来源：内容转自公众号【 张托肯用AI 】，作者： 张托肯，谢谢。 大家好，我是张托肯。 最近，我把 AI 跑通的模拟电路"小玩具"，比较器、采样电路、SAR ADC、LDO 等，扔进了 工业级 EDA 环境 。 当全链路真的在服务器里跑通，AI 开始自主调用 Spectre 仿真器、解析网表、甚至在 Virtuoso 里翻箱倒柜时—— 我感觉自己像是真的掌握了魔法。 新手需要学习和操练一星期的内容，熟练工程师要折腾一两个小时的工作，在 agent 驱动下，变成了几分钟的算力吞吐。 更震撼的是，AI 不再是一个盲目跑仿真的"计算器"，它更像个 极好用的实习生 。它能像人一样理解电路语义、响应指令，甚至能梳理复杂的历史设计，将其转化 为 可理解、可复用 的数字资产。 模拟设计，正从"古法手艺"跨越到"语义驱动"的新阶段。 1 AI 能理解比较器吗？ 本文不铺大摊子，先拿 StrongArm 比较器开刀。 比较器是模拟与混合信号芯片设计中的"麻雀"，结构经典、指标多维且相互牵制 （噪声、速度、功耗、回踢） ，非常适合用来展示设计师（含AI）处理复杂权衡 的能力。 首先找一个 标准的比较器测试台，用 spectre ...

seeing more mentions of @LidoFinance on the TL ✍️ https://t.co/hsprvqPw1bmonetsupply.eth 🗽 NYC (@MonetSupply):think lido may be getting to price levels low enough where it starts to get interesting as a relative value play vs ETHboth steth and ldo throw off eth denominated cashflows. ldo's eth income is much "cheaper" rn all things considered ...

RT Token Terminal 📊 (@tokenterminal)Is @LidoFinance (LDO) undervalued? https://t.co/440tKujsfZ ...

Is @LidoFinance (LDO) undervalued? https://t.co/440tKujsfZ ...

RT Santiment (@santimentfeed)🧑‍💻 Here are crypto's top 10 DeFi projects by development. Directional indicators represent each project's ranking positioning since last month:➡️ 1) @chainlink $LINK 🥇➡️ 2) @deepbookonsui $DEEP 🥈➡️ 3) @defichain $DFI 🥉📈 4) @lidofinance $LDO📈 5) @itsfoxcrypto $FOX➡️ 6) @uniswap $UNI📈 7) @injective $INJ📈 8) @aave $AAVE📉 9) @curvefinance $CRV (On Ethereum)📉 10) @curvefinance $CRV (On Arbitrum)📖 Read about @santimentfeed's methodology for covering development activity for over 4,00 ...

Core Insights - Arthur Hayes, co-founder of BitMEX, liquidated his holdings in four DeFi tokens, incurring a total loss of approximately $3.48 million [1] Summary by Category - **Investment Actions** - Hayes sold LDO at $0.42, resulting in a loss of $310,000 [1] - Hayes sold ENA at $0.13, resulting in a loss of $1.54 million [1] - Hayes sold PENDLE at $1.34, resulting in a loss of $990,000 [1] - Hayes sold ETHFI at $0.47, resulting in a loss of $630,000 [1] - **Financial Performance** - The total investment made by Hayes in December last year was $9.35 million [1] - The cumulative loss from the liquidation of these assets amounts to $3.48 million [1]

Group 1 - Arthur Hayes sold PENDLE, ENA, and LDO, and subsequently purchased HYPE [1] - In the past 24 hours, 57,881 HYPE were bought, valued at approximately $1.91 million [1] - Current holdings of HYPE amount to 131,807, valued at around $4.33 million [1]

🚨JUST IN: HAYES DUMPS $PENDLE, $ENA, $LDO TO BUY $HYPEPer lookonchain, @CryptoHayes has been dumping positions in @pendle_fi, @LidoFinance and @ethena...... only to stock up on @HyperliquidX's native token.He now holds more than $4.3 million worth of $HYPE. https://t.co/uIbs3Vvute ...

Arthur Hayes(@CryptoHayes) sold $PENDLE, $ENA, and $LDO, then bought $HYPE.Over the past 24 hours, he bought 57,881 $HYPE($1.91M) and now holds 131,807 $HYPE($4.33M).https://t.co/BVqcbjK3YEhttps://t.co/F1aKdqwgqN https://t.co/tKhZvsflGkLookonchain (@lookonchain):Arthur Hayes(@CryptoHayes) continues to dump his holdings!He just deposited 327,869 $PENDLE($502K) and 3.6M $ENA($499K) into #FalconX.https://t.co/9E1glKbAZF https://t.co/1lUU0P2ghJ ...

Core Insights - Arthur Hayes, co-founder of BitMEX, is transferring his crypto holdings to the brokerage platform FalconX despite short-term market gains, indicating a strategic move rather than a reaction to market conditions [1][3] - The transfers involve assets acquired at higher prices being moved at lower market prices, suggesting potential losses on these transactions [1][2][3] Group 1: Transfer Details - Hayes transferred 327,869 PENDLE tokens valued at approximately $502,000 to FalconX at an average price of $1.53, having previously acquired around 1.4 million PENDLE at a higher price of $2.06 [1] - Additionally, 3.59 million ENA tokens were sent to FalconX, valued near $499,340 at a price of $0.14, following an earlier purchase of about 15.8 million ENA at roughly $0.23 per token [2] - Earlier, Hayes deposited 2.31 million LDO tokens to FalconX, worth around $980,000 at the time of transfer, with LDO trading near $0.42, below his average buy price of $0.56 [3] Group 2: Market Context - The total crypto market cap rose by 2.5% to $2.64 trillion, with Bitcoin dominance at 59.43% and a decline in the Altcoin Season Index from 32 to 29, indicating a capital rotation towards Bitcoin [5] - Bitcoin is trading approximately 83% above its prior cycle high, while the TOTAL3 index, tracking altcoins excluding BTC and ETH, is only around 6% above its own cycle high [6] - Market observers express skepticism about the potential for a broad altcoin rally, although some believe a significant altcoin rotation may be on the horizon [7]