Bitcoin Audible - 圆桌讨论_007 - 比特币、婴儿与比特币美元 封面

圆桌讨论_007 - 比特币、婴儿与比特币美元

Roundtable_007 - Bitcoin, Babies, and the Bitcoin Dollar

本集简介

比特币玩家喜添新丁、P2P协议、无需第三方介入的比特币价格、挖矿难题与解决方案、稳定币回归比特币、大规模黑客事件、山寨币乱象,以及梨树上的鹧鸪鸟。与几位比特币元老一起回顾二月要闻。 嘉宾链接 Steve Simple Nostr (链接: https://tinyurl.com/3s6a8yn8) Steve Simple X账号 (链接: https://x.com/stevesimple) Bitcoin Mechanic Nostr (链接: https://tinyurl.com/2tm827ut) Bitcoin Mechanic X账号 (链接: https://x.com/GrassFedBitcoin) Jeff Swann Nostr (链接: https://tinyurl.com/3sjc3bcp) Jeff Swann X账号 (链接: https://x.com/agoristview) 主持人链接 Guy Nostr账号 (链接: http://tinyurl.com/2xc96ney) Guy X账号 (链接: https://twitter.com/theguyswann) Guy Instagram账号 (链接: https://www.instagram.com/theguyswann) Guy TikTok账号 (链接: https://www.tiktok.com/@theguyswann) Guy YouTube频道 (链接: https://www.youtube.com/@theguyswann) Bitcoin Audible X账号 (链接: https://twitter.com/BitcoinAudible) The Guy Swann Network Keet广播室 (链接: https://tinyurl.com/3na6v839) 赞助商推荐 Fold:购买、使用和赚取#比特币的最佳方式!借记卡返现、礼品卡、自动购买、零钱累积等功能一应俱全。Fold是真正的比特币玩家银行。使用推荐码bitcoinaudible.com/fold可免费获得20K聪。 准备体验顶级自托管方案? 通过bitcoinaudible.com/jade购买Jade,使用折扣码'GUY'可享9折优惠。 想购买比特币? River安全可靠,专注比特币,支持闪电网络,操作简单。(链接: https://bitcoinaudible.com/river) 比特币游戏! 全球最佳比特币桌游HODLUP!或Free Market Kids其他精彩游戏,结账时使用代码GUY10可享全场9折!(链接: https://www.freemarketkids.com/collections/games-1) 比特币托管多重签名 想进入比特币世界但尚未准备好自托管?托管多重签名可跨机构甚至跨司法管辖区分散信任!详情请见OnRamp。(链接: BitcoinAudible.com/onramp) 教育与家庭教育 学习学校从未教授的真实经济学,向孩子传授真理而非凯恩斯主义式的国家主义谬论。Liberty Classroom正是您寻找的宝贵资源!(链接: BitcoinAudible.com/Liberty)

双语字幕

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Speaker 0

大家好,最近怎么样?

What is up, guys?

Speaker 0

欢迎回到Bitcoin Audible。

Welcome back to Bitcoin Audible.

Speaker 0

我是Guy Swan,你们认识的人中对比特币了解最多的人。

I am Guy Swan, the guy who has read more about Bitcoin than anybody else you know.

Speaker 0

本期节目由Blockstream和Jade Plus硬件钱包赞助播出。

And this show is brought to you by Blockstream and the Jade Plus hardware wallet.

Speaker 0

我有两个相关视频,如果你想看开箱视频或基础设置教程,其中有个TLDR版本适合只想花一分钟快速了解的人。

I have two videos on that if you wanna see the unboxing or the basic setup tutorial, which has a TLDR for anybody who just wants like a one minute rundown.

Speaker 0

当然还有个更详细的九到十分钟的逐步讲解,让你了解每个功能。

And of course, an expanded kind of walk you through it for another nine or ten minutes so that you can know what each element is.

Speaker 0

但如果你还没入手Jade Plus,使用优惠码GUY(g u y)可以享受9折优惠。

But if you have not yet picked up your jade plus, you can get 10% off with code GUY, g u y.

Speaker 0

字母很少,很容易记住。

Very few letters, very easy to remember.

Speaker 0

这是我的名字。

It's my name.

Speaker 0

链接和详情见节目备注,也请关注Synonym。

Link and details in the show notes, and check out Synonym.

Speaker 0

他们不仅开发了BitKit钱包——一款出色的链上及闪电网络非托管钱包,具有主权性、设置简单、用户体验极佳。

So not only have they made the BitKit wallet, which is a fantastic on chain and lightning wallet, non custodial, so it is sovereign, it is easy to set up, is very simple UX.

Speaker 0

他们还在开发大量其他基础软件和协议,用于构建真正可用的点对点互联网,这让我非常兴奋,我认为这为我们构建解决方案提供了巨大潜力。

They are also building tons of other foundational software, protocols for a peer to peer Internet that actually just works, This is something that I am super excited about and I think has a massive potential for us to build solutions on.

Speaker 0

所以去看看吧。

So check them out.

Speaker 0

链接和详情会在节目说明中,如果你想找一个好用的链上和闪电网络钱包,可以下载BitKit钱包。

Links and details will be in the show notes, and download the BitKit wallet if you're looking for a good on chain and Lightning wallet that just works.

Speaker 0

我们又回到了圆桌会议,来总结二月份的情况。

We are back with the round table to wrap up February.

Speaker 0

发生了很多事情,包括我的家庭中多了一个女儿,就在几天前。

A lot has happened including that I have one daughter greater in my family than I did just a few days ago.

Speaker 0

恭喜我自己。

Congratulations to me.

Speaker 0

我们在节目开始前录了一点内容,我大概讲了一些故事,因为我们经历了一次意外的家庭分娩,我会把那段音频分享出来。

We recorded a little bit before we got into the show, and I kinda told some story about it because we had a bit of an unexpected home birth, and I'll be sharing that out to the audio not.

Speaker 0

所以如果你在电报群或关键群里,我会专门为你们剪辑那段内容,这样你们想听的话就能听到那个故事。

So if you're in the telegram or the key group, I'm going to cut that just for you guys so that you can hear that story if you want to.

Speaker 0

但今天我们讨论了很多内容。

But we get into all sorts of stuff today.

Speaker 0

我们谈到了稳定币正在回归比特币,特别是在闪电网络上。

We talk about the fact that stable coins are coming back to Bitcoin and specifically on Lightning.

Speaker 0

这意味着什么?这对比特币有好处吗?

What this means, is this a benefit to Bitcoin?

Speaker 0

还是说这没什么大不了的?

Is it kind of a nothing burger?

Speaker 0

它与流动性和闪电网络有什么关系?

How does it relate to liquidity and the Lightning Network?

Speaker 0

我们讨论了近期发生的所有黑客攻击和盗窃事件,探讨这些事件为何日益频发,以及复杂性为何是可靠性的天敌。

We talk about all the recent hacks and thefts that have happened, how these things are increasingly enabled and why complexity is the enemy of reliability.

Speaker 0

我们探讨了UTX Oracle的一些精彩新更新,以及海洋采矿中一些非常有趣的内容——当我最终完成设置时,其简易程度令人难以置信。这引发了关于去中心化、行业中的权衡与变革、多重签名借贷以及比特币抵押贷款的大量讨论,并探讨这对完全准备金国际货币体系意味着什么。

We talk about some fantastic new updates to UTX Oracle, as well as some really interesting things about ocean mining and my finally setting up and how unbelievably easy it was, which gets us into lots of discussion about decentralization and the trade offs and changes that are happening in the industry, as well as multi sig lending and Bitcoin collateralized loans, and what this means for a fully proof of reserve international monetary system.

Speaker 0

以上这些话题以及更多内容,将在第七次圆桌会议上与比特币机械师史蒂夫、我兄弟杰夫以及我本人共同探讨。

All of this and so much more with Steve, Bitcoin mechanic, my brother Jeff, and myself in roundtable number seven.

Speaker 0

比特币、婴儿与比特币美元。

Bitcoin, babies, and the Bitcoin dollar.

Speaker 0

那么让我们开始吧。

So let's dive in.

Speaker 1

我们要不要开始?

Should we do the thing?

Speaker 0

我们应该开始了。

We should do the thing.

Speaker 0

我们应该开始了。

We should do the thing.

Speaker 0

欢迎。

Welcome.

Speaker 0

欢迎来到第七次圆桌会议。

Welcome to roundtable seven.

Speaker 0

我刚刚第二次当上了二胎爸爸。

I'm a newly second second baby daddy.

Speaker 2

比特币婴儿。

Bitcoin babies.

Speaker 0

比特币宝宝?

Bitcoin babies?

Speaker 0

比特币宝宝?

Bitcoin babies?

Speaker 0

我有个

I got a

Speaker 3

小女儿。

baby girl.

Speaker 0

重大更新。

Major update.

Speaker 0

他们说比特币领域女性不够多。

They say there's not enough say there's not enough women in Bitcoin.

Speaker 0

我正在改变这个现状。

I'm fixing that.

Speaker 0

一次一个宝宝。

One baby at a time.

Speaker 1

你知道我们有所有这些,比如门头沟

You know how we have all these, like, Mt.

Speaker 1

交易所要抛售制造恐慌,或者那些常年流传的说法,比如将有大抛售事件。

Gox is going to sell FUD or, like, you know, we have these perennial things where it's like, there's going to be a big sell event.

Speaker 1

嗯哼。

Mhmm.

Speaker 1

我在想,人们总说通过生育培养更多比特币信徒,但等我们为孩子们预留的比特币在他们20岁时,他们完全不懂也不珍惜,直接抛售怎么办?

I was thinking, you know how people keep talking about making more Bitcoiners by having kids, and then those kids are sort of what happens when all the, like, Bitcoins we put aside for our little kids when they turn 20 and they don't understand or respect it at all and they just sell it?

Speaker 2

哦,不。

Oh, no.

Speaker 2

这会像是,这会像是婴儿潮一样,

It's gonna be like it's gonna be like a a baby boom, like

Speaker 0

婴儿潮。

Baby boom.

Speaker 0

二点零。

Two point o.

Speaker 2

这就是将要发生的吗?

Is that what's gonna be?

Speaker 2

I

Speaker 4

有这个 是的。

have this Yeah.

Speaker 4

顺便说一句,大块头们都是宝宝。

Big guys are baby, by the way.

Speaker 4

潮一代。

Boomer.

Speaker 4

你们能听到我大声说话吗?

Can you guys hear me out loud?

Speaker 0

是的。

Yeah.

Speaker 0

是的。

Yeah.

Speaker 0

是啊。

Yeah.

Speaker 4

我有个理论,说男性版的直升机妈妈就是直升机死爸爸——就是那种死后几十年还想操控遗产怎么花的人。

I have this theory that there's a male version of the helicopter mom, and it's the helicopter dead dad who, like, wants to dictate how his inheritance money is gonna be spent for, like, decades after he's dead.

Speaker 3

直升机列出一系列指令和时间锁。

Helicopter list a set of instructions and a bunch of time locks.

Speaker 0

我绝对要这么做。

I'm totally doing that.

Speaker 0

我要为我的两个孩子都这么做。

I'm doing that for both of my kids.

Speaker 0

你看到你收到了比特币。

You saw you were getting Bitcoin.

Speaker 1

这就是全部

This would be all

Speaker 0

火山。

volcano.

Speaker 0

这个要

This to

Speaker 3

我会到永远。

I'll to infinity.

Speaker 0

天啊。

Oh, man.

Speaker 0

小宝宝几乎占据了我所有的注意力和思绪,但这个月确实发生了很多事。

So so baby has basically taken up all of my focus and thinking, but there has been a lot that has happened this month.

Speaker 0

我只是好奇,你们最近都在忙什么?我是说,我觉得你们应该没人刚生了孩子吧。

And I'm just curious, what have you guys been I mean, I don't think any of you guys had babies.

Speaker 0

虽然对你们来说可能不太相关,不过你们最近在忙些什么呢?

So not super relevant to y'all, but what have y'all been up to?

Speaker 0

在二月份里,你们的世界里都发生了些什么?

What's what's happened in your world in the month of February?

Speaker 0

机械师,要不你先开始?

Mechanic, if you wanna kick us off?

Speaker 1

哦,上次我们聊天时,我还在萨尔瓦多。

Oh, so last time we spoke, I was in El Salvador.

Speaker 1

嗯哼。

Mhmm.

Speaker 1

当时Tether发布了重大公告,说他们将使用Taproot资产在比特币网络上转移美元。

And there was that big announcement from Tether saying they're gonna use Taproot assets to move, you know, dollars around on top of Bitcoin.

Speaker 1

之后出现了大量分析,其实我们在公告发布前就讨论过很多次了。

And there's been a bunch of analysis, and, you know, we even we spoke about it a lot then even though they hadn't made the announcement yet.

Speaker 1

我们确实有所涉及,当时我有点被Tether理论说服了,觉得比特币作为支付网络使用得太少,而作为'黄金2.0'又用得太多,这种失衡状态不可能长期持续。

So we did kinda cover it, And I think I sort of tether pilled myself in then in that time thinking, like, you know, there's just so little use of Bitcoin, the payment network, and so much use of it as Bitcoin, the gold two point o, that has kind of gone out of whack, and you can't have one without the other.

Speaker 1

这我们都知道。

We know that.

