比特币的第二次到来：各种 BSV 名人与 Gavin Mehl 一起讨论比特币中发生的一切

上周，Gavin Mehl 主持了一个名为“比特币第二次来临”的空间。各种 BSV 名人，包括 Kurt Wuckert Jr.、Casey Hamilton、Alex Vidal

Bitcoin’s Second Coming: Everything Happening in Bitcoin Now Bitcoin News

比特币的第二次来临：现在比特币中发生的一切 比特币新闻

Bitcoin’s Second Coming: Everything Happening in Bitcoin Now. Last week on X, Gavin Mehl hosted a space called Bitcoin’s Second Coming. Various BSV personalities, including Kurt Wuckert Jr., Casey Hamilton, Alex Vidal, SirToshi, and others, joined to discuss everything happening in Bitcoin. The conversation ranged from the global market for Bitcoin to derivatives, proof-of-stake, Donald Trump’s ‘State of Crypto’ address, and NAR/DAR on the BSV blockchain. Here’s a brief rundown of some of the highlights.

比特币的第二次到来：现在比特币中发生的一切。上周，Gavin Mehl 主持了一个名为“比特币第二次来临”的空间。 BSV 的多位名人，包括 Kurt Wuckert Jr.、Casey Hamilton、Alex Vidal、SirToshi 等人，共同讨论了比特币中发生的一切。讨论范围从全球比特币市场到衍生品、股权证明、唐纳德·特朗普的“加密货币状态”地址以及 BSV 区块链上的 NAR/DAR。以下是一些亮点的简要概述。

The market for Bitcoin is everything

比特币市场就是一切

Mehl points out how many BTC advocates still believe that legal rights and compliance are unnecessary and that their “decentralized” blockchain of choice is above all. This is despite the numerous SEC lawsuits and a wave of new regulations worldwide.

Mehl 指出，有多少 BTC 拥护者仍然认为法律权利和合规性是不必要的，他们选择的“去中心化”区块链才是最重要的。尽管美国证券交易委员会提起了无数诉讼，并且全球范围内出台了一波新法规，但情况仍然如此。

SirToshi says that this small block mindset is fanciful and inherently limits BTC. The global market for Bitcoin is everything, and if every item or product is to be tokenized on the distributed ledger, it will need to comply with regulations related to specific industries. Giving one example of how big things can get, he says that derivatives are worth up to $1 quadrillion, and Tokenovate is building a platform to trade them on the BSV blockchain.

SirToshi 表示，这种小区块思维是异想天开，本质上限制了 BTC。比特币的全球市场就是一切，如果要在分布式账本上对每个项目或产品进行代币化，则需要遵守与特定行业相关的法规。他举了一个例子来说明事情的规模有多大，他说衍生品的价值高达 1000 亿美元，Tokenovate 正在构建一个平台，在 BSV 区块链上进行衍生品交易。

Picking up on the point about derivatives, Wuckert notes how they can create liquidity and wealth but can also cause problems like the 2008 financial crisis. Bitcoin gives us transparency and audibility that can help prevent such crises in the future. However, there’s a long way to go before we get there.

伍克特在谈到衍生品时指出，它们可以创造流动性和财富，但也可能引发 2008 年金融危机等问题。比特币为我们提供了透明度和可听性，有助于防止未来发生此类危机。然而，距离我们到达那里还有很长的路要走。

Proof-of-stake is a security

权益证明是一种证券

Answering the question of why something like Ethereum can’t serve as the global ledger everyone uses, SirToshi says it’s because the tokens that make proof-of-stake systems work are securities. The system must be economically competitive or end up centrally controlled.

在回答为什么像以太坊这样的东西不能充当每个人都使用的全球分类账的问题时，SirToshi 表示，这是因为使权益证明系统发挥作用的代币是证券。该系统必须具有经济竞争力或最终集中控制。

Wuckert agrees, remembering how early Bitcoiners presumed Satoshi had made the same mistakes as previous attempts at creating electronic cash systems. They didn’t fully understand the economics of Bitcoin until they further read into the competitive nature of distribution and reconciliation.

伍克特对此表示同意，并记得早期的比特币支持者如何推测中本聪犯了与之前创建电子现金系统的尝试相同的错误。在进一步了解分配和对账的竞争本质之前，他们并没有完全理解比特币的经济学。

Delving deeper, Wuckert says Bitcoin differs from proof-of-stake systems in that Bitcoins are discovered after doing provable work rather than created. Satoshi created the system, but he did the work of mining early bitcoins. This is why the process is called mining; it implies working to find something already there rather than creating something new. SirToshi adds that the expenditure of resources and effort is required for something to be considered work.

