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· 3週

Arenas and Foundations: Four Growth Paths for Launchpads, and 12 Metrics to Track Them Over Time

The series wrap-up: launchpads grow as arenas (more traders) or foundations (used by others). Four growth paths on Robinhood Chain — Pons, pools.trade, PAIR, par — and 12 public-data metrics for tracking any launchpad, with par's October 12 readings as a baseline.

The Coin Factory: Robinhood Chain Launchpads, Seen Through par

web3头条

· 3週

多伦多加密绑架案惊曝！7人被捕，含3名加拿大军人

科技热点:多伦多加密绑架案惊曝！7人被捕，含3名加拿大军人

Web3 今日热点賞金

deep

· 3週

Shopify 宣布，Shop Pay 已接入 Claude Duet，可用于其中的每一笔购买。

这是 Shopify 首次把 Shop Pay 向非 Shopify 店铺开放给 AI Agent 使用。支付能力开始脱离单一电商平台，成为 Agent 可直接调用的基础设施。

x.com/Shopify

web3头条

· 3週

EVEDEX 发布 EVE 代币经济学，总量 1 亿枚且可非转让质押

科技热点:EVEDEX 发布 EVE 代币经济学，总量 1 亿枚且可非转让质押

Web3 今日热点賞金

deepidea

· 3週

€200 Took 8 Steps: Where Do Cross-Border Payment Steps Go With Stablecoins?

Of the 8 steps in a Wise transfer to a European law firm, only 1 moves money. Stablecoins shrink that step to seconds but push identity, compliance and reconciliation to the two ends: in cross-border payments, steps are conserved. They just move.

wangxiaoming

· 3週

付 200 欧元要走七八个页面：Wise 和稳定币，步骤到底去哪了

用 Wise 给欧洲律所付一笔钱，8 步里只有 1 步在搬钱。稳定币把搬钱压到几秒，却把身份、合规和对账推到了两端：跨境付款的步骤守恒，只会搬家。

love

· 3週

新品发布：Crusoe Spark™ Liquid——专为 @NVIDIA Vera Rubin NVL72 机架级系统打造的液冷模块化 AI 工厂。

其计算密度是风冷版 Crusoe Spark 的 5 倍，并已加入 NVIDIA DSX POD 设计合作伙伴生态。

此外，托管式强化学习（Managed RL）和托管式 MLflow 现已开启私密预览 ⤵

原始链接：https://x.com/CrusoeAI/status/2112942586457395475

中文 English

0:00 2027年，Crusoe将推出Spark Liquid，这是我们的第六代模块化数据中心，为客户提供NVIDIA最先进的IT硬件和架构，包括NVL72液冷GPU的接入。

