Key TakeawaysCZ says Astar’s team is strong and well-positioned despite being a relatively late entrantHe views the perpetual DEX sector as a long-term industry with decades of potentialCZ says building a blockchain tailored for perp DEXs presents significant technical challengesChangpeng Zhao has shared his latest thoughts on Astar, the competitive landscape for perpetual decentralized exchanges (perp DEXs), and the development of a new blockchain designed for the sector.Speaking during a recent AMA, CZ clarified that his role with Astar is advisory, noting that the project is independently run by its core team.“First of all, I’m just an advisor to Astar. They have a team that runs it,” he said.Confidence in the Astar TeamCZ said Astar’s leadership and development team are key reasons he chose to become involved as an advisor. He described the team, led by Sota and core contributors, as aggressive and capable, while acknowledging that the project entered the market later than some competitors.According to CZ, being a relatively late starter means Astar still has ground to cover, but a strong team can offset timing disadvantages over the long term.“I do believe the team is quite strong. That’s why I volunteered to advise them,” he said.Perpetual DEXs Seen as a Long-Term SectorCZ reiterated his long-term conviction in the perpetual DEX sector, describing it as a foundational part of the crypto market that is still in its early stages.He said the sector is likely to remain relevant for decades, regardless of which specific platforms ultimately emerge as leaders.“I think that sector will be there 10, 20, 50 years from now,” CZ said, adding that while current leaders have an advantage, long-term winners are not yet guaranteed.Technical Complexity of Perp DEX BlockchainsCZ also commented on the technical challenges involved in building a blockchain optimized for perpetual DEXs. He said such systems are more complex than many assume, particularly when it comes to performance, speed, and infrastructure design.According to him, it is notable that different projects in the perp DEX space are pursuing distinct technical approaches, reflecting the difficulty of balancing scalability, latency, and reliability.“There are quite a lot of challenges with a perp DEX blockchain technically. It’s not as simple as people think,” he said.Different Paths Across the SectorCZ said it is increasingly clear that teams in the perp DEX space are taking divergent paths in terms of architecture and design, underscoring that the sector is still in an exploratory phase.

U.S. President Donald Trump is actively working to dismantle significant climate regulations, aligning with his broader vision for the Environmental Protection Agency (EPA). Bloomberg posted on X, highlighting Trump's efforts to reshape environmental policies, which have been a cornerstone of his administration's agenda. The changes are part of a larger strategy to reduce regulatory burdens on industries, particularly those related to fossil fuels. Trump's approach has faced criticism from environmental groups who argue that these actions could have long-term negative impacts on climate change efforts. The administration's focus is on promoting economic growth and energy independence, often prioritizing these goals over environmental concerns. The EPA under Trump's leadership has rolled back several Obama-era regulations, aiming to provide more flexibility to states and industries. This includes changes to emissions standards and water protection rules, which Trump argues are necessary to boost economic activity. While supporters of Trump's policies believe these changes will lead to increased job creation and energy production, opponents warn of potential environmental degradation and increased greenhouse gas emissions. The debate continues as Trump pushes forward with his vision for the EPA, emphasizing deregulation and industry support.

Key TakeawaysCZ says ecosystem projects should avoid comparing token prices with competitorsHe emphasizes long-term product development over short-term market performanceCZ says price movements should not distract teams or communities from executionChangpeng Zhao has shared his view on how projects within the Binance ecosystem should approach competition and token price performance, saying the focus should remain firmly on building strong products rather than comparing valuations with other platforms.Responding to a question from a community member who highlighted recent price gains in ecosystem tokens, CZ declined to comment on competing platforms, instead stressing the importance of staying focused on internal execution.“I won’t comment on other platforms. I think we should focus on doing our own things,” CZ said.Focus on Learning, Not ComparingCZ said ecosystem teams should avoid being distracted by how their tokens perform relative to competitors’ platform coins. Instead, he suggested that projects selectively learn from others where appropriate.According to him, if other products demonstrate strong execution, values, or team capabilities, those elements can be studied and learned from — including, in some cases, recruiting talent from strong teams. However, he stressed that such learning should not turn into constant comparison.“We only focus on ourselves. We just need to make our product well,” he said.Product Quality Drives Long-Term AdoptionCZ emphasized that, ultimately, long-term success is driven by product quality rather than token price movements. If a product delivers real value, he said, users will adopt it naturally over time.He added that short-term fluctuations in token prices — whether higher or lower than peers — should not be a source of excessive excitement or concern.“There’s no need to be overly happy if our coin price is slightly higher than others, or too upset if it’s lower,” CZ said.A Long-Term View for CommunitiesCZ described ecosystem growth as a long-term process, encouraging teams and community members to maintain a calm mindset rather than engaging in daily horizontal comparisons.While acknowledging that community discussions and comparisons are inevitable, he said such conversations should be treated lightly.“From my perspective, it’s more about entertainment and humor,” he said.

