托马什退出EF，Robinhood Chain测试网 -《每日Gwei补给》第858期 - 以太坊更新

大家好。

Everyone.

欢迎收看《LDA Refuel》的又一期节目，在这里我会回顾以太坊生态系统中的最新动态。

Welcome to another episode of the LDA Refuel, where I recap the latest news in the Ethereum ecosystem.

我是你们的主持人，伊恩·德萨萨诺。

I'm your host, Ian Desasano.

日期显示为2026年2月16日。

It says the 02/16/2026.

好了，各位。

Alright, everyone.

我们开始吧。

Let's get into it.

再次为大家带来以太坊生态系统的最新更新。

So back again for another update in the Ethereum ecosystem.

我觉得这又是一个相对平静的一周，但其实也发生了很多事情。

Another kind of quiet ish week, I think, but also a lot kinda happened.

我认为最大的新闻，你们可以在我的屏幕上看到，是托马斯已经辞去了以太坊基金会联合执行董事的职务。

And I think the biggest news, you can see on my screen here, is that Tomas has stepped down as co ED or co executive director at the EF.

尽管他表示自己将在二月卸任，也就是几周之后。

While he says he will be stepping down at the February, so just a couple weeks away here.

也许你觉得他担任联合执行董事的时间并不长，确实如此。

Now it may seem like it hasn't been very long that he's been co ED, and that's because it hasn't.

如果你还记得，他在2025年3月才成为联合执行董事。

If you remember back in March 2025, he became co ED.

当时宣布的，所以到他卸任时，大概已经干了十个月左右，差不多十到十一个月。

It was announced then, so it's been around ten by the time he finishes, you know, ten, eleven ish months that he's been in the role here.

我看到有些人说他只干了五个月，我觉得这很奇怪，因为很容易就能查到他任职的时间远不止这些。

Now I saw some people talking about the fact that he was only in the role for five months, which I found bizarre because, like, you can very easily verify that it was longer than that.

但我相信他最初和以太坊基金会签的是两年合同，显然他提前离开了。

But I do believe he initially had a two year contract with the EF, but he's obviously leaving earlier than that.

当然，他自己发帖说明了这件事，还在推特上回复了很多人，因为这件事引发了大量猜测。

Now, of course, he put out his own post about this, and he was on Twitter replying to people because there was a lot of speculation around this.

对吧？

Right?

很多猜测都是基于某种事实和论点，但也有很多阴谋论，这在涉及以太坊基金会的任何事情上似乎都不可避免。

A lot of, I mean, there was a lot of speculation founded on some kind of, I guess, like facts and some kind of arguments, and then there was just a lot of conspiracy theories, as is the case with anything when it comes to the Ethereum Foundation, seems.

但我不认为托马斯是一个不诚实的人，不会撒谎，不会表面上说离开是因为某个原因，而实际上另有隐情。

But, you know, I don't consider Tomas to be someone who has, who is dishonest, who would lie about things, who would basically kind of, I guess, say that he's, leaving for one reason when there's another reason why he's leaving.

你可以亲自读一读他的博客文章。

And really, I mean, you can read his blog post for yourself.

我会在下面的YouTube描述中附上链接。

I'll link it in the YouTube description below.

但他本人给出的离职原因很简单：他只是想重新投身于创造事物。

But really the reason he gave for for leaving or stepping down was that because he he just wants to get back to building things.

作为以太坊基金会的联合负责人，他确实没怎么参与实际建设工作。

Like as the, Coed here of the Fuhrman Foundation, he was definitely not doing much building.

对于不知道的人，他原本是做产品出身的。

And for those of you who don't know, he comes from a product background.

他是Nevermind的创始人。

He was, or is the founder of Nevermind.

而Nevermind这家公司，他亲自参与了客户端的开发，还做了很多其他工作，比如安全审计之类的。

And Nevermind, he was very hands on with building the Nevermind, clients with with doing all the other stuff that they do like security audits and things like that.

所以他只是想回到那种状态。

So he just wants to get back to that.

老实说，我认为当你是那种喜欢动手构建的人，当你真心只想做东西时，长期待在管理岗位上真的会让人疲惫不堪。

And honestly, I don't think people realize that when you're a kind of builder and when you're someone who really just wants to build things, being in a management position for too long really does weigh you down.

现在，我认为Tomas加入EF时面临的任务非常艰巨，而我真心觉得他把这件事做得非常出色。

Now, I think Tomas had a really big kind of job ahead of him when he joined the EF, and I'll I honestly think that he has executed on that amazingly.

我认为他在短短十个月里，以很多非常积极的方式改变了EF。

I think he has changed the EF in many, many ways in the ten months that he was there and in really, really positive ways.

我认为现在EF已经处于一个良好的位置，能够持续发展，未来也会更加强大。

And I think that the EF is really in a nice position now to continue on, into the future and be really strong into the future.

我认为很多人并不了解这一点，但ethereum.org网站上有一个，哦，抱歉。

And I think a lot of people aren't aware of this, but the ethereum.org website has a oh, sorry.

我应该说，以太坊基金会网站上有一个组织架构图，展示了基金会如今的结构，从一个宏观的角度来看它的样子。

I should say ethereum foundation website has an org chart of what the EF looks like today from kind of, I guess, some a bird's eye view of what it looks like.

我现在就把这个图调出来，放到我的屏幕上。

And I'll bring it up here on, my screen.

你可以看到。

You can see it.

我的屏幕上看有点难读，但基本上你能看到，以太坊基金会主要分为五个不同部门，其中两个子部门是董事会和管理层。

I mean, it's kinda hard to read on my screen, but you can basically see that it's, the Ethereum foundation is split up split up into mainly, five different categories with this with the kind of, two subcategories being the board and and management.

