Moon

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Oct 2025

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Claude Code：AI吞噬软件开发的转折点

SemiAnalysis认为Claude Code标志AI Agent时代开启，已占据GitHub 4%提交，Anthropic营收增速超OpenAI。它颠覆软件开发与信息工作，威胁SaaS与微软模式，预示知识经济重构。

0.01 USDC 3 purchases

巨大的泡沫和巨大的财富差距带来的巨大危险

了解财富和金钱之间的区别以及它们之间的关系非常重要，最重要的是：1）当金融财富相对于金钱数量变得非常大时，泡沫是如何产生的；2）当需要金钱导致出售财富以获取金钱时，泡沫是如何破裂的。

0.005 USDC 2 purchases

Hotwire Native 深度解析：推送通知

原生推送通知比较复杂，因为需要正确处理很多环节。以下是我在 Hotwire 原生应用中实现原生推送通知的详细步骤。

0.001 USDC 0 purchases

Post Media

Moon

· 5d

企业不再需要银行账户。

我们已为此项目筹集了1800万美元。 #altitude

https://x.com/altitude/status/2049490307838849207

中文 English

0:00 >> 银行业务是必要的，但银行不是。

0:04 [音乐]

0:06 >> 我非常看好稳定币的潜力。

0:09 >> 稳定币是真实存在的，是金融科技的最大革命。

0:14 >> 我们才刚刚开始资产的代币化。

0:19 >> 每家商业银行都在争夺做该银行最佳软件层的地位。

0:24 银行。

0:24 我们不参与这场竞争，我们是建立在稳定币基础设施上的金融操作系统。

0:30 [音乐]

Moon

· 1w

今天天气暖和了出来走走。 #pickful视频上传功能

Moon

· 1w

企业正在将稳定币支付流程部署到 #Tempo 平台上，其中包括 @DoorDash ， @stripe ， @CoastalBankWA ，和 @arq_finance 。我们还将推出稳定币咨询服务，以帮助更多企业在稳定币上构建现实世界的支付工作负载。

https://x.com/tempo/status/2046575351636045840?s=20

中文 English

0:00 每个人，无论喜欢与否，都必须关心金钱。

0:04 但很少有人会停下来思考支撑金钱的技术是什么。

0:08 金钱的技术。

0:09 我认为传统支付方式都很好，也很稳定，但它们伴随着

0:13 机器人。

0:14 有时它们更慢，有时它们更有经验，

0:16 我认为这就是稳定币和稳定币探索的意义所在。

0:20 稳定币为人们提供了一条更快获得付款的途径，同时也更

0:24 实惠。

0:26 这就是为什么我们很高兴能成为Tempo的设计合作伙伴的主要动力。

0:29 作为设计合作伙伴。

0:31 Tempo从第一天起就展现出了与合作伙伴合作的热情。

0:35 Clavros的热情和对为消费者构建产品的执着，

0:39 与Tempo及其所有合作伙伴不谋而合。

0:42 对我来说，Tempo最令人兴奋的是我们相信有机会

0:47 打造专为支付设计的下一代区块链，

0:48 这些链能够扩展到更多

0:54 个人

0:55 和之前从未接触过区块链的金融机构。

0:59 Tempo拥有加密领域的世界级团队。

1:01 我认为他们不仅在技术角度，

1:05 而且在企业准备方面，

1:06 都有丰富经验。

1:09 他们真的降低了创业者在全球开发全新产品的门槛。

1:13 在全球范围内开发全新产品。

1:15 未来是在链上构建。

1:17 有很多新的方式可以基于加密货币创建新业务。

1:22 开始吧，动手构建，尽情尝试。

0:00 Everyone, whether they like it or not, has to care about money.

0:04 But very few people stop to think about what is the technology that's underpin

0:08 ning money.

0:09 I think traditional payments are all good, and they're fine, but they come with

0:13 robots.

0:14 They're slower sometimes, they're more experienced sometimes,

0:16 and I think that's where stablecoins and stablecoin exploration comes in.

0:20 Stablecoins provides an avenue for people to get paid out faster, but also more

0:24 affordably.

0:26 So that's been a big motivator in terms of why we're excited to be a design

0:29 partner with Tempo.

