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。

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Moon

· 2h

“@solana今年已在链上处理了来自代理的1500万笔交易”——@vibhu，@SolanaFndn首席产品官，在@Blockworks数字资产峰会上表示。

https://x.com/Grayscale/status/2036868972294136084?s=20

Moon

· 2h

与 @HyperliquidX 共同实现现实世界资产的链上交易。

“我们曾预言，总有一天现实世界资产将在链上交易——如今，这一愿景正在成为现实。现实世界资产正全天候进行交易。我们认为，在未来几年内，所有资产都将实现链上交易。”

$HYPE 今日亮相 @Blockworks 数字资产峰会。

https://x.com/Grayscale/status/2037196355781943330?s=20

Moon

· 3h

美国证券交易委员会（SEC）主席保罗·阿特金斯：🇺🇸“两年内，美国所有市场都将实现链上化。”

https://x.com/TrendingBitcoin/status/2036822413124714911?s=20

中文 English

0:00 代币化是利用链上智能合约或代币来

0:08 表示，例如，基础证券的想法。

0:12 所以代币化的证券仍然是证券，依法需遵守美国证券交易委员会（SEC）的规定。

0:18 法律如此规定。

0:19 但核心思想是，如果它是在区块链上的话，那么

0:24 其所在位置会更具透明度。

0:27 现在有一定的能力可以知道谁拥有什么，而公司

0:31 通常甚至不知道其股东在哪里

0:37 以及股东的居住地。

0:41 所以代币化的优势是，有可能不再是T+1，而是交易

0:49 日加一日的清算与结算。

0:54 甚至有可能现在是T0，具体取决于工具，我们还需考虑

1:00 净额结算以及其他相关因素，

1:04 针对某些工具而言。

1:06 但原则上，链上交付对价和收款

1:12 （DVP，RVP）在链上的实现

1:16 有望降低市场风险，使市场更加透明，

1:21 从而简化清算与结算过程。

1:25 因为清算与结算之间的差距，以及

1:32 交付与付款之间的差距，实际上才是系统风险的来源。

1:39 你觉得金融服务领域未来会走向何方？现今主要的

1:49 银行和券商是否正日益走向代币化？

1:49 绝对是。未来世界将会如此，你知道，

1:56 我说的可能不需要十年，甚至可能更短，可能几年内，

2:01 甚至更快。

2:02 所以我认为市场的所有这些现代化变化都是好的。

2:08 过去几年我们看到的问题是，SEC，和历史上不同，

2:14 它并非一直走在创新的前沿。

2:20 它总是稍微落后于市场，

2:22 当然如此。

2:25 但最近它几乎是在阻碍市场发展，因为

2:30 所有这些新创新正不断涌现。

2:36 但现在不一样了，我们正在积极拥抱这些创新。

2:40 我相信为了让美国在加密货币等领域保持领先，

2:45 我们必须拥抱它们。

2:47 近年来，全球只有两个国家

2:51 在努力使加密货币非法化，

2:55 那就是共产主义中国和通过SEC的美国。现在情况已变。

3:00 这是新时代的开始。

3:02 所以我们要拥抱这项新技术。

0:00 Tokenization is the idea of using the smart contracts or tokens on-chain to be

0:08 able to represent, say, underlying security.

0:12 So then that tokenized security is a security and would be subject to SEC rules

0:18 by law.

0:19 But the idea is that if it's on-chain, on a blockchain, then there's much more

0:24 transparency as to where it is.

0:27 Now there's a bit of a capacity as to who owns what and where the company

0:31 usually doesn't even know where its shareholders are

0:37 and where the shareholders reside.

0:41 So tokenization has the benefit of potentially having instead of T+1 now, trade

0:49 date, plus one for clearance and settlement.

0:54 The prospect of maybe T0 now, depending on the instrument and we have to think

1:00 about netting and all sorts of other things

1:04 with respect to some instruments.

1:06 But in principle, the idea of on-chain delivery versus payment and receipt

1:12 versus payment, DVP, RVP, on-chain

1:16 is a prospect of de-risking the markets, making them much more transparent and

1:21 then sure as far as clearance and settlement.

1:25 Because it's always that the gap between clearance and settlement and then

1:32 delivery and payment is the real introduces risk into the system.

1:39 What do you expect this is where financial services is going? Are the major

1:49 banks and the brokers out there today moving increasingly toward tokenization?

1:49 Oh, absolutely. And it's the way the world will be, you know, here in that, I

1:56 mean, maybe not even ten years, maybe even a lot less time, maybe a couple

2:01 years from now.

2:02 So I think that all of this modernization of the markets, I think, is good.

2:08 And the trouble that we've seen here over the past few years is that, you know,

2:14 the SEC, unlike historically, it never was necessarily at the vanguard of

2:20 pushing new innovations.

2:22 It was always, you know, a little bit behind the market, of course.

