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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

0.02 USDC 6 purchases

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 purchases

Post Media

Love

· 2d

1Password 发布「1Password for Agents」平台。

AI Agent 登录网站时，会向你的密码库申请凭证；只有在你批准后，1Password 才会直接在目标网站自动填充。Agent 能完成任务，却看不到、也拿不到密码。

你始终掌握控制权：个人及家庭账户可免费选择使用。除非主动启用 Agent 连接器，否则任何 Agent 都无法访问你的密码库。

中文 English

0:00 您的AI代理需要访问权限，而不是密码。

0:03 一个密码，助代理安全登录，完成任务，让您轻松安排温馨夜晚或难忘外出。

0:12 预订下一个出城度假或出差的机票？

0:16 买生日、节日的完美礼物，不是所有场合的礼物。

0:22 或者清空日程，专注打造下一个项目。

0:25 一个平台保护您的秘密，让代理知道重要事项。

0:29 无需知道您的密码。

0:31 下次代理登录，只需一个密码。

0:35 看看可能发生什么！

0:00 Your AI agents need access, not your passwords.

0:03 One password for agents unlocks a safer way for your personal agents to log in

0:07 to complete tasks,

0:09 so you can organize a cozy night in or a memorable night out.

0:12 Book your next ticket out of town for vacation or for work?

0:16 Buy the perfect gift for birthdays, holidays, not everything in between.

0:22 Or clear your calendar so you can build your next project.

0:25 One platform to protect your secrets so your agents know what matters.

0:29 Without knowing your passwords.

0:31 So the next time your agents need to sign in, use one password.

0:35 See what's possible!

Love

· 2d

Doug Leone 谈每个风险投资人都会犯的错误：过早卖出赢家。

红杉曾持有英伟达 20%、谷歌 10%、思科四分之一的股份，还是苹果的首位投资者，却都卖掉了。

真正伟大的公司在 IPO 后还能持续复利 20 年以上。如果一家公司面对的市场近乎没有上限，就不该卖出一股。持有，可能让 50 亿美元的收益最终变成 500 亿美元。

中文 English

0:00 每个风险投资者都犯过过早卖出赢家的错误，每一个风险投资者都是如此，因为如果你看看那些伟大的公司，他们在上市后积累了20年，比如Video、Google或Meta，如果你稍微有点敏感，知道这东西有

0:20 基本上是一个多年的无限市场，你绝不应该卖出股票，持有它们能赚得更多，因为如果你将50亿美元的收益复利增长，最终可能变成500亿美元，如果我们持有Google并且不卖出，或者Nvidia，这可能达到半万亿美元

0:37 美元，你知道，没有任何投资能给你这样的回报。你知道我们拥有Nvidia 20%的股份，想想看，我们拥有Google 10%的股份，还有很多其他，比如Apple，你开玩笑吧，我们是苹果的第一批投资者，还有Cisco，我们拥有Cisco系统四分之一的股份

0:56 你知道这些都是大股东，还是非常大的公司，但我们都会犯这个错误。有时候最好的财务决策根本不是财务上的。比如说，如果你考虑一下Sam Walton创造的财富，显然他把财富在积累到孩子之前就捐出去了，但

1:10 如果财富还集中在一个人手里，现在价值应该超过半万亿美元，无论现在数字是多少，你会明白他不是做财务决策，他只是喜欢沃尔玛。这又回到了Nick Sleep的观点，Nick Sleep有一句很棒的名言，他说最好的

1:22 投资者其实根本不是投资者，而是创业者，他们从不卖出。

0:00 every venture investor has made the mistake of selling to early their winners

0:04 every single

0:04 venture investors because if you look at the at the great companies they've

0:09 compounded 20 years

0:10 after the IPO and video or or Google or meta if you had a little sniffer that

0:18 this thing had

0:20 essentially an unbounded market for many years you should never sell share and

0:24 you can make way

0:25 more money holding those because if you're compounding a five billion dollar

0:28 gain that can turn into a

0:30 50 billion if we held Google and had sold gold that'd be worth or Nvidia that'd

0:36 be half a trillion

0:37 dollars you know and there's no investments that can give you that and you know

0:42 we own 20%

0:43 of Nvidia think about that I mean you know we own 10% of Google and there's

0:48 many others you know

0:50 Apple are you kidding me we're the first investor Apple in Apple Cisco we own a

0:54 quarter Cisco systems

0:56 you know those are big ownership and very big companies but we all made that

1:01 mistake sometimes

1:02 the best financial decisions are not financial at all so if you look at like if

1:05 you think about

1:05 the wealth created by Sam Walton obviously he gave it away before it

1:09 accumulated to his kids but it

1:10 comp you know if it was still in one person it'd be worth you know half a

1:13 trillion whatever the

1:14 number is now and you realize that he wasn't making a financial decision he

1:18 just liked Walmart

1:19 it goes back to what Nick sleeps at Nick sleep has this great quote where he's

1:21 like the best

1:22 investors are investors at all they're entrepreneurs you never sold

Love

· 2d

读到新闻的那一刻，就能立即交易。

Jupiter 现已为 @DecryptMedia Money Accounts 内的交易功能提供支持。阅读新闻、兑换相关代币，全程无需离开 Decrypt。

每个应用都正在变成金融应用，而 Jupiter 是它们背后的引擎。

原始链接：https://x.com/JupiterExchange/status/2113269167784935921

中文 English

0:00 （欢快的音乐）- 木星的大事，本周重大公告。

0:08 交给你了，卡萝尔。

0:09 - 没错，鲍勃。

0:10 Decrypts、文章和币种页面都内置了购买框。

0:15 选择金额，点击购买。

0:17 木星就在页面上完成兑换。

0:21 从标题到持币，只需几步。

0:25 读它，换币，这就是新闻。

0:28 晚安。

0:29 （欢快的音乐）

0:00 (upbeat music)

0:02 - Big week for Jupiter, an exciting announcement.

0:08 Over to you, Carol.

0:09 - That's right, Bob.

0:10 Decrypts, articles, and coin pages

0:13 have a buy box built right in.

0:15 Pick an amount, tap buy.

0:17 And Jupiter handles the swap, right there on the page.

0:21 From headline to holding in a few taps.

0:25 Read it, swap it, and that's the news.

0:28 Good night.

0:29 (upbeat music)

Love

· 2d

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

Love

· 2d

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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· 2d

“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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· 2d

@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.

Love

· 3d

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.

Love

· 3d

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.

Love

· 3d

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。