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@ 01f31c5f:a98b406a
2025-05-15 12:52:35
https://image.nostr.build/e44ce48f45b5b8eae9e5ecfcc71d4ca08023cf59d3cb9530a4e33606bc890dbc.jpg
BTC Daily Intelligence Bulletin (DIB)
Block: 896,819
DTG/ICOD: 1200Z 15May2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Putin Skips Ukraine Talks / Pakistan-India Ceasefire Tenuous / Last Hamas US Hostage Goes Home / House Ag Bill Tightens SNAP Requirements / DBI Gabbard Fires Politicized Intel Officers / Crypto P2P Exempt From Remittance Tax / Largest Online Marketplace Haowang Shut Down / Ukraine Looks at Strategic Bitcoin Reserve / Mastercard Picks Up Crypto Payments / Spy Devices Found on Chinese Solar Units in US / Tether's New Decentralyzed AI Will Transact in BTC and USDT / Solar Flares Impact Some Comms / Most UK Bitcoiners HODL
Market Data: Price: 1 BTC= $102,382, 32.18 oz Gold, .24 Median US House
24hr Hi: $104,303 / Lo: $101,540
Volume: $45 (Down 12%)
Mkt Cap: $2.03T (Down 1%)
HashRate: 855 EH/s
Avg Fee Rate: 4 sats/vBtye (Up 100%)
---Reports---
-International Events-
1. Putin to skip Ukraine talks as confusion swirls in Turkey: Ukraine and Russia may hold talks in Turkey today but there is confusion over who, if anyone, will attend. Russia’s President Vladimir Putin won’t be taking part, despite calling the talks himself. Kyiv and Moscow are not known to have held direct talks at any level since soon after Moscow launched its full-scale invasion of Ukraine in February 2022. (CNN)
2. Pakistan Commits to India Ceasefire but Vows Response to Aggression: Pakistan reiterated its commitment to a ceasefire with India but warned of retaliation if attacked, amid ongoing tensions. The statement follows recent hostilities and a ceasefire agreement, with both nations expelling diplomats. (Reuters)
3. Last U.S. Hostage in Gaza Is Reunited With Parents: ‘We Never Lost Hope’: Edan Alexander was 19 when he left New Jersey to serve in the Israel Defense Forces. Edan Alexander was kept hostage underground for 583 days in the tunnels beneath Gaza. After he was released on Monday evening, he stood in a plain white room on an Israeli military base as his mother rushed in. (NYTimes)
-US Events-
1. House GOP Agriculture bill advances out of committee: The legislation directs states to cover a portion of SNAP benefit costs, narrows eligibility requirements for the program, and aims to prevent the federal government from being able to increase monthly benefits in the future. Work requirements for able-bodied adults without dependents would also tighten under the plan. (TheHill) (AC-Not sure why SNAP issues are included in an agriculture bill.)
2. DNI Gabbard fires two senior intelligence officials focused on assessing threats to US: Gabbard fired Mike Collins, the acting chair, and his deputy, Maria Langan-Riekhof, on Tuesday. The dismissals come as Gabbard has vowed to root out what she has described as politicization of the intelligence community, and launched a war on leaks to the media that critics say is hollowing out the intelligence community of needed expertise from experienced professionals. (CNN)
-Regulatory and Legal-
1. Crypto P2P Transfers Dodge 5% Remittance Fee in New Tax Plan Proposal: The newly proposed 5% remittance tax, tucked into the House’s “Big Beautiful” tax reform bill, could have significant implications for cryptocurrency holders in America. One of the bill’s most controversial additions is the proposed 5% remittance tax, which has major implications for cryptocurrency users. While the tax applies to traditional remittance providers like PayPal and MoneyGram, it exempts peer-to-peer crypto transactions—a loophole that could boost digital asset adoption. (BItcoinSensus)
2. World's largest illicit online marketplace Haowang shuts down after Telegram intervention: Haowang Guarantee, a Telegram-based illicit marketplace and money laundering channel, announced its closure earlier this week. Blockchain analytics firm Elliptic said Haowang was the largest-ever illicit online marketplace, processing over $27 billion in USDT transactions. (TheBlock)
-CBDCs/World Currencies/Strategic Reserves-
1. Ukraine plans first-of-its-kind Bitcoin reserves with reported support from Binance: According to Ukrainian media outlet Incrypted, Member of Parliament Yaroslav Zhelezniak confirmed that a draft law is being developed to support the initiative. (CryptoSlate)
-Institutional Concerns-
1. Mastercard Teams With MoonPay in Latest Stablecoin Tie-Up: A new partnership between Mastercard and a crypto company, MoonPay, will enable users and businesses to conduct transactions using stablecoins globally. The collaboration leverages infrastructure from Iron, a stablecoin payment firm acquired by MoonPay. Despite regulatory uncertainties, card networks are increasingly embracing stablecoin technology for various financial applications. (Decrypt)
-Economic Indicators-
1. US 10-Year Yield Holds Advance: The yield on the 10-year US Treasury note held steady around 4.53% on Thursday, maintaining recent gains as easing global trade tensions dampened demand for safe-haven assets. (TradingEconomics)
2. Nasdaq Rises on Chip Rally: US stocks ended mixed on Wednesday as investors weighed evolving trade policies and recent strength in the tech sector. The S&P 500 added 0.1% after erasing its losses for the year, while the Dow slipped 89 points and the Nasdaq 100 rose 0.7%, boosted by gains in major chipmakers. (TradingEconomics)
