博闻札记
非典型理工男 | 前Crypto VC从业 | 致力于深度投研输出
19Followers18Articles
IOSG: Ethereum Repricing, From Rollup-Centric to a "Security Settlement Layer"
This article will analyze the paradigm shift and valuation reconstruction of the Ethereum pricing model in a hierarchical manner based on facts (the technological and institutional changes that have occurred), mechanisms (the impact on value capture and pricing logic), and deductions (the implications for allocation and risk-return).
博闻札记2 authors
Noya.ai Research Report: The Predictive Market Intelligent Agent Revolution Under the AI×DeFi Narrative
Predicting market intelligence agents is becoming a new trend in the integration of AI and cryptography. NOYA.ai, with Omnichain Vaults and AI Agent at its core, is building an automated asset management platform that goes from intelligence to execution, exploring high-odds opportunities under low valuations.
博闻札记
Reinforcement Learning: A Paradigm Shift in Decentralized AI Networks
Reinforcement Learning: A Paradigm Shift in Decentralized AI Networks
博闻札记
Stripe for Agents: An Investment Map of Agents from Protocol Stack to Payment Ecosystem
Stripe for Agents: An Investment Map of Agents from Protocol Stack to Payment Ecosystem
博闻札记
Brevis Research Report: ZKVM and Data Coprocessor Unlimited Trusted Computing Layer
The trusted computing paradigm of "off-chain computing + on-chain verification" has become a common computing model for blockchain systems.
博闻札记
Home Miner + ASIC + Dual Tokens: Disassembling Cysic's ComputeFi Blueprint
Cysic uses ComputeFi as its core narrative, attempting to connect computing power from hardware production and network scheduling to financialized assets.
博闻札记
GAIB Research Report: The Path to On-Chain Financialization of AI Infrastructure RWAiFi
The RWAiFi (RWA + AI + DeFi) path proposed by GAIB provides a new solution for the "on-chain financialization of AI infrastructure", promoting the flywheel effect of "AI infrastructure (computing power and robots) x RWA x DeFi".
博闻札记
From Federated Learning to Decentralized Agent Networks: ChainOpera Project Analysis
From Federated Learning to Decentralized Agent Networks: ChainOpera Project Analysis
博闻札记
Pendle Revenue Strategy Panorama: Pulse's AgentFi New Paradigm
Pendle Revenue Strategy Panorama: Pulse's AgentFi New Paradigm
博闻札记
From zkVM to the Open Proof Market: RISC Zero and Boundless Analysis
ZK technology is evolving from a single scaling tool to a universal cornerstone for blockchain trusted computing.
博闻札记
Almanak Research Report: The Path to Inclusiveness of On-Chain Quantitative Finance
The speed of ecological expansion, the evolution of the competitive landscape, and the stability of technology implementation will be the three core variables that determine whether it can maintain its long-term leadership.
博闻札记
The Intelligent Evolution of DeFi: The Evolutionary Path from Automation to AgentFi
This article will focus on the integrated evolution path of DeFi and AI, sorting out its development stages from automation to intelligence, and analyzing the infrastructure, scenario space and key challenges of strategy execution agents.
博闻札记
一文读懂 Theoriq：多智能体协作的DeFi实践
相较于以炒作与流量叙事为核心的 Agent Meme 项目，Theoriq 明确聚焦于 DeFi 的核心痛点——流动性管理与自动化资产运营，代表了 AgentFi 从概念走向实用的关键路径。
博闻札记
The evolution of AI training paradigm: a technological revolution from centralized control to decentralized collaboration
Decentralized training represents a more open and censorship-resistant future path.
博闻札记
OpenLedger in-depth research report: Building a data-driven, model-composable intelligent economy based on OP Stack + EigenDA
In 2025, the industry's focus will gradually shift to the model and data layers, and Crypto AI is transitioning from the underlying resource competition to the middle-level construction with greater sustainability and application value.
博闻札记
Industry News
Market Trends
Curated Readings
Subscribe