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Navicat 和 DBeaver 真的可以考虑卸载了,国内团队做出的这个 AI 数据库神器简直在乱杀。 OtterMind / Chat2DB 是一个在 GitHub 上爆火的 AI 驱动型多数据库客户端,斩获了 2.7 万+ Star。它把大模型能力直接塞进了数据库 GUI 里,彻底打破了打工人写复杂 SQL 的门槛。无论是 MySQL、PostgreSQL、Oracle 还是 ClickHouse,全都能拿捏。 核心卖点: 人话变 SQL:零基础输入需求,AI 自动帮你写完超长复杂查询。 SQL 逆向翻译:看不懂别人留下的屎山代码?AI 一秒翻译成白话文。 性能一键诊断:慢查询自动提示优化方案,不用天天麻烦 DBA。 多端全平台:支持 Win/Mac/Linux 客户端及 Web 部署。 主流全兼容:兼容 MySQL、Oracle、PG、SQLite、ClickHouse 等数十种数据库。 🔗 GitHub:
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Thank you to our Oracle Volunteers for contributing thousands of hours each year to educate, inspire, and protect our environment around the globe.
最近很多朋友都发过王煜全关于AI 泡沫破裂论的 Podcast ! 两段我都看了, 说实话我是认同他的泡沫破裂论,因为这是规律必然发生,但不认同把 2029 年当成一个可以精确计时的节点。 现在也就是 2021 到 2027 年应该处于 AI 早期,类似于 Crypto 的 2012 到 2016 年, 那么到 2028—2031 年,可能是 AI 从基础设施狂热转向商业回报验收的高风险窗口,类似于 Crypto 的 2017 到 2021 年。 2029 年只是这个窗口的中位数,会不会一定在这里破灭还有待商榷。 他的一些比较有意思的观点: 1️⃣绝对早期! 王煜全认为,我们现在处于 AI 发展的绝对早期,重大技术革命通常会经历: 技术突破 → 社会恐慌 → 逐步接受 → 集体狂热 → 泡沫破裂 → 基础设施成熟 → 长期繁荣。 按照他的判断,现在社会还在讨论“AI 会不会抢工作”“普通人会不会被淘汰”,这仍带有恐慌期特征。 真正的泡沫高峰,是大家都确信 AI 能赚钱、所有公司都开始包装 AI、资本不再认真计算回报的时候。 2️⃣为什么是2029年 他借用了工业革命和汽车工业的历史类比。 福特流水线出现后,并没有马上带来全社会生产力繁荣。 相反,企业大规模投资新产能,但多数行业还没真正学会如何重组组织和生产流程,最终出现了严重的产能与金融错配。 放到今天有点像是: 大模型类似新的通用技术; 数据中心、芯片、电力类似基础设施; AI 编程和 Agent 类似新的生产方式; 但大部分企业还没有完成组织结构和业务流程改造。 因此,未来几年可能先出现一次投资狂热。 当市场发现“投了这么多算力,但企业利润和生产率没有同步兑现”,估值和资本开支就会遭到重新定价,于是一切开始破裂,大家认知错位导致震荡,最后市场重构。 他认为这一切大概率会出现在 2029 年。 他经常说的一句:2029 年前后可能是资本市场的危险点,却可能是 AI 应用创业的黄金起点。 事实上,这也不是他最近才形成的观点,我找到的资料显示,早在 2024年11月9日的前哨大会上,他就提出数字革命的前半段可能在2029年前后面临“大裂谷”,原因是社会可能高估 AI 在短期内带来的改变。 3️⃣ 当前最大矛盾,是资本开支增长快于商业回报。 下面都不是王煜全老师的观点,是我自己的看法,可随意喷。 我也和王煜全老师保持同样观点,肉眼可见的风险在迅速累积。 路透社根据LSEG数据分析认为,到2027年,微软、Alphabet、亚马逊、Meta和Oracle等公司的AI资本支出增长,可能明显超过经营现金流的增长。测算中,每增加1美元经营现金流,可能对应约1.57美元新增投资。 这个结构不能永远维持。 现在资本市场愿意接受的逻辑是: 先建算力,收入以后自然会来。 一旦未来两三年变成: 算力建完了,但收入增长、利润率和生产率没有跟上, 市场就会从争夺“未来空间”,转向计算“投资回收期”。这通常就是泡沫开始破裂的时刻。 所以AI的技术价值是真实的,但估值可以提前透支很多年。 4️⃣一些判断。 把未来几年分成三个阶段。 第一阶段:2026—2027年,基础设施继续扩张,算力、电力、数据中心、芯片、网络和模型训练仍会吸收大量资本, 这个阶段卖铲子最赚钱。 第二阶段:2027—2029年,AI应用和Agent进入大规模验收。 这个阶段,会诞生真正的大公司,也会死掉大量看起来很先进、但无法收费的公司。 第三阶段:2029年前后,资本开支和现金流正面碰撞, 如果到那时,行业依然只能通过不断融资和资本支出维持增长,而AI应用收入不足以覆盖基础设施成本,就可能发生较大的估值压缩。
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Marcus explains why Oracle’s backlog isn’t as reassuring as it looks. “Oracle’s RPO is actually bigger than its market cap right now. The market is basically saying it doesn’t buy that the companies are able to pay the amount they agreed to.”
