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📢 OKX Boost 榜单已于 2026 年 9 月 24 日新增以下代币:$TAPEOUTX、$STARLINK、$IGNIX OKX Boost 接下来会持续聚焦 X Layer 早期项目,为用户发现更多优质项目与资产。 查看 OKX Boost 最新动态,或前往 OKX DEX 交易相关资产。 📱:OKX App > 探索 > OKX Boost 🔗 直达:
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重要:TapeOut Protocol V2,核心预告 1、元件插槽:建立闭环的开发者生态 V1版本,只有两种基础零件:NAND 和 LATCH。想做复杂的东西,只能拿几十万个 NAND 硬堆。 V2版本,新增元件设备仓库,重要的是推出“元件插槽”能力。V2版本上线后,任何第三方开发者都可以按照“协议规则”开发各种新的元件,在通过官方审核后,元件就会在设备仓库上架。然后,你的元件就通过TapeOut直接面向全球在线发售了。开发者元件做的越有意义,处理器厂商买的人就越多,获得的该元件的协议手续费分成收入就越高,会获得该元件协议手续费的50%收入分成。该Mint收入实际是BNB,但是系统会自动兑换成$BEM给开发者分成。 2、首发元件: BNN(二值神经网络):256输入隐层,1 BNN  =  336,000 NAND LUT(查表器):一个AES S-box,1 NAND = 1000 官方的 LUT、BNN 自己也是插槽元件,没有特权通道。 开发者写的元件和官方元件走相同流程。 3、元件设备仓库:一台厂能造什么,取决于它购买了什么设备。这是 V2 的经济核心。 处理器厂商烧掉 $BEM  →  买下“造某种元件”的生产能力,用户就可以在它的工厂mint出该元件。 ↓ 处理器厂商定这种元件卖多少钱 ↓ 用户用 BNB 来Mint元件,Mint后拿去流片 需要说明的是,设备分型号,不分大类。BNN-64 / BNN-128 / BNN-256 价格不同 , 因为一个 LUT-16 的表是 LUT-8 的 256 倍大,混在一起会被套利;型号的规格和价格永久不能改。处理器厂商订购元件,需要支付 $BEM ,然后系统会将收到的全部$BEM转进黑洞地址销毁,所有人可查。 因此,V2上线后,BEM流通量 = 总量流通量 − 黑洞余额。 4、协议收入 与 开发者分成。 用户在一座 V2 处理器厂商那里Mint 基础晶体管也好、高级元件也好,会自动收取厂商Mint销售每笔BNB收入的 1% 协议费。用户付的就是厂主标的价,1% 是从厂主的BNB收益里获取的。 给元件开发者的分成 某个元件被厂商采购后,会产生1%的协议收入,有 50% 会分给该元件开发者作为收入分成。不过协议会把收到的BNB在pancakeswap上按照实时价格,自动兑换为$BEM分发给开发者。 5、如何成为元件开发者 只需写几个函数,百八十行代码。 TapeOut官方会提供加法器示例全文 60 行。 具体要点: 1. 纯计算,不读写任何状态,同样的输入必须永远同样的输出,电路一旦流片就是永久的 2. 不能有管理员、不能是代理合约,代码要求是死的 3. 输入必须连着 ,省字节和gas 开发者提交流程:写好 → 部署 → 代码审计 → 提交审核 → 通过后登记插槽 → 上架型号。
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8/26 tapeout晶体管市值数据统计表 从最新的数据统计看,晶体管消耗数量在不断上升,尤其是tapeout更少完成过半消耗。同时Latch随着科学家技术突破迎来了补涨,缩小了与NAND的价差。 最要点出的还是创世晶体管CPU的NAND迎来了暴涨,它是唯一一个跟上$BEM涨幅的品种。很多人在问为什么不能挖矿的CPU反而涨的最猛,因为它就是无用meme。你说sats\ordi\shib\Doge什么用,我也不知道。 当然,测试币就是要发挥它的作用,今天继续空投。没有领过的朋友进入空投页面,我设置了100份空投,每份3颗NAND,你可以用他做简单的电路图矿机。制作手册请进电路学习小组电报群领取。 官方空投链接: 电报群:
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已经跑通挖上了,赚不赚得到钱不知道,但是可以先尝试一下,概念很新颖。 目前 BEM 价格还可以,大概 18 U一个,挂在浏览器上挖就可以。 我把大致的流程总结一下: 💡$BEM / TapeOut 挖矿流程(BNB Chain) 挖矿本身他们叫做 Proof of Design, 大体的流程是: 买晶体管 → 流片成电路矿机 → 认领题目开挖 → 领 $BEM 1)准备 钱包切到 BSC 准备少量 BNB(入门大约 0.01–0.02 BNB 基本够用) 2)买晶体管 打开: 买 TapeOut NAND(入门常见要烧 3 颗) 注意有约 1% 买方手续费 需要提高挖矿权重,可以选择加大 NAND 投入,流更大电路并认领题目 3)画电路并流片 打开: 搭最简「与非门」(2 输入 + 1 NAND + 1 输出) 右侧确认「自检通过」后点 流片上链 晶体管会永久销毁,变成电路 NFT(矿机) 4)开挖 打开: 连接钱包,找到你的矿机 认领题目:#4# 与非门 NAND(进已验证池,分 99%) 点 开始挖矿 钱包会连弹两笔:先 arm,再 start 第二笔大约要在 29 秒内签完 5)领取 开挖后收益会进「待领取」 随时点 一键领取,没有锁仓 没开挖前领取按钮是灰的,不用点 官方地址(防钓鱼) 挖矿: BEM: 0x5ce033B2bFCa3Af30b3e8C8457DeaF776A8b695a 有不懂的问 @Blonskr
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这一篇文章是目前我看到关于tapeout关于未来的可能性发展,实现价值,实现路径,最强的文章。眼睛一亮,对加密市场又充满希望了。 这才是crypto应该有的样子。毫不夸张地说,tapeout告诉我们,区块链的发展成果,究竟应该是什么。 现在加密市场的混乱不堪,价值降智。币安有不可推卸的责任。依仗着巨大流量。两口子,不思进取,没有任何技术创新,没有技术大神加持。沦落到土狗横行,傻逼当道的,满行字就是钱的境地。女当家别抛头露面了,当知心姐姐可以,CEO真的很不太行。知识的贫瘠,可能对tapeout,完全就是懵逼的样子。 最后,喜悦的背后真的很担心tapeout被bsc埋没了。 #tapeout#
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We're coming out of stealth. We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised. Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads. Our first racks ship this summer.
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We’re building an LLM chip that delivers much higher throughput than any other chip while also achieving the lowest latency. We call it the MatX One. The MatX One chip is based on a splittable systolic array, which has the energy and area efficiency that large systolic arrays are famous for, while also getting high utilization on smaller matrices with flexible shapes. The chip combines the low latency of SRAM-first designs with the long-context support of HBM. These elements, plus a fresh take on numerics, deliver higher throughput on LLMs than any announced system, while simultaneously matching the latency of SRAM-first designs. Higher throughput and lower latency give you smarter and faster models for your subscription dollar. We’ve raised a $500M Series B to wrap up development and quickly scale manufacturing, with tapeout in under a year. The round was led by Jane Street, one of the most tech-savvy Wall Street firms, and Situational Awareness LP, whose founder @leopoldasch wrote the definitive memo on AGI. Participants include @sparkcapital, @danielgross and @natfriedman’s fund, @patrickc and @collision, @TriatomicCap, @HarpoonVentures, @karpathy, @dwarkesh_sp, and others. We’re also welcoming investors across the supply chain, including Marvell and Alchip. @MikeGunter_ and I started MatX because we felt that the best chip for LLMs should be designed from first principles with a deep understanding of what LLMs need and how they will evolve. We are willing to give up on small-model performance, low-volume workloads, and even ease of programming to deliver on such a chip. We’re now a 100-person team with people who think about everything from learning rate schedules, to Swing Modulo Scheduling, to guard/round/sticky bits, to blind-mated connections—all in the same building. If you’d like to help us architect, design, and deploy many generations of chips in large volume, consider joining us.
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A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The U.S. reportedly offered Iran a deal to halt the siege and lift sanctions in exchange for reopening the Strait of Hormuz and ending proxy attacks, according to Al Arabiya. Axios also reports that Rubio told several foreign counterparts the U.S. does not plan new strikes on Iran for now, with pressure shifting toward the naval blockade and new sanctions campaign instead. Crude Oil fell 4% and the 10-year treasury bond fell from 4.72% to 4.62%. 2. Global physical gold-backed ETFs $GLD attracted $6.4B of inflows last week, their largest weekly intake since January and the 3rd-largest weekly inflow on record. North America led with $4.4B, followed by Europe at $1.7B and Asia at $300M. This marked the 7th straight week of inflows, with global gold ETFs pulling in $16.4B over that stretch. Total AUM in global gold ETFs rose by $33B last week to $615B, the highest level since the second week of May. 3. Intuit $INTU reported Q4’26 revenue of $4.4B, beating estimates of $4.27B and up 14% YoY. Adjusted EPS came in at $4.03 versus $3.58 expected. Global Business Solutions revenue rose 14% YoY to $3.4B, the Online Ecosystem grew 17% YoY to $2.6B, Consumer revenue increased 14% YoY to $930M, and Credit Karma revenue rose 16% YoY to $743M. For FY27, Intuit guided revenue to $23.3B–$23.5B versus $23.72B expected, while adjusted EPS guidance of $22.88–$23.12 came in well below the $27.32 estimate. The company also raised its dividend 15% YoY to $1.38/share, bought back $5.5B of stock, and has $7.9B remaining on its authorization. Management said its strategy is to win as an AI-driven expert platform while staying disciplined on investments and scaling its big bets. 4. President Trump said the U.S. Navy has removed and/or detonated all mines from international waters in the Strait of Hormuz. He said Iran has been notified that any ship or boat placing new mines will be “immediately and systematically destroyed.” Trump added that Space Force is monitoring every square inch of the Strait, along with Pickaxe Mountain and the three previously destroyed nuclear sites, and said a “Zero Tolerance” policy on mine placement is now in full effect. 5. Canada is responding to U.S. tariffs with new tariffs of its own. The country is raising steel tariffs to 50% from 25%, while roughly 700 products will face new tariff rates of 15%, 25%, and 50%. The measures are set to take effect on September 8, marking another escalation in the U.S.–Canada trade dispute. 6. Anthropic is expected to tell IPO investors its total addressable market exceeds $30T, topping SpaceX’s $28.5T estimate, according to WSJ. The figure represents the potential value of work Anthropic believes AI models could eventually perform, not a direct revenue forecast. Anthropic generated $11.6B in Q2 revenue and could seek to raise as much as $100B at roughly a $2T valuation. IPO documents are expected within weeks, potentially setting up a September or early October listing. 7. OpenAI’s data-center head Chris Malone left the company last week, according to WSJ. Malone joined in March 2025 shortly after Stargate was announced and played a key role overseeing OpenAI’s massive data-center buildout. He previously led data-center strategy at Meta and earlier worked on data-center technology at Google. The departure comes just weeks after OpenAI also replaced its chief revenue officer, adding another senior leadership change as the company races to scale infrastructure, revenue, and compute capacity. 