일본 디지털 금융 플랫폼 PayPay가 미국 IPO 신청서를 제출했다. 앞서 PayPay는 바이낸스 재팬과 자본 및 사업 협력을 체결하고 바이낸스 재팬 지분 40%를 인수할 예정이다.

United Launch Alliance encountered a problem with one of the solid rocket motors on its latest Vulcan rocket during a mission for the U.S. Space Force on Thursday morning. Bloomberg posted on X, highlighting the incident as a significant challenge for the company. The Vulcan rocket, designed to enhance ULA's capabilities in space missions, faced technical difficulties that could impact future operations. The setback comes as ULA aims to solidify its position in the competitive aerospace industry, where reliability and performance are crucial. The company is expected to investigate the issue thoroughly to prevent similar occurrences in upcoming missions. This development underscores the complexities and risks involved in space exploration and the importance of addressing technical challenges promptly.

Key TakeawaysCZ says protecting time is harder than protecting money at scaleHe highlights the difficulty of declining meetings, even when they add little valueCZ says learning to be selective — even at the risk of seeming impolite — is essential for leadershipChangpeng Zhao, Binance Founder has said that time management, rather than strategy or capital, has been the most difficult principle for him to follow while building Binance in a highly volatile and fast-moving environment.Responding to a question about leadership principles inspired by Ray Dalio, CZ said there was no single rule that stood out, noting that he has written about dozens of principles over the years. However, he pointed to the challenge of protecting time as the most consistently difficult in practice.Time Is the Only Non-Scalable ResourceCZ said that while teams can be expanded and tasks delegated, time remains fixed.“Time is more precious than money,” he said. “You only get 24 hours a day, and you can’t scale that.”He explained that leadership roles naturally attract meetings, requests, and informal conversations that can quickly consume large amounts of time, often without clear outcomes.The Difficulty of Saying NoAccording to CZ, one of the hardest aspects of time management is declining meetings — especially when requests come through personal or professional connections.He cited common situations where senior figures ask for meetings on behalf of friends or associates, placing leaders in a position where refusal can feel impolite or socially uncomfortable.“Being impolite to save time is one of the harder things to do,” CZ said, adding that he has become more aggressive about protecting his time, though the discomfort does not fully disappear.Meetings Are Often Undervalued in CostCZ also highlighted what he sees as a broader cultural issue: people often undervalue the cost of someone else’s time.He noted that individuals may be hesitant to ask for money, but are far more comfortable requesting lengthy meetings without clear agendas or defined time limits.“Very few people say, ‘I want five minutes of your time, and here are the three things I want to discuss,’” he said.

Private equity investors poised to acquire Electronic Arts (EA) are orchestrating a debt buyback that has significantly affected the company's bonds. Bloomberg posted on X, highlighting the strategic move by these investors to manage EA's financial obligations. The buyback initiative has led to a notable decline in the value of EA's bonds, reflecting the market's reaction to the investors' financial strategy. The debt buyback is part of a broader plan by the investors to streamline EA's financial structure ahead of the acquisition. This approach aims to optimize the company's balance sheet and potentially enhance its long-term financial health. However, the immediate impact on EA's bonds has raised concerns among bondholders and market analysts. The investors' strategy underscores the complexities involved in large-scale acquisitions, where financial maneuvers can have significant repercussions on existing debt instruments. As the acquisition process unfolds, stakeholders are closely monitoring the situation to assess the implications for EA's financial stability and future growth prospects. The move comes at a time when EA is navigating a dynamic market environment, with the gaming industry experiencing rapid changes and increased competition. The debt buyback is seen as a critical step in positioning EA for future success under new ownership.

Gradient, a distributed AI laboratory, has launched the Echo-2 distributed reinforcement learning framework aimed at overcoming efficiency barriers in AI research training. According to ChainCatcher, Echo-2 achieves a significant reduction in post-training costs for a 30 billion parameter model, decreasing from $4,500 to $425. This advancement allows for more than a tenfold increase in research throughput within the same budget. The framework employs compute-storage separation technology for asynchronous training, offloading extensive sampling power to unstable GPU instances and heterogeneous GPUs based on Parallax. It incorporates bounded staleness, instance fault-tolerant scheduling, and the proprietary Lattica communication protocol to enhance training efficiency while maintaining model accuracy. Alongside the framework's release, Gradient is set to introduce the RLaaS platform Logits, which aims to shift AI research from a capital-intensive to an efficiency-driven paradigm. Logits is now open for reservations by students and researchers worldwide.

Bloomberg posted on X, discussing the potential shift in birth control responsibility from solely women to a shared approach. The conversation highlights the significant number of global pregnancies that are unintended, suggesting a need for broader involvement in contraceptive measures. This perspective encourages a reevaluation of traditional roles in family planning, advocating for increased male participation in birth control decisions. The dialogue aims to address the imbalance in reproductive responsibilities and promote gender equality in health care.

