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2024 年除夕夜,Kurt Wuckert Jr. 主持了 CoinGeek 每週直播特別節目,回顧過去的一年。加入他行列的還有企業家兼大區塊 OG Eli Afram,他是第一個可擴展區塊鏈投票平台 AnonSurvey.com 的創建者。
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Kurt Wuckert Jr. hosted the final CoinGeek Weekly Livestream of 2024 on New Year’s Eve, and he was joined by entrepreneur and big block OG Eli Afram, the creator of AnonSurvey.com, the first scalable blockchain voting platform.
Kurt Wuckert Jr. 在新年前夕主持了2024 年最後一場CoinGeek 每週直播,企業家兼大區塊OG Eli Afram 也加入了他的行列,後者是第一個可擴展區塊鏈投票平台AnonSurvey. com 的創始人。
The livestream kicked off with Wuckert thanking RockWallet and Champions TCG for sponsoring the show throughout the year. Both fast-growing firms advertised on the livestream throughout 2024, which Wuckert described as a “sobering year” with plenty of highs and lows.
直播開始時,Wuckert 感謝 RockWallet 和 Champions TCG 全年贊助該節目。兩家快速發展的公司在整個 2024 年都在直播中做廣告,伍克特將這一年描述為“發人深省的一年”,充滿了高潮和低谷。
On the one hand, 2024 was a halving year, with miner revenue declining substantially. The drama of Dr. Craig Wright’s court cases was another lowlight for BSV, but it wasn’t all negative. On the positive side, Teranode is going from strength to strength, and TAAL recently mined the first Teranode block. Ordinals continued to be popular throughout 2024, and many new people became interested in scaling and the underlying technology because of it.
一方面,2024年是減半年,礦工收入大幅下降。 Craig Wright 博士的法庭案件的戲劇性是 BSV 的另一個低谷,但這並不全是負面的。從積極的一面來看,Teranode 正在不斷壯大,TAAL 最近開採了第一個 Teranode 區塊。序號在 2024 年持續流行,許多新人因此對擴展和底層技術產生了興趣。
Wuckert reminded us that Bitcoin has always been about the system and what it can disrupt in the long term. However, the industry’s incentives are currently warped. Every dollar deployed has likely underperformed simply holding BTC, and while lots of people are making money now, it’s worrying for the long term.
伍克特提醒我們,比特幣始終與系統及其長期破壞性有關。然而,該行業的激勵措施目前已經扭曲。部署的每一美元的表現可能不如僅僅持有比特幣,雖然現在很多人都在賺錢,但從長遠來看,這令人擔憂。
He invited us to imagine this trend at scale—MicroStrategy (NASDAQ:MSTR) has shut down its original software business and is now focused solely on stacking BTC—what if other companies did this? It would lead to a widespread economic slowdown with serious consequences.
他邀請我們想像一下這種規模化的趨勢——MicroStrategy(納斯達克股票代碼:MSTR)已經關閉了原來的軟體業務,現在只專注於堆疊比特幣——如果其他公司也這樣做怎麼辦?這將導致廣泛的經濟放緩,並帶來嚴重後果。
Yet, as if that isn’t worrying enough, President-elect Donald Trump has appointed Howard Lutnick as Commerce Secretary. The CEO of Cantor Fitzgerald (NASDAQ:ZCIIFX) is “Tether’s bankers’ banker,” meaning the shady characters at the head of the stablecoin company are one step closer to the center of the network. Wuckert is concerned that the fraud and early shenanigans can be papered over and Tether can reach “escape velocity.” Afram wondered if, at this point, there’s some government involvement in Tether, to which Wuckert replied it is almost certain since they’re one of the biggest bondholders.
然而,似乎這還不夠令人擔憂,當選總統唐納德·川普已任命霍華德·盧特尼克為商務部長。 Cantor Fitzgerald(納斯達克股票代碼:ZCIIFX)的執行長是“Tether 銀行家中的銀行家”,這意味著穩定幣公司負責人的可疑人物離網路中心又近了一步。伍克特擔心欺詐和早期的惡作劇可能會被掩蓋,而 Tether 可能會達到「逃逸速度」。阿夫拉姆想知道,目前 Tether 是否有政府參與,伍克特回答說,這幾乎是肯定的,因為他們是最大的債券持有人之一。
Wuckert and Afram briefly discussed their Christian backgrounds before the latter made an astute point: there are many similarities between religious ways of thinking and those in the blockchain industry. In this industry, people get riled up when you criticize the technology or coin they believe in; it’s almost as if it has become part of their identity, and they cannot view things rationally. This is only exacerbated by the fact they often have a lot of money on the line, and being wrong has actual costs.
Wuckert 和 Abram 簡要討論了他們的基督教背景,然後後者提出了一個精明的觀點:宗教思維方式與區塊鏈行業的思維方式有很多相似之處。在這個行業中,當你批評他們所相信的技術或貨幣時,人們會感到憤怒;這幾乎已經成為他們身分的一部分,他們無法理性地看待事物。由於他們經常面臨大量資金的威脅,而且犯錯會帶來實際成本,這一事實只會加劇這種情況。
Wuckert believes this is partly because many people don’t have another anchor in life. If they had families and communities, it wouldn’t be so intense. However, for many, their favorite coin is their community, and they will fight to defend it.
伍克特認為,部分原因是許多人的生活中沒有另一個支柱。如果他們有家庭和社區,事情就不會那麼激烈。然而,對許多人來說,他們最喜歡的貨幣是他們的社區,他們會為捍衛它而奮鬥。
Speaking of beliefs, the pair switched to the COPA v Wright trial earlier in 2024. Afram says he honestly thought Wright would win. Wuckert says he was always cautious, given how powerful COPA players are and how many holes are in Wright’s story. He points to the sterility of the evidence as one reason he wasn’t 100% certain as so many others were. Afram says he still thinks Wright is Satoshi but accepts he could be wrong.
說到信念,兩人於 2024 年初轉向 COPA 訴賴特案的審判。伍克特說,考慮到 COPA 球員的實力以及賴特的故事中有多少漏洞,他總是很謹慎。他指出,證據的貧乏是他不能像其他許多人那樣 100% 確定的原因之一。阿夫拉姆表示,他仍然認為賴特是中本聰,但他承認他可能是錯的。
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