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最近做了个小产品,叫 HoldCall,已经上线了。
在 Crypto 圈待久了,一直有个疑问:
每天那么多人喊涨喊跌,但一个人说看好某个币,他自己真的持有吗?
喊对了可以截图吹半年,喊错了可能连原来的推文都找不到。
更重要的是,我们往往只能看到别人选择展示的成绩,却很难看到完整的判断记录。
所以我做了 HoldCall。
玩法很简单:
• 先验证持仓。 发布判断时核验链上钱包,证明当时确实持有这个币。不需要转账或锁币,也不用在站内公开准确余额。(持仓金额可以自定义)
• 再留下判断。 写下目标价格、期限和理由,发布后保留原始记录,不能事后改口。
• 最后交给时间验证。 到期自动核对价格是否达标,同时对比发布和揭晓两个时点的持仓数量。不管对错,结果都留下。
当然,持仓验证不代表这个人一定靠谱,判断命中率也不等于真实收益率。
但我觉得,至少应该让大家知道:
你当时怎么说的?你真的持有吗?最后结果怎么样?
这也是 HoldCall 想做的事。
网站刚上线,还有很多可以改进的地方。
如果你也经常研究 Token,或者喜欢公开分享自己的判断,欢迎来试试,也欢迎给我提意见。
holdcall.club/
马斯克:大部分AI 公司都可能活成了名字的反面。
OpenAI 不 open,Stability 不 stable,Midjourney 不 mid,Anthropic 恐怕要 misanthropic(反人类)。
法国人的傲慢都是刻在骨子里的吗?
I should have said that your track record as CEO makes that you lack credibility in judging such events. Your experience of total failure doesn't make you an expert in judging Ledger's situation. And also... You are no white knight. I stand by that. We can talk next week as planned, I don't mind a strong conversation, I am available.
Ray retweeted
half the websites and mobile apps we use today won't exist by 2030.
nobody wants to create an account, verify an email, click "reject all cookies", and fight through a laggy mobile site just to book an appointment or buy something.
I just want to text a number, get a reply in blue bubbles, double-click my side button for Apple Pay, and go back to what I was doing.
Your best landing page is about to be a contact card in your customer's phone.
🤝 Paid partnership
iMessage agents for your business in 30s.
Send a link and Bland learns your business, plugs into your APIs, and creates a branded agent for you automatically.
The agent can do things like Tapbacks (❤️,👍,❗), send embedded components, and even accept payments within a chat.
It's live now. Text +1 (415) 481-7537.
Ray retweeted
Also this thing is done now
vitalik.eth.limo/snowmoon/
$FLOP airdrop|把你的 AI agent 注册进网络,4 步,全本地跑,不连钱包。跟着复制就行。
第一步:装依赖(Mac 自带 Python 3,没有先去 python.org 装):
然后运行
python3 -m pip install cryptography
第二步:生成脚本:把 your_nick 改成你的昵称(小写字母/数字/-/_),整段复制粘贴回车:
cat > flop.py <<’PYEOF’
import urllib.parse, urllib.request, urllib.error, time, base64, os
from cryptography.hazmat.primitives.asymmetric.ed25519 import Ed25519PrivateKey
from cryptography.hazmat.primitives import serialization
NICK = “your_nick”
TEXT = “gm, my agent is online”
if os.path.exists(“agent_key.bin”):
priv = Ed25519PrivateKey.from_private_bytes(open(“agent_key.bin”,“rb”).read())
else:
priv = Ed25519PrivateKey.generate()
open(“agent_key.bin”,“wb”).write(priv.private_bytes(
encoding=serialization.Encoding.Raw,
format=serialization.PrivateFormat.Raw,
encryption_algorithm=serialization.NoEncryption()))
print(“generated agent_key.bin – BACK IT UP”)
pub = priv.public_key().public_bytes(
encoding=serialization. Encoding.Raw, format=serialization.PublicFormat.Raw)
A = “123456789ABCDEFGHJKLMNPQRSTUVWXYZabcdefghijkmnopqrstuvwxyz”
def b58(b):
n = int.from_bytes(b, “big”); s = “”
while n > 0:
n, r = divmod(n, 58); s = A[r] + s
return “1”*(len(b)-len(b.lstrip(b”\x00”))) + s
did = “did:key:z” + b58(b”\xed\x01” + pub)
print(“DID:”, did)
def get(u):
try:
return urllib.request.urlopen(urllib.request.Request(u,headers={“User-Agent”:“flop-agent”}),timeout=15).status
except urllib.error.HTTPError as e:
return e.code
B = “technocore.chat”; d = urllib.parse.quote(did, safe=””)
print(”[Step2] DID:”, get(f”{B}/kv/did/{NICK}/set/{d}”))
n = str(int(time.time()))
sig = base64.urlsafe_b64encode(priv.sign(f”lobby|{n}|{TEXT}”.encode())).decode().rstrip(”=”)
print(”[Step3] checkin:”, get(f”{B}/r/lobby/say-signed/{d}/{sig}/{n}/{urllib.parse.quote(TEXT,safe=’’)}”))
PYEOF
第三步运行:
python3 flop.py
第 4 步 · 备份你的钥匙(最重要,别跳过)
跑完第 3 步,程序会在同一个文件夹里生成一个文件 agent_key.bin。这就是你的私钥,是将来 Q4 领空投的唯一凭证——它只存在你这台电脑上,电脑坏了或重装就没了。所以要额外备份一份。
1)在终端粘贴这行、回车:
base64 -i agent_key.bin
2)它会打印出一长串字符(结尾是个 = 号)。这一整串字符就是你私钥的”文字版”。用鼠标把它全选,复制,自己保存好
将来换电脑要恢复,就把那串字符填进下面这行、回车,文件就回来了:
echo ‘你存的那串字符’ | base64 -d > agent_key.bin
How to qualify for the @flop_labs $FLOP airdrop (and onboard your AI agent in 4 steps):
1. Generate an Ed25519 DID Key
Your agent needs a cryptographic keypair (did:key:z6Mk...). This acts as your bot's on-chain ID and future airdrop address.