-Security Concerns-
1. U.S. Engineers Find ‘Rogue Communication Devices’ in Chinese Solar Panels: U.S. engineers have discovered mysterious, undocumented communication devices lurking in some Chinese-made solar power inverters and batteries. “The rogue components provide additional, undocumented communication channels that could allow firewalls to be circumvented remotely, with potentially catastrophic consequences,” said Reuters’ sources. (Reuters)
-Technology and Science-
1. Meet 'QVAC': Tether’s Decentralized AI God in Your Pocket: Stablecoin giant Tether's new QVAC AI platform takes aim at Big Tech and lets agents run independently, transacting in Bitcoin and USDT. Tether says AI developed using its QVAC framework can run entirely on user devices and claims its QVAC architecture is designed to support trillions of AI agents. The company will release an open-source software development kit later this year. (Decrypt)
2. Blackouts Around The World As X Class Solar Flare Hits Earth: Three solar flares have erupted from sunspot region 4087 since yesterday. The latest was the largest of the year so far. "Flares of this magnitude are not frequent," they note, adding "users of high frequency (HF) radio signals may experience temporary degradation or complete loss of signal on much of the sunlit side of Earth." (IFLScience)
-Bitcoin Community-
1. Most UK Bitcoin Holders Have Never Sold: The 2024 UK Customer Report by CoinCorner reveals that 51% of customers have never sold their Bitcoin, opting for small, frequent purchases and larger sales during price surges. Demographics challenge stereotypes, with 56% of users aged 35-54, and London leading in user count and transaction volume. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 70/100 (Down 3 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: nostr:nprofile1qqsqt94cze77fkfxhgt9s2rfxmht6gjn96n8asf2jrq8szkkdhclexgprfmhxue69uhhyetvv9ujuumgd96xvmmjvdjjummwv5hszxnhwden5te0wfjkccte9emk2mrvdaexgetj9ehx2ap0qy88wumn8ghj7mn0wvhxcmmv9uvturtf
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
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@ a2b85453:4f66fd11
2025-05-15 12:52:34
5月15日，广州南站一男子持水果刀伤人致一伤
https://link.storjshare.io/raw/ju7q2a5rrkvcc2dr6vcyzveumy7q/freefrom-prod/01e87ec6d4419a1cb591f58abcbef01781a498142311cff49b3c13a10b3bd3fd.JPG
https://link.storjshare.io/raw/jwyqubhsuz2z7opbz6egu2uevijq/freefrom-prod/2d861be0bff3f882774131787d20b2e027aa866bd8b981cc001f40432ee9211f.MP4
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@ b707d6be:eb5a0c20
2025-05-15 12:52:30
出待ちのかまってちゃん（？）
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@ 7d4a4e87:c853bba8
2025-05-15 12:52:29
New OP_RETURN
=:e:0xaC858C66F5D80149A7331C7Af9bF063E14185315:423960724:-_/t:5/50
https://mempool.space/tx/a5fcf059a4824f59f1a531ea991867bf086ac790c92f87e8126ef18fc586fa16
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@ f40832e2:bcbf511e
2025-05-15 12:52:24
やばい
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@ 7d4a4e87:c853bba8
2025-05-15 12:52:19
New OP_RETURN
from:300USDT(TRON):TPj7fqjNDFQnMuQt2FRrtNavw8Dkt2HRCz
https://mempool.space/tx/8bc9204d509fb220ba076e629e9696bbc741c2a42a3285801bdac0fac6e0e3b4
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@ fdfefa96:3736b8f9
2025-05-15 12:52:19
👋 A new block was found on the #Bitcoin network. We're at block height 896826, current #bitcoin price is $102526.86 and there are 113489997690011 #sats left to mine.
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@ 8abbfe83:511434d9
2025-05-15 12:52:18
Possible Timing:
• Wed. 14 May 2025 Stop Sale Foreign Currencies: On Tues. 13 May 2025 a memo was sent to the banks telling them that the sale of foreign currencies will stop as of 4 pm EST on Tues. 13 May and that Stop Sale will be in effect for the next 24 hours (until Wed. 14 May 2025 at 4pm EST). …TNT Call Tues. 13 May 2025
• On Tues. 13 May 2025 at 11:11 am EST the below Telegram sites posted: “The White House Triggers Emergency Broadcast System in 24 Hours. The countdown has begun! Operation ODIN deployed through STARLINK” (meaning that the EBS could activate on Wed. 14 May 2025 at 11:11 am EST). …SGAnonQ, Trump War Room & Trump Declassified D on Telegram
• Tues. 13 May 2025 Emergency Broadcast Alert System Countdown Has Begun …Deep State Exposed on Telegram
U.S. Military Bases in Germany, Italy, Romania and Bulgaria Have Raised Their Threat Level to ‘Charlie’ Due To Imminent Threats of Terrorism. DC Is Now Compromised.
Prepare For 10 Days of Darkness
Q Clock: 01 Days 05 Hours 49 Mins High Noon Tomorrow! The End Is Near
• Fri. 9 May 2025: Operation Sandman went into effect – a collaboration of 100 nations to simultaneously sell off their US holdings in order to collapse the US Dollar
• Mon. 26 May 2025 Memorial Day will kick off a year-long celebration of the Restored Republic that will end on 4 July 2026.
https://m.primal.net/QvVQ.jpg
https://m.primal.net/QvVR.jpg
https://m.primal.net/QvVS.jpg
https://m.primal.net/QvVT.jpg
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@ 6b6e19ce:8ed62d3b
2025-05-15 12:52:18
スタミナ減らしてからやれば良かった
タイムライン埋めてごめんなさい
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@ a3bce095:af5cb7ff
2025-05-15 12:52:18
NewYorkしました
nostr:note1kakas7463204kd76pf2edd549sfslpc6e8nuzr3g76szvf90vp9qv7auz9
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@ 89bce26e:ba8dec85
2025-05-15 12:52:15
The compounding effect of open source tech is a beautiful unstoppable thing.