更深入地研究后，伍克特表示，比特币与权益证明系统的不同之处在于，比特币是在进行可证明的工作后发现的，而不是创建的。中本聪创建了这个系统，但他从事了早期比特币的挖掘工作。这就是为什么这个过程被称为挖矿；它意味着努力寻找已有的东西而不是创造新的东西。 SirToshi 补充道，某些事情需要投入资源和精力才能被视为有效。

Brett Banfe offers another analogy: the football field. In proof-of-stake systems, the field can be tilted in favor of whoever has the most tokens, and as they accumulate more, the field can be tilted even more. Pretty soon, it’s an uneven playing field, and everything will work in favor of the party with the biggest stash of tokens. It’s then impossible to compete.

布雷特·班夫（Brett Banfe）提供了另一个类比：足球场。在权益证明系统中，领域可能会向拥有最多代币的人倾斜，并且随着他们积累更多，领域可能会更加倾斜。很快，这将成为一个不公平的竞争环境，一切都会有利于拥有最多代币的一方。那么就不可能竞争了。

Wuckert points out that securities aren’t bad in and of themselves. They’re fine if they are issued legally on a neutral system. There’s so much dishonesty in the blockchain space about how neutral various systems are, primarily done for legal reasons. This is part of why it was important for Satoshi to stay hidden; Bitcoin builds up provenance as a commodity the longer it is in the wild, and there’s also a statute of limitations for creating something some may try to claim isn’t a commodity in every sense.

伍克特指出，证券本身并不坏。如果它们是在中立系统上合法发行的，那就没问题。区块链领域关于各种系统的中立性存在很多不诚实的情况，主要是出于法律原因。这就是为什么中本聪保持隐藏很重要的部分原因。比特币在野外存在的时间越长，它就越能成为一种商品，而且，创造出一些东西（有些人可能试图声称它在任何意义上都不是商品）也有一个时效。

Trump’s ‘state of crypto’ address

特朗普的“加密状态”演讲

The conversation then turns to U.S. Presidential candidate Donald Trump‘s anticipated ‘State of Crypto’ address. What will he say, and what’s it all about?

然后话题转向美国总统候选人唐纳德·特朗普预期的“加密货币状态”演讲。他会说什么，到底是怎么回事？

Wuckert says Trump isn’t likely to get accurate information on Bitcoin and blockchain technology. He’s so busy and has to consider so many things that he relies on advisors to tell him. Those people will almost certainly be mainstream opinions rather than people with a deep understanding of blockchain and its capabilities.

伍克特表示，特朗普不太可能获得有关比特币和区块链技术的准确信息。他太忙了，必须考虑很多事情，所以他依赖顾问来告诉他。这些人几乎肯定是主流观点，而不是对区块链及其功能有深入了解的人。

Alexander Fauvel says Trump is effectively buying votes. Furthermore, one of the people on his transition team is a lawyer who attested for Tether’s reserves. That’s not a good sign.

亚历山大·福维尔表示，特朗普实际上是在收买选票。此外，他的过渡团队中的一名成员是一名律师，他为 Tether 的储备金提供了证明。这不是一个好兆头。

Crypto Spartacus believes that Trump is merely informing people about what will happen. Banks are building a blockchain-based system in the background with very little public input, and Trump is likely aware of this.

加密货币斯巴达克斯认为，特朗普只是在告诉人们将会发生什么。银行正在后台构建一个基于区块链的系统，几乎没有公众参与，特朗普可能意识到了这一点。

NAR/DAR on the BSV blockchain

BSV 区块链上的 NAR/DAR

Hooligan highlights how many see NAR/DAR as a protocol change, and he wants to know people’s views on this.

Hooligan 强调了有多少人将 NAR/DAR 视为协议变更，他想了解人们对此的看法。

Wuckert responds that the Network Access Rules are conceptually possible on every Bitcoin-style blockchain. All that’s required is for nodes to agree to move coins back to their rightful owner. The only practical limitation is coordination. It’s possible on BTC today, but they’

伍克特回应说，网络访问规则在概念上在每个比特币式区块链上都是可能的。所需要的只是节点同意将代币移回其合法所有者。唯一的实际限制是协调。今天在比特币上这是可能的，但他们’