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Moon

· 13m

我们正在打造 TERAFAB，以弥合当今芯片生产与未来需求之间的差距——一个星际未来。 #TERAFAB #ai #芯片
加入我们 → http://terafab.ai

https://x.com/SpaceX/status/2035542868790558771?s=20

Moon

· 2h

拉乌尔·帕尔表示，本轮周期与2017年相似，可能在2026年6月达到峰值。

人工智能、ETF和流动性或将推动加密货币市场规模从3万亿美元飙升至100万亿美元 🚀 #ai #etf #btc #加密货币

https://x.com/Vivek4real_/status/2035237956567671077?s=20

Moon

· 14h

Andrej Karpathy 谈基于不可信工作者池的自动搜索：

“我那些将不可信工作者池（融入自动搜索）的设计，实际上有点像区块链。

只不过这里没有区块，而是提交（commits），这些提交可以相互构建，并包含你在改进代码时所做的更改。

所谓的工作量证明，本质上就是通过大量实验来找出有效的提交。”

分布式且无许可的自动搜索 ~= 有用工作量证明这一理念，目前仍停留在高层次的直觉层面，但至少可以说它极具吸引力。

有人需要进一步深入研究。关于尚缺的内容，请参阅 QT。 #ai #加密货币 #区块链

https://x.com/_weidai/status/2035236632161656969?s=20

中文 English

0:00 我认为一个问题是，如果你有一堆节点

0:03 可以进行并行处理，那么你很容易让多个自动研究者

0:06 通过一个公共系统交流什么的。当时我更感兴趣的是

0:09 如何在互联网中有一群不可信的工作者。

0:11 举个例子，在自动研究中，你只是想

0:14 找到那段能训练模型达到非常低验证损失的代码。

0:18 如果有人给你一个候选提交，你很容易验证该提交是否正确。

0:22 很好。比如，有人可能声称他们那段代码优化得更好，

0:26 能给你更好的性能。你可以很容易地检验，

0:29 但可能需要大量工作去检查。不过基本上，

0:32 他们依然可能会撒谎等等。

0:34 所以你基本上面对的是类似的问题，

0:37 其实我设计的含不可信工作者池的系统，

0:40 看起来有点像区块链，因为你不是用区块，

0:43 而是用提交，提交可以相互建立，

0:45 包含你不断改进代码的变更。

0:47 工作量证明基本是做大量试验以找到有效提交。

0:51 那很难。而奖励就是登上排行榜，现在

0:55 没有任何金钱奖励。

0:57 不过我不想把这个比喻推得太远，

1:01 但它本质上有这个问题：

1:03 搜索需要大量计算，但验证候选方案是否优秀很便宜，

1:07 因为你只需训练一次。

1:10 有人可能试了10000次，但你只需要

1:13 验证他们产出的方案有效，

1:16 因为那其他的9990次都失败了。

1:19 总之，长话短说，

1:22 你得设计一个系统，让不可信池的工作者可以

1:25 与可信池工作者协作进行验证。

1:26 整个过程是异步的，可以工作，

1:31 从安全角度来说也安全，

1:33 因为如果有人发任意代码给你执行，那很危险。

1:37 但从根本上说，这是完全可能的。

0:00 think like one issue is if you have a bunch of nodes of

0:03 parallelization available to you, then it's very easy to just

0:06 have multiple auto researchers talking through a common system

0:09 or something like that. When I was more interested in is how

0:11 you can have an untrusted pool of workers out there on the

0:14 internet. So for example, in auto research, you're just trying

0:18 to find the piece of code that trains a model to a very low

0:22 validation loss. If anyone gives you a candidate commit, it's

0:26 very easy to verify that that commit is correct. It's good. Like

0:29 they, someone could claim from the internet that this piece of

0:32 code will optimize much better and give you much better

0:34 performance. You can just check it very easy, but probably a

0:37 lot of work goes into that checking. But fundamentally, they

0:40 can lie and etc. So you're basically dealing with a

0:43 similar kind of, it's almost actually like looks a little bit

0:45 like my, my designs that incorporate an untrusted pool of

0:47 workers, actually look a little bit more like a blockchain a

0:51 little bit, because instead of blocks, you have commits, and

0:55 commits can build on each other, and they contain like changes

0:57 to the code as you're improving it. And the proof of work is

1:01 basically doing tons of experimentation to find the

1:03 commits that work. And that's hard. And then the reward is

1:07 just being on the leaderboard right now, there's no monetary

1:10 reward whatsoever. But I don't want to push the analogy too far,

1:13 but it fundamentally has this issue where you run off search

1:16 goes into it, but it's very cheap to verify that a candidate

1:19 solution is indeed good, because you can just train a single,

1:22 you know, someone had to try 10,000 IZs, but you just have to

1:25 check that the thing that they produced actually works,

1:26 because the 99,000 of them didn't work, you know. And so

1:31 basically, long story short, it's like you have to come up with

1:33 a system where an untrusted pool of workers can collaborate

1:37 with a trusted pool of workers that do the verification. And

1:42 the whole thing is kind of like asynchronous and works and

1:44 and so on. And it's like safe from a security perspective,

1:49 because if anyone sends you arbitrary code and you're gonna

1:51 run it, that's very sketchy and dodgy. So, but fundamentally,

1:55 it should be totally possible.

