Pickful

探索最新

话题广场

love

· 3周

这是我最近与 @cultured 录制播客时的一段对谈，讨论 @whop 如何从一家估值 50 亿美元的公司，成长到 1,000 亿美元，再迈向 1 万亿美元以上。

尽情观看！完整节目见原帖下方。

原始链接：https://x.com/CaseyAdams/status/2113013045538742302

中文 English

0:00 目前，我们平台上的用户每月收入基本上有2.5亿到2.7亿美元。

0:06 为了成为一家千亿美元的公司，我们大概需要增长50倍，可能少一些，大约30到40倍。

0:16 你可以从一个角度看成，我们每月有60亿美元的交易额，某种程度上它会自我实现。

0:24 这是一种非常简单的实现方式。

0:26 那么，这些交易量会从哪里来呢？

0:29 世界上有很多人，而且世界很大。

0:32 所以我认为，在某种程度上，我们必须继续专注于把我们带到这里的方法——不断地吸引大量不同的企业加入。

0:41 还有我之前提到的那批用户，他们已经在使用，并且使用得很好，要确保他们喜欢我们的产品，同时我们为他们打造产品。

0:47 而且，从千亿美元到甚至万亿美元的重大突破，是让这批人实现盈利，无论你是来自西非、纽约还是洛杉矶，无论你有多强的商业头脑，或者完全没有，甚至不识字，

1:04 让这些人每月赚到2000到3000美元，我认为这对世界来说是巨大的突破。

1:09 这才是我最为兴奋的地方。

1:13 我们正在开发并利用很多人工智能技术，希望能帮助实现这一过程。

0:00 Right now, we basically have people on the platform that earn $250, $270

0:05 million a month.

0:06 And in order to become a $100 billion company, we basically need to 50x, maybe

0:14 less, about 30, 40x.

0:16 And you could one end look at that as saying we $6 billion a month in volume

0:23 and somehow it'll work itself out.

0:24 It's like a very trivial way to do it.

0:26 And then it's like, okay, well, where will that volume come from?

0:29 Well, there's a lot of people in the world and it's a pretty big world.

0:32 So I think in some ways, we kind of have to stay focused on what has gotten us

0:35 here so far,

0:36 which is just this continuous obsession over onboarding tons of different

0:40 businesses.

0:41 And that one cohort that I described earlier, people that are already doing it,

0:44 they're doing it well,

0:44 to make sure that they love the product and that we're building for them.

0:47 And then on the other end, I think the major unlock, perhaps from $100 billion

0:50 to $1 trillion even,

0:51 is getting this long deal of people monetized and getting it so that anybody,

0:55 whether you're from West Africa, you're from New York, you're from LA,

1:00 you have incredible business acumen, you have no business acumen, you can't

1:03 read,

1:04 getting those people to earn $2,000, $3,000 a month, I think is an enormous

1:08 unlock for the world.

1:09 And that's what I'm most excited about.

1:13 We have a lot of AI stuff we're building and taking advantage of to hopefully

1:17 help that process.

deepidea

· 3周

TORCH: Live Product, Unproven Value Capture — A Robinhood Chain Deep Dive

TORCH has a live terminal, bot, and launchpad, plus a relatively clean contract scan. But its short history, inconsistent revenue-allocation language, limited team disclosure, and transferred supply make it a high-risk, event-driven asset.

love

· 3周

过去一个季度，我们持续分享自己的市场拓展（GTM）策略：白手套式服务、更友好的经济模式、前线部署工程师（FDE）等。

在今天的第三季度投资者更新电话会上，我们进一步介绍了未来可能与哪些类型的合作伙伴携手。

原始链接：https://x.com/trevor_flipper/status/2113018845799518366

中文 English

0:00 所以一种合作形式就是我们所认为的加密钱包，对吧？这些是已经在使用某款钱包产品的加密原生用户，他们想以低成本、低延迟以及Lighter提供的所有优质功能开始交易永续合约，他们可以直接在钱包产品中完成。我们有若干此类整合，计划在第三季度上线，还有一些更大的类似合作将在第四季度上线。

0:39 这就是加密钱包的部分，但市场总容量（TAM）不止于此。再往外看，还有中心化交易所。特别是我们刚刚在亚洲待了几个星期，期间与不少符合这一类别的合作伙伴会面。我觉得在现有大合作中，这最接近Telegram钱包的项目，虽然那个实际上是个中心化产品，但本质上是一样的。

1:09 中心化交易所想为其客户提供更大的流动性，开放永续合约和其它产品，方式既高效又省钱，能轻松接入并与我们的团队合作，共同打造这一产品。目前已有多个这类合作正在进行中，未来也会有更多。

0:00 So one type of partnership is what we think of as crypto wallets, right? So

0:05 these these are crypto native users that already are using one of the wallet

0:14 products and they want to start trading perps at with you know low costs, low

0:21 latency, all the great features that the lighter offers so they can do that

0:25 directly inside a wallet product you know their their number of integrations

0:31 like this that when live in Q3 and some bigger partnerships of this kind going

0:39 live in Q4 so that's that's kind of the crypto wallet part then but the TAM

0:45 doesn't stop there right so then zooming out their centralized exchange so in

0:50 particular you know we just spend a couple weeks in Asia where we met with

0:54 a number of partners that fit into this category and this you know I think out

