CRYPTO 101 - 第725期:为什么比特币的下一章远不止持有,与RootstockLabs一起探索 封面

第725期:为什么比特币的下一章远不止持有,与RootstockLabs一起探索

Ep. 725 Why Bitcoin’s Next Chapter Is Bigger Than Just Holding with RootstockLabs

本集简介

In this episode the Director of Institutional and Ecosystem at RootstockLabs Richard Green discusses the intersection of Bitcoin, DeFi, and institutional adoption. He explores how Rootstock is building on Bitcoin's security to enable smart contracts, DeFi applications, and capital market solutions, emphasizing Bitcoin's role as a long-term store of value and the future of Bitcoin-based finance. Check out Quince: https://quince.com/CRYPTO101 Check out Shopify: https://shopify.com/crypto101 Check out Mars Men: https://mengotomars.com Get my #1 altcoin pick for this month. Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916 Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916 Chapters 00:00 Introduction to the Crypto Landscape 03:59 Richard Green's Journey in Crypto 09:54 Rootstock Labs: Building on Bitcoin 11:52 Current Adoption and Market Position 20:14 Security and Scalability in Bitcoin Finance 28:52 Future Predictions and Institutional Adoption Subscribe to YouTube for Exclusive Content: https://www.youtube.com/@crypto101podcast?sub_confirmation=1 Follow us on social media for leading-edge crypto updates and trade alerts: https://twitter.com/Crypto101Pod https://instagram.com/crypto_101 Guest Links https://rootstock.io/ *This is NOT financial, tax, or legal advice* Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Fog by DIZARO https://soundcloud.com/dizarofr Creative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZARO Music promoted by Audio Library https://youtu.be/lAfbjt_rmE8 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Our Sponsors: * Check out Mars Men and use my code Mengotomars.com for a great deal: https://mengotomars.com Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

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I'll be honest.

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Once it gets hot out, I'm not trying to overthink outfits.

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我就想要舒服、透气,但又不至于看起来太随便的衣服。

I want something that's comfortable, breathable, and still looks like I tried a little bit.

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That's where Quince is coming for me, and I absolutely love their 100% linen drawstring pants with the matching short sleeve button down that I just got from Quince.

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真的,这正是我夏天最想要的穿搭。

Guys, it's exactly the kind of thing I want in the summer.

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穿上特别方便,一披就走。

Super easy to throw on.

Speaker 0

一点都不僵硬。

Doesn't feel stiff.

Speaker 0

也不觉得沉闷。

It doesn't feel heavy.

Speaker 0

透气性很好,看起来干净利落,又不会太正式。

It's breathable, and it looks clean without being too dressed up.

Speaker 0

穿上就像在度假,但完全不像临时胡乱打包的样子,整个夏天在家也能享受这种度假感。

It's basically vacation energy without looking like you packed in five minutes, and you can have that vacation energy all summer long at home as well.

Speaker 0

Quince 做的都是高品质的基础款,价格却不像奢侈品牌那样虚高。

Quince does high quality essentials without the luxury markup.

Speaker 0

他们家有亚麻、有机棉T恤、轻薄毛衣,全是日常真会穿的东西。

We're talking linens, organic cotton, tees, lightweight sweaters, all the stuff that you actually wear.

Speaker 0

他们的欧洲亚麻裤和衬衫特别适合夏天穿,价格也很合理。

Their European linen pants and shirts are a great warm weather upgrade, and the price is right.

Speaker 0

起步价只要34美元,价格确实是很大一个优势。

They're starting at just $34 and pricing is a big part of it.

Speaker 0

Quince 的东西比同类品牌便宜五到八成,因为他们直接跟有道德的工厂合作,省掉了中间环节。

Everything at Quince is 50 to 80% less than similar brands because they work directly with ethical factories and cut out the middleman.

Speaker 0

你付的钱是冲着品质去的,不是为品牌logo买单。

So you're paying for quality, not just the logo.

Speaker 0

而且他们的产品远不止服装。

And they go way beyond clothing.

Speaker 0

我之前跟你们聊过,我有多喜欢Quince的网站。

You've heard me talk about how much I love the Quince website.

Speaker 0

他们还有床品、炊具、沙发。

They have bedding, cookware, sofas.

Speaker 0

这种网站就是这样,你本来只想买一样东西,结果待了半天买了好多。

It's one of those sites where you go for one thing and end up staying for many more.

Speaker 0

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Elevate your summer wardrobe.

Speaker 0

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Go to quince.com/crypto101 for free shipping on your order and three hundred sixty five day returns now available in Canada too.

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记得去 quince.com/crypto101,享受免费配送和365天退换服务。

That's quince.com/crypto101 for free shipping and three hundred and sixty five day returns.

Speaker 0

quince.com/crypto10one

Quince.com/crypto10one.

Speaker 0

你有没有想过,有哪些经济力量在影响你的日常生活?

Are you curious about the economic forces shaping your daily life?

Speaker 0

NPR的《Planet Money》播客,能让你轻松听懂并爱上经济那些事儿。

The Planet Money podcast from NPR makes sense of the economy in ways you'll actually understand and enjoy.

Speaker 0

兄弟们,你们不是最爱听这些简报吗?

Guys, you love listening to the rundowns.

Speaker 0

我最近就常从这个NPR的《Planet Money》播客里获取信息,特别是现在霍尔木兹海峡局势紧张的时候。

I get some of that information from this NPR Planet Money podcast, especially recently with the war going on, the Strait Of Hormuz.

Speaker 0

你就能随时听到他们第一时间带来的最新动态。

You're just kinda getting those updates as they come from these guys.

Speaker 0

他们产出的内容真的特别精彩。

They put out a ton of awesome content.

Speaker 0

虽然和《Crypto 101》的角度不一样,但一样值得听。

It's a different perspective from Crypto one zero one, but still a great listen.

Speaker 0

如果你对时事和金融世界感兴趣,不妨去听听《Planet Money》播客。

So go over there and check out the Planet Money podcast if stuff like current events and the finance world interest you.

Speaker 0

Planet Money 的每个故事都从一个问题开始。

Each story on Planet Money starts with a question.

Speaker 0

最近几期节目问了为什么宝可梦卡片的价格涨得比你的退休金还快。

Recent episodes ask why Pokemon cards are growing faster than your retirement count.

