Contents Make Web3 Great again๐Ÿซก | Web3 hard worker ๐Ÿ‡ฐ๐Ÿ‡ท https://xitter.cf/t.co/If6jMhwuhD

Pending..
Joined March 2021
Bitcoinโ€™s execution layer. Increasingly convinced that there will likely be one main execution layer for Bitcoin. Game theory of staking dynamics, combined with liquidity concentration, points to this. Staking dynamics: Ethereum has one major source of low-risk yield: the consensus yield. Even though you could earn higher-risk, higher-return yield elsewhere, most capital goes to the lowest-risk option: the effective ETH fed rate. Multiple on-chain Bitcoin yield options would converge on the lowest-risk yield that is meaningful enough. Offering higher yield with added risk canโ€™t lure that capital away. The Bitcoin layer that can offer the effective BTC fed rate yield at scale is the one with the largest market cap and economy size. Liquidity concentration: We saw this with Solana vs. Ethereum L2s. A single execution chain offers better UX, and everyone benefits from concentrated liquidity rather than fragmented liquidity and assets spread across multiple L2s (the various Ethereum ones). We can try to put a valuation framework for what Bitcoinโ€™s execution layer should be worth (an exercise for another post). Right now, Iโ€™m just making the point that the probability of getting N different execution layers is very low (unstable equilibrium and bad UX for users). Either one major execution layer exists where, say, 10-30% of BTC supply is actively deployed, or Bitcoin remains a passive asset. Iโ€™m an optimist by nature; I believe that weโ€™ll get one major Bitcoin execution layer.
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i think it's nice angle
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๋””์‹œ์ธ์‚ฌ์ด๋“œ๋„ 20์ผ ๊ฐœ์„  ์ฑŒ๋ฆฐ์ง€ ์‹œ์ž‘ํ•ฉ๋‹ˆ๋‹ค. ํ‰์ผ 20์ผ, ํ•˜๋ฃจ์— ํ•˜๋‚˜์”ฉ ๋””์‹œ๋ฅผ ๋ฐ”๊พธ๊ณ  ๋งค์ผ ๊ณต๊ฐœํ•ฉ๋‹ˆ๋‹ค. โ€จ๋ชป ์ง€ํ‚ค๋ฉด ๋‹ค์Œ ๋‚  ์‚ฌ๊ณผ๋ฌธ ์“ฐ๊ณ  ์ฉ๋‹ˆ๋‹ค. (์ผ๋‹จ KFC๊ฐ€ ๊ฐ™์ด ์ด์ฃผ๊ธฐ๋กœ ํ•จ, ๋‹ค๋ฅธ ํŒŒํŠธ๋„ˆ๋„ ํ™˜์˜์ž…๋‹ˆ๋‹ค)
Tibo
@thsottiauxOct 4
Over the next 28 days, each day weโ€™ll either ship one thing that is a clear improvement and relevant for most codex/work users or ship a full reset. Let the improvements begin.
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์™€ ์ด๊ฑฐ ์•„์ด๋””์–ด ์ง„์ž ์ข‹๋‹ค
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๋“œ๋ผ์ด ๋งˆ์ผ“ ์ •๋ง ๊ณ ์š”ํ•˜๋„ค์š”. ํญํ’์ „์•ผ์ธ์ง€ ์ถ•์ œ ์ง์ „์˜ ์ƒํ™ฉ์ธ์ง€ ๋ชจ๋ฅด๊ฒ ์ง€๋งŒ ์ด๋Ÿด๋•Œ ๋ฆฌ์„œ์น˜๋ฅผ ํ•ด์•ผํ•˜๋Š”๋ฐ ์˜ˆ์ „์ฒ˜๋Ÿผ ์˜์š•์ด ์•ˆ์ƒ๊ฒจ์„œ ๋ฉ๋•Œ๋ฆฌ๊ฒŒ ๋ฉ๋‹ˆ๋‹ค.
