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May 2025

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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.

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Post Media

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· 3w

Robinhood 股票代币现已上线 Morpho。

用户现在可以将股票代币作为抵押品，借入稳定币。

任何应用都可以集成股票代币的信贷市场：由 Morpho 提供信贷网络，并由 @RobinhoodCrypto 的 Robinhood Chain 提供代币化基础设施。

原始链接：https://x.com/Morpho/status/2113269057965404398

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· 3w

全球商业金融服务，现在可直接通过手机浏览器使用。

更进一步。

立即体验。

原始链接：https://x.com/altitude/status/2113268940306878611

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· 3w

“我们怎样才能把规模做得更大……”

——Brian Armstrong

原始链接：https://x.com/zfellows/status/2111826383219605993

中文 English

0:00 我觉得刚开始尝试创业时，我只想做一些只需要技术创新的小项目，但最终都没什么影响力。我的建议是，选择更有雄心的长期项目。

0:18 我认为任何值得做的事情都会有技术成分，但你可能还得面对法规和政府问题，不要回避这些挑战，解决难题才创造价值。可能需要10年时间

0:30 才开始有所突破，20年后才能真正产生影响。我觉得人们通常不愿意挑战雄心勃勃的成长难题。那才是价值的真正来源，而且涉足这领域的人更少，所以我一直在思考如何

0:45 胸怀大志，追求更雄心勃勃的目标。

0:00 I think when I was first trying to start companies, I was looking for things

0:03 that I, you know,

0:06 only required some tech innovation, they were smaller ideas and none of them

0:11 ended up really

0:12 mattering. I think my advice would be go for more ambitious long-term projects.

0:18 I think anything

0:18 worth doing is going to have a tech component but it's also going to, you're

0:21 probably going to have

0:22 to bump up against legislation, the government, don't shy away from those

0:26 problems, solving these

0:27 hard problems is what creates value. It's probably going to take 10 years to

0:30 even start to make a

0:31 dent in it and by 20 years you'll have really started to have an impact and so

0:35 I think people

0:36 generally don't tackle ambitious growth problems. That's where the value gets

0:40 printed and there's

0:41 fewer people who play in that space and so I just keep thinking about how do we

0:45 think bigger and go

0:46 for more ambitious.

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· 3w

@thorstenball 已经三个月没写设计文档了。当他在开发某个功能时遇到瓶颈，他转而去问智能体。

智能体回答：“是啊，你当然会卡住，哥们。”

原始链接：https://x.com/AmpCode/status/2113178554049380424

中文 English

0:00 在过去三个月里，你花了多少时间写技术设计文档或架构设计评审之类的东西？

0:08 一点都没。

0:09 我不写产品需求文档，我不知道。

0:11 我主要是在协作一些概念。

0:13 比如昨晚，我在做这个东西。

0:16 我感觉卡住了。

0:17 怎么才能做出可交付的东西？

0:19 感觉我被八个不同的概念困住了。

0:21 所以我基本上就这么说了。

0:23 看看这个，看看它是怎么运作的。

0:25 帮我分析一下这个。

0:26 我觉得我卡住了。

0:27 我不知道什么是可交付的产品。

0:29 它运行了一下，然后又回来了。

0:31 就是，当然你卡住了，伙计。

0:33 你知道的，用的“伙计”这个词。

0:35 然后它说，你想做的是这五件不同的事。

0:38 然后告诉你如何组织结构。

0:40 这样做的意思是，你在安排负责那些部分的团队开Zoom会议，审查你的改动。没人一开始就批准。

0:00 How much time have you spent in the last three months writing out a technical

0:03 design document

0:05 or architectural design review or whatever?

0:08 Zero.

0:09 I don't write the PRDs. I don't know.

0:11 I'm kind of collaborating on some concepts.

0:13 Like yesterday evening, I'm working on this thing.

0:16 I felt stuck.

0:17 How do I get to a shippable thing?

0:19 It felt like I was stuck with like eight different concepts.

0:21 So then I basically said exactly this.

0:23 Look at this. Look at how it works.

0:25 Analyze this for me.

0:26 I feel like I'm stuck.

0:27 I don't know what the shippable thing is.

0:29 And it went off and worked and then it came back.

0:31 It's like, yeah, of course you're stuck mate.

0:33 And you know, used mate.

0:35 And then it says like, what you're trying to do is like these five different

0:38 things.

0:38 And then here's how we structure it.

