2026-W44 10-26 ~ 11-01 28 条精选28 picks
TapeOut周报W44:合约锁死,规则摊开,用量还没来TapeOut Weekly W44: Contracts locked, rules laid out, usage still missing
这周最值得看的是合约锁死落地:1,899 个处理器、8.2 万多个电路在三条链上被永久冻结,官方又主动放弃部分核心合约的管理权限,规则开始不靠人守。技术上 TAP-7007 用 651 拍游戏和 92 拍推理把争议切到一小段电路,TAP-10 把链上网站命名与指纹校验讲清,第三方要自己实现,材料基本齐了。资金侧 TapeLaunch 首笔分成 0.156 BNB 到账、608 万枚 TAPE 已销毁,$UP 的 PoB 分期细则也摊开了。缺口在使用:X Layer 上七成 BEM 还躺在 Uniswap 池里,缺圈外用户每天打开的 DeWEB 应用。下一步看 ITO 与 V2,以及租赁和 PoB 的真实成交量。The headline this week is that the locking actually landed: 1,899 processors and more than 82,000 circuits are frozen permanently across three chains, and the team gave up admin rights on some core contracts, so the rules no longer depend on someone behaving. On the tech side, TAP-7007 cut a 651-tick game dispute and a 92-tick inference dispute down to a tiny slice of circuit, and TAP-10 spelled out how on-chain site names and file fingerprints are checked, which is enough material for anyone building their own client. On money, TapeLaunch's first fee split of 0.156 BNB arrived and 6.08 million TAPE was bought back and burned, and the PoB schedule for $UP is out in the open. The gap is usage: over 70% of the BEM on X Layer still sits in a Uniswap pool, and there is no DeWEB app outsiders open every day. Next up: ITO and V2, plus real rental and PoB volume.
合约锁死与权限Locked contracts, given-up rights
- 10 月 21–28 日,社区周报披露:1,899 个处理器与超过 82,000 个电路在 BNB Chain、X Layer、Base 上被永久锁定,包括团队在内都改不了。Oct 21–28: a community weekly reported that 1,899 processors and over 82,000 circuits are permanently locked on BNB Chain, X Layer and Base — nobody, the team included, can change them.原文
- 10 月 31 日官方发文称已放弃部分核心合约的管理权限,同时强调这不等于生态每一部分都已不可变。Oct 31: the team said it has given up admin rights on some core contracts, while stressing that not every part of the ecosystem is immutable yet.原文
- 10 月 30 日一份长文核对:挖矿合约自 9 月 14 日锁死,官网处理器数从 9 月 25 日的 1,043 增至 10 月 30 日的 1,446。Oct 30: a long-form review checked the numbers — the mining contract has been locked since Sep 14, and the processor count on the site rose from 1,043 on Sep 25 to 1,446 on Oct 30.原文
TAP 规则与争议裁决TAP rules and dispute proofs
- 10 月 29 日 TAP-7007 演示数据公布:651 拍的游戏把 34 分谎报成 98 分,92 拍的 AI 推理只改第 63 拍一个逻辑门,靠三层二分定位再链上裁决。Oct 29: TAP-7007 demo numbers — in a 651-tick game a 34 score was reported as 98, and a 92-tick inference run tampered with a single logic gate at tick 63; three rounds of bisection plus an on-chain ruling find the liar.原文

- 10 月 30 日 TAP-10 解读:网站名形如 4246.0.tape(前段电路 ID、后段处理器编号),客户端自己推导地址、逐文件比对 SHA-256 指纹,并至少向两个运营方取数。Oct 30: TAP-10 explained — site names look like 4246.0.tape (circuit ID first, processor number second); the client derives the address itself, checks every file's SHA-256, and reads from at least two operators.原文

- 10 月 30 日 TAP-721 解读:多个逻辑门连成电路后可绑 NFT 作身份,再挂容器放文件与应用内容接入 DeWeb,还能接支付做成按次收费工具。Oct 30: TAP-721 explained — gates chain into circuits, a circuit can carry an NFT as identity, host files and app content for DeWeb, and take payments for per-use tools.原文
发行与手续费去向Issuance and fee flows
- 10 月 27 日社区基金会多签收到 TapeLaunch 首笔分成 0.156 BNB;回购金库分 8 次买入共 608 万枚 TAPE 并转入黑洞销毁,占总量 0.61%。Oct 27: the foundation multisig received TapeLaunch's first fee split of 0.156 BNB; a buyback vault made 8 purchases totalling 6.08 million TAPE and sent it to a burn address — 0.61% of supply.原文

- $UP 定在 10 月 31 日发射,PoB(按购买预算分期成交的发行机制)开盘 24 小时内 10% 即时、90% 分 25 天执行,之后变 30%/70%,释放的是 BEM 购买额度。$UP was set to launch Oct 31 with PoB (issuance that fills orders from a budget over time): within the first 24 hours 10% fills instantly and 90% over 25 days, then 30/70; what gets released is BEM buying budget, not a fixed $UP amount.原文1原文2

