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Moon
Joined October 2023
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这几天 tensorcash:native 回调确实挺狠。上 SafeTrade 后涨了一大轮，现在有回撤也不奇怪。至少目前，我看好它的理由没变。
我的想法很简单：对我这样的普通人来说，有机会和前高盛、摩根士丹利的MD级高管，在如此早期共同创业参与，可能是一辈子难遇的机会。
以后我还是会不定期分享早期/冷门的 PoW 项目，这点不变。同时，我也会拿出一部分精力，长期参与 TSC 的建设和推广，毕竟这是我自己为这个周期准备的最大 BAG。干对退休，赌错重来，就是这么简单。
如果先把技术放一边，只聊人。
与聪明、牛逼、认真做事的人同行，是我理解的成功捷径之一。
TSC 的重要生态支持者之一 AskTilly，由前高盛董事总经理 @enrico_otta 与前摩根士丹利执行董事 @samjavadi 联合创立。
这也是我愿意深入研究 TSC 的原因：一个早期项目的潜力，往往也藏在选择参与、持续建设的人身上。
早期研究，识人也是识机会。 tensorcash:native
100ⓧ 观察 retweeted
All roads lead to @InferenceFi this week and none of them were built by us.
Vincent Zhong from Liquid AI: same open model scores 78 to 89 percent depending on which provider you hit bcs providers quietly quantize and swap kernels and you cannot tell.
OpenRouter: biggest router change since founding from price first to quality first. Requests cost 7 percent more and people take it.
Now read what @inferenceFI posted last week. Three problems: you cannot test an answer at the dock, you cannot store supply, and todays market prices the rig instead of the oil. The fix: every answer on @Tensorcash carries a proof of the model that wrote it every token is verified and identical whoever produced it, speed is a service level priced in the open and an index of real verified output read from the chain. Order books for LLM tokens in their own words.
Two outsiders described the problem this week without knowing we have already $TSC solving it. The design for the answer is already on chain still being built, still early, still quiet.
...and still on Tradfi frontruning mission anon ❤️ $TSC
nitter.cf/vincentzed_cuda/status…
nitter.cf/OpenRouter/status/2115…
100ⓧ 观察 retweeted
Binance just lost around 6 billion dollars and it is not from some chain bug it came from one engineers laptop that could tell the exchange to send coins out. Bitcoin, ETH, stables, all gone the same way bcs the chain stops mattering the moment you hand your coins to somebody elses server.
That is the lesson institutions take from this week: the risk is not the ledger it is the middleman.
Now look at what $TSC already has at the base layer also live today:
Native assets in consensus. INFERENCEFI was registered on chain last week as a protocol level asset not some token contract and what best is there is no contract to drain.
No general VM ,no smart contracts, no bridge contract not even upgradeable proxy somebody can point at a new address. The attack surface of an exchange token on Ethereum simply does not exist here.
Post quantum signatures from block zero. Not a roadmap item the chain launched with them.
Bitcoin Core lineage. UTXO model, the most battle tested codebase in crypto with the inference proof and asset layer added on top.
And what is being built on that base by design, not bolted on later: a DEX where your coins lock on L1 under your own key no deposit to an operator. Derivatives that settle in consensus from the block header no price oracle to poison. A CFD on the inference index announced as native on L1 with all fees in TSC.
Put it together if AI compute becomes a commodity that gets priced, hedged and traded, the venue has to be one where nobody wakes up to find a laptop emptied it. TSC chose the boring, hard, no backdoor path at the base layer before it had a single institutional customer. This week shows why that was the right call.
Frontruning Tradfi in real time was never so simple anon❤️ $TSC
Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified.
The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far.
Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete.
As an immediate precaution, Binance has:
- temporarily suspended deposits and withdrawals while security checks are completed;
- revoked the affected address authorisation;
- engaged law enforcement and blockchain intelligence partners to trace and recover funds.
Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice.
Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions.
binance.com/en/support/annou…
在我看来， tensorcash:native 这种质量的标的，在整个加密市场都是极度稀缺的。真正有眼光的资金，迟早会嗅探到这些价值。
现在，市场上充斥着快速轮动、快进快出的投机资金，愿意深入研究技术和商业模式的长期资本还没有大规模进场。
但这恰恰给了团队宝贵的时间，去不断完善技术、推进商业化，用实实在在的成果证明 TSC 的价值。
不需要被短期价格和市场噪音干扰，不必参与所谓的社区之间的斗争和争吵，只需要坚定不移地传播 TSC 的技术理念，持续展示开发进展与商业化成果，保持耐心，静静等待真正的牛市回归。
网上各种看到 HYPE 和 FUD 的声音，你就记住几句话就行了：
屁股决定脑袋。 每个人都有自己的持仓、利益和立场，很多时候，观点只是利益的另一种表达。
一涨自有大儒辩经。 价格上涨之后，市场总能找到一套逻辑来解释它；价格下跌时，也一样。
市值高，所以你声音大。 市场地位决定话语权。很多人不是因为你说得对才相信你，而是因为你成功了。
真相让位于传播。 在自媒体、短视频和 Polymarket 盛行的时代，情绪、叙事和传播效率往往比事实本身传播得更快。
你相信什么，决定你看到什么。 人们总是倾向于寻找支持自己立场的信息，而不是主动寻找推翻自己判断的证据。
所以，听所有人的观点，但不要轻易交出自己的判断。
100ⓧ 观察 retweeted
A short version of how everything around @Tensorcash fits together:
@Tensorcash is the base. A proof of work chain where the work is AI inference, and every answer carries a proof of the model that produced it. On top sits a financial layer - native assets, settlement, compute derivatives, a coordination layer for trading directly between parties, and a DEX in research. Native assets, compute derivatives and the coordination layer are already live on mainnet.
@inferenceFI is building the market on top of that verified output - order books for LLM tokens, with its index values published on chain.
@AskTillyAI is where people will use it - a simple AI app for chat and agents, coming online later.
From the GPU to the user, all on the same rails. We’ll publish a full article soon on how it all connects, and what comes next.
③ 付费案例篇
MCG Live 访谈 TensorCash｜切片③
用户用美元购买推理服务，矿工获得 TSC 结算，推理同时参与链上挖矿。
在这段访谈中， @enrico_otta 介绍了这样一个端到端付费案例，将用户需求、模型执行和矿工收益连接起来。
下一步值得关注的，就是这个闭环如何从单个案例走向持续的真实订单。
tensorcash:native #TensorCash #MCGLive @Tensorcash @MCGlive
100ⓧ 观察 retweeted
🛠️ Dev update: the succinctness pull request is open!
• Succinctness: Explainer blog post coming soon
• Archival data sharing: v0.19.3 cut transfers to ~40 MB in under 50 ms. Requesters must solve a proof-of-work challenge.
• Networking: Fix in progress for syncing nodes dropping peer connections
• Security: Low- and medium-severity issues fixed
Next up: soft-fork rollout for succinct validation.
🔗 Full update:
talk.neptune.cash/t/dev-upda…
① 模型验证篇
MCG Live 访谈 @Tensorcash｜切片①
AI 服务的下一步，是让模型交付可以被验证。
在这段访谈中， @enrico_otta @samjavadi 解释了 TensorCash 如何将模型执行与链上验证连接起来，让用户不只相信模型的名字，还能核验实际交付。
tensorcash:native #TensorCash #MCGLive
100ⓧ 观察 retweeted
I built POW Valuation Lens so when I hover on any SafeTrade candle it shows me MC (at that day's supply via official stats) + FDV.
Used @AskTillyAI on Qwen 27B (Tensorcash miner) then built and finalized in Codex. Receipt covers one coding response.
SafeTrade has a pretty interesting track record of being early on assets like $TAO, $KAS, $TSC, $QTC, $QUANTUS, and $PRL.
now $BNT is entering the picture.
people love chasing coins once they’re already on everyone’s radar, but the real opportunities are usually found before the crowd catches on.
worth paying attention to what’s trading on @SafeTrade.
$CSD finally pulled a worthy move, next runner to be listed on @safetrade could most likely be @blocknetprivacy - $BNT? 👀
100ⓧ 观察 retweeted
🚀 $BNT × @SafeTrade — Another Step Closer! ❤️
Great news for the Blocknet community! 🎉
✅ Technical integration completed.
🔄 SafeTrade developers are working to bring the BNT node online.
🧪 Final testing is expected once the node is running.
A huge thank you to the SafeTrade team for their hard work, dedication, and continued support! ❤️
The BNT community truly appreciates your efforts. Every step brings us closer to the first exchange listing!
We're excited and eagerly looking forward to the official launch! 🤝🚀
⏳ The wait may soon be over!
#Blocknet #BNT #SafeTrade #Privacy #PoW