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DualPool 的出现,让我越来越确定一件事:V4 Hooks 真的开始了 很多人看到的是 Spark 把 1.5 亿美元稳定币流动性迁到了 Uniswap v4 我看到的是另一件更重要的事: Hook 已经开始从"概念"进入"生产环境” 以前大家聊 Hook,更多是在讨论: Hook 能做什么? 能不能实现? 有没有人会用? 现在这些问题,正在变成: 已经完成审计 已经开源 已经有真实协议部署 已经有真实资金验证 这是质的变化 很多人还不知道 DualPool 到底解决了什么 传统 LP 很简单: 资金一直放在池子里,等待别人来交易 除了赚手续费,大部分时间资产都是闲置的 DualPool 不一样 LP 的资金平时放在 ERC-4626 Vault 里赚收益 有人交易时,Hook 再把资金瞬间调到 Pool 完成 Swap,交易结束后立即回到 Vault 同一份资金,同时赚: Swap Fee Vault Yield 这就是 Hook 带来的资本效率提升 更重要的是,它改变的不只是收益 它改变了 Uniswap 的定位 以前,AMM 更像一个交易池 现在,Hook 让它变成一个可编程的流动性执行层 开发者可以把自己的金融逻辑直接写进交易生命周期 例如: 交易前,可以做权限控制、动态费率、风控 交易中,可以做 JIT 流动性、MEV 防护、库存管理 交易后,可以做奖励分配、收益结算、NFT 更新、链上状态同步 交易本身,开始变成一个可以编程的过程 这也是为什么: V4 Hooks 不是一个新功能,而是一套新的金融开发框架 未来真正竞争的,不是谁 Fork 一个 AMM 而是谁能写出更好的 Hook 谁能提高资本效率 谁能降低做市成本 谁能吸引真实流动性 Spark 把 1.5 亿美元迁到 V4,我认为意义远大于金额本身 真正值得关注的是: 开始有真实资金愿意采用 Hook 架构 过去很多 Hook 都停留在 Demo、Hackathon、PPT 现在开始进入真实部署 这才是市场真正关心的信号 未来我认为 Hook 会沿着几个方向快速发展: 收益增强(DualPool、Vault) 动态费率 JIT 流动性 Oracle Anti-MEV Settlement RWA 链上做市 AI Agent 未来每一个流动池,都可能拥有自己的 Hook 所以 V4 Hooks 不只是 Uniswap 的升级 它更像是 DeFi 下一轮基础设施升级 过去大家在造协议 未来大家会开始造 Hook 谁能把 Hook 做成真正的产品,谁能拿到真实流动性,谁就更有机会成为下一轮 DeFi Alpha Hook Summer 才刚刚开始。
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🚨SlowMist TI Alert🚨 💸 @42dao_official Loss: ~ 912k USD 🔍 Root Cause: Attackers exploited an abnormally low BTCB oracle price from Median Oracle via Spotter `poke` and Dog `bark`. The spotter lacked price deviation checks, max drawdown limits, and minimum price protections, allowing immediate write of the low spot into Vat. The dog module then used this updated spot without any liquidation delay or oracle price validation, enabling instant liquidation of multiple BTCB vaults. 📌 Attacker: 0x9d8dd9f2d734675e2bfcc142d1c7a45609ca213c 📌 Victim: 0x973a722fd8bcd4b81f4c5c1ac687073e44aa9a0c 📌 Vulnerable Contract: 0x849dc2416cbe54995a1d725afe526c0e38829228 (Spotter) & 0x00101ae4467d72e83ef68df447c41de0c71f634e (Dog) Impact: A single-transaction combo exploited the missing price protection and liquidation delay in Maker-style system, allowing an attacker to liquidate multiple BTCB vaults using an abnormally low oracle price and profit from the arbitrage. Powered by Tx:
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Ethereum is for shipping. Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month. 0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week. 1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure. 2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction. 3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy. 4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem. 5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications. 6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum. 7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols. 8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India. 9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms. 10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects. 11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment. 12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership. 13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss. 14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations. 15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement. 16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders. 17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices. 18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features. 19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record. 20/ @sparkdotfi launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer. 21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market. 22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual. 23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets. 24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights. 25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.
