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筹备了蛮久，我们将在 11 月 3 日在香港 Ethereum Hub 举办 Devcon 香港分会场，由于种种原因不能去 Devcon 的小伙伴，咱们可以香港见，陆续会公布更多重磅嘉宾！
🎉Devcon香港分会场｜11月3日，相聚香港
以太坊基金会@ethereumfndn、ETHTAO @Ethtao_Ethtao 、Ethereum HK Hub @ethereumhkhub携手 Devcon 团队@EFDevcon ，将于 2026 年 11 月 3 日在香港举办 Devcon香港分会场。
✨活动将围绕 Devcon 我们诚邀亚洲华语社区的开发者、研究者与社区伙伴加入，交流想法、分享实践，一起在香港共庆以太坊生态盛会！
🤩更多重磅嘉宾将陆续公布。
👇注册信息
⏰时间：11月3日
🔗注册地址：luma.com/cfthgx9l
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Leo⟠ retweeted
Building from Chiang Mai, together.
🎥 Vitalik Buterin speaking at the launch of the Nimman Innovation Sandbox—a new space for Thai and international builders to develop and test ideas alongside local institutions.
At 4Seas, we’re excited to see our community connect with vation ecosystem across three areas: AI & digital technology, healthy longevity, and smart cities.
Launched by Thailand’s Digital Economy Promotion Agency (depa) and Zu Chiangmai, the initiative brought together representatives from the National Innovation Agency (NIA), NDEA, Block Mountain, and Chiang Mai University’s College of Arts, Media and Technology (CAMT).
The sandbox connects builders with existing support channels through depa and NIA, while depa also coordinates investment and Smart Visa pathways with Thailand’s Board of Investment (BOI), subject to the relevant eligibility requirements.
For us, this is an invitation to build lasting connections between international talent and local knowledge—and turn shared ideas into projects that matter here.
#ChiangMai #ZuChiangmai #4Seas #HealthyLongevity
🎥 Vitalik Buterin speaking at the launch of the Nimman Innovation Sandbox—a new space for Thai and international builders to develop and test ideas alongside local institutions.
At 4Seas, we’re excited to see our community connect with vation ecosystem across three areas: AI & digital technology, healthy longevity, and smart cities.
Launched by Thailand’s Digital Economy Promotion Agency (depa) and Zu Chiangmai, the initiative brought together representatives from the National Innovation Agency (NIA), NDEA, Block Mountain, and Chiang Mai University’s College of Arts, Media and Technology (CAMT).
The sandbox connects builders with existing support channels through depa and NIA, while depa also coordinates investment and Smart Visa pathways with Thailand’s Board of Investment (BOI), subject to the relevant eligibility requirements.
For us, this is an invitation to build lasting connections between international talent and local knowledge—and turn shared ideas into projects that matter here.
#ChiangMai #ZuChiangmai #4Seas #HealthyLongevity
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Leo⟠ retweeted
Vitalik：以太坊的第一优先级是活下来
11 月 4 日，以太坊联合创始人 Vitalik Buterin @VitalikButerin 表示，以太坊未来十年的第一优先级应该是生存下来，并守住安全、隐私与开源等核心属性。
他认为，在 AI 每年都在颠覆一切的时代，以太坊应该将精力从 5% 的渐进式改善转向 5 优先解决真正重要的问题，停止过早优化。
来源：Ethereum Foundation
11 月 4 日，以太坊联合创始人 Vitalik Buterin @VitalikButerin 表示，以太坊未来十年的第一优先级应该是生存下来，并守住安全、隐私与开源等核心属性。
他认为，在 AI 每年都在颠覆一切的时代，以太坊应该将精力从 5% 的渐进式改善转向 5 优先解决真正重要的问题，停止过早优化。
来源：Ethereum Foundation
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AI 对形式化验证的效率提升是 100 倍以上的，可以预计在不久的未来，以太坊及以太坊核心生态应用将会实现全形式化验证，有效（并非完全）消除大部分攻击风险，也会是以太坊对其他所有链最大的护城河之一，安全，安全，还是安全。
Vitalik Buterin：没有 AI，以太坊剩下的路线图可能要花 20 年
2026 年 11 月 4 日，以太坊联合创始人 Vitalik Buterin @VitalikButerin 在 Moneycontrol @moneycontrolcom 采访中表示，lean Ethereum 是以太坊未来几年要推进的一系列升级，目标是把零知识证明和 AI 尽可能广泛地用上。
风险太多，但如今技术已经成熟。他表示，有了 AI 才能快这么多，尤其是用 AI 辅助做形式化验证，确认新写的代码是否安全。
来源：Moneycontrol