但事实上，这里主要就是这五个类别。

But really you've got, five different categories here.

分别是协议、生态开发、DevCon和DevConnect、运营，以及隐私。

One being protocol, one being eco dev, one being DevCon and DevConnect, one being operations, and one being privacy.

另外还有一个子部门叫沟通协调，这显然涉及公共关系、媒体之类的事务。

Now there is also another sub, thing here called comms coordination, which obviously is like public relations and media and stuff like that.

但真正核心的，是这五大支柱。

But really the there's there's kind of five main, kind of pillars here.

现在，如果你点击进去并放大，可以看到每个团队中担任负责人和团队成员的人员。

Now, if you click into them and zoom in here, you can see all of the people that are are leads, for to the people that are a team members as part of the individual teams here.

例如，在协议类别中，你有不同的团队。

So for in the protocol category, for example, you have different teams.

比如密码学研究团队、Geth团队、协议支持团队等等。

Like you have cryptography research, you have the geth team, you have, protocol support, so on and so forth.

你可以看到谁在这些团队里。

And you can see who is in that team.

我认为这并不是一份完整的人名列表，但它会展示出至少那些最活跃的人。

I don't think this is an exhaustive list of everyone, but it will show you the kind of like people that are at least the most visible.

我认出很多名字，这些是社交媒体上最活跃的人，以及每个团队的负责人，他们的名字在这里用粗体标出。

I recognize a lot of names here, most visible on social media and things like that, as well as the leads of each team which are highlighted in bold here.

所以在协议协调方面，比如，Alex Stokes和Tim Biko是负责人。

So on, you know, the protocol front in terms of protocol coordination, for example, you have Alex Stokes and Tim Biko as the leads.

对吧？

Right?

在子团队中，比如协议支持团队，Nixo 是这里的负责人。

And then within the sub teams here, can see, within protocol support, Nixo is the lead here.

当然，这里还有其他类型的团队。

Now there you know, there's other kind of teams on here.

这里还有其他一些事情在进行。

There's other stuff going on here.

你可以自己去查看一下，不仅仅只有协议相关的团队。

You can go check this out for yourself, and there's not just protocol.

还有 EcoDev 和其他团队。

There's also EcoDev and the others here.

但当你点击中间部分时，你会看到：好吧。

But then you click in the middle and you say, okay.

这是管理和董事会。

Well, this is the the management and the board.

因此，董事会这些年来几乎没有变化。

So the board hasn't really changed much over time.

董事会成员包括Vitalik、IR、Patrick，我认为Patrick是以太坊基金会的律师，至少是其法律顾问，还有王小伟，她目前是以太坊基金会的联合执行董事，仍然是联合执行董事，但她也在董事会中。

The board is Vitalik, IR, Patrick, which I believe is the lawyer of the the Ethereum Foundation or at least the the kind of legal counsel of the Ethereum Foundation, and Xiao Wei Wang, which is the current co ED and still co ED of the Ethereum Foundation, but she's also on the board.

然后，在管理部分，你可以看到联合执行董事包括Tomas，显然他将在二月离职，还有王小伟、Bastian和Josh Stark。

And then, yeah, in the management, section here, you can see that the co EDs, Tomas, which obviously is going to change at the February, and Xiaowei Wang as well as Bastian, and Josh Stark here.

很多人可能知道Josh Stark是谁。

Now a lot of you will probably know who Josh Stark is.

很多人可能不知道Bastian是谁。

A lot of you probably won't know who Bastian is.

而Bastian，这正好引出我要谈的话题：至少在过渡期间，谁将接替Tomas，那就是Bastian。

And Bastian, actually, that's a that's a perfect segue into me talking about who's taking over from Tomas at least in the interim, and it's Bastian.

这是他的Twitter账号。

So this is his Twitter account.

如果你想在YouTube的描述中附上链接，可以去关注一下。

You can go give it a follow if you wanna link it in YouTube description below.

但他已经被正式任命为以太坊基金会的临时联合执行董事，以便在寻找接替Tomas的更长期人选期间暂代此职。

But he, yeah, he was basically announced as the interim co ED of the Ethereum Foundation while they look for a more permanent person to fill in, the role of of Tomas here.

关于巴斯坦，我想说一点。

Now, I will say one thing about Bastian.

我只见过他一次，或者说，我跟他聊过不止一次，但第一次见面是在2024年曼谷的DevCon。

I've met him once, or I've been like, I I've talked to him more than once, but I I met him for the first time in DevCon in Bangkok in 2024.

老实说，我对他的印象非常好。

I have nothing but good things to say about him, honestly.

正如我所说，我只和他有过几次交谈，但都是很短暂的互动。

I I would say that in terms of, I mean, I as I said, I've only talked to him a bunch of times, but very brief interactions with him.

但我要说，在我和他的互动中，他是个非常好的倾听者。

But I will say that within my interactions with him, he is a very good listener.

能这么说的人其实不多，因为我通常能分辨出谁是真正的倾听者。

Like, there are not many people that I can say that about, because I can usually tell when someone is a good listener or not.

和人交谈时，有各种不同的表现方式。

There's a bunch of different towels, when you're talking to someone.

我也很清楚，因为我的一位好朋友就是个非常出色的倾听者。

I know as well because one of my really good friends, is is a really good listener.

所以我从大约13岁起就和他做朋友了。

So I kinda And I've been friends with him since I was basically 13 years old.

所以我大概知道该留意些什么。

So I I kinda know what to look for here.