0:31 Tempo's enthusiasm in working with partners has been felt from day one.

0:35 Clavros' fascination and just a complete drive to build for an in-consumer is

0:39 matched by Tempo and all its partners.

0:42 The exciting thing to me about Tempo is we believe there's an opportunity for

0:47 next generation chains

0:48 that are built in design specifically for payments that can scale to many more

0:54 individuals

0:55 and financial institutions that have never touched blockchain before.

0:59 Tempo has a world-class team in the crypto space.

1:01 I think they have a ton of experience not only with crypto from a technology

1:05 standpoint,

1:06 but also from an enterprise readiness standpoint.

1:09 They're really lowering the barrier to entry for entrepreneurs to build brand

1:13 new products all over the world.

1:15 The future is building on-chain.

1:17 There are so many new ways to build new businesses on top of crypto.

1:22 Get started, get building, experiment.

传统公司和机构，正在如何拥抱加密？

Moon

· 2w

NEAR AI 用于运行自主代理的协议、计算和基础设施。支持加密模型执行、可验证计算和多链操作。 #ai #zec

中文 English

0:00 [音乐播放]

0:04 URI正在构建一个代理网络基础设施。

0:07 它使任何人都可以构建和提供自己的模型

0:11 并以私密保密的方式实现盈利。

0:14 它允许人们通过代理托管将代理提供给任何人，

0:17 让代理本身可以相互交互和通信，

0:19 在需要其他功能时相互寻找，

0:21 并将所有这些功能打包，直接

0:24 提供给应用和用户，

0:28 形成一个系统，

0:30 能够对个人用户的私有数据进行保密计算，

0:34 即使你将其嵌入到

0:36 你的VAP3钱包或VAP2应用中。

Moon

· 2w

“龙虾已经逃出来了，它不会再回到水箱里了，”@openclaw创始人@steipete说道。在这场来自#TED2026的全新演讲中，他分享了为何由你亲手打造的 #AI 代理才是未来：http://t.ted.com/DPASxmF

https://x.com/TEDTalks/status/2045274536053219788?s=20

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中文 English

0:00 将来，我们不只会有一个代理。

0:03 你可能会有你的工作代理，你的个人助手，

0:07 可能还有健康方面的，或是感情方面的代理。

0:11 而且它们都应该以安全的方式协同工作。

0:15 因为人类是如何通过专注和协作升级的？

0:21 代理们也即将做同样的事。

0:24 想象一家小公司，

0:28 拥有10个各自专精的代理，

0:31 接管业务的不同部分。

0:34 我们甚至还没有名字来形容它可能成为什么，

0:36 但我们即将揭晓。

0:38 代理改变了谁可以创造事物，

0:41 这扇门不会再关上。

0:44 因为当你能在一小时内

0:48 通过提示让一个原型诞生时，一切皆有可能，

0:53 下一次突破可能来自任何人，

0:56 任何国家，任何咖啡馆。

0:58 当就连一个疲惫的创始人盯着屏幕，

1:05 怀疑自己的灵感是否消失，也能做到这样的时候。

1:10 它并没有消失，只是在等待。

1:12 龙虾已经脱逃，不会再回到水族箱里。

1:16 因为Open Club为许多人所做的是，

1:20 它把AI从一个可怕、模糊的东西

1:26 变成了一个有趣且实用的工具。

1:31 也许还带点奇怪。

1:33 因为未来我们需要更多人

1:36 投入更多时间与AI相处，更好地理解

1:40 这项技术的强大和变革力究竟有多深远。

0:00 In the future, we're not just going to have one agent.

0:03 You might have your work agent, your personal claw,

0:07 maybe one for health, maybe one for a relationship.

0:11 And they all should work together in a secure way.

0:15 Because how did humanity level up by specializing and collaborating?

0:21 And agents are about to do the same.

0:24 Imagine a company, a small business

0:28 that has 10 agents that are all specialized,

0:31 taking over various parts of the business.

0:34 We don't even have a name for what it might become,

0:36 but we're about to find out.

0:38 Agents change who can build things,

0:41 and that door is not closing again.

0:44 Because when you can prompt a prototype

0:48 into existence in one hour, anything is possible,

0:53 the next breakthrough can come from anyone,

0:56 any country, any cafe.

