Pickful: Your Shared Crypto Community!

话题广场

Moon

· 19h

TAO联合创始人：AI圈的人是“普通人”，加密圈的人是“自由斗士”

“你不能一边从萨姆·阿尔特曼那里拿钱——那个试图奴役我们的人——一边又假装自己是‘自由技术’。这到底想干什么？这看起来太奇怪了”

“有时候人们他妈的讨厌加密货币圈的人，但骨子里我们就是自由斗士。这就是为什么Worldcoin行不通，因为我们身边都是真正相信自由的人。这就是我们的本质”

“那些自以为高高在上、了不起的 #AI 圈人士，其实只是普通人。他们全都是‘蓝教堂’里的人。我超级喜欢他们，他们都很聪明，但他们不是追求自由的人。他们不真正理解地缘政治，也不真正关心这些。”

“他们只会去工作，赚点钱，然后去玩他们的桌游。但加密货币圈的人是叛逆者。你别想对我们搞什么Worldcoin。那行不通。”

https://x.com/CryptoMikli/status/2036585881184719127?s=20

中文 English

0:00 你不能从默想奴役我们的山姆·奥特曼那里获得资金，

0:04 然后假装自己是自由技术派，对吧，像你知道的那样，

0:08 你

0:08 想干嘛？我不知道，就是觉得奇怪。Orblep太

0:12 反乌托邦了。是啊，残酷。你为什么要那样做呢？然后

0:15 技术实际上很好，那帮人真的很聪明。

0:18 它有效，对吧？太棒了。我总是在

0:21 一些奇怪的事发生时发推，说有一个平行宇宙里，World Coin

0:24 是比特币的对立面，懂吗？是啊，对吧？这不是这个

0:29 行业的见证吗？人们有时候恨加密货币人，

0:33 但是内心深处，我们是自由斗士。

0:40 这就是World Coin失败的原因，因为我们中间充满了真正

0:44 信仰自由的人，你明白我的意思吗？这才是

0:47 我们真正的样子。顺便说一句，那些AI人以为

0:51 自己很酷、高高在上，实际上他们

0:54 都是普通人，都是朝九晚五的人，我非常喜欢他们，

0:58 他们很聪明，但不是自由派。他们不懂地缘政治。

1:02 他们不理解，也不能理解。

1:05 他们只会为博格工作，赚钱，玩他们的棋盘游戏。

1:08 而加密货币人则像叛徒一样，

1:12 你不能用World Coin那套来做，这行不通。

0:00 You can't get funding from Sam Altman, the guy who's trying to enslave us and

0:04 then pretend to be like, you know, like, free to techno, yeah, like what are

0:08 you

0:08 trying to do? I don't know, like, I just seemed odd. And like the Orblep was so

0:12 dystopian. Yeah, brutal. Well, why would you do it like that? And then the

0:15 technology is actually really good, though, like the guys were really smart.

0:18 It works, right? It's a great. There's, I always, I always tweet this whenever

0:21 some weird shit happens, there's like a parallel universe where world coin is

0:24 like flip, flip Bitcoin, you know? Yeah, right. Isn't that a testament to this

0:29 industry? Like the we actually, you know, people fucking hate crypto people so

0:33 that reason sometimes, but also like deep down, we're freedom fighters. And

0:40 that's why world coin didn't work is because we're permeated by people that

0:44 actually believe in freedom. You know what I mean? Like that that's that is

0:47 actually who we are. And that's not an AI, by the way, the AI people who think

0:51 they're so hot and high and high and mighty, they're all just they're just

0:54 normies. They're all blue church people. I love them to death. They're all very

0:58 smart, but they're not freedom people. They don't really grasp geopolitics.

1:02 You know, I mean, they don't really understand. And they don't really can't.

1:05 They're just going to go work for the Borg and make their money and live in

1:08 the play the board games. But the crypto people are like, we're renegades,

1:12 man. And so you can't try to do world coin on this. It's not going to work.