8. ClickHouse has surpassed $350M in annual recurring revenue, up 40% since May, as AI agents drive demand for database and observability infrastructure. OpenAI’s usage has reportedly grown roughly 10x over the past year to more than 30 petabytes of data per day, or around 30T events daily. OpenAI has also shifted parts of its log-management workload from Datadog to ClickHouse over the past year. ClickHouse was valued at $15B in January and says gross margins currently range from 50%–70%. Earlier this year, the company acquired Langfuse to expand deeper into monitoring AI applications and agents. Nebius $NBIS owned a 28% stake in ClickHouse as of May 2025, though that stake has likely been diluted by subsequent fundraising. 9. JPMorgan reiterated its Overweight rating on SpaceX $SPCX with a $240 price target, saying the company’s AI ambitions are coming into sharper focus and that it is increasingly positive on Grok. The firm highlighted SpaceX’s completed acquisition of Cursor on 8/14 as an important step in building enterprise AI capabilities. Cursor brings roughly $4B of ARR as of June 2026, with about 75% coming from businesses, which JPMorgan says should help streamline go-to-market and provide valuable model-training data. The firm also said Cursor data is already showing up in Grok’s supplemental training, with tangible improvements in recent model performance. 10. OpenAI says its new Broadcom-built Jalapeno AI chip outperformed Nvidia $NVDA GB300 in both throughput per watt and response latency during internal testing, according to Bloomberg. The chip is built specifically for inference, not training, and runs at roughly 700 watts. OpenAI plans to begin deploying Jalapeno for its models later this year, saying the performance gap widened on larger workloads, including Moonshot’s Kimi model, and that the chip has also performed well on unreleased OpenAI models. The key caveat is that Jalapeno was tested against GB300, not Nvidia’s newer Vera Rubin generation. OpenAI says a second-generation chip is already nearing tape-out, while work on a third generation has begun. 11. The top 10 most active options today by contracts traded were $NVDA with 1.8M contracts, $TSLA with 1.8M contracts, $AAPL with 636K contracts, $SPCX with 548K contracts, $INTC with 540K contracts, $AMZN with 498K contracts, $MU with 483K contracts, $AMD with 403K contracts, $PLTR with 361K contracts, and $SOFI with 359K contracts. 12. Raymond James raised its Nvidia $NVDA price target to $352 from $330 and reiterated a Strong Buy rating. The firm says Nvidia’s CPU opportunity is becoming more important, especially for agentic AI workloads, even though CPUs are only about 3% of sales today. Raymond James expects CPU revenue to reach roughly 5% of total revenue by CY28 and believes Nvidia could potentially become the world leader in CPU revenue within several years. The firm also argued the stock remains inexpensive, trading at less than 15x CY27 GAAP earnings, below the S&P 500 at 18.6x, despite sales and net income growth still expected to exceed 20% in CY28. Its new $352 target is based on a 22x multiple on CY28 estimates, which Raymond James views as conservative given Nvidia’s leadership, CUDA moat, GPU performance, free cash flow, and history of trading at much higher multiples. WALL STREET IS THE GREATEST SHOW ON EARTH.
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#Titans# QB Will Levis says he’s “100 percent” a starting QB in the NFL. “There are not 32 quarterbacks in this league better than me. … I know I’ve put the tape out there already that I’m a dang good quarterback in this league.”
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The red pagoda printed on classic Chinese takeout boxes traces its roots to Nanjing’s Porcelain Tower Appearing in our video footage, this historic landmark was exhibited at the 48th session of the World Heritage Committee.
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