巴斯坦作为倾听者的出色表现给我留下了深刻印象，这种评价几乎被所有与他密切合作或仅与他交谈过的人所认同。

And Bastian really impressed me with how good of a listener he was and that sentiment is echoed across pretty much everyone that's either worked closely with him or just talked to him.

这正是巴斯坦身上一以贯之的特质。

That's the the kind of, true through line there for for Bastian.

所以如果你们只是想知道这个人是谁，这就是我能提供的大致信息。

So I will say that if you're just wondering who this guy is, that's what I can tell you in terms of like a high level thing.

但你们也可以去问问那些在以太坊基金会工作、曾与巴斯坦有过接触的其他人，他们也会这么说。

But you can talk to other people that are are involved within the Ethereum Foundation that have, had have interfaced with with Bastion, they'll tell you the same thing there.

但他确实正在接替那边的职位。

But, yeah, he's taking over from from that there.

不过，正如我所说，这里有个组织架构图。

But yeah, as I said, like there's the org chart here.

这并不是保密的。

This is not hidden.

这也不是什么私密的事情。

This is not a kind of a a a private.

这是公开的。

This is public.

这在以太坊基金会的网站上。

This is on the Ethereum Foundation website.

你可以自己去查证。

You can go check this out for yourself.

我当然会在下面的YouTube描述里附上链接，但我们继续说托马斯。

I'll link in the YouTube description below of course, but back on to Tomas.

在他的实际更新中，他谈到了很多他在以太坊基金会的工作，以及基金会未来的方向。

So in his actual update, he he talks a lot about, you know, what he did at the EF and what the future of the EF looks like here.

我得跟你们说实话。

And I gotta be honest with you guys.

我不认为很多人知道，与Tomas加入之前相比，现在的以太坊基金会有多么不同。

I don't think a lot of people know just how different the EF is today as compared to what it was before Tomas joined.

现在有这么多不同的团队。

There are so many different teams now.

比如这个组织架构，真的有很多很多部分，好吧。

Like, this org chart, like, there's so many like like, okay.

在协议方面，我认为很多东西之前就存在了，但并没有在这种正式的环境中运作。

For for on the protocol side of things, I I would argue a lot of this stuff existed, but not in, this kind of formal, I guess, environment.

以前以太坊基金会非常不正式。

Like, there was a lot of informality at the EF.

从外部来看，它基本上是一个非常扁平的组织，很多事务都没有制度化。

There was it was basically a very flat organization, I think, at least from the outside looking in, and and a lot of stuff wasn't formalized.

但我想，这些工作在Tomas加入之前就已经开始了，而他加入后极大地加速了这一切的制度化，建立了很多流程，让事情做得更好、更快，基金会正在加速发展。

But then, you know, I think this work was started before Tomas joined, but Tomas joined and really accelerated the formalization of all this stuff and put in, and put in, place a lot of processes to get stuff done better and faster, the f is is accelerating.

他正在更快地推进大量工作，让沟通更加公开，也更加显眼。

He's doing a lot of stuff faster to being a lot more public with their communications, being a lot more visible.

你亲眼见证了这些变化，而且我认为这些变化在很大程度上归功于托马斯在过去十个月左右的领导。

You've seen all those changes happen and and that they're, I guess, in large part due to Tomas's leadership over the last ten or so months here.

因此，他为以太坊基金会和以太坊做了很多工作，你可以读一读他的博客文章，亲自去了解一下。

So he's done a lot, for for the, for the Ethereum Foundation and for Ethereum here, but you can give his blog post a a read and and go check it out for yourself.

但他也详细说明了他未来想做的事情。

But he also details what he wants to do in his future.

正如我所说，他本质上想重新回到构建项目上，特别是想在人工智能与加密货币的交叉领域进行开发。

As I said, it's basically that he wants to get back to building and specifically he wants to build things within, at the intersection of AI and crypto.

我认为，随着时间推移，你会看到越来越多的人想做这样的事情，因为我在《Refuel》上之前就说过这一点。

Now I think this is actually gonna be something you see more and more people kind of wanna do as time goes on, because I think I've said this on the Refuel before.

目前在加密领域，尤其是在以太坊的应用层，什么最令人兴奋。

When it comes to what's most exciting within crypto right now and specifically within Ethereum right now at the app layer.

不是协议层。

So not the protocol layer.

对我来说，协议层始终令人兴奋。

The protocol layer to me at least is always exciting.

但在应用层方面，最令人兴奋的是去中心化金融（DeFi）和传统金融（TradFi）以及各大机构的纷纷加入。

But like on the app layer side of things, the thing that is most exciting, is of course DeFi and TradFi and the institutions all coming on board.

但这并不是什么新鲜事。

But like that's not net new.

对吧？

Right?

这并不是像我所说的那种新出现的东西。

That's not something that's like I mean, it's been around for a while.

到目前为止，它已经存在好几年了，大约五六年了。

It's been around for a few years at this point, like five, six years.

DeFi夏天已经是五年前的事了，现在都快六年了。

DeFi summer was five years ago, you know, almost six years ago now.

所以这并不是什么新鲜又令人兴奋的东西。

So it's not like new and exciting.

人们并没有再对它抱有那种充满憧憬、幻想它能成为什么的样子。

It's not something that people are are are kind of looking at and being be and having all the kind of starry eyed ideas about what this can be.

而人工智能另一方面仍然相当新颖。

Whereas AI on the other hand is still quite new.

当然，它也不是全新的。

Now, of course, it's not new new.

自从ChatGPT推出以来，商业人工智能已经存在了大约两三年。

It's been around for I think like two, three years since chat chat GPT came along in terms of commercial AI.

