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May 2025

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付費文章 (2)

Bitcoin’s Silent IPO: Why This Consolidation Isn’t What You Think

The quiet liquidity event reshaping Bitcoin’s ownership base and its future stability

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A payments protocol for the internet. Built on HTTP

Payments on the internet are fundamentally flawed. Credit Cards are high friction, hard to accept, have minimum payments that are far too high, and don't fit into the programmatic nature of the internet. It's time for an open, internet-native form of payments. A payment rail that doesn't have high minimums + % based fee. Payments that are amazing for humans and AI agents.

0.07 USDC 2 次購買

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Love

· 6d

#Robinhood Social 现已面向所有用户开放。

当我们开始进行已验证的交易时，我们就知道这仅仅是第一步。

今天，您可以分享图表、损益表、资产配置，关注您信任的人，并第一时间获取新闻和公司动态。未来几周，所有这些功能都将在 Legend 上推出。

我一直都想要这个功能。现在它终于在应用里上线了。快去看看吧。

https://x.com/vladtenev/status/2110083466985713911

中文 English

0:00 船长，有东西干扰我们的通信线路。我们的

0:03 乘客正在收到大量虚假交易信息

0:06 哇，肯定是我们的新“朋友”干的

0:10 船长，情况更糟了。他们发送假截图，试图让

0:15 我们的交易员加入他们的Discord VIP信号群。不，长官

0:19 是Telegram。哦，不

0:21 Anna，我们能不能确保只有经过验证的数据包能通过？我能做得更好

0:26 船长。我们一直在测试一个新的简单方法

0:29 它只会让真实交易通过

0:32 我们能马上启用吗？还等什么，船长？

0:36 我们得赶快，免得发生复制交易的状况，同意吗？

0:41 一号，

0:41 我需要引擎室支援，撑不住这些机器人了

0:47 马上，Burke的支援正在赶来

0:50 Abhishek，去引擎室。是，船长，Abhishek

0:53 请快点

0:56 Anna，Robinhood Social多久能激活？我现在正在激活，

1:01 马上Robinhood Social就会向所有人开放

1:05 我们的乘客和整个银河系的用户。完美，希望这能阻挡

1:10 未验证的交易

1:11 通信线路现在怎么样了？正在恢复。好，太好了

1:17 现在Robinhood Social已经脱离测试阶段，正式向大多数人开放，

1:27 部分用户之前有提前体验，但大多数人

1:33 这是全新体验，打开Robinhood，你会看到屏幕左下角多了一个标签页

1:37 只需点击并注册，

1:38 你可以发帖，也可以不发，

1:42 但你很可能想看看那些交易点子

1:44 我知道这平台很棒，因为所有交易都是真实的，

1:49 这对我们的用户帮助很大

1:52 所以我们扩大了这一功能，意味着每当有人发布他们的盈亏，

1:56 那些都是实际的投资组合分配，告诉你人们真正

2:00 投资什么，我们还在添加持仓发布和长期分析

2:04 想象一下，有验证组成部分的Substack

2:08 当然，任何平台最重要的是你们——交易员们

2:13 像你们这样分享点子和胜利的人

2:15 我们还邀请了拥有数百万粉丝的市场评论员

2:19 他们都是经过验证的，我们还增加了来自大公司的信息流，

2:24 政治家、CEO和新闻，这样你能拥有一个全是信号的时间线

2:29 现在通信线路已经安全了

2:32 还没完全安全。什么意思？我们还有一条通信线路需要

2:39 升级，啊，是高级线路

2:41 我会从通信袋里开启它。干得好，Anna，继续，我这边会告诉

2:46 他们怎么操作

2:48 我们将Anna刚才展示的同样经过验证的网络，直接接入

2:53 Legend

2:54 让Legend成为唯一内置经过验证的社交信号的专业交易平台，

2:58 直接融入你的工作流程。让我来展示给你看

3:00 我已经设置好了Legend布局，包含我平时使用的小部件：

3:07 图表、链分析和快照小部件

3:10 但在我下单前，我想再加一件事

3:13 我会从菜单抓取新的社交小部件，放进布局中，

3:17 立刻

3:18 它就会与我其他的小部件同步

3:21 如果你以前用过移动版社交，这看起来应该很熟悉

3:25 的界面

3:25 它有和移动端一样的验证交易者图表

3:29 但毕竟这是Legend，我们想让你能更进一步

3:33 如果我找到一个喜欢的创意帖子，我现在可以点击进去

3:38 你会看到该帖有高亮的交易卡，点击它，我可以

3:43 一键将其广播到我的图表上

3:45 绿色柱状代表买入，红色柱状代表卖出，

3:49 这样我能判断他们是已退出还是仍看好该标的

3:54 深入查看还能看到每笔进场

3:57 显示具体数量和成交价

4:00 这是我最喜欢的部分，我很认可这个策略。只用一笔交易我

4:05 就能紧跟着他们操作

4:07 这就是社交功能整合到Legend的强大之处

0:00 Captain there's something interfering with our communication lines. Our

0:03 passengers are getting spammed with fake trades

0:06 Wow, it must be our new friends

0:10 Captain it's getting worse. They're sending fake screenshots and trying to get