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pearl ์ธ๊ฐ€์š”? ํ•œ๋ฒˆ ์ฐพ์•„๋ณด๊ฒ ์Šต๋‹ˆ๋‹ค ๐Ÿซก
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์ €๋„ ์ง€๋‚˜๊ฐ€๋‹ค ์Šฅ ๋ดค๋Š”๋ฐ ์š”์ฆ˜ ์–ธ๊ธ‰๋Ÿ‰์ด๋ž‘ ์ฒด๊ธ‰ ์น˜๊ณ  ๊ฑฐ๋ž˜๋Ÿ‰ ๊ดœ์ฐฎ์€ ๊ฒƒ๋งŒ ๋ดค์Šต๋‹ˆ๋‹ค!!! ๋ณด๊ธฐ๋งŒ ํ–ˆ์–ด์š”! ๊ทธ์ด์ƒ์€ ํ”„๋กœ๋ธŒ๋‹˜๊ผ ์ผ์ž„ํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค
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๐ŸŽ™ @0G_labs ์˜ @michaelh_0g x ๋ถˆ๊ฐœ๋ฏธ AMA ๋ฆฌ์บก ํ†บ์•„๋ณด๊ธฐ ์–ด์ œ 0G ๊ณต๋™์ฐฝ์—…์ž Michael Heinrich x ๋ถˆ๊ฐœ๋ฏธ๋‹˜๊ณผ ํ•จ๊ป˜ 0G, Private Computer, Infinite AI๋ฅผ ์ฃผ์ œ๋กœ AMA๊ฐ€ ์ง„ํ–‰๋๋Š”๋ฐ์š”. ํ•ต์‹ฌ ๋‚ด์šฉ์„ ์ •๋ฆฌํ•ด๋ดค์Šต๋‹ˆ๋‹ค! 1๏ธโƒฃ 0G๋Š” ์–ด๋–ค ํ”„๋กœ์ ํŠธ์ผ๊นŒ? 0G๋Š” AI ๋ชจ๋ธ๊ณผ ์—์ด์ „ํŠธ๊ฐ€ ๋ฐ์ดํ„ฐ๋ฅผ ์ €์žฅํ•˜๊ณ , ์—ฐ์‚ฐํ•˜๊ณ , ๊ฒฐ๊ณผ๋ฅผ ๊ฒ€์ฆํ•  ์ˆ˜ ์žˆ๋„๋ก ๊ธฐ๋ฐ˜ ์‹œ์„ค์„ ์ œ๊ณตํ•˜๋Š” ํ”„๋กœ์ ํŠธ. 2๏ธโƒฃ Private Computer๋ž€? ์—ฌ๋Ÿฌ AI ๋ชจ๋ธ์„ ํ•œ๊ณณ์—์„œ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๋Š” 0G์˜ AI ํ”Œ๋žซํผ์ž…๋‹ˆ๋‹ค. ๊ฐ€์žฅ ํฐ ํŠน์ง•์€ ์‚ฌ์šฉ์ž์˜ ์งˆ๋ฌธ๊ณผ AI ๋‹ต๋ณ€์„ ์ €์žฅํ•˜์ง€ ์•Š์•„์„œ 0G๋‚˜ ์ปดํ“จํŠธ ์ œ๊ณต์ž๋„ ์‚ฌ์šฉ์ž์˜ ์ž…๋ ฅ ๋‚ด์šฉ์„ ๋ณผ ์ˆ˜ ์—†๋‹ค๋Š” 3๏ธโƒฃ Infinite AI๋Š” ๋ฌด์—‡์ผ๊นŒ? Infinite AI๋Š” 0G๋ฅผ ์Šคํ…Œ์ดํ‚นํ•˜๋ฉด์„œ ํ† ํฐ ๋ณด์ƒ ๋Œ€์‹  ์‹ค์ œ AI ์‚ฌ์šฉ์— ํ•„์š”ํ•œ ์—ฐ์‚ฐ ํฌ๋ ˆ๋”ง์„ ๋ฐ›์„ ์ˆ˜ ์žˆ๋„๋ก ๋งŒ๋“  ๊ตฌ์กฐ์ž…๋‹ˆ๋‹ค. 4๏ธโƒฃ 0G ์Šคํ…Œ์ดํ‚น 1. ์œ ๋™์„ฑ ์Šคํ…Œ์ดํ‚น ํ† ํฐ a0G ์ˆ˜๋ น 2. a0G๋ฅผ ๋‹ด๋ณด๋กœ iAI ๋ฏผํŒ… 3. iAI ์Šคํ…Œ์ดํ‚น 4. ๋งค์ผ AI ์—ฐ์‚ฐ ํฌ๋ ˆ๋”ง ์ˆ˜๋ น 5. Infinite AI์™€ 0G ํ† ํฐ์˜ ๊ด€๊ณ„ Infinite AI๋ฅผ ์ด์šฉํ•˜๋ ค๋ฉด ๋จผ์ € 0G๋ฅผ ์Šคํ…Œ์ดํ‚นํ•ด a0G๋ฅผ ๋งŒ๋“ค๊ณ , ์ด๋ฅผ ๋‹ด๋ณด๋กœ iAI๋ฅผ ๋ฏผํŒ…ํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ์ฆ‰ AI ์—ฐ์‚ฐ ํฌ๋ ˆ๋”ง์— ๋Œ€ํ•œ ์ˆ˜์š”๊ฐ€ ๋Š˜์–ด๋‚ ์ˆ˜๋ก 0G๋ฅผ ์Šคํ…Œ์ดํ‚นํ•˜๊ณ  ๋‹ด๋ณด๋กœ ๋ฌถ์œผ๋ ค๋Š” ์ˆ˜์š”๋„ ํ•จ๊ป˜ ์ƒ๊ธธ ์ˆ˜ ์žˆ๋Š” ๊ตฌ์กฐ์˜ˆ์š”. 5๏ธโƒฃ ์•ž์œผ๋กœ 0G์˜ ๋กœ๋“œ๋งต โ€ข ๋ฉ”์ธ๋„ท ์šด์˜๊ณผ ์ธํ”„๋ผ ์•ˆ์ •ํ™” โ€ข Infinite AI์™€ Private Compute ํ™•์žฅ โ€ข ์ง€์› AI ๋ชจ๋ธ ๋ฐ ์ปดํ“จํŠธ ๊ณต๊ธ‰ ํ™•๋Œ€ โ€ข ์˜จ์ฒด์ธ AI ์—์ด์ „ํŠธ ์ƒํƒœ๊ณ„ ๊ตฌ์ถ• โ€ข ๊ธ€๋กœ๋ฒŒ ํ™•์žฅ๊ณผ ์˜จ์ฒด์ธ AI ๋Œ€์ค‘ํ™” * ๊ฐ€์žฅ ํฅ๋ฏธ๋กœ์› ๋˜ ์ ์€, ์—ฐ์‚ฐ ์ถ”๋ก ๋Šฅ๋ ฅ์„ ๊ฑฐ๋ž˜ํ•  ์ˆ˜ ์žˆ๊ฒŒ ์—ฐ๊ฒฐํ•˜๊ฒ ๋‹ค๋Š” ์ ์ด์—ˆ๋˜ ๊ฒƒ.
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์ง„์งœ ๋ชจ๋ธ๋งŒ ๋” ๋ถ™์œผ๋ฉด ์•ˆ์“ธ ์ด์œ ๊ฐ€ ์—†๋‹ค
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์ผ๋ฐ˜์ ์ธ ๋กœ๋ด‡ ๋ฐ•๋žŒํšŒ์—์„œ ๋น„ํƒˆ๋ฆญ ๋ถ€ํ…Œ๋ฆฐ์˜ ์˜์ƒ์„ ๋งŒ๋‚ฌ์–ด์š”. ์ข€ ๋” ํ…Œ์Šคํ† ์Šคํ…Œ๋ก  ํ–ฅ์ด ํ’๊ธฐ๋Š” ๋ชจ์Šต์ธ๋ฐ, ๋น„ํƒˆ๋ฆญ์„ ์ฒ˜์Œ ๋ณธ์ง€๋„ ์ด์ œ 10๋…„์ด ๋‹ค ๋˜์–ด๊ฐ€๋‹ˆ ๊ทธ๋Ÿด๋งŒํ•˜๋„ค์š”. ํƒˆ์ค‘์•™ํ™”๊ฐ€ ์šฐ๋ฆฌ ์•ˆ์—์„œ๋งŒ ๊ฐ‡ํžŒ ์†Œ๋ฆฌ๋Š” ์•„๋‹ˆ์–ด์„œ ๋‹คํ–‰์ด์—์š”.