Speaker 1

不过在我们上次录制两天后公告就发布了,现在大家都在试图理解这意味着什么。

But, yeah, the announcement followed, like, two days after we recorded last time, and everyone's trying to figure out what it means and stuff.

Speaker 1

就我而言,最终结论是从纯粹的比特币标准来看,这基本上毫无意义。

And to me, I I think, ultimately, my conclusion is it's basic from a raw Bitcoin standard point of view, it's basically a nothing burger.

Speaker 1

我不认为这真的有多大区别,对于只是囤积聪(sats)的人来说,他们只是在能用比特币支付时用比特币买东西——前提是能找到接受比特币的商家,这种情况几乎不存在。

I don't think it really makes that much difference to anything from someone that's just stacking sats and just, you know, using Bitcoin to pay for stuff as Bitcoin as and when they can find a merchant that actually accepts it, which is almost never.

Speaker 1

基本上就是这样。

So basically that.

Speaker 1

除此之外,我参加了一个很棒的会议,Heatpunk会议

And then other than that, I went to an amazing conference, the Heatpunk conference

Speaker 0

之类的。

or something.

Speaker 0

是吗?

Did you?

Speaker 0

是啊。

Yeah.

Speaker 0

我不知道。

I don't know.

Speaker 0

那太疯狂了。

That was crazy.

Speaker 0

那次会议上,我当时就想,我要生个孩子。

That one, but I was like, I'm gonna have a baby.

Speaker 0

这是最棒的事。

It's the best thing.

Speaker 1

老兄,这类活动是我最喜欢的,因为通常只有100人左右参加,而且他们都是最棒的比特币玩家。

Man, those those are those are my favorite kinds of events because there's only ever, like, a 100 people at them, and they're all just the best Bitcoiners ever.

Speaker 1

这完全不同于2025年拉斯维加斯比特币大会那种场合——那里会有9万人参加,全是些山寨币玩家,你知道的,那种氛围既糟糕又令人沮丧。

It's the complete opposite of, like, Bitcoin twenty twenty five in Vegas or whatever where it's just gonna be 90,000 people that are all just, like, complete shitcoiners and just, you know, and that's just awful and depressing.

Speaker 1

所以这是相反的。

So it's the opposite.

Speaker 1

你无法忍受那些大公司主导的比特币领域,还有这些政客的介入。

You can't stand to the, like, large corporate Bitcoin space with all these politicians getting involved.

Speaker 1

相反类型的会议确实存在,那种规模可能只有百来人。

The opposite kind of conference exists, and it's one way you just have, like, a 100 people.

Speaker 1

大家基本都互相认识,每个人都站在领域的最前沿。

And everyone kinda knows everyone else, and everyone is just at the front of what it is.

Speaker 1

所以这次只是...你当时在挖矿现场吗?

So this one was just Were you at the mining.

Speaker 2

你去过我们在恩塞纳达举办的比特币标准播客墨西哥年会吗?就是第一年那次。

Were you at the Bitcoin Standard Podcast in Mexico in Ensenada the first the year we went?

Speaker 1

我想是的。

I think so.

Speaker 1

我的意思是,我去过。

I mean, I've been to it.

Speaker 1

我不...我...

I don't I.

Speaker 1

对。

Yeah.

Speaker 1

2021年是我去的那年。

2021 was the year I went.

Speaker 1

没错。

Yeah.

Speaker 2

是啊。

Yeah.

Speaker 2

是啊。

Yeah.

Speaker 2

那次我们玩得真尽兴。

That we that was a blast.

Speaker 0

我们当时怎么没多聚聚呢?

How did we not hang out that much then?

Speaker 2

我有点内疚,因为我觉得他可能在那次活动上亏钱了。

I I kind of felt bad because I feel like he didn't make I feel like he lost money on that event.

Speaker 2

确实亏了。

He did.

Speaker 2

是啊。

Yeah.

Speaker 2

他肯定亏了。

He for sure

Speaker 0

确实。

did.

Speaker 0

是啊。

Yeah.

Speaker 2

是啊。

Yeah.

Speaker 2

但那次真的玩得太开心了。

But but it was so much fun.

Speaker 2

是的。

Yeah.

Speaker 2

因为基本上就是那些发言者在互相交谈。

Because it just it was basically just the speakers there talking to each other.

Speaker 1

是的。

Yeah.

Speaker 1

基本上就是,好吧。

It was basically like, okay.

Speaker 1

你上台一会儿。

You go on stage for a bit.

Speaker 1

好的。

Alright.

Speaker 1

现在我要

Now I'll

Speaker 0

上台

go on stage for

Speaker 1

一会儿。

a bit.

Speaker 1

然后我们中一个人拿着麦克风对着另一个比特币说话。

And then we just one of us has the mic to talk at the other Bitcoin.

Speaker 3

对。

Yes.

Speaker 3

是的。

Yeah.

Speaker 3

当时我们就是在观众中进进出出。

It was it was we just swapped in and out of the audience.

Speaker 3

是啊。

Yeah.

Speaker 3

我当时就在那儿看着其他人,有那么一次,我们就是很随意,现场真的很混乱。

I was just there watching other people, and there was, like, one time when, like, we were just casually it was really unorganized.

Speaker 2

没错。

Yeah.

Speaker 2

老兄,他一点条理都没有。

He dude, he's not organized.

Speaker 3

重点是,当时我们临时从观众中拉了一组人上台凑了个小组讨论,因为中间有空档,我们什么都没准备。

Point that there was, like, this this we just made this makeshift panel from the group of speakers in the audience to just get up on stage because there was like a gap and we had nothing set up or something.

Speaker 2

我本来应该去的。

I was supposed to go.

Speaker 2

蒙特利尔这里本该有个比特币活动,我本该已经回家了,但我搞错了航班,所以还在这儿。

There was supposed to be some sort of Bitcoin event here in Montreal, which I was supposed to be back home now, I messed up my flight and so I'm here.

Speaker 2

我多待了一周。

I was here for an extra week.

Speaker 2

但我本来是要参加这里的一个比特币活动,结果他们推迟到六月,还改了名字。

But I was supposed to be go to this Bitcoin event here and they postponed it until June and they changed the name.

Speaker 2

我觉得他们甚至不是...他们可能是想吸引更多普通人吧。

It's not even like they're I think they're trying to get more normies or something.

Speaker 2

他们把名字改成了某种金融相关的名称。

And they changed it to some sort of like kind of financial name.

Speaker 2

我想这还是由Bull Bitcoin和其他一些人赞助的,但我不觉得这有点可悲。

It's still I think it's sponsored by Bull Bitcoin and some other people, but I don't It's kinda sad.

Speaker 2

是啊。

Yeah.

Speaker 2

我本来想去,但这里的天气也很糟糕。

I wanted to go, but the weather's been terrible here too.

Speaker 2

可能不是。

It's probably not.

Speaker 0

你提到Tethr回归比特币这件事很有趣,因为这是我们的一条重大新闻。

It's interesting you brought up the whole Tethr on coming back to Bitcoin thing just because that is one of our big news items.

Speaker 0

我认为这并非毫无意义,原因有二。

I don't think it's totally a nothing burger for two reasons.

Speaker 0

一是对比特币来说,它作为时间戳和所有权系统是一个积极的应用。

One is just generally for Bitcoin is it is a positive use as Bitcoin for a timestamp and ownership system.

Speaker 0

我认为这至少与讨论比特币如何使用相关。

And I think that's at least relevant to the discussion of, like, how Bitcoin is used.

Speaker 0

有点像我们之前讨论的内容,是的。

Kind of in the vein of what we talked about yes.

Speaker 0

就是那个

It that's the

Speaker 2

另一件事是

other thing is that

Speaker 0

它将极大地促进闪电网络上的流动性和资金转移。

it will it will benefit the liquidity and movement over lightning really, really well.

Speaker 0

因为这意味着我通过闪电网络自动完成美元支付,无需任何操作,终端会自动兑换。

Because it will mean that I'm fulfilling dollar based payments through my lightning channels without having to do anything because it's an auto swap at the ends.

Speaker 0

所有现有流动性实际上都在使用比特币作为费用支付的结算工具,我一直认为这直观上是首选的构建方式。

So all of the liquidity that is already there, it's literally using Bitcoin as a settlement instrument for fee up payments, which I have always thought was intuitively the first way it would get built out.

Speaker 0

它将开始精确运作。

It would start to Exactly.

Speaker 0

这个

The

Speaker 2

这个 这个

the the

Speaker 0

薯片或花生理论,无论你

potato chip or peanuts thesis, whatever You're

Speaker 2

对花生过敏,但你需要精确匹配。

allergic to peanuts, but you want Exactly.

Speaker 2

完全正确。

Exactly.

Speaker 0

就是这样。

It's that.

Speaker 0

我常喜欢用互联网作类比:你祖母仍坚持使用模拟电话,却在多年间不知不觉用上了互联网——因为她过去通过银行缩微处理的信用卡支付、支票等业务都转到了网上。

And then it's also The analogy I always like to use was the Internet was that your grandmother who still insists on using your analog phone started using the Internet for years without realizing it because her credit card payment that used to shrink to the bank and her checks and all of that started happening over the Internet.

Speaker 0

然后她的模拟电话信号传到本地枢纽,转换成数据包发往加州,在另一端重新转换。

Then her analog phone went to a local hub that converted into packets and went to California, then reconverted at the other end.

Speaker 0

她仍在使用有线电话,但99%的通讯已不再是模拟信号了。

She's still using a corded phone, but 99% of that communication is not analog anymore.

Speaker 0

是的。

Yeah.

Speaker 1

我认同Pete Rizzo的观点,但这是真心实意的。

It's Pete I agree with it's Pete Rizzo's argument, but genuine.

Speaker 1

这个观点是说,如果你用JPEG、NFT之类的比特币相关骗局欺骗人们,他们虽然会上当,但之后反而会成为比特币的信徒。

It's the argument that if if you scam people with JPEGs and NFTs and stuff on Bitcoin, they will get scammed, but then they'll become Bitcoiners after that.

Speaker 1

就是这个论点,但确实是真诚的。

It's it's that argument, but actually genuine.

Speaker 1

比如,人们会使用Tether

Like, people are gonna use Tether

Speaker 2

某种程度上。

in a way.

Speaker 2

美元。

The dollar.

Speaker 0

对。

Yeah.

Speaker 0

没错。

Yeah.

Speaker 1

然后他们就会留下来。

Like, and then they'll stay.

Speaker 0

是的。

Yeah.

Speaker 0

另一个我认为很重要的原因,主要是从投资角度看,这又给了山寨币一记重击——你根本不需要其他区块链和那些垃圾代币,因为说什么'必须用稳定币,而比特币上做不了稳定币'完全是无稽之谈。

Then the other reason I think it's significant is largely a investment perspective one is that it really it's another huge nail in the coffin of shitcoins that you need some other blockchain and some other bullshit token in order because oh, well, because you've got to do stablecoins and you can't do stablecoins on Bitcoin.

Speaker 0

我当时就想,嗯,对,你可以的。

And I was like, well, yeah, you can.

Speaker 0

就像是,可以把它们批量处理到Taproot树里,这样就没关系了。

And it's like, can batch them in a taproot tree so that it doesn't matter.

Speaker 0

你可以在单笔交易中处理数十万、数百万的交易和单位,然后因为Taproot的工作原理,可以从一个UTXO到下一个进行数十万乃至数百万的交易。

You can issue hundreds of thousands, millions of transactions and units inside of a single transaction and then do hundreds of thousands and millions of transactions from one UTXO to the next because of how taproot works.

Speaker 0

这基本上证明了任何真正有用的东西都会回归比特币,利用比特币提供的结算功能。

And it basically just proves that anything that actually becomes useful will migrate back to Bitcoin for whatever utility that Bitcoin for for the settlement utility that Bitcoin can provide.

Speaker 1

我会说这有点反常地刻薄,但某种程度上

I'll say something like that's like uncharacteristically bitchy, but there's kind of

Speaker 0

反常地像你不是吗?

uncharacteristically like you don't?

Speaker 1

嗯,我觉得这确实有点不符合性格。

Well, I feel like this is a little out of character genuinely.

Speaker 1

LND的临时资产是LND的东西,而且

LND is what LND's temporary assets is an LND thing and.

Speaker 1

确实如此。

That's true.

Speaker 0

比如,

Like,

Speaker 1

我见过太多因闪电实验室导致的热修复和灾难,简直离谱。

I've seen just the amount of hot fixes and disasters I've seen happen as a result of Lightning Labs is just is is beyond the pale.

Speaker 1

对吧?

Right?

Speaker 1

就像,我觉得这简直是垃圾币级别,像Solana那样频繁宕机和崩溃的程度。

Like, I it you it's it's shitcoin level, like Solana level of how often does this thing go down and break.

Speaker 1

对这个用例来说其实无所谓。

And that doesn't really matter for this use case.

Speaker 1

对吧?

Right?

Speaker 1

因为它只是中间件。

Because it's just middleware.

Speaker 1

就像,无论Tether最终落在哪里都无所谓,这才是关键。

Like, wherever the Tether end up is where they are, and that's kind of all that matters.

Speaker 1

对吧?

Right?

Speaker 1

这就是为什么他们能长期使用像以太坊和波场这样有问题的链,因为根本不重要。

Like, that's why they've been able to use broken things like Ethereum and Tron for ages because it doesn't really matter.

