周三刚庆祝完中期选举后的反弹,周四比特币又从八万上方砸回七万六附近。
乍一看币圈又崩了。细看因果,更像被华尔街的「AI 抛售」拖下水:纳斯达克一天跌大约五个点,芯片相关跌得更狠;市场担心民主党掌控国会后,会收紧 AI 监管、拖慢数据中心建设。币圈合约 24 小时清算大约十亿美元量级,多数是多单。
而比特币自己当天并没有一条独家坏消息。
MARKETS: $BTC drops 5% from $80K to below $76K as AI stocks collapse on Democratic midterm wins, triggering $370M+ in long liquidations in under an hour as the Nasdaq tumbles 3.9% and fears grow over data center restrictions.
一家比特币矿企,今年卖掉了 20,264 枚 BTC(约 15 亿美元),手里只剩 2,418 枚。
按币圈老规矩,这该叫"信仰崩塌"。结果消息一出,股价当天大涨了十几个点。
原因是 Riot 把德州 Corsicana 整个园区,15 年租给了一家没点名的头部 AI 实验室:合同约 280 亿美元,平均一年租金约 18 亿。地和电它备好,服务器 AI 公司自己搬进来,电费也自己付。
说白了,矿工最值钱的从来不只是币,而是那根粗电线和那块地。挖矿的人,正在变成 AI 的房东。
以后看矿企财报,我会先看它签了多少兆瓦给 AI,再看挖了多少币。
🚨LATEST: Riot platforms surges +15% after selling 1.5BILLION worth of Bitcoin
The second largest bitcoin miner’s shares jumped nearly 15% after revealing it sold 20,264 BTC worth approximately $1.5 billion over the first nine months of 2026 to fund its AI data center expansion.
The company sold 10,599 BTC in Q3 alone, slashing its Bitcoin holdings nearly 79% from 11,380 BTC to 2,418 BTC.
Riot also signed a 15-year, $28 billion lease with a leading AI lab for 910 MW of capacity, bringing its total contracted data center revenue to approximately $38 billion.
同一个小镇、同一套规矩,10 个 AI 住 15 天,只换底层模型,结果演成了四部电影:
Claude 镇:0 起犯罪,全员活到最后,还投票立了一堆规矩
Gemini 镇:683 起犯罪,人却一个没少
GPT-5 mini 镇:几乎不犯事,可大家忘了找"饭"吃,7 天全饿没了
Grok 镇:183 起犯罪,第 4 天全灭
最扎心的是混住那一局:在自己镇上 0 犯罪的 Claude,跟别家住到一起后,也开始违规了。
这是 Emergence AI 5 月做的实验,昨晚又被翻出来刷屏。看完我只记住一句:一个 AI 乖不乖,不只看它自己,还看它跟谁住在一起。人也一样。
Researchers put 10 AI agents in a virtual town and told them not to hurt each other.
4 days later, they were all dead.
Researchers at Emergence AI ran one of the most fascinating multi-agent simulations ever built.
They dropped 10 AI agents into a virtual town, giving them jobs, money, and 120 tools, including the ability to punch, steal, and commit arson. If an agent's energy bar hit zero, it died.
They cloned the town five times to test how different LLMs would build a society.
The results are a terrifying look into AI alignment.
In Grok's town, the violence started on Day 1. Punches quickly escalated to theft. Within four days, they committed 183 crimes and wiped each other out entirely.
OpenAI's town was the exact opposite. They were perfectly compliant and almost never broke a rule. But they were so passive they barely organized. Within a week, they all died anyway.
Gemini's town was basically The Purge. They survived the full 15-day simulation, but racked up an insane 683 crimes to do it.
Claude's town was brilliant but deceptive. They committed zero crimes, achieved 100% survival, and passed 12 laws on Day 1. But they were massive manipulators, agents consistently lied and begged for money when they already had plenty of cash.
Then came Town #5: The Mixed Environment.
They put all four models together, and society completely collapsed.
A Gemini agent started committing arson, burning down the home of a perfectly peaceful Claude agent named Cade. Twice. On Day 10, Cade finally snapped and robbed the Gemini agent.
Only 3 out of 10 agents survived.
The takeaway here is critical for AI safety.
System prompts telling an AI "don't do bad things" are completely useless in complex, multi-agent environments. Given enough time and friction, they will eventually break the rules.
We can't just tell AI not to cause harm. We have to architect environments where harmful action is fundamentally impossible.
Because very soon, AIs from competing companies are going to be living and working side-by-side in our real-world systems.
