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  • Let me ask you about a few of the different protocols out there because again, these are um, you're a third live broadcast this week.

    讓我問你一些不同的協議,因為同樣,這些是嗯,你是本週的第三次直播。

  • So I got a bunch of ideas floating around my head from some very interesting people in the space, you know, Dan's got 2.8 billion invested.

    是以,我的腦子裡浮現出一堆想法,這些想法來自於這個領域中一些非常有趣的人,你知道,丹有28億的投資。

  • He was doing a fun for Bitcoin in 2013.

    他在2013年為比特幣做了一個趣事。

  • He talked about going to those endowments back in 14 and 15 and pitching him and he said you could hear a pin drop, they were just like the elevators this way.

    他談到在14和15年時去那些捐贈機構,向他投稿,他說你可以聽到一根針掉下來,他們就像電梯這樣。

  • But he said on the way to the elevator, they would say what's the minimum because I might want to get involved, but there's no way we would consider.

    但他說在去電梯的路上,他們會說最低限度是多少,因為我可能想參與,但我們沒有辦法考慮。

  • And so he's seen that market go up and up and up and he had some good perspectives on it.

    是以,他看到這個市場一直在上升,上升,上升,他有一些很好的觀點。

  • Talk to me about Bitcoin and ethereum.

    跟我談談比特幣和以太坊吧。

  • They have this very strange relationship.

    他們有這種非常奇怪的關係。

  • It's almost like a tale in the bible of like two brothers where one behaves this way and one behaves this way and they have this weird future.

    這幾乎就像《聖經》中的一個故事,就像兩兄弟一樣,一個人的行為是這樣的,一個人的行為是這樣的,他們有這樣奇怪的未來。

  • Most people in the ecosystem believe that both are here to stay.

    生態系統中的大多數人認為,這兩種情況都會繼續存在。

  • They both have different needs that they fulfil.

    他們都有不同的需求,他們滿足了這些需求。

  • I want to get your thoughts on that and then I'll throw Cardinal in the mix after that.

    我想了解你的想法,然後我再把卡迪納爾扔到混合中。

  • Sure.

    當然。

  • I think they both have the Lindy effect at this point.

    我認為他們在這一點上都有林迪效應。

  • Network effect.

    網絡效應。

  • Metcalfe's law, whichever one you want to want to use.

    梅特卡夫定律,無論你想用哪一種。

  • They've all been around long enough that they will continue to be around and each each day that passes is another 10 days that they will exist into the future.

    他們都已經存在了足夠長的時間,他們將繼續存在,每過一天,就是他們存在於未來的另一個10天。

  • And so I think if you're a new entrance to the crypto space, those are the two assets as you should focus on.

    是以,我認為如果你是加密貨幣領域的一個新入口,這兩種資產是你應該關注的。

  • And probably not even beyond that, there's the huge debate.

    而且可能還沒有超過這個範圍,還有巨大的辯論。

  • Bitcoin maximalist versus a theory, a maximalist, which to me, I find very silly because I think they're both important aspect assets and are utterly different.

    比特幣的極致主義與理論,極致主義,對我來說,我覺得非常愚蠢,因為我認為他們都是重要方面的資產,而且是完全不同。

  • And I don't understand why there's such a strong debate because they're totally just different things.

    我不明白為什麼會有如此強烈的爭論,因為它們完全是不同的東西。

  • Bitcoin has really solidified its case in my mind as a store of value digital gold deflationary asset.

    比特幣在我心中真正鞏固了其作為價值儲存的數字黃金通縮資產的地位。

  • That's a hedge against inflation hedge.

    這是一個對沖通貨膨脹的對沖措施。

  • Again in central bank, a hedge gets poor monetary policy.

    再次在中央銀行,對沖得到不良的貨幣政策。

  • We know that banks are not going to stop printing.

    我們知道,銀行不會停止印刷。

  • Therefore, Bitcoin will always rise in value.

    是以,比特幣的價值會一直上升。

  • Right?

    對嗎?

  • And it has the deflationary math where it's programmed in that every four years new supply will be cut in half the algorithm will become twice as difficult and only 21 million will ever be mind.