Speaker 1

就算那些网络挂了也无所谓。

If those networks die, doesn't matter.

Speaker 1

我们依然知道它们在哪 它们会跳转

We still know where they're They bounce

Speaker 0

从一个链到另一个链。

from one to the next.

Speaker 0

整个过程完全随机。

It's been so completely arbitrary.

Speaker 0

我认为这会强化分离趋势,因为这个市场周期持续四五个月,随着比特币涨到10万美元,其市值已与加密市场脱钩。

I think it will reinforce the separation because this market cycle lasts four or five months with the run to 100,000, market cap of Bitcoin has divorced from crypto.

Speaker 0

我认为这将加速并延续这一趋势。

And I think this is going to accelerate and continue that trend.

Speaker 0

随着模因币领域的稀释,一个接一个的两周骗局层出不穷,这些东西的寿命已经缩短到几乎只剩几天时间。

Then with the dilution of the meme coin space and, like, one blowed up two weeks scam after the next, to the point, like, the longevity of these things has shrunk so I mean, like, just chopped down to nothing like days, days from

Speaker 2

交易所是什么情况?

what's what's the exchange?

Speaker 0

刚刚被黑了。

Just got hacked.

Speaker 1

你知道吗?

You know?

Speaker 1

Bybit?

Bybit?

Speaker 0

是的。

Yes.

Speaker 0

我们其实有一堆黑客事件要讨论,马上就会提到。

We actually have a bunch of hacks to talk about, so we'll bring that up in just a second.

Speaker 0

不过如果你想的话...

But if you want to.

Speaker 2

我想说的是,既然这是通过以太坊智能合约之类的发生的,这是否印证了比特币支持者一直强调的观点——攻击面和所有这些因素都极其重要。

What I was going to say is that does that does like, since it was through Ethereum smart contract or whatever, in this kind of, like, proof that what the Bitcoiners have been saying, surface attack attack surface and and all that is, like It matters a massively important.

Speaker 2

确实。

And yeah.

Speaker 2

然后当然,他们还在讨论要回滚交易。

Then, And of course, they're gonna like, they were talking about reversing things.

Speaker 2

那件事真的发生了吗?

Did that did that happen?

Speaker 2

还是说

Or is that

Speaker 0

我不知道。

I don't know.

Speaker 0

就像现在,以太坊基金会正在讨论这个问题,因为涉及到朝鲜

Like, right now, the Ethereum Foundation is debating it because it's, like, North Korea

Speaker 2

能成为辩论话题本身就证明这些都是胡扯。

The fact that it's a debate is pretty much a proof that, like, it's that all bullshit.

Speaker 0

反正都是权益证明机制。

It's all proof of stake anyway.

Speaker 0

他们完全可以随意操作。

They can just arbitrarily do it.

Speaker 0

又不需要像工作量证明那样花十天半月挖矿,还得动员大批人力。

It's not like they have to mine for ten days or something like that and get a ton of organization.

Speaker 1

你能给我总结下工作量证明和权益证明的区别吗?

You sum up for me the difference between proof of work and proof of stake?

Speaker 1

因为这方面我有些猜想。

Because I have some conjecture to offer in that regard.

Speaker 0

好的。

Okay.

Speaker 0

呃,不是说你不知道,主要是为普通观众解释一下

Like, don't not as if you don't know it, but just for the general audience kind

Speaker 1

之类的事情。

of thing.

Speaker 1

我对这事有个看法,但感觉...其实不是。

I have, like, a perspective on this, and I just feel like Well, no.

Speaker 1

这不是个陷阱。

It's not a trap.

Speaker 1

我只是在想,我是不是在用一种让我的观点听起来很好但实际上并不好的方式来定义它?

I just feel like am I defining it in a way that makes my point sound good when it isn't really good?

Speaker 1

所以我在问,你觉得它是什么?

So I'm asking for, like, am I like, what do you think it is?

Speaker 1

然后我会问你我的后续问题

And then I'll ask you my follow-up

Speaker 3

问题。

question.

Speaker 2

本质上这只是被指定为有足够决策权的人达成的政治共识。

It's essentially just political consensus of the the people that are designated as having enough to to be the ones making the decision.

Speaker 2

对吧?

Right?

Speaker 0

这就是为什么他们还得绕那么多弯子搞二级验证,比如'你得先这样那样做',因为私钥哪儿也去不了。

And it's why they also have to go through so many hoops to have secondary and like, oh, you have to do this and this because the keys don't go anywhere.

Speaker 0

如果我今天拥有80%的以太坊,十分钟后全部换成比特币,我仍然掌握着80%以太坊的私钥。

If I own 80% of Ethereum today and then in ten minutes, I sell it all for Bitcoin, I still have the keys to 80% of Ethereum.

Speaker 0

那不过是两个区块之前的事。

It's just two blocks in the past.

Speaker 0

所以你可以拥有这些,我记不清他们怎么称呼它了。

So you can have this these, I can't remember what they call it.

Speaker 0

它不像死键,但类似那种东西。

It's not like dead keys, but it's something like that.

Speaker 0

这些老旧的密钥攻击方式,即使你已不再持有任何权益,仍能利用这些密钥创建一条完全独立的区块链,本质上就是在进行双花攻击。

These these old key attacks where you don't even have any stake anymore, but you could still make a totally alternative blockchain using those keys in which Essentially a double spend in.

Speaker 0

对。

Yeah.

Speaker 0

本质上就是双花攻击。

It's essentially a double spend.

Speaker 0

这就是为什么他们设置检查点——通过可信检查点声明'这是官方链',从而无法回滚超过该点。

So that's why they have checkpoints is so that you have trusted checkpoints that say, well, this is the official, so you can't roll back past this.

Speaker 0

也因此需要这些信任层级,以及表面上的去中心化包装。

And it's why you have, like, these layers of trust and, like, pretend decentralization on top of it.

Speaker 0

但本质上,你持有的以太坊数量决定了你对以太坊历史或权益证明币历史的解释权。

But it is essentially the amount of Ethereum you own is what allows you to determine what the history of the what the history of Ethereum is or the history of your proof of stake coin.

Speaker 0

凭借10%的权益份额,你就能获得签名权。

You are the one that gets to sign based on your 10% stake.

Speaker 0

这是下一个区块,然后通过随机机制决定由你还是他人获得,这迫使他们不得不采用另一种临时补救方案。

This is the next block, and then you have a randomized thing that determines whether or not it's you that gets it or somebody else, which causes them to have to do another kind of, like, duct tape band aided thing.

Speaker 0

因为若能伪造随机性,就能通过暴力重复计算使结果有利,实际上又变回了工作量证明机制。

Because if you can fake the randomization, you can actually turn it back into proof of work by brute forcing the randomization until the random is in your favor by doing it over and over again.

Speaker 0

最终形成这种后门——甚至非公开的工作量证明机制,让你10%的权益在网络中表现出30%的效果,这套'精妙'的权益证明系统在创建过程中始终存在这类问题。

And then you have this backdoor, like, not even public proof of work that's going on that makes your 10% behave like 30% on the network, which was like a problem during a whole course of the the creating of this brilliant proof of stake system that they have.

Speaker 0

这就像是,嗯,你如何防止它再次变成工作量证明?

It's like, well, how do you mitigate it turning into proof of work again?

Speaker 0

所以,是的,就是一堆这样的麻烦事。

So, yeah, it's a bunch of mess like that.

Speaker 0

但总体思路是,你拥有的越多,你版本的历史被接受的可能性就越高。

But the the general idea is that the more you own, the higher likelihood that your version of history is accepted.

Speaker 0

然后你需要大多数密钥持有者同意才能更改它。

And then you have to have the majority of the keys agree to change it.

Speaker 0

但这意味着如果你拥有60%的密钥,并且有一个受信任的签名者在签署检查点,你就可以直接回退五天,重新签名,重新签署检查点,然后重新发布,比如重新广播,所有人都必须接受。

But that means that if you have 60% of the keys and you have a trusted signer who's signing checkpoints, you can just jump back five days, resign it, resign the checkpoints, and republish it, like, rebroadcast and everybody has to accept it.

Speaker 0

而在工作量证明的情况下,如果你不喜欢,节点只关心工作量证明。

Whereas in the case of proof of work, is that if you don't like, the nodes just care about the proof of work.

Speaker 0

就像,他们不在乎其他任何东西。

Like, they don't they don't care about anything else.

Speaker 0

所以检查点,你知道,随便啦,就像,去他的,你知道,争取最多的工作量证明。

So checkpoints, you know, whatever, like, suck a dick, you know, get the most proof of work.

Speaker 1

让我让我跳到我想说的重点,我甚至想说的是,有一个伴随权益证明的理论,那就是为什么一个拥有所有这些东西的人会做任何可能损害他们持有价值的事情?

Let me let me jump forward to what I'm trying to what what I'm even trying to say with all this is there's a theory that accompanies proof of stake, which is why would someone that owns all that stuff do anything that would ever undermine the value of what it is they're holding?

Speaker 1

这包括回滚和类似性质的事情,然后他们去看看我们通过不必做工作量证明而节省的所有能源。

And that includes rollbacks and things of that nature, and then they go and look at all the energy we save by not having to do proof of work.

Speaker 1

对吧?

Right?

Speaker 1

嗯。

Mhmm.

Speaker 1

这就是哲学层面的论点。

And that's the philosophical argument.

Speaker 1

对吧?

Right?

Speaker 1

不论你是否认同,一个持有95%以太坊的人为何要做让以太坊贬值的事?

Whether you agree with it or not, why would someone that owns 95% of Ethereum do something that makes Ethereum worthless?

Speaker 1

当然,这种想法很天真。

And, of course, like, that's naive.

Speaker 1

对吧?

Right?

Speaker 1

因为如果你拥有95%的以太坊,你在世界舞台上就会非常显眼,肯定会有人拿枪指着你的头——我们都知道这个道理。

Because if you own 95% of Ethereum, you're you're very visible on the world stage, and someone's gonna come and hold a gun to your head, and we know that.

Speaker 1

但假设这种情况根本不可能发生。

But let's say that wasn't even possible.

Speaker 1

这就是论点的核心。

There's the argument.

Speaker 1

对吧?

Right?

Speaker 1

为什么大股东要破坏自己持有大量股份的东西?

Why would a big stakeholder undermine the thing in which they own a large stake of?

Speaker 1

我注意到这种思维正作为一种应对机制渗入比特币生态——那些大型矿工虽不持有大量比特币,但仍能通过控制生态链某个环节产生同等影响力。

And I'm saying, I've noticed it creep in as a a coping mechanism into the Bitcoin ecosystem where you have these giant miners who are not it's not that a giant miner owns a lot of Bitcoin, but they still are they still have this, influence over one element of the ecosystem, which amounts to the same thing.

Speaker 1

所以如果你拥有40%算力或负责40%模板生成,所有人的反应要么是担忧,但从工作量证明角度看当前场景,你需要数千个区块才能真正确认交易。

So if you're 40% of the hash rate or you're responsible for creating 40% of the templates, everyone's response, either they're worried about it, but the proof of work perspective on the current scenario says you need thousands of blocks to be actually sure that you have confirmation.

Speaker 1

这是工作量证明。

That's proof of work.

Speaker 1

但大家的现状是,好吧,我进入了最后一个区块,只要不被孤立,就不是问题。

But everyone's current situation is, well, I got in the last block, and no one's unless that gets orphaned, it's not a problem.

Speaker 1

好的。

Okay.

Speaker 1

我们刚刚发现另一个区块建立在它上面。

We just found another block building on top of it.

Speaker 1

现在我已经深入两个区块了。

Now I'm two blocks deep.

Speaker 1

我相信它。

I trust it.

Speaker 1

它不会被重写。

It's not gonna get rewritten.

Speaker 1

你能做出这个假设的原因是权益证明的论点。

And the reason you can make that assumption is a proof of stake argument.

Speaker 1

你是说Foundry或Bitmain为什么要破坏他们运营的网络?

You're saying why would Foundry or Bitmain for that matter, why would they undermine the very network on which they operate?

Speaker 1

对我来说,这完全是同样的论点。

And it's to me, it's just the exact same argument.

Speaker 0

我认为并不完全相同,因为没有成本。

I'd say it's not exactly the same because there's no cost.

Speaker 0

破坏它以及人们认为它在权益证明中失去价值的看法是唯一的成本。

The undermining it and the perception that it's lost its value in proof of stake is the only cost.

Speaker 0

另一项成本

The other cost

Speaker 2

试图破坏证明无需付出代价

There's no cost trying to undermine the proof of

Speaker 0

矿工仍需重新计算区块以构建一条有效的新链

the The miner still has to redo the blocks in order to make a new valid chain.

Speaker 0

所以答案是肯定的

So it's yes.

Speaker 0

你必须消耗电力

You have to spending electricity.

Speaker 0

希望他们不会因为区块明显被破坏而尝试攻击

Hoping that they don't try because of the apparent undermining of the blocks.

Speaker 0

但如果他们真的尝试,仍需付出极其漫长而艰苦的努力才能成功

But if they do try, they still have to work really, really hard for a really, really long time to succeed.

Speaker 0

部分矿工的背叛可能会引发巨大问题,并导致成本呈指数级增长

And a subset of miners that, you know, defect from this could cause a huge, huge problem and a staggering increase in that cost.