Moon

· 20h

罗布·格里尔表示，对于新晋的 #AI 开发者而言，最佳的创业平台是Bittensor，而非Y Combinator。

“我认为这是加密货币史上最精妙的代币经济设计。”

https://x.com/therollupco/status/2036204282144309637?s=20

中文 English

0:00 所以，如果你是一个，你知道的，波兰的天才开发者，你会去

0:04 硅谷

0:05 然后去Y Combinator接受稀释股权融资，还是会

0:09 在BitTensor

0:09 开一个子网，矿工就是你的AI开发团队，你甚至

0:13 不用付钱

0:13 ？

0:14 我想显然你会选择BitTensor，然后所有

0:17 这些子网的市值都会累积

0:18 到tau代币上，因为获得

0:21 alpha代币的唯一方式是

0:22 先购买tau。

0:25 我觉得这就是对以太坊的升级，对吧，因为

0:28 关于以太坊的争议在于

0:29 所有这些二层到底带来什么价值累积

0:33 给

0:33 ETH，对吧？

0:34 而tau则必须先买tau，而且这是一个非常有趣的

0:38 正和

0:38 游戏，因为Templar爆发会推高tau价格。

0:45 然后所有其他子网都会觉得太棒了，因为这有利于

0:48 他们的子网

0:49 和他们的发行。

0:50 所以实际上子网之间会互相支持，这是一个正和

0:54 游戏。

0:54 我认为这是加密史上最聪明的代币经济设计，

0:57 我想

0:57 很多人会同意我的看法。

0:00 So, if you're a, you know, a brilliant developer in Poland, are you going to go

0:04 to Silicon Valley

0:05 and go to Y Combinator and get diluted equity funding, or are you going to

0:09 start a subnet

0:09 on BitTensor, where the miners are your AI dev team, which you don't even have

0:13 to pay

0:13 for.

0:14 I think obviously you choose BitTensor, and then all of the market cap built

0:17 from all

0:18 of those subnets accrues the token tau, because the only way you could get

0:21 access to the alpha

0:22 tokens is by first purchasing tau.

0:25 And I think that's like the upgrade over Ethereum, right, because like the

0:28 whole controversy

0:29 over Ethereum is that like all these layer two is like, what is the value accru

0:33 al to

0:33 ETH, right?

0:34 Whereas with tau, you have to purchase tau first, and it's really interesting

0:38 positive

0:38 sum game to because Templar pops off, and that increases the tau price.

0:45 And then all the other subnets are like, that's awesome, because that benefits

0:48 their subnet

0:49 and their emissions.

0:50 So you actually have subnets rooting for other subnets, it's a positive sum

0:54 game.

0:54 I think this is the most brilliant tokenomic design in the history of crypto,

0:57 and I think

0:57 I think a lot of people would agree with me on that.

Speed

· 2M

关键市场动态解读

当前市场主线由地缘政治和宏观政策两大不确定性主导：

· 避险情绪推动贵金属狂飙：金银价格续创历史新高。这主要由多重因素共同驱动：地缘政治风险（伊朗、委内瑞拉局势）、市场对美联储政策独立性的担忧，以及作为传统避险资产的结构性买盘。值得注意的是，金银比价自2012年以来首次跌破50关口，显示白银涨势更为迅猛。
· 美股承压，科技股领跌：纳斯达克指数下跌1%。大型科技股普跌，英伟达、特斯拉、微软等均收跌。除市场对AI热潮的短期获利了结外，富国银行等金融机构财报不及预期也拖累了市场情绪。
· 油价上演“过山车”行情：油价受地缘局势主导波动剧烈。盘中因伊朗供应中断担忧而上涨，但美国总统特朗普关于“伊朗杀戮正在停止、将先观望局势”的表态，导致油价在收盘后短线暴跌约3%，完全回吐日内涨幅。这反映了市场情绪的极度敏感。

Speed

· 3M

ETF资金波动：美国现货比特币ETF在11月整体呈现净流出，但在12月初的首个交易日（12月5日）录得约5479万美元的净流入，显示机构信心有所改善。