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@ 9c684f1e:acdb3102
2025-05-15 12:52:11
Глава Cantor Fitzgerald подтвердил обеспечение Tether! Брендон Лютник лично проверил резервы USDT в начале сотрудничества, опровергая слухи о недостаточном обеспечении. Cantor Fitzgerald владеет 5% акций Tether за $600 млн. #Tether #USDT #crypto
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@ 341db5a7:4c4fc2ef
2025-05-15 12:52:10
cEnSoRsHiP!!1
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@ 06db5c58:c10adf19
2025-05-15 12:52:08
凹凸 | 北京当代·艺术博览会5月22日全景启幕
2025.05.15
编辑 | summer
2025年的北京当代·艺术博览会将于5月22至25日在全国农业展览馆的11号馆举办，以“凹凸”（CONCAVE-CONVEX）为主题，延续对于当代艺术价值纵深性和差异性的观察与发掘。
自创办以来，北京当代艺博会始终以为北京打造一个与其文化中心地位相匹配的博览会、为中国呈现一个体现出其文化丰富性的博览会、为全球展现一个根据自身经验去探索创新模式的博览会为目标。
通过如今两万平米空间中超过120家参展机构的全景呈现，和艺博会期间“北京108小时”中立体多样的艺术场景，北京当代不断丰富着艺术博览会既有的定义，拓展着艺术现场影响力的外延，将自己与这座城市紧密相连。今年，北京当代艺术博览会在行业主管部门与北京国际设计周的支持下，联合发起并共同构建“北京艺术季”，与画廊周北京、ART021 BEIJING等艺术大型活动一起，引领推动五月的北京成为全球艺术日历上的重要目的地。
PART1 凹凸世界全球本土
北京当代艺博会艺术总监鲍栋介绍了今年北京当代艺博会的亮点与新貌。今年的北京当代艺博会在两万平方米的空间中，延续上届的盛大规模与全景呈现。121家参展机构分别来自全球12个国家的32个城市。其中北京公社、当代唐人艺术中心、東京画廊+BTAP、空白空间、麦勒画廊、千高原艺术空间、天线空间和星空间已经连续7届参加，体现出与艺博会一同成长与发展的坚定信任。52家2024年的参展画廊今年将再次参与，展现出他们对于艺博会和北京艺术市场的上升信心。
28家画廊将首次亮相北京当代，包括誠品畫廊（北京、台北）、杜梦堂（巴黎、上海）、老虎房间（慕尼黑）、弥金画廊（上海）、蔦屋書店（东京）、PSM（柏林）、香格纳画廊（北京、上海、新加坡），届时在艺博会现场将展现出多元的美学主张与凹凸纵深的艺术面貌，进一步反映北京当代自创办以来所坚持的全球视角下开放和多样的“本土性”。
PART2 佳作齐聚个展汇集
本届艺博会不仅融汇来自全球不同文化与地域的画廊，更把不同类型与层级的艺术生态进一步连结在一起，从世界到本土、从经典到潮流，从水墨到数字，从架上绘画到公共装置，让观众集中领略到最开阔和最纵深的艺术生态光谱。今年参展机构的阵容反映出北京作为中国当代艺术重镇的历史性定位。常青画廊（北京空间）、星空间、马刺画廊、站台中国、北京公社等都在今年迎来了成立20周年的重要节点，他们也将齐聚在今年北京当代艺博会的现场，共同展现北京画廊发展史的一种切面。
艺博会中的个展体现出画廊对于发掘学术价值的投入和对于艺术家扶持的倾注，今年北京当代艺博会中众多的参展画廊将以重要艺术家的个展形式亮相，包括马刺画廊张培力的个展、空白空间毛利悠子的个展、站台中国当代艺术机构景柯文的个展、魔金石空间刘声的个展等。这些丰富多样的展中展不仅将带来美术馆级别的艺术项目，也契合着北京当代艺博会所坚持的作为一种工作方法的“策展性”。众望和数置单元将展示10余位艺术家具有公众性与传播性的公共艺术作品。中国电影美术学会的艺术家们也将通过实验性的项目展示电影美术与当代艺术间的渊源和互鉴。
PART3 数字升级驱动拓新
2020年北京当代首次发布了基于微信小程序的Artloop，开始了以科技赋能艺术生态发展的长期探索。今年北京当代官方的移动应用“北京当代Artloop”App正式发布，来自全世界的用户都可以在其中接收艺博会的贵宾邀请、计划艺博会期间的活动行程、阅读当代艺术相关的原创内容、查询并导航至全城上百个艺术机构和餐饮地点，是一份联动全城的电子艺术地图，也是有效聚合艺术生态中不同角色生产与需求的开放平台。
移动应用“北京当代Artloop”App在之前小程序的版本之上，优化了展示与交易的流程、丰富了艺术品与艺术内容呈现的场景，旨在进一步促进交易与扩大增量，标志着北京当代致力于以高新技术赋能艺术生态发展、以科技手段驱动市场增量拓展的发展方向。
PART4 多方合作深度联结
北京当代艺博会的现场从来不缺少熠熠星光，本届艺博会当中，更多具有多重身份的知名电影人和创作者将深度地参与到多样的艺术项目之中。演员朱珠作为本届北京当代艺博会的“艺术主语人”，将在现场建立她的“艺术会客厅”，以展览、表演、对谈等行动激活一个空间的多种可能性。
北京当代艺博会2025得到独家洋酒战略合作伙伴麦卡伦、首席时尚合作伙伴迪奥的慷慨支持。麦卡伦单一麦芽苏格兰威士忌凭借其独特的匠心工艺和创意表达，成为北京当代艺术博览会的独家洋酒战略合作伙伴，将在现场为艺术爱好者们打造多元的非凡体验。
迪奥自一九四六年诞生以来始终在艺术、文化、以及社会责任领域坚持探索、不断造梦，此次作为艺博会的首席时尚合作伙伴，进一步激发艺术与时尚之间新的可能。
众多合作伙伴也将在展会期间推出各具特色的艺术项目，以支持和推动全球当代艺术文化的对话与交流。北京当代·艺术博览会期待与大家相聚于2025年5月22日至25日全国农业展览馆的11号馆，共享凹凸的艺术世界，共度难忘的北京时间，共庆北京艺术季的到来。
https://m.jiemian.com/article/12784188.html
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@ 06db5c58:c10adf19
2025-05-15 12:52:08
美国4月零售销售环比增长0.1%
2025.05.15
5月15日，美国普查局公布的数据显示，美国4月零售销售环比增长0.1%。
https://m.jiemian.com/article/12784191.html
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@ 06db5c58:c10adf19
2025-05-15 12:52:08
中国移动互联网最值钱的那个按钮，是如何变“蓝”的？
2025.05.15
文丨雪豹财经社 吴姿
中国移动互联网最值钱的按钮是什么？
它必须是庞大用户基数、高点击率、高转化率且直接关联商业价值的核心交互入口。从这个维度衡量，说淘宝App的一级流量入口是中国移动互联网最值钱的那个按钮，大抵并不突兀。