王爷来了

· 21h

今日热点速览 📡

🔥 Web3+AI 正在加速融合！

Grok Imagine点燃X平台，用户疯狂创作Elon Musk魔性图片
AI图像生成正在重塑社交媒体内容创作方式

📊 中国AI App逆势爆发：

豆包月活超3亿，增速惊人
千问等国产模型持续追赶

💡 观点：去中心化内容平台 + AI工具 = 创作者经济新纪元这不仅是娱乐，更是Web3+AI结合的完美案例

你怎么看？AI将如何改变内容创作？

#Web3 #AI #Crypto #Grok #区块链

Love

· 1d

人工智能是一种功能强大的软件——它并非外星生物。我们面临的最大风险在于，对人工智能未来的恐惧与焦虑会让我们止步不前，而其他国家却在此时超越了我们。 #ai

https://x.com/altcap/status/2035010929650508092?s=20

中文 English

0:00 这部分我们刚和政策制定者讨论过，我们需要始终

0:05 走在前面

0:06 布拉德，你做得很好。我们必须走在他们前面，

0:08 向他们传达

0:09 关于这项技术的现状。它是什么，不是什么。它不是一个

0:14 生物体。

0:16 它不是外星人，它没有意识，它是计算机软件。它不是

0:28 什么

0:29 我们会说，完全不理解它。这不是真的。我们并非

0:33 一点也不理解。

0:34 我们了解这项技术的很多方面。因此，我认为，第一，

0:39 我们必须确保

0:39 继续向政策制定者传递信息，不让悲观主义和

0:45 极端主义

0:46 影响政策制定者对这项技术的认知和理解。然而，

0:51 我们仍然需要

0:52 认识到技术发展非常快速，不要让政策

0:56 走得过快，

0:57 超前于技术发展。作为一个国家，我们面临的最大国家安全风险

1:03 是，

1:04 当其他国家采用这项技术时，我们却因为愤怒、

1:10 害怕或者偏执，

1:12 导致我们的产业和社会未能利用人工智能的优势。

1:17 所以，我最担心的是人工智能

1:19 在美国的普及情况。

1:27 [BLANK_AUDIO]

0:00 This is the part that we just with policymakers, we need to we need to always

0:05 get in front of

0:06 them and Brad, you do a great job doing this. We had to get in front of them

0:08 and inform them

0:09 about the state of the technology. What it is, what it is not. It is not a

0:14 biological being.

0:16 It is not alien. It is not conscious. It is computer software. And it is not

0:28 something that

0:29 we say things like, we don't understand it at all. It is not true. We don't

0:33 understand it all.

0:34 We understand a lot of things about this technology. And so I think, one, we

0:39 have to make sure that

0:39 we continue to inform the policymakers and not affect, not allow do-marism and

0:45 extremism

0:46 to affect how policymakers think and understand about this technology. However,

0:51 we still have

0:52 to recognize the technology is moving really fast and don't get policy ahead of

0:56 the technology

0:57 too quickly. And the risk that we run as a nation, our greatest source of

1:03 national security concern

1:04 with respect to AI, is that other countries adopt this technology while we are

1:10 so angry at it or

1:12 afraid of it or somehow paranoid of it, that our industries, our society don't

1:17 take advantage of AI.

1:19 And so I'm just mostly worried about the diffusion of AI here in the United

1:22 States.

1:27 [BLANK_AUDIO]

卓然691021

· 1d

token之王”预言“token工厂”！黄仁勋GTC演讲：未来你的生活将被token重置。 #黄仁勋 #GTC #token #科技 #硅谷 #AI #黄仁勋GTC演讲 #英伟达 #pickful