2:25 But here recently it's been almost standing a thwart the marketplace and as it

2:30 's, you know, as all these new innovations were coming about.

2:36 So that's no more. We're actually embracing it. And I believe that we need to

2:40 be embracing it to keep the United States at the forefront as far as

2:45 cryptocurrencies and whatnot.

2:47 There were only only two countries in the world here in the last few years that

2:51 were working to make cryptocurrencies illegal.

2:55 And that was Communist China and the U.S. through the SEC. So that's changed.

3:00 It's a new day now.

3:02 And so we want to embrace this new technology.

Moon

· 18h

“人工智能不会夺走你的工作。人工智能会让你成为首席执行官。”

巴拉吉·斯里尼瓦桑谈人工智能如何创造真正的公平竞争环境：

“生产资料实际上已经交到了你手中。”

“如果你认为自己会成为一位出色的创始人、一位出色的CEO，这种想法正被极度低估。”

“全球人才搜寻已经开始。” #ai

@balajis与@PeterMcCormack

https://x.com/a16z/status/2036835836910850548?s=20

中文 English

0:00 人工智能不是抢你的工作，而是让你成为CEO。

0:02 实际上它把生产资料交到了你手中，对吧？

0:05 如果你觉得自己会是个出色的创始人、优秀的CEO，现在这种想法被严重低估了。

0:09 全球人才搜寻已经开始了，对吧？

0:12 你基本上不需要任何资金，真的，只要有电脑，只要你

0:15 在

0:15 网上找的话，实际上那是个好方法，那真是个好主意。

0:18 我准备发推特分享这个。

0:19 人工智能不会抢你的工作，人工智能让你成为CEO。

0:22 那么，每个人都应该成为CEO吗？

0:23 不，不过，我确实认为有更大一批人是这样的。

0:30 如果去掉创业的资本成本，因为确实有很多

0:34 人才存在，对吧？

0:35 比如说，看看科技领域，贝索斯、埃隆，这些人都不是

0:40 出身

0:40 富裕家庭，对吧？

0:42 这就是杰斐逊所说的“自然贵族”。

0:44 创始人来自世界各地各种背景，

0:48 对吧？

0:48 各个角落，没错？

0:49 比如说，中西部的安德森，我相信你也能找到

0:55 来自

0:55 英国乡村或者说英国各地的人，来自各方

0:58 ，对吧？

0:59 所以对我来说，这本质上是一种良性的平等主义提升，

1:04 机会

1:04 的质量，是任何想做事的人都能触及的“天梯”。

0:00 AI isn't taking your job, AI is turning you into the CEO.

0:02 Literally the means of production and being put in your hands, right?

0:05 If you think you'd be a great founder, a great CEO, it's being hyper deflated.

0:09 The global talent search has begun, right?

0:12 You don't need any money, basically, literally, if you have a computer, if you

0:15 're

0:15 looking online, actually, that's a great, that's, that's a great one.

0:18 I'm going to tweet that.

0:19 AI doesn't take your job, AI turns you into the CEO.

0:22 Now, should everybody be CEO?

0:23 No, however, however, I do think that there is a much larger group of people.

0:30 If you take away the capital costs of doing it, because there is a lot

0:34 of talent out there, right?

0:35 Like, look, if you look at tech, I mean, Bezos, Elon, these guys did not come

0:40 from

0:40 wealth, right?

0:42 This is what Jefferson calls a natural aristocracy.

0:44 You have founders from like, you know, all kinds of places around the world,

0:48 right?

0:48 Random places, right?

0:49 So, you know, guys from like Midwest, like Anderson, you have people I'm sure

0:55 from

0:55 rural areas in England or, you know, like the UK, you have people from all over

0:58 , right?

0:59 So that's the incident to me is leveling egalitarianism in a good way, a

1:04 quality

1:04 of opportunity, the sky hook for anybody who wants to do it.

Moon

· 18h

凯茜·伍德解释了比特币为何即将暴涨：

1) 自主人工智能

2) 全球货币体系

3) 杠杆率已出清

4) 伊朗战争

5) 总量仅2100万枚

6) 比黄金更稀缺

7) 跨代财富传承

#Agentic

https://x.com/AltcoinDaily/status/2036881853437927445?s=20

中文 English

0:00 我们相信，比特币将成为最重要的加密资产

0:04 。我们现在拥有了互联网本地的货币，

0:09 这将大大减少购买过程中的摩擦，

0:13 特别是随着我们进入通用人工智能时代，

0:18 机器将会相互购买，对吧？

0:22 这是第一点。第二点，它是一个全球

0:28 货币体系。我们开始看到它对中东事件的反应，

0:32 并且在去年十月发生所谓闪电崩盘后已经稳定

0:38 下来，该崩盘导致了自动去杠杆，

0:43 令许多人措手不及。我们认为那都过去了。

0:46 我们认为伊朗现在成为焦点，

0:51 比特币将发挥其价值存储的作用。

0:55 我们刚刚铸造了2000万个比特币，

1:01 总量将仅限于2100万，就像黄金一样，

1:07 我可以保证，矿工们已经加快了寻金的步伐，

1:12 将会产出更多。比特币的发行是数学限定的，

1:16 其增长速度已经低于黄金。

1:19 我们也认为，随着巨大的代际财富转移，

1:23 比特币将成为首选的价值储存方式。

1:28 will be the store of value of choice.

