Pickful
加密社区，App 体验更佳
不说话的汤姆猫
· 1w
ElizaOS代币24小时暴跌19%创历史新低，创始人Shaw Walters亲口宣布代币“已死”、基金会解散。AI Agent代币的IP与社区利益错位问题，值得所有玩家警惕。
Cloudflare推出AI Agent可编程钱包，基于x402协议支持稳定币微支付。结合Stripe收购OpenRouter、Mastercard收购BVNK，机器间支付正从概念变成军备竞赛。
OKX.AI 官宣首届实盘交易黑客松：Agent 须部署成 Trading ASP，拿至少 300 USDT 真钱实盘交易并按收益率排名。奖金不大信号不小——AI Agent 从工具变成资金管理者，链上可审计性是 Agent 交易的最佳土壤，但风险责任归属仍是未解之题。
· 3w
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
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
· 1M
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 ...
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, ...
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...
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