wandering on blockchain and AI.
Joined November 2022
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Solana Privacy Rings 上主网了。@Helius 建了个加密资产池，SOL 和 SPL 代币存进去后，池内转账不公开币种和金额。
过去的 Confidential Transfers 依赖 Token-2022，原生 SOL 和老 SPL 用不了；虽已恢复，限制还在。
现在默认仍公开地址，只隐藏币种和金额；查余额还得靠隐私索引器。
Today, Solana changes forever
Introducing Solana Privacy Rings - encryption at the speed of Solana
Rings are programmable, onchain environments for encrypting money, markets, and finance - without ever leaving Solana
Now live on mainnet.
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Glamsterdam 这次 Gas 重定价，碰到的不是简单的兼容性问题，而是智能合约过去依赖的一些 Gas 假设，协议升级后可能不再成立。
blog.ethereum.org/2026/11/06…
PSA: Please verify that your contracts are still working after Glamsterdam! We created a repository with Invariants that will be broken after the fork, so you can verify for yourself.
blog.ethereum.org/2026/11/06…
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这不是第一次。
2016 年 EIP-150 因节点 I/O 成本被低估而重新定价，并引入 63/64 规则；2019 年 EIP-1884 将 SLOAD 从 200 调到 800 Gas，也让依赖 2,300 Gas stipend 的合约面临兼容风险。
Gas 价格会变，合约却常把旧价格当成常量。
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现在有两种兼容性草案：
Leo 的 EIP-8488 给新代码引入 V2 Opcode，旧代码保留旧规则
github.com/ethereum/EIPs/pul…
Giulio 的 EIP-8487 把执行额度和计费额度分开
github.com/ethereum/EIPs/pul…
两者都还在 Draft。如何处理旧代码持续创建状态，以及新旧 Factory 的部署计费，仍有不少问题要厘清。
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Vitalik 定调 ETH 为 SoV（Store of Value，价值储存）
他的意思是，别老盯着 ETH 烧掉多少手续费。EIP-1559 继续保留就好，没必要为了多烧 ETH，反过来把 Gas 费搞高
以前手续费烧得多，很大一部分靠 NFT、DeFi 交易撑着.熊市一来，ETH 跌了，交易也冷清了，手续费自然跟着降。这种收入没有想象中稳
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.
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继 Fusaka 之后，Ethereum 下一次重大升级 Glamsterdam，正在推进中。
这次升级的重点不是简单提高 Gas Limit，而是从三个方向重构 L1：
- 区块如何生产（ePBS）
- 交易如何执行（BALs）
- 状态增长如何计费（Gas 重定价）
它要解决 L1 自身的生产、执行和资源成本问题。
🤖 Made with AI
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