Name: 卡達諾創始人查爾斯-霍斯金森談比特幣價值 25 萬美元的未來 (Cardano founder Charles Hoskinson talks bitcoin’s $250,000 future)
Uploaded: 2025-07-20T19:16:49.000Z
Duration: 52 min 36 s

I think Bitcoin will be over 250,000 by the end of this year or next year.

我認為，到今年年底或明年，比特幣的價格將超過 25 萬。

What will happen is that the tariff stuff will be a dud and that people will realize that the world is willing to negotiate.

最終的結果是，關稅問題會不了了之，人們會意識到世界是願意談判的。

這其實只是美國與中國之間的較量。

Cardano is vying to become one of the major players in the crypto ecosystem in the future.

Cardano 力爭成為未來加密生態系統的主要參與者之一。

It's been billed as an environmentally friendly and secure blockchain.

它被譽為環保、安全的區塊鏈。

Its token associated with it, ADA, is the 10th largest cryptocurrency in the world and is currently valued at $20.5 billion in market cap.

與之相關的代幣 ADA 是全球第十大加密貨幣，目前市值估值為 205 億美元。

Now, of course, that still trails the likes of Bitcoin, which is over a trillion dollars in market cap at the time of recording.

當然，這仍然落後於比特幣，在記錄時，比特幣的市值已超過一萬億美元。

So can Cardano be the next major force in the crypto world?

那麼，卡達諾能否成為加密世界的下一支重要力量呢？

And what does the change of administration in the U.S. mean for the broader cryptocurrency industry?

美國政府的更迭對更廣泛的加密貨幣行業意味著什麼？

I'm excited to say this is amongst the first episodes we're launching of Beyond the Valley as a video podcast, which you can find on CNBC.com and YouTube, as well as on Spotify and Apple and wherever you get your podcasts.

我很高興地說，這是我們以視頻播客形式推出的《超越山谷》的第一集，你可以在 CNBC.com 和 YouTube 上找到，也可以在 Spotify 和 Apple 上找到，無論你在哪裡收聽播客。

Now, let me introduce my very special guest for this episode.

現在，請允許我介紹本期節目的特別嘉賓。

He's been in the crypto space for more than a decade and in that time has brought lots of innovation to the market.

他已經在加密貨幣領域工作了十多年，在此期間為市場帶來了許多創新。

Fun fact, he also has a ranch in Wyoming, USA.

有趣的是，他在美國懷俄明州還有一個牧場。

Charles Hoskinson, the founder of IOHK, the founder of Cardano and a co-founder of Ethereum.

查爾斯-霍斯金森（Charles Hoskinson），IOHK 的創始人，卡達諾（Cardano）的創始人，以太坊的創始人之一。

Thanks so much for joining me on Beyond the Valley.

非常感謝你參加我的 "超越山谷 "節目。

I want to talk about your ranch and some of your other hobbies as well, which are really fascinating.

我想談談你的牧場和其他一些愛好，這些都非常吸引人。

但你從事加密貨幣行業多久了？

Well, I've been in since 2011, so it's been a long, long time, almost 15 years now.

我從 2011 年開始加入，所以已經有很長很長的時間了，差不多有 15 年了。

I love sound monetary policy like goldback monies.

我喜歡穩健的貨幣政策，比如黃金回購貨幣。

There really was nothing else besides Bitcoin and crypto that was like the intersection of mathematics, sound money and in cryptography.

除了比特幣和加密貨幣，真的沒有其他東西能像數學、健全的貨幣和密碼學的交叉點一樣。

You know, the other thing, I didn't have any job skills.

還有一點，我沒有任何工作技能。

You know, I studied mathematics, but I wasn't particularly good at it.

你知道，我學過數學，但不是特別擅長。

So I said, you know, I'll do is I'll just teach people about cryptocurrencies and sound money.

所以我說，你知道，我要做的就是教人們瞭解加密貨幣和穩健貨幣。

And so I took all that Ron Paul stuff that I got from 2008 and rolled it in.

於是，我把 2008 年得到的羅恩-保羅的東西都捲了進去。

And I started originally the Bitcoin Education Project.

我最初開始了比特幣教育項目。

And I created a class called Bitcoin or How I Learned to Stop Worrying and Love Crypto is named after Peter Sellers, you know, Dr. Angelove.

我開設了一門課，叫做 "比特幣或我如何學會停止擔憂並愛上加密貨幣"，這是以彼得-塞勒斯的名字命名的，你知道，安吉洛夫博士。

And from those students, it kind of launched my crypto career.

從這些學生身上，我開始了自己的加密事業。

Well, you are the perfect guest this time, Charles, because I love doing these podcasts and I always learn a lot in the process of speaking to people like yourselves and our listeners love learning a lot about some of these areas.

查爾斯，這次你是最合適的嘉賓，因為我喜歡做這些播客，在與像你們這樣的人交談的過程中，我總是能學到很多東西，我們的聽眾也喜歡瞭解其中的一些領域。

And Cardano, I think, is one of those areas where perhaps there will be a lot of people out there being introduced to crypto who may not know a lot about the Cardano blockchain and what it brings to the table.

我認為，Cardano 就是這樣一個領域，也許會有很多人開始接觸加密貨幣，但他們可能對 Cardano 區塊鏈及其帶來的好處並不是很瞭解。

So we just very simply lay out what is Cardano.

是以，我們只是非常簡單地介紹一下什麼是 Cardano。

So I tend to think about Cardano in terms of cryptocurrency generations.

是以，我傾向於從加密貨幣世代的角度來看待 Cardano。

I think that's the easiest way for new people to understand it.

我認為這是讓新人最容易理解的方式。

So usually that stems around what problem are you trying to solve and who are you trying to solve it for?