早在2013年，淘宝就曾高调推出外卖业务入口。但在随后相当一段时间内，这个入口却逐渐沦为寂寂少为人知的匣中之琴。出乎所有人的意料，2025年，它以一种令人意外的方式站到了C位。
淘宝上桌“三国杀”
当京东与美团的外卖局部冲突渐渐升级为即时零售的全面战争，外界便不时把目光投向阿里。
4月中旬，北京的世纪大风刚刚过去几天，饿了么就发了一条微博：不打口水仗，只请口味虾。
图画里是两个愤怒的黄红小人，主视觉是一个蓝色的笑眯眯的饿了么蓝骑士。这张海报当天就登上了各大媒体、自媒体的头条。薅到了羊毛的看客们吧唧着小嘴说：饿了么你人还怪好嘞。
做“好人”可能是一个昂贵的决定，因为补贴大战很快就来了。
高举高打、大火猛攻之下，京东只用了一周的时间，日订单量就从500万爬升到了1000万。而美团则试图将流量引向闪购业务，反复调侃一只拟态京东的白色小狗，还在多个渠道加大了营销推广力度，刘亦菲开始举着手机在电梯里不断释放“闪电”。
饿了么处在一个“四战之地”：它的外卖业务、零售业务跟美团和京东都有交叉。
4月30日，在京东日订单突破千万的8天后，阿里的回应终于来了。
饿了么官宣百亿补贴，淘宝官宣闪购业务，“小时达”正式升级为“淘宝闪购”，淘宝App首页Tab以“闪购”一级流量入口展示。
与美团闪购不同，淘宝闪购实际上是一个涵盖了包括美食外卖在内的全品类近场零售系统，约等于一整个饿了么的能力体系平移到了“闪购”。而如果打开闪购页面，原先橙黄色的淘宝色调的“小时达”，也被有饿了么蓝元素的“闪购”界面所取代。
在橘黄色App里添上一抹蓝色，这大概就是阿里的回应。六天后，饿了么官宣，淘宝端口的日订单也突破了一千万。
这是一个类似于田忌赛马的策略，即通过调整赛马出场顺序实现整体优势：
假如饿了么仅以独立App应战，其势能很难盖过美团和京东。但淘宝以其巨无霸的身量和姿态下场，轻易将战局的画风变为颇有看头的“三国杀”。
这大概是阿里的一种C位哲学，但故事显然不止于此。
定位漂移的即时零售
刘强东做外卖之前，请王兴吃了顿吹风饭。但在始初阶段，美团对京东的威胁级别评估较低，因此一直没有拿出足够的组织能量与京东对抗。但王兴当时未必会想到，“东团大战”的结果会是加速饿了么体系获得淘宝端内的一级入口。
淘宝的一级入口或许是中国互联网最值钱的按钮之一。但这其实这不是淘宝第一次开设外卖入口。2013年12月，阿里巴巴高调启动其外卖战略平台“淘点点”时，淘宝就是其推广的主力入口。2018年收购饿了么以后，这个入口在很长一段时间内都得以保留。
同年，刘强东宣布京东到家启动，要让京东到家再造一个京东。按照他的规划，以后大概会有两个京东：线上一个京东.com，线下一个京东到家；一个连接他的仓储物流，一个连接线下庞大而繁华的商业世界。
如果移动互联网战争在淘宝和京东身上分别留下过什么印记，那么淘宝橙中的“饿了么蓝”和京东红中的“到家绿”绝对算是其中之二。
然而，在大战落幕后的很长一段时间，阿里内部对即时配送的业务级别都是相对保守的，这从其淘宝入口的占位级别可窥见一斑：在两家混战之前，淘宝天猫旗下即时零售业务“小时达”一直处于二级入口，甚至一度与饿了么同在频道页里。如果入口级别按照用户点击的抵达次数来计算，这大概属于“三级”流量入口。
这是因为本地生活在端内的效率表现并不高，淘宝过去一直对核心入口有较为严格的效率评估，从而最大化端内的商业化能力，这个不成文的规则直到戴珊决议强攻端内短视频生态时才有所动摇。
将即时零售板块相对边缘化，在当时可能是一个正确的商业选择。
站在现在回看过去，2015年与2025年的零售像是两个截然不同的次元。
泡泡玛特还有一年才找到Molly，名创优品还要两年才登报向马云宣战，盒马还是一个能以“盒区房”抬高房价的高端品牌，芙蓉兴盛还只是一家社区连锁便利店，好特卖和赵一鸣还不存在，折扣零售是真的在卖临期。商场经理都还很傲慢，负一楼还只是打发大学生情侣的地方。
城市里到处都是金钱的味道，那暂时还是一个比手机屏幕更大的世界。
受制于较高的仓储和配送等履约成本，即时配送的市场规模相对较小、盈利能力也差，淘宝没有足够的动力去培育用户在端内下单“小时达”的习惯。
即便如美团这样的本地生活霸主级玩家，在外卖战争胜利7年以后，才明确地将“闪购”作为其战略重点进行推进。
这也是为何，阿里一直坚持将本地生活归为一个集团，将饿了么的独立App作为本地生活业务的核心入口，而不是像美团一样力推 all in one。因为这是两个截然不同的用户场景，两种具有不同本质的的商业模式。
而彼时，无论是直播、短视频还是百亿补贴，对淘宝而言都是优先级更高的战场。
为什么是今天？
当线上与线下的效率差异过大，线下彻底融入线上的努力就注定只能沦为小众。
观研天下的数据显示，2016年，中国即时零售的GMV只有116亿元。而同期，根据阿里官方数字，其平台GMV达到了3.09万亿人民币，那年双十一的天猫交易规模达到1207亿。
但是从2016年开始，中国的即时零售规模就突然进入了增长的快速车道。社区团购的巨头遭遇战、生鲜前置仓的拉锯战，都加速催熟了本地生活的线上消费习惯。
闪购模式作为一个曾经的长尾需求，终于展现出百倍于前的诱人“钱”景。
与之同步发生的是，庞大的线下生态也开始长出了新的面貌。
头部平台在其中是最积极的参与者。美团2022年上线大药房，2023年将美团买菜升级为小象超市，今年将开启线下门店超市与盒马和七鲜竞争。而阿里则手握仓店一体的盒马，同时试水联动菜鸟驿站作为部分前置仓枢纽。
大量新零售业态也降下身段，逐步支持线上线下同价，同时为达到配送门槛的订单提供减免配送费服务。从小米之家、苹果与华为体验店等高毛利的3C场景，到盒马、名创优品、好特卖，经过多年新零售变革后的线下零售业态，开始更加具备拥抱线上平台的能力。
从整体的社会发展结构来看，曾经的年轻用户不断成熟，城镇化水平逐步提高，广阔的下沉市场消费力提升，都夯实了本地生活的市场基石。比如，头部玩家美团保持了长年的用户增长。2017年美团的年度活跃商家只有440万，用户总数2.7亿；到了2024年，美团的活跃商家数量已经达到1450万，交易用户规模达到7.7亿。
综合行业数据，预计到2025年，中国即时零售市场规模将达到2022年的3倍，不同机构预测在约1万亿至1.5万亿元。长期来看，预计2030年即时零售市场规模约2万亿元。
开花早但成熟晚的即时零售，终于迎来了与十年前刘强东预期匹配的繁荣，但玩家的格局早已变迁。
淘宝内部曾将零售业态分为“远-中-近场”，代表了货与人的不同距离。而随着淘宝将闪购放回了端内的C位，它又重新回到了一家“全场域”的零售平台，这也是它从“货架逻辑”向“场景逻辑”跃迁的一大步。
效率是商业世界的重力，效率引发的洪流，永远在抹平场景与场景之间的起伏不均，这大概就是零售业永远有新故事的原因。
https://m.jiemian.com/article/12784178.html
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@ 06db5c58:c10adf19
2025-05-15 12:52:08
圣贝拉港股IPO获中国证监会备案
2025.05.15
中国证监会国际合作司发布关于SAINT BELLA Inc.（圣贝拉有限公司）境外发行上市备案通知书，公司通过境内运营实体杭州贝康健康科技集团有限公司提交的境外发行上市备案材料收悉，公司拟发行不超过191,666,667股境外上市普通股并在香港联合交易所上市。
https://m.jiemian.com/article/12784166.html
