PERSON DIRECTORY
Alan
Alan appears in 2 indexed conversations across The Edge Podcast, 屠龙之术. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
You Know Zcash, But Railgun Lets You Use Any Asset Privately Across All Ethereum DeFi
Railgun presents itself as Ethereum’s “incognito mode,” using zero-knowledge spending to shield varied assets rather than fixed-denomination mixing; it spans five chains and has roughly $117M TVL cited on DeFiLlama.Payments—not trading—are its leading use case, but privacy sets can be weak for long-tail tokens, while broader DeFi access remains wallet-dependent and Railgun Connect is still research.
AI抢走内存，K型消费下我们还要做硬件吗？---串台开始连接 LinkStart
AI 数据中心争抢高价 HBM，正在把消费电子拖入一轮长期供给挤压。苹果已硬扛约三个季度，李楠还称库克曾向美国政府争取使用长鑫存储的关键产能，说明“苹果血槽也没有那么厚”；供给端判断最乐观也是两年，悲观时长的原话列出过 1 年、4 年、5 年，…