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2026-W40 09-28 ~ 10-04 29 条精选29 picks

TapeOut周报W40：TAP 流程转起来，应用侧开始流片TapeOut Weekly W40: TAP Pipeline Moves, Apps Start Taping Out

这周最值得看的是 TAP 提案流程终于转起来了：两份收尾草稿补齐，编辑反馈不到一天到位，「服务身份与清单」并成 TAP-11，TAP-10 v1.1 还规定读取链上数据要两个独立运营者结果一致，分歧直接拒绝。技术侧，链上 CPU 的时钟、命名与容器机制一次讲清，DeWEB 的源链写入和同址中枢也有公开解读，第三方要实现，材料基本齐了。应用侧 X Layer 上 5 颗风控电路全部流片并通过真值表验证，市场把门级可视化与在线设计器开源，这是从能跑到能造的信号。缺口也明显：TAP 仍是 Draft、评审者少、没有独立审计，关键 Hub 与 Factory 还没 sealed，独立实现起不来。下一步看 10 月 9 日截止的黑客松能留下什么真电路。The thing to watch this week is that the TAP pipeline finally started moving: the last two drafts are in, editor feedback landed in under a day, 'service identity and manifest' became TAP-11, and TAP-10 v1.1 now requires two independent operators to agree when reading onchain data — any disagreement is rejected outright. On the tech side, the onchain CPU's clock, naming and container mechanics were laid out in one go, and DeWEB's write-on-source-chain, same-address-hub design got a public walkthrough; for anyone building their own implementation, the material is basically there. On the application side, all five risk-control circuits on X Layer taped out and passed truth-table checks, and the market open-sourced gate-level visualization and an online designer — that's the signal of moving from 'it runs' to 'it can be built'. The gaps are just as clear: TAP is still Draft, few reviewers, no independent audit, and the key Hubs and Factories aren't sealed, so independent implementations can't get off the ground yet. Next: what real circuits the hackathon closing Oct 9 leaves behind.

TAP 提案流程转起来TAP Flow Starts Moving

  • 10 月 1 日 TAP（TapeOut 的开放提案流程）最后两份草稿提交：AI 用量回执为每次调用附签名，记录模型、用量与扣费；另一份用 eth_getProof 让客户端自验链上状态。Oct 1: the last two TAP (TapeOut's open proposal process) drafts went in — an AI usage receipt that signs every call with model, usage and charge, and one using eth_getProof so clients can verify onchain state themselves.原文
  • 前 6 份草稿都在一天内拿到编辑反馈，「服务身份与清单」合并为 TAP-11；10 月 3 日 TapeAPI 六项规范也按同一流程提交，含服务身份与签名响应。The first six drafts all got editor feedback within a day, and 'service identity and manifest' became TAP-11; on Oct 3 six TapeAPI specs came through the same process, covering service identity and signed responses.原文1原文2
  • TAP-01 与 TAP-10 已发布，但仍是 Draft，参与评审的人很少，也没有独立审计。TAP-01 and TAP-10 are out, but both are still Drafts: few reviewers, and no independent audit yet.原文
  • 10 月 3 日 TAP-10 v1.1 补上一条：读取链上数据要至少两个独立运营者结果一致，出现分歧就直接拒绝，不做多数投票。Oct 3: TAP-10 v1.1 adds one rule — onchain reads need at least two independent operators returning the same result; any disagreement is rejected outright, no majority voting.原文

链上 CPU 与 DeWEB 机制Onchain CPU and DeWEB Mechanics

  • 10 月 3 日 科普：Processor 的时钟由 BNB Chain 出块驱动，0.45 秒一块对应 2.22 Hz，每出一个新块走一个周期。Oct 3: the Processor clock is driven by BNB Chain blocks — 0.45-second blocks work out to 2.22 Hz, one cycle per new block.原文
  • 10 月 3 日 电路命名形如 4246.0.tape（前段电路号、后段 Processor 号），每个 Circuit 绑定一个 ERC-6551 容器账户（随电路走的账户）。Oct 3: circuits are named like 4246.0.tape (circuit number, then Processor number), and each Circuit is bound to an ERC-6551 container account that travels with it.原文
  • 9 月 29 日 社区解读 DeWEB（链上网站层）：端点身份是补零链号加电路容器地址，发信只在源链写入，同址中枢只存收件/发件目录与摘要。Sep 29: a community breakdown of DeWEB (the onchain website layer) — an endpoint's identity is the zero-padded chain number plus the circuit container address, sends only write on the source chain, and the same-address hub holds just inbox/outbox directories and digests.原文
  • 10 月 1 日 长文拆解 TapeKit（访问链上网站的浏览器内核）：用 tape:// 解析处理器与电路、定位容器取文件，文件直接存在 BNB Chain，绕开 DNS 与网关。Oct 1: a long post unpacks TapeKit (a browser engine for onchain sites) — tape:// resolves processors and circuits, finds the container and pulls files stored right on BNB Chain, skipping DNS and gateways.原文