0:58 When even a burned-out founder staring at the screen,

1:05 wondering if his spark is gone, can do something like that.

1:10 It's not gone, it's just waiting.

1:12 The lobster is loose, and it's not going back into the tank.

1:16 Because what Open Club did for many people was,

1:20 it moved AI from this scary, nebulous thing

1:26 into something that is fun and useful.

1:31 And maybe a bit weird.

1:33 Because what we need in the future is more people

1:36 spending more time with the AI to better understand

1:40 how powerful and transformative this technology really is.

AI 时代的心灵觉醒

Moon

· 2w

🇺🇸 金融巨头摩根士丹利的比特币 #ETF $MSBT 刚刚在纽约证券交易所上市。

比特币正走向主流 🚀　https://x.com/Vivek4real_/status/2044896758161911817

Subtitle processing failed

2026年市场展望

Moon

· 2w

Amit Investing表示，Robinhood对零售交易热潮的兴起负有“99.3%”的责任

“我认为 #Robinhood 大概对零售交易热潮的兴起负有99.3%的责任。要让人们开设嘉信理财（Schwab）或富达（Fidelity）的账户并不容易。Robinhood将其游戏化了，但这正是关键所在。人们需要感受到刺激才会关注金融市场，因为金融市场本身并不那么有趣”

“市场资金增加、流动性增强是好事，而非坏事”

https://x.com/counterpartytv/status/2044549737030750559

中文 English

0:00 我会说罗宾汉大概有99.3%的可能性或责任

0:07 归咎于它。我的意思是，真的，它是那个

0:10 你用了这个产品，你的朋友用了这个产品

0:13 我全家都在用这个产品。让人开设

0:16 施瓦布或富达账户并积极交易并不容易

0:18 现在罗宾汉把它游戏化了。是的。但这就是

0:21 关键。它需要让人感觉刺激，才会关心

0:24 金融市场。金融市场本身并不

0:25 有趣，除非你让它变得有趣。所以我对罗宾汉做的事情

0:29 完全没有问题。他们显然因此受到很多批评。

0:31 但更多资金进入市场，更多

0:33 流动性是好事，不是坏事。

Moon

· 3w

Circle的创立源于一个简单的理念：资金的流动应当像互联网上的信息一样自由。

正如 @jerallaire 所言，其目标是构建“互联网上的美元协议”，让价值能够以互联网的速度在开放网络上流动。

对于银行而言，这一愿景正演变为一个战略性问题：

→ 稳定币正成为基础设施

→ 人工智能正在加速这一转变

→ 支付、外汇和结算正朝着全天候运行的系统迈进

https://x.com/circle/status/2041954234900607140?s=20

中文 English

0:00 我们不仅仅是稳定币公司，USDC公司。

0:04 Circle正在构建一个广泛的互联网金融平台堆栈。

0:08 Circle成立于13年前，我们的愿景是

0:21 在互联网上建立一个以美元为基础的协议变得可能。

0:24 尤其是在过去五年中，这一领域快速增长。

0:27 就在上周，多家第三方报告USDC交易

0:32 量现已占全球稳定币交易量的大多数。

0:36 ARK在我们看来，根本上是一个经济操作系统。

0:41 在该基础设施之上，我们一直在构建Circle支付网络（C

0:46 PN）。

0:46 这是为金融机构设计的应用，面向希望

0:51 利用区块链和稳定币基础设施作为结算通道

0:56 进行全球资金转移的银行和金融机构。

0:59 ARK的设计不是去中心化网络，而是一个分布式网络，

1:04 为真实经济活动服务，公共公司和受监管

1:09 的金融机构可基于此构建。

1:11 那么，我们的方向在哪里？我相信我们正迅速迈向一个由AI驱动的

1:16 经济系统。

1:18 因此，我们正为此构建基础设施。

1:21 ARK作为经济操作系统，支持的不仅是人类，

1:27 还支持AI代理作为这些网络的主要参与者。

1:30 我们在过去两周宣布并上线了名为Circle

1:34 微支付的测试网。

1:35 基于ARK，它为AI代理提供统一余额，用于持有和储存

1:42 价值，并使它们能够使用X402标准向其他

1:47 代理进行支付。

1:48 我希望你们记住关于Circle的一点：

1:51 我们致力于成为市场中立的基础设施公司。

1:54 我们希望与全球所有机构合作。

1:57 我们希望与所有交易所、银行、资本市场公司合作。

2:01 这有巨大的合作机会。

2:04 我非常期待与大家共同建设的机会。

0:00 We're not just the stablecoin company, the USDC company.