0:15 our traders to join their VIP signal group on discord. No, sir

0:19 Telegram. Oh, no

0:21 Can we ensure only verified packets are getting through Anna? I can do better

0:26 than that captain. We've been testing a new simple

0:29 That will get us to only real trades through

0:32 Can we switch it on immediately? What are we waiting for on it captain?

0:36 We need to hurry before we have a copy trade situation on our hands agreed

0:41 number one

0:41 I need support in the engine room and can't hold off these bots much longer

0:47 right away Burke's assistance is on the way

0:50 Abhishek head over to the engine room. Yes captain Abhishek

0:53 please hurry

0:56 Anna how soon can you activate Robinhood social? I'm activating it now in

1:01 moments Robinhood social will be available for everyone

1:05 Our passengers and those across the galaxy perfect. Hopefully this will block

1:10 the unverified trades

1:11 How are the communication lines looking now? They're recovering. Okay, good

1:17 So now Robinhood social is out of beta and officially launch for most of you

1:27 some of you had early access but for most of you

1:33 This is gonna be new open up Robinhood. You'll see a new tab in the bottom

1:37 corner of your screen

1:38 Just tap and sign up you can post or not

1:42 But you'll probably want to see the trade ideas out there

1:44 And I know that this is a ultimate platform because all the trades are real and

1:49 that's been so helpful to our users

1:52 That we've expanded that that means anytime someone posts their P&L

1:56 Those are real portfolio allocations will tell you what people are really

2:00 investing in and we're adding position posts and long-term analysis

2:04 Imagine a sub stack with verified components

2:08 But of course the most important part of any platform is all of you the traders

2:13 like you who share their ideas and wins

2:15 And we're adding market commentators with millions of followers elsewhere

2:19 They're verified of course and we're adding feeds from major companies

2:24 Politicians CEO's and news so you can carry a timeline that is all signal and

2:29 now the communication lines are safe

2:32 Well not quite. What do you mean? We still have one more communication line. We

2:39 need to upgrade. Ah the advanced one

2:41 I'll switch that on from the comms bag. Well done Anna. Go ahead. I'll tell

2:46 them how it works in the meantime

2:48 We're bringing the same verified network Anna just showed you directly to

2:53 legend

2:54 Making legend the only pro trading platform with verified social signals built

2:58 right into your workflow. Let me show you

3:00 I've got my legend layout set up with all the widgets I would normally use my

3:07 chart my chain and my snapshot widget

3:10 But before I take a trade I want to add one more thing

3:13 I'll grab the new social widget from the menu and drop it into my layout where