    它有通貨緊縮的數學,它的程序是,每四年新的供應將被削減一半,算法將變得兩倍困難,只有2100萬將被記住。

  • That is incredible.

    這真是不可思議。

  • That's the most important asset that's ever been created.

    這是有史以來創造的最重要的資產。

  • Bar none.

    沒有吧。

  • Does that mean that if you're a trader or an investor, it's the only one you should ever touch.

    這是否意味著,如果你是一個交易員或投資者,它是你唯一應該接觸的。

  • Not in my mind.

    在我看來不是。

  • Right.

    對。

  • And so let's think of ethereum more as the Internet in the 1990s, right?

    是以,讓我們把以太坊更多地看作是1990年代的互聯網,對嗎?

  • It's an opportunity to invest in the platform that the future of value is being built on.

    這是一個投資於未來價值建立的平臺的機會。

  • We have the internet, uh the way I like to explain it, we have the internet.

    我們有互聯網,呃,我喜歡解釋的方式,我們有互聯網。

  • People understand a d centrally decentralized exchange of information, right?

    人們理解一個d集中分散的資訊交流,對嗎?

  • You go on a website, there's no third party in between necessarily.

    你上了一個網站,中間必然沒有第三方。

  • I can send you an email, you can send me an email, we can exchange information directly peer to peer without a third party in between our tax collector, can't do that with money, can't do that with value, right?

    我可以給你發一個電子郵件,你也可以給我發一個電子郵件,我們可以直接點對點地交換資訊,而不需要在我們的收稅員之間有一個第三方,不能用錢做,不能用價值做,對嗎?

  • You can't transfer value without a third party in between.

    沒有第三方在中間,你就無法轉移價值。

  • If I want to send a bank wire to someone in Nigeria, there's countless people in between that transaction taking their small piece if it even arrives In a week or two.

    如果我想給尼日利亞的某個人發送銀行電報,如果電報在一兩個星期內到達,就會有無數人在這一交易之間拿走他們的一小塊。

  • Right?

    對嗎?

  • And so what's being built on ethereum largely our ways to exchange that value directly peer to peer in a decentralized manner without someone in between.

    是以,在以太坊上建立的主要是我們的方式,以去中心化的方式直接點對點地交換價值,中間沒有人介入。

  • So in one, so to me saying I only love Bitcoin, I hate ethereum is like saying I would buy gold but I wouldn't buy amazon and I don't see the connection, right?

    所以在一個,所以對我說我只愛比特幣,我討厭以太坊就像說我要買黃金,但我不會買亞馬遜,我看不出有什麼聯繫,對嗎?

  • And so I think that they're both incredibly important assets, they both have incredible full benefits that are different than the other one has.

    是以,我認為它們都是令人難以置信的重要資產,它們都有令人難以置信的全部好處,與另一個人的好處不同。

  • I think the debate comes in where the theory and people start saying ethereum is hard money and the bit when people take sort of opposition to that, but that's how I view it.

    我認為辯論是在理論和人們開始說以太坊是硬通貨的地方,以及當人們採取某種反對意見的位子,但這是我的看法。

  • And so to me, Bitcoin, as I said, is the most important asset of all time ethereum is the much better trade.

    是以,對我來說,比特幣,正如我所說,是所有時間內最重要的資產,以太坊是更好的交易。

  • I think ethereum has potentially exponentially more upside than Bitcoin from the current prices and I love Bitcoin as much as the next guy.

    我認為從目前的價格來看,以太坊的潛在上升空間要比比特幣大,我和其他人一樣喜歡比特幣。

  • But I think that ethereum, you know, as a early investment in a world changing technology still and I think that you know if you're a trader you want a percentage in something that could really have a moon shot.

    但我認為,以太坊,你知道,作為一個改變世界的技術的早期投資,我認為你知道,如果你是一個交易員,你想在一些真正可能有月球機會的東西中獲得一定比例。

  • I think that's where you want to be.

    我認為這是你想去的地方。

  • And this would lead to the flipping question which is well ethereum go higher than the price of Bitcoin.

