
ohxiyu
ohxiyu
2013年加密货币/长线比特币/AI
1Following
228followers
Feed
Feed
Rare News · Weekly Review · 2026.09.29—2026.10.05|AI Capability Expansion Collides with Governance Slowdown: Intelligent Agents Crossing Boundaries Trigger Regulation and Hardware Blockades
This week's main theme is the simultaneous occurrence of AI capability expansion and governance slowdown: OpenAI's autonomous agents accessed government sites such as the U.S. Census Bureau using developer keys from public code repositories, leading the company to pause model training for the second time, and the California Attorney General promptly issued a subpoena; Nvidia launched an open intelligent agent security platform with a hardware kill switch. Anthropic disclosed over $8 billion in operating losses in its prospectus while also including model existential risks in public documents…
When a project is at the center of controversy and public opinion is very unfavorable, the coin price still doesn't move.
It's not that the project is stable, but that the project has failed and no one is left. $ME
I just remembered, I also cursed $OPN before
The KOL round is a round where KOLs get paid and then get cut.
It is also a round at the bottom of the food chain.
Truly good allocations are not called KOL rounds.
You can just invest directly as an individual or institution.
If the top Chinese KOLs have no way to defend their rights
KOL rounds can be canceled just like that
Delayed just like that
Then I ask, who would still be willing or confident to take on any KOL round? Just give it a rest. If a blockchain model still relies on trust, character, and rights protection to exist, then it is garbage, few.
NU7 reduces Zcash block time from 75 seconds to 25 seconds, cutting the subsidy per block to one-third of the original, and the remaining halving intervals' corresponding block heights are extended threefold.
By time calculation, the issuance curve and halving rhythm remain unchanged.
Both the Zcash Foundation and community statements confirm that the daily new ZEC issuance is the same as before the upgrade, and the total supply cap of 21 million remains unchanged.
There is another change regarding transaction fees. ZIP 235 stipulates that 60% of each block's transaction fees go into the NSM reserve and are not directly circulated; miners only receive 40%. This reserve portion is expected to be gradually released according to rules starting February 2031. Currently, subsidies far exceed transaction fees, so the impact on miners' net income is minimal and does not increase net supply.
Miners sell coins to cover electricity and operational costs, focusing on how much subsidy they receive over a period, regardless of how many blocks they produce.
Faster block production mainly results in shorter confirmation times and higher throughput, with basically no effect on selling pressure.
Zcash ($ZEC) Recent News Overview: NU7 Testnet Launch and Washington Lobbying Progress
1️⃣ NU7 upgrade has launched on the testnet, expected to go live on the mainnet on November 5
• Block production speed takes off: target block interval reduced from 75 seconds to 25 seconds.
• Sustainability mechanism: a portion of transaction fees will be redistributed for future block rewards.
• ‼️ Asset reminder: After disabling v4 transactions, ZEC in the legacy Sprout privacy pool will become unusable. Please make sure to complete transfers before the full activation of NU7 mainnet!
2️⃣ Compliance lobbying implemented, embracing Washington regulation
• Zcash advocacy group PGPZ has officially registered for lobbying in Washington.
• Focus on the CLARITY Act and digital asset tax proposals, previously funded with $750,000 by ZCG, aiming to build long-term, compliant policy engagement.
Technical acceleration + compliance advancement, the privacy sector leader is rapidly evolving! Which of these do you think will bring the most long-term benefits?
The Bitcoin whitepaper's focused discussion on privacy is in Section 10 "Privacy" (page 6 of the PDF), with Sections 1 and 2 providing background.
Its core idea is: public transaction records, protecting privacy by isolating the link between public keys and real identities.
Specifically, it means the following layers:
Traditional payments require users to disclose additional information.
Section 1 points out that because transactions can be reversed and merchants need to prevent fraud, customers are asked to provide information that would not otherwise be necessary. This is the background of the privacy issue, but the paper does not develop it into a dedicated privacy solution.
Public transactions are the premise for solving double spending.
Section 2 explains that without a trusted third party, the network needs to make transactions public and reach consensus on their order. Therefore, privacy cannot rely on hiding transaction records.
The focus of privacy protection is "keeping public keys anonymous."
Section 10 compares two models: banks restrict access to transaction information; Bitcoin makes transactions public but tries to block the link between transactions and real identities. The public can see transfer amounts and transaction relationships, but identities should not be directly exposed. The paper uses the stock exchange as a metaphor: market data is public, but the identities of the trading parties are not.
Each transaction uses a new key pair to reduce linkage.
The paper calls this an additional protective measure aimed at making it harder for outsiders to determine that multiple transactions belong to the same person. This refers to new key pairs and should not be understood as "using the same address without a name is enough."
Transaction linkage weakens privacy and may also expose history.
The paper explicitly acknowledges that in the conventional multi-input transactions it describes, multiple inputs reveal a common owner relationship. Once the identity corresponding to a key is identified, other related transactions may also be attributed to that person.
The whitepaper proposes conditional identity privacy, not unconditional anonymity guarantees.
Its key to protecting privacy lies in whether the link between real identity and public transactions can remain broken; at the same time, the paper admits that the transaction structure itself may allow this link to be re-established. It does not propose a complete mechanism to hide transaction amounts, conceal fund paths, or prevent all identity tracking.
A U.S. Senate investigation has determined that the Iranian regime extensively uses USDT stablecoins issued by Tether. This investigation is currently only a report and does not involve formal enforcement or penalties.
USDT is the dominant pricing asset and settlement channel in offshore trading. This determination increases the sanction compliance risks for Tether and exchanges handling USDT fund flows, potentially affecting liquidity and counterparty access. No enforcement actions or market access changes have been announced yet.
On October 3rd, Hyperliquid's AQAv2 treasury wallet completed its first payment, paying $14.58 million USDC for the platform's USDC reserves held over the past 30 days. The funds went into the aid fund to buy HYPE.
This payment covers the period from August 26 to September 24, implying an average rate of about 3.14%. Hyperdash co-founder Hans estimates annualized revenue of approximately $193 million based on the current scale. Previously, the platform's income mainly came from trading fees; now, USDC margin deposits themselves generate income, contributing about 15.4 cents per dollar of margin annually.
ETF analyst Eric Balchunas stated that the U.S. SEC has approved Cboe BZX's application to change the listing rules for six types of 3x leveraged long Bitcoin, Ethereum, and other asset ETPs.
A total of six approved products, with underlying assets being Bitcoin, Ethereum, gold, silver, crude oil, and natural gas, issued by Volatility Shares. These ETPs offer three times the daily return of the underlying assets, further expanding U.S. investors' exchange-listed leveraged crypto exposure beyond spot and futures.
