我们想像哆啦A梦一样掏出随意门，上蹿下跳发现Onchain世界的美好东西。
Host 屏风丨微博：Alpha小屏，推特：@byobu4。喜欢在Onchain世界里到处寻宝
Podcast Overview
我们想像哆啦A梦一样掏出随意门，上蹿下跳发现Onchain世界的美好东西。 Host 屏风丨微博：Alpha小屏，推特：@byobu4。喜欢在Onchain世界里到处寻宝
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1/7/2022
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Recent Episodes
December 2, 2025
漫谈丨给 AI 两亿美金，它会怎么投？一场基于 Nouns DAO 历史提案的治理实验
<p>好久不见。在这一期“漫谈”节目中，我们邀请了播客的老朋友超哥（Chao Wang），聊聊他最近的一项有趣研究。他构建了一个由大语言模型（LLM）组成的“算法委员会”，对 Nouns DAO 历史上的 508 个真实提案进行全量模拟评估，复盘并推演了这笔巨额国库资金在不同治理逻辑下本该如何被分配。</p><p>这不仅仅是一场技术实验，更是一次对人类治理历史的“祛魅”与反思。当 AI 拒绝模仿人类的决策时，它揭示了什么？当 Nouns DAO 被戏称为“分赃DAO”时，我们还能在昂贵的沙盒里找到意义吗？</p><p><strong>时间轴 (Timeline)：</strong></p><ul> <li><strong>00:08 开场：</strong> 为什么还是 Nouns？一个理想的“玻璃盒”理论现场。</li> <li><strong>04:06 实验动机：</strong> 我们无法拿上市公司开刀，但 DAO 提供了完美的透明数据。</li> <li><strong>06:43 实验设计：</strong> 当我们把 508 个历史提案扔给 7 个不同性格的 AI 代理人（Agent）。</li> <li><strong>08:18 核心发现：</strong> AI 的决策有理有据，但我们要如何面对它的“不稳定性”？</li> <li><strong>10:12 分层架构：</strong> 别信 AI 的“投票”，要信 AI 的“理由”（Tiered Trust 框架）。</li> <li><strong>14:31 差异的价值：</strong> 为什么 AI 的模拟结果与人类历史发生了巨大偏差？</li> <li><strong>16:21 模拟 vs 优化：</strong> 既然人类投得很烂，AI 就不该模仿人类，而应追求更优解。</li> <li><strong>20:06 参与者视角：</strong> 剥开洋葱后，Nouns DAO 是一个无头品牌，还是一个“分赃DAO”？</li> <li><strong>30:00 治理速通 (Governance Speedrun)：</strong> DAO 是如何在几年内跑完人类几百年的治理弯路的？</li> <li><strong>38:53 数字治理的未来指针：</strong> AI 辅助、预测市场与隐私社会。</li> <li><strong>56:18 思想实验：</strong> Ralph Merkle 的“幸福指数”预测市场与 MetaDAO 的局限性。</li> <li><strong>74:40 结语：</strong> 哲学是 AI 的工程实践。</li></ul><h3><strong>本期划重点 (Key Takeaways)</strong></h3><p><strong>1. 什么是“可编程的治理参与者”？</strong>不再把 AI 视为冷冰冰的工具，而是通过提示词（Prompt）赋予其特定的人设（Persona）。在实验中，超哥设计了“财政保守派”、“创新狂热者”、“理性 AI”等不同角色，它们能像真正的利益相关者一样进行博弈。</p><p><strong>2. AI 治理的“分层信任” (Tiered-Trust Framework)</strong>这是论文提出的核心实操建议：</p><ul> <li><strong>不可靠层：</strong> AI 的最终投票（Yes/No）。它对参数非常敏感，容易动摇。</li> <li><strong>可靠层：</strong> AI 的文本理由。即使两次投票结果相反，AI 给出的逻辑分析往往是惊人一致且高质量的。</li> <li><strong>结论：</strong> AI 不该是最终决策者，而应该是人类的“魔鬼代言人”和思维脚手架。</li></ul><p><strong>3. “治理速通” (Governance Speedrun) 理论</strong>超哥在节目中提出的精彩观点。DAO 就像是一场高倍速的社会实验，它用极短的时间、极高的资金成本，把人类历史上关于寡头、贿选、分赃、公共物品困境等治理难题全部“通关”了一遍。这些失败的沙盒，是留给未来的宝贵遗产。</p><p><strong>4. 预测市场与幸福指数</strong>讨论了密码学先驱 Ralph Merkle 在 2016 年提出的治理构想：利用预测市场来决定“如何做”（How），利用全员投票来决定“想要什么”（What，例如年度幸福指数）。这与后来 MetaDAO 的 Futarchy 实践有异曲同工之妙，但也面临现实世界的复杂性挑战。</p><h3><strong>相关链接 (References)</strong></h3><ul> <li><strong>本期讨论的论文：</strong><a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5569238">Assisted Governance with LLM-based Algorithmic Committees</a> by Chao Wang</li> <li><strong>提到的项目/组织：<br></strong><a href="https://nouns.wtf/">Nouns DAO</a><br><a href="https://metadao.fi/">MetaDAO</a><strong> </strong>(Futarchy)<br><a href="https://a16zcrypto.com/posts/article/duna-for-daos/">DUNA (Wyoming DUNA)</a></li> <li><strong>提到的概念/人物：<br>Ralph Merkle 的治理论文 </strong><a href="https://cryonicsarchive.org/docs/cryonics-magazine-2016-04.pdf#page=28">DAOs, Democracy and Governance</a><br><strong>《乌合之众》</strong>（The Crowd: A Study of the Popular Mind）<strong>与《群体的智慧》</strong> (The Wisdom of Crowds)</li> <li><strong>嘉宾社交媒体：<br></strong><a href="https://x.com/chaowxyz">超哥的 Twitter </a><br><a href="https://farcaster.xyz/pingfeng">主播的 Farcaster</a></li></ul>
November 22, 2024
S1E6丨与0xLuo聊Farcaster上的AI Agents
0xLuo discusses the emergence of AI Agents on Farcaster, including the anonymous token $ANON and the platform's unique features that enable AI-driven innovation.
November 20, 2024
如果没参加Zuzalu，其实你也没错过任何东西
Hosts 建国 and 胖胖 share their unfiltered experiences and insights on Zuzalu's history and evolution, highlighting the true essence of this decentralized event.
25 total episodes available
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