Speaker 0

关于战争的问题,就像我们最近在节目里经常聊的那样。

Questions about the war, just like we talked about recently a lot on our program.

Speaker 0

从就业市场到股市,再到超市里的物价,Planet Money 都给你讲得明明白白。

From the job market to the stock market to prices at the supermarket, Planet Money explains it all.

Speaker 0

Planet Money 打造了一个不一样的世界,在这里复杂的经济变得清晰易懂,真实的人的故事取代了枯燥的理论,让你边学边笑边享受。

Planet Money is a different kind of world where the complex economy somehow makes sense, where human stories supersede abstract theories so you can learn, laugh, and be entertained.

Speaker 0

这是经济学,但接地气得很。

It's econ, but just down to earth.

Speaker 0

主持人为了讲清经济,常常想出各种稀奇古怪的办法。

The hosts go to unusual lengths to explain the economy.

Speaker 0

他们还出了一本书,专门追踪全球供应链。

They've published their own book to track the global supply chain.

Speaker 0

他们甚至发射了一颗卫星,只为弄清楚私营航天业的经济逻辑。

They've shot a satellite into space to understand the economics of the private space industry.

Speaker 0

他们潜入一场现场图书拍卖,展示创意是如何进入市场的。

They've gone inside a live book auction to show how ideas get to market.

Speaker 0

这档节目让你边学边笑,听完后看世界的眼光都不一样了。

It's the kind of show where you learn something, probably laugh and walk away seeing the world a little differently.

Speaker 0

如果你喜欢《加密货币入门》,那一定会爱上《Planet Money》。

And I think if you like Crypto one zero one, you'll enjoy Planet Money.

Speaker 0

不妨去听听看。

So maybe check that out.

Speaker 0

关注NPR的《Planet Money》播客,了解金钱如何塑造这个世界。

Follow NPR's Planet Money podcast and understand how money shapes the world.

Speaker 1

好了,各位。

Alright, everybody.

Speaker 1

欢迎回到《加密货币入门》的又一期节目。

Welcome back to another episode of the Crypto one zero one podcast.

Speaker 1

我是你的联合主持人布莱斯·保尔,一如既往地和我来自远方的好友布伦丹·维曼一起主持。

I'm your cohost, Bryce Paul, as always joined by my good buddy, Brendan Veeman from across the great, great land.

Speaker 1

最近怎么样,老兄?

How are you doing, man?

Speaker 2

布莱斯,我状态不错。

You know, Bryce, I'm doing great.

Speaker 2

我状态不错。

I'm doing great.

Speaker 2

最近加密货币行情回暖,我挺兴奋的。

Crypto's getting a bump here, so I'm pretty excited about that.

Speaker 2

这种时候真没什么好抱怨的。

It's hard it's hard to complain at a time like this.

Speaker 2

对吧?

Right?

Speaker 2

加密货币又开始回升了。

Crypto's headed back upwards.

Speaker 2

牛市正在重新掌控局面,现在进入加密领域正合适。

The bulls are retaking control, so good time to be here in crypto.

Speaker 1

太棒了。

I love it.

Speaker 1

希望在家观看的各位观众,今天都充满期待。

Well, I hope everybody who's at home watching, is excited for today's episode.

Speaker 1

今天我们请到了来自 RootstockLabs 的理查德·格林,他非常出色。

We've got Richard Green, who is incredible working at RootstockLabs.

Speaker 1

他是机构业务的负责人,全面负责相关事务。

He's the managing director of institutions and all around.

Speaker 1

非常高兴你今天能加入我们。

Really, really excited to have you join us today.

Speaker 1

理查德,你最近怎么样?

So, Richard, how are you doing?

Speaker 3

是的。

Yeah.

Speaker 3

很好。

Very well.

Speaker 3

谢谢。

Thank you.

Speaker 3

还不错。

Not too bad.

Speaker 3

就像布兰登说的,现在是参与加密货币的好时机,无论早上醒来还是晚上睡觉前想到这点都让人开心。

As as Brendan said, it's a it's a good day to be in crypto, which is always a a good thing to to wake up to or to go to sleep to.

Speaker 3

所以我非常高兴能来这里和大家聊聊这个话题。

So I'm super happy to be here to chat about it.

Speaker 1

相比第四季度和第一季度的艰难情况,第二季度开局明显好多了。

Much better, start to q two here than we had in in definitely q four, and and q one was pretty brutal as well.

Speaker 1

不过我们马上要聊一些更积极的内容,比如RootstockLabs正在打造的东西。

But we're gonna go ahead and get into some really positive things, on RootstockLabs, what you guys are building.

Speaker 1

但在那之前,我想先让大家更了解你。

But just first wanted to get acquainted with you, the audience.

Speaker 1

跟我们说说你是谁吧。

Let us know who you are.

Speaker 1

你一直在金融科技领域深耕,特别是在金融科技、稳定币、金融和市场这些交叉领域,已经十多年了。

I mean, you've been, you know, building in fintech, kind of at the intersection of fintech, stablecoins, finance, markets for for well over ten years.

Speaker 1

所以我们想简单了解一下你的背景,以及你为什么选择加入Rootstock,跟机构合作。

And so we just wanna get a little sense of who you are and and why you decided to work with institutions at Rootstock.

Speaker 3

是的。

Yeah.

Speaker 3

当然。

Absolutely.

Speaker 3

谢谢你的介绍,Bryce。

Thanks for that, Bryce.

Speaker 3

正如你所说,我的职业生涯是从传统金融、数据和技术领域开始的,当时在彭博工作。

Like you say, I I started my career in the more traditional finance, data, tech side of things at Bloomberg.

Speaker 3

我在那里待了大约十年,从管理欧洲的客户支持团队,到向银行、券商和高频交易团队销售数据和交易系统,什么都干过。

Spent ten or so years there going through everything from managing their customer support teams in Europe to selling their data and, trading systems throughout banks and brokers and, HFT desks and things like that.

Speaker 3

大约十年后,我开始觉得外面或许还有别的东西,这个想法主要来自彭博的外汇业务,还有稳定币。

And then about ten years into that journey, I, I realized there might be something else out there, and and that kinda came about a little bit, predominantly through the FX side of the Bloomberg business, and then stablecoins.