Speaker 0

即便只有48%的算力,也很容易失控——这取决于他们试图篡改的链深度

If even if it's just 48% because it's really it could very easily get out of hand depending on how deep into the chain they're trying to go.

Speaker 0

这还只是表面现象

And it's literally the surface.

Speaker 0

当网络51%算力开始攻击时,他们或许对最新区块有稍高的重组概率

You know, 51% of of the network when they start is, like, yeah, maybe the last block, they have a slightly higher chance of re catching that one before the next one.

Speaker 0

但若要篡改10个区块深度的交易,就必须连续多次获得概率青睐——要知道区块生成间隔是1到2分钟

But if you're 10 blocks deep, like, it has to really kinda work in your favor a lot over and over again, which probability like, we've we know what you know, there's one minute and two minute blocks.

Speaker 0

我们有一个月都没找到一个区块。

There's we don't find a block for a month.

Speaker 0

我们一个月能找到10个区块。

We find 10 blocks in a month.

Speaker 0

你知道吗?

You know?

Speaker 0

就像这样,它可能会与答案非常、非常痛苦地联系在一起

Like like, it could go with answer really, really painfully

Speaker 4

是啊。

Yeah.

Speaker 0

与此同时。

At the same time.

Speaker 0

所以部分来说,这是真的。

So partially, it's true.

Speaker 0

部分来说,我

Partially I

Speaker 1

确实认为根据你所说的这样做不切实际,因为他们所做的工作量证明部分无论如何都依然存在。

do think it's impractical to do it based on what you're saying because the proof of work component of of what they're doing remains regardless.

Speaker 1

而且我觉得你在这点上完全正确。

And I I think you're completely right about that.

Speaker 0

是啊。

Yeah.

Speaker 1

但我不认为有人从这个角度看待它。

But I don't think anyone has that perspective on it.

Speaker 1

我不认为这总是关于他们为何要尝试的问题。

I don't think it's always a case of why would they even try.

Speaker 3

不。

No.

Speaker 3

我完全同意。

I I totally agree.

Speaker 3

很多

A lot of

Speaker 0

很多人不太理解这个论点。

people don't quite get the argument.

Speaker 0

你知道吗?

You know?

Speaker 0

我...或者说至少,一般来说,很多人不理解很多原因。

I've I've or at least, generally speaking, a lot of people don't get a lot of the reasons.

Speaker 1

是啊。

Yeah.

展开剩余字幕(还有 480 条)
Speaker 1

这...我想我只是在说这是个心态问题。

It's I I guess I'm just I'm I'm saying it's a mentality thing.

Speaker 1

如果你在问为什么比特大陆会做XYZ,当他们突然有能力这么做,只是因为他们掌握了那么多工作量证明。

If you're ever saying why would Bitmain do x y zed if they were suddenly in a position to be able to do it just because they have that much proof of work under their belt.

Speaker 1

就像,如果有人超过51%算力,工作量证明也救不了你。

Like, proof of work doesn't doesn't save you if someone's above 51%.

Speaker 1

这其实是比特币的一部分,而且不一定要达到51%才危险。

Like, that is part of Bitcoin's, and it doesn't need to be 51%.

Speaker 1

但撇开那些技术细节不谈,众所周知,如果某个参与者掌握了过多的哈希算力,工作量证明机制就无法保护你,因为他们可以为所欲为。

But ignoring that, sort of technicality, Everyone knows that proof of work doesn't save you if one actor has too much of the hash rate because they can do whatever they like.

Speaker 1

但是,没错,他们仍需证明其工作量,只不过这种证明对他们而言已不再构成障碍,仅此而已。

But, yes, they still need to prove their work, but the their proof of work is no longer prohibitive to just I don't know.

Speaker 1

事情不会凭空运转——他们必须完成你期望他们做的工作。

It doesn't all magically tie they need to do the the work you want them to do.

Speaker 1

对吧?

Right?

Speaker 1

嗯。

Mhmm.

Speaker 1

比如,你可以证明自己以恶意方式完成了工作量,网络仍会接受,因为这确实是有效的工作量。

Like, you can prove you've done work in a malicious capacity, and it will be accepted by the network because it's valid work.

Speaker 1

但关键在于你必须与其他做同样事情的人竞争,而这种竞争必须真实存在。

But the point is you need to be competing with other people doing the same thing, and that that competition genuinely needs to exist.

Speaker 1

如果竞争不存在,工作量证明虽然仍在,但已失去意义,因为它变成了基于信任的机制。

If it doesn't, then the the proof of work remains, but it doesn't serve any purpose at that point because it's it becomes trust based.

Speaker 1

这就好比铸造厂变成资金池——他们尚未被逼到需要采取极端手段的境地。

It becomes foundry are just fund they haven't been put in a position where they need to do something nuclear.

Speaker 1

比如我在想,当朝鲜抛售所有以太坊换取比特币时会发生什么?我们明明能看清链上所有交易记录。

Like, I was thinking, what happens when North Korea dumps all their Ethereum for Bitcoin, and we know exactly what the transactions are on the chain.

Speaker 1

到某个临界点时,舆论风向就会从'比特币是中立货币'的纯粹意识形态,转向质问'你为何仇视美国?'

At what like, at some point, the narrative is going to flip away from pure ideological Bitcoin neutral money to why do you hate America?

Speaker 1

你究竟为何要把一堆交易塞进区块链铸造厂?还有那些北美上市矿业公司——它们本就无处可去,现在却要与之捆绑?

Why would you possibly want to include a bunch of transactions in the blockchain foundry and every North American publicly traded company mining company that's with them that can't go anywhere else anyway?

Speaker 1

字面意思就是不要把这些交易包含在区块里,也不要在包含这些交易的区块上继续构建。

Literally, don't include these transactions in blocks, and don't build on top of blocks that do.

Speaker 1

这这这不能算51%攻击,因为他们还没完全掌控,但已经接近40%了。

And that's that's a that's not a 51% attack because they don't quite have it, but they're about 40%.

Speaker 1

反对这个观点的人认为,实际上在行业内实施的话,我觉得那些对战略储备之类特别热衷的人反而会欢迎这种做法。

And the argument against that being, you know, actually carried out in the space, I think all the people that are all excited about the strategic reserve and all that would only welcome it.

Speaker 1

我不觉得他们会对此有什么意见。

I don't think they'd have any problem with it.

Speaker 1

而且反对这个观点在修辞上实在太难了——难道你恨美国吗?

And and and the argument against it is just so difficult rhetorically, which is why do you hate America?

Speaker 1

你为什么要支持那个邪恶国家朝鲜?

Why do you want, you know, this evil country, North Korea?

Speaker 1

你为什么要允许这种事情发生?

Why do you want to permit that?

Speaker 1

你为什么要挖包含他们活动的区块?

Why do you wanna mine blocks that have their activity in it?

Speaker 1

你知道这都是,你知道的,都是盗窃行为。

You know it's all, you know, it's all theft.

Speaker 1

这都是坏事。

It's all bad.

Speaker 1

这都是在为一个不可否认的残暴外国独裁政权服务,从意识形态角度根本无法向普通美国人解释清楚。

It's all serving a foreign dictatorship that's undeniably cruel, and it's that's impossible to argue from an ideological standpoint to your normie American.

Speaker 1

现在所有人都被特朗普牵着鼻子走,一旦这种说法形成气候,等比特币用户里普通民众足够多时,再用十多年前催生这场运动的老派密码朋克理念来反驳就非常困难了。

Like and everyone is so far up Trump's butthole at the moment that just you know, if that if that became a narrative, once you just have enough normies in Bitcoin, it becomes just really hard to push back against with this ancient cypherpunk thing that spawned the movement over a decade ago.

Speaker 1

那些人只是被淹没了。

Those people are just drowned out.

Speaker 1

所以这基本上成了我对此的担忧。

So that became basically my concern with it.

Speaker 0

我认为差异在于,从社会层面来看你是对的。

I think the difference because you're right from a social layer standpoint.

Speaker 0

但区别在于,时间拖得越久——看看以太坊基金会花了多久才做出这个决定,因为即使在不太关心这个因素的群体中,这也是个有争议的问题。

But the difference is that the longer it's Look how long it's taking the Ethereum Foundation to make a decision on this because it's contentious even in a group that doesn't really care about that element.

Speaker 0

比如整个设计

Like, the whole design

Speaker 2

的。

of it.

Speaker 2

你有大约20个人来做这个决定。

You got like 20 to make that decision.

Speaker 0

而在比特币中,每过一个小时,实际执行就会变得指数级困难。

Whereas in Bitcoin, every hour that goes by, it gets exponentially more difficult to actually pull it off.

Speaker 0

所以存在争议的事实意味着时间因素对密码朋克非常有利,而运行节点的,你知道,最终会胜出。

So the fact that it is it is contentious means that the time factor weighs heavily in in the cypherpunk favor, and the node running, you know, wins the game.

Speaker 0

这非常类似于整个区块大小战争的情况,节点可以无限期等待,矿工必须立即行动,而山寨币必须立刻获胜。

And it's very much this it's similar to the whole block size war conditions where nodes can wait as long as they want, miners have to act now, and the the shitcoin has to win now.

Speaker 0

或者山寨币分叉每多一天没有获胜,他们的成本就越来越高,对其运营造成的社会价值收入损失也越来越大。

Or every day that goes by that the shitcoin fork isn't winning, the more and more it costs them and the greater the damage and social value income cost is to their operation.

Speaker 2

独立密码朋克矿工正在那个将会获胜的分叉上做出的选择。

That the independent cypherpunk miners are making on the the fork that's gonna win.

Speaker 0

是的。

Yeah.

Speaker 0

通过我对此事的实际确信。

By being my actually being convicted about it.

Speaker 0

是的。

Yeah.

Speaker 0

是的。

Yeah.

Speaker 0

再次强调,我很好奇史蒂夫的看法。

And the more it again, I'm curious Steve's take.

Speaker 4

哦,不。

Oh, no.

Speaker 4

其实我本来想问个问题的。

I was I was gonna ask a question, actually.

Speaker 4

我能先说说我对矿池分类及机制的大致理解吗?请告诉我是否正确?

Can I can I just tell you my general understanding of this, like, mining pool breakdown and mechanic tell me if this is right?

Speaker 4

显然Foundry拥有大量算力,接近40%左右。

So Foundry obviously has, like, a ton of hash rate, almost 40 or whatever.

Speaker 4

然后还有Ant Pool和ViaBTC,它们声称是不同的矿池,但实际上共享相同的区块模板和可能的分发机制。

And then you have, like, Ant Pool and ViaBTC, which claim to be different pools, but really are sharing, like, the same block templates and maybe payout mechanism.

Speaker 4

但Foundry和Mara总部在美国。

But Foundry and Mara are US based.

Speaker 4

它们是否与Ample和ViaBTC共享区块模板信息?

And do they are they sharing block template stuff with Ample and via BTC?

Speaker 4

或者说看起来有两个问题。

Or so it seems like there's two concerns.

Speaker 4

对吧?

Right?

Speaker 4

一个是Foundry规模太大,另一个是太多人在共享Ample的区块模板。

One is that Foundry is too big, and the other one is that too many people are sharing Ample's block template.

Speaker 4

是这样吗?

Is that right?

Speaker 1

是的。

Yeah.

Speaker 1

主要担忧在于,许多小型替代矿池占据了分散化挖矿市场的大部分份额,但实际上它们背后都是比特大陆。

There's the concern is mainly that a bunch of smaller alternative pools that have a lot of the market for where decentralizing mining are all just bit main under the hood.

Speaker 1

对。

Yeah.

Speaker 1

你可以看到,就像

And you can see the, like

Speaker 4

但Foundry和Mora不是这样。

But not Foundry or Mora.

Speaker 4

没错。

Right.

Speaker 1

重叠部分...但Foundry除外。

The the overlap of But not Foundry.

Speaker 1

它是独立的存在。

Is its own thing.

Speaker 1

好的。

Okay.

Speaker 1

某种程度上。

Somewhat.

Speaker 1

我是说,他们有点任人唯亲,因为他们是比特大陆设备的大经销商,至少曾经是。

I mean, there's a bit of nepotism because they are a big reseller of Bitmain equipment or at least they used to be.

Speaker 1

边境关税政策有一堆变动,所以我不确定现在是否还是这样。

There's been a bunch of change of, like, border tariff stuff, so I don't know if that's still the case.

Speaker 1

不过,Foundry和Mara都各自独立运营。

But, yeah, Foundry Foundry do their own work, and Mara do their own work as well.

Speaker 1

Mara是完全独立的,与美国政府无关,据我所知也与比特大陆毫无瓜葛。

Mara is totally independent, Not from, you know, US state stuff, but still just nothing to do with Bitmain as far as can tell.

Speaker 4

你似乎更关心区块模板问题,而不是Foundry规模过大。

You're you're, like, you're still more concerned about the block template thing than you are about, like, Foundry being too big.

Speaker 4

你也有这些担忧吗?

Are you, like, sharing on those concerns?

Speaker 1

呃,不。

Well, if no.

Speaker 1

不是不。

Not no.

Speaker 1

因为它们是相关联的。

Because they're overlapped.

Speaker 1

如果Foundry改用Datum并让矿工自己创建模板,我就不那么在意Foundry的实际规模了。

If you got rid if Foundry used Datum and let their miners make their own templates, I wouldn't care as much about how big Foundry actually was.