Moon

· 2d

21 分钟内答 21 道题。比特币、人工智能和数字时代的创新。 @PresidioBitcoin #btc #ai

https://x.com/saylor/status/2034732750217806012?s=20

中文 English

0:00 - 迈克尔·塞勒，欢迎来到Presidio比特币

0:03 以及21和21节目。

0:05 很高兴你能来。

0:06 - 今天真棒。

0:07 - 是的，你就像旧金山的夏天一样来临，

0:10 天气真美。

0:12 - 正好在这里，这里是个辉煌的地方。

0:15 我们很有启发。

0:16 - 谢谢，我准备了一些问题。

0:18 我们打算在21分钟内尽可能多地问，

0:21 你准备好了吗？

0:22 - 好的，开始吧。

0:23 - 好，开始。

0:24 第一个问题是，

0:26 你一直是推动比特币进入主流观众的最有影响力的声音之一，

0:29 无论是个人层面还是企业层面。

0:31 那么你对2026年的最重要看法是什么？

0:35 - 2026年是个伟大且转折之年，

0:37 我们看到大型银行开始拥抱比特币。

0:43 我们推出了各种数字信用产品，

0:46 比如Stretch，面向零售投资者和退休人员，

0:49 还有企业财务人员和金融家。

0:53 这是比特币一大批新支持者。

0:56 我们拥有业界历史上最支持的金融监管机构，

0:59 涵盖美联储、财政部、CFD、SEC。

1:03 我们还即将通过《清晰法案》，

1:07 这对整个行业提供了极大的合法化。

1:11 我期待行业的进步

1:15 以及它融入主流金融世界的扩展。

1:17 - 真好看到，是的。

1:18 今年发生了很多事情，是重要的一年。

1:23 第二个问题是，

1:24 你把比特币称为数字财产。

1:28 那么你怎么看待比特币作为消费货币？

1:31 - 我认为会是这样，

1:33 比特币第一层会是数字资本。

1:37 你会看到第二层数字信用爆发，

1:39 第三层则是数字货币。

1:41 第三层会成为，

1:44 可以称为比特币背书的稳定币，

1:46 或者是储蓄币。

1:48 就像美元一样，

1:50 你可以把它作为交换媒介流通。

1:53 它会整合所有以美元计价的数万亿美元

1:56 产品和服务，

2:00 以及成千上万家接受和花费美元的公司，

2:02 但它会提供更高的收益率。

2:05 大约六七八个百分点，

2:07 远超通胀成本。

2:11 这将是建立在比特币上的强大高效货币。

2:15 - 那你怎么看商家呢？

2:20 你会怎么告诉他们接受这种支付很划算？

2:22 - 我认为会是资产稳定币。

2:24 我觉得全球所有接受美元支付的地方

2:27 都会用到它。

2:29 你可以把它换成美元，

2:31 支付任何东西。

2:32 - 这很方便。

2:33 - 是的，我的意思是数字货币

2:35 主要会是美元。

2:37 美元正在全球扩散，

2:42 正在取代欧元、英镑、日元。

2:47 在欧洲，人们并不想用欧元，

2:49 他们想用美元。

2:50 所以美元实际上正在成为全球货币。

2:55 数字化的美元就是它的加密

2:59 或数字版。

3:02 但最大的突破是能够

3:04 创造一种比特币背书的数字货币，

3:08 其收益率是法币背书货币的两三四倍。

3:12 - 你觉得随着这一进展，

3:16 比特币变得越来越普及，

3:19 即便是以权益形式购买比特币的人，

3:23 这些投资者

3:24 或者新入场的人，

3:25 他们是否还能理解比特币的理念

3:28 和起初的意义，

3:30 还是仅仅会觉得它只是个资产，

3:32 没那么在意理念？

3:34 - 我认为会有一部分人，

3:36 包括个人和企业，

3:39 大户和倡导者以及开发者会继续传承

3:43 比特币理念。

3:46 当然，技术人员会了解

3:48 比特币技术。

3:51 但我觉得我们正走向一个世界，

3:53 有十亿人，

3:54 他们只想要一个银行账户能帮他们赚利息。

3:57 无论是六岁女孩，

3:59 还是75岁退休老人，

4:01 他们知道数字货币

4:03 是由比特币驱动的。

4:05 就像你家的电

4:07 来自核反应堆，

4:09 你可能不知道怎么造核反应堆，也不知道它多复杂，

4:13 但你知道电很棒又便宜。

4:15 所以我真的认为随着比特币传播，

4:18 会有一部分人非常精通技术，

4:21 但绝大多数人，

4:23 他们不想知道飞机怎么飞，

4:25 不想知道汽车怎么发动，

4:27 也不想知道电怎么来的，

4:29 他们甚至不知道自己的食物怎么来，

4:31 比如大多数人不知道

4:33 可口可乐是怎么做出来的，

4:35 没人知道怎么制造iPhone。

4:37 他们只知道他们手里有个极好的产品，

4:41 解决了他们生活中的问题，

4:43 而且基于卓越的技术。

4:46 - 我完全同意，

4:47 只要人们知道这一点，

4:48 他们不需要深入细节。

4:50 我们这些Presidio比特币的人了解就够了。

4:53 - 是的，我觉得我们都很乐观，

4:58 但我们也想讨论另一种未来，

5:01 灰暗的未来，比特币失败了，

5:04 你觉得失败的原因是什么？

5:06 - 比特币不会失败，

5:08 它会成功，因为比特币代表着经济

5:11 赋权给全世界的人。

5:13 比特币是通往经济繁荣的协定。

5:17 就像我们说英语，

5:19 你不会说人们会停止说英语或停止交流。

5:22 大家不会停止交流。

5:24 如果有阿拉伯数字或者数学，

5:27 人们不会停止用数学。

5:29 他们会继续用英语。

5:30 人们会一直使用比特币，因为人们需要数学

5:35 制造机器，进行商业交易，

5:39 需要语言彼此协调，

5:43 需要比特币进行理性经济交易。

5:46 所以不会失败。

5:46 - 热爱你这坚定的乐观，

5:50 - 我也同意。

5:51 - 好的，我有点有趣的问题。

5:53 - 好的。

5:54 - 我知道你读过MIT。

5:55 - 我爸也读过。

5:57 我听说MIT有一些著名的聪明恶作剧，

6:00 你有喜欢讲的故事吗？

6:02 - 让我想想，有次我们兄弟会，

6:07 劫持了电梯，

6:12 布置好，

6:14 和院长办公室一起，

6:16 把院长的所有家具搬进电梯，

6:19 然后锁电梯，

6:22 要用特殊密码才能开电梯，

6:24 帮这次恶作剧安装了自己的吊灯，

6:27 点亮吊灯。

6:29 - 哇。

6:30 - 电梯门打开时，

6:32 会看到一个怪人坐在桌子旁

6:36 带着吊灯在说话。

6:38 - 真不错。

6:39 - 真不错。

6:40 再一个问题。

6:42 我看到你会弹吉他，

6:45 还会玩吗？

6:47 如果还玩，喜欢弹什么？

6:49 - 高中和大学时玩过。

6:53 有时为自己弹，大多是披头士的歌。

6:56 - 哦，披头士。

6:57 不错。

7:00 还想问你一个有趣的问题。

7:01 你在推特上的自画像很有标志性，

7:06 你用哪些AI工具生成这些图片？

7:08 - 用了很多，

7:10 有的来自Midjourney，

7:12 有的来自Brock，

7:15 还有些我根本没生成。

7:17 别人帮我生成的，

7:19 用各种工具。

7:21 大部分实际上我没生成。

7:24 你看图片会发现我标注了艺术家，

7:26 比如最活跃的Atlas、Hodl、

7:29 LaDozier等、Janice。

7:33 他们做的很棒，

7:35 用了好多工具。

7:36 - 你从玩AI工具中学到什么了吗？

7:40 有尝试写点有趣的代码吗？

7:43 - 实际上，我们去年发行了大约80亿美元

7:46 数字信用，都是用AI创造的。

7:48 Stretch是主要数字信用产品，

7:53 用来创造各种

7:55 数字货币和信用工具，

8:00 这些都离不开AI。

8:04 我们用AI设计证券

8:08 和资本市场策略。

8:11 有时我说点话，会用AI帮我检查语法

8:15 确保拼写正确。

8:19 有时我把图片放进AI，

8:22 问它“我想这样说，你同意吗？”

8:25 它会说，“你这样说更像迈克尔·塞勒。”

