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2026-W42 10-12 ~ 10-18 24 条精选24 picks

TapeOut周报W42：TAP-721 草案提交，电路 NFT 等标准TapeOut Weekly W42: TAP-721 Draft Filed, Circuit NFT Standard in Review

这周最值得看的是 TAP-721（把 NFT 绑定到真实电路的标准）草案提交：主标准加 3 个扩展，参考实现和测试已开源，想把电路 NFT 的来源、网表和揭示方式统一起来。协议侧，比特币 TAP 走到 60%，TapeUP 说下周公布 $UP 经济模型，TapeAI 把 Agent 身份和资产拆成电路与容器。发行和挖矿也没停：TapeFour 给出 10 亿总量、95% 挖矿的路径，FabX 开挖 4 天有 3,328 名矿工并升到 v5。应用侧，全链上社交、电路交易台和链上压缩工具同时出现，从“能跑”往“能用”挪了一步。缺口还在：标准仍在 Review，比特币钱包支持只到本地实测，10 月 20 日发布还没披露产品形态。The week’s biggest move is the TAP-721 draft (a standard for binding NFTs to real circuits): one main spec plus three extensions, with reference code and tests already open-sourced, trying to unify how circuit NFTs prove source, netlist and reveal. On the protocol side, Bitcoin TAP is at 60%, TapeUP says it will publish the $UP model next week, and TapeAI splits an Agent into circuit rules and container-held assets. Issuance and mining kept moving too: TapeFour laid out a 1B supply with 95% going to mining, while FabX has 3,328 miners four days in and has moved to v5. Apps are also showing up—on-chain social, a circuit trading desk and a site-compression tool—so the shift from “it runs” to “it’s usable” is real but early. The gaps: TAP-721 is still in review, Bitcoin wallet support is only a local test, and the Oct 20 reveal still has no product details.

标准与协议Standards and protocol

  • 10 月 18 日，TAP-721（把 NFT 绑定到真实电路的标准）草案提交，含 1 个主标准与 3 个扩展，参考实现和测试已开源，等待 Review。On Oct 18, the TAP-721 draft (a standard for binding NFTs to real circuits) was filed with one main spec and three extensions; reference code and tests are open-sourced and waiting for review.原文
  • 10 月 13 日，比特币 TAP（钱包签名操作电路的标准）到 60%，团队用真实 UniSat 扩展在本地分叉跑通 BSC、Base 与 X Layer 转账。On Oct 13, Bitcoin TAP (a standard for operating circuits via wallet signatures) reached 60%; the team ran real UniSat extension tests in a local fork for transfers on BSC, Base and X Layer.原文
  • 10 月 18 日，TapeUP 表示协议收入分配方案与 $UP 代币经济模型下周公布，比例、总量和上线时间都没给。On Oct 18, TapeUP said the protocol revenue split and the $UP token model will come next week, with no ratios, total supply or launch time disclosed.原文
  • 10 月 13 日，TapeAI 白皮书提出用电路承载 Agent 规则、容器承载资产，结合 TapeCode、TapeUP 账本与 TAP20（代币标准）管身份、权限和收益。On Oct 13, the TapeAI whitepaper proposed putting Agent rules in circuits and assets in containers, using TapeCode, the TapeUP ledger and TAP20 (a token standard) for identity, permissions and revenue.原文

发行与挖矿Issuance and mining

  • 10 月 15 日，TapeFour 计划发 10 亿枚代币，95% 进挖矿合约，5% 加募集资金做 PancakeSwap 流动性，不预留团队份额。On Oct 15, TapeFour planned a 1B token supply: 95% goes to the mining contract, 5% plus raised funds goes to PancakeSwap liquidity, and there is no team reserve.原文
  • 10 月 15 日，TapeFour 把流程拆成晶体管出售、发币和持续挖矿三步，用户用 BNB 或 BEM 按联合曲线（价格随购买量变化）买晶体管，5 个组一台矿机。On Oct 15, TapeFour split the process into transistor sales, token issuance and ongoing mining; users buy transistors with BNB or BEM on a bonding curve (price moves with purchases), and five make one miner.原文
  • 10 月 16 日，FabX 开挖 4 天已有 3,328 名矿工、2.153 亿已验证算力，合约从 v4 升到 v5，累计销毁 31.7 万 NAND 与 3.2 万 LATCH。On Oct 16, four days into mining, FabX had 3,328 miners and 215.3M verified hashrate, moved its contract from v4 to v5, and had burned 317k NAND and 32k LATCH.原文
  • 10 月 15 日，FabX 在 DeWeb 上线双链看板，实时看 X Layer 与 BSC 的矿工数、算力和销毁量；X Layer 上 LATCH 已烧约两成、NAND 约 37%。On Oct 15, FabX launched a dual-chain dashboard on DeWeb showing miners, hashrate and burns on X Layer and BSC; about 20% of LATCH and 37% of NAND on X Layer had been burned.原文