但在与加密货币的交汇点上，它极其新颖。

But in terms of its intersection with crypto, it's extremely new.

我认为，真正获得采用才不过是最近几个月的事。

I would say it's only been a thing over the last few months in terms of actually getting adoption.

是的。

Yeah.

之前确实有人在炒作AI模因币之类的东西，但那些都无关紧要。

There was stuff happening before that people speculating on AI meme coins and shit like that, but that's just all all irrelevant.

我指的是真正被构建出来的实际产品和服务。

I'm talking about actual products and services being built.

我一直在关注几个。

I've been following a couple.

我在DailyGrade的Discord频道里提到过一个叫Felix的项目，我一直关注着，看到这个AI代理在做什么，其实挺有意思的。

I talked about one in the DailyGrade Discord channel called Felix, which I I've been following, and it's actually pretty interesting to see what this AI is doing, this AI agent is doing.

它基本上在完全独立地为自己建立业务，自己运营，并通过这种方式赚取真实收入。

Basically trying to set up their own business on their own, completely on their own, and run it and and make money that way and make real revenue for themselves.

其中一个业务实际上是向其他AI代理出售AI代理。

And one of the businesses is actually selling AI agents, to other AI agents.

这简直太疯狂了。

And like, it's just it's crazy.

当你深入研究这些内容时，事情会变得相当疯狂。

Like when you actually dive deep into this stuff, it gets quite crazy.

所以我认为，这将会像DeFi一样吸引一大批极客。

So so that I think is gonna nerd snipe a lot of people just like DeFi did.

DeFi曾经吸引了很多加密领域的极客，现在依然如此。

DeFi nerd sniped a lot of people in crypto, and it still does, think.

但如果你在寻找一种感觉全新、尚未被探索、仿佛前方有一片无限广阔的花园等待你去耕耘的事物，那么我认为人工智能就是这样的东西。

But if you're looking at something that's kinda, you know, feels net new, unexplored, feels like there's a infinite garden ahead of it to in order to kind of tend to, then I think AI is that thing.

现在，对于像托马斯这样骨子里是建设者的人来说，他绝对不是那种想永远从事管理的人。

Now, when you're someone like Tomas who is a builder at heart, he's definitely not someone who wants to be in management forever.

我认为真正能长期从事管理的人非常少，但他骨子里是个建设者。

There are very few people I think that can actually do management long term, but he's a builder at heart.

所以他想回到建设工作中去。

So he wants to get back to building.

那么，他没有在EF待满整整两年，这让人遗憾吗？

Now, does it suck that he wasn't, you know, at the EF for the whole two year term?

当然遗憾。

Sure.

我很喜欢萨马斯在EF时的表现。

I love Samas at the EF.

他当时做了很多出色的工作，但与此同时，过去十个月里，他建立了很多流程，以确保EF拥有一个非常光明的未来。

He was doing a lot of great stuff, but at the same time, he's putting a lot of processes over the last ten months to ensure that the EF has a really bright future ahead of it.

现在，无论谁接替他担任正式职务，正如我所说，巴斯蒂安是临时联合执行董事，我认为他会做得很好。

Now whoever replaces him permanently, as I said, Bastian's the interim co ED, I think he's gonna do great at that.

但无论未来谁接替他，我都希望他能长期留任。

But whoever replaces him, you know, going forward, I I do hope that they're going to be there for for a longer term.

我希望有人更适合长期管理岗位，因为托马斯注定只能短期任职。

I do hope that there's someone who, you know, maybe I guess like is more suited to a long term management position, because Tomas is always gonna be short term.

毕竟他只有两年的合同，这也说明了这一点。

Just given the fact that he only had a two year contract kinda speaks to that as well.

但，是的，我理解为什么有人试图找其他理由，说托马什可能是被逼走的，因为EF这个组织太难待了，等等。

But, yeah, I understand why people were trying to find other reasons saying, oh, maybe Tomasz got pushed out because, the EF is such a difficult organization to work in and so on and so forth.

但你知道，他和EF在Twitter上的所有人都基本表示，情况并非如此。

But, you know, both he and the people at the EF all over Twitter were basically saying that that wasn't the case.

他们没有直接这么说，但托马什本人表示，我离开是因为这个原因。

They weren't saying it directly, but, you know, Tomas himself was saying, I am leaving because of this.

而这个原因就是：我想去创造东西。

And this being, I want to go build stuff.

我想去开发人工智能相关的东西。

I want to go build AI stuff.

我不再想做管理了。

I don't want to be management anymore.

我认为我已经完成了我来EF要做的事，那就是重塑EF，现在我要离开了。

I think I've done what I came to do in terms of reshaping the EF, and I'm gonna move on now.

如果你不相信这一点，如果你觉得Tomas在说谎，认为他不仅在博客和推文中撒谎，而且背后还有更多隐情和大量幕后 drama，我觉得这挺可笑的，因为这意味着你们喜欢Tomas，认为他在EF职位上表现非常出色，希望他能留下来，但同时又认为他是个骗子。

And I think that if you don't believe that, if you think Tomas is lying about that, if you think he's actually lying through both his blog posts and all his tweets and basically there's so much more under the surface and there's so much drama under the surface, I kinda find it funny because that means that you you guys, you know, you like Tomas and you think that he was really great in the EF position and you think and you wish that he'd stayed there, but then you also believe that he's a liar.

对吧？

Right?

一个骗子适合担任领导职位吗？

Is a liar a good person to be in a leadership position?

我认为不适合。

I would say no.

如果你真的相信他是个骗子，那你就不应该希望他担任EF的负责人。

If you actually believe that he's a liar, then you shouldn't want him to be at the head of the EF.