Speaker 3

所以我第一次看到两者的交集,是因为当时在交易所里,大家越来越多用它来做外汇交易,也开始出现一些疑问。

So that's where I first saw the overlap because, you know, you're seeing it a lot more being used in exchanges, people were using it for FX trading, and there started to be a few questions around it.

Speaker 3

但我其实并不是那样的人。

And so I was actually never that.

Speaker 3

每次聊到这个话题,我都特别希望我能说,我2010年就入局了,还经历过比特币一美元、十美元的时候,可惜我没赶上。

I would love to whenever I speak about this, I would love to be that person who said, you know, I got into crypto in 2010 and have that story of I missed out on the $1 or $10 or whatever Bitcoin price.

Speaker 3

对我来说,我是比较晚才加入的,稳定币才是我接触这个领域的起点。

For me, I was a little bit of a a late joiner to the party, and stablecoins were my introduction to that.

Speaker 3

于是我转投了Circle,很幸运成为欧洲团队的首批员工之一。

And so I, I moved over and joined Circle, and was very fortunate to be, one of the first hires out in Europe.

Speaker 3

我们当时在推动那边的业务,真的很棒,因为那正是前沿阶段,开始有人接受了。

So we were looking at building out what we're doing there, And and it was amazing because we were it was frontier, it was starting to get adoption.

Speaker 3

所以对我们来说,接下来就是怎么让更多人用上稳定币,把它带进主流视野。

And so for us, it was then about obviously getting people to use stable coins and getting that into mainstream.

Speaker 3

这个我们待会儿可以再细聊。我们的策略一直在变,一开始我们以为客户主要是企业,后来发现交易台这类机构也是重点。

And I we can talk about this a little bit later, but the, you know, the strategies that we use constantly changed because first we thought it might be to do with corporations and then we thought it might be to do for trading desks and things like that.

Speaker 3

不过,真正让我深入比特币领域、并加入 RootstockLabs 的原因,是我在 Circle 工作时,亲眼看到来自拉美、撒哈拉以南非洲等新兴市场的用户在使用稳定币。这让我意识到,大家想要的其实不仅仅是美元,还有其他的替代方案。

And but the the thing that then took me further into into the Bitcoin side and with RootstockLabs was as I was at Circle, I was seeing went and saw in real life people using stablecoins from emerging markets, Latin America, Sub Saharan Africa, and things like that, and and really started to feel, well, actually, there's there there might be another alternative here to to people wanting dollars because not everybody wanted dollars.

Speaker 3

其实我很久以前就接触过比特币了,但后来我才真正看清它的用途:它不只是用来交易或博取价格上涨的工具,对于那些身处恶性通胀地区、需要一种不受政府控制资产的人来说,比特币是更好的选择。

And then, obviously, had been introduced to Bitcoin a long, long time before that, but then really started to see the application of of what Bitcoin Bitcoin could be for, not just for trading, not just for price appreciation for the but those people in areas of massive inflationary pressure who needed something that was separate or government controlled.

Speaker 3

这也是我最终加入 RootstockLabs,并开始在机构业务领域深耕的原因。

And so that's what ended in me in me joining RootstockLabs then being on the institutional side as well.

Speaker 3

而且,我们会再深入聊聊,比如机构投资者正在涌入比特币市场,我们该怎么抓住这个机会,又该如何为他们搭建相应的基础设施。

And, again, we'll go into more detail, but about, well, the institutions are coming for Bitcoin and how how do we harness that and how do we build out a an infrastructure for them.

Speaker 2

对。

Yeah.

Speaker 2

我想接着你刚才提到的在 Circle 工作的经历继续聊。

And I wanna write off that because I just heard you talk about how you were working at Circle.

Speaker 2

Circle 的业务重心显然更偏向稳定币。

Obviously, Circle is a little bit more stablecoin focused.

Speaker 2

我觉得你甚至可以说,它更偏向于其他币种一些。

I think you could even say maybe a little bit more altcoin kind of focused.

Speaker 2

但你现在在Rootstock做的事,明显更偏向比特币为中心的方向。

But with what you're doing at Rootstock now, you're leaning into a little bit more of a Bitcoin centered approach.

Speaker 2

是什么让你转向更专注于比特币,而不是稳定币或其他加密领域呢?

What made you lean in to being more Bitcoin centric as opposed to stablecoins or any other area of crypto?

Speaker 3

是的。

Yeah.

Speaker 3

对我来说,最主要的是它的技术层面。

I I I think the the main thing for me was the technology aspect of it.

Speaker 3

并不是比特币代币本身,也不是它的价格之类的因素。

So it wasn't necessarily the Bitcoin, you know, token or the Bitcoin actual price or anything like that.

Speaker 3

而是比特币的区块链。

It was the Bitcoin chain.

Speaker 3

我看到了在上面做支付路由、处理容量这些事的可能性,当然,比特币的容量问题也存在,不过这个我们以后再细聊。

And so seeing the ability of what you could do on that with things like routing payments, the capacity, and then, you know, there's obviously questions around Bitcoin capacity, but again, can go into.

Speaker 3

对我来说,关键在于我个人认为稳定币应该基于比特币的网络运行,因为从很多方面来看,比特币网络都是稳定币最合适的底层。

It it was for me, the the the fact that my personal views are stablecoins should sit on Bitcoin rails because it for many different reasons, it's the it's the great place for stablecoins to sit.

Speaker 3

一方面是技术层面,另一方面正如我所说,也因为我看到了不同地区人们真正的需求。

So there was the technology side, and then like I say, a lot of it was just to do with seeing what people needed in different parts.

Speaker 3

确实有一些新兴市场需要美元,或者希望获得美元,但也有不少新兴市场和政府不允许人们持有美元,他们不希望你拥有美元,对货币实施严格管控。

So there are obviously those emerging markets who need dollars or want access to dollars, but there are many emerging markets and governments who won't permit you to have dollars, so they don't want you to have dollars, and there's a tight monetary control over things.

Speaker 3

所以,这成了一个特别有意思的方向。

And so it was a super interesting place to go.

Speaker 3

我们来深入探讨一下。

Let's go deeper into that.