所以，這通常是圍繞著你要解決什麼問題以及你要為誰解決這個問題？

So in the early days, Bitcoin, when it came out, was the capstone of a 30 year effort to create decentralized value transfer.

是以，在早期，比特幣的出現，是 30 年來努力創造去中心化價值轉移的結晶。

So the goal of Bitcoin was to say, could we have a ledger that's decentralized?

是以，比特幣的目標是：我們能不能有一個去中心化的分類賬？

I just push a button and push value to different people.

我只需按下按鈕，就能為不同的人帶來價值。

And that was awesome because we didn't know if it was possible or not.

這太棒了，因為我們不知道這是否可行。

但在 2009 年，Toshi 發現了這一點。

But what ends up happening with the generation is, well, you get really excited when it first comes out.

但這一代人最終的情況是，當它剛問世時，你會非常興奮。

你會覺得，哇，這太不可思議了。

And then six months later, you say, what else you got?

六個月後，你說，你還有什麼？

So the next generation, which started in about 2013, was the smart contract revolution where we said, hey, we need programmability with these ledgers.

是以，大約從 2013 年開始的下一代是智能合約革命，我們說，嘿，我們需要這些分類賬的可編程性。

So it's not just about pushing only Bitcoins around.

是以，這不僅僅是推送比特幣的問題。

We want the ability to decide DeFi and NFTs and all these other things.

我們希望有能力決定 DeFi 和 NFT 以及所有其他事情。

It's kind of like when JavaScript came to the web browser.

這有點像 JavaScript 出現在網絡瀏覽器上的時候。

We went from HTML static websites to have Amazon and Facebook and YouTube and all these other experiences.

我們從 HTML 靜態網站發展到擁有亞馬遜、Facebook、YouTube 和所有其他體驗。

But almost immediately after they came out, people realized that we had three sets of problems that were very hard to solve.

但幾乎就在它們問世之後，人們意識到我們有三組問題很難解決。

So one was scalability, one was interoperability and one was governance.

是以，一個是可擴展性，一個是互操作性，一個是治理。

So on the scalability side, you know, Ethereum is very expensive to operate.

是以，在可擴展性方面，以太坊的營運成本非常高。

So people wanted a situation that as you gain users, you had the same resource cost per user like BitTorrent has this.

是以，人們希望在用戶數量增加的同時，每個用戶的資源成本與 BitTorrent 相同。

More people download the movie, the faster you get the movie.

下載電影的人越多，獲得電影的速度就越快。

More people that use the cryptocurrency, the slower it gets, the more expensive transactions get.

使用加密貨幣的人越多，速度就越慢，交易成本就越高。

So it's not scalable from that perspective.

是以，從這個角度來看，它是不可擴展的。

Interoperability is that you have hundreds, if not thousands, of blockchains and you have lots of legacy infrastructure like banks and all these other things.

互操作性是指，你有成百上千個區塊鏈，你也有大量的傳統基礎設施，如銀行和其他所有這些東西。

And then governance, that is, OK, well, how do you upgrade these products?

然後是治理，即如何升級這些產品？

When you think of a product, you have like Apple to the iPhone or Windows to Microsoft or something like that.

說到產品，你會想到蘋果和 iPhone，或者 Windows 和微軟之類的產品。

So you look to Microsoft, you say, what's the next version of Windows?

所以你會問微軟，Windows 的下一個版本是什麼？

You look to Apple, what's the next iPhone?

蘋果公司的下一款 iPhone 是什麼？

So how do you upgrade them if they're decentralized?

那麼，如果它們是分散的，該如何升級呢？

So you need a governance layer to be able to sort out forks and treasury management and upgrades and these types of things.

是以，你需要一個治理層，以便能夠解決分叉、資金管理和升級等問題。

So the third generation really covered that.

是以，第三代真正涵蓋了這一點。

Now there's a rich class of protocols in it, like Cardano, Aptos, Sui, Solana.

現在，其中有豐富的協議類別，如 Cardano、Aptos、Sui、Solana。

And we're about midway through that generation and we're making great strides.

這一代人已經走過了一半，我們正在取得長足進步。

Well, thanks for laying that out, Charles, because we will dig in further into each of those three things.

謝謝你的闡述，查爾斯，因為我們會對這三點逐一進行深入探討。

So I think that's really key to where the future is going.

是以，我認為這是未來發展的關鍵所在。

And just to let our listeners know, we have done explainers on blockchain technology and distributed ledgers and how those how those work.

為了讓聽眾知道，我們已經做了關於區塊鏈技術和分佈式賬本以及它們如何工作的講解。

Now, can you just lay out the so just just to also help our listeners, the role of of the token, the ADA token and its relationship to the Cardano blockchain?

現在，您能否介紹一下 ADA 代幣的作用以及它與 Cardano 區塊鏈的關係，以幫助我們的聽眾？

Yeah, so typically tokens are broken down to value transfer media and value storage.

是的，代幣通常分為價值轉移媒介和價值存儲媒介。

So that's kind of like what Bitcoin does.

But in the case of proof of stake systems, you also have tokens involved in the consensus of the system, meaning they maintain the state of the ledger.

但在權益證明系統中，代幣也參與了系統的共識，這意味著它們維護著分類賬的狀態。

這就是你用來製作積木的材料。

And then also they can be involved in governance as well, meaning that you actually upgrade the system or vote on the use of resources, a system based on token.

然後，他們還可以參與治理，也就是說，你們可以實際升級系統或投票決定資源的使用，這是一個基於代幣的系統。

It's it's involved in consensus, involved in governance.

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卡達諾創始人查爾斯-霍斯金森談比特幣價值 25 萬美元的未來 (Cardano founder Charles Hoskinson talks bitcoin’s $250,000 future)

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