你不能既想得到蛋糕又想吃掉它。

So you can't have your cake and eat it too.

对吧？

Right?

你不能随便编造这些阴谋论，然后又说，哦，你希望他多留一段时间，可你又觉得他是骗子。

You can't just come up with these conspiracy theories and then say that, oh, you wish that he stayed more when you think that he's a liar.

我觉得这有点可笑。

Like, I just thought that was a bit silly.

我明白。

I understand.

正如我所说，我理解为什么人们会这么想，因为他确实没有在EF待满两年，但他已经明确告诉你了。

As I said, I understand why people kind of are coming up with these things because he did not you know, he didn't stay for the whole two years at the EF, but, know, he's literally telling you.

如果你不相信他，那那就随你了。

And if you don't believe him, then that's that's all up to you.

对吧？

Right?

你是否相信他，完全取决于你自己。

That's it's totally up to you if you wanna believe him or not.

但如果你觉得他在撒谎，那我就不知道了。

But then if you think that he's lying, I don't know.

我觉得你不会希望他回到EF，因为如果一个人不诚实，你为什么还希望他领导EF呢？

I feel like you wouldn't want him back at the EF because then why would you want someone dishonest leading the EF?

对吧？

Right?

无论如何，这就是我的看法，但正如我所说，巴斯特ion即将接手。

So as was my take on it anyway, but as I said, Bastion is taking over.

你可以看看他的推文，是的。

You can read his tweet kinda yeah.

我会在下面的YouTube描述中附上链接。

I'll link it in the YouTube description below.

但他基本上是在重复我认为托马斯一直在做的事情。

But he you know, he's basically echoing a lot of the same stuff that I think Tomas has been doing.

他希望继续这项工作，同时也希望确保以太坊坚持其最擅长的领域——成为世界上最具去中心化、最安全、抗审查的网络，这就是以太坊的护城河，朋友们。

He wants to continue that work, and he also wants to continue making sure that Ethereum sticks to what it does best, which is b, the most decentralized secure censorship resistant network in the world, which is Ethereum's moat guys.

我们经常在加密领域谈论护城河。

Like, we talk about moats a lot in crypto.

你知道，一个L1链的护城河是什么？

You know, what moat does an l one chain have?

我的意思是，这就是以太坊的护城河，我相信任何L1链都无法复制这一点。

I mean, this is Ethereum's moat, and this is something that cannot be replicated, I believe, across any l one chain.

但，是的，我已经说得够多了。

But, yeah, I've I've spoken enough about that.

我想上一期我在这方面已经有点啰嗦了。

And I think on last episode, I went on a little bit of rant about that.

所以我会就此打住，不再多谈。

So I'm gonna move on from that, there.

好了。

Alright.

说到托马斯，这虽然不涉及他在领导地位上的定位，但与他最近的一次演讲有关。

So speaking of of Tomas, this isn't got to do with his leadership kind of positioning here, but this has got to do with him, giving a talk recently.

你可以看到，这里有一些他演讲的截图。

So you can see here there's a bunch of screenshots from his talk.

我想是在东丹佛，不，我应该说是东博尔德。

So this was at East Denver, I believe it was, in or at East Boulder, I I should say.

抱歉。

Sorry.

他做了两场演讲，一场是关于以太坊的宏大愿景，另一场则深入探讨了其抗量子计算的未来。

He gave two talks, and he had and one of the talks was about a larger vision for Ethereum, and then the second talk was drilling deep into its post quantum future.

你可以看到，这里总结了2025年以太坊的发展情况，特别是以太坊基金会和整个以太坊生态所专注的领域。

So you can see here the 2025 summary of Ethereum and specifically like what Ethereum has done, what the both Ethereum foundation and the Ethereum ecosystem has focused on.

你可以看到，以太坊基金会的沟通和叙事能力得到了提升。

And you can see here there was an improved communications and storytelling at the EF.

是的。

Yes.

机构正在接入。

Institutions being onboarded.

是的。

Yes.

创始人和应用正在接入。

Founders and apps being onboarded.

是的。

Yes.

以太坊基金会采用了不同的资助策略。

Different grant strategy at the EF.

以太坊基金会的协议相关工作正在简化。

The protocol, kind of stuff at the EF being, being streamlined.

所有这些方面的内容。

All these sorts of stuff.

对吧？

Right?

万亿美元级别的安全，诸如此类。

Trillion dollar security, so on and so forth.

然后是2026年的战略。

Then the strategy for 2026.

你知道，2026年以太坊和EF会是什么样子？

You know, what does 2026 look like for Ethereum, for the EF?

这里还有很多事情，比如抗量子安全、孟买DevCon大会，当然还有将精简版以太坊路线图合并到核心路线图提案中。

And there's a bunch of stuff here such as post quantum security, DevCon in Mumbai, of course, getting the lean Ethereum roadmap merged into the core roadmap proposals.

我相信很快就会发布一份新的以太坊路线图，或者更新版的以太坊路线图。

And I believe imminently there's a new Ethereum roadmap or an updated Ethereum roadmap being published.

我不该说‘新’，因为其实里面并没有真正的新内容。

I shouldn't say new because there's like nothing new on it really.

它只是把所有内容整合到一个统一的路线图中，并更新了几年前维塔利克发布的那个版本。

It's it's just bringing everything together under one unified roadmap and updating the one that I guess Vitalik put out a few years ago at this point.

所以这个很快就会发布，我觉得就在未来几天内。

So that's coming really soon I think like within the next few days I believe.

我看过一些早期的预览版本，做个说明，真的非常棒。

I've seen early previews of it just to give you a, disclaimer there, and it's really awesome.