Speaker 3

对我自己来说,我能从中发展出什么?又能学到些什么?

Let's see what what is for myself, what can be grown out, and what can I learn about it?

Speaker 3

当然,你别误会我的意思。

And look, don't don't get me wrong.

Speaker 3

我觉得稳定币很有前景。

I think stablecoins are bright.

Speaker 3

我觉得这背后有一个巨大的应用场景,目前最广泛的使用主要集中在支付领域。

And I think that there's a massive use case, and that's the biggest adoption in terms of, you know, the the the payment side of things at the moment.

Speaker 3

但比特币这一侧提供了一种既相似又不同的视角,帮助我们理解为什么人们会使用稳定币,这一点让我特别感兴趣。

But the Bitcoin side offers it offers an alternative, similar, and contrasting view to all of those different parts of why you'd use stablecoins, and I and I found that really interesting.

Speaker 1

是的。

Yeah.

Speaker 1

太棒了。

Super cool.

Speaker 1

能跟我们说说 Rootstock 是怎么找到自己的定位的吗?

And so tell us a little bit about kind of, you know, how Rootstock has found a niche.

Speaker 1

你们到底在做些什么,跟其他竞争对手有什么根本不同?

You know, what is it that you guys are building that's really different from a lot of these other competitors?

Speaker 1

就像你刚才说的,你们并没有推出什么新币种。

Because like you said, you're not, you know, launching some new coin.

Speaker 1

也没有推出什么稳定币。

You're not launching some stablecoins.

Speaker 1

你们也不是在挖比特币。

You're not mining Bitcoin.

Speaker 1

所以很多人其实都在想,你们到底是一家什么样的公司?

So people really are thinking like, well, what, you know, what kind of company are you?

Speaker 1

你们是一群开发者吗?

Are you a bunch of developers?

Speaker 1

能不能给我们简单介绍一下整体情况?

Are you you know, kinda can you give us the high level?

Speaker 3

是的。

Yeah.

Speaker 3

当然。

Absolutely.

Speaker 3

Rootstock Labs 成立于2018年2月,它是一个区块链,但属于比特币的二层侧链。

So Rootstock Labs was founded 02/2018, and it is a it's a blockchain, but it is a a layer two of side chain.

Speaker 3

这些术语经常被混用,但其实它们并不一样,不过我就不细说了。

And those terms get used interchangeably, but they are actually different, but I I won't go into the differences.

Speaker 3

但我们是区块链的贡献者,属于底层基础设施的建设者。

But we are contributors to the blockchain, so we are the infrastructure builders.

Speaker 3

我常把二层网络或侧链比作高速公路。

And the way that I like to think about layer two or a side chain is in like a motorway or a highway.

Speaker 3

想象一条八车道的高速路,车流顺畅,运行得非常好。

You've got a big lane highway, eight lane highway that's been built, and cars are going along it and it's great and it works really well.

Speaker 3

但随着车越来越多,道路就开始有点堵了。

But then more and more traffic goes along it and then it starts to slow down a little bit.

Speaker 3

于是你可能会建一条立交匝道,让一部分车从上面绕行。

And so then you might build an off ramp or an off road that goes over the top, and that is going to how allow for some traffic to go over the top of it.

Speaker 3

而且通过这条绕行路线,可能还要收点费用。

And maybe there's a fee that's charged to go over that.

Speaker 3

或者可能会有其他什么机制。

Or maybe or there's a something.

Speaker 3

是的。

Yeah.

Speaker 3

没错。

Absolutely.

Speaker 3

对。

Right.

Speaker 3

收费公路也好,有其他原因选择走这条路也好,但这条路线始终是建在主公路之上的辅助通道。

Toll road or there's a differing reason that you'd take that that road for what for whatever reason, but it's still operating off and above the main highway that sits below it.

Speaker 3

然后你继续行驶,最终再汇入主公路。

And then afterwards, you drive along and you come back onto the main highway.

Speaker 3

所以这些二层网络就像那些匝道或收费公路,不过显然,这里的‘过路费’不太一样,通常要便宜得多。

And so those layer twos are kind of those off ramps, so those toll roads, but, I mean, obviously, the tolls are kind of different and they're usually cheaper on these.

Speaker 3

但它们的设计初衷是为了提升原有的主链性能。

But they're designed to be built to to improve the main chain that was there.

Speaker 3

因此,RootstockLabs在创立之初,核心理念就是比特币才是真正的资产。

And so RootstockLabs, when it was being founded, the the idea was that Bitcoin is the the the true asset.

Speaker 3

它是最纯粹、最干净的数字货币。

It is the most pristine as a, you know, as a coin.

Speaker 3

它是最纯粹的抵押资产形式。

It is the most pristine form of collateral.

Speaker 3

但它有个问题,就是不兼容EVM,而EVM是以太坊上的东西。

However, one of the problems with it is it's not EVM compatible, which is, you know, what is on Ethereum.

Speaker 3

简单来说,你可以在上面写条件语句。

And very simplistic way of saying, you can write if statements on it.

Speaker 3

如果发生某种情况,就通过智能合约执行对应操作。

If this happens, do this via smart contracts.

Speaker 3

如果我收到货物,链上就应该触发相应动作。

If I receive delivery of goods, then this should occur on the chain.

Speaker 3

因此,RootstockLabs的创始人率先实现了比特币对EVM的兼容支持。

And so the the founders of RootstockLabs built the ability Phil were the first to build the ability of EVM compatibility on Bitcoin.

Speaker 3

所以这样一来,它就

So what that then Is it is

Speaker 1

其实就是在比特币上构建了智能合约。

it also like smart you know, you built smart contracts on top of Bitcoin.

Speaker 1

这么说对吗?

Is that kind of the the way to think about it?

Speaker 1

让它变得更可编程、更易扩展?

Makes it more programmable and extensible?

Speaker 3

没错。

Exactly.

Speaker 3

就是在比特币上运行智能合约。

It's smart contracts on top of Bitcoin.

Speaker 3

这样你就同时拥有了以太坊的全部编程能力,以及比特币作为真正原始抵押品的优势,还有比特币链的安全性。

So then you have all the programmability that Ethereum offers with the true pristine collateral of Bitcoin and the security of the Bitcoin chain.