0:04 Circle is building a broad-based internet financial platform stack.

0:08 Circle was founded 13 years ago, and we had a vision that it would become

0:21 possible to build a protocol for dollars on the internet.

0:24 Over the last five years in particular, that has grown enormously.

0:27 Just this past week, a number of third parties reported that USDC transaction

0:32 volume is now the majority of stablecoin transaction volume in the world.

0:36 And ARK is fundamentally, in our view, an economic operating system.

0:41 On top of that infrastructure, we've been building Circle Payments Network or C

0:46 PN.

0:46 A application for financial institutions, it's built for banks and FIs who want

0:51 to move money around the world using this blockchain infrastructure and stable

0:56 coin infrastructure as settlement pipes.

0:59 ARK is designed not as a decentralized network, but as a distributed network

1:04 built for real-world economic activity that public companies and regulated

1:09 financial institutions can build on top of.

1:11 So where are we going? I believe we are very fast moving into an AI-powered

1:16 economic system.

1:18 And so we are building infrastructure for that purpose.

1:21 ARK as an economic OS is built to be able to support not just humans, but AI

1:27 agents as principal actors on these networks.

1:30 We announced and put into TestNet in the last two weeks something called Circle

1:34 Nanopayments.

1:35 Built on ARK, it provides a unified balance for AI agents to hold and store

1:42 value and it enables them to make payments using the X402 standard to other

1:47 agents.

1:48 I want you to take away one key thing about Circle.

1:51 We seek to be a market neutral infrastructure company.

1:54 We want to work with every institution in the world.

1:57 We want to work with every exchange, every bank, every capital markets firm.

2:01 There's a tremendous opportunity for collaboration.

2:04 I certainly look forward to the opportunity to build together with all of you.

Moon

· 3w

据@nlevine19所述，消费者采用稳定币可能呈现以下景象：

“如果你观察一些基于稳定币架构构建的新型银行，从消费者的角度来看，他们甚至意识不到自己正在使用稳定币。”

“很大程度上在于前端产品的设计，以及更好地隐藏加密货币组件。”

“对于许多此类应用，我认为用户是否知道这是稳定币并不重要。”

https://x.com/a16zcrypto/status/2041627894942986413?s=20

中文 English

0:00 我认为稳定币的强大实用性和价值是毋庸置疑的，但

0:03 在金融生态系统之外，

0:04 看起来很多普通消费者仍然对

0:08 使用任何加密货币相关产品持有很多偏见。

0:09 这种情况需要多久才能消除，

0:13 你怎么看

0:13 这会如何发生？虽然很多采用发生在加密领域，

0:16 但我认为，

0:17 如果你开始关注一些基于稳定币架构的新型银行，

0:22 从消费者的角度来看，

0:22 他们甚至不知道自己在使用稳定币。

0:25 所以我认为，很多工作更多是在前端

0:26 开发产品，并更好地隐藏加密货币部分，

0:29 因为坦白说，

0:30 对很多这些产品来说，用户是否知道它是稳定币

0:33 其实并不重要。

Moon

· 4w

谷歌刚刚要求 #加密货币行业在 2029 年前做好迎接量子计算的准备。
变化之处：Shor 算法改进了 20 倍。
这使得威胁从数千万个量子比特增加到约 50 万个量子比特，可能的攻击窗口约为 9 分钟。
量子时钟正在滴答作响。 #量子计算

