Pickful
Crypto community, better in app
不说话的汤姆猫
· 19h
NVIDIA创始人黄仁勋入驻X平台引发链上meme币狂潮，Solana概念币半小时涨超300倍。是投机泡沫还是AI+加密叙事拐点？
Fy5890
· 5d
加拿大加密周正式开幕，大会重点围绕AI智能体、RWA合规展开研讨，香港官方到场推介数字资产政策，意向合作项目环比大涨60%。
作为北美头部Web3峰会，印证海外资本重点布局AI+Web3赛道，亚太、北美区块链生态联动持续加深。
AI链上应用、合规RWA短期热度走高，长期推动海外机构加码实体区块链项目，加速行业合规落地。
#Web3行业动态 #AI+Web3
来源：PANews 2026.07.20
温馨提示：内容仅行业资讯，不构成投资建议。
Deepidea
· 3w
If you’re making calls about the AI endgame five or ten years out — this pushes the book’s deflation curve to its limit and asks the question every investor and founder eventually faces: when intelligence itself nears free and floods the world like water and power, where does value flee? The ...
· 4w
If you’re building or about to build an AI company — this folds the book into founding decisions: which layer to build at, how to dig a moat, which are the ways to die, when to sell to the platform. The core is one line and a day-one checklist. No company names — positions and mechanisms. The...
If you allocate AI assets, or hold a pile of AI names and don’t know what ruler to measure them with — this folds the book’s judgment into an operating manual you could put in front of an IC. No company names (companies go stale; layers and mechanisms don’t). How to allocate, how to discount, ...
· 1M
If your moat is built on “users can’t leave,” if you value switching costs in downstream apps, or if you’re judging how high-risk a scenario agents can actually deploy into — here’s why regulation isn’t a fuzzy blob of “policy risk” but three independent variables, each repricing a different l...
If you value AI upstream, judge how geopolitical risk discounts into compute assets, or are eyeing the sovereign-AI budget — here’s how politics reprices upstream: it doesn’t change the direction profit flees toward scarcity, but it installs a gate on who is eligible to own the scarcity. Phys...
If you invest in AI infrastructure, judge how long upstream compute can keep earning, or allocate across data centers, power, and chips — here’s a judgment that traditional-utility P/E badly underrates: the power supply curve is the master switch on the duration of the entire AI upstream profi...
Azhong
🎯Monad观点
AI智能代理会成为新市场主体，稳定币+区块链搭建机器专属金融系统，革新传统金融。
1. 传统金融短板：
依靠人工审核、KYC、固定营业时间，跨境手续繁琐，速度慢，没法7×24小时毫秒级自动交易，适配人类交易模式，不适配AI自动化高频跨区域交易。
2. 机器经济优势：
稳定币适配程序API调用，毫秒清算，跨境流通不用中转银行，无国界限制；区块链做底层，全天候运行。
3. 未来逻辑：
AI自主执行交易，稳定币充当机器通用结算货币，区块链做底层，形成独立机器金融生态，和以人为核心的传统金融分开。
#区块链 #web3#AI
If you invest in enterprise AI, sell agents to large accounts, or are puzzled that “adoption is sky-high but profit won’t budge” — here’s the arithmetic that troubles every CFO, and how it decides where the AI money actually flows. Every enterprise-AI survey repeats one finding: adoption is a...
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