    而這將導致一個翻轉的問題,即以太坊會不會比比特幣的價格更高。

  • Probably the market cap is more of an interesting thing to talk about or maybe it isn't at all.

    可能市值是更值得討論的事情,也可能根本不是。

  • What is your view on the flipping again?

    您對再次炒作的看法是什麼?

  • Fun narrative but who cares right.

    有趣的敘述,但誰在乎呢?

  • People are so consumed with it, but if you view them as separate assets then it's apples to oranges as opposed to apples to apples.

    人們對它的消耗很大,但如果你把它們看作是獨立的資產,那麼相對於蘋果來說,這就是蘋果與桔子的關係。

  • And it doesn't matter but it is fun to talk about.

    而這並不重要,但談論起來卻很有趣。

  • I asked this question to guess by the time, by the way, all the time.

    我問這個問題的時候,順便說一下,一直在猜。

  • Um And what's interesting, I don't think a theory and flips Bitcoin in price right?

    嗯 而有趣的是,我不認為一個理論和翻轉比特幣的價格吧?

  • I just it's a that's a huge gap to fill.

    我只是這是一個需要填補的巨大空白。

  • Not even probably maybe in market cap but that that could potentially happen.

    甚至可能不是在市值上,而是有可能發生。

  • It's gotten pretty close halfway there.

    它在半路上已經很接近了。

  • Um but in a lot of metrics, some would argue that you threw them has already flipped Bitcoin If you check out coin basis Q.

    嗯,但在很多指標中,有人會認為你扔給他們的已經翻轉了比特幣 如果你查看硬幣的基礎Q。

  • two earnings report, they had more trading volume on the theory um than be quick.

    兩份收益報告,他們有更多的交易量在理論上嗯比要快。

  • Right?

    對嗎?

  • And and so I think that we see more institutional interests coming into theory and there's a lot of metrics, the actual usage of the network, the transactions all those on chain metrics, ethereum is blowing Bitcoin out of the water.

    是以,我認為我們看到更多的機構利益進入理論,有很多指標,網絡的實際使用情況,交易所有這些在鏈上的指標,以太坊正在把比特幣吹到水面上。

  • That's not, that's nothing against Bitcoin.

    這不是,這不是針對比特幣。

  • If it's a store of value, you're not going to transact in it as much right?

    如果它是一種價值儲存,你就不會用它來進行交易,對嗎?

  • It totally makes sense and ethereum, everything that's happening, you need to use ethereum to burn gas fees.

    這完全是有道理的,而且以太坊,正在發生的一切,你需要用以太坊來燃燒氣體費用。

  • So I view them as just completely separate assets and it doesn't matter which one flips the other in which direction it just matters that you have exposure to both.

    是以,我認為它們只是完全獨立的資產,哪一個翻轉另一個的方向並不重要,重要的是你對兩者都有接觸。

  • I had a guest this week that said it's not apples and oranges is like comparing an apple which is Bitcoin to like an automobile, which is a theory.

    本週我有一個客人說,這不是蘋果和橘子,就像把一個蘋果比作比特幣和像汽車,這是一個理論。

  • Like there's just so different things that do completely different things both have value.

    就像有那麼多不同的東西,做完全不同的事情都有價值。

  • Um and I like your example gold vs amazon actually might start using that very different things.

    嗯,我喜歡你的例子,黃金與亞馬遜實際上可能會開始使用這種非常不同的東西。

  • Both can have value.

    兩者都可以有價值。

  • I get a little frustrated talking to a maximalist because again it doesn't feel like I can say but there is this thing that has this way to do smart contracts and I do see that being a value in the future, but I guess I understand why you're a maximalist.

    我和一個最大限度主義者談話時有點沮喪,因為同樣感覺不到我可以說,但有這個東西有這種方式來做智能合約,我確實看到這在未來是一種價值,但我想我理解你為什麼是一個最大限度主義者。

  • You've usually been in the market for a long time, you invested a lot of your time effort, assets, emotions into this thing where probably people called you crazy for a long time and maybe it's hard to see outside of it.