Speaker 3

比特币链上的所有特性,你都能继承。

Everything that the Bitcoin chain has, you inherit.

Speaker 3

RootstockLabs 的目标正是如此,而且至今仍在坚持。

And that's what RootstockLabs aims to do and still does.

Speaker 3

它想提供一种替代方案,但尽可能贴近主链,也就是第一层。

It aims to offer an alternative but be as close to the main chain, the layer one as possible.

Speaker 3

这样一来,开发者和想利用智能合约功能的人就能使用比特币,同时在上面构建去中心化应用,比如交易、去中心化交易所、借贷平台,还有其他各种DeFi服务。

And so what that allows for is for developers and for people, who who want to build things with that smart contract ability to use the use Bitcoin, but be able to build dApps on top, you have trading, DEXs, loan books, and things like that, all within the DeFi space.

Speaker 3

Rootstock 就是这么搭建出来的。

And so, you know, Rootstock built that.

Speaker 3

而我们现在专注的,是 MoveTo 的机构业务方向,这部分正是我和我的团队负责的。

And then where is MoveTo and what we're focusing on the on at the moment is obviously the institutional side of business, which is which is where I and the team come in.

Speaker 3

我们认为,机构对比特币的需求显然非常大。

And, you know, I think our view there is that there is obviously a big demand for institutions looking at Bitcoin.

Speaker 3

他们想要什么,我们就不展开细说了。

They want we won't go into for more detail.

Speaker 3

他们想要收益。

They want yield.

Speaker 3

就像普通企业在外头运作一样,他们也可能希望用比特币作为抵押来获得贷款。

They might want loans against their Bitcoin coin as any normal business would operating outside of bit coin.

Speaker 3

但他们也希望,能同时继承比特币本身带来的所有优势。

But they they want to then also think about, well, how can I inherit everything that came from bit coin itself as well?

Speaker 3

那我该怎么确保自己是在比特币链上呢?

And how can I make sure that I'm on that the Bitcoin chain?

Speaker 3

所以我们跟这些机构合作,帮他们了解在Rootstock区块链上能做什么,这正是我们的核心目标。

And so we work with those institutions to basically educate them on what you can do on the Rootstock blockchain, and and that is our core goal.

Speaker 3

我们希望吸引各类机构,无论是寻求收益的资产管理公司、家族办公室,还是DATCO,或者只是把比特币记在资产负债表上的普通支付公司,他们都希望获得传统金融里那些资本市场的工具。

So we want to bring, whether it be asset managers, family offices who are looking for yield, whether it be a DATCO, or whether it be just a simple payments business with Bitcoin on their balance sheet, would come and say, we want access to capital markets tools, ones that we used to in TradFi, ones that we used to outside of that.

Speaker 3

从RootstockLabs这边,我们会主动寻找提供这些服务的合作伙伴,要么帮他们接入区块链,要么协助他们从零开始开发。

And we, from the RootstockLabs side, will go out and find partners who offer those to integrate onto the blockchain or want to build from scratch.

Speaker 3

随着未来发展,RootstockLabs也会开始自己提供这类服务,比如通过金库类产品,我们发现市场上存在一些未被满足的需求——比如比特币矿工就长期被忽视。

And as we're moving into the future, RootstockLabs will also start to offer those kinds of will start to be contributing to those kinds of solutions as well through vault products where we can actually see, okay, there is a gap in the market where a let's say, miners, Bitcoin miners are being underserved.

Speaker 3

比特币矿工手上有大量比特币。

Bitcoin miners have a lot of Bitcoin.

Speaker 3

他们手头现金紧张,却想用比特币作为抵押来融资。

They're dollar poor, and they want to use their Bitcoin as collateral.

Speaker 3

那我们该怎么设计并推出合适的产品来满足他们?

So how do we build and offer something to that?

Speaker 3

所以从机构端来看,我们未来也在朝这个方向努力。

So that's what we're building towards from the institutional side as well in in in the future.

Speaker 0

明白了。

Alright.

Speaker 0

加密货币入门,兄弟们。

Crypto one zero one fam.

Speaker 0

我从不提起的一段经历是,大学时我曾打过一级联赛的美式足球。

A story I don't talk about at all is back in college, I played college football at a division one level.

Speaker 0

那时候我想吃啥就吃啥,去健身房、按计划训练,身材一直保持得很好。

Back then, I could eat whatever I want, hit the gym, do the program, and stay in great shape.

Speaker 0

根本不用特意去操心。

I didn't even have to think about it.

Speaker 0

现在我年纪大了,三十多岁,情况完全不一样了。

Now that I'm older, in my thirties, it's a totally different story.

Speaker 0

要说谁最欣赏老爸身材,那肯定是我了。

And nobody loves a good dad bod more than me.

Speaker 0

但夏天快到了,我在想是不是该稍微减点脂了。

But with the summer coming up, I was thinking maybe I should lean out a little bit.

Speaker 0

我和朋友们就开始研究怎么才能做到这一点。

And my friends and I started looking into how we could achieve this.

Speaker 0

我们不想走肽类或者睾酮注射那条路,动不动就得打针,太麻烦了。

And instead of going down this peptide route or testosterone route where you gotta do all these needles and stuff, we didn't wanna do that.

Speaker 0

我们想找点更自然的方法,结果就发现了Mars Men。

We were looking for something more similar and so that's where we found Mars Men.

Speaker 0

人年纪大了,肌肉流失得快,脂肪也更容易堆起来,主要原因就是睾酮水平下降。

Listen, you lose muscle faster and store more fat as you get older, and a big reason for that is testosterone.

Speaker 0

大多数男性三十岁出头就开始掉水平,这让你更容易长胖,尤其是肚子上。

Most guys levels start dropping in their early thirties, and it makes it easier to gain fat, especially around the midsection.

Speaker 0

脂肪越多,身体就把越多的睾酮转化成雌激素。

And the more fat you gain, the more your body converts testosterone into estrogen.

Speaker 0

这就成了个恶性循环。

It just makes it a never ending cycle.

Speaker 0

但Mars Men是一种天然补充剂,能帮助维持健康的睾酮水平,让你的身体更高效地燃脂和增肌。

But Mars Men, it's a natural supplement designed to support healthy testosterone levels, helping your body burn fat and build lean muscle more efficiently.