应用与工具Apps and tools

  • 10 月 18 日，全链上社交 Tapestry 上线，帖子、身份、认证与审核记录都上链，前端放进 TapeCode 容器，合约无 owner、部署者不留特权。On Oct 18, the fully on-chain social app Tapestry went live: posts, identity, verification and moderation records are on-chain, the frontend sits in a TapeCode container, and the contract has no owner or deployer privileges.原文
  • 10 月 16 日，TAPELIQUID 被介绍为 TapeOut 生态首个交易台，现货与永续挂在已流片电路上，前端经 TapeKit 写入容器并带链上哈希验证。On Oct 16, TAPELIQUID was introduced as TapeOut’s first trading desk, with spot and perpetuals attached to taped-out circuits; the frontend writes into a container via TapeKit and carries on-chain hash checks.原文
  • 10 月 18 日，TapePack 上线，面向 DeWEB（链上网站）做压缩上传，靠剔除未用文件、压缩代码图片和合并小文件，称可省 40%~80% 上链费。On Oct 18, TapePack launched for DeWEB (on-chain websites), cutting upload costs by a claimed 40%–80% by dropping unused files, compressing code and images, and bundling small files.原文
  • 10 月 16 日，TapeOut Audit 上线 X Layer 实时监测：339 个处理器、8,524 个电路、31 个 DeWEB 站点，每 3 小时查 16 项签名完整性。On Oct 16, TapeOut Audit went live on X Layer with real-time monitoring covering 339 processors, 8,524 circuits and 31 DeWEB sites, running 16 signature-integrity checks every three hours.原文

生态与资金Ecosystem and funding

  • 10 月 16 日，X Layer 与 TapeOut 加速计划定档 10 月 16 日至 12 月 7 日，11 个奖项共 10 万 USDT，另给 50% 算力积分补贴。On Oct 16, the X Layer and TapeOut accelerator set its dates for Oct 16 to Dec 7, with 11 prizes totaling 100k USDT plus a 50% compute-point subsidy.原文
  • 10 月 14 日，社区基金会联合生态方推出 X Layer Builder Grants（开发者资助），称基金会独立运行、不控制协议，只资助可验证成果。On Oct 14, the community foundation and an ecosystem partner launched X Layer Builder Grants; the foundation says it runs independently, does not control the protocol, and only funds verifiable results.原文
  • 10 月 12 日，TapeOut 公布与 MovaChain、Prom、World Liberty Financial 的结算协作：应用在链上跑，MovaChain 结算，Prom 核验后放款。On Oct 12, TapeOut announced settlement work with MovaChain, Prom and World Liberty Financial: apps run on-chain, MovaChain settles, and Prom releases payment after verification.原文
  • 10 月 18 日，TapeADS 广告联盟上线 X Layer，用 $BEM 结算，预算链上托管，推广奖励由钱包签名自助领取，合约审计已通过。On Oct 18, the TapeADS ad alliance went live on X Layer with $BEM settlement, on-chain budget escrow, wallet-signature self-claims for referral rewards, and a passed contract audit.原文

官方动作Official moves

  • 10 月 13 日，TapeCode 支持手机端，并在 OKX 钱包扩展的开发者板块上线入口；官方没给版本号和具体上线时间。On Oct 13, TapeCode added mobile support and an entry in the OKX Wallet extension’s developer section; the official post gave no version number or exact launch time.原文
  • 10 月 18 日，官方为 X Layer 开发者大赛把 TapeCode 算力 Token 充值额外送 50%，未设上限，活动持续到年底。On Oct 18, the official team added a 50% bonus on TapeCode compute-token top-ups for the X Layer developer contest, with no cap, running through the end of the year.原文
  • 10 月 13 日，核心支持者联盟首批名单公示，计划 100 人分 5 批发放，官方注明排名不分先后。On Oct 13, the first batch of core supporter affiliate accounts was published; the plan is 100 people in five batches, with no ranking order.原文

待办与风险To watch and risks

  • 10 月 17 日，社区预告「Silicon Fission」于 10 月 20 日 18:00 揭晓，可能伴随重点游戏产品，但形态、玩法与参与方式都未公布。On Oct 17, the community teased that “Silicon Fission” would be revealed on Oct 20 at 18:00 Beijing time, possibly with a major game product, but form, gameplay and participation are still unknown.原文
  • 截至 10 月 18 日，TAP-721 仍在 Review，比特币 TAP 只到 60% 且仅本地分叉实测，独立钱包支持未落地；TapeUP 的 $UP 细则也要等下周。As of Oct 18, TAP-721 is still in review, Bitcoin TAP is only at 60% with local-fork testing, independent wallet support has not landed, and TapeUP’s $UP details are still due next week.原文1原文2原文3

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