{"data":[{"id":"20260430222709575101","title":"给Polymarket做插件也违法？这三类工具最容易被盯上","summary":"文章分析中国创业者为海外预测市场平台Polymarket开发第三方工具（交易终端、数据分析、新闻聚合）所面临的中国法律风险，指出尽管Polymarket获美国CFTC牌照，但其二元期权性质在中国被认定为涉赌，相关工具可能构成开设赌场罪共犯，且面向海外用户不豁免属人/属地管辖下的刑事风险。","url":"https://news.marsbit.co/20260430222709575101.html","publishedAt":"2026-04-30T14:27:10Z","source":"Marsbit"},{"id":"20260430213608938256","title":"加密行业的K型分化：红利归VC，代币持有者不仅没赚钱还沦为接盘侠","summary":"文章剖析加密行业日益加剧的K型分化现象：底层基础设施（如稳定币、预测市场、DeFi）取得巨大成功并创造万亿级价值，但普通代币持有者未能分享红利；价值持续向风投、股权股东和传统金融机构集中，而早期建设者与用户被边缘化；Hyperliquid空投模式被视为打破困局的罕见范本，凸显加密行业在价值分配机制上的根本矛盾。","url":"https://news.marsbit.co/20260430213608938256.html","publishedAt":"2026-04-30T13:36:09Z","source":"Marsbit"},{"id":"20260430201608151979","title":"2026年Q1微软、谷歌、亚马逊、Meta财报全解析","summary":"2026年4月微软、谷歌、亚马逊、Meta四家科技巨头财报显示，AI已从技术驱动转向资本效率驱动阶段：整体收入与利润增长强劲，但资本开支激增至6000亿–6500亿美元；Alphabet商业化最成熟，Microsoft变现节奏滞后，Amazon聚焦基础设施，Meta高投入回报路径间接；市场评价核心正从技术领先性转向资本开支与现金流匹配度。","url":"https://news.marsbit.co/20260430201608151979.html","publishedAt":"2026-04-30T12:16:08Z","source":"Marsbit"},{"id":"20260430192611515634","title":"Google Cloud稳定币香港论坛圆满落幕：互联生态，浪潮已至","summary":"Google Cloud与ODIG联合举办2026年稳定币香港论坛，聚焦AI驱动的支付新范式、Web3基础设施与AI融合、稳定币在智能体经济中的关键作用，多位行业领袖探讨A2A经济、M2M支付、AP2协议及KYA等前沿议题，强调AI原生架构与企业级安全协同构建下一代商业基础设施。","url":"https://news.marsbit.co/20260430192611515634.html","publishedAt":"2026-04-30T11:26:12Z","source":"Marsbit"},{"id":"20260430191918531360","title":"DeepSeekV4 与美团 LongCat 同时「破万亿」，释放了哪些信号？","summary":"中国AI企业正加速摆脱对英伟达CUDA生态的依赖，通过算法优化与工程攻坚实现大模型在国产算力平台（如华为昇腾）上的迁移与全栈适配；DeepSeek V4和美团LongCat-2.0等万亿参数模型相继发布，验证国产芯片在训练推理中的可行性，并推动从单点技术突破走向全产业链协同进化。","url":"https://news.marsbit.co/20260430191918531360.html","publishedAt":"2026-04-30T11:19:16Z","source":"Marsbit"},{"id":"20260430191910352722","title":"“我可能不再建议学计算机”，图灵奖得主炮轰半个行业，并断言：AI Agent最后全是数据库问题","summary":"数据库图灵奖得主Mike Stonebraker批评Oracle、Google、AWS在数据库设计上的失误，指出MapReduce和最终一致性存在根本缺陷，强调事务、一致性等传统数据库问题在AI读写场景中不可绕过；实证表明大模型在真实数据仓库中SQL生成准确率为0%，远低于人类工程师；并警示计算机科学可能已非增长型行业。","url":"https://news.marsbit.co/20260430191910352722.html","publishedAt":"2026-04-30T11:19:08Z","source":"Marsbit"},{"id":"20260430185611347598","title":"MegaETH 上线 FDV 突破 20 亿美元 ，哪些生态项目值得关注？","summary":"MegaETH完成首个链上KPI里程碑后启动代币TGE，FDV升至20亿美元；生态内Kumbaya占据60% TVL，CAP、Brix、Euphoria等协议覆盖稳定币、新兴市场收益、衍生品等场景；蓝筹协议Aave V3、GMX已集成，代币解锁机制与生态项目发币节奏成为后续观察重点。","url":"https://news.marsbit.co/20260430185611347598.html","publishedAt":"2026-04-30T10:56:11Z","source":"Marsbit"},{"id":"20260430185110010390","title":"5000万美金的诱惑，他们明牌收费代攻击Polymarket","summary":"文章聚焦Polymarket平台上‘美伊停火是否延长’预测市场的异常分歧：现实已确认停火延长，但该市场因规则定义模糊（尤其伊朗表态措辞）引发巨大争议；官方单方面声明‘否’后，交易者利用规则博弈，出现巨额押注、律所背书、代币动员及疑似预言机操控等行为，暴露出去中心化预言机机制在现实政治事件中的可信度与安全模型缺陷。","url":"https://news.marsbit.co/20260430185110010390.html","publishedAt":"2026-04-30T10:51:10Z","source":"Marsbit"},{"id":"20260430182610191731","title":"RWA永续：加密与 TradFi 之间真正的 PMF","summary":"文章指出2026年加密领域最大衍生品机会是RWA永续合约，其核心驱动力是预言机、稳定币抵押品和代币化RWA三大基础设施在2025年后首次同时达到生产级水平；RWA永续将填补传统市场在非交易时段的价格发现空白，并实现主经纪商业务的无许可化、24/7跨资产杠杆交易，惠及全球数千万钱包用户。","url":"https://news.marsbit.co/20260430182610191731.html","publishedAt":"2026-04-30T10:26:10Z","source":"Marsbit"},{"id":"20260430174009274461","title":"科技巨头齐发财报，谷歌大涨、Meta大跌","summary":"微软、谷歌、Meta、亚马逊同日发布财报，营收均超预期但股价分化明显：谷歌和亚马逊因AI业务转化见效（云服务与广告增长强劲）上涨，微软和Meta因资本开支激增但收入转化滞后而下跌。市场焦点已从短期业绩转向AI投入的商业化进度，四家2026年资本开支合计达7100亿美元，创历史纪录。","url":"https://news.marsbit.co/20260430174009274461.html","publishedAt":"2026-04-30T09:40:09Z","source":"Marsbit"}]}