热门话题
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Bonk 生态迷因币展现强韧势头
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有消息称 Pump.fun 计划 40 亿估值发币，引发市场猜测
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Solana 新代币发射平台 Boop.Fun 风头正劲
链上人工智能的现状
> 尽管ERC-8004主网，x402的交易量和交易数量下降超过80%
> @opentensor (Bittensor) 是唯一显示出生命迹象的生态
> α价格总和从~1上涨到1.22，表明价值积累
> 子网在过去7天平均获得38%的收益，超越所有人工智能类别
> 对人工智能代理代币的零售投机已消失
> OpenClaw黑客马拉松（Solana，Monad）和60天虚拟活动等倡议激发了建设者的兴趣，但突破性用例仍待观察
> @AskVenice，私有推理平台是最近唯一的亮点，因为$VVV和$DIEM的价格行动翻倍（由于发行变化+来自收入的每月回购）
> 隐私和安全仍然是链上人工智能中讨论最多的话题，尽管这种兴趣尚未反映在市场价格中
该行业正倾向于数据主权和机构/企业采用（不能在CT上出售投机，而需要向企业和机构出售实用性）
2026年2月17日
The State of CT
> Defi TVL 40% down from 2025 peak
> RWA TVL at ATH ~$20B
> Stablecoins MC at ATH
> Tether + Circle eats 44%+ of on-chain fees (daily)
> Vibes at ATL, nothing much is happening on-chain
> Speculative yields dried out, no standout points system, no high fixed yields
> Only seeing OpenClaw, Seedance 2.0, Privacy, and Peter Steinberger (founder of OpenClaw) on the timeline
> X gradually killing CT biz (Infofi, claim-fee token launcher, agents/slops)
> Peter saying he almost deleted OpenClaw because of crypto community
Broader adoption is happening while CT is leaving.
Literally nothing to do besides playing the long game here.
@opentensor 图片来源：@artemis
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