# VCweek#4：Web4: We Are AGI By [haipi.eth](https://paragraph.com/@haipi) · 2024-11-18 --- **1、市场动态** ========== **1.1、Web3生态报告** ---------------- **了解Babylon：全面概述** [https://messari.io/report/understanding-babylon-a-comprehensive-overview](https://messari.io/report/understanding-babylon-a-comprehensive-overview) **Tezos 2024 年第三季度状况** [https://messari.io/report/state-of-tezos-q3-2024](https://messari.io/report/state-of-tezos-q3-2024) **1.2、一周投融资** ------------- ![](https://storage.googleapis.com/papyrus_images/30ba8124cd16be8762544b9efdb11b92309fcda7f9c5f3e046c1bc756b37e23b.png) 1.3、 投资分析 --------- ### **机构动态** **Coinbase 推出 Coinbase 50 指数：全球加密货币基准** [https://www.coinbase.com/zh-sg/blog/coinbase-launches-the-coinbase-50-index-a-global-crypto-benchmark](https://www.coinbase.com/zh-sg/blog/coinbase-launches-the-coinbase-50-index-a-global-crypto-benchmark) **投资巨头 VanEck 推出基于 SUI 的金融产品** [https://daotimes.com/press-release/investment-giant-vaneck-launches-sui-based-financial-product/](https://daotimes.com/press-release/investment-giant-vaneck-launches-sui-based-financial-product/) **全球网络机遇：建设者的绿地** [https://blog.variant.fund/world-network-opportunity-greenfield-builders](https://blog.variant.fund/world-network-opportunity-greenfield-builders) **Prosper 与 BITMAIN 达成长期协议，提供比特币矿工托管服务** [https://daotimes.com/press-release/prosper-enters-into-long-term-agreement-with-bitmain-to-provide-bitcoin-miner-hosting-services/](https://daotimes.com/press-release/prosper-enters-into-long-term-agreement-with-bitmain-to-provide-bitcoin-miner-hosting-services/) **Coinbase收购团队以加速链上支付** [https://www.coinbase.com/zh-sg/blog/coinbase-acquiring-team-to-accelerate-onchain-payments](https://www.coinbase.com/zh-sg/blog/coinbase-acquiring-team-to-accelerate-onchain-payments) **CoinList 将于第四季度与 U2U Network 首次合作开发 DePIN 市场** [https://daotimes.com/press-release/coinlist-to-develop-the-depin-market-with-the-first-depin-collaboration-with-u2u-network-this-q4/](https://daotimes.com/press-release/coinlist-to-develop-the-depin-market-with-the-first-depin-collaboration-with-u2u-network-this-q4/) ### **市场趋势-** ![](https://storage.googleapis.com/papyrus_images/4b5ca9534676992de31707f8f4ed85cd5ef7df87cfd0990ac7a85fc560ed8af7.png) 2、 技术与创新 ======== **Polymer 推出以太坊 Rollups 实时互操作性** [https://daotimes.com/press-release/polymer-launches-real-time-interoperability-for-ethereum-rollups/](https://daotimes.com/press-release/polymer-launches-real-time-interoperability-for-ethereum-rollups/) **推出柜员机 ATM：无需追加保证金即可快速获得现金** [https://blog.teller.org/introducing-the-teller-atm-get-quick-cash-with-no-margin-calls/](https://blog.teller.org/introducing-the-teller-atm-get-quick-cash-with-no-margin-calls/) **Pendle 的 Boros：利用保证金进行收益交易** [https://medium.com/pendle/boros-by-pendle-yield-trading-with-margin-63d026dc7399](https://medium.com/pendle/boros-by-pendle-yield-trading-with-margin-63d026dc7399) 3、政策与监管 ======= **欧洲** * 法国考虑禁止加密博彩平台 Polymarket（[Cointelegraph](https://cointelegraph.com/news/france-ban-crypto-betting-platform-polymarket)） * Tether 贸易融资集团资助其首笔中东原油交易（[Tether](https://tether.io/news/tether-trade-finance-completes-funding-of-first-middle-eastern-crude-oil-transaction)） * 