Cointime

DHH晒Rust版快150倍遭质疑，AI写代码后还需要追求易读吗？
著名 Web 开发框架 Rails 的作者 DHH 让 AI 把自己公司 37signals 的聊天软件 Campfire 分别移植到 Rust、Go 和 Elixir。最初测试中，Rust 版每秒处理约 3.6 万次聊天室页面请求，原版 Ruby 只有约 240 次。DHH 过去偏爱 Ruby，主要看重它的开发效率和代码易读性。他如今开始重新考虑，如果 AI 负责写代码，人类也不再逐行阅读，还有必要为了开发方便而牺牲运行速度吗？Vercel CEO Guillermo Rauch 力挺这一判断。Vercel 曾花 15 个月，将构建工具 Turborepo 约 7 万行 Go 代码移植到 Rust。虽然团队认为 Rust 更适合底层系统操作，但人工迁移成本太高，投资回报曾在内部引发争议。Rauch 认为，AI 降低了代码编写成本，过去方便人类开发的语言，未必仍是企业最划算的选择。但 DHH 的跑分很快遭到质疑。Elixir 创始人 José Valim 检查代码仓库后发现，Rust 版经过数百次提交和多轮性能优化，Elixir 版却基本停留在首次移植的状态。两者架构也不同。Elixir 将数据库操作集中到一个进程，Rust 则使用并发读取和缓存等优化。这样的测试很难证明性能差距究竟有多少来自语言本身。DHH 回应，自己要求顶级 AI Agent 尽可能发挥各语言的性能。如果 Agent 找不到 Elixir 的优化方法，这也是实际开发中需要面对的问题。社区随后继续优化不同版本。10 月 8 日更新的统一测试显示，Rust 版每秒处理约 10.6 万次聊天室页面请求，Go 版约 5.3 万次，Rust 仍快约一倍。

SemiAnalysis：字节跳动约占中国近五分之一数据中心容量
半导体研究机构 SemiAnalysis 发布中国数据中心调查，逐一追踪 60 多家运营商的 1000 多座设施。报告估算，到 2026 年底，中国数据中心容量将超过 24GW，全球仅次于美国的 56GW。字节跳动约占其中近五分之一，是国内最大的数据中心租户。字节跳动已租用超过 4GW 数据中心容量，供应商包括秦淮数据、中联数据和世纪互联等。报告称，截至 2026 年初，字节跳动仍贡献秦淮数据约 90% 的营收。字节跳动也开始加快自建，在山西、安徽和内蒙古建设大型数据中心，以减少对外部供应商的依赖。报告还称，中国数据中心虽长期被认为空置率偏高，但 AI 机房仍然供不应求，原因是大量旧机房供电和散热能力不足，难以直接部署高功耗 AI 服务器，新建大型 AI 数据中心则在快速被租满。以 100MW 数据中心为例，不含服务器等 IT 设备，中国建设成本约 3 亿美元，美国约 15 亿美元，中国同规模设施通常约 12 个月交付。相比美国面临的供电和审批问题，中国扩建 AI 数据中心更突出的瓶颈是先进芯片供应。

美股存储板块盘前普跌，美光跌1.62%
10 月 8 日，据 BIT（Bit.com）行情数据显示，美股盘前，存储板块多数下跌，其中：STX 跌 1.43%，报 796.01 美元WDC 盘前跌 1.21%，报 400.50 美元SNDK 盘前跌 1.19%，报 1672.36 美元MU 盘前跌 1.62%，报 1070.39 美元

原油价格日内大涨近4%，通胀压力再度升温
10 月 8 日，据 Bitget 行情数据显示，布伦特原油期货日内上涨 4.1%，现报 104.33 美元；WTI 原油价格日内上涨 3.9%，现报 91.7 美元。油价上涨意味着通胀上升，为了重新让通胀回归「2%」的目标，美联储已于上个月完成自 2023 年以来首次加息，多位联储主席曾公开表示未来仍有加息行为是合理的。 此前报道，五角大楼已要求美国中央司令部 (CENTCOM) 完成恢复对伊朗重大作战行动的准备，但特朗普尚未作出最终决定，也没有确定具体打击日期。官员称，如果行动重启，时间可能落在 (11 月 3 日) 美国中期选举之前，甚至早于 (10 月 27 日) 以色列大选。

沃勒：仍需更多加息，保持灵活
美联储理事沃勒表示，仍需进行更多加息，但对加息速度保持灵活。

79AU’s operational hot wallet suspected of private key leak, with losses of approximately $12.5 million
According to monitoring by Defimon Alerts, 79thVault may have lost approximately $12.5 million on BNB Chain due to a private key leak. The team’s operational hot wallet typically makes only small transfers to the reward pool, but recently this address transferred 2.01 million 79AU from the trading pair to an external address in 7 transactions, in amounts of 10,000, 100,000, 100,000, 300,000, 500,000, 500,000, and 500,000 tokens. The attacker sold the tokens back into the same trading pair through approximately 95 swaps, reducing the pool’s USDT reserves from $15.2 million to $3.9 million, and cashed out 16,249 BNB, worth approximately $12.5 million. In addition, the operational key transferred 3.79 BNB to the same external address, while another 500,000 79AU was sent to a different address.

