Erik Voorhees 談 DeFi 與比特幣極端主義
上週 Bankless 訪談了 Erik Voorhees (Founder & CEO of Shapeshift)。
完整的 Podcast 在這:
非常值得一聽,他們談了:
- 程式碼中的自由主義者價值觀
- 為什麼美國不是資本主義
- 為什麼法幣注定要崩潰
- 黃金,比特幣,以太坊
- 4 種幣
- 中國與美國
- 為什麼比特幣極端主義者再也搞不懂當前狀況
很可惜沒有逐字稿,這邊節錄一段 Erik 談 DeFi :
Yeah I think it’s cool as hell and I’m dismayed by a lot of the maximalists who just shit all over it. The reason they shit over it is because it’s not built on Bitcoin, if it was built on Bitcoin they would be loving it they would find all sorts of justifications for why it was great. They would be the ones out there knocking down all the criticisms of it , but because it’s built on the wrong tribes coin they hate it and they find every flaw they can.
There are certainly many legitimate criticisms of where DeFi is today, a lot of the projects are more centralized than they appear. That’s a big problem but decentralization isn’t a black and white thing and I think a lot of these projects are going to do overtime becoming increasingly decentralized, so I’m not so concerned that some of them aren’t perfectly decentralized today. I think that’s a journey and there’s just so much innovation happening there like you can’t look at that and not get inspired and excited about what’s going on. It has tons of risks. I think there’s going to be at least one horrible DAO like catastrophe probably in the next year or 2, but that doesn’t mean DeFi failed. That’s part of the experimentation so as long as people realize that all this stuff is volatile and experimental and they have that risk tolerance I think it’s cool as hell.
Erik 說自己也曾經是比特幣極端主義者,直到有一天他意識到了去中心化的真正價值就意味著我們不可能會有單一的區塊鏈:
And I say this often but I used to be one of those people. I was someone who shit on other coins and other projects because I thought at best they were a distraction from the “real project” which was Bitcoin. And at worst I thought they were just kind of scams or that kind of thing.
What came to change my mind is realizing that one of the most important attributes of what Bitcoin is decentralization. And you cannot argue for decentralization and at the same time argue that there should only be one monolithic blockchain. That is a degree of mental gymnastics that I was not willing to make. So I switched. I started realizing that part of the promise of Bitcoin is these other coins they again are branches of the same ethos. Some of them compete with each other, some of them are complementary to each other. I think it needs to be observed that both Bitcoin and Ethereum have hit their all time high prices and market caps roughly together. Empirically there is not evidence that the growth of one harms the growth of the other. I think they’re both very different systems that have different strengths and weaknesses. I own both I’m bullish on both.
祝各位有個愉快的週末。