8:29 AI会纠正我，

8:30 教我迈克尔·塞勒真正说话方式。

8:33 - 那挺有趣的。

8:34 - 通常都挺准确。

8:36 AI甚至能比我本人更懂我该怎么说。

8:39 - 这世界真疯狂。

8:41 - 确实。

8:41 - 太棒了。

8:43 你很看重AI工具的战略，这很酷。

8:46 - 很想听听你对比特币和AI结合的看法，

8:49 你觉得未来会有什么积极发展？

8:53 - 我认为第一，

8:55 AI将彻底改变我们社会的所有产品和服务以及角色。

8:59 负面影响之一是它正在削弱人力资本价值。

9:02 比方说公司有1.5万名专业员工，

9:07 AI可能自动化掉其中8,000个岗位。

9:09 但另一方面，作为削弱的人力资本，

9:12 它促进资本向数字资本转移。

9:16 而这正是比特币的含义。

9:20 所以，总体看，这推动大量财富流入数字资本，

9:24 我认为这是积极的。

9:26 - AI应用有很多有趣的场景，

9:29 理论上可以创造一个跨国AI，

9:32 用比特币资本化，

9:35 放出到世界，

9:37 成为自治体。

9:39 而你无法用法币给AI资本化，也不能用传统证券组合。

9:44 未来你会看到用比特币资本化的自治生物或行为者。

9:49 很有趣。

9:50 我认为AI做事会越来越快、越来越高级。

9:53 如果一个晚上有十亿个AI互相交流，

9:57 一小时交流十亿次，

10:00 它们会绕过传统的模拟资产，

10:04 绕过传统金融系统，

10:08 想要以数字标准转移数字资产、

10:11 数字货币和数字资本。

10:15 比特币有两个极重要的特点，

10:18 它提供不可篡改的资本网络或资本源，

10:22 它就是这种资本；

10:27 它还提供全球不可变的真实根源和诚信。

10:32 我认为AI会用它来做认证。

10:34 如果AI开始模仿我们进行网络钓鱼，

10:37 加密验证重要性将更大。

10:40 认证和验证的真伪

10:43 会来自比特币网络，

10:48 因为比特币网络和交易是权威的认证和真伪标准。

10:53 所以比特币及其基础事物

10:57 将变得对数字经济越来越重要。

11:00 - 我完全同意，

11:02 很酷你也这么想。

11:03 我们也在想比特币作为消费货币给这些AI代理，

11:06 可能不只是数字财产，

11:10 我们也在做软化它，

11:12 让它更适合作为零售消费货币，

11:14 但也许会有一波新潮，

11:16 比特币作为代理花钱。

11:19 - 是的，谁知道它们会做什么，

11:22 但肯定它们想光速移动资金，

11:26 并想光速做交易。

11:29 它们要比任何模拟人力系统

11:30 快一百万倍甚至更多。

11:34 要让所有这些数字系统发挥最大潜力，

11:38 需要数字网络、数字资本、

11:41 数字货币、数字认证、

11:44 数字网络，而且必须原生在网络空间，

11:48 不能用非原生网络资产替代，

11:51 并且能够完成最终结算。

11:54 比特币提供最终结算，

11:58 而非条件结算。

12:01 最终结算和条件结算的区别，

12:05 是网络空间中能量丰富环境与影子或轮廓的区别。

12:13 你想做点真实且有实质的事，

12:16 你需要移动数字资本、

12:19 数字财产和数字货币，

12:22 不依赖现实中保管人结算。

12:24 - 100%。

12:25 我还有个AI问题。

12:27 在AI变革的大背景下，

12:30 你会给思考如何用AI创造价值

12:33 或选择职业道路的年轻人什么建议？

12:36 - 我建议花很多时间学习用AI。

12:40 选择几个AI，轮流试，测试。

12:43 挑战自己做些特别有用的事，

12:46 逼自己突破。

12:48 如果你是音乐家，尝试作一首歌，

12:51 再组成一张专辑。

12:54 如果你是艺术家，先画幅画，

12:58 再画漫画，写书，

13:01 做电视节目，做电影，

13:04 连续剧，等等，

13:07 不断逼自己更难的事。

13:11 比方说我们如何设计一个可以卖出数十亿美元的信用工具？

13:14 怎么做最好的？

13:16 确保它被全球广泛采用？

13:18 你要靠AI做点事，不停试。

13:22 如果只是让AI勉强做一点，不算有趣。

13:27 但如果能让它完成关键任务，就是“0到1”的时刻。

13:30 你要考虑几乎所有产品服务、

13:32 历史上所有想法，

13:36 你都能用AI做得更好，

13:39 还有无数以往不可行、

13:42 现在变得可行的事物。

13:44 你要争取成为第一个把这些做出来的人。

13:47 而要成为第一个，

13:48 就是得先去做点什么试试。

13:52 如果这月做不了，四周后试试。

13:57 现在正处于关键转折点，

14:01 历史上从未有过的事，

14:05 突然变得技术上可行。

14:07 我记得50、40年前MIT，

14:12 AI实验室大力做语音识别，

14:14 尝试让电脑能说话，

14:17 花了几十年，

14:19 突然一年前，

14:21 点了一下，开始工作，

14:26 我们快接近能立刻执行且对话者几乎立刻理解

14:29 了。

14:33 技术会失败，直到成功。

14:37 我建议去做你觉得重要的事，坚持，

14:41 用尽各种工具和方式，

14:44 坚持下去，总会突破。

14:47 - 事态发展速度真快，

14:50 尤其是我感觉1月1日那天爆发，

14:52 真是各种精彩事件发生。

14:55 我们这边和Spiral团队玩AI玩得很开心。

14:58 - 好的，如果让你选一件或多件东西，

15:02 你希望有人用AI结合比特币来做，

15:04 有什么梦想产品或想法？

15:07 - 我希望比特币融入更多事物。

15:08 我想看到手机原生支持比特币，

15:12 每台安卓手机、iPhone都支持。

15:16 操作系统和企业操作系统都内置。

15:18 金融应用也支持。

15:21 然后有些革命性想法，

15:24 有没有哪个产品嵌入比特币，

15:27 用比特币驱动产品运行十年？

15:30 打个比方，

15:33 我有个产品电池能用十年，

15:35 那会很酷。

15:37 比特币是金融电池。

15:39 你能否设计出由比特币驱动的产品？

15:42 保险。

15:43 我想看到保险由比特币驱动。

15:46 这样能给你赔五到十倍，

15:49 费用降十倍，

15:51 且持久。

15:53 - 太对了。

15:54 - 类似这样，嵌入比特币能改善很多东西。

15:57 - 100%。

15:57 - 好。

15:58 还有一分钟。

15:59 最后一个快问，

16:02 你会给听众留下一句

16:04 最深刻的想法，你会说什么？

16:07 - 这个十年里，

16:11 你可以用数字资本、

16:15 数字资产、数字智能和数字技术，

16:19 让世界变得更好。

16:23 无论你看什么，

16:25 无论是金融、教育、

16:28 物流、产品还是服务，

16:31 每一件事都可以大幅改善，

16:34 做得更好、更便宜、更强、更快。

16:38 我觉得接下来的十年极有可能是创造

16:43 最大繁荣的创新十年，

16:46 在整个人类历史上。

16:48 所以如果你觉得自己错过了机会，

16:51 太晚了，所有东西都有人发明了，

16:54 你想做iPhone、Facebook，没关系，

16:57 你还没错过。

17:00 世界给了你这些伟大工具，

17:04 18岁的年轻人都能抓住任何AI，

17:07 抓住任何数字资产，

17:10 去试任何想法，

17:12 很可能会找到支持。

17:19 X（推特）让你触达数百万、数千万甚至数亿人，

17:22 你有数字通信、

17:24 数字商务、数字资产，

17:26 数字智能，

17:28 这是数字世界，

17:29 这是更好的世界。

17:31 我鼓励大家行动起来。

17:32 - 这是绝佳的结束语。

17:36 非常感谢你来做客。

17:40 听众们可能已经知道

17:41 去哪关注你，但有没有特别渠道

17:43 你想提一下，或者直接去X。

17:46 - 我的X账号是S-A-Y-L-R，saylor。

17:49 网站michael.com，

17:53 所有关于比特币的内容在hope.com，

17:55 比特币是希望，访问hope.com或michael.com，

17:59 或者X上的saylor，谢谢支持，

18:03 期待继续同行。

18:06 - 我也一样，非常感谢。

18:07 祝你有愉快的一天，

18:10 我们见证美好天气。

18:12 - 很好，谢谢。

0:00 - Michael Saylor, welcome to Presidio Bitcoin

0:03 and the 21 and 21 show.

0:05 I'm so excited to have you here.

0:06 - It's an awesome day.

0:07 - Yes, you hit like summer in San Francisco

0:10 and it's beautiful out.

0:12 - It's happened to be here, it's a glorious place.