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哈，我说这么熟悉，原来是之前在做 ZK wormhole 的团队，讲得很棒，感谢翻译。
hi @jimjim_eth , 你的演讲超棒，我翻译为了中文👋 x.com/i/article/2119…
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Leo⟠ retweeted
Vitalik Buterin 发文表示，相比依赖交易手续费销毁来支撑估值，ETH 更应突出价值储存（SoV）属性。他认为，手续费销毁形成的估值支撑并不稳固，过度追求销毁收入可能促使以太坊维持较高 Gas 费用、强化协议治理干预，从而损害去中心化及抗控制能力。相比之下，价值储存定位更符合以太坊在抗审查、隐私、安全和长期稳定性方面的优势。Vitalik 强调，EIP-1559 及其销毁机制应继续保留，但即使手续费销毁量长期不足以抵消 ETH 新增发行量的 10%，也不应视为问题，ETH 的价值应来自其他方面。
wublock123.com/news/vitalik-e…
wublock123.com/news/vitalik-e…
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Leo⟠ retweeted
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".
Three primary reasons:
1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.
The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
Three primary reasons:
1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.
The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
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形式化验证技术去年的时候没几个人感兴趣，今年几乎成了任何一个大型项目上线前的标配，以太坊 L1 会是第一个完成全形式化验证的区块链。
🗓️以太坊日报 2026-11-06
【区块链技术讨论】
1⃣@tcoratger 强调Mission 2028将形式化验证置于核心，EthLib是重要组成部分，需要更多贡献者推动 [原文] (x.com/tcoratger/stat…)
2⃣@asn_d6 列出2026年SNARKs野外部署的十大担忧，包括实现漏洞(9/10)、Lean规范审计难度(8/10)、哈希长期安全(7/10)等 [原文] (x.com/asn_d6/status/…)
3⃣@weboftrees 分享@robsaltini将在Devcon8进行Lean中共识协议形式化验证的会议 [原文] (x.com/weboftrees/sta…)
4⃣@DrewVdW 预告ready4merge播客新集将讨论以太坊区块空间话题 [原文] (x.com/DrewVdW/status…)
5⃣@casparschwa 提及"pq makes you feel alive"，暗示后量子密码学进展 [原文] (x.com/casparschwa/st…)
【学术合作动态】
1⃣@casparschwa 表示@ethlabs_org与@ethereumfndn合作进展顺利，并引用@binji_x"我们可能在不同公司工作，但我们都为以太坊工作" [原文] (x.com/casparschwa/st…)
【行业观点碰撞】
2⃣@barnabemonnot 引用@ethereumfndn表示2026年是以太坊历史上社会层去中心化最有意义的一年，新组织如@ethlabs_org出现 [原文] (x.com/barnabemonnot/…)
3⃣@danceratopz 引用@pcaversaccio观点：以太坊改变世界是因为它拒绝融入，具有奇怪、偏执、对抗性、技术性和不可捕获的特质 [原文] (x.com/danceratopz/st…)
4⃣@jchaskin22 反思早期网络教训，认为"只是运行一个节点"注定失败，主张使用密码学使默认可验证而不改变用户体验，提及Bybit前端被黑导致15亿美元损失案例 [原文] (x.com/jchaskin22/sta…)
5⃣@TrustlessState 分析Maxime Waters新法案将加密监管权从CFTC转移到SEC的影响，认为这可能使未来更容易安装Gary Gensler 2.0 [原文] (x.com/TrustlessState…)
6⃣@DefiIgnas 认为无许可永续DEX具有巨大产品市场契合度，人们需要交易因地理限制无法获得的资产 [原文] (x.com/DefiIgnas/stat…)
【开发者生态】
1⃣@pcaversaccio 介绍TheDAO Security Fund开放安全倡议资助，重点推荐形式化验证Vyper编译器和生产就绪的本地优先Safe UI [原文] (x.com/pcaversaccio/s…)
2⃣@base 宣布Base Denim主网上线，实现原生200ms区块、BaseTime毫秒级精度和B20代币改进（包括转账代理批准、地址列表复用等）[原文] (x.com/base/status/21…)
3⃣@austingriffith 在Devcon举办Open Hardware Zone活动，推广Wedgie开源硬件钱包，约100人参与构建 [原文] (x.com/austingriffith…)
4⃣@gballet 宣布Go Ethereum现已支持自动Fedora软件包构建 [原文] (x.com/gballet/status…)
5⃣@ameensol 介绍0xprivacypools v2设计，@0xbowio团队作为ASP（关联集提供者），实现隐私与合规的平衡 [原文] (x.com/ameensol/statu…)
6⃣@yq_acc 呼吁以太坊和加密行业需要更多初创公司或至少OPC（开放源代码/公共产品）[原文] (x.com/yq_acc/status/…)
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活下来
以太坊联创 Vitalik 在接受专访时表示：“我觉得总体来看，越来越多的人意识到：未来两年，他们的首要任务不是赢，而是活下来。
我预计币安会这么做。我预计所有主要的交易所、托管机构和金融机构也都在这么做。”
以太坊联创 Vitalik 在接受专访时表示：“我觉得总体来看，越来越多的人意识到：未来两年，他们的首要任务不是赢，而是活下来。
我预计币安会这么做。我预计所有主要的交易所、托管机构和金融机构也都在这么做。”
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Leo⟠ retweeted
OpenAI 刚发了篇硬核安全报告《A thousand fewer paths to root》。他们花 120 万美元 API 额度 让自家的安全大模型全自动扫描 Linux 内核，12 小时找出 2308 个疑点，真刀真枪复现了 1724 个漏洞，并直接写出了 948 个能夺取最高权限（Root）的攻击脚本和对应补丁，期间甚至自己发明了 10 种全新的攻击手法。算下来写一个可用提权脚本平均只要 359 美元，如果拿去谷歌漏洞悬赏能赚 45 倍回报，OpenAI 直言现在用 AI 挖漏洞在财务上已经能净赚了，没打最新补丁的系统普通账号基本等于裸奔。 x.com/OpenAI/status/…
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香港飞上海的飞机，想到几个暴论：
1.在 ai 的冲击下，现有的互联网完蛋了，需要大规模重建。
2.安全第一，而 local service 会越来越重要
3.Not your chip，Not your data/assets.软件和 saas 完了，未来只有数据和 llm。
4.Vitalik 是对的
重建互联网可能是赛博朋克大会的一个好的主题 @lurenbian