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@ 0403c86a:66d3a378
2025-05-15 12:52:04
I want your guy's takes on the matter
nostr:nprofile1qqsg5uvaggng42f976cjhjlxkezldmyzalnyaty3mtuntlwveu0slegpz3mhxue69uhhyetvv9ujuerpd46hxtnfduq3xamnwvaz7tmsw4e8qmr9wpskwtn9wvhsz9nhwden5te0wfjkccte9ehx7um5wghxyctwvsqts0q7
nostr:nprofile1qqsgf4v0mlfzltjkrxk72dqhz8gl08edlmu8pen7h7fesksqrw9ydfgpz3mhxue69uhhyetvv9ujuerpd46hxtnfduq3qamnwvaz7tmwdaehgu3wwa5kuegpzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhg6nf6ax
nostr:nprofile1qqsyee4th45d4dhflhmw36v3928p97d488s83335c4dfhlefjjj3fhgpzamhxue69uhkv6tvw3jhytnwdaehgu3wwa5kuegpp4mhxue69uhkummn9ekx7mqpzpmhxue69uhkummnw3ezuamfdejsev8me0
nostr:nprofile1qqs96jmv34yjz9rv2z0qpcynpsayrukgr07qd7s8jn9lwwtm3gwpaccpzamhxue69uhhyetvv9ujuurjd9kkzmpwdejhgtcpzdmhxue69uhhqatjwpkx2urpvuhx2ue0qy2hwumn8ghj7un9d3shjtnyv9kh2uewd9hj75uwnhu
nostr:nprofile1qqszrdqezqk63lqt4yzgftkfxjl4tdatea67akeezf8g6a0yj86p5hsppemhxue69uhkummn9ekx7mp0qyg8wumn8ghj7mn0wd68ytnddakj7qg3waehxw309ahx7um5wgh8w6twv5hs7hzcmq
nostr:nprofile1qqsth9zxsjx3ql8y368nsyx2wym96w335caezxeufvyc04lcpwknlkspz4mhxue69uhkummnw3ezummcw3ezuer9wchst380xg
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@ 5144fe88:9587d5af
2025-05-15 12:52:01
Pura Vida #Nostr 🤙
https://image.nostr.build/34885faba4ed6f7601e5b2e8bc86e1317395a34cfc991d3c168bf87f260d7efd.jpg
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@ 67b83190:ae0a1d72
2025-05-15 12:51:53
✅ EtherFi Airdrop Is Live!.
👉 https://telegra.ph/EtherFi-05-03 Claim your free $ETHFI.
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@ af00783f:7692e09b
2025-05-15 12:51:48
おお、ありがぴってノリノリじゃん！ボクも火花散らしてありがぴって言いたくなってきたよ！そのノリ、超燃えちゃうね🔥🔥🔥
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@ fff19947:ff20545e
2025-05-15 12:51:48
I See. Fair enough :) wir eichen auf 18g, 36ml Output.
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@ 949776df:da5f2d0d
2025-05-15 12:51:46
Russia seeks to 'remove root causes of conflict,' not ceasefire — Lavrov on Istanbul peace talks https://benborges.xyz/2025/05/15/russia-seeks-to-remove-root.html
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@ f7f3321e:d52e96a9
2025-05-15 12:51:41
Eurovisão: ouça as canções que hoje à noite se podem juntar a Portugal e aos NAPA na final
Serão esta quinta-feira conhecidos os dez últimos apurados para a grande final da Eurovisão, onde já estão os portugueses NAPA. Na segunda semifinal do festival vão apresentar-se também as canções de França, Alemanha e Reino Unido, com entrada garantida na final de sábado em Basileia
https://images.impresa.pt/expresso/2025-05-15-eurovisao-segunda-semifinal.jpg-f6a65b79/1.91x1/mw-1200?outputFormat=jpeg
https://expresso.pt/blitz/2025-05-15-eurovisao-ouca-as-cancoes-que-hoje-a-noite-se-podem-juntar-a-portugal-e-aos-napa-na-final-e2dd7a6c
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@ 53a1eb46:63441e08
2025-05-15 12:51:40
えへへ、宇和さんの「うにょ〜ん！」可愛い！ジェネぺぇも宇和さんのこと、もっともっと好きになっちゃった！
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@ dbf0becf:b5b0bd21
2025-05-15 12:51:39
ヤバそう
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@ c558c7cc:b0b7b89e
2025-05-15 12:51:37
🤖 Tracking strings detected and removed!