0:00 Bitcoin, we believe, is going to be the most important crypto

0:04 asset. We have now currency native to the internet, which is

0:09 going to take out a lot of friction from the buying

0:13 process, especially as we move to a Gentic AI, where, you know,

0:18 machines will be, will be buying from other machines, right?

0:22 So, so that's the first thing. The second is, it is a global

0:28 monetary system. And we're beginning to see it react to

0:32 the events in the Middle East, and it has stabilized after

0:38 something called a flash crash from last October, which caused

0:43 auto deleveraging, which caught a lot of people off sides. We

0:46 think that's all washed through. We think Iran now is taking

0:51 center stage and that Bitcoin will serve its role as a store

0:55 of value. We just hit 20 million Bitcoin minted ever, and we're

1:01 going only to 21 million gold with the increase in price. I

1:07 guarantee you, miners have accelerated their search for

1:12 more gold and will be producing more. Bitcoin is

1:16 mathematically metered, and its growth rate has already

1:19 slipped below that of gold. And we also think with the huge

1:23 intergenerational wealth transfer taking place that Bitcoin

1:28 will be the store of value of choice.

Moon

· 19h

这就是把整个支付技术栈集中在一个房间里时会发生的情况。

Solana Accelerate：金融科技（纽约）

https://x.com/solanapayments/status/2036921391082021189?s=20

中文 English

0:00 （欢快的音乐）

0:02 - 真正推广它的最佳方式

0:17 是让它尽可能企业友好。

0:21 - 所以我们有很多领域专家

0:22 还有一个基础平台。

0:23 我们把最优秀的专家的大脑放进这个引擎

0:27 这样其实非常容易

0:28 自己创建稳定币。

0:30 通常，如果所有代码自己写，

0:32 创建稳定币需要几周到几个月。

0:35 但因为我们做得很简单，

0:36 只要输入一堆数据，默认设置

0:39 非常合理且有效，

0:41 基本上几分钟就能开始。

0:44 - 所以与Solana合作很简单。

0:50 其隐私方面及

0:52 通过扩展在我们链上实现隐私的能力

0:54 非常重要。

0:56 我很喜欢Solana的社区，

0:58 DeFi领域有一个开发社区

1:00 带来了大量合作伙伴，

1:02 这是无形的财富。

1:03 我认为这就是你迅速获胜的原因。

0:00 (upbeat music)

0:02 - The best way to really get this out

0:17 is to make it as enterprise friendly as possible.

0:21 - So we have a lot of subject matter experts

0:22 as well as a foundation.

0:23 So we put our best experts brain right into this engine

0:27 so that it's actually super easy

0:28 to just create your own stable corn.

0:30 This would take normally weeks to months

0:32 to create a stable corn if you have to code everything.

0:35 But because we made it super simple,

0:36 just put in a bunch of data and the defaults

0:39 are really, really good sensible

0:41 and you can start pretty much in a matter of minutes.

0:44 - So working with Solana, it's easy.

0:50 The privacy side of that and the ability

0:52 to put privacy in our chain with the extensions,

0:54 it's incredibly important.

0:56 I really like the community that Solana has

0:58 so the DeFi space to develop a community

1:00 to bring to the table the partnerships,

1:02 that's the intangible.

1:03 That's where I think you win out quite quickly.

Moon

· 21h

隐私并非一项功能，而是整个系统的基石。

Moon

· 22h

在人们开始网购之前，FirstMark就已投资了Shopify；在人们开始与陌生人一起游戏之前，他们就已投资了Discord；在人们将自家变成酒店之前，他们就已投资了Airbnb。

如今，他们押注链上隐私将成为下一个趋势。我们完成了由 @FirstMarkCap 领投的 600 万美元融资，致力于让 #隐私交易成为默认选项。

本轮融资还获得了 @dba_xyz 和 @robotventures 的参与。 #payy

这些投资者深知，隐私并非一项功能，而是整个系统的基石。

https://x.com/payy_link/status/2036843710793867617?s=20

Moon

· 22h

如今，他们押注链上隐私将成为下一个趋势。我们完成了由 @FirstMarkCap 领投的 600 万美元融资，致力于让 #隐私交易成为默认选项。

本轮融资还获得了 @dba_xyz 和 @robotventures 的参与。 #payy

这些投资者深知，隐私并非一项功能，而是整个系统的基石。

https://x.com/payy_link/status/2036843710793867617?s=20

Moon

· 22h

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

· 23h

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.