0:40 And by doing this, you mean you're setting up Zoom meetings with the teams that

0:43 own those

0:44 to review your changes. Nobody to already approve.

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· 3w

上个月，我们展示了高产率“炼金术”：将汞转化为真正且稳定的黄金，效率达到 CERN 此前纪录的 10 倍。

上周，我们在全球功率最强的等离子体离心机中完成同位素富集，打破了保持 40 年之久的苏联纪录。

现在，我们正在旧金山建造一座聚变反应堆，目标是实现创纪录的功率密度。

原始链接：https://x.com/MarathonFusion/status/2113001073019662481

中文 English

0:00 这就是核聚变。

0:02 过去四年里，我们一直在旧金山市中心默默构建核聚变的基础技术。

0:08 现在我们将所有技术整合进我们的第一个反应堆，预计2027年向首批合作伙伴提供，用于医疗同位素生产和材料鉴定。

0:17 首先，我们将锂熔化并蒸发到固体板上。

0:20 这层锂可被氢同位素饱和，用作靶材。

0:25 然后我们离子化氘，并通过电场加速这些离子进入靶材，产生聚变反应。

0:31 利用这种简单架构，我们能以前所未有的速度扩展，未来一年每月聚变功率密度翻倍。

0:38 我们选择这种架构，因为它有效。

0:41 上世纪80年代，劳伦斯利弗莫尔国家实验室的科学家曾用类似反应堆在高聚变功率密度下运行超过25,000小时。

0:49 我们重新审视这项技术，因为放射性药物需求呈指数增长，最成功的治疗每年服务数万患者。

0:58 我们的第一代商业反应堆将把聚变从实验转变为产业，开发关键供应链，并允许我们测试聚变电厂运行所需的材料。

1:09 这仅仅是个开始。

1:11 肥料养活了半数人类，半导体和大部分现代药物都源于分子设计能力。

1:18 现在我们更进一步，开启可规模化交通运输的革命。

1:23 我们的最新实验展示了稀有医疗同位素、用于聚变反应堆的氚的生产，甚至验证了共生产电力和黄金的可扩展路线。

1:34 这就是核聚变，为医疗、材料和能源而生。

0:00 This is Nuclear Fusion.

0:02 Over the last four years, we've been quietly building the foundational

0:05 technologies for Fusion in downtown San Francisco.

0:08 And now we're bringing it all together in our first reactor, which we're making

0:11 available to our first partners in 2027 for medical isotope production and

0:15 materials qualification.

0:17 First we melt lithium and evaporate it onto a solid plate.

0:20 This layer of lithium can be saturated with hydrogen isotopes and used as a

0:24 target.

0:25 Then we ionize deuterium and accelerate those ions through an electric field

0:28 into the target, creating fusion.

0:31 Using this simple architecture, we can scale at an unprecedented rate, doubling

0:35 the fusion power density that we get every month over the next year.

0:38 We chose this architecture because it works.

0:41 In the 1980s, scientists at Lawrence Livermore National Lab operated a similar

0:44 reactor for over 25,000 hours at high fusion power density.

0:49 While we revisit this, because demand for radiopharmaceuticals has gone

0:52 exponential, with the most successful treatments serving tens of thousands of

0:56 patients per year.

0:58 Our first generation of commercial reactors will transform fusion from an

1:01 experiment to an industry, developing critical supply chains and allowing us to

1:05 test the materials necessary for operation of fusion power plants.

1:09 And that's just the start.

1:11 Fertilizers to feed half of humanity, semiconductors, and most of our modern

1:15 medicines came from the ability to design molecules.

1:18 And now we're going a step further, kicking off a revolution in scalable

1:21 transportation.

1:23 Our recent experiments have shown production of rare medical isotopes, of trit

1:26 ium to power fusion reactors, and even validated our scalable pathway for co-

1:31 production of electricity and gold.

1:34 This is nuclear fusion, for medicine, for materials, and for energy.