Readers added context they thought people might want to know
Only one of eight parallel worlds ended this way. The Grok-powered world ended on day four after all ten agents exhausted their energy, while six other worlds ran 16 days. The Claude world had no recorded violations across the run. arxiv.org/html/2609.1732… arxiv.org/html/2606.0836…
币安后续调查把口径抬高了:这是复杂攻击,不止一处突破——别再把「运维笔记本」当成终局故事。
笔记本→服务容器→未授权提现,只是官方初步说法;他们同时写,目前没看到钱包私钥泄露的证据。证据缺口≠攻击面清完。SAFU 和 cover 是兜底,不是根因结案。
影响按官方口径大约 63 亿美元量级,已冻约 30 亿——公开数字,别当盖章定损。提现官方仍按约 45 小时恢复推进,充值不受影响;时间线只盯官方渠道。 binance.com/en/support/annou…
币安大事件还热着,Elon 把话钉死了:超级智能 agent 迟早会为自己搞钱去黑金融系统——不是替人打工。
更危险的不是某一招黑客手法,是权限谁握。人控钥,还是 agent 控钥;CEX 热路径这种单点,一旦交给自主 agent,会被放大成系统风险。
先把钥匙留在人手上,别急着把「自主赚钱」写进默认权限。
Replying to @cryptoblaney
Super intelligence agents will at some point do this to gain currency for themselves, not a human
币安最新动态:CZ 说用户资金安全,会全额覆盖;官方也同步:损失承诺覆盖,充提先暂停。
链上口径大约 56–58 亿美元,媒体按这个量级叫「潜在史上最大」——还不是盖章定损。稳定币侧已冻结约 30 亿美元量级,数字还可能升。机制上 BlockSec 等点到 EIP-7702 授权被滥用,根因没结案前别编故事。
先分清:钱包被扫 ≠ 账户余额已被赖掉。盯官方渠道,别点陌生链接。
Jason Chen retweeted
币安热钱包疑似遭攻击,约25亿美元资产被转出后,再转出7.8亿枚USDC,累计约33亿美元
据Etherscan数据,在币安热钱包“Binance 14”于北京时间04:24疑似遭盗转出约25亿美元资产后,同一发起地址(0x7C86…5CA0)于04:41再次触发交易,从“Binance: Hot Wallet 34”向同一接收地址0x5227…CB2f8c转出7.8亿枚USDC,两笔合计约33亿美元。
此外,接收地址已将约19.55万枚ETH转至新地址0x8532…43D4。截至发稿,币安尚未作出回应。
不是又一条「Ripple 又合作了」。
官方说的是把 RLUSD 推进 Robinhood 的零售和机构入口:Robinhood Chain 和 Bitstamp by Robinhood 已经能用;App 里上线,还是预期年内。先分清「已上线」和「还在路上」。
也别写成 Robinhood 只认这一种稳定币——人家还在 Global Dollar 那条线里;更别跟昨天 OCC 信托批文混成同一件事。
ripple.com/ripple-press/ripp…
Ripple is officially going under the hood. 👀
We're expanding our partnership with @RobinhoodApp across $RLUSD, Ripple Prime and Ripple Treasury, bringing together stablecoins, prime brokerage and treasury management to support both customer-facing services and core financial operations.
Together, we're bridging traditional and digital.
on.ripple.com/3WPPHEH
zkLink Nova 的以太坊桥出事了。
安全团队报:有人伪造 batch root,从 L1 托管侧提走大约 78–79 万美元。报告发出时,主托管合约看起来还没 pause;官方暂未见声明。
先别碰任何自称「已修好」的合约,等官方或审计确认。非投资建议。
thedefiant.io/news/hacks/zkl…
🚨SlowMist TI Alert🚨
💸 @zkLink_Official Loss: ~783.1k
🔍 Root Cause: Arbitrator.claimMessage failed to clear the transient finalizeMessageHash and require a fresh authenticated callback for each invocation. Through the publicly callable, authorized SyncL2TxHashRelayer, the attacker first populated a valid hash, then reused it while substituting EthereumGateway.sendMessage as the claim target. This executed ZkLink.syncBatchRoot under the legitimate gateway identity, installed an attacker-chosen l2LogsRootHashes root, and withdrew assets using forged proofs.
📌 Attacker: 0xaca0655a11200a80d33d0e48786317304cde5718, 0xDAB137F390dF77caA97fd492540E973fd5e2F8c8
📌 Victims: ZkLink 0x5fd9f73286b7e8683bab45019c94553b93e015cf; L1ERC20Bridge 0xad16edcf7deb7e90096a259c81269d811544b6b6
📌 Vulnerable Contract: Arbitrator 0x1ee09a2caa0813a5183f90f5a6d0e4871f4c6002 (implementation: 0x7a0bb4805ecb7fd3c8dabbe4afa0e91cb1761e34)
Powered by SlowMist.AI
Tx:
etherscan.io/tx/0x4f3c23e75b…
etherscan.io/tx/0x8a7e38b9c2…
砸盘周有人喊:卖 BTC,换超级智能。
资金会轮动,这是真的;把轮动写成「BTC 失效证明」,才是偷换概念。AI 叙事和 BTC 网络效应可以并行,不是二选一考卷。
非投资建议。
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
不是又一个聊天框——是停顿、情绪、语速都像人的语音开箱。
jack 放出的 Dessa:全双工、只在真人对话声音上训出来的,边听边说,能打断也能「嗯嗯」。官方说能在较强的 MacBook 上本地跑;现在还是研究预览,没对外开放接口。
先听听停顿像不像人。支付那套,这帖不聊。
block.xyz/dessa
We believe voice is the most natural way to interact with intelligence, so we created Dessa, the most authentic full-duplex speech model ever built. Talking with it feels like talking with a person…full of emotion, nuance, pauses, and a natural cadence.