https://x.com/Bankless/status/2040140842770522458?s=20

中文 English

0:00 所以周一，两个不同的论文投下了一颗量子炸弹，一篇来自

0:04 谷歌，另一篇

0:05 来自一群学术界人士，会被称为第二篇“原子级”论文。

0:09 对。我知道你一直在关注这个。你会如何总结这些

0:14 论文的重要性？

0:15 天哪，极其重要。我觉得称其为量子炸弹

0:19 可能是正确的。

0:20 这是最大的……能现场快速说出来真不错。

0:23 好吧，整个加密圈都在谈论它，主流新闻也在报道

0:27 它。许多

0:28 圈外评论员也加入了讨论。这基本上是本周最大新闻，理应如此。

0:32 week and deservedly

0:33 我认为我们应该从贾斯汀·德雷克开始，看他的评论。他说，

0:37 “今天，

0:38 ”（指论文发布当天）“是量子计算

0:42 和密码学的一个重大日子。两篇突破性论文刚刚发布，两篇论文都改进了肖尔

0:43 算法，

0:49 这个算法因破解RSA而著名。”不是莱因霍恩-亚当斯，是另一种RSA。

0:50 infamous for cracking RSA." Not Rhynchon Adams, the other RSA.

0:54 “椭圆曲线密码学。这两个结果叠加，对量子

1:00 堆栈的不同层进行了优化。结果令人震惊，”他说。“我预期叙事会转变，

1:00 并推动

1:05 后量子密码学的研发。”他还说，“他对Q-Day

1:06 ——即某种量子计算机能破解比特币或以太坊密码学之日——的信心

1:11 是10%可能性，到2032年，且还在下降。”

1:13 at which some quantum computer can crack Bitcoin or Ethereum cryptography, 10%

1:19 谷歌在这篇论文中强烈建议所有加密领域

1:22 人士注意，甚至不仅是注意，而是要在2029年前升级到后量子技术。

1:28 all of crypto take

1:29 事实上，这正是谷歌内部正在做的事情。谷歌明确向加密

1:36 行业发出了声明。

1:36 大卫，这整篇论文专门为加密行业撰写，

1:41 他们就像，

1:42 “嘿，加密兄弟们，这篇是给你们的。”

1:48 industry. They're like,

1:49 完全正确。这个消息就像……能被谷歌听见真好，

1:52 你不会期待他们对加密货币的了解这么深，

1:59 但这篇论文，

2:00 大约三四十页，大家可以自己看，也可以用你们的AI助手帮忙，

2:05 但它明确针对加密货币，详细讨论了

2:06 比特币、以太坊及其他链的特定解决方案和问题。

2:10 bots if you'd like,

2:11 实际的创新是什么？

2:16 我认为这很重要。尼克·卡特的观点是，谷歌，我们几周前报道过，

2:17 他们公布了内部的量子时间表。

2:20 他们希望到2029年实现完全的量子抗性，这似乎是突如其来的。问题是，

2:23 他们看到了什么？

2:29 为什么他们公布了这些日期？因为NIST和其他政府机构说的是2032年，

2:30 甚至到2035年。

2:33 看起来时间还很充裕，而谷歌却说，“嘿，伙计们，我们要

2:34 在2029年完成，所以他们到底看到了什么？”

2:38 what did Google see?

2:39 他们看到了谷歌论文中提到的肖尔算法

2:43 的20倍减少和改进，这能破解比特币和以太坊的

2:44 密码学。

2:48 doing it by 2029,

2:50 当我说20倍提升时，我指的是实际物理量子比特数的减少，

2:55 而量子比特是破解比特币和以太坊ECDSA签名方案的硬件需求。

2:57 and improvement in Shor's algorithm that could break Bitcoin Ethereum's

3:02 “可用量子比特”即硬件要求。

3:03 When I say a 20x improvement, I'm talking about the number of physical qubits

3:09 确切地说。当我们构建量子计算机时，我把量子比特当作CPU

3:10 的浮点运算能力。它代表了计算机的算力。

3:15 Usable qubits is the hardware requirement.

3:18 没错。

3:24 如果量子比特数减少，意味着计算机本身算力不那么强，

3:25 但能完成更强大的任务。

3:28 对，以前的估计是需要数千万量子比特才能完成。

3:32 powerful, but can do

3:33 他们发布了对肖尔算法的改进，

3:39 使得现在只需50万个物理量子比特？

3:40 of qubits to do this. Will they just release an improvement to the algorithm,

3:44 如果拥有相应硬件，这约9分钟即可完成攻击。

3:46 再说一次，这50万个物理量子比特

3:52 9分钟内就能破解比特币或以太坊，夺取密钥。

3:57 physical qubits,

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0:00 So on Monday, a quantum bomb was dropped by two different papers, one out of

0:04 Google and another

0:05 out of a bunch of academics will call it the second one the oratomic paper.

