
我和Zhiyang作为Web3的builder和观察者,一路走来我们都在为Web3所要构造的人类未来世界贡献微薄力量。在这里,希望和大家分享我们听到的,看到的,经历过的关于Web3和crypto的故事。 本频道的所有观点纯属两位主播个人意见,均不构成投资建议。加密行业目前还属于弱监管行业,相关加密投资有极高风险,在做出任何投资决定前,请先做好充分调查并咨询相关专业人士。 主播: Vivienne (Twitter @Vivienne_smile & 即刻: Viv是Vivienne) Zhiyang (Twitter @zhiyangxyz) Cryptoria Twitter: @0x_cryptoria
| Publishes | Weekly | Episodes | 264 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | EntrepreneurshipTechnologyBusiness |

Vivienne 再度邀请宏观研究者铁柱哥,直面近期最令人焦虑的市场困境。从美联储主席换届切入,深挖 Kevin Warsh 的政治逻辑与货币政策转向的真实动机,拆解 ETF 套利资金退出、AI 叙事抢占流动性、美债利率重构比特币定价权等核心问题,并给出今年行情的宏观情景推演。
1. 当下市场体感:机构赚钱,散户绝望表面融资数据繁荣,散户却从未如此割裂于市场红利。本轮熊市体感甚至比上轮更令人绝望——上轮至少有 DeFi 创新做情感支撑,这轮破圈应用寥寥,创新密度大幅下降。2. 鲍威尔 vs Wa... more
这期节目的话题,从一个今年三月的工程案例说起。主播Vivienne邀请到GOAT Network CTO Stephen——一键部署AI平台Clawup的负责人——聊聊他在第一线做agent工程时发现的一件事:你的agent表现差,换模型往往没用,真正要动的是它"活着的那个环境"。
2026年3月,工程团队Longchain没换模型、没换厂商,只把agent的运行环境重新设计了一遍——工具怎么给、输出怎么校正、何时该拦住它——结果在Terminal Bench 2.0排行榜从第30名跳到第5名。... more
比特币本周触及21个月新低57,891美元,6月单月下跌20.48%,ETF连续10日净流出。与此同时,代币化股票赛道迎来有史以来竞争最激烈的七天——Ondo、Robinhood、Securitize、Binance四个产品同日上线,讨论量单周暴增58%。两条平行叙事,一个市场,本期逐一拆解。
1. 宏观主导:为何比特币创21个月新低• 5月CPI同比4.2%,为2023年4月以来最高,Core PCE同样维持高位;通胀不但没有回落,反而在加速• 美联储6月17日第四次连续按兵不动,但半数FOM... more
6月23日EF宣布的裁员与预算重组:裁员54人、削减全年40%预算、关闭运营10年的PSE隐私研究部门,同时5名前EF高级研究员宣布独立创立ETHLab。表面看像组织出问题,但读过EF三个月前发布的38页Mandate文件会得出相反结论——EF在按计划执行自己写给自己的脚本。文件核心一句话:"我们的目标是让基金会变得不再必要"。这期不讲机构衰落,而讲一个组织如何用12年时间设计自己的消亡,以及这件事为什么在今天比任何时候都更重要。
1. 事件回顾:6月23日EF宣布了什么• 官方公告裁员54人,... more
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Cryptoria launched 2 years ago and published 264 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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