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ํ”„๋ผ์ด๋น— ์ปดํ“จํŒ… - AI์—๊ฒŒ ๋ง ๋ชปํ•  ๊ณ ๋ฏผ์„ ํ„ธ์–ด๋†“๋Š”๋‹ค๋ฉด? (feat. 0g) ํ˜น์‹œ... >//< AIํ•œํ…Œ ๋ฌผ์–ด๋ณด๊ธฐ ์ข€ ๊ป˜๋ฆ„์น™ํ•˜๊ฑฐ๋‚˜ ๋ฏผ๋งํ•œ ์งˆ๋ฌธ์„ ํ•ด์•ผ ํ•  ๋•Œ๊ฐ€ ์žˆ์œผ์…จ๋‚˜์š”? ๊ทธ๋Ÿด ๋•Œ ๋‚ด ๋Œ€ํ™”๋ฅผ ์•„๋ฌด๋„ ๋ชป ๋ณด๋Š” AI๊ฐ€ ์žˆ๋‹ค๋ฉด ์ฐธ ์ข‹์„ ํ…๋ฐ ๋ง์ด์ฃ  ๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€ 0G Private Computer๋Š” ์ผ๋ถ€ ๋ชจ๋ธ์„ ํ˜ธ์ถœํ•  ๋•Œ TEE(ํ•˜๋“œ์›จ์–ด ๊ฒฉ๋ฆฌ) + ์ข…๋‹จ ๊ฐ„ ์•”ํ˜ธํ™” + ๋ฐ์ดํ„ฐ ๋ฌด๋ณด๊ด€์„ ๊ฒฐํ•ฉํ•œ ํ”„๋ผ์ด๋น— ๋ชจ๋“œ๋ฅผ ์ง€์›ํ•ฉ๋‹ˆ๋‹ค. ์ด ๋ชจ๋“œ์—์„œ๋Š” 0G๋„, ๋ชจ๋ธ ์ œ๊ณต์ž๋„ ๋‚ด ๋Œ€ํ™” ๋‚ด์šฉ์„ ๋ณผ ์ˆ˜ ์—†๊ฒŒ ๋˜๋Š”๋ฐ, ์ด๊ฒŒ ์ผ๋ฐ˜์ ์ธ ์‹œํฌ๋ฆฟ ๋ชจ๋“œ ๊ฐ™์€ ๋‹จ์ˆœํ•œ ๊ฐœ๋…์ด ์•„๋‹ˆ๋ผ, ์‹ค์ œ๋กœ ํ•˜๋“œ์›จ์–ด ์ฆ๋ช…์„ ํ†ตํ•ด ํ”„๋ผ์ด๋ฒ„์‹œ๊ฐ€ ์ง€์ผœ์กŒ๋‹ค๋Š” ๊ฒƒ์„ ๊ฒ€์ฆํ•  ์ˆ˜ ์žˆ๊ฒŒ ๋œ๋‹ค๋Š” ์ ์—์„œ ํฐ ๊ฐ•์ ์ด ์žˆ์–ด์š”. ๊ผญ ๋ฏผ๋งํ•œ ์งˆ๋ฌธ์ด ์•„๋‹ˆ๋”๋ผ๋„, ๊ฐœ์ธ์ •๋ณด๊ฐ€ ๋“ค์–ด๊ฐ„ ์ƒ๋‹ด์ด๋‚˜ ์œ ์ถœ๋˜๋ฉด ์•ˆ ๋˜๋Š” ๋Œ€๋ฐ• ์•„์ดํ…œ ์•„์ด๋””์—์ด์…˜์ฒ˜๋Ÿผ ํ”„๋ผ์ด๋ฒ„์‹œ๊ฐ€ ์ค‘์š”ํ•œ ์ˆœ๊ฐ„์— ์ข‹์€ ๋Œ€์•ˆ์ด ๋  ์ˆ˜ ์žˆ๋Š” ํ”„๋ผ์ด๋ฒ„์‹œ ์ปดํ“จํŒ… ์—ญ์‹œ ์•ž์œผ๋กœ ๊ณ„์† ์ฃผ๋ชฉ๋ฐ›์„ ์ˆ˜๋ฐ–์— ์—†๋Š” ๋ถ„์•ผ์ค‘ ํ•˜๋‚˜๊ฐ€ ์•„๋‹Œ๊ฐ€.
Where do your prompts go after you hit send? On 0G Private Computer, they pass through in memory and are never stored. In privacy mode, the model runs inside sealed hardware where neither 0G nor the provider can see the inference. One is a promise. The other you can verify.