1.在 ai 的冲击下，现有的互联网完蛋了，需要大规模重建。
2.安全第一，而 local service 会越来越重要
3.Not your chip，Not your data/assets.软件和 saas 完了，未来只有数据和 llm。
4.Vitalik 是对的
重建互联网可能是赛博朋克大会的一个好的主题 @lurenbian
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Leo⟠ retweeted
Q&A: @audreyt & @VitalikButerin
Ethereum’s priorities for the next decade
– first priority is surviving. institutions appreciate Ethereum not for speed, but for the fact the chain has never gone down. if Ethereum is not secure, it can’t make anyone else secure. if it’s not private,lse be private. if it’s not open source, nothing built on top is open source
– stop doing: chasing 5% improvements when AI is turning everything over every year. chase the 5x instead. “helping people get 4.8% APY instead of 4.2% APY is fundamentally not interesting”. the applications that matter reduce the chance of a negative 100% APY. make simple and basic things good rather than hyper-optimising everything
fragmentation
– core R&D participation still has elements of being a social game. AI competitions may help: everyone who contributes is technically a core dev. anything that can be measured gets accelerated through AI; the things that can’t become the hard problem, but at least a smaller one
– privacy is the clearest example of taste-level fragmentation: data confidentiality, anonymity, metadata privacy, short-term privacy (front-running resistance), payment privacy, DeFi privacy... all different trade-offs with provable upper limits. sometimes different positions on the impossibility triangle are legitimate; sometimes a bigger solution turns the tribal warfare into a slider (even presenting the slider as common knowledge is progress, right now it feels zero-sum)
AI agents managing community treasuries
–a special case of the alignment problem, or “the ultimate problem facing humanity”. expects not one answer but a hundred answers each solving 1% of the problem
– any agent governing community assets sits in a sandbox, even when it has the keys: who picks the AI, who controls training, who decides on upgrades, who defines what counts as a big decision, what’s the process for feedback. those sandbox rules still have to be decided by people
– alignment by process: agentic systems earn trust by trusting the community more, not by a single designer setting rules from above
privacy vs transparency
– it’s about power asymmetry. concentrated power owes more transparency; lesser power is owed more privacy. the North Star is de-totalisation
– in practice, lines don’t get drawn by philosophers, they get drawn when two factions fight long enough, get tired, and need a peace settlement they can live with. that’s how the Magna Carta and the Peace of Westphalia happened
– influence it by building practical solutions that give more of the good kind of transparency and more of the good kind of privacy at the same time
– “be the agent you want to see in the world”
agents onchain
– audience question: if everyone can see how my agent works, scammers can too - does openness actually make it safer? answer: “I don’t think we want to put our agents on-chain”
P(doom)
– Audrey: “my P(doom) is NaN” - current model interpretability can’t read the neurons of very large models. visibility is zero; zero divided by zero is Not a Number
– on cyber apocalypse: it’s already happening. “assume breach” used to be a slogan; now anything you collect is probably already breached. the real apocalypse is the day all that leaked PII comes back to bite everyone
AI meets Ethereum (Vitalik)