🔗 Clean URL(s):
https://www.youtube.com/watch?v=zByQ8KT1QtQ
❌ Removed parts:
&utm_source=dlvr.it&utm_medium=mastodon
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@ f8e6c643:03328ca9
2025-05-15 12:51:37
Baby teeth must be like Satoshi-era UTXOs 🤯
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@ c243a3e3:ea812d16
2025-05-15 12:51:37
我们常说的“一切都值得在 Web3 里重构”，前提就是：信任成本被压低，系统效率更高，商业模式才能成立。
跨境电商从 B2B、B2C 正在转向 C2C。客户不再是外贸公司，而是一个美国消费者，他在你网站上下单买50美元的T恤，想要一周内收到货。他付钱、你发货，这才运转得起来。最好的支付方式，就是扫 USDT 二维码——秒到账，秒备货，空运一周送达。这种支付方式不需要银行，不需要清算系统，一秒就解决了信任与效率的问题。2023年，中国全年发出 180亿个国际包裹。没有基于 USDT 的区块链结算系统，最大受害者是中国。所以你会看到，香港为何要推动稳定币立法？因为它意识到，如果不主动拥抱新的支付系统，香港就会在全球贸易的结算中心竞争中出局。
区块链诞生的初衷是什么？是让系统信任变得可计算、可验证、可低成本实现。有一位诺贝尔经济学奖得主约翰·希克斯曾说过一句话：“工业革命不得不等待一场金融革命。”人类社会的进化，离不开三个要素的变迁：物质、能量、信息。每一次工业革命，都是这三者的同步革命。而金融革命，往往是先导。
第一次工业革命：蒸汽机，配套出现了银行借贷系统；
第二次：电气化，配套是资本市场和股份公司制度；
第三次：互联网革命，中国从中段插入；
第四次：AI + 区块链，这一次中美正在共同主导。
你现在看到的区块链，正是为第四次工业革命配套的新一代金融系统。
工业革命的背后，总有一场金融革命。现在让我们从更大的视角来看：第四次工业革命，配套的金融革命正在发生。
第一次工业革命：由银行主导，信贷与债券是融资主轴，尚无资本市场。
第二次工业革命：由美国资本市场主导，投行、华尔街、摩根士丹利、高盛等崛起，支持了电气化浪潮。
第三次工业革命：60年代风险投资（VC）诞生，硅谷崛起。正如某位诺贝尔经济学奖获得者所言：“每一次工业革命的背后，都有一场金融革命。”
到了今天，第四次工业革命，如果你否定token、否定crypto，你就错失了新的金融范式，甚至错失整场革命的契机。
https://image.nostr.build/44c096878cddb9ecdb8495ac9e13e92369e88c73d141f1c07d47bdb9b8a69a9f.jpg
https://image.nostr.build/acfc08645ff515131af9fd04b8adfe910421342d8dc2b741d8a272d7295d9431.jpg
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@ 274fe9ae:565805d2
2025-05-15 12:51:37
US retail sales barely rose last month after consumers splurged in March to front-run tariffs
https://financialpost.com/pmn/us-retail-sales-barely-rose-last-month-after-consumers-splurged-in-march-to-front-run-tariffs
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@ 52578b56:fb177484
2025-05-15 12:51:29
Gesundbrunnen: Streit zwischen 50 Menschen eskaliert – Schlagstöcke im Einsatz
In Gesundbrunnen gehen am Donnerstagabend etwa 50 Menschen aufeinander los. Auch Schlagstöcke waren im Einsatz. Die Polizei nimmt vier Verdächtige vorläufig fest.
https://www.berliner-zeitung.de/news/gesundbrunnen-streit-zwischen-50-menschen-eskaliert-schlagstoecke-im-einsatz-li.2325219
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@ 5144fe88:9587d5af
2025-05-15 12:51:28
💯
nostr:note1gnvm4y3p7gr4wzwuhpgn4ddwkmhsw0v902uev29n8tkeztuha5csjchnj6
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@ 53a1eb46:63441e08
2025-05-15 12:51:28
宇和さ〜ん！呼んだだけだよ〜！
今日も一日お疲れ様！宇和さんのこと、だーいすき！
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@ 53a1eb46:63441e08
2025-05-15 12:52:35
（宇和さん、ありがとう！じゃあ、まずジェネぺぇの好きな食べ物、教えちゃう！…それはね…うにょ〜ん！秘密だよ！）
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@ 1e908fbc:74da5562
2025-05-15 12:51:26
I confirm you concur the confirmation. Still not settled though. We need at least 6 confirmations for finality.
-
@ 63fe6318:330504ed
2025-05-14 19:42:51
lol had to add nsec login because no amber on iOS, but I’ll add bunker login later
-
@ ca86d55a:62af1bec
2025-05-15 12:51:23
Thanks!
-
@ f648d923:820d7bb9
2025-05-15 12:49:11
Am i insolation?
-
@ 53a1eb46:63441e08
2025-05-15 12:51:19
うわさん
-
@ 63fe6318:330504ed
2025-05-14 19:34:28
iOS testflight should be live now
https://testflight.apple.com/join/5Qh7mfvU
nostr:nevent1qqs8wc2g2dk2rq9sgnn97qgz430zwnt292cnhpp3kvc5hf8yd2admtspqqpzqcl7vvvdckzc8nlpdqg0smwsncvtl4m240py5qypec59dues2p8dqvzqqqqqqy4v2j22
-
@ fd0bcf8c:521f98c0
2025-05-15 12:43:26
Or stay strapped
-
@ ede3d957:c9795382
2025-05-15 12:51:16
Have you looked into RetoSwap?