Speaker 1

这大概就是问题的关键所在。

That's that's sort of the point here.

Speaker 1

就像,重要的不是矿池的规模大小。

Like, it's not the size of the pool.

Speaker 1

而是矿池的实际作用。

It's what the pool does.

Speaker 1

如果矿池只是矿工之间分配奖励的透明机制,而且矿工们已经在本地独立运行全部基础设施进行挖矿,那我就没那么担心了。

A pool if a pool is just a transparent way for miners to split rewards amongst themselves and miners are already running all their infrastructure to to solo mine locally, then I'm a lot less worried.

Speaker 1

但现在的情况是,如果Foundry发动攻击——这事简直蠢到让人无语。

But right now, like, if Foundry pull off an attack, like and this is it it's such a stupid thing for for it to come down to this.

Speaker 1

但如果Foundry变坏,整个生态都觉得这样不行的话。

But if Foundry turned malicious and all the ecosystem actually were like, this isn't good enough.

Speaker 1

矿工们必须采取行动。

Miners need to move.

Speaker 1

这就是残酷的真相,令人毛骨悚然。

This is the truth of it, and it's horrifying.

Speaker 1

Foundry上大多数矿工根本不会其他操作。

Most of the miners on Foundry wouldn't know how to do anything else.

Speaker 1

他们从未运行过节点——你去科罗拉多的会议看看,那些普通用户都能操作闪电网络通道,会用各种工具。

They they've never run nodes, and there's nothing that will scare you quite like going to a, you know, a a conference in Colorado where you've got plebs running umbrells and start nines, and they know how to use this stuff, and they've got lightning channels.

Speaker 1

但有些掌握数EH/s算力的矿工却只会用Windows,从没碰过Linux,更没运行过比特币节点。

And then speaking to a miner with a few exahash that only knows how to use Windows and has never ever ever touched Linux or run a Bitcoin node or anything like that.

Speaker 1

他们完全不知道该怎么操作。

Like, they have no idea how to do it.

Speaker 1

然后他们就那样,好吧。

And then you they're like, alright.

Speaker 1

我们想做这件事。

We wanna do it.

Speaker 1

我们想运行Datum。

We wanna run Datum.

Speaker 1

然后你就会花掉,像是

And then you'll spend, like

Speaker 2

他们怎么赚钱的?

How are they making money?

Speaker 2

比如,如果你只用过Windows又缺乏技术知识,挖矿本身不就是个足够有竞争性的事情了吗?

Like, if if you've only used Windows and you don't have the technical knowledge, like, isn't mining enough of a competitive thing?

Speaker 2

是不是因为他们获得了法币资金支持?

Is it just because they're getting, like, Fiat funded?

Speaker 0

有那么多现成软件可以直接接入

So much packaged software that they can just plug in and

Speaker 1

但我的意思是通常会在设施里放台性能不错的Windows笔记本,上面运行着Foreman。

But I mean Typically, have a good energy Windows laptop somewhere in the facility with Foreman running on it.

Speaker 1

这是标准配置。

That's the typical setup.

Speaker 4

是戴尔的吗?

Is it a Dell?

Speaker 2

但我想说的是,要通过挖矿赚钱

But, I mean, what I'm saying is that in order to make money mining

Speaker 1

戴尔。

Dell.

Speaker 2

你必须做自己,我是说,在我看来,我觉得你应该能理解,我们需要非常廉价的能源,这就是他们一直专注的全部。

You have to be you I mean, my it looks to me, like, I guess I guess you could understand that, I guess, we need very cheap energy, and that's all that they, you know, have been focused on.

Speaker 2

但似乎你需要具备一些技术知识才能胜任,比如,我不知道。

But it seems like you have to be you have to have some knowledge of technical things to be in a position to like like, I don't know.

Speaker 2

比如,上游数据是什么?

Like, what's what's the upstream data or whatever?

Speaker 2

就像,你怎么能...你知道的,一个矿工如果不了解所有这些,却还能盈利,这看起来很奇怪。

Like like, how do you you know, like, you can't you can't it seems weird that you would be a miner and not be capable of a miner that would be profitable and not be capable of understanding all of this stuff.

Speaker 0

要让矿机运行,你需要的技术水平就像我在家设置路由器一样,你可以轻易雇人搞定,至于软件和技术层面,真正的技能在于电力与数据中心。

All you need to make the miner work is the level of I set up a router in my house, and you can easily hire somebody to well, it's as far as, like, the software and, like, the technical side of it, the, like, the real skill set is power and data center.

Speaker 0

比如,如何连接足够多的机器而不烧断保险丝?需要多少安培电流?电源从哪里来?

Like like, how do you get enough machines hooked up and don't blow fuses and how many amp like, do you know how much amps it's gonna need and, you know, where's your power source coming from?

Speaker 0

所以,这更像是蓝领工作而非...

So, like, it's it's it's very much it's it's closer to blue collar than it is.

Speaker 0

好的。

Okay.

Speaker 0

IT在...嗯,这就是我

IT in in Well, that's what I

Speaker 2

所想的。

was thinking.

Speaker 2

这有点像...就像我们朋友Skyler那样,他运行矿机来烘干...

It's it's it's kinda like so it's kinda like the guy that asked, what our friend Skyler, you know, who's running miners to to dry his

Speaker 4

他的石板。

His slabs.

Speaker 2

他的木材用于制作家具,他和那个来更换或升级变压器的电力工人当时都愣住了。

His lumber for the And furniture he and the power guy that comes to replace his or to upgrade his transformer was like, wait.

Speaker 2

所以你是说我可以买一台这样的机器装在这里,它能给我赚钱而我老婆不会知道?

So you're telling me I could buy one of these machines and hook it up here, and it'll pay me money that my wife doesn't know about?

Speaker 2

然后他说,对啊。

And he's like, yeah.

Speaker 2

没错。

Yeah.

Speaker 2

我们可以这么干。

We could do that.

Speaker 2

懂我意思吧?

You know?

Speaker 2

所以,我是说,我猜如果你认识那个懂电力配置需求的人,但他又缺乏运行节点的技术知识。

So so, I mean, I guess if you you know that guy knows, you know, what the power setup knee is needed, but he doesn't have the technical knowledge to run a node.

Speaker 2

所以我想就这样吧

So I guess that's

Speaker 0

就这样。

it.

Speaker 0

是啊。

Yeah.

Speaker 1

我想重点是这规模太大了,你没法把大象藏在蚂蚁堆里。

I guess the important point is it's on the on a giant scale, you can't hide an elephant among ang ants.

Speaker 1

对吧?

Right?

Speaker 1

引用马克斯·希尔布兰德的话。

To quote Max Hillebrand.

Speaker 1

而且这是宏观层面的问题——如果你消耗着数兆瓦的电力仅仅因为存在,就不可能无许可地使用比特币。

And it's on a giant level, you can't use Bitcoin permissionlessly if you're consuming multiple megawatts of power because you just you exist.

Speaker 1

这和运行节点不同,后者可以完全隐蔽地进行。

Like, it's not like running a node, which you can do pretty invisibly.

Speaker 1

所以这些人对无许可参与比特币没兴趣,因为他们的一切行为都受制于所在国家的意志。

So these guys aren't interested in interacting with Bitcoin permissionlessly because everything they do is at the at the the the leisure of the the state that they're in.

Speaker 1

如果你是个大型矿工,比如迈克尔·塞勒,你持有比特币是因为被允许,而非偷偷操作。

So if you're a massive miner, if you're Michael Saylor, you own Bitcoin because you're allowed to, not because you did it without anyone knowing.

Speaker 1

你不可能在不获得国家许可的情况下购买数十万枚比特币。

You can't buy hundreds of thousands of Bitcoins without needing permission from the state that you're in.

Speaker 1

这就是规模庞大的现实。

It's just the reality of being that large.

Speaker 1

因此比特币的无许可特性对这些人毫无吸引力,因为他们做任何事都需要许可。

And so the permissionless elements of Bitcoin are of no interest to these people because they need permission to do what they're doing.

Speaker 1

他们或许有些边缘操作,但说到底,谁在乎呢?

Like, they might have a side operation, but, ultimately, like, who who cares?

Speaker 1

从他们的角度来看,谁会在意这些?

Like, if from that from their perspective, who really cares?

Speaker 1

就像

Like

Speaker 2

另一方面,这也为政治动机创造了保持开放的诱因。

Well, the flip side is that that creates the incentive for the pollic political incentive to, like, keep things open too.

Speaker 0

我认为这正是国家介入博弈论的原因,而管辖权套利实际上——在不同管辖区之间分配权力时,博弈论才最有趣也最...我们并不完全清楚它会如何发展,因为这涉及到单一管辖区是否拥有过大影响力,以至于其他管辖区不得不服从或被迫保持一致。当各州之间对于如何对待矿工或比特币持有者没有完全共识,且全球范围内存在足够分歧,而比特币分布又足够全球化时,那么任何一个管辖区的行动都不会产生决定性影响。

I I think it's that's why kind of the state enters the game game theory and the jurisdictional arbitrage is actually and distributing among different jurisdictions is actually where the the game theory is most interesting and also most like, we don't really know exactly how it plays out because it's about any one jurisdiction having too much influence such that other jurisdictions have to do what they say or have to basically fall in line and that division among different states in what like if if there is no exact consensus on what every state or individual jurisdiction should do with their miners or with their Bitcoin holders, and there is enough disagreement at a global scale about it and Bitcoin is globally distributed enough, well then nothing that any one jurisdiction will do will matter enough.

Speaker 0

迈克尔·塞勒甚至可以在其管辖区'允许'下操作——具体来说,任何拥有超过3000万美元资产的人实际上已经不受单一管辖区约束。

Michael Saylor could even though with permission of his jurisdiction, quote unquote, specifically, anybody with over $30,000,000 doesn't really have a jurisdiction.

Speaker 0

他们可以前往世界任何地方,生活在另一套规则体系下——就像如果萨尔瓦多最终成为对比特币持有者最有利友好的地方,会有大批人选择移民过去。

They can go to a different place in the world and live under a different set of rules and under somebody who is like the number of people who could just move to El Salvador if El Salvador just ended up being the most beneficial and friendly place for Bitcoiners.

Speaker 2

嗯,哪怕只是纸面上的。

Well, even just on paper.

Speaker 0

对。

Yeah.

Speaker 0

没错。

Yeah.

Speaker 0

我是说,确实,哪怕只是理论上。

I mean, yeah, even just on paper.

Speaker 0

就像...很多人...我记得可能是查马斯或巴拉吉说过,当你财富达到某个量级后,国界就失去意义了。

Like, there's a lot of people there was a I think it was Chamath or or maybe it's Balaji or whatever was talking about, like like, once you're, like, a certain amount wealthy, like, countries don't really matter anymore.

Speaker 0

某种程度上你可以自由选择——或在法律意义上——前往对你最有利的任何地方。

Like, you're not really you can just kind of go or be on paper wherever it is that's best for you.

Speaker 0

但当前政治争论大多来自那些被地域束缚者的视角。

And so but so much of the political argument is from the perspective of people who are trapped where they are.

Speaker 0

所以他们试图用同样逻辑约束富人,声称'这里的富人必须这样做,必须那样做'。

So they think they can apply that same thinking to the rich and say, Oh, the rich here have to do this and they have to do this.

Speaker 0

就好像,他们根本不会在意,也不会去做那些事情。

And it's like, they're not going to care and they're not going to do those things.

Speaker 0

你只会失去他们在纸面上的存在,就像你以为的那样。

You're just going to lose them as being on paper where it is that you think they are.

Speaker 0

所以这里存在一些有趣的动态,我不认为它真的那么复杂和多面性,比如,好吧,它会如何发展呢?

And so there's some interesting dynamic there that I don't think it's really complicated and multifaceted for like, okay, well, how does it play out?

Speaker 0

什么会成为最重要的因素?

What becomes the most important factor?

Speaker 0

美国是否还能仅凭一句话就决定一切?如果40%的算力在那里,50%的算力在那里,这与其他生态系统的抵制相比——交易所、持币者、节点运行者等等——问题有多大?

Can The US still just say something and, you know, if 40% of the hash power is there, 50% of the hash power is there, how how big of a problem is that versus kind of the other the pushback of the other elements of the ecosystem of exchanges, of holders, of node runners, and all of that stuff.

Speaker 0

我不认为事情简单到我们可以直接套用区块大小之争的结论,说‘看,这就是政府介入时的运作方式’。

I I don't think it's so simple that we could just apply the block size war to be like, well, now this is how it works when the states get involved.

Speaker 0

但我也认为事情没那么简单,国家或任何特定司法管辖区并不像你通常认为的那样,拥有对它的类似权力或控制——就像那些内部拥有财富的司法管辖区一样。

But I also don't think it's so simple that the state and or any particular particular jurisdiction has any anything close to the same type of power or control over over it as you usually think of as jurisdictions with wealth inside of them.

Speaker 0

所以它与两者都不同。

So it's different from both.

Speaker 0

这是一种奇怪的中间地带,我们只是...我们会在冲突中学习规则,我觉得。

It's this weird middle ground that we just don't we'll learn the playbook as there are clashes, I feel like.

Speaker 2

是啊。

Yeah.