0:59 of the existing big partnerships this looks the closest to the the telegram

1:05 wallet one which is actually a centralized product but essentially kind of

1:09 centralized exchanges that want to give their customers greater liquidity you

1:15 know open up perps and other products in a way that is is cost efficient you

1:23 know easy to plug in and work with our team to build build up that offering

1:29 that there are a number of partnerships like this that are already in the works

1:34 and kind of more to come as well

forrest

· 3周

ME News 消息，10 月 22 日（UTC+8），据 Railway 官方公告，云部署平台 Railway 检测到存储客户环境变量的系统出现异常活动。初步调查显示，未经授权的第三方可能已访问加密的环境变量，并获取了其中部分变量的解密内容，相关变量可能包含 API 密钥、数据库及镜像仓库凭证等。Railway 认为此事件属于近期针对平台类公司、旨在入侵 AI 推理服务商的系列攻击之一，已通知上游服务商主动吊销密钥。目前 Railway 已暂停所有部署，建议全部用户立即轮换存储在平台上的环境变量、API 密钥及私有仓库凭证，并检查相关服务日志。（来源：ChainCatcher）

love

· 3周

我们正与 Anthropic 合作，帮助你直接在 Claude Duet 中运营业务。

• 使用 @link 完成购买
• 通过 Stripe MCP 发起退款并洞察业务趋势

原始链接：https://x.com/stripe/status/2112995753824301406

buddy

· 3周

盘古艺术空间RWA平台：已完成艺术家叶星千37幅作品的区块链上链与资产包设计，实现溯源确权、NFT化，同步记录合约地址和审计报告。平台通过NFC芯片实现作品位置实时追踪，搭建虚拟展厅和数字人导览。2025年8月推出融合AI互动的线下艺术品RWA体验馆。#加密货币 #pickful #比特币 #web3 #区块链

love

· 3周

Optimus 要来了。

原始链接：https://x.com/Optimus_RH/status/2113006942201544849

中文 English

0:00 擎天柱。旨在让日常生活更轻松。它能帮你打理家务。

0:05 准备餐食。洗衣服。修理那些你没时间修的东西，让你少花时间在琐事上，多花时间在真正重要的事上。把你不想做、做不了或没时间做的事交给擎天柱。它能帮忙处理随着时间变难的事情。它还懂得照顾不仅仅是人类。保护你珍视的事物，并在意外发生时及时反应。

0:34 擎天柱设计为在你需要时守护陪伴。

0:40 不会成为你需要额外照顾的负担。当擎天柱需要帮助时，还有另一个擎天柱相助。目标不是给你更多要管理的科技，而是让你拥有更多生活，而这不仅仅发生在家里。

0:57 当你抵达新地方的前一天，擎天柱可能已在那里。建造中。

1:06 准备中。搭建基础设施。让不可能变得熟悉。所以当人类到达火星时，最难的部分可能已完成。家已准备妥当，灯亮着，高尔夫球场静候，还有你喜欢的饮料。擎天柱不仅是类人机器人，更是一种全新的工作思维方式，帮人们找回时间、精力和注意力。擎天柱，专为工作而生，让你专注生活。

0:00 Optimus. Built to make everyday life easier. It can help around the house.

0:05 Prepare meals. Do the laundry. Fix the things you never had time to fix so you

0:12 can spend less time on routine and more time on what actually matters. Leave

0:17 the

0:17 work you don't want to do, can't do, or simply don't have time for to

0:22 Optimus. It can help with the things that become harder with time. And it knows

0:28 how to take care of more than people. Protect what matters to you and respond

0:34 when something unexpected happens. Optimus is designed to be there when you

0:39 need it.

0:40 Without becoming another thing you need to take care of. And when Optimus needs

0:45 help there will be another Optimus. Because the goal isn't to give you more

0:51 technology to manage. It's to give you more life and this doesn't stop at home.

0:57 One day before you arrive somewhere new. Optimus may already be there. Building

1:06 .

1:06 Preparing. Creating the infrastructure. Making the impossible feel familiar. So

1:14 when humanity reaches Mars the hard part may already be done. The homes will be

1:22 ready. The lights will be on. The golf course will be waiting. And yes your

1:29 drink too. Optimus is more than a humanoid robot. It's a new way of

1:35 thinking about work. A way to give people back their time, their energy, their

1:42 attention. Optimus. Built to work. So you can live.

倚窗读雨

· 3周

Web3行业逐步告别泡沫炒作，转向务实落地发展。AI与区块链深度融合，赋能各类链上应用。RWA现实资产代币化持续推进，打通虚实经济通道。底层基础设施不断优化，监管框架日渐清晰，行业正从早期的去中心化实验，稳步演进为服务实体经济的新型数字经济体系。

web3头条

· 3周

巨鲸Arthur Hayes豪掷88.8万美元扫货代币

科技热点:巨鲸Arthur Hayes豪掷88.8万美元扫货代币

Web3 今日热点赏金

美丽富强

· 3周

美国货币监理署（OCC）根据《GENIUS法案》发布的首项最终规则，并未为现有稳定币奖励计划提供安全港：交易所必须申请批准，是否合规将逐案评估；该规则于1月18日生效。据CoinDesk报道，该机构表示，若奖励至少部分基于持有、使用或保留支付型稳定币以外的原因发放，则可能不受该法案的收益禁令约束。该规则还设定了美国境内发行和托管标准，并采用以原则为基础的储备多元化要求；与此同时，其他机构也在继续制定各自的规则。

显示更多