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8.05梭哈晨报： 美股真的挺有意思的，很多涨幅和山寨币一样，但是你又知道有价值，昨天蹲财报的人爽了，SPCX多空双炸，AMD直接炸开了半导体。 今天有人赌闪迪吗？ 1. $BTC 看起来走的还行，但是所有人都在等7号的法案通过与否； 2. $ETH 各种利好出现，就是不知道谁在买； 3. $SOL 还是重回MEME了，但是没人玩了啊； 4.Aave CEO：以太坊 EIP 提案或扼杀其借贷与收益场景，削弱 ETH 作为资产的可行性； 5.SpaceX首份财报超预期，但解禁压力下盘后跌超7%； 6.特朗普政府告知AI公司，将不对开放权重模型进行安全测试； 参议院民主党：特朗普 AI 治理政策混乱，正将企业推向中国 AI 替代品； 7.AMD Q2数据中心收入翻倍，但指引未超乐观预期盘后跌近9%； 8.台积电扩大 CoW 封装外包，ASE 等 OSAT 将承接 CoW 产能以缓解 AI 芯片制造瓶颈； 9.SBF上诉被驳回，美国第二巡回法院正式签发结案令； 你都没钱了，谁在乎你呢； 10.比特币桥接服务 Boltz因 AI 攻击速度失控，无限期暂停交换服务； 11.Coinbase政策负责人反驳WSJ对CLARITY法案批评，呼吁参议院通过； 还有两天，会有人在法案通过前发币吗？ 12.纽约梅隆银行与Galaxy合作推出机构加密货币质押服务； 13.美联储施密德：需要更紧缩的货币政策以将通胀恢复至2%的目标； 14.BitMEX的30亿美元保险基金在关闭前大部分已被提取； 15.美英监管机构重申支持稳定币和代币化监管合作； 16.Bybit 获奥地利 EMI 牌照，将在欧洲提供受监管电子货币和支付服务； -------------- 赌吧，不赌没有未来的，赌才是未来，只有大波动大家才能发财，顿悟了市场的最终核心！ 猪哥一直要我发他的珍藏，你们就说这个视频是不是黄？ #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#

Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok. These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet. Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule. Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there. Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash). Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027. Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.

太它妈方便了，多年的程序员都不想写自动化了 微软开源了个有意思的东西，叫 Skill Recorder。 你只要录一遍自己怎么完成一个任务——它会会采集鼠标操作、窗口切换、网页、剪贴板、终端命令和语音讲解——录完之后通过 GitHub Copilot CLI 直接把这套流程重建成一个 SKILL.md，定好自动化。 任务意图 → 通用步骤 → SKILL.md → 定时自动化 说白了它不是传统 RPA 那套靠录屏重放像素坐标，而是把你的网页点击转成更稳定的 API、CLI 或 Agent 原生工具。 举个例子，你演示一次处理 GitHub Issue，它可以基于这条录制生成一个能够批量处理同类 Issue 的 Agent Skill。 目前原生支持 Microsoft Scout 和 Microsoft 365 Copilot Cowork，暂时还不直接支持 Claude Code、Codex 和 OpenCode，但生成的 SKILL.md 可以手动适配。 它代表的是 Agent 工作流的一个方向：不是教 AI 怎么做，而是直接做给 AI 看。 想试的自己扒下来跑一遍，GitHub 872 星还很新，项目还在快速迭代。

“Michael Jordan played for 9 years and said, 'I need a break it's too much… this is overwhelming.' LeBron's like, 'year 24, bring it on.' Think about that.” — Colin Cowherd (via @TheHerd, h/t @awfulannouncing)

📢Meet Qwen3.8-Max — our most capable model to date. Next week, the open weights of Qwen3.8-Max will be released, and Qwen3.8-27B is also going open-weights to meet you all!🎉 Qwen3.8-Max, a new bar for coding and cowork at 2.4T parameters: - Autonomous coding: 10+ days of self-evolving development, from empty folder to production without hand-holding, complete project trace in the GitHub： - Real work, real results: Production-quality deliverables across hundreds of professions. - Long-horizon mastery: System-level autonomous planning with closed-loop adaptive learning, driving 500+ turns of chip design optimization and 365 days of e-commerce strategy. - Native multimodal intelligence: Vision isn't just input — it's a continuous feedback loop for planning, execution, and self-correction. 💰Pricing: Input: $2.0 / M tokens Output: $6.0 / M tokens Implicit Caching: $0.25 / M tokens Start building with Qwen3.8-Max! 🚀 📖 Blog: ✅ Qwen Studio: ⚡ API:

at openai, many people hook their chatgpt up to slack. people really don't like when a coworker's chatgpt contacts them asking for help with a task, even when they'd be perfectly happy doing that same work if asked by that coworker. reinforces how much people care about human relationships and helping each other, and want AI to give time back — or enhance time together — rather than become a layer separating people.