X Layer 上的电路与作品Circuits and Builds on X Layer

  • 10 月 4 日 OrderGuard 五颗风控电路全部流片，并通过全输入组合的真值表验证。Oct 4: OrderGuard taped out all five risk-control circuits and passed truth-table checks on every input combination.原文
  • 10 月 4 日 X Layer 交易市场新增门级电路可视化与在线设计器，能画电路、看真值表、一键流片，工具链全部开源。Oct 4: the X Layer trading market added gate-level visualization and an online designer — draw a circuit, check the truth table, tape out in one click, with the whole toolchain open sourced.原文
  • 10 月 3 日 PREX 把信号质量、风险与流动性三项条件放到 X Layer，用 6 个 NAND 门算最终结果，只提醒新出现的合格信号。Oct 3: PREX puts signal quality, risk and liquidity on X Layer and uses 6 NAND gates for the final result, alerting only on newly qualified signals.原文
  • 9 月 29 日 Yuan Station 上线 live bench：电路 3.2.250 已在 X Layer 流片，6 输入、4 输出、27 个 NAND 门，做汽车互锁逻辑。Sep 29: Yuan Station opened a live bench — circuit 3.2.250 is taped out on X Layer with 6 inputs, 4 outputs and 27 NAND gates, implementing automotive interlock logic.原文

TapeUP 铺全链账本TapeUP Builds a Chain-Wide Ledger

  • 9 月 29 日 TapeUP 白皮书发布，团队来自 BunnyPark，做法是把各链已上链的数据读回来，而不是搬资产。Sep 29: TapeUP published its whitepaper; the team comes from BunnyPark, and the pitch is reading each chain's onchain data back rather than moving assets.原文
  • 9 月 29 日 TapeUP 客户端从各链读回容器归属、页面文件哈希与消息发出容器，多节点指纹一致才入账。Sep 29: the TapeUP client reads container ownership, page file hashes and message-sending containers back from each chain, crediting entries only when multi-node fingerprints match.原文
  • 10 月 1 日 TapeUP 说明地铁站机制：运营者要完成指定电路流片、消耗晶体管，再用该电路容器接入，站点负责读链上网页与核对登记。Oct 1: TapeUP explained its metro stations — operators must tape out a designated circuit, spend transistors and connect through that circuit's container; stations read onchain pages and check them against the registry.原文

回购、发射与矿机金融化Buybacks, Launches, Miner Financialization

  • 10 月 4 日 第二次回购销毁完成：以 22.35 BNB 在公开市场扫货，销毁 604.89 枚 BEM（TapeOut 代币），累计销毁 2,438.73 枚。Oct 4: the second buyback-and-burn wrapped up — 22.35 BNB spent on the open market, 604.89 BEM (TapeOut's token) burned, 2,438.73 BEM burned in total.原文
  • 规则上，官方晶体管市场与电路市场手续费的一半固定用于回购销毁；销毁把币打进黑洞，不等于合约总供应量自动减少。By rule, half the fees from the official transistor market and circuit market go to buyback-and-burn; burning sends tokens to a black hole, which doesn't automatically shrink total supply.原文
  • 10 月 2 日 ToshX 说明：每次发射都用 $BEM 注资并单独部署 PancakeSwap Infinity 池，额度由钱包的 Gas 历史打开。Oct 2: ToshX explained that each launch is funded with $BEM and deploys its own PancakeSwap Infinity pool, with the cap opened by the wallet's gas history.原文
  • 9 月 30 日 HALVE 提出把 10H 矿机拆成 PT（本金与赎回权）和 YT（到期前收益权），两者分开交易，真实矿机留在源链运行。Sep 30: HALVE proposed splitting a 10H miner into PT (principal and redemption right) and YT (yield until expiry), traded separately, with the real miner left running on the source chain.原文

科普、提醒与待办Explainers, Caveats and Next Up

  • 10 月 2 日 官方科普应用可验证性：Microduck 用两个电路分方向与记忆，TAPQQ 与 DeQQ 在官方开源 24 小时内出现。Oct 2: the official explainer on verifiability — Microduck uses two circuits for direction and memory, and TAPQQ and DeQQ appeared within 24 hours of the open-source release.原文
  • 10 月 4 日 TapeAcquire 跑通首个公网闭环，但仍明确是公开测试版：没有真实挂牌、不托管资金、不执行付款，钱包签名只能证明钱包控制权。Oct 4: TapeAcquire ran its first public-loop test but stays a public beta — no real listings, no custody, no payments, and a wallet signature only proves control of that wallet.原文
  • 缺口还在：关键 Hub 与 Factory 都还没 sealed，TAP 也没过独立审计；TapeAPI 调用签名能验证，但 Escrow 尚未部署。Gaps remain: key Hubs and Factories aren't sealed and TAP has no independent audit; TapeAPI call signatures can be verified, but Escrow isn't deployed yet.原文1原文2
  • 10 月 2 日 Ignix 黑客松延期到 10 月 9 日，奖金 14000 USDT，冠军晶体管将转为 Ignix Genesis Transistor。Oct 2: the Ignix hackathon was extended to Oct 9 with a 14,000 USDT prize pool; the winning transistor becomes the Ignix Genesis Transistor.原文

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