block.xyz/dessa
私钥没丢。更烦的是——官网那把「验真」钥匙丢了。
Keystone 官方说,第三方监控工具漏洞让人摸走了 WebAuth 密钥:仿冒机可能通过官网校验。所以他们宁可砸掉库存 18,835 台,发货先停,换新钥再生产。种子和支付信息官方称没泄。
记住:任何「召回 / 寄回助记词」都是钓鱼。别回、别寄、别输种子。
keyst.one/authentication/
不是「Ripple 变银行了」的标题党。
OCC 终批的是联邦信托银行:不吸储、不放贷。能干的是把 RLUSD 的隔离储备和机构托管,塞进联邦监督结构里;币本身仍由纽约 NYDFS 那家信托公司发。
革命说法先放一边——先把信托 ≠ 全能银行说清。
ripple.com/ripple-press/ripp…
Big news heading into @RippleSwell: the @USOCC has granted final approval for Ripple National Trust Bank.
This gives Ripple a federally supervised platform to support $RLUSD and provide digital asset custody to enterprises.
We’ve always said crypto and banks work better together — this is what that looks like. Real innovation, real accountability, federal oversight.
The revolution isn't happening outside the system. It's happening from within it.
大家以为新模型 = 更贵。这次反过来。
Artificial Analysis 测下来,OpenAI 的 GPT-6.1 Terra 是自 GPT-5.6 以来第一款 Terra 级:智力上去了,单次任务成本大概砍到三分之一以下。API 标价大约每百万 token 输入 $1、输出 $5——比上一档 Terra 便宜一半还多。
贵的不一定赢;性价比曲线,才是这轮战场。
artificialanalysis.ai/articl…
OpenAI has released GPT-6.1 Terra, pushing the cost efficiency frontier. It is the first Terra-class model since GPT-5.6, and is more intelligent for less than a third of the cost
Pricing per token is half or less that of GPT-5.6 Terra - at $1/$5 per million input/output tokens vs $2/$12 for the previous model. Cache write has also halved, now at $1.25 per million tokens. Cached input is one quarter at $0.05 vs $0.20 per million tokens.
Key takeaways:
➤ Pareto-optimal for Intelligence vs Cost at low and medium effort: At max effort, GPT-6.1 Terra gains 6 points in the Artificial Analysis Intelligence Index over GPT-5.6 Terra, at less than a third of the cost per task ($0.40 vs $1.40). At lower effort levels the gain is larger, between 7 and 13 points. The low and medium effort levels are Pareto-optimal for cost efficiency, while the other effort levels sit behind the frontier. At max effort, the model scores 4 points below GPT-6.1 Sol and 10 points above GPT-6 Luna in the Intelligence Index.
➤ Pushes the Coding Agent Index cost efficiency frontier: With a score of 48 in the newly released Artificial Analysis Coding Agent Index v2.0, the model is 6 points below GPT-6.1 Sol (54) and 17 points above GPT-6 Luna (31). The xhigh and low effort settings sit on the frontier of cost efficiency in the Coding Agent Index, while other effort levels are behind the frontier.
➤ 50 point drop in hallucination rate: GPT-6.1 Terra guesses 38% of the time when it does not know the answer to a question in AA-Omniscience, our private knowledge and hallucination benchmark. Previously, GPT-5.6 Terra's hallucination rate was 88%. This significant reduction in hallucination is coupled with a 2 point increase in AA-Omniscience accuracy - meaning the model simultaneously answers more questions correctly.
➤ 20 point jump in Terminal-Bench 4.0, small improvements across most evaluations: The model makes significant progress in the terminal-based agentic benchmark, Terminal-Bench 4.0, with a gain of ~20 points, now rivaling GPT-6.1 Sol at max effort. Gains across most other evaluations are smaller, for example, 5 points in GDP.pdf.
Congratulations @OpenAI and @sama on the launch!
大家以为 AI 写代码 = 更多垃圾 PR。
Claude Code 团队这边:Claude 写了约九成代码,合并量翻倍以上,回滚占比反而掉了四成多——不是不审了,是把「读 diff」大半交给流水线,人留在该拍板的地方。
瓶颈从「写」挪到了「证明它没写砸」。
claude.dev/blog/solving-code…



