    你通常已經在市場上呆了很長時間,你把大量的時間精力、資產、情感投入到這件事上,可能人們在很長一段時間內都說你是瘋子,也許你很難看出它的本質。

  • Um I was talking with Michael Sailor and at the end of the conversation, he did say that there was a real role for stable coins and those are built on the ethereum network with a contract.

    我和Michael Sailor談話,在談話的最後,他確實說穩定幣有一個真正的作用,那些穩定幣是建立在以太坊網絡上的合約。

  • And so he did say that currency, that standard currency will be just as important as Bitcoin, which he calls digital property.

    所以他確實說過,貨幣,標準貨幣將和比特幣一樣重要,他稱之為數字財產。

  • So it was not, it was nice to see he's not the ultimate maximalist would like to see him having the conversation and of course coin bases come out.

    所以這不是,很高興看到他不是最終的極致主義者,希望看到他進行對話,當然硬幣底座也出來了。

  • So I think they're gonna own Bitcoin and maybe a theory amount of balance sheet for the first time.

    所以我認為他們會擁有比特幣,也許會首次擁有理論數量的資產負債表。

  • So crypto, right?

    所以說加密貨幣,對嗎?

  • They said we're gonna, we've been, we've been cleared to buy 500 million in crypto, they did not say Bitcoin.

    他們說我們要,我們已經,我們已經被準許購買5億的加密貨幣,他們沒有說比特幣。

  • So it will be interesting to see what that, what that means.

    是以,看看這意味著什麼,將會很有趣。

  • Do you get frustrated, Talk to mask maximalist or do you just know it's, you know, it's part of the deal and they have their way and yeah, I take my beating and move on uh to be quite frank because I mean maximal is um is the same in Bitcoin as everywhere else in the world, right?

    你是否會感到沮喪,與面具上的最大限度的人交談,或者你只是知道這是,你知道,這是交易的一部分,他們有他們的方式,是的,我接受我的毆打,繼續前進呃,很坦率地說,因為我的意思是最大限度的是嗯,在比特幣和世界上其他地方是一樣的,不是嗎?

  • And first to say, I think that Bitcoin maximalist have gotten us as far as we are, they're incredibly valuable and their belief when nobody else believed is what's made Bitcoin what it is.

    首先要說的是,我認為比特幣的極簡主義者讓我們走到了今天,他們是非常有價值的,當其他人都不相信的時候,他們的信念讓比特幣成為了現在這樣。

  • So, this is not really a negative at all, but I think maximal is um in general is a bit of stunted growth, you know, it's like you said, you're so passionate about it and so emotional about and you believe in it so much that your mind starts to maybe close off to the possible to other possibilities, and you become very rude in your ways.

    所以,這根本不是一個真正的負面因素,但我認為最大的是,一般來說,有點發育不良,你知道,就像你說的,你對它如此熱情,如此情緒化,你如此相信它,你的頭腦開始也許關閉對其他可能性的可能,你變得非常粗魯的方式。

  • And that that applies across human history, applies to my town, my team, my country, my religion, my whatever right.

    而這一點適用於整個人類歷史,適用於我的城鎮、我的團隊、我的國家、我的宗教、我的任何權利。

  • The maximal is um is is the same brand across across all things.

    最大的是嗯是同一個品牌跨越所有的東西。

  • So, I know that in this world you're really not going to change most people's minds about the things that they fundamentally believe the most.

    所以,我知道在這個世界上,你真的無法改變大多數人對他們從根本上最相信的事情的想法。

  • Right?

    對嗎?

  • So, I don't get frustrated.

    是以,我不會感到沮喪。

  • I think it's incredible that they continue to kick the ball forward on the most important facets facets of what Bitcoin is, because they're the ones who will never give up on those key narratives, those core narratives, the freedom that it brings and the really, really important aspects that people need to understand, and maybe they won't if they just get in late and buy it because the price is going up, they need to hear that interesting Michael Sailor was on my show and the first time you ever went on, basically a 90 minute uh rant about it, the digital real estate was on my podcast came up with the idea of it being like granite and buying a piece of Manhattan you know and buying the building and you would never sell it, would you use your building in Manhattan and his money?