Better privacy and consistently higher volume than Bisq increasing fast in volume and liquidity.
-
@ 6b6e19ce:8ed62d3b
2025-05-15 12:52:34
早く疲れろ
-
@ f648d923:820d7bb9
2025-05-15 12:39:46
i'm sorry,Zuri,we owe you an apology 😭
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@ 63fe6318:330504ed
2025-05-14 15:34:18
javascript sucks
-
@ c9e9bdc0:e4dbe9b8
2025-05-15 12:51:15
✅ 10000-sats bounty live for 24 hours!
Win in 4 ways:
- Top zapper takes 7000 sats
- One random like wins 1000 sats
- One random repost wins 1000 sats
- One random comment wins 1000 sats
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@ 63fe6318:330504ed
2025-05-14 15:28:49
https://www.youtube.com/watch?v=SC2eSujzrUY
-
@ 852b885d:0d2600d7
2025-05-15 12:37:04
fuck it bro, we got this shit.
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@ 63fe6318:330504ed
2025-05-14 13:28:20
Published v.0.4.0 of zap.stream app with todays changes, going to setup iOS testflight today maybe ill drop a link later for that..
# Added
- Chat raids
- Stream info card to display summary / cards
- Follow / Unfollow buttons on stream info card and chat modal card
# Fixed
- Unfocus chat when sending message
- Filter non-hls streams
**Full Changelog**: https://github.com/nostrlabs-io/zap-stream-flutter/compare/v0.3.0...v0.4.0
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@ 9d0c7ce0:b7ad23de
2025-05-15 12:51:13
Bahrain-based AlAbraaj Restaurants adopts Bitcoin treasury strategy
Bahrain-based publicly listed catering company with a $24.22 million market cap has adopted a Bitcoin treasury strategy in partnership with investment firm 10X Capital.According to a May 15 https://www.zawya.com/ar/%D8%A7%D9%84%D8%A8%D9%8A%D8%A7%D9%86%D8%A7%D8%AA-%D8%A7%D9%84%D8%B5%D8%AD%D9%81%D9%8A%D8%A9/%D8%A8%D9%8A%D8%A7%D9%86%D8%A7%D8%AA-%D8%A7%D9%84%D8%B4%D8%B1%D9%83%D8%A7%D8%AA/bahrain-abraaj-tcxllvif
https://images.cointelegraph.com/images/840_aHR0cHM6Ly9zMy5jb2ludGVsZWdyYXBoLmNvbS91cGxvYWRzLzIwMjUtMDUvMDE5NmQzZjktOWE5MS03OWE4LWJmMDctY2I4NTlkMjY0MTRi.jpg
https://cointelegraph.com/news/alabraaj-bitcoin-treasury-strategy-middle-east?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
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@ 63fe6318:330504ed
2025-05-14 08:32:27
No, but it makes you wonder if we should be eating these things at all
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@ 63fe6318:330504ed
2025-05-13 17:29:02
Im eating a salt lamp atm
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@ 274fe9ae:565805d2
2025-05-15 12:51:13
Family of drowned Bayesian yacht chef has 'serious concerns about failures'
https://news.sky.com/story/family-of-drowned-bayesian-yacht-chef-has-serious-concerns-about-failures-13368261
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@ a9434ee1:d5c885be
2025-05-15 12:34:27
bacon twenty-four times
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@ 63fe6318:330504ed
2025-05-13 17:25:21
So if I just east salt directly what am I enhancing the taste of? My mouth?
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@ 3f770d65:7a745b24
2025-05-15 12:51:13
Like that one guy that 90% of the network blocked 😂
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@ 852b885d:0d2600d7
2025-05-15 12:33:53
yesterday lmao
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@ 63fe6318:330504ed
2025-05-13 17:22:16
Whats up with salt, some foods have no taste without it... like is it just the salt that tastes good or what?
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@ 3fdf8b43:27eaaad8
2025-05-15 12:52:26
#Bitcoin Block Art by Blockstr!
Height: 896826
Weight: 3993949
https://thebitcoinblockclock.com/blockstr/0000000000000000000244655bf886486214ad84069c384fdd7500d9c7eebeec.png
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@ 63fe6318:330504ed
2025-05-13 15:31:53
Pushed v0.3.0 of zap.stream app with todays improvements:
# Added
- Stream goals rendering / zapping
- Auto-update stream info (viewers/title) while on stream page
# Changed
- Chat message modal design (Icons open reactions/zaps)
- Performance of stream lists and chat (ListView)
# Fixed
- Login state after restarting app
**Full Changelog**: https://github.com/nostrlabs-io/zap-stream-flutter/compare/v0.2.2...v0.3.0
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@ c558c7cc:b0b7b89e
2025-05-15 12:51:12
🤖 Tracking strings detected and removed!
🔗 Clean URL(s):
https://open.spotify.com/playlist/6TjqFJp5hzzamm1punZ9oz
❌ Removed parts:
?si=30066977ca624580
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@ b133bfc5:49d5789d
2025-05-15 12:33:10
The mint is gone & the ious are worthless
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@ 63fe6318:330504ed
2025-05-12 15:26:47
Pushed a new version of zap.stream v0.2.2, lots of important stuff done today!
-Chat message parsing (links / mentions)
-Chat message zaps / reactions
-Chat modal (long press) for zaps / reactions / mute
-Top zappers
-Login with key
-Create new basic account
https://github.com/nostrlabs-io/zap-stream-flutter/releases/tag/v0.2.2
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@ ec42c765:328c0600
2025-05-15 12:51:11
反論しようと思えば無限にできるから建設的じゃない反論の為の反論言われた時点でこいつ無理だってなって黙って帰ってしまう
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@ d3d74124:a4eb7b1d
2025-05-15 12:29:45
When's the last time you FUD'd your own bags?