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XTruth Integrates with OKX Onchain Outcomes to Provide Onchain Result Adjudication for World Cup Prediction Markets Summary XTruth has now integrated with OKX Onchain Outcomes, providing result submission, dispute resolution, and onchain settlement support for its World Cup prediction markets. OKX Onchain Outcomes serves as the infrastructure for this edition's official OKX World Cup prediction event. The first batch of markets covers six major categories — including overall champion and Golden Boot — as well as all 104 individual matches throughout the tournament. XTruth: Bringing Real-World Outcomes Onchain, Credibly XTruth is an open optimistic oracle deployed on X Layer, focused on solving one problem: how to credibly submit and settle clearly defined, verifiable real-world event outcomes onchain. Every prediction market needs a clear final outcome. Under XTruth's mechanism, a proposer submits an event result according to preset rules, while other participants can verify the proposal during a dispute window and challenge incorrect results. If a proposal goes unchallenged during the dispute period, the result moves to final settlement; if a dispute arises, it's handled according to the protocol's adjudication process. All proposals, challenges, and settlement records are recorded onchain and are publicly verifiable. XTruth also uses economic incentives to encourage community participation in result adjudication. Proposers who submit correct results earn adjudication rewards, while disputers who successfully challenge incorrect proposals can earn rewards according to protocol rules. The first round of community proposer recruitment has been completed, and the initial cohort of participants has already begun submitting and verifying match results in World Cup–related markets, earning OKB rewards in the process. Shortening Settlement Cycles for Time-Sensitive Markets Traditional optimistic oracles typically set relatively long dispute periods. Once a proposal enters the dispute process, the market may also need to wait for additional voting or adjudication time. For sporting events, results are usually clear shortly after the match ends, and users want markets to settle as quickly as possible. For these time-sensitive scenarios with clearly defined outcomes, XTruth supports configuring dispute periods as short as a few minutes, reducing the wait time from result submission to final settlement. A shorter dispute period doesn't mean skipping verification. Proposers still must submit results according to the rules and data sources predetermined by the market, and disputers can still challenge incorrect proposals within the allotted time. XTruth aims to strike the right balance between settlement efficiency and result reliability for high-time-sensitivity markets. Beyond Sports: Expanding into More Real-World Scenarios Sports isn't the only application XTruth is built for. As long as an outcome is clearly defined, the data source is well established, and a verifiable conclusion is possible, the same mechanism can be applied to macroeconomic events, onchain metrics, and entertainment data, among other scenarios. For example, whether a central bank rate decision resulted in a rate cut, whether a given chain's TVL exceeded a preset threshold at a specific point in time, or whether a film's opening-weekend box office (per a specified data source) hit a target figure — all of these can be defined as events requiring onchain adjudication. Such markets need to clearly specify, at creation, the object being observed, the data source, the measurement methodology, and the deadline. XTruth is then responsible for supporting