– most excited: speed-running cryptography. the zero-knowledge proof singularity - a single ZKP verifying everything. indistinguishability obfuscation was always “30 years away”; AI is accelerating things he thought wouldn’t arrive for a quarter century
– most worried: “it’s like the dog-in-a-fire meme. we are the dog. the fire is creating diamonds that could go into chips and make everything awesome, but it’s also burning the house, and we have to take care of the house”
which phone does Vitalik have? does he use hot or cold wallets? which fridge does he have in his house? what does he think of India? watch the stream of @EFDevcon to find out!
x.com/EFDevcon/statu…
Ethereum’s priorities for the next decade
– first priority is surviving. institutions appreciate Ethereum not for speed, but for the fact the chain has never gone down. if Ethereum is not secure, it can’t make anyone else secure. if it’s not private,lse be private. if it’s not open source, nothing built on top is open source
– stop doing: chasing 5% improvements when AI is turning everything over every year. chase the 5x instead. “helping people get 4.8% APY instead of 4.2% APY is fundamentally not interesting”. the applications that matter reduce the chance of a negative 100% APY. make simple and basic things good rather than hyper-optimising everything
fragmentation
– core R&D participation still has elements of being a social game. AI competitions may help: everyone who contributes is technically a core dev. anything that can be measured gets accelerated through AI; the things that can’t become the hard problem, but at least a smaller one
– privacy is the clearest example of taste-level fragmentation: data confidentiality, anonymity, metadata privacy, short-term privacy (front-running resistance), payment privacy, DeFi privacy... all different trade-offs with provable upper limits. sometimes different positions on the impossibility triangle are legitimate; sometimes a bigger solution turns the tribal warfare into a slider (even presenting the slider as common knowledge is progress, right now it feels zero-sum)
AI agents managing community treasuries
–a special case of the alignment problem, or “the ultimate problem facing humanity”. expects not one answer but a hundred answers each solving 1% of the problem
– any agent governing community assets sits in a sandbox, even when it has the keys: who picks the AI, who controls training, who decides on upgrades, who defines what counts as a big decision, what’s the process for feedback. those sandbox rules still have to be decided by people
– alignment by process: agentic systems earn trust by trusting the community more, not by a single designer setting rules from above
privacy vs transparency
– it’s about power asymmetry. concentrated power owes more transparency; lesser power is owed more privacy. the North Star is de-totalisation
– in practice, lines don’t get drawn by philosophers, they get drawn when two factions fight long enough, get tired, and need a peace settlement they can live with. that’s how the Magna Carta and the Peace of Westphalia happened
– influence it by building practical solutions that give more of the good kind of transparency and more of the good kind of privacy at the same time
– “be the agent you want to see in the world”
agents onchain
– audience question: if everyone can see how my agent works, scammers can too - does openness actually make it safer? answer: “I don’t think we want to put our agents on-chain”
P(doom)