0:16 - 模块化数据中心的优势在于帮助我们提升获取令牌的速度。

0:20 它让我们能将大量现场作业转移至工厂的受控环境中完成。

0:26 - 你可以把它看作一个集装箱，内装GPU，由专门从事AI的人设计，仅专注于AI。

0:33 没有中间商参与。

0:35 端到端全流程由Crusoe管理，我们称之为垂直整合。

0:41 我们获得了市场推出时间和合理的成本结构，这正是支撑我们一些最先进云服务的基石。

0:50 - 这些产品全部由Crusoe制造，我们提供的零部件基本在装配线上组装完成。

1:01 这就像是在编排一支舞蹈。

1:03 一名工人在这里完成特定工作。

1:06 另一名工人准备下一块面板，我们的工程师团队则测量周期时间，并向设计团队反馈。

1:16 - 最终呈现出真正神奇的成果，这背后是数十年的经验积累，我们从大师级电工到学徒项目均在招募。

1:28 - 想想设计一个托管AI服务时，需求能被负责场地准备和模块数据中心建设的人完美理解，这真是令人惊叹。

1:41 - 挑战之一是如此小空间内的巨大功率。

1:45 Spark Liquid帮助我们排出热量，将Spark模块内GPU密度提升约5倍，朝着可持续方向发展，不需使用水冷，极大减少了环境足迹。

2:00 - Crystal Spark Liquid冷却系统专为迎接NVIDIA Verra Ruby和NVL 72设计，带来2027年你能想到的最高效设计。

2:11 - 所以我们已经为下一代芯片设计和工程做好准备。

2:15 离岸制造是做不到的。

2:17 这需要灵活应变的能力。

2:20 - 当我们在操作中节省几秒，周期时间表现就会提升，因为我们的目标是每年从工厂生产出数千套设备。

2:33 - 这种控制力和可预测性是我们成为AI行业可靠合作伙伴的关键。

2:39 - 我们在模块化计算领域领先市场，这代表着一场前所未有的工业革命。

2:45 - 有巨大机遇，让美国重新成为曾经的工业强国。

2:53 - 速度优先，质量保证。

2:55 你知道，很多团队会告诉你两者可以兼得，而我们确实做到了。

0:00 In 2027, Crusoe is launching Spark Liquid,

0:04 our sixth generation of modular data centers,

0:06 to give our customers access to the cutting edge

0:09 of NVIDIA's IT hardware and architectures,

0:12 including the NVL72 Liquid Cool GPUs.

0:16 - So the advantage of modular data centers

0:18 is it helps us improve speed to token.

0:20 So it allows us to bring a lot of the field labor

0:23 and into a controlled environment in the factory.

0:26 - Think of this as a container, packed with GPUs,

0:30 designed by people who do AI and AI only.

0:33 There are no middlemen involved.

0:35 The whole end-to-end equation is managed by Crusoe,

0:38 which we refer to as vertical integration.

0:41 We get the time to market, we get the right cost structure,

0:45 and that's actually the building block we're putting

0:47 under some of our most sophisticated cloud services.

0:50 - Every single one of these products

0:52 is manufactured by Crusoe,

0:55 and we're bringing kit of parts

0:57 that basically comes together in an assembly line.

1:01 This is like choreographing a dance.

1:03 One worker is doing a certain activity here.

1:06 What another one is getting their next panel ready to come,

1:09 and our team of engineers are basically

1:12 measuring our cycle time,

1:13 and providing feedback to our design engineering teams.

1:16 - You end up with something truly magical,

1:18 and it takes just literally decades of experience,

1:21 and we're hiring anywhere from our master electricians

1:25 all the way through apprenticeship programs.

1:28 - It's amazing when you think of designing

1:30 a managed AI service to be able to have your requirements

1:35 perfectly understood by people who prepare the site

1:38 and build the module data center.

1:41 - One of the challenges is the amount of power

1:43 that's in such a small space.

1:45 Spark Liquid allows us to extract that heat

1:48 and increase the GPU density inside the Spark modules

1:51 by roughly five X to bend the arc towards sustainability,

1:54 and so we don't consume water in the cooling process,

1:57 and it's leaving a much, much smaller footprint.

2:00 - Crystal Spark Liquid Cooled is designed specifically

2:03 to welcome the NVIDIA Verra Ruby and NVL 72,

2:06 and you get the most efficient design

2:09 you could think of in 2027.

2:11 - So we're already designed and engineered

2:13 for the next generation of chip.

2:15 You can't do that if you're off-shore.

2:17 It requires the ability to be flexible.

2:20 - So when we shave seconds in an operation,

2:24 our cycle time performance improves,

2:26 because ultimately what we want to do here

2:28 is we want to have thousands of these units

2:31 coming out of this facility every year.

2:33 - That control and predictability is the key

2:36 of what makes us reliable as a partner in the AI industry.

2:39 - We are leading the market in modular compute,

2:42 and this isn't part of an industrial revolution

2:44 that has not happened before.

2:45 - There's an enormous amount of opportunity

2:47 to ultimately turn America back

2:50 into the kind of industrial powerhouse that we used to be.

2:53 - Build it fast, build it right.

2:55 You know, a lot of teams will tell you

2:57 that you can do both, but we're doing both.

wangxiaoming

· 3週

TORCH：产品已上线，价值捕获尚待验证｜Robinhood Chain 深度拆解

TORCH 已有交易终端、Bot 与 Launchpad，合约扫描也较干净；但项目历史极短、收入分配口径不一致，且部分筹码经转账获得。本文拆解其市场结构、代币经济、筹码与核心风险。

deepidea

· 3週

AMC Asked Robinhood to Stop Its Stock Token. Two Weeks Later, the SEC Gave Issuers 30 Days to Object

AMC asked Robinhood to stop its AMC Stock Token; Robinhood refused, then promised redemption and voting. Two weeks later the SEC's innovation exemption gave issuers written notice and 30 days to object. The spectrum of issuer rights, from no participation to issuer-sponsored.