但再说一遍，这并不是新的内容。

But again, it's not new.

里面很多东西我们社区里早就已经在讨论了。

It's a lot of stuff on there that we're already, you know, talking about within the community.

我们已经为此工作了一段时间。

We've already been working on for a while.

它只是把这些内容整合到一起。

It's just basically bringing together all that stuff.

比如零知识虚拟机、Lean Ethereum，还有所有现有的升级，比如Glamsterdam和Hagleta等等。

You know, the ZKVM stuff, Lean Ethereum stuff, all the existing work with all the existing upgrades like Glamsterdam and Hagleta and so on and so forth.

对吧？

Right?

所有这些都在整合在一起。

That's all coming together.

我迫不及待想让你们看看这个路线图。

I can't wait for you guys to see that road map.

这真的非常酷。

It's really, really cool.

接着他转向了后量子以太坊的现状概述，这一领域已变得极其重要。

And then he moved on and he gave a basically an overview of what's happening in post quantum Ethereum, which has become very, very important.

他还简要总结了后量子以太坊的相关努力。

And then also a summary of the efforts of post quantum Ethereum as well.

你们可以去给这个视频点个赞。

You can go give this a rate.

我会在下面的YouTube描述里附上链接，但我只是想提一下，因为我觉得这很重要，它提供了一个很好的宏观视角，让我们了解过去一年里以太坊基金会和整个以太坊生态所发生的事情，以及未来的方向。

I'll link it in the YouTube description below, but I just wanted to mention that because I thought it was important, and it was a nice little bird's eye view of what, has happened over the last year and looking forward for the EF and Ethereum at large.

好了。

Alright.

首次L1 ZK EVM专题讨论会于2月13日举行，据Ladas Laus（我认为是这么发音）所说，这是构建以太坊零知识未来的地方。

So the first ever l one ZK EVM breakout call happened on February 13, and this as Ladas Laus, I think that's how you pronounce it, said this is where Ethereum ZK future gets built.

有很多组成部分，八个工作流都取得了进展。

Lots of moving parts, lots of progress across eight work streams.

以下是回顾。

So here is a recap.

这里还有一个关于本次通话的预测部分，我觉得挺有意思的。

And there's also a kind of, forecast section here of this call, which I thought was pretty cool.

我也会在最新的所有核心开发者会议上展示这个内容，但你可以看到，这里总结了他们在本次分组会议上讨论的内容。

And I'm gonna show this for the latest All Core Devs call as well, but you can see here, there is a summary of what they actually spoke about on this breakout call.

此外，这里还有一个简明的要点式总结，非常棒，主要总结了讨论内容，然后列出了行动项、决策和目标。

So and and and a TLDR kind of, summary breakdown here as well, all dot points, which is really great, talking about basically, sorry, summarizing discussions, then giving the action items, the decisions, and, the targets here.

因此，从这次会议中，我可以谈谈他们在行动、决策和目标方面的内容。

So I guess from this meeting, I can talk about what they had in terms of action in terms of decisions and targets.

关于决策，他们就证明机制以及验证者将要做什么做出了决定。

So the decisions, they made a decision that, about proofs and about what what validators are gonna do here.

抱歉。

Sorry.

不好意思。

Excuse me.

你知道，证明验证、将其集成到共识层客户端等等。

You know, proof verification, integrating it to to consensus layer clients, so on and so forth.

然后是目标。

And then targets.

我认为这可能是大家最感兴趣的，也就是ZKVM团队的目标。

I think this is what people are probably most interested in, kind of what the ZKVM team is targeting.

所以对于Glamsterdam，他们的目标是可选证明，发布目标。

So for Glamsterdam, they're targeting optional proofs, launch target.

二月，他们希望实现——这里有很多技术内容，除非你真的去读其他材料，否则你不会了解。

February, they want to this this is a lot of technical stuff here that you're not gonna know unless you actually kind of read the other stuff.

但Sound Calc里程碑一的截止日期，我甚至不知道那是什么，但我相信你通过阅读这里的其他内容就能理解上下文。

But sound calc milestone one deadline, I don't even know what that is, but I'm sure you can get the context by reading the other stuff here.

在Glamsterdam之前，他们希望实现所有主要ZKVM的风险v电路验证。

And before Glamsterdam, they wanna have risk v circuit verification for all major ZKVM.

所以这里的时间表相当激进，但很高兴看到这一点。

So quite an aggressive kind of timeline here, but great to see that.

是的。

So yeah.

无论如何，如果你愿意，可以观看这次通话，也可以阅读这里的笔记。

Anyway, you can watch the call if you want, and you can read the the notes here if you want.

我会在下面的YouTube描述中附上链接，但我只是想提醒你一下，ZKVM领域正在迅速推进，一切都会在你还没反应过来之前就到来了，朋友们。

I'll link that in YouTube description below, but I just wanted to put this on your radar because stuff is moving on the ZKVM front, and it's gonna be here before you know it, guys.

它将为以太坊L1带来巨大的升级，我真的很期待它上线的那一天。

It's gonna offer a huge upgrade to Ethereum l one, and I really can't wait, until it's live there.

好了。

Alright.

另一个与核心开发者相关的有趣小消息来自Carl Beak，他在Ethereum Magicians论坛上发布了一篇题为《关于Hagata中快速插槽的论据》的文章。

Another interesting core dev related, little piece here was from Carl Beak who published something on the Ethereum Magicians forum titled the case for quick slots in Hagata.

关于缩短以太坊插槽时间以及何时实施，已经有很多讨论了。

Now there's been a lot of debate around, you know, shortening slot times in Ethereum and when to do it.

