过去三年 AI 编程工具经历了代码补全、AI IDE、Coding Agent 三次迁移，现在正在进入第四阶段——Agentic Development Environment。软件开发的调度单位正从文件、编辑器和开发者时间，转向任务、Agent、隔离工作区和可审查的执行结果。本文拆解 Conductor、JetBrains Air、Codex App、Warp、Zed、Cursor、Vibe Kanban 等产品背后的六层工程基础设施，以及开发者角色在这场迁移中的重新分层。
吉祥马 is treated as a DeFi infrastructure watchlist candidate sourced from CoinGecko/CMC discovery and refreshed with Surf, with emphasis on product durability, token value capture, liquidity, supply, and execution risk.
0G is treated as a DeFi infrastructure watchlist candidate sourced from CoinGecko/CMC discovery and refreshed with Surf, with emphasis on product durability, token value capture, liquidity, supply, and execution risk.
0x0.ai is treated as a privacy infrastructure watchlist candidate sourced from CoinGecko/CMC discovery and refreshed with Surf, with emphasis on product durability, token value capture, liquidity, supply, and execution risk.
BTC $78K 恐惧区间震荡、Western Union 发 Solana 稳定币、Powell 任期 5 月 15 日到期
Aave rsETH 危机持续发酵：TokenLogic 提议从 4 月 19 日起暂停 AAVE 代币回购，社区投票 4 月 28 日启动；Avi Eisenberg 出狱后钱包重新活跃，否认威胁 Aave 协议；Compound 提议调拨 1,900–3,000 ETH（约 $4.4M–$6.9M）支持 DeFi United rsETH 恢复计划。Western Union 宣布下月在 Solana 上发行 USDPT 稳定币用于内部结算，并推出 Digital Asset Network 支持加密转法币兑换。BTC ETF 本周累计净流入 8.24 亿美元，MicroStrategy 增持 3,273 BTC。