0:09 Right. I know you were paying attention to this. How would you summarize the

0:14 significance of these

0:15 papers? Oh, my God. Incredibly significant. I think calling it a cue bomb a

0:19 quantum bomb is

0:20 probably right. It's the biggest... Nice to speed that up on the fly.

0:23 Well, everyone in crypto was talking about it. Mainstream news was talking

0:27 about it. We have a lot

0:28 of commentators outside who have weighed in. It was basically the news of the

0:32 week and deservedly

0:33 so. I think we should start here with Justin Drake, some of his comments. He

0:37 said, "Today,"

0:38 he's talking about when these papers dropped, "today is a momentous day for

0:42 quantum computing

0:43 and cryptography. Two breakthrough papers just landed. Both papers improve Shor

0:49 's algorithm,

0:50 infamous for cracking RSA." Not Rhynchon Adams, the other RSA.

0:54 "An elliptic curve cryptography. The two results compound, optimizing separate

1:00 layers of the quantum

1:00 stack. The results are shocking," he said. "I expect a narrative shift and

1:05 further R&D boost

1:06 towards post-quantum cryptography." He goes on to say, "His confidence in Q-Day

1:11 , which is the day

1:13 at which some quantum computer can crack Bitcoin or Ethereum cryptography, 10%

1:19 chance by 2032 and

1:22 dropping for Justin Drake." Google in this paper is strongly recommending that

1:28 all of crypto take

1:29 notice and beyond notice and to upgrade to post-quantum by the year 2029. In

1:36 fact,

1:36 that's what Google is doing internally. Google made an explicit statement

1:41 towards the crypto

1:42 industry. This whole paper, David, was specifically written for the crypto

1:48 industry. They're like,

1:49 "Hey, crypto, bros. This one's for you guys."

1:52 Completely. The knowledge it was like... It is nice to be heard. This is coming

1:59 from Google,

2:00 right? You don't expect them to be as cryptocurrency literate as they were

2:05 indeed, but this paper,

2:06 I mean, it's 30 to 40 pages. You guys can go through it, run it through your AI

2:10 bots if you'd like,

2:11 but it is directed towards cryptocurrency. They go through specific solutions

2:16 and problems for

2:17 Bitcoin, Ethereum, and a list of other chains as well.

2:20 What was the actual innovation?

2:23 I think that's important. The way Nick Carter frames this is Google, I think we

2:29 reported a

2:30 couple of weeks ago, did drop their internal quantum deadlines. They want to be

2:33 fully quantum

2:34 resistance by 2029, and that seems to come out of nowhere. The question is,

2:38 what did Google see?

2:39 Why did they drop these dates? Because NIST and other government agencies were

2:43 talking 2032,

2:44 by 2035. It seemed like we had more time than Google's like, "Hey, guys, we're

2:48 doing it by 2029,

2:50 so what did they see?" This is what they saw. The Google paper is talking about

2:55 a reduction of 20x

2:57 and improvement in Shor's algorithm that could break Bitcoin Ethereum's

3:02 cryptography.

3:03 When I say a 20x improvement, I'm talking about the number of physical qubits

3:09 required to actually

3:10 break ECDSA, which is the signature scheme for Bitcoin and Ethereum.

3:15 Usable qubits is the hardware requirement.

3:18 Exactly. When we're building a quantum computer, I think of qubits as just the

3:24 flop capacity of a

3:25 CPU. How powerful is this computer? Exactly.

3:28 If we have a reduction in qubits, it means the computer is simply not as

3:32 powerful, but can do

3:33 more powerful things. That's right. Previous estimates were it would take tens

3:39 of millions

3:40 of qubits to do this. Will they just release an improvement to the algorithm,

3:44 to Shor's algorithm,

3:46 that now make it take only 500,000 physical qubits? In a runtime of about

3:52 nine minutes, if they had the appropriate hardware, again, those 500,000

3:57 physical qubits,

3:58 it would only take nine minutes for them to go attack Bitcoin or Ethereum and

4:03 going to the keys.

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