看到这一点真是太好了。将 AI 增长区（AI Growth Zones）扩展至全国，是《AI 机遇行动计划》的核心支柱之一——我的继任者 Jade 和她的团队为推动这一成果付出了卓越努力！ This is great to see. Scaling AI Growth Zones nationwide was one of the core pillars of the AI Opportunities Action Plan - my successor Jade and her team have done amazing work pushing this to such a positive outcome!
Matt CliffordCo-founder & CEO, Entrepreneur First
观点原文
看到这一点真是太好了。将 AI 增长区（AI Growth Zones）扩展至全国，是《AI 机遇行动计划》的核心支柱之一——我的继任者 Jade 和她的团队为推动这一成果付出了卓越努力！
This is great to see. Scaling AI Growth Zones nationwide was one of the core pillars of the AI Opportunities Action Plan - my successor Jade and her team have done amazing work pushing this to such a positive outcome!
AI
相关观点
- 在这次随同预算案发布的创业相关文件中，尤其是关于 EMI（企业管理激励）的内容非常有前景。虽然还有很多事情需要推进，但必须大力感谢 @adepledge 在幕后所做的出色工作，为英国创业者们发声、争取权益。 Some very promising stuff on EMI in particular in the entrepreneurship paper published alongside the budget. Lots to do, but huge shoutout to @adepledge for amazing work behind the scenes to fly the flag for UK foundersMatt Clifford · 2025/11/27
- 💯——Isomorphic 的潜力被严重低估了，这家公司有可能成长为一家 市值达一万亿英镑的 AI 巨头，而且是在英国本土建立并总部设在英国的公司 🇬🇧🚀 💯- underrated that Isomorphic could be a trillion pound AI company, built and HQ’d in the UK 🇬🇧 🚀Matt Clifford · 2025/11/27
- 首相做了一件非常正确的事——委托 John Fingleton 开展核能评估。而 John 也提交了一份激进、详尽、且脚踏实地的方案，为重新点燃经济增长提供了路线图。我们现在需要尽快落实所有建议。我很高兴签署这封支持信。 The Prime Minister did a great thing commissioning John Fingleton’s nuclear review - and John has delivered a radical, detailed and grounded recipe for reigniting growth. We now need to implement all its recommendations asap. Pleased to sign this letter of supportMatt Clifford · 2025/11/26
- 1/ 获得超额收益（alpha）的一种来源，就是能够识别那些在市场波动中被忽视的大新闻。在当前市场回调的混乱中，许多重要信息都被淹没了。 其中一个例子是：代币正在变得越来越擅长捕获价值。 我将以三个例子说明：UNI、ETH 和 XRP。 2/ UNI 是最显而易见的例子。长期以来，人们对 UNI 最大的批评就是：它只是一个治理代币。Uniswap 的业务本身很优秀，但其平台上的活跃度并不能让 UNI 持币者受益。 3/ 但现在情况不同了，UNI 正在考虑开启“手续费开关”（fee switch）。如果投票通过，大约 16% 的交易手续费 将被用于 回购销毁 UNI。我认为，这将推动 UNI 在未来逐渐进入市值前十的代币行列。 4/ ETH 也正在采取行动提升价值捕获能力。更具体地说，即将到来的 Fusaka 升级（预计在 12 月推出）将显著增强以太坊代币的价值捕获。令人意外的是，几乎没有人讨论这件事。 5/ Fusaka 升级的变化之一，是为 Layer 2 的数据记录引入最低费用机制。@DigitalAssets 发表了一份很出色的报告进行了分析。结合其他重要改动，这次升级有可能让以太坊区块链的收入捕获提高 5 到 10 倍。 6/ 我认为市场很快就会开始关注 Fusaka 的正面影响，尤其是在它如预期于 12 月 3 日上线的情况下。这是一个被低估的催化剂，也是 ETH 有望引领下一轮加密市场反弹的原因之一。 7/ 你也可以看到 XRP 正在越来越关注“价值捕获”。 社区开始讨论诸如 质押（staking） 等机制，这将改变 XRP 持有者的经济模型。 8/ 贯穿这一切的主线是： 数字资产的价值捕获水平从现在起只会不断提高。 许多人把代币的价值捕获看成是静态的、固定不变的。 事实上——并不是这样。 9/ 绝大多数现存代币诞生于一个监管环境并不友好的时代，在当时，“价值捕获”被视为高风险行为；因此，这些代币默认采用了模糊的、治理型的设计方式。 但在如今的新监管环境下，这种格局正在逐步被拆解和重塑。 我认为，我们将在 2026 年开始真正感受到这一变化的影响。 1/ One source of alpha is recognizing big news that gets lost in the shuffle. In the chaos of the current market pullback, a lot is getting lost in the shuffle. One example: Tokens are getting much better at capturing value. I’ll cover three examples: UNI, ETH, and XRP. 2/ UNI is the most obvious. The big knock on UNI has always been that it is a governance token. Uniswap is great, but activity on Uniswap didn’t benefit UNI token holders. 3/ Except now, UNI is considering flipping the “fee switch.” If the vote goes through, ~16% of trading fees will be used to burn UNI. I suspect this will push UNI toward being a top 10 token by market cap over time. 4/ ETH is also taking steps to increase value capture. Specifically, the coming Fusaka upgrade (est. December) significantly increases token value capture. Surprisingly, almost no one is talking about this. 5/ Among other things, Fusaka introduces a minimum fee for recording data from Layer 2s. @DigitalAssets wrote a great report on this. Together with other important changes, this could 5-10X revenue capture by the blockchain. 6/ I suspect the market will start to orient around the positive impacts of Fusaka soon, particularly if its delivered Dec. 3 as expected. It’s an under-appreciated catalyst and one reason ETH could lead the crypto rebound. 7/ You see a growing focus on value capture in XRP as well. The community is starting to consider ideas like staking, which would change the economics for token holders. 8/ The connecting thread: The level of value capture in digital assets is up only from here. I think people look at token value capture as static. It's not. 9/ Most of today’s tokens were created in a regulatory era where value capture was risky; as a result, they defaulted to vague governance-style design choices. Under the new regulatory climate, that’s being unwound. I think we'll start to feel this effect in 2026.Matt Clifford · 2025/11/23