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aiํ•œํ…Œ ์กฐ์ฐจ ๋ฌผ์–ด๋ณด๊ธฐ ๊นจ๋ฆ„์น™ํ•  ์ •๋„๋ฉด ๋Œ€์ฒด ์–ด๋–ค๊ฑด์ง€ ๊ฐ๋„ ์•ˆ์˜ด.ใ„ทใ„ท
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์ผ๋‹จ ์ €์–ด์–ด๋Š” ๊ทธ๋Ÿฐ ์งˆ๋ฌธ ํ•ฎ ใ…ฃ์•Š๊ธฐ๋Š” ํ•ด์š”
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์ƒˆ๋กœ์šด ๋ชจ๋ธ ๋งŽ์ด๋งŽ์ด ์˜จ๋ณด๋”ฉ ํ•ด๋‹ฌ๋ผ๊ณ  ํ•ด์ฃผ์„ธ์š”
๐Ÿ“Œ @michaelh_0g ์‚ฌ์žฅ๋‹˜๊ณผ ํ•จ๊ป˜ํ•˜๋Š” @0G_labs AMA! ์ด๋ฒˆ AMA์—์„œ๋Š” 0G Co-Founder Michael Heinrich์™€ ํ•จ๊ป˜ 0G - IAI ์˜ ์—ฐ๊ด€์„ฑ ์œ„์ฃผ๋กœ ํŒŒ๋ณผ ์˜ˆ์ •์ž…๋‹ˆ๋‹ค. ๊ฐ€๊ฒฉ์ด ๋งŽ์ด ์˜ฌ๋ผ์„œ ๊ฐœ๊ฟ€ โœ”๏ธ ์žฅ์†Œ : ๋ถˆ๊ฐœ๋ฏธ ํŠธ์œ„ํ„ฐ ์ŠคํŠธ๋ฆฌ๋ฐ ๐Ÿ—“ ์ผ์ • : 10์›” 15์ผ (๋ชฉ) ์˜คํ›„ 8์‹œ KST โœ”๏ธ AMA ์ฐธ์—ฌ๋ฐฉ๋ฒ• ๋ถˆ๊ฐœ๋ฏธ Crypto ์ฑ„๋„ ์ž…์žฅ : t.me/fireant_crypto ๋ถˆ๊ฐœ๋ฏธ ํŠธ์œ„ํ„ฐ ํŒ”๋กœ์šฐ : xitter.cf/fireant_korea ๋ถˆ๊ฐœ๋ฏธ ์œ ํŠœ๋ธŒ ๊ตฌ๋… : youtube.com/@FIREANTCRYPTO ๐Ÿ”ฅ AMA ๋ฆฌ์›Œ๋“œ 1. 3๋งŒ์› ์ƒ๋‹น์˜ ๋ฆฌ์›Œ๋“œ x 5 ๋ช… 2. 5์ฒœ์› ์ƒ๋‹น์˜ ๋ฆฌ์›Œ๋“œ x 100๋ช… 3. ๋ฉ”๊ฐ€์ปคํ”ผ x 400๋ช… * ๋ถˆ๊ฐœ๋ฏธ ๋ณธ์ธ์€ 0G ์ฝ”์ธ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
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๐Ÿ“Œ @michaelh_0g ์‚ฌ์žฅ๋‹˜๊ณผ ํ•จ๊ป˜ํ•˜๋Š” @0G_labs AMA! ์ด๋ฒˆ AMA์—์„œ๋Š” 0G Co-Founder Michael Heinrich์™€ ํ•จ๊ป˜ 0G - IAI ์˜ ์—ฐ๊ด€์„ฑ ์œ„์ฃผ๋กœ ํŒŒ๋ณผ ์˜ˆ์ •์ž…๋‹ˆ๋‹ค. ๊ฐ€๊ฒฉ์ด ๋งŽ์ด ์˜ฌ๋ผ์„œ ๊ฐœ๊ฟ€ โœ”๏ธ ์žฅ์†Œ : ๋ถˆ๊ฐœ๋ฏธ ํŠธ์œ„ํ„ฐ ์ŠคํŠธ๋ฆฌ๋ฐ ๐Ÿ—“ ์ผ์ • : 10์›” 15์ผ (๋ชฉ) ์˜คํ›„ 8์‹œ KST โœ”๏ธ AMA ์ฐธ์—ฌ๋ฐฉ๋ฒ• ๋ถˆ๊ฐœ๋ฏธ Crypto ์ฑ„๋„ ์ž…์žฅ : t.me/fireant_crypto ๋ถˆ๊ฐœ๋ฏธ ํŠธ์œ„ํ„ฐ ํŒ”๋กœ์šฐ : xitter.cf/fireant_korea ๋ถˆ๊ฐœ๋ฏธ ์œ ํŠœ๋ธŒ ๊ตฌ๋… : youtube.com/@FIREANTCRYPTO ๐Ÿ”ฅ AMA ๋ฆฌ์›Œ๋“œ 1. 3๋งŒ์› ์ƒ๋‹น์˜ ๋ฆฌ์›Œ๋“œ x 5 ๋ช… 2. 5์ฒœ์› ์ƒ๋‹น์˜ ๋ฆฌ์›Œ๋“œ x 100๋ช… 3. ๋ฉ”๊ฐ€์ปคํ”ผ x 400๋ช… * ๋ถˆ๊ฐœ๋ฏธ ๋ณธ์ธ์€ 0G ์ฝ”์ธ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