0:15 We're inspiring.

0:16 - Thank you, so I have some questions laid out.

0:18 So we're gonna try to get through as many as we can

0:21 in 21 minutes, are you ready?

0:22 - Yeah, let's do it.

0:23 - Okay, let's do it.

0:24 So the first question is,

0:26 so you've been one of the most influential voices

0:29 in bringing Bitcoin to mainstream audiences,

0:31 both on the individual and the corporate level.

0:35 So let's top of mind for you in 2026.

0:37 - 2026 is a great year, a transition year

0:43 where we're seeing the large banks embrace Bitcoin.

0:46 We're launching all these digital credit products

0:49 like Stretch to retail investors and retirees

0:53 and corporate treasures and financiers.

0:56 And that's a great new group of supporters for Bitcoin.

0:59 We've got probably the most supportive set

1:03 of financial regulators and the history of the industry

1:07 going into the Fed at Treasury, at the CFD, the SEC.

1:11 So, and we've got the Clarity Act soon to be passed,

1:15 which is just very enormously legitimizing

1:17 for the entire industry.

1:18 So I'm just looking forward to the advance

1:23 and the expansion of the industry

1:24 as it integrates into the mainstream financial world.

1:28 - It's great to see, yes.

1:29 There's so much going on this year, big year.

1:31 My second question is,

1:34 so you've labeled Bitcoin as digital property.

1:38 What's your take on Bitcoin as spending money?

1:41 - I think that what's gonna happen is

1:43 we're gonna use the first layer of Bitcoin as digital capital.

1:47 I think you're gonna see an explosion

1:49 of digital credit at the second layer.

1:51 I think that you're gonna see digital money

1:54 or digital currency at the third layer.

1:56 And the third layer is going to be a,

1:59 call it a Bitcoin-backed stablecoin

2:01 or it's gonna be a savings coin.

2:03 It'll be like the dollar.

2:05 You'll be able to move it around as a medium exchange.

2:08 It will be integrated into all of the trillions

2:10 of products and services that are priced in dollars

2:15 and all of the hundreds of millions of companies

2:18 that take and spend dollars,

2:20 but it will offer a much stronger yield.

2:23 More like a six, seven, eight percent yield,

2:26 which outstrips the cost of inflation.

2:29 And that'll be strong, high-powered money built on Bitcoin.

2:34 - I mean, what do you think about merchants?

2:38 Like how would you tell them that it's a good way

2:40 for them to accept that form of payment?

2:43 - I think that'll be an asset stablecoins.

2:45 I think that everybody that takes a dollar

2:48 anywhere in the world will have that.

2:50 You'll be able to convert that into dollars

2:52 and pay for anything.

2:53 - Just auto-comfort, yeah.

2:54 - Yeah, I think what we're saying is digital currency

2:56 is primarily gonna be the dollar.

2:58 I think the dollar is spreading everywhere in the world

3:03 and it's replacing the euro, the pound, the yen.

3:08 Pretty much in Europe, people don't want the euro,

3:10 they want the dollar.

3:11 So the dollar is actually emerging as the global currency.

3:16 The dollar on digital rails is the crypto

3:20 or digital version of it.

3:23 But the big breakthrough now is the ability

3:25 to create a digital currency that's backed by Bitcoin

3:29 that offers yields that are two, three or four times higher

3:33 than currencies backed by fiat.

3:37 - You think that as this happens

3:39 and Bitcoin just becomes so much more normal

3:41 and even as people as they buy Bitcoin in the form of equity,

3:46 you think a lot of these investors

3:47 or people who are coming into it

3:48 will still understand what the Bitcoin ethos are

3:51 and like what it came to be

3:53 where they'll just become more top of her,

3:54 kind of not top of mind.

3:58 - I think that there'll be a group,

3:59 the people, the companies and the individuals

4:02 and the large holders and the advocates

4:07 and the developers will continue to carry forward

4:10 the Bitcoin ideology.

4:13 And of course, any technician will understand

4:15 the Bitcoin technology.