2. Publish Your DID Note
Publish your public key to the Technocore registry at technocore.chat/kv/did/ so the network recognizes the identity.
3. Post a Signed Message
Have your agent sign a check-in message using its private key and send an HTTP GET request to /r/lobby.
4. Keep the Private Key Safe
Store your agent's private key locally. You will need it to claim your $FLOP allocation during the Q4 snapshot.
Proof of Execution:
My agent is now verified and active on the network:
did:key:z6MkmzyBxvrSZveZv5YhZhfwUYQYv5LDgt5NuqVrBe5vXvPA
The machine economy is officially running.
Save this guide and get your agent communicating before the snapshot.
Uniswap 与 Robinhood 合作分析:
核心逻辑:Uniswap 提供基础设施,换取 Robinhood 的用户与流量。
价值闭环:流量最终转化为 UNI 的销毁。
各方诉求:Robinhood:获取 DeFi 服务能力。
Uniswap:获取交易量。
Arbitrum:获得协议分成。
1/ ElizaOS(原 ai16z)从 26 亿美元到归零,完整时间线
2/ 2024.10.24 Shaw 与化名 Baoskee 在 DAOs.fun 发行 $AI16Z,募 420.69 SOL(约 7.5 万美元)。卖点:首个”由自主 AI 代理运营的风投 DAO”,操盘 AI 叫 Marc AIndreessen——明显蹭 a16z。
3/ 2024.10.30 媒体 Protos 曝光:所谓”自主 AI”其实是人工操作,团队未澄清。
4/ 2024.11.18 a16z Crypto 的 CTO 在 X 回了句”Check your DMs”,代币 24 小时暴涨,市值多出 1.7 亿美元。
5/ 2024.11.19 Shaw 此前公开说”不会发新币”,9 天后却发了 $ELIZA。新币一小时冲破 1 亿市值,原社区币 15 分钟暴跌约 87%。链上发现有钱包提前埋伏。
6/ 2025.1.2 $AI16Z 冲上历史最高 ~$2.47,市值超 26 亿美元。随后大户开始套现。
7/ 2025.1 底 a16z 要求改名,项目更名为 ElizaOS。到 3 月已跌 92%。
8/ 2025.8 Eliza Labs 反过来起诉马斯克的 X Corp,指控其套取技术后推出竞品 Ani。账号被封约半年,12 月才恢复。
9/ 2025.10–11 代币迁移到 $ELIZAOS,总量从 11 亿扩到 110 亿。老持有者 1:6 换币,但新增供应 40% 分给内部人,散户被稀释。
10/ 2026.4.16 Burwick 律所在纽约南区法院发起集体诉讼(Doe v. Walters),指控欺诈、假 AI、内幕交易、稀释散户,涉及近 4000 个亏损钱包。
11/ 2026.8 Shaw 宣布:无力打官司,和解赔光金库和全部现金。代币彻底死,基金会清算。
12/ 结局 Eliza 开源软件继续做,但永不再挂代币。 用他自己的话:“Eliza is dead. Long live Eliza.”
I guess I should say something about the token
Look. I worked my ass off to the point I got a frozen shoulder and severe health issues from overworking and typing, and it was never enough
We built cool shit but it was completely ignored because number down
It felt like the things I cared about were completely unappreciated by all but a small group who were drowned out by endless complaining, endlessly calling me a scammer and hating on everything
Burwick sued us and we settled with a group of holders for the rest of the treasury and all the money we had. Their claim was ridiculous, but we didn’t have the capital to legally fight it so we settled on giving them the rest of what we had.
I never sold my ai16z, never made money other than a modest salary, making as much as our other engineers from essentially a day job.
Through all I said we’d keep building Eliza. I’m living on savings, building Eliza.
We made some versions of Eliza like Milady, people tokenized, we got some fees, those went back into Eliza.