๐Ÿค– Made with AI
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claude.ai/artifact/BsbxXF4cxโ€ฆ UI ์Šคํƒ€์ผ ๊ฐค๋Ÿฌ๋ฆฌ ๋ช‡๊ตฐ๋ฐ ์†Œ์Šค์—์„œ ๋‹ค ๊ฐ€์ ธ์™€์„œ ๋งŒ๋“ค์–ด๋ด„ ์ด๊ฑฐ ๋ง๊ณ ๋„ ๋งŽ์„๊ฑฐ๊ธด ํ•œ๋ฐ ๋ญ ์ผ๋‹จ ์ฐธ๊ณ ํ•˜์‹ค ๋ถ„๋“ค์€ ์ฐธ๊ณ 
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์™€ ์ € ์ด๊ฑฐ ๋„ˆ๋ฌด ํ•„์š”ํ–‡์–ด์š”
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๐Ÿ“Œ ๋‚ด์ผ๋ถ€ํ„ฐ ์ฝ”์ธ๊ณผ์„ธ์œ ์˜ˆ ์‹œ์œ„๊ฐ€ ๋ณธ๊ฒฉ์ ์œผ๋กœ ์‹œ์ž‘๋ฉ๋‹ˆ๋‹ค. ์ด ๋„ค๊ณณ์˜ ์ฃผ์š” ๊ฑฐ์ ์„ ๊ธฐ์ค€์œผ๋กœ ํŠธ๋Ÿญ์‹œ์œ„์™€ 1์ธ์‹œ์œ„๊ฐ€ ์ง„ํ–‰๋ฉ๋‹ˆ๋‹ค. - DMC : ๋ฐฉ์†ก์‚ฌ๋“ค ๋ชจ์—ฌ์žˆ๋Š” ๊ณณ. - ๊ตญํšŒ์˜์‚ฌ๋‹น ์•ž - ๋ฏผ์ฃผ๋‹น, ๊ตญ๋ฏผ์˜ํž˜ ๋‹น์‚ฌ ์•ž - ์„œ์šธ์—ญ, ์ •๋ถ€์ฒญ์‚ฌ ์•ž ๐Ÿ“Œ ํ˜ผ์ž ์‹œ์œ„๋งŒ ํ•˜๋Š”๊ฒŒ ์•„๋‹™๋‹ˆ๋‹ค. ์—ฌ๋Ÿฌ๋ถ„์˜ ์ฐธ์—ฌ๊ฐ€ ํ•„์š”ํ•ฉ๋‹ˆ๋‹ค. : forms.gle/93KGm4PavgPPRLxw9 ์ด 1์ฒœ๋งŒ์› ์ƒ๋‹น์˜ ๋ฆฌ์›Œ๋“œ ์ฝ”์ธ๊ณผ์„ธ ์œ ์˜ˆ ์บ ํŽ˜์ธ ์ฐธ์—ฌํ•˜๊ธฐ - ์ฐธ์—ฌ๋ฐฉ๋ฒ• : ์ฝ”์ธ๊ณผ์„ธ์œ ์˜ˆ ์ง€์ง€ ๊ฒŒ์‹œ๊ธ€ ์ž‘์„ฑ (#์ฝ”์ธ๊ณผ์„ธ์œ ์˜ˆ ํ•ด์‹œํƒœ๊ทธ ์ถ”๊ฐ€ ํ•„์ˆ˜) - ์ผ์ • : 12์›” 23์ผ๊นŒ์ง€. (์œ ์˜ˆํ™•์ •์‹œ ์กฐ๊ธฐ์ข…๋ฃŒ ํ›„ ์ฆ‰์‹œ์ง€๊ธ‰) - ์ƒํ’ˆ : 5๋งŒ์› ์ƒํ’ˆ๊ถŒ x 200๋ช… ์ฃผ๋ณ€ ์ง€์ธ๋“ค์—๊ฒŒ ๋„๋ฆฌ๋„๋ฆฌ ํ•ด๋‹น ์บ ํŽ˜์ธ ์ฐธ์—ฌ๋ฅผ ๋…๋ คํ•ด์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค. ์ฝ”์ธ๊ณผ์„ธ์œ ์˜ˆ์šด๋™ ์ด์ œ ์ง„์งœ ์ œ๋Œ€๋กœ ์‹œ์ž‘์ž…๋‹ˆ๋‹ค. #์ฝ”์ธ๊ณผ์„ธ์œ ์˜ˆ
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๋Œ€๋žต ๋ช‡์‹œ์— ์–ด๋””์ฆ˜ ์œ„์น˜ํ• ์ง€ ์‹œ๊ฐ„๋Œ€๋ณ„ ์Šค์ผ€์ค„๋„ ์žˆ๋‚˜์—ฌ!