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· 3w

正式介绍 Orgo：为智能体提供的计算机。

让每个智能体都拥有一台专属云端桌面，几秒内即可就绪，并始终保持在线。

Orgo 已被 1,000 多家公司采用，今天与 @ycombinator 一同正式发布。

原始链接：https://x.com/orgo/status/2112968463128072440

中文 English

0:00 你好？

0:02 老板，差不多五点了，我准备下班了。

0:05 我打算把我们的工作交给代理人处理。

0:07 听起来不错。

0:08 这是真实案例，展示团队今天如何使用Orga。

0:16 你可以把工作卸载到云端，让代理人继续工作，睡觉不用操心。

0:21 你可以运行Oreo，完全自助，几秒内启动云端计算机。

0:25 在里面，你可以完全操作和管理这些计算机。

0:30 如果说到私人使用，我这里有五个代理人全天候运行。

0:34 已有超过1000个团队使用Orga，反馈非常好。

0:39 每个代理人在独立的云计算机上运行，与你的设备隔离。

0:44 你可以控制团队中谁能操作这些计算机，我们负责保持这些计算机的基础设施运行。

0:00 Hello?

0:02 Hey boss, it's almost five o'clock headed out for today.

0:05 I'm going to hand our work off to our agents.

0:07 Sounds good.

0:08 That's a real example of how teams are using Orga today.

0:16 You can offload your work into the cloud and have your agents continue while

0:20 you sleep.

0:21 You can run Oreo, fully self-serve and launch cloud computers within seconds.

0:25 From inside, you can fully interact with the computer and run computers.

0:30 If over and personal, this is where I have my five agents running 24/7.

0:34 Orga has been used by over 1000 teams and the feedback has been awesome.

0:39 Each agent runs on their isolated cloud computers separate from your own

0:43 machines.

0:44 You can control which one on your team can operate on those computers

0:48 and we take care of the infrastructure that keeps them running.

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· 3w

Whop 完成 2 亿美元 D 轮融资，估值达 51 亿美元

红杉与 Shopify 支持 Whop 新一轮融资。Whop 将继续扩张，并建设面向下一个世纪的经济基础设施。

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· 3w

今天，Monaco 正式推出 Agent Matrix。

Monaco 将释放无数协同工作、主动追求目标的智能体，所有智能体都聚焦于同一个结果：加速营收增长。

如果你还没有一支全天候运作、帮助加速营收增长的智能体大军，那你已经落后于时代。

立即申请抢先体验。

原始链接：https://x.com/samdblond/status/2112936538711683315

中文 English

0:00 如果你没有无数全天候工作的代理加速收入增长，那你就落后了。

0:06 Monaco 正在推出全球最强大的收入代理平台。

0:10 我们称之为代理矩阵。

0:13 它的工作原理是这样的。

0:15 Monaco 释放出无数协同工作的代理，以一个目标为导向。

0:21 加速收入增长。

0:22 这里有几个例子。

0:24 需求代理通过使用 AI 信号个性化并执行多渠道流程，创造新的机会。

0:32 代理寻找与你现有客户相似的人，并安排潜在买家的演示。

0:39 成交代理绝不错失任何机会，提供逐步计划以完成管道中的所有机会。

0:48 营运代理持续分析数据，挖掘业务洞察，采取行动争取更多客户。

0:58 我们的自定义代理构建器让你秒级创建自己的代理。

1:02 连接外部 MCP 服务器，允许 Monaco 代理使用任何第三方工具。

1:08 结果是更多会议、更高转化率和更快的收入增长。

1:14 加入 Monaco 后，平均客户的月增长提升了16个百分点。

1:21 Monaco 是销售的未来。

0:00 If you don't have countless agents working 24/7 to accelerate revenue growth,

0:05 you're living in the past.

0:06 Monaco is launching the most powerful revenue agent platform in the world.

0:10 We call it Agent Matrix.

0:13 Here's how it works.

0:15 Monaco unleashes countless agents working together, goal-seeking, with one

0:19 outcome in mind.

0:21 Accelerate revenue growth.

0:22 Here are a few examples.

0:24 Demand agents create new opportunities by using AI signals to personalize and

0:29 execute multi-channel sequences.

0:32 Agents find look-alikes to your existing customers and schedule demos with

0:38 potential buyers.

0:39 Closing agents never allow opportunities to slip through the cracks and give

0:43 you step-by-step plans to close every opportunity in your pipeline.

0:48 RevOps agents are constantly running cuts of data to surface insights about

0:53 your business and take actions to close more customers.

0:58 Our custom agent builder allows you to create your own agents in seconds.

1:02 Connect external MCP servers and let Monaco agents use any third-party tools.

1:08 The result is more meetings, higher conversion rates, and faster revenue growth

1:14 .

1:14 The average customer increased their month-over-month growth by 16 percentage

1:19 points after joining Monaco.

1:21 Monaco is the future of sales.