Speaker 0

不含那些奇怪的兴奋剂,只用了通加达利、锌和硼这类成分。

No weird stimulants, just ingredients like tonga dali, zinc, and boron.

Speaker 0

我有几个朋友一直在吃这个。

Listen, I have friends that have taken this.

Speaker 0

他们说精力更稳定了。

They're saying they have more consistent energy.

Speaker 0

健身时力量也提升了。

They're stronger in the gym.

Speaker 0

注意力更集中,体脂也稍微降下来了。

They have better focus, and they're leaning out a little bit as well.

Speaker 0

食欲没那么旺盛了,恢复得更快,整体状态好了不少。

Less cravings, better recovery, just more dialed in overall.

Speaker 0

如果你感兴趣想试试,这个东西完全不用打针、打激素那些麻烦事。

And listen, if you're interested in trying this, it's something that again, you don't have to worry about needles and shots and peptides.

Speaker 0

就一颗药丸而已。

It's just a pill.

Speaker 0

直接送到你家,还提供90天无理由退款,完全没风险。

It's delivered to you, and there's a ninety day money back guarantee, so there's no risk at all.

Speaker 0

超过91%的用户都说精力更充沛了,评价都摆在那儿呢。

Over 91% of users report higher energy and the reviews speak for themselves.

Speaker 0

限时优惠,我们的听众能终身享受五折,包邮,还送三份赠品,去 men go to mars.com 就行。

For a limited time, our listeners get 50% off for life, free shipping, and three free gifts at men go to mars.com.

Speaker 0

就是 mengo to mars.com,下单就五折,再送你三样礼品。

That's mengo to mars.com for 50% off, three free gifts when you check out.

Speaker 0

在亚马逊上也能买到。

And it's also available on Amazon.

Speaker 0

买完之后,他们会问你是从哪儿听说的。

After you purchase, they will ask you where you heard about them.

Speaker 0

麻烦支持一下我们的节目,告诉他们你是从 Crypto one zero one 听到的。

Please support our show and tell them Crypto one zero one sent you.

Speaker 0

再次提醒,限时优惠,我们的听众可享受终身五折、免运费,外加三份免费赠品。

Again, for a limited time, our listeners get 50% off and free shipping for life plus three free gifts.

Speaker 0

前往 mengotomars.com。

Go to mengotomars.com.

Speaker 0

就是 men go to mars.com,结账时享受五折优惠,还能得到三份免费赠品。

That's men go to mars.com for 50% off and three free gifts when you check out.

Speaker 0

另外,也可以在亚马逊或其他购买渠道下单,记得告诉他们是由 Crypto one zero one 推荐的。

Also, check them out on Amazon and wherever you purchase it, tell them Crypto one zero one sent you.

Speaker 0

你知道什么最拖慢团队进度吗?

You know what slows teams down more than anything?

Speaker 0

不一定是人手不足、预算不够,甚至也不是工具本身的问题。

It's not always headcount budget or even the tools themselves.

Speaker 0

真正的问题是,工作的方式只存在于某个人的脑子里,从来没人写下来。

It's when the way work gets done lives in someone's head and never actually gets documented.

Speaker 0

一旦有新人加入、新系统上线,或者同事离职,大家就开始各自为政,做同一件事用不同的方法。

Then someone new joins, a new platform gets rolled out, or a teammate leaves, and suddenly everyone's doing the same process in a different way.

Speaker 0

这正是今天赞助商Scribe要解决的问题。

That's exactly the problem today's sponsor, Scribe, was built to solve.

Speaker 0

Scribe是一个工作流AI平台,能实时捕捉任何操作流程,并自动生成分步骤的文档。

Scribe is a workflow AI platform that captures any workflow in real time and turns it into a step by step documentation automatically.

Speaker 0

你只要打开浏览器插件,像平常一样操作,Scribe就会自动记录下每一个点击、每一步操作和截图,生成完整指南。

You just turn on the extension, do the process like you normally would, and Scribe builds the guide as you go, capturing every click, step, and screenshot.

Speaker 0

它已经获得超过八万家企业的信赖,包括近一半的财富500强公司。

And it's already trusted by over 80,000 enterprises, including nearly half of the Fortune 500.

Speaker 0

我们团队是远程办公的,我确实多次不得不反复向同事解释同样的设置或流程,每次都觉得这事儿早该写下来才对。

With our team being remote, I have definitely had moments where I've had to explain the same setup or process more than once to a colleague, and it always feels like something that should have been documented the first time.

Speaker 0

用Scribe,原本要花几个小时写文档、截屏、整理的工作,一分钟内就能准备好分享。

With Scribe, what could take hours of writing, screenshots, and cleanup can be ready to share in under a minute.

Speaker 0

Scribe还能自动屏蔽截图中的敏感信息,比如姓名、邮箱和账号号码。

Scribe also automatically redact sensitive information like names, emails, and account numbers from screenshots.

Speaker 0

管理员可以统一设置规则,确保团队里没人漏掉这些安全细节。

Admins can enforce that across the team so nothing slips through the cracks.

Speaker 0

而且,任何遵循这个流程的人,都能实时看到屏幕上指引,明确告诉你该在哪个地方点击。

Plus, anyone following the process can get real time on screen guidance showing exactly where to click inside the actual tool.

Speaker 0

Scribe 不只是记录工作流程。

And Scribe doesn't just document workflows.

Speaker 0

它还能用人工智能建议如何优化流程,帮你发现重复的步骤、瓶颈,以及可以简化的地方。

It uses AI to suggest ways to improve them, helping you spot redundant steps, bottlenecks, and places to simplify.

Speaker 0

要预约个性化的企业演示,请访问 scribe.how/crypto10one。

To book a personalized enterprise demo, visit scribe.how/crypto10one.

Speaker 0

网址是 scribe.how/crypto10one。

That's scribe.how/crypto10one.

Speaker 2

是的。

Yeah.

Speaker 2

我很好奇。

I'm curious.

Speaker 2

这方面目前的使用情况怎么样?

What does the current adoption look like in this side?

Speaker 2

我之前做了一些调研。

I was doing some research before this.