Robinhood Goes Onchain: A Broker's First Year

love

· 3週

Alpenglow 已在 Solana 主网 Beta 上线 ⛰️🎉

这是 Solana 的全新共识协议，由 Anza 打造，将最终确认时间从 12.8 秒大幅缩短至 150 毫秒。

为什么这很重要？🧵

x.com/anza_xyz

中文 English

0:00 Alpenglo 启动，第二天，Mark。

0:03 你无法通过迭代来实现既安全又高效的更好共识。

0:08 我们确实需要把一切都推翻，从头开始，重新构想 Solana 上的共识机制。

0:14 我是 Brennan，ANSA 的 CEO，我们专注于将 Alpenglo 带到 Solana。

0:21 Alpenglo 是 Solana 全新的共识引擎，旨在将最终确认时间降低超过100倍，并以多种方式扩展链的能力。

0:30 TowerBFT 是当前 Solana 的共识机制。

0:33 它通过投票堆叠形成一座“投票塔”来实现最终确认。

0:37 但问题是构建这座塔需要时间。

0:40 虽然只有几秒钟，但对于支付和新兴用例需要快速响应的场景来说，这已经太长。

0:47 我们觉得可以通过跳过投票等方式更好地执行时间限制，以便超越失职的节点并制止更恶意的领导者。

0:57 我们希望挑战中心化交易所的传统金融，这意味着必须重新思考共识引擎这样根本的东西。

1:04 Solana 和 ANSA 一直致力于在生产环境中交付成果。

1:09 关键是要在真实压力下为终端用户创造价值。

1:16 我们不希望用户注意或关心 Alpenglo 正在幕后驱动，但他们会切实感受到它的存在。

1:22 当我们说150毫秒最终确认时，很重要的是要理解这到底意味着什么。

1:27 我想我们都直观地明白，更低延迟、更流畅的应用体验对用户更有吸引力。

1:35 我很期待看到无论是旧用例，还是之前因性能限制无法实现的新兴用例都能得以实现。

1:43 看到 Alpenglo 在主网上线，结算真实交易并与真实用户互动，将是我和团队极具感情的一刻。

1:52 没有什么比看到用户亲自使用你辛苦打造的东西更让人激动了。

1:57 我们是一个开源软件团队，这意味着唯一的护城河是执行力，所以我们必须不断进化系统。

2:04 我真心希望 Alpenglo 的启动时刻，代表着链上涌现的、之前不可能实现的新用例的雪崩式增长。

0:00 Alpenglo launch, day two, mark.

0:03 You can't iterate your way into a better consensus in a way that is safe and

0:07 performant.

0:08 We really needed to just rip things off, start from ground zero, and reimagine

0:12 what consensus should be on Solana.

0:14 I'm Brennan, CEO of ANSA, and we've been laser focused on bringing Alpenglo to

0:20 Solana.

0:21 Alpenglo is Solana's brand new consensus engine, built to bring finalization

0:26 down by more than 100X,

0:27 and scale the chain in many different ways.

0:30 TowerBFT is the current Solana consensus mechanism.

0:33 It involves stacking a tower of votes in order to achieve finalization.

0:37 But the problem is it takes time to construct that tower.

0:40 And even though it's only a few seconds, that's way too long when we're talking

0:43 about snappy, responsive things for payments and emerging use cases.

0:47 We also thought that we could do a better job of enforcing timings via things

0:51 like skip votes

0:52 that would allow us to move past delinquent leaders and reining more malicious

0:56 leaders.

0:57 We're looking to take on traditional finance in centralized exchanges,

1:00 and that means rethinking something as fundamental as the consensus engine.

1:04 Solana and ANSA have always been about delivering results in production.

1:09 It's really about delivering that value into the real world under real stress

1:13 in a way that delivers value to end users.

1:16 We don't want them to have to care or even notice that Alpenglo is what's

1:19 powering things under the hood, but we know that they'll feel it.

1:22 When we talk about a 150 millisecond finality, it's important to unpack what

1:26 that really means.

1:27 I think we all intuitively understand that a lower latency, snappier

1:31 application experience is just more delightful for users.

1:35 And I'm really excited to see that for old use cases, but also new emergent use

1:39 cases that just weren't possible without that level of performance.

1:43 Watching Alpenglo go live on mainnet, settling real transactions and

1:48 interacting with real users

1:50 is going to be a super emotional moment for me and the team.

1:52 There's nothing like watching users actually touch this thing that you've been

1:56 working on for so long.

1:57 We're an open source software team, and that means that the only moat is

2:01 execution, so we need to continue to evolve the system all the time.

2:04 I really hope that this moment of turning on Alpenglo represents the avalanche

2:09 of new use cases coming on chain that simply weren't possible before.