Solana 核心开发者称无需紧急转移资产，抗量子迁移已有原型
Solana 核心开发团队 Anza 开发者 Jacob Creech 表示，与部分区块链不同，Solana 用户无需因 AI 加速密码破解或量子计算威胁而紧急转移资产。他解释称，Solana 使用 Ed25519 签名算法，签名密钥由秘密种子经过哈希运算派生，即使未来椭圆曲线密码被破解，攻击者也无法据此直接恢复原始种子。Creech 称，理论上 Solana 可通过一次网络升级，引入基于哈希的种子所有权证明，让原持有人验证身份并迁移至更安全的签名方案。Anza 已开发相关概念验证原型。他同时强调，Solana 目前仍然安全，并已具备应对未来密码学威胁的技术路线。

数据：某聪明钱疑似 10 天内减仓 1177 万美元 HYPE，若卖出将获利 1126 万美元
据 ai_9684xtpa 监测，某聪明钱自 9 月 28 日起已累计向 Kraken 充值 131,421 枚 HYPE，充值价格 89.56 美元，若卖出将获利 1126 万美元，其成本低至 3.87 美元。

Justin Sun: AI agents using cryptocurrency are expected to become mainstream, while banks will gradually exit the market
On October 8, Justin Sun said at TOKEN2049 that he expects banks to gradually exit the market, as people born after 2000 will no longer waste time banking. Within five years, AI agents using cryptocurrency will become the industry's largest application.

AI chipmaker Biren Technology plans to raise another $515 million
According to Bloomberg, Shanghai-based Biren Technology (HKEX stock code: 6082) plans to raise about HK$4.04 billion (US$515 million) to support its artificial intelligence business. The company plans to place 130 million new shares at HK$31.08 each, according to filings with the Hong Kong Stock Exchange. The placement price represents a discount of nearly 10% to Wednesday’s closing price. Bloomberg reported that Biren is one of a group of GPU developers backed by Beijing, and that the fundraising is part of a wave of fundraising by Chinese AI companies.

Greece plans to impose a 10% tax on cryptocurrency capital gains, with annual gains of up to €500 exempt
Greece is preparing legislation to impose a 10% tax on cryptocurrency capital gains. A draft bill was published on Thursday local time and has entered a public consultation period. It is expected to be submitted to parliament for review in November. Under the draft, individuals would be exempt from tax on up to €500 in cryptocurrency capital gains per year, equivalent to about $559.95. Greece currently has no comprehensive tax framework for cryptocurrencies. Officials said it is difficult to accurately estimate the size of the country’s cryptocurrency market because the vast majority of investors use overseas platforms, and the government has not yet made a specific forecast of the revenue the new tax would generate.

Samsung reportedly to cut smartphone production by up to 30% in Q4 2026
IT Home, citing an October 8 report by Money Today, says Samsung Electronics’ Mobile eXperience (MX) division plans to cut smartphone production by up to 30% in the fourth quarter of 2026. Several people familiar with the IT industry said Samsung’s MX division had notified multiple partners, asking them to reduce product supply by 20% to 30%. IT Home noted that the original report did not specify whether the 30% reduction was quarter over quarter, year over year, or relative to previously expected production. Samsung had originally planned to produce as many as 270 million smartphones for the year, relying on new products such as the Galaxy Z Fold8. After the steep cut in the fourth quarter, full-year production is expected to fall to just over 200 million units, a greater reduction than the market had previously anticipated. According to IDC, smartphone shipments in the first and second quarters of this year were 62.4 million and 62.7 million units, respectively. Its earlier forecast put shipments at 59 million units in the third quarter and 52 million in the fourth, a roughly 12% decline from the third quarter. Money Today reported that rising memory prices are the main driver of the production cuts. TrendForce data shows that in the second quarter of this year, the 12GB low-power DRAM (LPDDR5X) used in smartphones was priced at $145 to $146, up 175% from the same period last year. The report also said that AI demand is pushing up memory prices, and smartphone DRAM prices are expected to rise by around 20% more in the third quarter, reaching as much as $180. IT industry sources said Samsung’s phone sales are currently no longer profitable, and that cutting production is a strategy to maintain overall profitability.

AI drug discovery startup Isomorphic Labs in funding talks: valuation of at least $40 billion
Isomorphic Labs, an AI drug discovery company under Alphabet led by Demis Hassabis, is in early talks about a new funding round at a valuation of at least $40 billion, potentially reaching $50 billion. The company completed a $2.1 billion Series B round in May this year. The report also notes that AI applications in biopharmaceuticals are still at an early stage, and more work is needed before they can reach clinical trials and bring products to market. The talks are still in their early stages, and specific terms and investor details have not been disclosed.