Speaker 2

我注意到你们Rootstock在比特币金融领域占据了大约30%的份额,也就是专门针对比特币的DeFi,这确实很了不起。

I saw that you all over at Rootstock have about 30% of all Bitcoin Fi or BTC Fi, right, which is like a play on DeFi except for Bitcoin exclusively, which is pretty impressive.

Speaker 2

那目前的使用情况怎么样?用户增长和普及程度如何?主要都是谁在用?

But what is the current, like, rate or look in terms of traction and adoption and and who is using this?

Speaker 3

是的。

Yeah.

Speaker 3

没错。

Absolutely.

Speaker 3

你提到的这个数字完全正确。

So you're absolutely right with that number.

Speaker 3

我们确实占据了这个市场约30%的份额,过去几个季度,我们的总锁仓价值一直维持在两亿五千万到三亿美元之间。

We we we hold about 30% of that market, and our TVL is, you know, ranging over the past couple of quarters around 250 to $300,000,000 in TVL.

Speaker 3

举几个实际的例子,我们有一个合作伙伴叫Mercado Bitcoin,是拉美地区一家大型交易所。

And to give you some use cases and and and real life examples, we have a partner, Mercado Bitcoin, and they are a large Latin American exchange.

Speaker 3

他们正在提供真实资产代币化服务,比如房地产或债券这类资产。

And they are offering tokenized RWA, real world assets.

Speaker 3

可能是代币化的国库券,或者其他类似的产品。

So it might be tokenized treasury bills and things like that.

Speaker 3

他们已经在Rootstock区块链上发行了四千万美元的代币化资产。

And they've minted $40,000,000 worth onto the Rootstock blockchain.

Speaker 3

现在你可以看到,BTCFi领域正在增长,同时与比特币关联的真实资产赛道也在兴起。

So you're starting to see the the r the BTCFi side growing, but also the RWA side connected to Bitcoin.

Speaker 3

人们希望用自己的比特币来参与这类投资机会。

So people wanting to use their Bitcoin to gain access to things like that.

Speaker 3

我们还与Midas、Mello和Tear Capital等合作伙伴建立了整合关系。

And so we also have partners integrated, the likes of Midas, Mello, and Tear Capital.

Speaker 3

他们是资金托管方,提供代币化的对冲基金策略或链上投资方案。

They're vault providers, and they offer tokenized, could be hedge fund strategies or tokenized on chain strategies.

Speaker 3

这些项目的总锁仓价值已经达到了约十亿零二十万美元。

And those, again, are in the kind of $1,020,000,000 TVL mark.

Speaker 3

所以我们现在在用户增长方面已经到了一个关键阶段。

So the the what we are at a stage in terms of traction.

Speaker 3

我们目前的业务数据正在稳步上升。

It's it's we are at a stage where we are growing in terms of our numbers.

Speaker 3

但更值得关注的是,背后已经有不少企业主动找上门,想参与进来,或者希望配置资金。

But what we're seeing from behind the scenes as well is a number of businesses coming to us and saying we want to do something or we want to allocate capital.

Speaker 3

他们问:我们该从哪里入手?

Where can we do that?

Speaker 3

有没有什么可行的解决方案?

Or what could the solution be towards that?

Speaker 3

至于具体是谁——虽然不能多说,但确实有来自亚洲和欧洲的大型机构在关注。

Whether that be, you know and and without being able to shed kinda too much in regards to this, very large players within Asia or very large players within Europe.

Speaker 3

他们的意思是,Rootstock Labs 和 Rootstock 提供的链上资本产品和金融市场工具,让他们非常看好。

And and and their point is we we like what we're seeing happening from the RootstockLabs side and the Rootstock side, in terms of offering on chain capital product capital market products.

Speaker 3

他们想行动起来。

We wanna do something.

Speaker 3

你能帮我们理清一下,这可能会是什么样子吗?

Can you help guide us in what that could look like?

Speaker 3

接下来,我们就在讨论,你们在 Rootstock 链上能做些什么,你们的产品在这方面又能怎么发展?

And then, you know, that's where we are talking about what can you do on the Rootstock chain, what could you be doing in terms of your own product and that that aspect of things?

Speaker 3

市场上也有大量的承诺和需求在涌来。

So there's a large amount of commitments and demand coming from the market as well.

Speaker 2

对。

Yeah.

Speaker 2

这说得通。

That that makes sense.

Speaker 2

所以,我理解的是,你们的意思是:

And so, basically, what what I'm getting from this is that you guys are saying, hey.

Speaker 2

我们知道比特币是第一个区块链。

We know that Bitcoin is the first blockchain.

Speaker 2

它也是最大的一个。

It's the largest one.

Speaker 2

它从未下线过。

It's never been offline.

Speaker 2

自诞生以来,它的记录一直完美无缺,而这正是你吸引的那类人群。

It has, you know, basically a perfect track record since inception, and that's who you're appealing to this.

Speaker 2

你说的是,要找一个真正去中心化、历史记录完美、知名度和声誉都和比特币相当的项目,你目标的用户群体就是这样的,我觉得很合理。

As you're saying, let's get something that is truly decentralized, that has this perfect track record, that is as well known and has as good of a reputation that Bitcoin has, and you're saying that's kind of the people that you're pitching this to, which I think makes sense.

Speaker 2

我觉得加密货币领域很重要的一点是,我们一直主张,

I think one of the big things in crypto is we're big advocates of saying, hey.

Speaker 2

要提供多种选择,让用户自己决定要什么。

Let's build all these different options and let the people decide what they want.

Speaker 2

想用以太坊的人,完全可以。

So, you know, if people wanna use Ethereum, they can.

Speaker 2

想用索拉纳的人,也完全可以。

If people wanna use Solana, they can.

Speaker 2

但我觉得,如果有人想用比特币,也应该有这个选择,因为确实有很多人觉得,

But I think people should have an option to use Bitcoin if they want to because there's a lot of people out there who say, hey.

Speaker 2

我其实就是摆弄比特币。

All I really do is is mess with Bitcoin.

Speaker 2

我保持简单。

I keep it simple.

Speaker 2

我坚持传统做法。

I keep it traditional.