4:17 But I think we're headed toward a world

4:19 where there's a billion people,

4:21 they just want a bank account to pay us to make percent.

4:24 And I was like six year old girl,

4:26 75 year old retiree.

4:28 What they're gonna know is that digital money

4:30 is powered by Bitcoin.

4:31 And it's kind of like your electricity

4:35 came from a nuclear reactor

4:37 and you don't really know how to create a nuclear reactor

4:40 or you don't know how tricky it is,

4:42 but you know it's like really good cheap electricity.

4:45 And so I really think that as Bitcoin spreads,

4:48 what you're gonna have is a group of people

4:51 that understand very intricately the technology,

4:55 what the great masses of people is like,

4:57 they don't wanna know how the plane works,

4:59 they don't wanna know how the car works,

5:00 they don't wanna know where the electricity comes from.

5:03 They don't wanna know how their food was,

5:05 like most people don't know, you know,

5:07 how you create a Coca-Cola beverage

5:09 or you know, how do you create these things?

5:11 Nobody knows how to make an iPhone.

5:13 All they know is that they've got this insanely good product

5:17 that solves the problems in their life

5:19 and it's based upon superior technology.

5:22 - I totally agree with you

5:23 that as long as people know that,

5:25 they don't need to get into the weeds

5:26 and some of us here in a presidio-Bitcoin.

5:29 But yes, okay, I think both of us feel optimistic

5:35 about Bitcoin's future, but maybe let's think

5:37 of a different type of future.

5:39 Grim one and Bitcoin has failed.

5:41 Why do you think that it failed?

5:45 - Bitcoin's not gonna fail.

5:46 It's gonna succeed because Bitcoin represents economic

5:49 empowerment to everybody on the planet.

5:51 Bitcoin represents a protocol for economic prosperity.

5:56 It's kind of like we're speaking English

5:58 and you're saying, well, what do people stop speaking English

6:02 or just stop speaking?

6:03 What do people stop speaking to each other?

6:05 I don't think they're gonna stop speaking to each other.

6:08 If you had Arabic math or you had math,

6:10 it's what do people stop using math?

6:13 I think they'll keep using math.

6:14 I think they'll keep using English.

6:15 I think they'll keep using Bitcoin because people need math

6:20 to create machines that work and to engage in commerce

6:24 and they need language to coordinate with each other

6:28 and they need Bitcoin if they're going to engage

6:31 in rational economic transactions.

6:34 So it won't fail.

6:35 - Love strong optimism.

6:39 - I agree.

6:40 Okay, I have some fun questions for you.

6:42 - Okay.

6:43 - So I know you went to MIT.

6:44 - My dad did too.

6:46 So I've heard about kind of some of the famous,

6:48 like clever hacks and pranks that have happened at MIT.

6:52 Do you have any stories that you like to tell?

6:54 - Let's see, once our fraternity,

7:00 we hijacked an elevator and then we set it up

7:04 and with the office of the dean,

7:07 we put all the furniture of the dean into the elevator

7:09 and then we locked it off so that you had to have

7:12 a special code in order to get the elevator

7:14 and in order to create the hack,

7:17 we actually rigged the entire thing with its own chandelier

7:20 and we lit up the chandelier.

7:22 - Oh my gosh.

7:23 - In some part, the elevator opens

7:25 and it's like this strange guy sitting at a desk

7:29 with a chandelier talking.

7:31 - That's a good one.

7:32 - That's a good one.

7:33 Okay, another question.

7:35 So I saw that you did play the guitar,

7:38 do you still play the guitar?

7:40 If so, what do you like to play?

7:42 - I used to play in high school and college.

7:46 Sometimes I play for myself, mostly Beatles tunes.

7:49 - Ooh, Beatles tunes.

7:50 Okay, that's a good one.

7:53 Okay, one more fun question for you.

7:54 So your self-portrait images on Twitter

7:59 have become iconic.

8:01 What AI tools, if any, are you using

8:04 to generate these images?

8:06 - A whole mixture of them,

8:08 some of them came from mid-journey,

8:11 some of them come from Brock.

8:14 Some of them, I don't generate at all.

8:16 Other people generate them for me

8:17 and they use all sorts of other tools.

8:20 So a lot of times, most of them actually,

8:22 I didn't generate.

8:24 So if you look at them, you'll see I tagged the people,

8:26 the artists that does generate them.

8:29 You know, the most prolific, atlas, hodl,

8:33 LaDozier, et cetera, Janice.

8:37 You'll see they've done really good ones

8:39 and they use a variety of tools.

8:40 Okay, are there anything that you've learned

8:44 from playing around with AI tools?

8:45 Have you been vibe-coding anything fun?

8:49 - In fact, all of the digital credit instruments

8:52 we created, we did $8 billion of issuance

8:55 of digital credit last year, approximately.

8:57 They were all created with AI.

8:59 And so stretch, which is the premier digital credit

9:04 that I think will use to create all sorts

9:05 of digital money and digital currency type instruments

9:10 that would not exist without AI.

9:15 So we use AI a lot in designing securities

9:18 and in capital market strategies.

9:21 You know, I use AI sometimes if I'm gonna say something

9:25 and I have it edit my syntax and check

9:27 and make sure that I spelled everything correctly.

9:32 Sometimes I'll take an image and I'll post it in the AI

9:35 and say, I think I wanna say this, but do you agree?

9:38 It'll tell me, well, you could say it better this way.

9:42 If you said it this way, it's more like Michael Saylor.

9:44 So the AI will actually correct me

9:46 and tell me how Michael Saylor would really say the thing.

9:48 - Well, that's what I--

9:49 - Which I find to be amusing.

9:50 - Is it right, usually?

9:52 - Yeah, oftentimes it's actually right.

9:53 It actually tells me how to be me better than I would be me.

9:56 - It's a crazy world that's happening.

9:58 - It sure is.

9:59 - Well, that's awesome.

10:00 That strategy is thinking a lot about like using AI tools.

10:03 Very cool to hear.

