链上观
区块链数据与安全行业洞察
2984Followers189Articles
Why will privacy be the core narrative of crypto in 2026?
Privacy will become the core narrative of encryption in 2026, with technology shifting towards programmable compliance, Zcash verification requirements, and Zama, Anoma, and Boundless building a complete technology stack to support explosive growth.
链上观2026-01-05 07:00
Empowering AI, Paving the Way for Value: How Crypto positions itself in the infrastructure battle before 2027?
In fact, Crypto is doing something about "empowering" humans, and AI is doing something about it too, but the ways and depths of empowerment are completely different.
链上观2025-12-25 08:00
A $3 trillion gamble and global diffusion: The bipolar narrative of AI in 2026
Capital expenditure on AI infrastructure is projected to reach $3 trillion, with less than 20% currently deployed.
链上观2025-12-23 01:00
What are your thoughts on the x402 V2 upgrade?
The rapid rollout of V2 is aimed at addressing the issue of further large-scale deployment of the x402.
链上观2025-12-12 09:00
Deconstructing the ambitions behind Surf's funding: It aims to become the "data hub" of the Crypto AI ecosystem.
Pantera led a $15 million funding round for Surf, with Coinbase Ventures also participating.
链上观2025-12-11 11:00
Eight Years of Crypto: From Faith to "Casino"—How Do We Face the Industry's Darkest Hour?
I love Crypto because I love its complexity and unpredictability. Those who truly change the world are not those who choose to flee after seeing the truth, but those who choose to stay and fight even after seeing the truth.
链上观2025-12-08 23:00
OpenMind partnered with Circle to enable robots to perform thousands of real-time payments per second using the x402 protocol.
The x402 protocol, as a major narrative in AI Agent payments, has become a highly sought-after commodity.
链上观2025-12-08 07:00
What benefits does the Fusaka upgrade bring to Ethereum?
Is a more mature, stable, and efficient Ethereum, which also features institutional scaling, L1+L2 dual-track development, and micro-deflationary value capture, worth believing in again?
链上观2025-12-05 07:00
Does Hyperliquid's popularity mean Arbitrum is "winning by default"?
Analyzing Arbitrum's "making a fortune quietly" logic.
链上观2025-12-04 00:00
Alpha's opportunities in the x402 track lie hidden in the undercurrent of "micro-innovation".
Alpha must come from areas where the public has not yet discovered its potential, but a few people have already laid the groundwork. The x402 track has this potential.
链上观2025-12-02 07:00
Why is Vitalik so keen to promote Kohaku and donate funds to the privacy communication application?
Vitalik and the Ethereum Foundation have been working towards one goal: to upgrade optional privacy into a standard feature of "privacy is security".
链上观2025-11-29 02:30
How can x402 and Switchboard jointly forge the "value artery" of the intelligent agent economy?
The x402 protocol forms the payment layer of the Agent service marketplace, while Switchboard builds the data service layer. If the payment layer enables the flow of money, the data service layer enables the flow of trusted data.
链上观2025-11-26 12:00
What exactly is Brevis, who has been repeatedly handpicked by the Ethereum Foundation, planning?
Brevis's ProverNet solution is quite simple: build a two-sided marketplace where applications submit their requirements and professional prover bids to accept the orders—a TODA (Total Depth of Data) auction mechanism.
链上观2025-11-25 06:00
A brief review of FLock's AI launchpad: Is the path of "issuing assets" to large models viable?
Once a model is assetized, trainers have the motivation to continuously optimize it, and once the revenue can be continuously distributed, the ecosystem will have the ability to generate its own revenue.
链上观2025-11-21 09:59
After BTC fell below $90,000, why are Builders collectively calling for a 'real bear market'?
What they wanted was never a powerless "deep bear," but rather to completely eliminate the "noise bulls" that hinder genuine innovation.
链上观2025-11-19 05:00
Analysis of Kohaku, the Regulatory-Friendly Privacy Solution Launched by Vitalik Buterin
Kohaku differs from previous solutions such as Tornado and Railgun by employing zk and elliptic curve cryptography generation techniques.
链上观2025-11-18 10:00
Don't be a slave to your emotions: 5 questions you must think through
Which cryptocurrencies should you hold that truly have value? Which communities should you join? What technological narratives should you follow? How can you navigate the ups and downs of the market with ease?
链上观2025-11-17 23:00
Seek the wisdom of "holding onto wealth" in the cryptocurrency world from Duan Yongping.
Duan Yongping's value investing philosophy centers on the concept of "monetizing knowledge." Investing is not gambling or speculation, but rather using a deep understanding of a company to capture its undervalued value.
链上观2025-11-17 09:00
Will ERC-8004 repeat the mistakes of account abstraction?
AA is a sophisticated project driven by a researcher's mindset, while the x402 protocol is a pragmatic approach driven by market demand.
链上观2025-11-14 09:00
From application layer to infrastructure, Warden's full-stack AI strategy
While other projects focus on single-point breakthroughs, Warden chooses to use ecological collaboration to combat cyclical fluctuations.
链上观2025-11-13 12:00
As a facilitator, how should PAYAI build a positive flywheel?
How to shed its pure "tool attribute" and become a "value routing node in the payment network" is a proposition worth exploring in the long term.
链上观2025-11-12 12:00
Mainnet Launch: A Look at the Monad Ecosystem
Perp DEX and prediction markets are key areas of focus.
链上观2025-11-11 12:00
X402 Track Panoramic View: Launchpad Innovation, Facilitator Battles, and Provider Infrastructure
A number of competitors have emerged in niche markets such as Launchpad, Facilitator, and Provider.
链上观2025-11-10 09:00
x402 Protocol + CaffeineAI: When Payment Automation Meets the No-Code Revolution
When application costs approach zero, operating costs are fixed and controllable, and payment frictions disappear, a massive number of "long-tail super individual businesses" will inevitably emerge in the market.
链上观2025-11-07 09:00
How should we view the strategic transformation of Ping and Payai?
PING attempts to leverage Launchpad to strip away the pure MEME attributes while adding a positive flywheel, while PAYAI expands from its original tool attributes to the infrastructure protocol layer through token migration.
链上观2025-11-06 02:00
Columns
Nancy
远山洞见
Anita
Lao Bai
chelson
Industry News
Market Trends
Curated Readings
Subscribe