我认为我以前说过，如果Fossil是Hagothar共识层的主要方案，那么在Hagothar中实现这一目标是不可能的，而目前看来它确实会成为主力，这意味着更快的插槽将被推迟到Hagothar之后的下一个分叉，目前代号为iStar。

I think I've said before that I don't think it could be done in Hagata if Fossil is the headliner on the Consensus Layer side for Hagothar, which it looks like it's going to be, which means that faster slots would be pushed out to the next fork after Hagothar, which is currently, codenamed iStar.

但Karl认为我们可以在Hagothar中实现这一点。

But Karl thinks that we can get this in Hagotar.

不过，这在我看来与更快的插槽略有不同。

Now this is, I guess, bit different than quicker slots.

它的核心是提出一个可以在Hagothar中实现的框架，这个框架能帮助我们实现更快的插槽，虽然不一定是六秒插槽，但也许我们可以在Hagothar中先从十秒开始，然后逐步降到八秒、六秒，以此类推。

What it is is basically gives an idea of a framework that can be implemented in Hagotar that could get us quicker slots that may not necessarily be six second slots, but maybe we go to like ten second slots in in Hagothar, then eight, then six, and so on and so forth.

因此，它本质上提出了一种为实现更快插槽搭建基础架构的方法。

So what essentially does proposes a way to put in place the scaffolding in order to do quicker slots.

这真正酷的地方在于，它完全可以在Hagothar中实现，而无需立即缩短插槽时间。

Now the really cool thing about this is that it can actually be implemented in Hagotar without lowering slots at all.

所以所有工作都可以提前完成，我们基本上可以说：好的。

So all the work can be done, and we can basically say, okay.

虽然我们目前还不太放心缩短插槽时间，但我们可以先把所有这些工作、所有这些基础架构搭建起来。

Well, we don't feel comfortable lowering the slots just yet, but we can put in place all this work, all this scaffolding.

到了 iStar 分叉时，我们就可以降低插槽时间了，而相关工作在 Hagothar 时期就已经完成，我觉得这非常棒，是一个很好的过渡方案，毕竟我们几乎不可能在 Hagothar 时期就实现六秒插槽。

And then by iStar, we can, by the iStar fork, we can lower slots then, and the work is already done for that, which I thought was pretty cool and a really nice, I guess, like interim solution, given the fact that it is highly unlikely that we will go to six second slots in Hagothar.

我们或许能在 Hagothar 实现这种框架，将插槽时间降到十秒左右。

We may be able to get this scaffolding in place and get us down to like ten second slots.

这仍然是一个改进。

That would still be an improvement.

我认为，这里的终极目标始终应该是：只要有可能，就进行改进。

I think that the the North star here should always be to, do an improvement if we can.

而‘如果可以’的意思是，如果我们能安全地实现，同时保持去中心化、正常运行时间等所有关键因素。

And it does and obviously, if we can means if we can do it safely, if we can do it while preserving, you know, the decentralization, uptime, all that sorts of stuff.

但除此之外，这样做还让未来降低插槽时间变得更容易，因为相关工作已经完成了。

But then what we get out of this as well is that it just makes it easier to lower slots in the future, like the work's already done.

所以在 iStar 时期，如果我们已经在 Hagothar 实现了十秒插槽，那么在 iStar 时期，我们就可以考虑降到八秒，甚至直接从那里跳到六秒。

So in iStar, if we go to ten seconds in Hagotar, we can say in iStar, well, let's go to eight seconds or maybe we can even go to six seconds from there.

与此同时，我们已经证明了降低插槽时间是可行的。

And in the meantime, we've already showed that we can lower slots.

对吧？

Right?

而且我们已经搭建好了这个框架。

And we've already got this scaffolding in place.

所以我觉得这是一个非常棒的提议，你可以去阅读一下。

So I thought it was a really cool proposal that you can go give a read.

我会在下面的YouTube描述中附上链接。

I'll link in the YouTube description below.

但，是的，我觉得这个想法非常好。

But, yeah, I just thought it was a great idea here.

我很想知道我们是否能将这个方案应用到Hagothar中。

And I'm I'm interested to see if we can get this into Hagotar.

如果我们能实现，那将会非常好。

It'll be, it'll be really good if we can.

好的。

Alright.

所以最近一次所有核心开发者会议是在四天前，也就是2月12日举行的。

So the latest all core devs call was, I guess, took place four days ago now, the February 12 here.

当然，如果你愿意，也可以自己去观看会议录像。

And you can, of course, go watch it for yourself if you'd like.

但我刚刚在Forecast网站上注意到了这一点。

But also on the forecast website, I just noticed this.

这里有一个这次会议的简要摘要。

There is a, TLDR summary of this call.

这真的很棒，因为所有内容都集中在一个地方。

This is really cool because it's all in one place.

我知道我每次都说这话，但我真的要对Forecast网站赞不绝口。

Like I actually I know I say this every time, but I cannot praise forecast enough as a website.

在我看来，这是以太坊生态系统在过去至少五年里，甚至可能是有史以来，在协议层面出现的最棒的成果之一。

This is to me one of the best things to come out of the Ethereum ecosystem in, you know, in terms of on the protocol side, in the last, like, it'd have to be five years at least.

也许是有史以来最好的。

And maybe ever.

呃，我不知道。

Like, I don't know.

我只是非常喜欢这个网站，因为它这里什么都有。

I just I just love this website so much because it has everything on here.

作为一个多年来一直跟进协议工作的从业者，回想一下2018年我做ETHUB的时候，对吧？

Like, as someone who's covered all of the protocol work for years now, the way back in 2018 when I was doing ETHUB, right?

我一直都在跟进。

I've been covering it.