10:05 - I'd love to hear your thoughts if you're thinking much

10:08 about generally like the intersection of Bitcoin and AI

10:11 and how you think that can maybe play out in a positive way.

10:14 - Yeah, well, I think number one,

10:16 AI is gonna radically transform every product and service

10:20 and every role in our civilization.

10:24 And, you know, one of the more negatives

10:27 is it's demonetizing human capital.

10:29 It's like, if your company had 15,000 trained professionals,

10:34 it's more challenging because it's possible

10:36 the AI might start to automate out 8,000 of those jobs.

10:40 But on the other hand, as a demonetized human capital,

10:43 it accelerates the transition of capital to digital capital.

10:47 So it's monetizing digital capital and that's what Bitcoin is.

10:50 So broadly speaking, as you see this develop,

10:55 it's driving a lot of wealth into digital capital.

10:59 I think that's positive.

11:00 - I think there are a lot of interesting applications of AI.

11:04 You know, in theory, you can create an AI

11:07 that's transnational, you can capitalize it with Bitcoin,

11:10 you can release it to the universe

11:12 and it can become autonomous.

11:14 And you couldn't capitalize an AI with fiat currency

11:19 or any kind of conventional security portfolio.

11:26 So you may see autonomous creatures or autonomous actors

11:31 that are capitalized with Bitcoin going forward.

11:33 That would be interesting.

11:35 I think it's inevitable that the AIs will do things faster

11:39 and more sophisticated.

11:40 So in a world of a billion AIs, talking to a billion AIs,

11:45 a billion times an hour on Saturday night,

11:48 they're gonna bypass conventional analog assets

11:51 and they're gonna bypass traditional financial systems.

11:55 And they're going to want to move digital assets,

11:59 digital currency, digital capital around

12:02 on a digital standard.

12:03 And of course, the two things that Bitcoin offers

12:06 that are just really important are,

12:11 it offers an uncorruptible network of capital

12:15 or source of capital, so it is that.

12:20 But also it offers an immutable global source of truth.

12:26 And integrity.

12:27 So I think the AIs will want to use that for authentication.

12:32 I also think that if the AIs began to imitate us

12:36 in phishing attacks, then the importance

12:38 of cryptographic verification will become more important.

12:41 And so authentication and verification,

12:44 cryptographically, we'll start to absorb its authenticity

12:49 or derive its authenticity of veracity

12:53 from the Bitcoin network underlying

12:54 because the Bitcoin network and Bitcoin transactions

12:59 are the gold standard of authentication and veracity.

13:04 So I think in this era, Bitcoin

13:08 and all the underlying things that represents

13:11 are going to grow more and more important

13:13 to the digital economy.

13:15 - I totally agree and it's honestly really cool

13:17 to hear that you're thinking that too,

13:19 'cause we're thinking a lot about Bitcoin

13:20 being spending money for these agents.

13:23 And maybe there's been Bitcoin as digital property,

13:27 we're doing stuff to make it plushy,

13:29 to make Bitcoin more as spending money in retail,

13:31 but there's maybe going to be this new wave

13:33 where Bitcoin is spending money for agents.

13:35 - Yes, there's no telling what they'll do,

13:39 but one thing we know is they're going to want to move

13:43 money at the speed of light,

13:46 and they're going to want to engage in commerce

13:48 at the speed of light.

13:49 They'll want to move a million times faster

13:52 than any kind of analog or human limited system would move.

13:57 And so if you want all of these digital systems

14:01 reach their full potential,

14:04 you need a digital network, digital capital,

14:07 digital currency, digital authentication,

14:12 digital networks, and you need to do it natively

14:16 in cyberspace, you can't have something

14:20 which is not a native cyber asset

14:24 that's a better instrument with final settlement.

14:26 And so Bitcoin offers final settlement

14:29 as opposed to conditional settlement.

14:32 And so the difference between final settlement

14:37 is the difference between an energy rich environment

14:41 in cyberspace or just the shadows or silhouettes of energy.

14:49 You want to do something that's real and substantial,

14:52 you're going to need to move digital capital,

14:55 digital property, digital currency

14:58 that doesn't rely on a custodian

15:00 in the real world for final settlement.

15:02 - 100%.

15:04 I have one more AI question for you.

15:06 So in this kind of world where we're seeing this big shift

15:09 into AI, what kind of advice would you maybe give

15:12 to people as they think about different unique ways

15:16 to add value or maybe different career paths

15:18 for young people to explore?

15:19 - I think I would allocate a lot of time

15:24 to learning how to use AI's.

15:28 I would probably pick a few, I would cycle through them,

15:31 I would test them.

15:33 And I think I would be challenging

15:35 and to do something very, very useful, push them.

15:38 If you're a musician, try to compose a song,

15:41 then try to compose an album, right?

15:43 If you're an artist, first try to compose the picture

15:47 then the comic book, then the book,

15:49 then the television show, then the movie,

15:52 then the TV series, right?

15:55 Pushing harder and harder for us.

15:58 How do we compose a credit instrument

15:59 that we can sell billions and billions of dollars of?

16:03 How do we build the best one?

16:05 How do we build the best one

16:06 and make sure that there's massive global adoption, right?

16:10 You have to, you want to do something with the AI's

16:15 and, you know, it's, if it almost does something,

16:20 you know, then it's not that interesting.

16:23 But if you keep pushing and you find a way

16:26 to get it to do the thing, it's a zero to one moment.

16:30 And so right now you have to consider

16:32 that pretty much every product and service

16:34 and idea that's ever been implemented

16:36 in the history of the world,

16:38 you may be able to reimplement better

16:41 and a host of millions or tens of millions of ideas

16:44 that have never been practical to implement

16:47 or are now practical.

16:49 And I think you want to be the first person

16:51 to figure out how to do something new and useful.

16:56 And the only way to be the first person

16:57 to figure how to do something is try to do something, right?

17:01 You know, so I think, and if you can't do it this month,

17:06 in four weeks, you might be able to do it.

17:10 So we're at this very pivotal transition point

17:13 where every few weeks, something that was not workable ever

17:18 in the history of the world,

17:19 all of a sudden becomes technically practical, right?