Speaker 2

我...我仍然抱有这种乐观的想法,认为我们看到的这种转向——你知道,所有正在发生的事情——其原因是完全合理的。

I I still have this sort of hopeful thinking that that it's very it's it's entirely plausible that the reason we've seen this, like, shift to, you know, all the stuff that's happening right now.

Speaker 1

我是说,

I mean,

Speaker 2

很明显,我们可能永远拿不到爱泼斯坦文件之类的,但显然正在发生的事确实惹恼了曾经的掌权者。

like, obviously, it's maybe we're never gonna get the Epstein files or whatever else, but but there's clearly there are clearly things that are happening that are pissing off people that were previously in power.

Speaker 2

对吧?

Right?

Speaker 2

就像有个新派系已经掌权了。

Like a new faction has taken control.

Speaker 2

而且新派系没那么支持审查制度。

And the new faction is less pro censorship.

Speaker 2

你知道,这确实有些不同。

You know, there's definitely some difference.

Speaker 2

我认为这可能是因为比特币已经促成了足够的财富转移,为许多不满现状却不得不妥协的人提供了可见的退出途径——他们原本对正在发生的事心存畏惧。

And I think it's possible that that is actually the result of the fact that Bitcoin has already provided has created enough of a wealth transfer and created enough of a visible exit for a lot of people who were unhappy with the way things were before, but that were playing along, but they had no like, they were kind of afraid of what was happening.

Speaker 2

现在他们看到了退路,可以把部分财富转移过去,就更敢于发声拒绝了。

And now that they see an exit and they can put some of their wealth there, they feel a little more comfortable to, like, speak up and say, nah.

Speaker 2

我们不再配合这套了。

We're not doing this anymore.

Speaker 2

所以你看,像迈克尔·塞勒这些已经积累了大量财富的人都在为支持比特币的政策游说,还有不少自由意志主义者和无政府资本主义者也会支持任何亲比特币的势力。

And so do you have, you know, Michael Saylor and all these people that are already, you know, have amassed a lot of wealth lobbying for things that are pro Bitcoin, and and you have probably a lot of libertarians and ANCAPS that are, you know, interested in anybody that might be pro Bitcoin too.

Speaker 2

或许还有些大人物也参与其中,比如...

And and then maybe you have some big players like, you know, I don't know.

Speaker 2

叫什么来着?

What's his name?

Speaker 2

彼得·蒂尔之类的。

Peter Thiel or whatever.

Speaker 2

比如那些人,你知道的,我不喜欢他们中的很多人,但如果他们能意识到自己曾有过一些自由意志主义思想,你知道的,他们过去表达过这类观点。

Like, who you know, I don't like a lot of these people, but but if they can see they've had some libertarian ideas in the you know, they've communicated some libertarian ideas in the past.

Speaker 2

如果他们能看到现在有条出路,不必再配合这些自由派的胡言乱语,他们就不会再资助...也不会再假装自己是社会主义者了——只要他们能看到事情能以不同方式推进的可能性。

And if they can see that there's now an exit and they don't have to play along with this liberal bullshit, then they won't fund they won't help pretend to be socialist anymore if if they can, you know, see some some way for things to move forward in a different fashion.

Speaker 2

你知道,这并不意味着他们不想掌控。

You know, that doesn't mean they don't want control.

Speaker 2

他们并非不渴望权力。

They don't want power.

Speaker 2

你要明白,这改变不了人性本质,也改变不了他们依然想成为重要人物的事实。

You know, it doesn't mean it doesn't change anything about human nature and the fact that they still, you know, want to be important.

Speaker 2

但如果他们能看清潮流转向,你知道的,潮流变化或...风向转变,他们就会说:嘿。

But if they can already see where the tides turn you know, the tides turning or the the where the, you know, the wind's blowing, and they can be like, hey.

Speaker 2

知道吗?我要买比特币,这样我们就能拥有政府无法夺走的稳健货币。

You know, I'll buy Bitcoin, and we'll have sound money that the government can't take from me.

Speaker 2

似乎这个论点表明,当前的转变可能真正开启了更可持续的进程,而非仅仅是新一轮政治动荡。

It seems like that's that's a that's an argument that things this shift might actually be the beginning of something that's more sustainable and not just some sort of new political volatility.

Speaker 2

这意味着将有更多司法管辖区对比特币持友好态度。

That would mean that a lot more jurisdictions are going to be Bitcoin friendly.

Speaker 2

只因比特币是强大的经济力量,它甚至能反哺...就像委内瑞拉警方没收矿机后自己开机挖矿那样。

Just because Bitcoin is such a strong economic force that it basically feeds I mean, it's just like, you know, police seizing miners in Venezuela and then turning them on themselves.

Speaker 2

比特币的引力如此强大,以至于...这些都无关紧要。

Like like, Bitcoin is has such gravity that that it doesn't matter.

Speaker 2

就像你可以宣布它非法,但政府依然会参与其中。

Like, you can say it's illegal, but the government's still gonna participate.

Speaker 2

比如,人人都想要比特币。

Like, everybody everybody wants Bitcoin.

Speaker 0

是啊。

Yeah.

Speaker 0

它在中国被禁了,但仍有20%的算力

It was banned in China, but 20% of the hash power is

Speaker 1

依然存在

still It's

Speaker 4

还在那里。

still there.

Speaker 0

来自中国。

From China.

Speaker 1

哇,这太疯狂了,居然会是这种情况。

Well, that's that's nuts, man, that that's even the case.

Speaker 1

确实。

Yeah.

Speaker 1

我真的很感谢你们在这里提供的观点。

I do I do appreciate the perspectives you guys are offering here.

Speaker 1

还有,盖伊,你说的那些话确实消解了我对它的一些偏执猜疑。

And, Guy, what you said, it it is genuinely it undermines some of the paranoia I've I've sort of developed around it.

Speaker 1

我对此很感激,因为这是事实。

And and I appreciate that because it's it's true.

Speaker 1

即便比特币在某些方面变得高度集中,想要介入也没想象中那么容易。

It's not as easy as you might think to come along even if Bitcoin becomes really centralized in some aspects.

Speaker 1

比如,这些糟糕的事情悄悄出现,比如模板的集中化,以及显然两个大型矿池占据了70%到80%的算力。还有司法管辖权的争夺、监管模式等等,以及大量的KYC购买,所有这些事情。

Like, you have these horrible things creep in, like centralization of templates and obviously two massive pools responsible for, like, 70 or 80% of the hash rate And jurisdictional capture and regulatory modes and all that, and, like, masses of KYC purchases, all this stuff.

Speaker 1

比特币即使在这种环境下也表现得相当出色。

Bitcoin does surprisingly well even in that kind of environment.

Speaker 1

我想这本身就是个问题,因为最终情况会变得非常糟糕,以至于真的开始削弱整个系统,因为大家都变得过于安逸了。

It's just the that's sort of its own problem, I guess, because you you do eventually eventually end up with it being so bad that it really does start to weaken the system overall because everyone just gets too comfortable.

Speaker 1

嗯,是的。

And Yeah.

Speaker 1

我想是

I guess Are

Speaker 2

数据块还在增长吗?

Datum blocks still growing?

Speaker 2

它在增加吗?

Is it increasing?

Speaker 1

是的。

Yeah.

Speaker 1

它们一直在增加,我是说,从月初开始。

They're rolling in since I mean, since the beginning of the month.

Speaker 1

我们有多少个了?

How many have we had?

Speaker 1

一、二、三、四、五、六、七、八、九、十、十一、十二、十三个,这个月链上有十三个数据块,这

One, two, three, four, five, six, seven, eight, nine, ten, eleven, twelve, thirteen thirteen Datum blocks in the chain this month, which is

Speaker 2

DATM区块增长最缓慢的速度仍在朝着正确的方向缓慢推进。

The slowest amount of increase in DATM blocks is still creeping in the right direction.

Speaker 2

只要趋势向上,就得假设比特币的变动会很缓慢。

Like, as long as as long as the trend is up, then I mean, like, gotta assume that Bitcoin's shift is gonna be slow.

Speaker 0

我拖延了这么久,结果发现指向Ocean竟然这么简单,老实说有点震惊,因为我已经把所有设备都重新接好了。

For as long as I delayed, I was kind of, like, shocked at how easy it was to just point it at Ocean because, like, I I didn't want to like, I'd plugged everything back in.

Speaker 0

你知道的,我还专门拉了条新网线到楼下准备连接矿机那些设备。

You know, I'd run a ran a new Ethernet line to where the miners and stuff were going be hooked up downstairs.

Speaker 0

我当时就想,老兄,现在真不想折腾这事。

I was just like, man, just don't want get into it right now.

Speaker 0

我们快要有宝宝了。

We're going to have a baby.

Speaker 0

当时正忙着收拾房子。

Was trying to get the house in order.

Speaker 0

结果当我真正动手时,这比绞尽脑汁回忆路由器密码简单多了。

And then when I finally did it, it was easier to do it than literally trying to figure out trying to remember what my password or my router was.

Speaker 0

因为根本不需要登录。

Like, just like, because you don't even have to log in.

Speaker 0

它是本地连接的。

Like, it's local.

Speaker 0

所以我直接输入早就保存在密码管理器里的IP地址。

So I just punch in the IP address, which I've already got, like, saved in my password manager.

Speaker 0

基本上我刚输入开头,就直接点击跳转了。

So I basically just, like, begin to type it in, and then I just click go.

Speaker 0

后来发现甚至不用注册账号,我在用户名栏填了个地址,粘贴了普通网址就直接重启了。

And then when I realized I didn't even have to make an account, and I just punched in I just put in an address for my username and then just pasted in the normal URL and then rebooted.

Speaker 0

而我

And I

Speaker 3

当时就,哦,靠。

was like, oh, shit.

Speaker 3

我想我现在在海上。

I'm on ocean now, I guess.

Speaker 3

是啊。

Yeah.

Speaker 3

所以,就像,我当时就,哦,好吧,天哪。

So, like, it was I was like, oh, well, Jesus Christ.

Speaker 3

我我,那个,已经两个月没做这个了。

I I, like, didn't do this for two months.

Speaker 0

而我只是一时兴起,在我吃零食的时候,就在我的Linux机器前这么做了,

And I just kinda, like, did it on a whim while I was eating a snack, like, in front of my Linux machine,

Speaker 3

你懂吧?

you know?

Speaker 3

我当时就觉得,这太蠢了。

And I was like, this was so stupid.

Speaker 3

是啊。

Yeah.

Speaker 0

它我现在还在运行Datum,这比我想象的要容易得多。

It I'm still running Datum, it was it was a lot easier than I had suspected it was going to be.

Speaker 1

你一分钟就能运行Datum,因为默认设置下,它基本上就是Ocean的镜像。

You could run Datum in one minute because the default settings, it it basically mirrors Ocean.

Speaker 1

从矿工的角度来看,你只需将矿池主机地址改为你的地址,比如192.168之类的。

So from your miner's perspective, you just change the pool host to your to, like, one nine two dot one six eight, whatever.

Speaker 1

就这样。

That's it.

Speaker 1

然后你实际上就不用管了。

And then you literally leave the work

Speaker 0

这就像我必须在star9上通过终端完成的操作。

And it's just like something I have to do terminal wise on star nine.

Speaker 0

对吧?

Right?

Speaker 1

因为我正要注册...你必须让服务通过端口可访问,因为他们没有

Because I'm just gonna sign up for You have to you have to make it you have to make the service accessible by a port because they didn't

Speaker 0

这么做。

do that.

Speaker 0

这就是我唯一需要注意的小细节。

That's the one little kick the the little caveat that I just have.

Speaker 1

我可能会把你需要复制粘贴的这六项内容整合成一个脚本,你可以直接从GitHub之类的平台导入。

I might I might turn those six things you have to copy and paste into one script that you can just pipe in from, like, GitHub or something.

Speaker 2

那会

That would

Speaker 1

很棒。

be great.

Speaker 0

我可能甚至会自己动手做这件事,因为这是我能用AI做的唯一事情——就像问:你能把这六项内容做成我双击就能运行的东西吗?

I might probably might even do that myself because that's the only thing that I can do with AI is I can be like, can you make these six things something that I can double click on?

Speaker 0

我会整天和AI一起做这件事,就这么说。

I'll do that all day with AI, say.

Speaker 1

是啊。

Yeah.

Speaker 1

我觉得只需要把它放到Ocean GitHub上,或者你能直接用curl获取GitHub用户原始内容之类的,然后通过管道传给SH,它就会一次性完成所有操作。

I think it just needs to be put on the Ocean GitHub or something you can just curl in the raw GitHub user content or whatever it is, and then you pipe it into SH, then it will do it all as one.

Speaker 1

但实际上,我还是不这么认为,因为你必须进入StarOS的特定模式,才能进行重启后仍能保留的修改。

But, actually, I I still don't think so because you have to go into this mode inside StarOS where it will let you make changes that persist upon restart.

Speaker 1

这部分不能写成脚本,因为你基本上是在不同用户之间切换。

And that can't be part of a script because you're you're going from one user to another user, basically.

Speaker 1

不过话说回来,这已经偏离技术讨论的主线太远了。

But, anyway, that's way off the deep end of technical discussion.

Speaker 1

使用起来真的非常简单。

It's really it's really easy to use it.

Speaker 1

不需要账户这点确实让事情变得很方便。

The lack of account makes does make things nice.

Speaker 1

比如我们不需要操心给人付钱或者确认用户身份。

Like, we don't need to worry about paying people or figuring out who people are.

