我不妨把话说得更明白一点。一，两个目标重叠是幸运。幸运过，不见得未来就一直幸运。时过境迁，没准真得二选一，比如抗审查区块链vs市值第二区块链，比如用zk来触达数亿用户。二，地上不建立天国。可以不关心，但万物都有价格。东西是好东西，但到底值多少钱呢？ckb/grin去中心化又优雅，进前20了吗？

not just per-app, just per-app-version..

Telegram founder Pavel Durov says China’s rise in AI, shown by DeepSeek’s success, stems from its Soviet-style education system, which fosters fierce competition—unlike Western schools that hide grades to protect feelings. “Eliminate the losers, and you eliminate the winners.”

如果 trump 选了 Haley 当 vice president 就是这效果

I like this "all these people are deeply serious and hardworking compared to what you’re doing."

[时局点评] 我 2013 年在中国移动实习时候，经理说，“我们要是不把这个项目做好，就彻底被微信这些应用管道化了”。我心里想，难道不是板上钉钉被管道化吗？难道你还指望别的结局？

我现在有很好的 DeepSeek 雷达。这个和那个 “留学回来社交降级” 都非常 DeepSeek 文风。。（格式工整，过多没用的小众细节）

Scroll's Journey of zkVM migration

I fully support the RiscV in blockchain idea. Why? Hardware ISA should remain same for decades. Blockchain VM SHOULD remain same for decades. All other things are just minor details.

independent of EOF, the most important takeaway should be to understand the process failures that got us here. many core devs were quietly against EOF, but did not feel empowered to speak out. if core development is hijacked by alignment olympics, ethereum has no chance to win

x.com/i/article/1916…

有时候觉得世界真的是好 ironic. how it is started: 保护平民财富不被通货膨胀掠夺，捍卫私人财产不受暴力侵犯 how it is going: 我们最大的客户是？柬埔寨汇旺集团！

OMG. 4/5 top gas users are just XEN minting..

确实。咱们就爱做慈善。我有个朋友捡到了一吨黄金之后，花了1000万美元雇程序员开发，又花了1000万美元买infura chainlink etherscan aws服务，又花了1000万美元用于激励上所市场宣传。都挺好，还剩了点，大家都很开心，赢麻了。aligned，based。

[行业点评] 点评今天某热门 RWA 公链。 当初小冰和OceanBase从微软/阿里剥离的时候，难道你们的解读是“大厂亲自下场/大力投入某某赛道”？而不是“大厂决定不做某个赛道了，事业部可以消失了”？