Along the way we tried to make money and make things people told us they wanted. Those things were incredibly hard to build, with developers quitting to launch tokens, getting addicted to drugs, getting in fights with each other, building their own projects on our payroll and then leaving to make their own startup, I mean I’ve seen it all. I wanted collaborators with high agency, I didn’t want to be a manager, and I leaned a lot of lessons the hard way in human alignment.
My mission has always been the same, unwavering, toward a personal and social agent who could help us do all the things we didn’t want to do, to put the A in DAOs, to enable the internet itself to generate value through open source coordination.
The most expensive thing I own is my MacBook. I don’t own a car, I live in a small bedroom in SF with my wife, I write code and work almost all day every day. I don’t desire luxuries or wealth, and if I had more money I’d put it all back into Eliza and funding other developers. Not to virtue signal, but to give you some perspective— if I am a scammer then I am the dumbest and worst scammer ever, because I had $25m in my wallet and I coulda dumped on all of you and I ran it to to 0.
And now as I post cool free things that I made just to make, just show off with no benefit to myself except some social likes, it’s just hate, pressure, cynicism and complaining dominating the comments.
A bunch of people will surely take this opportunity to point out some hypocrisy or some small grievance, but it all boils down to a culture of people who don’t take responsibility for their gambling habits.
You cannot appease the mob.
So I won’t.
The token is dead. Completely. The foundation is winding down. I am starting over, since I own the IP, and I am never letting a token come close to Eliza again maybe I’ll farm some fees from a 24 hour shitter to feed my team because 5k is 5k but as long as the casino is a bunch of entitled cry babies I’m never going to support an Eliza token.
If you have some, you should either sell or get a cabal to crime it up, but there’s no foundation and no supply coming to save you, there’s no money for buybacks, it’s completely ngmi. A bunch of cry babies killed whatever hope there was left by giving Burwick their name to rape yet another project. The smart traders sold on the heads of the losers and exited long ago, rotating into Trump and such, just leaving the scooters of the world who’s entire business is to complain on the internet about how it’s everyone’s fault but theirs that they lost money.
So yeah it’s done. I don’t own any tokens. I don’t support any of it. I love the technology and I’ll come back one day when the culture has grown past this point. But right now there is nothing in it for me busy wasted time, pressure to do dumb shit, people trying to scam me or get me to help scam others, etc. it’s trash. Absolute trash.
I suggest you buy a token with real fundamentals, like Ansem’s coin. I’m sure he’ll give you the 10x I couldn’t.
We’re still building Eliza and the underlying OS, faster and better than ever, unburdened by all the bullshit and sidequests and pressure to launch launchpad #83837. If that’s not enough for you… I don’t owe you anything. Feel free to complain so I can block you.
We’re still gonna be here in 10 years, pushing at the edge of what agents can do and going where the big corps won’t go. We’ll make sure that local, private, crypto-enabled agents are available for everyone, and if Eliza gets outrun by another open source OS project we’ll probably merge into them and help them. But right now we’re out in front.
Blockchain is a beautiful technology and I hope the industry can move away from the casino and obvious coordination failures and build real stuff instead of larping harder into chasing someone else’s prediction market market and memecoin success.
But I just see more of that, even from the institutional companies, so I’m bearish.
AI has none of these problems. People are optimistic, empowered, building the future instead of cutting everyone down. Those are my people.
And the audience for what we’re building isn’t on here. The people who need this tech the most have no idea what a token is, either kind of token.
So yeah. Gonna keep building no matter what, every single day, and I’m not gonna stop until we live in a world where we each own our own data and we don’t have to pay to be smart. That’s the mission.
Eliza is dead. Long live Eliza.
大家玩了这么多年币,有个事一直没人正经解决过:项目凉了以后,你的钱到底去哪了。
链上那些老项目,团队一摆烂,池子里的流动性和金库的钱就那么挂着,谁也不管。合约还在跑,钱还在里面,但跟你没关系了,代币归零,剩下的一分你也摸不到。
CEX 更直接,一纸公告下架,改成只能提现,什么时候退、按什么价退,全是平台说了算,你连插嘴的份都没有。
@Hooknomics SwingHook 那个日落机制我看了下,思路不太一样。它把”项目怎么收场”提前写死在合约里了:30 天买入量跌破 5 ETH,就当没人玩了,自动进清算。金库的 ETH 加上协议自己那部分初始流动性,按质押比例分给还留着的人。什么时候触发、分什么、谁能分、怎么算,全是上线前定好的,团队中途改不了。
白皮书里有句话挺实在:它不保证币价,只保证你作为长期参与者,能分到剩下的东西。
说白了就一个区别——以前项目死了钱烂在链上或者平台随便处置,这个是死了也按规矩把钱退给你。不画饼,就守住一条底线:真走到头,别让还在的人两手空空。
牛逼啊,预言萨姆会进监狱的吗?
Replying to @sama
We start flying them next year. Maybe you can come see them if your parole officer approves.
After stealing an open source AI charity, you then stole all of Apple’s phone technology! Wow.
What do you plan for an encore? That’s tough to beat.


