WTI crude oil rises to the $90 mark, up 1.89% intraday
On October 8, according to Bitget market data, WTI crude oil rose to $90 per barrel, up 1.89% intraday.

b A whale holds a long position of 98,000 ETH; a drop to $2,446 could put a $252 million position at risk of liquidation
On October 8, according to monitoring by Lookonchain, a whale currently holds a long position of 98,089 ETH, worth approximately $252.3 million. If the price of ETH falls to $2,446.48, the position will reach its liquidation price; a further drop to $2,424.47 would also put the related position at risk of liquidation.

Cointelegraph denies sale rumors: CoinDesk report based on false information and contains multiple factual errors
On October 8, Cointelegraph posted a response on X to a recent CoinDesk report, saying, “We are not for sale,” and accusing the report of being based on false information and containing multiple factual errors. Cointelegraph said it welcomes scrutiny but will not remain silent about “presenting speculation as fact,” and questioned whether CoinDesk was creating controversy to attract readers, promote events, or respond to business pressures. Cointelegraph called on CoinDesk, its publisher, and its editorial leadership to correct the report, explicitly acknowledge the errors, and give the correction the same prominence as the original report, rather than quietly revising the wording while continuing to let the original report stand as credible. Cointelegraph also stressed that media credibility should be built on accuracy and accountability, not on sensational headlines designed to attract attention. Earlier today, CoinDesk reported that the prominent crypto media outlet Cointelegraph was seeking a buyer, though the asking price had not been disclosed. After Google imposed a manual penalty on Cointelegraph in October 2025, its organic search traffic fell by about 80%, and the website briefly disappeared from Google search results. Similarweb data shows that its monthly visits fell from more than 12 million in December 2024 to just over 700,000 in early September 2026. Founded in 2013, Cointelegraph has more than 200 employees and has not yet responded to a request for comment.

Cointelegraph denies sale rumors: CoinDesk report based on false information and contains multiple factual errors
On October 8, Cointelegraph posted a response on X to a recent CoinDesk report, saying, “We are not for sale,” and accusing the report of being based on false information and containing multiple factual errors. Cointelegraph said it welcomes scrutiny but would not remain silent about “presenting speculation as fact,” and questioned whether CoinDesk was creating controversy to attract readers, promote events, or respond to commercial pressure. Cointelegraph called on CoinDesk, its publisher, and its editorial leadership to correct the report, clearly acknowledge the errors, and give the corrections the same prominence as the original report, rather than quietly changing the wording while continuing to uphold the original report’s credibility. Cointelegraph also stressed that media credibility should be built on accuracy and accountability, not on sensational headlines designed to attract attention. Earlier today, CoinDesk reported that prominent crypto media outlet Cointelegraph was seeking a buyer, though the asking price had not been disclosed. After receiving a Google manual action in October 2025, Cointelegraph saw its organic search traffic fall by about 80%, and its website briefly disappeared from Google search results. Similarweb data shows that its monthly visits fell from more than 12 million in December 2024 to just over 700,000 in early September 2026. Founded in 2013, Cointelegraph has more than 200 employees and has not yet responded to a request for comment.

TSMC's third-quarter revenue grew 50%, reaching a record high
TSMC reported third-quarter revenue of NT$1.49 trillion (approximately US$46.71 billion), up 50% year over year, setting a record high and exceeding market expectations of NT$1.46 trillion. Strong demand for AI applications drove the growth.

Sources: U.S. and Russia discuss resuming natural gas supplies to Europe
Sources revealed that although the Russia-Ukraine conflict has not yet ended, the United States and Russia have begun talks on resuming natural gas supplies to Europe.

Bitcoin-backed lending moves into the mainstream: expanding beyond trading finance to real-world needs such as tuition and business cash flow
Bitcoin-backed lending is expanding from crypto-finance use cases centered on trading and investment to real-world credit needs such as tuition, living expenses, business working capital, and real estate, marking a clear shift in how the market is being used. Lenders such as SALT Lending and Ledn say more borrowers are choosing to pledge BTC for liquidity rather than sell their holdings. Since its founding in 2018, Ledn has issued more than $11 billion in loans and expects that figure to grow to $1 trillion over the next few years. Its clients include entrepreneurs and institutional investors seeking working capital, as well as individuals borrowing to pay for their children’s education, real estate investments, and short-term living expenses. The trend suggests BTC is evolving from a “tradable asset” into a “collateralizable asset.” Borrowers want to unlock its value without selling their BTC, while retaining exposure to potential gains. Meanwhile, lenders such as SALT are introducing fixed-rate, long-term products, bringing crypto-backed loans closer to traditional forms of credit such as home mortgages. Coinbase recently launched fixed-rate BTC-backed loans through Morpho as well. Ledn further expects similar models to expand from BTC to traditional hard assets such as gold, broadening the scope of the collateralized lending market.