意大利缩减提高加密税率的计划：报告（[Cointelegraph](https://cointelegraph.com/news/italy-stops-plans-crypto-tax-rate)） * 英国政府计划利用分布式账本技术试行数字政府债券 ( [CoinDesk](https://www.coindesk.com/policy/2024/11/14/uk-government-plans-pilot-for-a-digital-gilt-instrument-using-distributed-ledger-technology/)) * 宾夕法尼亚州立法者提出“战略比特币储备”法案（[Cointelegraph](https://cointelegraph.com/news/pennsylvania-house-bill-strategic-bitcoin-reserve)） * 美国 18 个州对 SEC 和 Gary Gensler 提起诉讼（[Cointelegraph](https://cointelegraph.com/news/18-us-states-file-lawsuit-against-sec-gary-gensler)） **亚洲** * 韩国金融监管机构加强对比特币相关金融资产的监控（[BitcoinWorld](https://bitcoinworld.co.in/south-koreas-financial-regulator/)） * 乐山警方捣毁大型地下钱庄：跨境加密货币转账总额达380亿元（[微信](https://mp.weixin.qq.com/s/DZtHD37NjVE3CKv03qo_iQ)） * 阿里巴巴减少元宇宙业务，裁员数十人 ( [Cointelegraph](https://cointelegraph.com/news/alibaba-reportedly-cuts-dozens-metaverse-unit)) 4、热门专题 ====== **4.1、专题研究** ------------ 文章讨论了web4 的出现，它结合了web2的社交功能、web3 的去中心化和通用人工智能（AGI），并认为我们已经通过在社交媒体和去中心化金融中自主运行的人工智能代理看到了3级 AGI 能力。 作者认为，真正的AGI开发将需要大规模采用和去中心化，而不是由科技巨头进行孤立的开发，而区块链由于其进入门槛较低而成为重要的试验场。 [https://mirror.xyz/jyu.eth/36lx6wKZqJPaVvj\_X59Rdyh-zFul7mR6tTZm3-OO-\_M](https://mirror.xyz/jyu.eth/36lx6wKZqJPaVvj_X59Rdyh-zFul7mR6tTZm3-OO-_M) 本文讨论了 Vitalik Buterin 和 Martin Koppelmann 之间关于 Gnosis Chain 选择保留LI 而不是成为L2的争论，Martin 基于安全性和桥梁风险考虑捍卫了这一立场。 作者认为，rollup 架构决策应主要由两个关键轴上的应用程序需求驱动-硬度与延迟以及公平性与成本-而不是试图与其他L2区分开来。 [https://research.auditless.com/p/al-83-the-4-rollup-architectures](https://research.auditless.com/p/al-83-the-4-rollup-architectures) **世界计算机和互联网基础设施的未来** 以太坊扮演着 IANA 的角色，是链 IP 的全球发行者。链 IP 的地址空间形成一个层次结构，其中各个 L2 和 L3 拥有其专用链 IP 地址空间的发行权。这个层次结构也激发了下一个新概念——“区块空间局部性”。 [https://mirror.xyz/0x355c004C4aB8ddC11509D8454B0f5e1A1E97C60a/J3H9JuQl8BoBYfvTTWJbNJAh8fzo9S79phR585uO-i4](https://mirror.xyz/0x355c004C4aB8ddC11509D8454B0f5e1A1E97C60a/J3H9JuQl8BoBYfvTTWJbNJAh8fzo9S79phR585uO-i4) **以太坊路线图概览：FOCIL 和多提议者方案的案例** [https://a16zcrypto.com/posts/article/ethereum-roadmap-focil-and-multi-proposers/](https://a16zcrypto.com/posts/article/ethereum-roadmap-focil-and-multi-proposers/) **4.2、专题访谈** ------------ **Keith Rabois 讲述 Peter Thiel 教给他的关于提拔人才的经验** [https://www.startuparchive.org/p/keith-rabois-on-what-peter-thiel-taught-him-about-promoting-people](https://www.startuparchive.org/p/keith-rabois-on-what-peter-thiel-taught-him-about-promoting-people) **与 Sajith Wickramasekara 一起掌握数据** [https://a16z.com/podcast/mastering-data-with-sajith-wickramasekara/](https://a16z.com/podcast/mastering-data-with-sajith-wickramasekara/) 5、未来一周 ====== ![](https://storage.googleapis.com/papyrus_images/5cdbef8340e452e3e25f730045d5c37a15647ca1219b6ebf7e1a60b24b826c72.png) [**👉 点击此处**](http://mp.weixin.qq.com/s?__biz=MzUxNDE4MTQxMw==&mid=2247493831&idx=1&sn=003fa478d4c1e2b98efef36c64498a2c&chksm=f94b788dce3cf19b1f9c27fd8d63fa45629a733a937f6b0985ad49a6892a22ad949b1fd5f805&scene=21#wechat_redirect) 加入 DAOSquare Incubator 测试季活动！ 本文来源于 DAOSquare 社区的 Crypto 内容平台：DAO2，登录 [https://dao2.io](https://dao2.io) 随时掌握来自全球各大媒体、机构的最新资讯、洞见和研究。 加入 DAOSquare 社区，了解 DAOSquare 孵化器的最新进展。 ![](https://storage.googleapis.com/papyrus_images/edcff4a08e47428963e271c5f09f6548d8cac62cbb764aab4058b349c7c1e785.png) --- *Originally published on [haipi.eth](https://paragraph.com/@haipi/vcweek-4-web4-we-are-agi)*