoin lags behind due to its lack of privacy and traceable transactions, which deter central banks from holding it. Dalio also notes that Bitcoin has a high correlation with tech stocks, making it vulnerable during market downturns. Investors tend to liquidate BTC during financial stress, adding downward pressure. While gold benefits from its role as a portfolio diversifier and sustained demand, Bitcoin remains influenced by global liquidity and risk sentiment. For Bitcoin to rival gold, a shift in demand and improved market liquidity would be necessary. Until then, gold is positioned to outperform.

ambcrypto03/04 15:02

Ray Dalio: Gold is a better option than Bitcoin, tech stocks because…

ambcrypto03/04 15:02

When "Vibe Coding" Enters the Gaming World, What Is Verse8 Changing?

"Vibe Coding" is reshaping game development, and platforms like Verse8 are at the forefront of this shift. The article begins with the author’s experience playing Mine8, a simple yet engaging game, highlighting how AI is lowering barriers in game creation. Unlike traditional tools, Verse8 allows users to generate playable games using natural language prompts, dramatically speeding up development—often to just hours. The platform functions like a "TikTok for games," enabling both play and creation. Its core engine, Agent8, handles complex backend tasks like asset generation, code debugging, and deployment, while the "Spin" feature lets users remix existing games easily. Integrated with Story Protocol, Verse8 also ensures on-chain IP ownership and rewards original creators as content evolves. With over 4,000 creators, 25,000 games, and 3.5 million daily active users, Verse8 is demonstrating real traction. Early metrics show significant growth in engagement and creation time. Though still in early stages—with no token launched yet—it offers reward mechanisms and collaborates with major IPs like Moonbirds and Azuki. Ultimately, Verse8 is transforming games from static entertainment into dynamic, creator-driven media—making game creation accessible and scalable within the Web3 economy.

Odaily星球日报03/04 06:24

When "Vibe Coding" Enters the Gaming World, What Is Verse8 Changing?

Odaily星球日报03/04 06:24

When AI Starts Paying for Itself

The article "When AI Starts Paying for Itself" discusses the emergence of the x402 protocol, which enables AI agents to autonomously make micro-payments for services like data and computation. In 2025, Coinbase and Cloudflare revived the long-dormant HTTP 402 status code ("Payment Required") to create a seamless payment layer for the internet. The protocol allows an AI agent to receive a payment request, authorize it with a cryptographic signature, and complete the transaction in under a second—with no human involvement, accounts, or traditional banking infrastructure. Supported by low-cost Layer 2 blockchains and stablecoins, x402 processed over 100 million transactions within months. Its V2 update added multi-chain support and session-based authentication. Google later integrated a similar model into its Agentic Payments Protocol (AP2). However, trust between autonomous agents remains a challenge. ERC-8004, an Ethereum standard, addresses this by providing on-chain identity (via NFT-based IDs), reputation tracking, and task verification systems. The ecosystem faces risks: speculative "x402-themed" meme tokens have surged without real utility, technical vulnerabilities exist, and competing standards from Google and a16z threaten fragmentation. Furthermore, regulatory frameworks for AI-driven transactions are undeveloped. In summary, x402 and ERC-8004 aim to create a trustless, open economic network for AI agents—but must overcome technical, economic, and competitive hurdles to achieve widespread adoption.

marsbit03/04 02:54

Beyond Islamic Doctrine, Iran Needs Bitcoin

Amid escalating tensions in the Middle East, Iranians are increasingly turning to cryptocurrencies like Bitcoin and USDT as a safe haven for their assets, seeking protection from the rapid devaluation of the national currency, the rial. Following recent military actions, outflow from Iran’s largest crypto exchange, Nobitex, surged by 700%, with over $10 million in crypto assets leaving the country in just four days. Iran’s economy, heavily constrained by U.S. sanctions and high inflation, faces persistent currency instability. The rial has plummeted from 32,000 to over 1.5 million per dollar since 2015, driving demand for stable assets. Despite Islamic教义’s restrictions on speculative financial activities, both the public and state entities use crypto for preservation and evasion. The government exhibits a dual stance: tolerating crypto for useful purposes like bypassing sanctions—state-linked groups have moved billions in crypto—while periodically restricting access to protect the rial. Meanwhile, illegal crypto mining consumes significant electricity, worsening national power shortages. Over 95% of mining is unlicensed, often protected by privileged groups, including religious and military sites, straining resources and causing blackouts for ordinary citizens. Cryptocurrency remains a critical, if controversial, lifeline in Iran’s unstable economy.

marsbit03/03 14:41

Beyond Islamic Doctrine, Iran Needs Bitcoin