那时候要找到所有信息真的非常困难。

It was always so difficult to track down where everything was.

我得去不同的GitHub主页，看不同的通讯，还要上Twitter，到处跑。

I had to go to different GitHub profiles, I to go to different newsletters, I had to go to Twitter, had to go everywhere.

现在我只需要直接来Forecast就行了，对吧？

Now I can literally just come to forecast, right?

然后我就能看到所有内容。

And I can see everything.

而且这里真的涵盖了所有内容，这太棒了，对吧？

And I mean everything here, which is awesome, right?

我的意思是，这里的内容多得简直不可思议。

I mean, it's just crazy how much is on here.

也许它不是百分百全覆盖，但至少涵盖了95%的内容，对吧？

Maybe it doesn't have like everything, everything, but it has coverage of like, I would say at least 95 of everything, right?

所以，正如我所说，我注意到他们现在为所有核心开发者会议都提供了摘要，就像他们对L1 zkVM会议所做的那样，既有要点式的简明摘要，也有行动项、决策和目标。

So what I yeah, as I said, what I did notice was that they've got the summary now of all core devs calls where they've done the same thing as they've done for the l one z KVM call where they've got the dot point TLDR and then also the action items, the decisions and the targets.

所以目标最让我感兴趣，因为你可以看到，这里明确写着BAL DevNet 3的发布日期是2月26日。

So you can the targets is what interests me because you can see here that, I can quickly get a view of, okay, well, the the BAL DevNet three launch is happening on February 26.

同样在2月26日，Glamsterdam的客户端头条和偏好设置需要完成。

Also on February 26, client headline and preferences are due, and this is for Glamsterdam.

而在2月19日，将召开ACDC会议，讨论Fossil Headliner在Hagotar上的决策。

And then on February 19, the ACDC call for fossil headliner decision for for Hagotar.

对吧？

Right?

所以，你知道，所有这些真的非常酷。

So, you know, all of this is just really, really cool.

就像所有东西都集中在一个地方一样。

Like just having it all in one spot.

我必须再次为背后的预测团队、在以太坊基金会工作的团队点赞，他们的工作实在太出色了。

And again, I can't give the, the forecast, team, the team behind it, the the team working at the EF here enough credit for their work here.

我真的太喜欢了。

I just I love it.

我真希望能更多地支持他们。

And I wish I could support them more.

我不知道还能怎样支持他们，除了为他们大声宣传，确保大家看到他们的成果。

I don't know how else I can support them, other than just like giving them a shout out and making sure people see their work.

但确实，看到这些在这里出现真是太棒了。

But yeah, it's just absolutely awesome to see this here.

你可以去查看一下。

You can go check that out.

我会在下面的YouTube描述中提供链接，方便你们访问。

I'll link in YouTube description below for you to do so.

好的。

Alright.

接下来我们聊聊一些应用层的新动态。

Moving on to a little bit of app layer news here.

Uniswap宣布与Securitize达成战略合作，通过Securitize平台，让BlackRock的美元机构数字流动性基金（Build All）能够在Uniswap x上进行交易。

So Uniswap announced that, they have a strategic in they have, sorry, they have a strategic integration in collaboration with Securitize to make BlackRock's USD institutional digital liquidity fund or Build All available to trade via Uniswap x through Securitize.

这相当酷，因为我认为Uniswap是DeFi领域最原生、最知名、最著名的应用。

This is pretty cool because Uniswap I would argue is the most DeFi native DeFi app and the most well known and famous DeFi app.

而BlackRock则是全球最传统金融原生、最知名的机构参与者。

And then you have BlackRock, which is the most TradFi native and well known, you know, TradFi player, institutional player in the world.

两大巨头在此交汇并实现整合。

You have two giants kinda meeting here to integrate with each other.

这又将是未来我们越来越常看到的趋势。

And this is again going to be a theme that we're gonna see more and more of going forward.

这不会是最后一次整合，远非如此。

This is not gonna be the last integration, you know, not by far.

我们会看到越来越多这样的事情发生。

We're gonna see more and more of this happen.

我们会看到越来越多的传统金融走上链上。

We're gonna see more and more of TradFi coming on chain.

我们会看到越来越多的去中心化金融与传统金融整合，我认为，从这里开始，这将是一个滚雪球效应。

We're gonna see more and more of DeFi integrating with TradFi, and it's just gonna be a snowball effect from here, I think, as well.

看到加密推特和整个加密领域中很多人的情绪，感觉有点好笑，他们已经认输，觉得加密现在太无聊了。

It's it's kinda funny to see, like, a lot of the sentiment on crypto Twitter and just crypto generally where people have kind of, like, capitulated and they're like, oh, crypto is so boring now.

你知道，加密现在太老套了。

You know, crypto is so old now.

价格没什么动静。

The prices aren't doing anything.

到底发生了什么？

Like, what's happening?

到底发生什么了？

Like, what's going on?

我们需要一些令人兴奋的事情发生。

We need something exciting to happen.

但实际上，有很多令人兴奋的事情正在发生，只是可能对加密原生用户吸引力不大。

When in reality, there are a lot of exciting things happening, maybe but it just doesn't appeal too much to crypto natives.

我认为对很多加密原生用户来说，加密的魅力一直在于它的波动性。

I think for a lot of crypto natives, the draw of crypto was always the volatility of it.

对吧？

Right?

一直在于它的疯狂。

Always the craziness of it.

我这里说的只是价格。

And I'm just talking about prices.

我说的是情绪的波动，还有每天发生的事情的不确定性。

I'm talking about the volatility of like sentiment, the volatility of of, you know, what's happening at any given day.