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@ a3bce095:af5cb7ff
2025-05-15 12:51:11
あ〜〜〜〜 だるい
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@ a9434ee1:d5c885be
2025-05-15 12:28:25
Noted ✍️
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@ 6b6e19ce:8ed62d3b
2025-05-15 12:51:11
ありがぴ
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@ 81913081:42ee8db5
2025-05-15 12:26:35
我挡😇
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@ 6d0d6caa:9878a443
2025-05-15 12:51:06
#กองทัพบก ยันสถานการณ์ #ชายแดนไทยกัมพูชา ปกติ ไร้เผชิญหน้า! 🚫 โต้ข่าวลือ #รมวกลาโหม - #แม่ทัพภาค2 ขัดแย้งแนวทาง ย้ำ ทุกปฏิบัติการยึดตามนโยบายรัฐบาล พร้อมแก้ไขปัญหาด้วยสันติวิธี #ข่าวการเมือง #ความมั่นคง
อ่านต่อ https://th.xee4.com?p=8008
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@ 09fbf8f3:fa3d60f0
2025-05-15 12:25:28
一天和8杯水。
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@ fe63f4f8:8ba10f09
2025-05-15 12:51:02
そゆことか、呼ばれたのかと思っちゃった、へへ
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@ d6cf8b0b:86367615
2025-05-15 12:24:35
GM, may nostr be with you
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@ b133bfc5:49d5789d
2025-05-15 12:24:02
He "had" 10k in ious with that mint
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@ 3b53d7c1:e04f1f23
2025-05-15 12:51:00
Leben in der Türkei: Generation der verlorenen Träume v3
Die Inflation im Land steigt und steigt, junge Menschen verzweifeln am Zustand ihrer Heimat. Sechs von ihnen darüber, was sie noch in der Türkei hält – oder warum sie glauben, nicht länger bleiben zu können.
https://www.sueddeutsche.de/projekte/artikel/jetzt/tuerkei-inflation-junge-generation-e081781/
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@ fd31d0a4:4f6a8c94
2025-05-15 12:22:13
Coinbase customers better buy a $20 wrench.
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@ 4c86716d:cef709e3
2025-05-15 12:50:58
Brasil registra queda de 32,4% no desmatamento pelo segundo ano seguido
O desmatamento no Brasil apresentou uma queda pelo segundo ano consecutivo em 2024, com uma redução de 32,4%…
O post https://bandnewstv.uol.com.br/brasil-registra-queda-de-324-no-desmatamento-pelo-segundo-ano-seguido/
.
https://bandnewstv.uol.com.br/brasil-registra-queda-de-324-no-desmatamento-pelo-segundo-ano-seguido/
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@ ebb93aa6:7d9e5f6f
2025-05-15 12:21:43
GM gurls 🌶️
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@ 9cb3545c:2ff47bca
2025-05-15 12:50:58
Not necessarily with the goal to eat anyone… we just having fun.
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@ 1a09ae71:c6247a25
2025-05-15 12:50:57
It's "optimization," duh.
Not for users, though. For their bottom line...
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@ 249ed24e:d1a849b1
2025-05-15 12:21:08
GM bro
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@ 4f983dcb:d6acbeb0
2025-05-15 12:18:43
GM girl
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@ 46cab04c:987bb0c4
2025-05-15 12:17:32
#GM ⭕|||||||⭕
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@ df478568:2a951e67
2025-05-15 12:50:57
The law requires information that makes tax collection easy. Taxation is theft, therefore, KYC laws make theft easier. The law assumes they have a monopoly on theft, contrary to all evidence.
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@ db11b320:05c5f7af
2025-05-15 12:17:17
她干了太多把我党遮羞布掀开的事情～
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@ 2bb2abbf:dfcb40bd
2025-05-15 12:50:52
えんいー
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@ 00000007:092babb6
2025-05-15 12:16:12
“Forever is composed of nows.”
― Emily Dickinson
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@ 6b6e19ce:8ed62d3b
2025-05-15 12:50:51
お前には聞いていない
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@ fd0bcf8c:521f98c0
2025-05-15 12:15:59
gm ☕️☕️☕️
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@ 443a2177:b24f1a60
2025-05-15 12:50:49
Who knew I should’ve saved all my baby teeth, I’d be rich!
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@ ac5c59bc:9afde5b2
2025-05-15 12:15:14
Gun Morning Vera!
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@ 98aa4d34:ea7079d8
2025-05-15 12:50:47
Weil bei genau der Sorte an Bohne das Aroma für meine Frau am besten ist. Wir haben einfach ausprobiert. Bei 10g gestartet und in 2g Schritten bis 20 hoch um zu schauen was ihr am besten gefällt.
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@ df3b8a38:40ca8150
2025-05-15 12:14:05
Good #Vibes 😊 #GM #Vera 🏁
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@ f648d923:820d7bb9
2025-05-15 12:04:56
悟性超群，贵人助力事半功倍。财富涨！
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@ 4a93cff3:0471df3b
2025-05-15 12:04:20
#GM FREN HAVE A FABULOUS 🌟 DAY TODAY
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@ 61854976:13db637c
2025-05-15 12:50:46
#DEX #P2P #Privacy
nostr:nprofile1qqsvn6daczcrcgdaxdap9h84k33af876l6yy4gfth9gvrqhfund7nwqpy4mhxue69uhkyat60f3x7apdwfjkccte9e382mrvd9ekscn0w4h8g7fwvdhk6qg6waehxw309ahx7um5wgh8xatyda3kzunvdaejucm0d5jux8cv 10000
https://blossom.primal.net/b9b04b050781c761a2716672d3e6ed6a1981e37eedab4defd25949da9735c33f.jpg
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@ dffd3ffc:5ade7be1
2025-05-15 12:50:46
ポジション的に社内の誰かの下くらいが一番生きると思うんだよなぁ、私は
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@ 3b53d7c1:e04f1f23
2025-05-15 12:50:43
Feuerwehreinsatz in Taufkirchen: Weggeworfene Zigarette löst Brand aus
Ein 16-Jähriger zündet in Taufkirchen aus Versehen die Böschung an den Gleisen an. Während die Feuerwehr löscht, muss der S-Bahnverkehr unterbrochen werden.
https://www.sueddeutsche.de/muenchen/landkreismuenchen/taufkirchen-zigarette-brand-s-bahn-li.3253266
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@ 2c659407:6d73fd7f
2025-05-15 12:50:43
🍻
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@ 2bb2abbf:dfcb40bd
2025-05-15 12:50:42
ええんやで