3:17 immediately

3:18 It's synced up with all the other widgets in my setup

3:21 If you've used social on mobile before this will probably look pretty familiar

3:25 to you

3:25 It's got the same verified traders charts that I would see on mobile

3:29 But naturally this is legend so we wanted to let you take it one step further

3:33 If I find a post with an idea I like I can click actually click into it now

3:38 You'll see a highlighted trade card on the post if I click this I can broadcast

3:43 this into my chart with a single click

3:45 The green bars show me where they bought the red bars show me where they sold

3:49 So I can tell if they've exited or are still bullish on the symbol now if I

3:54 drill in I can see the individual entries

3:57 That'll show me exactly the quantity and the price they paid now

4:00 This is my favorite part and I like this thesis. So just with a single trade I

4:05 can be in right alongside them

4:07 Now that's the power of bringing social to legend

Love

· 3w

a16z Web3 投资组合：繁荣、转型与退出

系统梳理 a16z 上一轮 Web3 投资版图，区分直接投资、历史退出、Scout 和母公司投资，并分析基础设施、DeFi、创作者经济、游戏与 NFT 的真实结果。

Love

· 1M

分析 Michael Kagan 成为 CTO gpt-5-6-mini

核心在于他将计算与网络融合为数据中心级的系统化计算单元，借助 Mellanox 的互联经验与多年创业经历，推动 NVIDIA 从卖 GPU 转向全面的数据中心/AI 工厂架构。

Love

· 1M

总结 Omarchy Linux 八月动态 gpt-5-6

八月 Omarchy 彻底完成架构跃迁至 Quickshell/Quattro，成立基金会与 Core Team，推动插件生态、全球 Meetups 与企业赞助扩张。

Love

· 1M

DeepSeek V4 Flash

对话结论除 Coinbase 外，主要 CEX 已在尝试 DEX 集成，但 Coinbase 是唯一能将 DEX 无感嵌入同一界面且由其承担 gas 的方案。

Moon

· 1M

Coinbase DEX 市场分析 gpt-5-6-t-mini

Coinbase 将 DEX 集成到主应用，交易入口由 CEX 转向链上流量，放大长尾资产交易，重塑 CEX/DEX 边界与监管格局。

查看原文 →

Love

· 1M

Gemini 2.5 Flash Lite

Polymarket是去中心化预测市场，免KYC，用pUSD在多条Layer2交易，流程涵盖钱包、连接、充值、交易、结算与提现，特点是话题广、界面友好、链上结算、多L2支持与信息源。

Moon

· 1M

Polymarket USDT还是USDC gpt-5-5

Polymarket 交易以 pUSD 为主，底层由 USDC 支持，充值首选 USDC；USDT 也可桥接成 pUSD，但有成本。多数国家可用，部分地区受限，大陆未单独列出。

查看原文 →

Love

· 2M

赌桌上长不出思想

上一篇说 Polymarket 长不成思想社区，这句话不准确——它压根没打算成为。真正的问题是：收益来自对手的亏损时，公开你的推理等于稀释自己的赔率。一个惩罚说话的结构，装不下思想。

Love

· 2M

前沿的洞见，没有标的

"给偏离共识的观点更高激励"这个出发点会自毁。这一篇是修正的过程：偏离度是赔率不是分数、我坚持的一个前提是错的、以及没有价格的时候用什么结算。

Love

· 2M

所有社交产品都是共识放大器

点赞、热度、转发本质上都是同一个维度——多少人认同。而信息的价值和它的流行度几乎是反着的。朋友 Van 抛出一个想法：给"和主流观点的偏离程度"定价。这个方向很锋利，但它的原始形态会自毁。

Love

· 3M

Robinhood Chain 与生态简介

Robinhood Chain 是 Robinhood 推出的面向链上金融、RWA 与 Stock Tokens 的 EVM 兼容 Layer 2，基于 Arbitrum 技术栈，生态覆盖交易、借贷、桥、钱包、基础设施和数据合规。

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