注:本文来自@rektdiomedes 推特,其是@thedailydegenhq编辑。@silentdao_大使, 原推文内容由MarsBit整理如下:
去年全年,我们听到了关于加密货币消亡的宣言,但它仍然保持弹性……
本着这种精神……以下是它不仅能够生存而且能够蓬勃发展的十个原因,并且在未来几年将增长 10 倍
一:稳定币
目前,稳定币已经清楚地证明了自己是加密货币的“粘性用例”。
全球对美元的需求尤其巨大,而稳定币的增长正日益满足这一需求……
1/ Stablecoins are the Trojan Horse that will bring smart contracts to the masses
Why?
They’re the probably the first and only real-world use-case of crypto today that is fully sustainable and rapidly scaling
A 🧵 on #Stablecoins and how they’ll take over the global economy pic.twitter.com/CdwPTsI8si
— ChainLinkGod.eth (@ChainLinkGod) May 23, 2022
迄今为止,最重要的例子是在巴基斯坦和阿根廷等国家,但稳定币的价值支撑在西方经济体中同样重要,我们将在下面讨论……
Ethereum showed us the power of stablecoins.
I’ve heard personal accounts from friends in Argentina who are now settling apartment transactions in stablecoins on chain.
As a Pakistani I just really want to emphasize this.
The use case is stablecoins or predictable currencies
— Asfi (@AsfiShaheen) July 27, 2022
二:优越的金融轨道
在上述基础上,极其廉价的区块空间的兴起,例如通过L2的兴起,再加上稳定币的无处不在,创造了一种明显优于传统银行的支付工具。
Send a stablecoin transfer and then tell me if you’re going back to bank wire transfers.
— Santiago R Santos | #9159 (@santiagoroel) February 7, 2022
任何使用链上稳定币经营在线业务的人都知道,它比依赖Payoneer/Wise这样的公司效率高100倍,而 Payoneer/Wise 往往是一场噩梦,因为他们被迫遵循低效且不合时宜的 tradefi 轨道。
There is a widespread belief amongst financial commentators that the problem of international payments has been "solved" by fintechs such as @Wise.
Let me show you how this isn't true.
— Boaz (@sobradob) July 10, 2022
三、机构采用
我们似乎越来越有可能看到现货比特币ETF获得批准,并且越来越多受人尊敬的 tradefi 声音表达了对比特币的支持(在许多情况下也支持 DeFi)。
Bloomberg ETF analysts have increased the chances of a spot Bitcoin ETF approval in the US to 65% from 50% a couple of weeks ago and a mere 1% just a few months ago. https://t.co/Tpr3GCgCI1
— Cointelegraph (@Cointelegraph) August 2, 2023
事实上,华尔街似乎最终决定,宁愿从公众对加密货币的热情中赚钱,也不愿与之抗争。
或许没有什么比拉里·芬克(Larry Fink)对加密货币的观点更能说明这一点了:
Larry Fink (BlackRock CEO):
2017: #Bitcoin is an "index of money laundering".
2023: "Because [crypto] is so international, it's going to transcend any one currency."pic.twitter.com/39FC29eu31
— Collins Kennesha (@asphodel1985) August 11, 2023
四:隐私/账户抽象
缺乏支持隐私的选项阻碍了主流业务需求采用加密货币,但在我看来,像@silentdao_等项目的解决方案将在这个方向上提供最有力的推动:
Thread: Some Thoughts On Privacy, Defi, And Adoption
🧵
Encrypting important information has been a concern of us humans since the dawn of written history…
1/x pic.twitter.com/edx3TPNEOg
— rektdiomedes (@rektdiomedes) June 27, 2023
五:日益数字化的经济
这十年的主导主题似乎是全球商业日益在线化。
远程工作、加密货币、人工智能、社交媒体等都是其中的一部分。
随着这种演变的加速,与不适应网络世界的现有基于银行的系统相比,互联网原生的加密资产/基础设施的优势将变得越来越明显。
It isn't a question of "if" but "when" for DeFi.
The best way to illustrate DeFi’s inevitability and superiority is understanding what it does to financial supply chains. It disintermediates them.