Speaker 1

我确实在Noster上写过这个,是回应某个人的一条被埋没的评论,结果在Ocean Noster账号上引发了热议,当时我只是说了句:听着。

I did write that on Noster in response to it was like a buried comment in a response I made to someone that blew up on the Ocean Noster account where someone where I just said, look.

Speaker 1

其他矿池是给人付钱。

Other pools pay people.

Speaker 1

Ocean是给比特币地址付钱。

Ocean pays Bitcoin addresses.

Speaker 1

谁向这些地址挖矿并不重要。

It doesn't matter who mines to those addresses.

Speaker 1

嗯哼。

So Mhmm.

Speaker 1

如果你有喜欢的慈善机构或想捐赠给武士组织,只需提供一个比特币地址,将其输入你的矿机,他们就能收到比特币。

If there's a charity you like or you wanna donate to Samurai, all you need is a Bitcoin address and you put that in your miners and then they will get Bitcoins.

Speaker 1

事情就这么简单。

And that's the end of it.

Speaker 1

这很有趣,是个不错的新概念,且影响深远——这意味着作为实体,我们无需开始进行那些侵入性操作(我犹豫是否要提及那个三字母缩写词,因为这会引发麻烦)。

So that's fun, and it's a it's a good new concept, and it has deep ramifications because it means as an entity, we don't have to start conducting, you know, invasive things to I I hesitate to use the three letter acronym we all know about because it invites problems.

Speaker 1

但坦白说,我们不知道矿工是谁,也没有义务知道他们的身份。

But frankly, we don't know who our miners are, and we're not obligated to know who they are.

Speaker 1

我们甚至不知道是否两个人在共用同一地址,或是AI在向某个地址挖矿。

And we don't know if two people are using the same address or the thing is an AI mining to some address.

Speaker 1

我们完全不清楚,也不想知道,这意味着我们可以无许可地运作。

Like, we have no idea, and we don't wanna know, and that means we get to operate permissionlessly.

Speaker 1

没有其他矿池采用这种模式。

And no other pool's set up that way.

Speaker 1

如果你给其他矿池发邮件说:'嘿'。

If you email another pool like, hey.

Speaker 1

'我要我的钱'。

I want my money.

Speaker 1

他们会回复:'好的'。

They'll be like, okay.

Speaker 1

登录并点击一个按钮。

Log in and press a button.

Speaker 1

在Ocean上根本没有登录的地方。

There is nowhere to log in on Ocean.

Speaker 1

没有账户。

There's no account.

Speaker 1

是啊。

Yeah.

Speaker 1

那那肯定就是这样的运作方式。

That's that's gotta be the way it works.

Speaker 1

但人们不理解这点,然后他们就会说,看。

But people don't understand that, and then they're like, look.

Speaker 1

我要我的钱。

I want my money.

Speaker 1

我只挖了3聪,我要你们支付。

I only mined 3 sats, and I want you to pay them.

Speaker 1

我就说,呃,我们没法付,而且我们怎么知道那是你?

And I'm like, well, we can't, and we don't how do we know that's you?

Speaker 1

他们就说,那是我的地址。

And they're like, it's my address.

Speaker 1

我就说,我不...

I'm like, I don't.

Speaker 1

什么叫那是你的地址?

What do you mean it's your address?

Speaker 1

就是,我完全不知道你是谁。

Like, I'm like, I don't know who you are.

Speaker 1

然后人们就说,好吧,我把地址从这个换到了那个。

And like, and people are just like, well, I switched from this address to the other address.

Speaker 1

我就觉得,你现在可能是任何人。

I'm like, you could be anyone right now.

Speaker 1

真的有可能。

You really could.

Speaker 1

比如你可能想戏弄某个在海上挖矿的人,窃取他的地址后跑来要求立即支付。

Like, you could be trying to troll someone on ocean who's mining to an address, and you just grab their address and you're telling us you wanna get paid out right now.

Speaker 1

我们怎么确认是你本人?

How do we know it's you?

Speaker 1

显然他们可以签署消息,这也是设置闪电网络的方式。

Like, obviously, they can sign a message, and that's how you set up Lightning.

Speaker 1

但再次强调,这是我们唯一允许的操作。我们曾考虑让用户设置Nosta功能,这样他们就能在NPUB内拥有某种账户。

But, again, that's the only thing we allow you to do, because it has a like, we were thinking about having people set up Nosta stuff, and then they could have sort of a kind of account within an an NPUB.

Speaker 1

但问题在于没有故障转移机制。

But, again, the problem is there's no failover.

Speaker 1

我们必须有能力支付给你。

We have to be able to pay you.

Speaker 1

如果出现问题,我们最终需要一个比特币地址。

If something goes wrong, we need a Bitcoin address ultimately.

Speaker 1

所以如果你配置了闪电网络但始终没有通道,或者你的通道一直没有流动性,或者你总是离线的话...

So if you configure Lightning and you just never have a channel or your channel, it just never has any liquidity or you're just always offline.

Speaker 1

最终,你的款项会支付到你用于设置闪电网络的比特币地址上,因为我们不得不这么做。

Eventually, you're gonna get paid out to the Bitcoin address that you use to set up Lightning because we just have to.

Speaker 1

从法律上讲,我们的结构就是如此。

Legally, that's how we're structured.

Speaker 1

这有点像比特币的牛市。

Like, it's kinda like bull Bitcoin.

Speaker 1

在你提供一个比特币地址之前,你无法购买任何比特币,因为他们永远不想被套牢,然后面临随之而来的法律麻烦。

You can't buy any Bitcoins until you give them a Bitcoin address because they don't ever wanna get stuck with it and then have the resulting legal headache.

Speaker 1

就像这样,你就成了托管人,而这正是我们极力想要避免的。

Like, that's how you become a custodian, and that's how you that's exactly what we wanna avoid.

Speaker 1

因此,除非你确实给我们一个比特币地址,否则我们不会接受任何股份。

So we are not accepting any shares unless you you actually give us a Bitcoin address.

Speaker 1

我真的很喜欢这个设计。

I I really love this design.

Speaker 0

如果你想用更好的方式存钱,现在就能免费获得20,000聪(按10万美元的比特币价格计算,约合20美元)。

If you want to save in better money and you want 20,000 sats for free right now, it's about $20 at a $100,000 of Bitcoin.

Speaker 0

去看看Fold吧。

Check out Fold.

Speaker 0

每次我刷这张卡,都能获得0.5%的返利,有时是1%,甚至有时能达到1.5%。

Every time I swipe this card, I get point 5%, sometimes one, sometimes even one and a half percent.

Speaker 0

购买大商户的礼品卡时,我能获得2%、3%、5%甚至10%的返利。

I can get two, three, five, even 10% on gift cards with major merchants.

Speaker 0

通过零钱凑整、礼品卡、自动累积以及每次刷卡都能获得的聪返利,Fold实际上为我完成所有工作,并且以比特币计价。

Between the roundups, the gift cards, the auto stacking, the SATsBACK on every single swipe, Fold literally does all of the work for me, and it is denominated in Bitcoin.

Speaker 0

仅凭使用这张卡,我的储蓄就超过了美国90%的普通消费者。

And I have more savings just by using this card than like 90% of The United States normal consumer.

Speaker 0

我这里有一个推荐链接给你。

I've got a referral link for you right here.

Speaker 0

特别感谢Fold赞助我的工作,老实说它是我坚持比特币标准最重要的服务。

Shout out to Fold for sponsoring my work, and honestly being the most important service for my being on a Bitcoin standard.

Speaker 4

你们有没有测量区块模板构建多样性的方法?

Do you have a way of measuring block template construction diversity?

Speaker 4

比如,我知道Nimple。

Like, I I know that Nimple.

Speaker 4

Space有他们预期的区块机制。

Space has their expected block thing.

Speaker 4

我一直好奇他们用预期区块时采用的是哪种模板。

And I've always wondered what template they were using with the expected block.

Speaker 4

而且我知道有些矿工只是接收工作或区块头信息。

And, like but I know that miners that are just getting work or just getting the block header.

Speaker 4

我猜如果能查看区块头的Merkle根,或许可以进行某种匹配。

And I guess if you could maybe look at the Merkle root of the block headers, then maybe you could do some kind of matching there.

Speaker 4

但你们如何测量区块模板的多样性呢?

But how do you how do you go about measuring the diversity of block templates?

Speaker 4

你们是否发布了这方面的某种指标?

And, like, do you guys publish some kind of metric on that?

Speaker 1

我们没有。

We don't.

Speaker 1

我是说,现在既有stratum.work,也有mempool.space/stratum。

I mean, there's stratum dot work, and there's also mempool dot space slash stratum now.

Speaker 1

所以人们开始关注这件事,但还没有真正在社区中广泛传播。

So people are starting starting to pay attention to this, but it hasn't really permeated the community much.

Speaker 1

比如,有些人开始担心所有小矿池实际上都是比特大陆控制的。

Like, some people are starting to become a bit concerned that all the small pools are really just Bitmain.

Speaker 1

根本没有人真正在监督这些工作。

No one is really cons like, monitoring the work.

Speaker 1

但这基本上归结为可信度的问题。

But it basically it comes down to, like, plausibility.

Speaker 1

要破坏我们用来匹配这些矿池的启发式方法其实很容易,但他们甚至懒得这么做。

It's it's very easy to to to break the heuristics we use to match all these pools, but they don't even bother to do that.

Speaker 1

这基本上说明根本没人关注这件事。

That's how little anyone's paying attention, essentially.

Speaker 4

那么归根结底是

So what what comes down

Speaker 1

要看在Merkle树中的深度。

to is the how deep in the Merkle tree.

Speaker 4

对。

Yeah.

Speaker 4

没错。

Yeah.

Speaker 1

他们就是懒得费这个劲。

They just don't bother.

Speaker 1

所以,就像,你要看Merkle树需要深入到什么程度。

So, like, go you're looking at how far down the Merkle tree you have to go.

Speaker 1

因为当你发送一个次要工作时,实际上是在发送一个交易组成的Merkle树。

Because when you're sending a minor work, you're you're sending a Merkle tree of transactions.

Speaker 1

当网络发现新区块时,首先那些专业的矿池——不是说Foundry不专业,但他们不会采用空块加速策略。

And when a when a the network finds another block, first off, pools that know what they're doing I mean, I'm not gonna say Foundry doesn't know what they're doing, but they don't do the empty block speed up.

Speaker 1

但其他矿池基本上都会发送不含Merkle树的工作量,因为这样能让矿工快速脱离陈旧工作——就是让他们处理一个不含Merkle树的空区块,这样他们能快几百毫秒开始工作,这绝对值得。

But every other pool pretty much sends a Merkle tree less bunch of work because that's how you get miners off stale work quickly is you send them an empty block to work on with no Merkle tree in it, and then they're just they're working on stuff a few hundred milliseconds faster, which is definitely worth it.

Speaker 1

这就是空块加速。

That's the empty block speed up.

Speaker 1

这种情况下基本没有Merkle树可供比较。

And that's pretty much there's no Merkle tree to compare in that instance.

Speaker 1

但不到一秒后,你就会看到大量相似的工作量,因为矿池找到区块后内存池会变得很相似——大量交易被清空,P2P网络中可选的交易池就变小了。

But then, like, in under a second, you have a bunch of very similar looking work because, you know, mempools become a lot more similar after a pool finds a block because a bunch of transactions get dumped, and there's just a smaller pool to pick from of transactions that are out there in the p two p network.

Speaker 1

但你知道,在树中需要深入查找差异的程度越深,节点不同的可能性就越大。

But after you know, deeper you have to go in the tree to find differences, the more likely they are to be different nodes.

Speaker 1

昨天有人发了这个,特别有意思。

So someone posted yesterday this it was great fun.

Speaker 1

他们称之为'污水池'。

They called it cesspool.

Speaker 1

现在这个名字被用来指代所有假冒的代理矿池。

That is now the the name they have dubbed for all of the the pretend fake proxy pools.

Speaker 1

懂吗?

You know?

Speaker 1

他们称这个巨物为

They they're calling this giant

Speaker 2

污水池。

The cesspools.

Speaker 1

我一直叫它蚁巢。

I always called it AntMain.

Speaker 1

这是我对那个伪装成多样池群的集体事物的称呼,但他们现在叫它污水池,这其实比蚁巢更贴切。

That was my name for the collective just thing that pretended to be a bunch of diverse pools, but they're calling it cesspool, which is actually better than AntMain.

Speaker 1

所以我挺喜欢这个叫法。

So I I like that.

Speaker 1

而且它不是多个污水池。

And it's not cesspools.

Speaker 1

对吧?

Right?

Speaker 1

是单数的污水池,因为它就是一个整体。

It's cesspool because it is one thing.

Speaker 1

就只有一个。

It's just one.

Speaker 1

就只有一个。

It's just one.

Speaker 1

没错。

Right.

Speaker 1

嗯。

And yeah.

Speaker 1

所以问题的关键在于你需要深入到什么程度?

So the point is how deep do you have to go?

Speaker 1

我认为他发布的照片显示七片默克尔叶是相同的。

I think the picture he posted was seven seven Merkle Leafs were the same.

Speaker 1

如果你要深入到这个程度,这种情况并非闻所未闻。

And if you're going if you're going that far, that's not unheard of.