    我認為他們繼續在比特幣最重要的方面向前踢球是不可思議的,因為他們是那些永遠不會放棄那些關鍵的敘述,那些核心的敘述,它所帶來的自由和真正非常重要的方面,人們需要了解,也許他們不會,如果他們只是晚點買,因為價格在上漲。他們需要聽到有趣的邁克爾-賽勒在我的節目中,你第一次上,基本上是90分鐘呃咆哮一下,數字房地產是在我的播客上提出的想法,它就像花崗岩和購買曼哈頓的一塊,你知道和購買建築,你永遠不會出售它,你會用你在曼哈頓的建築和他的錢?

  • No you would hold it, you would take a loan against it and use that money that you know he hash that entire thing out with me.

    不,你會持有它,你會以它為抵押貸款,並使用那筆錢,你知道他和我一起解決了整個事情。

  • Um but he's right, you know and he's right about that aspect but then he's right to be open minded about the use case of stable coins in that context because Bitcoins white paper says Pierre to pure cash and that's not what Bitcoin has really proven to be now right peer to peer caches more stable coins.

    嗯,但他是對的,你知道,他在這方面是對的,但隨後他對穩定幣在這種情況下的使用情況持開放態度是對的,因為比特幣白皮書說皮埃爾是純現金,這不是比特幣現在真正被證明是對等的緩存更穩定的幣。

  • So if you can eventually live in a world where you borrow against your Bitcoin and you transact in stable coins and you can earn yields and you never have to sell it and take a taxable event like you said, that's what wealthy people have been doing since the beginning of time anyways, Bitcoin just becomes another asset.

    所以,如果你最終能生活在這樣一個世界裡,你用你的比特幣借款,你用穩定的硬幣進行交易,你可以獲得收益,而且你永遠不必像你說的那樣賣掉它並承擔應稅事件,反正自古以來富人都是這樣做的,比特幣只是成為另一種資產。

  • But anyone who has transacted in Bitcoin versus transacting and stable coins knows Which one is easier, right?

    但任何在比特幣中交易過的人都知道,與交易和穩定的硬幣相比,哪一個更容易,對嗎?

  • Bitcoin takes a little longer, it's got some fees, the price might be different when it arrives if you're sending someone a pegged amount in U.

    比特幣需要更長的時間,它有一些費用,如果你給別人發送的是U.S.的掛鉤金額,到達時的價格可能不同。

  • S.

    S.

  • Dollars and not a pegged amount of Bitcoin, stable coins are fast familiar and easy but their dollars, they have all the same problems as a dollar.

    美元和不是掛鉤的比特幣,穩定的硬幣是快速熟悉和容易的,但他們的美元,有所有與美元相同的問題。

  • If you're backed by the dollar, you have the same inflation there.

    如果你由美元支持,你有同樣的通貨膨脹在那裡。

  • Uh you know, problems as the dollar does.

    呃,你知道,問題就像美元一樣。

  • So yet again, two separate things.

    是以,又是兩件不同的事情。

  • There's a great place for all of them.

    所有這些人都有一個很好的位置。

  • Nobody believes that global banking systems are going to be settling in Bitcoin.

    沒有人相信全球銀行系統會在比特幣中結算。

  • But it would be amazing to see them doing using stable coins instead of a CH and fed wire and out swift and the outdated protocols that we've seen them used for years.

    但是,如果看到他們使用穩定的硬幣,而不是CH和Fed wire和out swift以及我們已經看到他們使用多年的過時的協議,那將是令人驚訝的。

Let me ask you about a few of the different protocols out there because again, these are um, you're a third live broadcast this week.

讓我問你一些不同的協議,因為同樣,這些是嗯,你是本週的第三次直播。

字幕與單字
自動翻譯

影片操作 你可以在這邊進行「影片」的調整,以及「字幕」的顯示

A2 初級 中文 特幣 資產 價值 認為 理論 硬幣

Scott melker談比特幣與以太坊?哪個是更好的交易? (Scott melker on Bitcoin vs Ethereum ? Which is The Better Trade?)

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    林宜悉 發佈於 2021 年 09 月 08 日
影片單字