博闻札记
非典型理工男 | 前Crypto VC从业 | 致力于深度投研输出
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IOSG: Behind Hermes' Rise, a Web3 Team's Path of Advancement
Hermes Agent topped OpenRouter with a usage of 30.5 trillion tokens, leading OpenClaw and Claude Code by a staggering margin. It doesn't rely on proprietary technology but precisely closes the loop on the 'challenger growth system', building trust through 'delegatability' to become a long-term online personal butler worthy of entrustment.
博闻札记2 authors
IOSG: From Hot Storage to Cold Memory, Decentralized Storage Amid the AI Era's Storage Boom
AI storage is highly sought after by capital for its pursuit of computational efficiency, while Web3 decentralized storage falls silent in the current cycle due to its pursuit of 'trust and permanence'.
博闻札记2 authors
IOSG: Countdown to Q-Day, Will Quantum Computing End Cryptocurrency?
Re-examining the biggest 'security debt' that the Web3 world is about to face.
博闻札记2 authors
IOSG; Turning Probability into Assets: Predictive Market Agent Outlook
It is predicted that intelligent agents in the market will take early shape in early 2026 and are expected to become an emerging product form in the field of intelligent agents in the coming year.
博闻札记2 authors
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
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