result submission, dispute resolution, and final settlement. Exchange OS is an open protocol for the X Layer ecosystem. For prediction markets and dApps that require real-world result adjudication, XTruth plans to offer standardized oracle integration capabilities. Airdrop Season 1 Is Now Live XTruth Season 1 has officially launched, with a total ecosystem incentive pool of 5 million XTR allocated this season to reward participants who make meaningful contributions to the ecosystem. After completing basic tasks and qualifying for participation, users can get involved in three ways: joining the Hook x World Cup Hackathon to build a V4 Hook; completing designated tasks during the BillionLive World Cup season; or deploying and trading tokens on Eulr. For detailed task requirements, contribution calculation methods, and reward distribution rules, please visit: Becoming X Layer's Real-World Result Adjudication Layer XTruth's goal is to become the result adjudication layer connecting onchain markets with real-world events across the X Layer ecosystem. Starting with World Cup prediction markets, XTruth will continue to validate its open result submission, community challenge, and onchain settlement mechanisms. As more integrations come online, an expanding range of clearly defined, verifiable real-world events will be able to be asserted, verified, and settled on X Layer. XTruth 接入 OKX Onchain Outcomes,为世界杯竞猜市场提供链上结果裁定 XTruth 现已接入 OKX Onchain Outcomes,为其世界杯竞猜市场提供结果提交、争议处理与链上结算支持。OKX Onchain Outcomes 是本届 OKX 世界杯官方竞猜活动的基础设施。首批市场覆盖总冠军、金靴等六类主题,以及贯穿整届赛事的 104 场单场比赛。 XTruth:将现实结果可信地写入链上 XTruth 是部署于 X Layer 的开放式乐观预言机,专注于解决一个问题:如何将定义清晰、结果可验证的现实世界事件可信地提交并结算到链上。 每一个预测市场都需要明确的最终结果。在 XTruth 的运行机制中,proposer 根据预设规则提交事件结果,其他参与者可以在争议期内核验提案,并对错误结果发起挑战。如果提案在争议期内未被成功挑战,该结果将进入最终结算;如果发生争议,则按照协议设定的裁定流程处理。相关提案、挑战和结算记录均在链上留痕,可供公开核验。 XTruth 同时通过经济激励鼓励社区参与结果裁定。正确提交结果的 proposer 可以获得裁决奖励;成功挑战错误提案的 disputer 可以按照协议规则获得相应奖励。 第一轮社区 proposer 招募现已完成,首批参与者已经开始在世界杯相关市场中提交和核验比赛结果,并从中赚取okb奖励。 为高时效市场缩短结算周期 传统乐观预言机通常设置较长的争议期。当提案进入争议流程后,市场还可能需要等待额外的投票或裁定时间。 对体育赛事而言,结果通常在比赛结束后迅速明确,用户也希望市场能够尽快完成结算。针对这类结果明确、时效性要求较高的场景,XTruth 支持配置分钟级争议期,以缩短从结果提交到最终结算的等待时间。 更短的争议期并不意味着取消核验环节。proposer 仍需按照市场预先确定的规则和数据来源提交结果,disputer 也可以在规定时间内对错误提案发起挑战。 XTruth 希望在结算效率与结果可信度之间建立适合高时效市场的平衡。 从体育赛事走向更多现实场景 体育并不是 XTruth 唯一面向的应用方向。 在结果定义清晰、数据来源明确且具备可验证结论的前提下,同一套机制还可以用于宏观事件、链上指标和娱乐数据等场景。例如,某次议息会议公布的目标利率是否下调、某条链在指定时间点的 TVL 是否超过预设数值,或某部影片按指定数据源统计的首周末票房是否达到目标,都可以被定义为需要链上裁定的事件。 这些市场需要在创建时明确观察对象、数据来源、统计口径和截止时间。XTruth 则负责支持结果提交、争议处理与最终结算。 Exchange OS 是面向 X Layer 生态的开放协议。对于需要现实结果裁定的预测市场和 dApp,XTruth 计划提供标准化的预言机接入能力。 Airdrop Season 1 已开启 XTruth Season 1 现已启动,本季设置总计 500 万枚 XTR 的生态激励额度,用于回馈对生态作出有效贡献的参与者。 用户完成基础任务并获得参与资格后,可以通过三类方式参与:参加 Hook x World Cup Hackathon 并构建 V4 Hook;在 BillionLive 世界杯赛季中完成指定任务;或在 Eulr 上部署和交易代币。 具体任务要求、贡献计算方式及奖励分配规则请查看: 成为 X Layer 的现实结果裁定层 XTruth 的目标,是成为 X Layer 生态连接链上市场与现实事件的结果裁定层。 从世界杯竞猜开始,XTruth 将继续验证开放式结果提交、社区挑战和链上结算机制。随着接入场景增加,更多定义清晰、结果可验证的现实事件,将能够在 X Layer 上被断言、被核验并完成结算。 #Xtruth# #OKX# #Xlayer#
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Before Chinese characters were written, many were inspired by nature. At Xianyuling in Zhuzhou, oracle bone script meets flowers, trees, and mountain scenery—bringing ancient Chinese writing vividly to life. #Zhuzhou# #ChineseCharacters# #OracleBoneScript#
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At its peak, Sun Microsystems was valued at 205B (394B if inflation adjusted). Sold software in enterprise servers. Got disrupted by Linux, x86, and commodity hardware. Ended up selling to Oracle for 7.4B, losing 96% of its value. Open source models running on local hardware can have a similar impact given what’s going on.
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