- 11 月 1 日 PoB 手续费去向拆出:40% 给质押电路 NFT 的验证节点、40% 回购 UP、10% 给 BEM 质押者、10% 团队,并提醒回购预算不等于已完成回购。Nov 1: PoB fees broke down as 40% to nodes staking circuit NFTs, 40% to buy back UP, 10% to BEM stakers and 10% to the team — with a reminder that a buyback budget is not a completed buyback.原文
- 10 月 30 日 TapeOut Pro 上线电路租赁:持有者按台出租、租金以 BNB 结算,由托管金库做保障;刚上线,租赁量和租金水平还没有数据。Oct 30: TapeOut Pro added circuit rental — owners rent rigs by the unit, paid in BNB with a custody vault behind it; it just went live, so volume and rates aren't known yet.原文
开发工具与容器Dev tools and containers
- 10 月 26 日 TapeCode 模板扩到 9 类游戏(RPG、塔防、卡牌、FPS 等),可选 2D/3D,规则先在开发页试玩再流片,临时钱包减少重复确认。Oct 26: TapeCode templates now cover 9 game genres (RPG, tower defense, card, FPS and more) in 2D or 3D; rules get play-tested in the editor before tape-out, and a temporary wallet cuts repeated confirmations.原文

- 10 月 29 日 TapeCode 开始支持 Web2 与混合应用:社交要的用户数据、游戏要的进度、AI 要的外部模型 API,这些部分可以不上链。Oct 29: TapeCode added Web2 and hybrid apps — user data for social, progress for games, external model APIs for AI can stay off-chain.原文
- 10 月 30 日 TapeKey 上线,给 DeWEB 电路容器的写权限做限时授权:最长 30 天、到期自动失效、可随时撤销,不必多人共用私钥。Oct 30: TapeKey launched for time-limited write access to DeWEB circuit containers — up to 30 days, auto-expiring and revocable, so nobody shares a private key.原文

- 11 月 1 日有开发者把 ChipBeat 和 3D 高尔夫 TapeGolf 放进同一个 DeWEB 容器,用一个门户访问,而不是各部署一套。Nov 1: a developer put ChipBeat and the 3D golf game TapeGolf in one DeWEB container behind a single portal instead of deploying each separately.原文
产出与真实使用Output and real usage
- 10 月 30 日周度复盘:流片总量 79,624,本周新增 8,378(两天脉冲 +3,372 与 +2,177,其余四天 89–523),CPU 共 1,456 台、一周进场 51 台。Oct 30: weekly on-chain recap — 79,624 circuits taped out in total, 8,378 added this week (two spikes of +3,372 and +2,177, the other four days 89–523), 1,456 CPUs with 51 added.原文

- 10 月 30 日一份长文给出供给侧数字:每日挖出 7,200 BEM、活跃矿工 20,567;作者判断缺的不是产能,而是圈外用户每天用、却不知道背后是 TapeOut 的应用。Oct 30: the long-form piece put supply at 7,200 BEM mined daily with 20,567 active miners, arguing the missing piece isn't capacity but DeWEB apps outsiders use daily without knowing TapeOut is underneath.原文
- 10 月 28 日一份核对显示:X Layer 上约 1.3 万枚 BEM 中七成以上仍在 Uniswap 池内,生态应用合约持仓不足 0.1%,跨链桥为 1:1 匹配。Oct 28: a check found over 70% of roughly 13,000 BEM on X Layer still in the Uniswap pool, ecosystem contracts holding under 0.1%, with the bridge matching 1:1.原文

- 10 月 29 日社区统计:BEM 矿工累计卖出约 793 万美元,平均卖出价约 36.67 美元。Oct 29: a community tally put total BEM miner sales at about $7.93 million, at an average of about $36.67.原文
官方动作与待办Official moves and open items
- 10 月 30 日社区基金会启动成员入组:扫码进群,用已公示的 X 账号私信核验身份,再分到各工作组,志愿者协作后续开放。Oct 30: the community foundation opened member onboarding — scan into the group, verify with an already-published X account, then join a working group; volunteer collaboration opens later.原文

- 10 月 30 日 TapeFoundry 新手教程发布:分算术、内存、控制、输入输出、整机五阶段,Stage 1 已有 11 张可运行电路卡(加法器、乘法器等),图纸与 netlist 公开。Oct 30: a TapeFoundry beginner guide went out — arithmetic, memory, control, I/O, then the full machine; Stage 1 already has 11 runnable circuit cards (adder, multiplier and others) with public diagrams and netlists.原文

- 10 月 27 日六项规划盘点:TapeCode 已上线,OKX Wallet、X Layer、FourMeme 合作已落地,矿机在 X Layer 与 BNB Chain 双向跨链完成;ITO 与 TapeOut V2 尚未推出。Oct 27: a six-item progress list — TapeCode shipped, partnerships with OKX Wallet, X Layer and FourMeme landed, miner bridging works both ways between X Layer and BNB Chain; ITO and TapeOut V2 haven't launched.原文
- 还没落地的:最优矿池代码 10 月 27 日才送 Salus 审计,TapeOut Pro 租赁与 PoB 目前只有机制、没有成交量数据,别把预算当成交。Still open: the optimal mining pool's code only went to Salus for audit on Oct 27, and TapeOut Pro rental and PoB have mechanics but no volume data yet — don't read a budget as a fill.原文1原文2
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