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์š”์ฆ˜ ์•คํŠธ๋กœํ”ฝIPO๋ฅผ ์•ž๋‘๊ณ , ์˜คํ‘ธ์Šค5.5๋ฅผ ๋น„๋กฏํ•ด ์†Œ๋„ท5.5๋งˆ์ € ์•„์ŠคํŠธ๋ผ๋ฅผ ๋”ฐ์ž‡ํ•œ๋‹ค๋Š” ํ‰๊ฐ€๊ฐ€ ์ง€๋ฐฐ์ ์ด์—์š”. ์‹ค์ œ๋กœ ์จ๋ณด๋ฉด ๊ณผ์žฅ๋œ๊ฒŒ ์•„๋‹ˆ๊ธฐ๋„ ํ•˜๊ตฌ์š”. ๊ทธ๋Ÿฐ๋ฐ ๋ฉฐ์น ์ „๋ถ€ํ„ฐ OpenAI๋Š” ์˜ฌํ•ด IPOํ•  ์ƒ๊ฐ์ด ์—†๊ธฐ๋•Œ๋ฌธ์— ์•คํŠธ๋กœํ”ฝ์ฒ˜๋Ÿผ ๊ธ‰ํ• ๊ฒŒ ์—†๋‹ค๋ผ๋Š” ๊ฒƒ์„ ๊ทผ๊ฑฐ๋กœ.. ๊ทธ๋ฆฌ๊ณ  ๋‚ด๋ถ€ ๋ชจ๋ธ๋กœ ์•Œ๋ ค์ง„ Bel์ด ๊ณง ๋‚˜์˜ฌ fable5.5๋ฅผ ์••์‚ดํ•œ๋‹ค๋Š” ๋ฐ”์ด๋Ÿด์ด ํŠธ์œ„ํ„ฐ์— ๋งŽ์ด ๋˜๊ณ ์žˆ์–ด์š”. ์‹œ๊ฐ„์ด ์ง€๋‚˜๋ณด๋ฉด ์•Œ๊ฒ ์ง€๋งŒ, ์‹ ๋ขฐ์žˆ๋Š” ๊ณ„์ •๋“ค์ด ์ด๋Ÿฐ ๋‰˜์•™์Šค๋กœ ๊ณ„์†ํ•ด๊ฑฐ ์–ธ๊ธ‰ํ•˜๋Š” ๊ฒƒ๋ณด๋ฉด bel <- ๊ฐœ์ฉ”๊ธด ํ•˜๋‚˜๋ด์š”. Bel์€ ๋Šฆ์–ด๋„ ์˜ฌํ•ด์•ˆ์— ์ถœ์‹œํ•œ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค
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์ด๊ฑฐ ๋ณด๊ณ  ๋˜ ํด๋กœ๋“œ ๋„˜์–ด๊ฐ”๋‹ค๊ฐ€ ๋˜ ์†์€๊ฑฐ๋ฉด ์–ด๋–กํ•˜์ง€... ์•„ ์ง„์งœ ํ†ตํ•ฉ ์‹œ์Šคํ…œ ๊ตฌ์ถ•ํ•˜๋‹ค๊ฐ€ ๋‚ ์ƒ๋“ฏ ใ„นใ…‡
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์ด๊ฑด ๋‘๋ฐฐ ์œ ์ง€ ๊ฐ€์•ผ์ง€.. ์ง€๊ธˆ ๋„‰๋„‰ํ•˜๊ฒŒ ๋А๊ปด์ง€๋Š”๊ฑฐ๋Š” ์•„์ง 20๋ฐฐ ์ ์šฉ์ค‘์ด๊ณ  ๋ฆฌ์…‹ ๋‚จ๋ฐœํ•ด์„œ๊ทธ๋Ÿฐ๊ฑด๋ฐ ใ…‹ใ…‹ ํˆฌํ‘œ ๊ฐ€์ฆˆ์•„ ~
Tibo
@thsottiauxOct 11
Pro users, would you rather have
33%5h limits, 2X week usage
38%no 5h limits, same usage
29%show result
240,643 votes โ€ข Final results
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์†”์งํžˆ 5์‹œ๊ฐ„ ๋ฆฌ๋ฏธํŠธ ๊ฐ€๋” ๋ฐ˜๊ฐ€์›€.. ์‰ด์‹œ๊ฐ„์„ ์ง€์ •ํ•ด์ฃผ๋Š” ๋А๋‚Œ๋„ ์žˆ์–ด์„œ
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At Bridge Summit, a KBW side event, I interviewed several teams. Teams : 0G, Axis, Kgen, Everything, Doma, Mantle You can watch the full video via my YouTube link in the comments. If youโ€™d like to get your project known in Korea, let me know. Just cover the flight and Iโ€™ll be there, wherever it is ๐Ÿ˜„ @0G_labs @axisrobotics @KGeN_IO @trdEverything @domaprotocol @Mantle_Official
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0g๋ž‘ ๋„๋งˆ๊ฐ€ ์ œํ”ฝ์ž„๋‹ค
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What can you imagine at F1? ๐ŸŽ๏ธ Met @SolanaLegend and having an amazing conversation about how bullish we are on Backpack. Big things ahead. ๐Ÿš€
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legend legend
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Today marks my last day at edgeX๐Ÿฆญ I joined the team in mid-January 2025 and spent nearly one year and nine months helping introduce and grow edgeX in the Korean market from the ground up. Being part of that 0-to-1 journey was incredibly rewarding. Along the way, I learned a great deal about community, localization, GTM, and what it takes for a global project to earn trust in Korea. Iโ€™m grateful to the edgeX team, our partners, and everyone in the Korean community who supported and worked with me throughout this journey. Thank you for making this chapter so meaningful. For now, Iโ€™ll be taking some time to recharge and spend more time with my family. Iโ€™m not rushing into what comes next, but Iโ€™ll gradually explore new ideas and opportunities at my own pace. I also hope to share more of what Iโ€™ve learned about Web3, community, and building in the Korean market. If youโ€™re a builder thinking seriously about Korea GTM, Iโ€™d always be happy to connect and exchange ideas. Thank you for everything, edgeX. See you around ๐Ÿ‘‹