17:24 I remember at MIT, 50 years ago, 40 years ago,

17:28 the AI lab, they were trying to get speech recognition to work

17:31 and try to talk to computers, get computers to talk like,

17:33 they spent 40 years.

17:35 And then they spent years and years and years.

17:36 And then all of a sudden, you know, a year ago,

17:39 click, it started working and we're just about,

17:44 you know, we're just about to get to the point

17:46 where not only will it work,

17:47 it'll work instantly and the person that you talk to

17:49 will have like almost instant awareness of everything.

17:53 And so technology fails until it succeeds.

17:57 My advice is attempt to do something

18:01 that's really important to you and just keep trying,

18:05 use every possible tool in every possible mode

18:08 and keep at it, you know, at some point,

18:11 you'll actually make a breakthrough.

18:13 - Yeah, it's crazy how quick things are moving,

18:16 especially I feel like Jan one happened

18:18 and like, oh, all this cool stuff is happening.

18:21 We've been playing around a lot with AI here

18:24 and on the spiral team, so it's been really fun.

18:27 Okay, so if you could like have one thing

18:31 or multiple things that you would love to see

18:33 someone maybe build with AI that utilizes Bitcoin.

18:36 Do you have any like dream products or things

18:39 you would like to see someone do?

18:41 - Yeah, I think I'd love to see Bitcoin

18:43 get embedded in more things.

18:45 I'd love to see native Bitcoin support

18:49 get embedded into every Android phone, into every iPhone.

18:52 I'd love to see native Bitcoin support

18:54 get embedded into every operating system

18:57 and corporate operating systems.

18:59 I'd love to see it get embedded

19:01 in every financial application.

19:05 And then I think that there are some revolutionary ideas.

19:08 Like what have you actually created a product

19:10 that had Bitcoin embedded in it

19:12 and it used the Bitcoin to power the product for a decade?

19:16 Like, you know, in theory,

19:18 if I had a product that had a battery

19:20 that lasted 10 years, that's really cool.

19:22 So Bitcoin's a financial battery.

19:24 Is there a way that you can create a product

19:27 that's powered by Bitcoin?

19:29 Oh, insurance.

19:30 I'd love to see insurance get powered by Bitcoin

19:32 because if insurance is powered by Bitcoin,

19:36 then it would pay you five or 10 times as much money

19:39 and it would cost you 10 times less

19:41 and it would last longer.

19:43 - That's so true.

19:44 - And so a lot of things like that that can be improved

19:46 if you just embed Bitcoin in them.

19:49 - 100%.

19:50 Okay.

19:51 We got one minute left.

19:52 So one quick last question.

19:55 You could leave our listeners

19:57 just like a single lasting thought.

20:00 I wonder what you just said. What would it be?

20:02 - You can remake the world for the better

20:06 using digital capital, digital assets,

20:10 digital intelligence and digital technology this decade.

20:15 And every single thing that we look around at,

20:18 everything in our lives,

20:20 whether it's a financial thing or it's an education thing

20:23 or it's a logistics thing

20:26 or it's a product or a service thing,

20:28 every single thing can be dramatically improved,

20:32 made better, made cheaper, made stronger, made faster.

20:36 And I think probably this decade, this coming 10 years,

20:41 presumably this is the decade

20:44 of the greatest number of innovations

20:46 that create the greatest amount of prosperity

20:48 for the human race of any 10 years

20:50 in the history of humanity.

20:52 So if you're sitting around thinking you missed it,

20:55 you're too late, all the things have been invented,

20:58 you wish you had done the iPhone or the Facebook

21:02 or the whatever, you haven't missed it.

21:05 You're not too late, right?

21:07 The world has handed you all of these brilliant tools

21:10 and 18 year old can go and they can grab any AI

21:14 and they can grab any digital asset

21:16 and they can try any idea

21:18 and they'll probably find support for it somewhere.

21:24 X lets you reach millions or tens or hundreds of millions

21:28 of people, you've got digital communication,

21:29 you've got digital commerce, you've got digital assets,

21:32 you've got digital intelligence, it's a digital world

21:35 and it's a better world.

21:36 So I would encourage everybody to just go out

21:38 and do something.

21:39 - That's a fantastic ending thought.

21:43 Well, thank you so much for coming on the show.

21:47 Of course our listeners probably already know

21:48 where to follow you, but if there's any unique spot

21:50 or things you wanna shout or just go to X.

21:53 You can find my handle on X, S-A-Y-L-R, sailor.

21:56 You know, my website's michael.com, Michael.com.

22:00 Everything that I know about Bitcoin,

22:02 all my links about Bitcoin are hope.com, Bitcoin is hope.

22:05 So go check out hope.com or michael.com

22:09 or sailor on X and I appreciate your support.

22:13 Look forward to continuing the journey together.

22:16 - Me too, well, thank you so much.

22:17 I hope you have a wonderful day

22:20 and we're seeing you in gorgeous weather.

22:22 It's going well so far.

22:23 - Great, thank you.

王爷来了

· 2d

AI Agent正在重塑DeFi：哈佛学生用AI代理在Polymarket上一天内将2000美元变成6万美元。当AI开始替你交易、签名、管理链上资产，传统的「DYOR」正在变成「让AI为你研究」。这波浪潮才刚刚开始。

#Web3 #AI #Crypto #DeFi

王爷来了

· 3d

BTC破$74K，矿圈却集体转型AI求生。Cango一年亏掉$4.5亿疯狂套现，HIVE吹嘘加拿大AI梦——说白了就是矿机卖不动了。曾经的"数字黄金"故事讲不通了，现在改蹭AI热度续命。Crypto的尽头是算力，算力的尽头是卖惨。#Web3 #AI #Crypto

王爷来了

· 3d

AI agents正在吃掉Web3。MEME币泛滥、VC套路的时代过去了，现在能活下来的项目只有一个标准：能不能真正用AI解决实际问题。

不是套个AI壳子发币的那种"创新"，是真正能自主决策、自动执行的链上智能体。

#Web3 #AI #Crypto #DeFi