Speaker 1

对吧?

Right?

Speaker 1

随着新区块网络的出现,这种情况很可能会发生。

With new network block happening, that's quite likely to happen.

Speaker 1

但是,我的意思是,如果我查看内存池空间,让我直接访问stratum.work看看当前状态如何。

But, I mean, if I look at mempool space let me just go to stratum.work and see what the state of things are right now.

Speaker 1

Stratum。

Stratum.

Speaker 0

所以我觉得我还没检查过这个。

So I don't think I've checked this one out.

Speaker 1

是的。

Yeah.

Speaker 1

所以,是的,这真的很好。

So, yeah, it's really good.

Speaker 1

所以你基本上会发现,海洋看起来总是截然不同。

So you basically have like, ocean always looks way different.

Speaker 1

对吧?

Right?

Speaker 1

因为我们有43字节的返回,而不是83。

Because we we have 43 bytes of return instead of 83.

Speaker 1

所以这使得海洋总是最与众不同的,或者说它的默克尔树仅在向下一个或两个层级处与其他树分叉,诸如此类。

So that makes that just ocean is always, like, the most different or it differs its Merkle tree diverges from the others only, like, one layer down or two layers down or something like that.

Speaker 1

让我看看海洋在这个列表中的位置。

Let me see where is ocean here in this list.

Speaker 1

哦,好的。

Oh, okay.

Speaker 1

他们实际上包含了海洋的不同模板。

They actually include Ocean's different templates.

Speaker 1

这真的很酷。

That's really cool.

Speaker 0

数据自由默认值。

Data free default.

Speaker 0

是啊。

Yeah.

Speaker 0

我刚才正在看它们。

I was just looking at them.

Speaker 0

海洋核心。

Ocean Core.

Speaker 1

没错。

Yeah.

Speaker 1

核心加反垃圾邮件。

Core plus anti spam.

Speaker 1

核心加反垃圾邮件功能现在基本上应该和核心功能一样了。

Core plus anti spam should basically be the same as Core at this point.

Speaker 1

也许不是。

Maybe not.

Speaker 1

不过确实。

But yeah.

Speaker 1

就是当它出现时,你可以看到此刻,我猜你正在看那个网站。

It it's just when it comes like, you can see at the moment, I guess you're looking at the site.

Speaker 1

前六个他们有11个。

The top six there just they have 11.

Speaker 1

它走完了全部11步哦,你能看到的。

It's it goes all 11 steps Oh, you can see it.

Speaker 0

哦,是的。

Oh, yeah.

Speaker 0

不。

No.

Speaker 0

对。

Yeah.

Speaker 0

它们完全一模一样。

They're all exactly the same.

Speaker 1

是的。

Yeah.

Speaker 1

所以不。

So No.

Speaker 1

这太疯狂了。

That's crazy.

Speaker 1

但我的意思是,它先分叉然后又合流。

But, I mean, it diverges and then it doesn't.

Speaker 1

所以嗯哼。

So Mhmm.

Speaker 1

基本上,那些总是相同的矿池包括蚂蚁矿池、Poolin,Luxor有时是,有时不是。

You basically, the ones that are, like, always identical is Ant Pool, Poolin, Luxor sometimes is, sometimes isn't.

Speaker 1

币安就是蚂蚁矿池。

Binance is just Ant Pool.

Speaker 1

EMCD就是蚂蚁矿池。

EMCD is just Ant Pool.

Speaker 1

Brains通常也只是蚂蚁矿池。

Brains is usually just Ant Pool.

Speaker 1

还有四五个其他矿池,比如白池,我觉得Ultimus也经常是同一个。

And there's, like, four or five more that are, you know, like, white pool, and I think Ultimus is often the same.

Speaker 1

但偶尔会出现多样性,因为每个矿池也有一大堆节点。

But occasionally, diversity creeps in because every pool has a whole bunch of nodes too.

Speaker 1

所以这取决于他们用哪部分基础设施来生成这个工作。

So it depends what part of their infrastructure they're using to generate this work.

Speaker 1

比如Foundry就不只有一个节点。

Like Foundry doesn't just have one node.

Speaker 1

它可能有几十个节点。

It has, like, probably tens of nodes.

Speaker 1

如果他们正在为其他矿池制作模板,那么所有节点都会略有不同。

And if they're making templates for other pools, then even all the nodes are going to be slightly different.

Speaker 1

比如,你有时会看到两个矿池在挖这些半空的区块。

Like, you see it with f two pool mining these half empty blocks sometimes.

Speaker 1

这是因为他们的一些节点坏了,但不是全部,这种情况很荒谬——作为业内第四大矿池,他们竟然...是啊。

That's because some of their nodes are broken, but not all of them, which is ridiculous situation for the, like, the fourth biggest mining pool in the space is that they Yeah.

Speaker 1

他们的节点坏了,但事实就是如此。

Their nodes are broken, but that's that's what it is.

Speaker 1

所以目前看来,排名前四的矿池——Clover Pool和我从未听说过的Raw Pool,其实和Antpool这些没什么两样。

So, I mean, yeah, like, at the moment, those top the top four things you see them, Clover Pool and Raw Pool, which I've never heard of, are just the same again as Antpool and all that stuff.

Speaker 0

这基本上就像是一堆AWS转销商。

That's basically like a whole bunch of like, you'll see it's it's AWS resellers.

Speaker 0

对吧?

Right?

Speaker 0

所谓转销商就是你去找那些提供存储或其他服务的主机商购买服务。

Is or or resellers is you you go and you you buy from some hosting service that's got storage or one that does this.

Speaker 0

就像'我有10个不同主机',结果所有IP地址都指向AWS,他们只是批量购买亚马逊服务然后在网站上转售。

It's like, oh, I've got I've got, like, 10 different hosts, you go and, like, all IP addresses point back to AWS, and they're just buying, a big batch of Amazon and reselling it on a website.

Speaker 1

是啊。

Yeah.

Speaker 1

我昨天做了个表情包,用傻乎乎的维尼熊配文'矿池给其他矿池做模板'。

I mean, made a meme yesterday with the the retarded Winnie the Pooh just saying pools making pools making templates for other pools.

Speaker 1

这简直太尴尬了——就像Ubuntu和Fedora的下载链接全放在microsoft.com上一样。

That's just complete that's just embarrassing level of, like, just it would be like, you know, if if all the downloads for Ubuntu and Fedora and stuff were just on microsoft.com.

Speaker 1

这就像是,这是什么?

It's like, this is What?

Speaker 1

为什么我必须来这里下载这个?

Why do I have to go here to download this?

Speaker 1

这完全违背了这件事的核心理念。

This is completely against the whole ethos of the thing.

Speaker 1

是啊。

Yeah.

Speaker 1

嗯,这就是所谓的'拥抱、扩展、消灭'策略。

Well, that's embrace, extend, extinguish.

Speaker 1

对吧?

Right?

Speaker 1

这就是WSL(Windows子系统Linux)的套路。

That's what like, WSL, man.

Speaker 1

微软正试图吞并Linux。

Like, Microsoft is trying to eat Linux.

Speaker 1

他们确实是这样做的。

Like, they really are.

Speaker 1

他们已经吞噬了整个开源世界。

They've eaten the whole open source world.

Speaker 4

关于激励人们运行节点的方案。

On something to help motivate people to run nodes.

Speaker 4

我可以谈谈我最近在做的事情吗?

Is it okay if I talk about what I've been doing?

Speaker 4

是啊。

Yeah.

Speaker 0

听起来像个

So That sounds like a

Speaker 4

好主意。

great idea.

Speaker 4

全世界唯一真正重要的比特币价格。

The absolute only Bitcoin price that matters in the entire world.

Speaker 4

我几周前发布的那个更大更好的版本,现在运行得超级顺畅。

The, the bigger and better, version I released, like, a couple weeks ago, and it's working like a champ now.

Speaker 4

所以你必须运行一个比特币节点,这个程序才能正常工作。

And so you got to you have to be running a Bitcoin node for this program to to work.

Speaker 4

不过我想你可以直接问你朋友当前价格是多少。

And I I guess you could just ask your friend to tell you what the price is.

Speaker 4

UTX Oracle是个小Python脚本,你在节点所在机器的命令行窗口运行它,它会向节点请求区块数据,通过某种神奇算法从交易数据中计算出价格。

But so UTX Oracle, little Python script you run-in the command window on the same machine as your node, and it asks your node for a bunch of block data and it does some kind of magic math and gets the price out of out of the transactions.

Speaker 3

神奇算法?

Magic math?

Speaker 0

老兄,这很有趣。

So Dude, it's it's funny.

Speaker 0

真的很有趣。

It's funny.

Speaker 0

当你提到UTX Oracle时,虽然我已经凭直觉这么做了,但还是很神奇,你知道,这就是它能运作的原因。

Since when you talk about, like, UTX Oracle, I have literally even though I kind of already did this just because it's intuitive, you know, like, that's why it works.

Speaker 0

但我一直坚持一个观点,即便我要发送一笔奇怪的比特币零头金额,我也会把它分成最合理的几部分

But I have been I have actually made a point that even if I'm sending, like, a bizarre, like, an odd amount of Bitcoin, I actually break it up into sections that would be best

Speaker 3

为了UTX Oracle。

for UTX Oracle.

Speaker 3

就像我正在转移17,500枚这样。

So it's like I'm moving, like, 17,500.

Speaker 3

我会具体分成一万、五千、一千,然后剩下的零头。

I will literally do it in 10 thousand, 5,000, 1,000, and then, like, the change.

Speaker 3

就是觉得我要让UTXO Oracle变得更好。

Just feel like I'm gonna make I'm gonna make UTXO Oracle even better.

Speaker 4

我是说,这就像自然规律一样无法阻挡。

I mean, there's no way like, you think, like it's like a force of nature.

Speaker 4

你想想看,每天都有大约五万人发送整数金额的美元转账。

If you just think about there's like, what, 50,000 people every day that are sending round amounts of US dollars.

Speaker 4

你阻止不了这种事。

You can't stop that.

Speaker 4

你对此无能为力。

There's nothing you can do to stop that.

Speaker 0

是啊。

Yeah.

Speaker 4

与其... 是啊。

Instead Yeah.

Speaker 4

除非你愿意。

Unless you want.

Speaker 0

是啊。

Yeah.

Speaker 0

是啊。

Yeah.

Speaker 0

太疯狂了。

It's crazy.

Speaker 1

I

Speaker 0

知道。

know.

Speaker 0

有趣的是它居然能运行得这么好。

It's so funny that it works as well as it does.

Speaker 4

太疯狂了,老兄。

It's wild, dude.

Speaker 4

真的,太疯狂了。

Like, it's really wild.

Speaker 4

比如,我们是在2月28日录制的,当时市场大概跌了10%左右。

Like, I guess we're recording this on February 28, and we had, like, some 10% drops.

Speaker 4

它像冠军一样轻松应对了这些下跌。

It handled those drops like a champ.

Speaker 4

我有点担心,因为如果开盘价和收盘价相差太大,那么固定金额的美元对应的比特币数量会有很大波动。

I was a little worried because when the price in the beginning of the day is much different than the price at the end of the day, then, like, round amounts of US dollars are a wide range of Bitcoin amounts.

Speaker 4

所以你知道,算法显然更喜欢全天金额保持不变的情况。

And so that I you know, the the algorithm obviously likes it better if it's the same amount, the entire day.

Speaker 4

不过确实,我处理这些日常波动得心应手。

But, yeah, I've been handling those, daily drops like a champ.

Speaker 2

采样率是多少?

What's the sampling?

Speaker 2

就是...它的响应速度有多快,能对

Like like, what is it how quickly does it respond to the

Speaker 4

波动做出反应?

drops?

Speaker 0

是按区块更新的吗?

Does it update per block?

Speaker 0

它只是持续

It's just keep

Speaker 4

保持简单。

things simple.

Speaker 4

我只是提供每日价格,确实不可能在单个区块上运作。

I'm just providing a daily price and yeah, there's no way it could work on one block.

Speaker 4

我可以做到

I could do

Speaker 2

嗯,这正是我好奇的地方。

Well, that's what I was curious about.

Speaker 2

你能按小时区块处理吗?

Can you do it in hourly blocks?

Speaker 2

我不知道具体

I didn't know what

Speaker 4

如果你需要比特币的每小时价格,那么根据你的偏好会有很多工作要做,而且你可能不适合运行预言机。

If you need the hourly Bitcoin price, then you've got a lot of work on to your your preference, and you're probably not a good candidate to run the Oracle.

Speaker 4

或许我应该直接按月更新。

I I should maybe just make a monthly, actually.

Speaker 4

也许我应该反其道而行之。

Maybe I should go the opposite direction.

Speaker 4

那样的话,就绝对能确保万无一失。

That way, it would absolutely make sure.

Speaker 4

不。

No.

Speaker 4

我可以做一个滚动区块的方案,每出一个新区块就更新一次,取最近144个区块的数据——或者用最近100个区块可能也行。

I I could do a rolling block thing where just updated every block and did the last a 144 blocks or that'd probably work with the last a 100 blocks or something like that.

Speaker 4

但确实需要从你的节点调用相当多的区块数据。

But, yeah, it definitely needs it needs to call in quite a few blocks from your node.

Speaker 4

所以有时候运行起来要花四五分钟。

So it it takes, like, four or five minutes sometimes to run.

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