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๋‹ค์Œ ์—ฌ์ •์—๋„ ์ข‹์€ ๋‚ ๋งŒ ๊ฐ€๋“ํ•˜์‹œ๊ธฐ๋ฅผ ๋ฐ”๋ผ์š”!
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My Thoughts About zero-gravity:native and iAI iAI has bounced off the lows, but I still think its AI usage is being underpriced. Staking it gives you daily AI credits, which is a pretty practical reason to own it if you already spend money on AI. @AlgodTrading's criticism of Venice's equity<>token structure took some heat out of the trade. But my read is that the concerns around $DIEM have eased a little, and I don't see Venice's runway as an immediate worry right now. Using DIEM around $2,000 as a reference, I still think $400โ€“$600 is a conservative value for the AI usage alone, even after setting aside the collateral a minter can recover. iAI looks more attractive to me on that basis. Its initial terms offer 1.271 AI credits per staked token per day, with a stated usage value above $1, versus DIEM's $1 a day. Looking at that daily allowance, I could make a case for valuing iAI's AI usage at 1.271x DIEM's. But Venice's $65m raise in July deserves some weight too. So even if I stay conservative and give iAI just a 1.05x multiple, that's $420โ€“$630 for the AI usage alone. I still think that's good value against the roughly $367 quoted on Zia right now. Even before assigning any value to the minter's right to recover the underlying 0G collateral, returned as a0G, I still think iAI around that price could be close to a bottom on AI usage value alone. That recovery right stays with the minting wallet; buying iAI on the market gives you the compute rights. The usage value is where I still see a gap. Some people have also raised questions about how long 0G can keep funding the credits, but its recent commitment to invest S$20m in Singapore over five years makes me more comfortable on that front. To me, it suggests enough runway to absorb the ongoing credit costs and keep building the service. For people who use a lot of AI and will actually consume the credits, the entry looks attractive to me. Taking @0G_labs's recent activity in Singapore and at KBW into account, I think this is a reasonable bet if you size it around what you're prepared to lose and have a clear exit plan if it doesn't work out. I'm planning to use mine for language practice and writing on Brunch.
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0g ์˜ˆ์ „์— ๋ชจ๊ธˆ์•ก ๋ปฅํŠ€๊ธฐํ–ˆ๋‹ค๊ฐ€ ๋…ผ๋ž€์ด ์ผ์—ˆ๋˜๊ฑธ๋กœ ์••๋‹ˆ๋‹ค. ์žฌ๋‹จํ•˜๋Š”์ง“๋ณด๋ฉด ๊ณ ์•กํˆฌ์ž๋Š” ์กฐ์‹ฌํ•ด์•ผ ํ•œ๋‹ค๊ณ  ๋ด…๋‹ˆ๋‹ค.
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์ €๋„ ๊ทธ๋Ÿฐ ์—ฌ๋Ÿฌ ์š”์†Œ๋ฅผ ๊ฐ์•ˆํ•˜๋”๋ผ๋„, ์ˆœ์ˆ˜ ai ํ† ํฐ ์‚ฌ์šฉ ๋ฐธ๋ฅ˜๋กœ๋งŒ ๋„๋‹ฌํ•  ์ˆ˜ ์žˆ๋Š” ์ˆ˜์น˜๋ผ๊ณ  ์ƒ๊ฐํ•œ ๊ฐ€์ •์œผ๋กœ ๊ธ€์„ ์ ์–ด๋ดค์Šต๋‹ˆ๋‹ค!
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