– Audrey: “my P(doom) is NaN” - current model interpretability can’t read the neurons of very large models. visibility is zero; zero divided by zero is Not a Number
– on cyber apocalypse: it’s already happening. “assume breach” used to be a slogan; now anything you collect is probably already breached. the real apocalypse is the day all that leaked PII comes back to bite everyone
AI meets Ethereum (Vitalik)
– most excited: speed-running cryptography. the zero-knowledge proof singularity - a single ZKP verifying everything. indistinguishability obfuscation was always “30 years away”; AI is accelerating things he thought wouldn’t arrive for a quarter century
– most worried: “it’s like the dog-in-a-fire meme. we are the dog. the fire is creating diamonds that could go into chips and make everything awesome, but it’s also burning the house, and we have to take care of the house”
which phone does Vitalik have? does he use hot or cold wallets? which fridge does he have in his house? what does he think of India? watch the stream of @EFDevcon to find out!
x.com/EFDevcon/statu…
Devcon Mumbai | Main Stage x.com/i/broadcasts/2…
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昨天在 Devcon 香港分会场，我邀请了来自交大 ZkAgent 团队的 Phd 分享zk在llm中的应用，没想到今天Anthropic 就发了这篇文章，并且还引用了他们的工作。
New Anthropic research: progress on provable inference for large language models.
Here, we introduce FlashProve. Building on established cryptographic techniques, FlashProve allows developers to verify whether a given response came from a given AI model. It’s substantially more efficient than prior open-source methods for doing so.
These proofs have a range of applications. They can, for instance, make it harder for attackers to hijack a chat, or enable safety evaluators to verify that the model they’re testing is the same one being served to customers.
For our full write-up, see here: anthropic.com/research/prova…
Further progress in provable inference will likely be an important part of improving trust in AI deployment. To that end, we're open-sourcing FlashProve’s code, here: github.com/anthropics/Fla…
We’re grateful to our collaborators: Alessandro Chiesa, @GiacomoFenzi, @gwberg95, @miranda__christ, Rahul Dalal (rdalal.github.io) and Ben Mayer (@transmissions11).
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昨天在我们 Hk etuereum hub 举办devcon 香港分会场，跟vitalik 远程连线进行社区问答环节，回答了社区十余个问题，我们后续会整理出来与大家分享，（是的，那个背影胖胖的大脑袋主持人是我
🇭🇰 DevCon VIII Hong Kong station during @HongKongFinTech hosting at @ethereumhkhub @Ethtao_Ethtao
Incredible event with @VitalikButerin joined online to answer community questions - from quantum to the safest form of cryptography & "What can we do the traditional finance cannot do?"ereum topic you want taken apart!
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Leo⟠ retweeted
In essence, Vitalik said decentralized chains are hard to kill outright. A bigger risk is that a chain survives but fails to create meaningful benefits for the world.
He also emphasized security and useful applications as AI reshapes the world.
He also emphasized security and useful applications as AI reshapes the world.
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Leo⟠ retweeted
🌟 嘉宾公布 | AI vs. Cryptography: Are Our Digital Assets Still Safe?
👏 欢迎Yu Shen （Assistant Professor of PolyU）加入 Devcon 香港分会场！
Yu Shen 将围绕 AI 与密码学的交叉领域展开分享，探讨 AI 技术发展给密码学和数字资产安全带来的挑战，以及我们如何应对未来的安全风险。
📅 场
🎟️ 立即报名： luma.com/cfthgx9l
👏 欢迎Yu Shen （Assistant Professor of PolyU）加入 Devcon 香港分会场！
Yu Shen 将围绕 AI 与密码学的交叉领域展开分享，探讨 AI 技术发展给密码学和数字资产安全带来的挑战，以及我们如何应对未来的安全风险。
📅 场
🎟️ 立即报名： luma.com/cfthgx9l
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