It can do this because blockchains provide entirely new forms of “hardness” 🧵 pic.twitter.com/QQHVrGpmZ1
— 𝙱𝚞𝚗𝚗𝚢 𝙶𝚞𝚎𝚛𝚒𝚕𝚕𝚊 🪷 (@BackTheBunny) August 18, 2023
当人们考虑到世界经济日益扁平化的本质时,这一点就更加适用了。尼日利亚和菲律宾等新兴市场的在线经济参与者基本上完全“跨越”了传统的全球银行体系。
六:贬低/反身性
显然,西方没有财政紧缩的政治意愿,甚至鲍威尔的加息也只能凸显财政主导权的问题,美国利息支出激增,导致预算赤字进一步扩大……
这创造了一个迷人的反馈循环,贬值提高了加密资产的名义价格,进一步催化了投机热潮,从而引发了公众对它们的兴趣,进而促进了采用:
My bull case for crypto firmly rests on the superiority of the tech vs tradfi rails.
However, one can't underestimate the importance of the debasement > prices up > fomo > ape in > prices up > more aping reflexivity loop arrising from the sovereign debt crisis we're in.
— rektdiomedes (@rektdiomedes) December 3, 2022
七:个人主权
我是一个天生的乐观主义者,但我认为没有人可以争论像美国、加拿大和西欧这样的地方在社会、文化、人口、经济等方面正在衰退……
Thread: What Weimar Germany Can Teach Us About The 2020's (Un-Ironically)
🧵
So, 'Weimar Hyperinflation' is often a lazy metaphor for our current fiat regime…
HOWEVER, at the same time, there is a lot we can learn from studying what happened there…
1/x pic.twitter.com/PlKVFyteml
— rektdiomedes (@rektdiomedes) June 28, 2022
随着事情不可避免地变得更糟,以及上述主权债务危机的升级,加密货币提供的无需许可和自我托管的价值支撑变得格外重要。
Self-custody is to financial freedom what the printing press was to freedom of speech.
One of the great innovations of our time. Use it.
— Patrick | Dynamo DeFi (@Dynamo_Patrick) March 10, 2023
八:宿命看涨
随着事情变得更加失调,传统的向上流动之路对普通人来说变得越来越不现实,公众对赌博和更 “堕落”的投机形式的偏好增加……
Crypto used to be libertarians, cypherpunks and nerds.
Now it's just ordinary people all squeezed by the system.
— The Crypto Dog 📈 (@TheCryptoDog) October 29, 2021
这让我对加密货币的成功产生了一种“宿命看涨”的感觉……
这不是一个积极的发展,但我认为这是任何关于加密成功的讨论中的一个重要变量。
always
it's too expensive for the average man to fly to Macau or Vegasdecentralized casino and/or decentralized ponzi is always fastest horse when we have easy money and macro is risk on
i'm long humans being desperate, greedy, degenerate, lonely, and trapped in the metaverse
— GCR (@GCRClassic) May 27, 2022
九:与文化转变的一致性
加密货币在很多方面都顺应了人们对小隔间农场企业工作文化日益强烈的排斥。
这种范式转变自 90 年代以来一直在持续,但近年来加速了……
显然,这在一定程度上是数字经济的下游效应,但它的影响还不止于此,它代表了一种深刻的积极精神转变,远离了西方文化晚期的卡夫卡式的错误主义:
— redphone ☎️🧙🏻♂️ (@redphonecrypto) December 15, 2022
十:智力资本
最后,也许我相信加密货币注定会增长10倍的最强有力的理由是,它吸引了地球上最智慧/最聪明/最有创造力的年轻人……
Thread: 10 Ridiculously Smart People On Crypto-Twitter Who You Should Be Following
🧵
One of the main reasons I am in brypto is that I un-ironically believe it has attracted the greatest minds of our generation…
1/x pic.twitter.com/i502PfPhhS
— rektdiomedes (@rektdiomedes) June 20, 2023
我们这一代最伟大的思想家都在链上经济的各个领域进行建设。
在我看来,不押注加密货币的崛起似乎是在押注这个巨大的智力资本源泉,而这不是我想要做的押注。
最后:我很想听听对上述内容的任何/所有想法!我对/错/等等?
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