Key TakeawaysCZ says Binance Square could evolve into a platform for concise, neutral daily newsHe supports broader content beyond crypto, including AI and global macro topicsProduct performance and stability should come before adding new featuresChangpeng Zhao has shared his personal view on the future direction of Binance Square, saying the platform has the potential to become a destination for high-quality, neutral information and broader discussion beyond crypto.Responding to a question from Square bloggers about whether diversified content aligns with Square’s long-term strategy, CZ emphasized that he was speaking from a personal perspective rather than in an official product role.“I actually don’t care about Binance’s products or Square’s products. I’m a Square user,” he said, clarifying that his comments reflected personal opinion.A Need for Clear, Neutral Daily NewsCZ said one of his personal challenges is the lack of a single platform where he can easily access a concise and comprehensive overview of daily crypto and global news.He noted that some news aggregation formats in the past — particularly short, well-curated daily news lists — were done effectively, but have since declined in quality or visibility.According to CZ, there should be a place where users can quickly review the day’s top 10, 20, or 30 news items in a neutral, unbiased format. He said Binance Square has the potential to fill that gap.Beyond Crypto: AI, Macro, and Cross-Industry TopicsCZ also agreed that Square should not be limited strictly to blockchain-related content. He pointed out that crypto is closely connected to other industries, including artificial intelligence, geopolitics, and global economic policy.He cited examples such as international tax negotiations and macroeconomic developments, noting that these factors often have a direct or indirect impact on the crypto market.In his view, Square could serve as a space where users not only consume information, but also engage in broader discussions that intersect with crypto.Product Performance Comes FirstWhile optimistic about Square’s direction, CZ said the product still needs further improvement, particularly in terms of performance and stability.He acknowledged that the current live broadcast experience was smoother than previous attempts, describing the session as a performance test. However, he stressed that strong, lag-free performance should be the foundation before additional features are introduced.“The product should first have very strong performance — very smooth, without lag. New functions can come later,” he said.CZ noted that Square’s mobile live broadcast feature was only recently launched, coinciding with BNB-related events, and that continued iteration should be expected.Elevating Content Quality on Social PlatformsCZ also commented on the broader content landscape, saying social media today is often filled with low-quality or noisy content, while some news outlets rely heavily on clickbait or unverified reporting.He said this creates an opportunity for Square to stand out as a platform that surfaces high-quality, trustworthy content and encourages meaningful discussion.

골든파이낸스가 《골든 Web3.0 일간지》를 출시합니다. 최신 MEME, DeFi, DAO, NFT 및 메타버스 업계 소식을 가장 빠르게 제공합니다.

비탈릭은 항상 원칙을 지키는 사람이었다. 내 기억에 그는 그런 시기를 겪은 적이 없다.

이더리움이 AI 시대에 비탈릭의 이상과 목표를 진정으로 실현하려면, 앞으로 더 빈번한 반복과 AI에 대한 더 긴밀한 관심 및 추적이 필요할 것이다.

3개월마다 핵심 사업 분야를 바꾸는 프로젝트에 경계하라. 진정한 혁신은 깊이 있는 탐구가 필요하며, 빈번한 서사 전환은 대개 기존 사업의 실패를 가리기 위한 것이다.

2026년 거시경제적 배경 속에서 ARK Invest는 비트코인의 가치를 높이는 네 가지 주요 트렌드가 존재한다고 지적하며, 비트코인이 '선택적'인 변방 자산에서 기관 투자 포트폴리오의 필수적인 전략적 자산으로 진화하고 있다고 분석했다.

밈코인 투기에서 에이전트 인프라스트럭처까지, Bankr는 실행 계층으로서 등등

2026년의 시작은 예상보다 훨씬 더 차갑게 찾아왔다. 긴 약세장을 견뎌냈으니 봄이 코앞에 다가왔을 거라 생각했지만, 현실은 갑작스러운 '봄 추위'였다.

VC 업계는 '판단력 주도'에서 '거래 성사 능력 주도'로의 패러다임 전환을 겪고 있다.

은행, 전통 금융, 금융 시스템, 특이점이 다가온다: 암호 기술이 디지털 은행의 근본 논리를 재정의할 때 골든 파이낸스, 누가 다음 암호화폐 슈퍼 앱이 될 것인가?

영국 재무부는 토큰화된 국채 시범 운영을 위해 HSBC의 오리온 플랫폼을 선정했다. 이로써 영국은 G7 국가 중 최초로 블록체인 기술을 국채 관리에 적용하는 국가가 됐다. 'DIGIT' 시범 사업은 더 빠른 온체인 결제를 탐구하며 영국 금융 시장 전반의 디지털 인프라 강화를 목표로 한다.