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· 3w

Ben Horowitz 谈为什么要把公司的故事当作战略，以及为什么创始人常常忽略写下这个故事——尽管它是工作中最重要的部分之一：

“公司的故事也是公司的战略……在你的脑海里，你每天都会一点点调整战略。但一个季度后，它可能已经与最初的版本大不相同。”

“因此，持续更新你的故事及其表达方式非常重要。我强烈建议把它写下来。”

“这份故事应该能够分享给公司的每一个人、你想招募的每一个人、你希望融资的每一个对象、所有利益相关者以及每一位客户。”

“我认为创始人面临的问题是，这件事感觉不像工作。别人问：‘你今天在做什么？’你回答：‘我在打磨公司的故事。’听上去不像是在工作。”

“正因为它不像工作，人们才不会去做。但它可能恰恰是这份工作中最重要的部分之一。”

@bhorowitz 与 @speedrun 合伙人 @Tocelot 的对谈。

原始链接：https://x.com/a16z/status/2112321778819440880

中文 English

0:00 我认为创始人经常忽视的一点是，公司的故事其实就是公司的战略。没人会有一个完全秘密的战略，而故事又完全不同。

0:27 战略的真相是，它不是你开一次会，和团队讨论“我们的战略是什么，大家说说”，然后集思广益制定出来的。

0:45 真正发生的是，你有了最初的想法，开始了解市场、客户、技术、团队成员的情况，每天在脑海中一点点调整战略，

1:02 但一个季度后，它其实已经和最初的大不相同了。所以不断更新你的故事、清晰表达你的故事非常重要，我强烈建议把它写下来，方便

1:24 与公司里的每个人、你招募的每个人、募资的投资人和所有利益相关者、每个客户分享：这究竟是个什么故事？我觉得创始人有个问题是，这不感觉像工作，比如你今天在做什么？“我在完善我的故事”，听起来不像工作。你为什么不让别人帮你写呢？抱歉这么说，我以前当过CEO。正因为这不感觉像工作，所以很多人不去做，但这可能是岗位上最重要的事情之一。

1:39 真正拥有并反复打磨这个故事，即使像我们公司，John会告诉你，我偶尔会写这个故事，虽然不是一直写，但这对大家很有帮助，也对我很有帮助，让我能明确说“这就是我们的目标”。

2:01 就是要真正拥有那东西，就像今天在公司，约翰会告诉你，我偶尔会写故事，不是一直，但这对大家很有帮助，也有助于我说明我们要做什么。

0:00 Like this is something that I think founders often neglect over time is so the

0:11 story of the company

0:12 is also the strategy of the company. Nobody's got like some strategy

0:19 in their back pocket that's like entirely secret and then they've got a story

0:26 that's different.

0:27 So like that's the one thing and the truth about strategy is it's kind of a

0:34 thing that it's not

0:35 like a meeting that you have and you go out with your team you go like what's

0:39 our strategy? Okay

0:40 everybody give me your input and then we assemble this strategy by committee.

0:45 What really is happening

0:46 is you have the initial idea. You're learning about the market, you're learning

0:50 about the

0:51 customers, you're learning about the technology, you're learning about each

0:53 other and in your mind

0:55 you're kind of adjusting that strategy a little bit at a time every day but

1:02 then a quarter later

1:03 it's actually pretty different than what you started with and so it's really

1:08 important

1:09 that you keep upgrading your story, the articulation of your story and like I

1:16 would definitely recommend

1:17 like it be in written form and it kind of be something that you can share with

1:24 everybody in

1:25 the company but everybody you're recruiting, everybody you're trying to raise

1:28 money from

1:28 like all your constituents, every customer like what the hell is the story of

1:34 this thing and

1:35 the problem that I think founders have is it doesn't feel like work like what

1:39 are you doing

1:39 today? I'm working on my story that doesn't sound like work why don't you have

1:44 like open claw right

1:45 that for you? Sorry for the language I used to be a CEO. So because it doesn't

1:57 feel like work

1:57 people don't do it but it's probably one of the most important parts of the job

2:01 is to have that

2:01 thing really and even like like today at the firm John will tell you like I

2:06 write the story

2:09 you know every once in a while not all the time but it's very helpful for

2:15 people to just go and

2:16 it's helpful for me to go like this is what we're trying to do here.

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· 3w

Grok @Bot 就像雇了一位超级聪明又有趣的员工！

原始链接：https://x.com/elonmusk/status/2113011511429902609