Speaker 2

我觉得这样挺好。

And I think that's fine.

Speaker 2

给这些人提供更多选择,最终能扩大潜在市场。

So giving those people additional options ultimately expands the addressable market.

Speaker 2

会有更多人想加入,我很支持这一点。

You can have more people wanna get in there, and I'm a I'm a big fan of that.

Speaker 2

我唯一的问题是,当把BTCFi和其他链相比时,扩展性怎么样?

My only question is how does the scalability look like when you're comparing, you know, BTCFi to other chains?

Speaker 2

比如Solana,比如二层网络,还有以太坊主网本身。

You know, say Solana, say the layer twos, say the the Ethereum main chain itself.

Speaker 2

在可扩展性和效率方面,它表现如何?

How does it compare in terms of scalability or efficiency?

Speaker 3

我同意前面所有这些观点。

I I and I agree with all of those previous points.

Speaker 3

我觉得这正是我们想做的,所以 Rootstock 从设计之初就尽量贴近主链,因为主链的安全性最高。

I I think that's exactly what we're wanting to do, and that's why Rootstock was built to be as close to the the the main chain as possible because it it it is the most secure.

Speaker 3

说实话,说到可扩展性,它才是真正的高扩展性——毕竟比特币上的资本规模高达两万亿美元,这是经过验证的。

And to be honest, when you talk about then, you know, the scalability, well, it's the most scaled because the amount of capital that is on, you know, Bitcoin $2,000,000,000,000 in in market cap, it's it's the most proven.

Speaker 3

它已经证明了自己。

It's the proven point.

Speaker 3

而且它的安全记录也同样可靠。

And so it has that security record as well.

Speaker 3

在我看来,过去那种模式已经过时了,这是我从传统金融和科技领域积累的经验。

And I think that gone are the gone and this is my experience from the traditional world of finance and and technology.

Speaker 3

保持 99.99% 的正常运行时间,具备足够的可扩展性,这不再是锦上添花,而是必不可少的。

Having a 99.99, let's say, uptime, having the scalability, it's not a good to have, it's it's a necessary to have.

Speaker 3

这是基本要求。

It's the baseline.

Speaker 3

并不是说,哦,也许我们能凑合,我知道你们之前遇到过几次黑客攻击或者系统宕机,但总能想办法绕过去。

It's not that it's like, oh, maybe we, you know, I I know that you've had a few hacks or you've had a bit of downtime or we can come around it.

Speaker 3

我觉得还是有一些玩家能靠这种方式撑下去。

I think there are players out there who can still get by with that.

Speaker 3

但对于那些要处理巨额资金流动的机构来说,哪怕将来面向零售客户或机构客户,也必须具备这个条件。

But for an institution moving massive sums of capital or offering it even eventually whether it be retail customers or to their institutional clients, you have to have that.

Speaker 3

说到可扩展性,很多人在讨论比特币能不能扛住涌入的这么大的交易量。

And so scalability, you know, I think there's a lot of conversation around can Bitcoin handle all of this volume that's coming in.

Speaker 3

还有很多人在讨论二层网络能不能应对,比如Rootstock或者闪电网络。

And then there's a lot of conversation around can the layer twos handle that, right, whether it be Rootstock or whether it be Lightning.

Speaker 3

说实话,这些问题确实存在,但好消息是,我们完全有能力去构建和改进。

And to be honest with you, yes, I think that it's something where all of this all of these questions around that, it's the the the ability to build and improve is there.

Speaker 3

Rootstock很清楚,如果需要提升可扩展性,自己该怎么做。

Rootstock knows exactly what it needs to do if it needs to manage scalability.

Speaker 3

闪电网络的团队很清楚自己该做什么,贡献者们也清楚该如何提升系统的扩展性。

Lightning know exactly what they need to do or the contributors know exactly know what they need to do in terms of improving their scalability.

Speaker 3

所以这一点对我来说根本不是问题。

So that isn't a concern for for me.

Speaker 3

我觉得像以太坊和Solana这些链,虽然在低成本、高速交易方面确实很强,但我的根本看法是,它们仍然缺乏监管明确性,或者资本和流动性分散,又或者系统稳定性不足、容易被攻击。

I think that whilst the other chains, the likes of Ethereum and Solana are incredibly strong at, you know, cheap, fast transactions, the the my my fundamental view is that there's still a lack of whether it be regulatory regulation clarity around that or whether it be fragmentation of, like, capital and liquidity and whether it be, you know, uptown uptime or or or hacks.

Speaker 3

比特币是唯一一个已经证明了这一切的。

Bitcoin remains the one that has proven all of these.

Speaker 3

我就不展开细说了,但大家肯定都听说过量子计算威胁、黑客攻击这类风险。

And you you know, not to go even into more detail, but I'm sure that people have heard about the the whole risk of quantum and hacks and things like that.

Speaker 3

那比特币在怎么应对这些问题?

And what's what's Bitcoin doing to solve that?

Speaker 3

核心贡献者们又在做些什么来解决这些风险?

What are the core contributors doing to solve that?

Speaker 3

现在大家对这些问题的解决时间有各种说法,有人说三年后才能搞定。

And you're seeing many differing views of it's three years away.

Speaker 3

可能得五年后才行。

It's five years away.

Speaker 3

还有很多比我要聪明百万倍的人,他们看得很清楚,也在为此努力。

There are still there are people who are incredibly smart and a million times smarter than I am who who see that and are building towards that.

Speaker 3

确实,某些方面的改进并不容易。

So, yes, it is difficult to improve in certain ways.

Speaker 3

但这些问题并不是没人管。

It's not like it's not being addressed.

Speaker 3

我觉得,可扩展性其实已经得到验证了。

So I I I think that the the scalability has already been proven.

Speaker 3

你看Block和杰克·多西用比特币处理海量支付,这事实就摆在那儿。

And whether you're looking at the payments of Block and Jack Dorsey and running the massive amounts through Bitcoin, it's it's there.

Speaker 3

如果真需要提升,大家都知道该怎么去做。

And if it needs to be increased, people know what to do to do that.

Speaker 1

对。

Yeah.

Speaker 1

挺有意思的。

Interesting.

Speaker 1

而且,确实,现在大家最关心的还是安全性问题。

And, yeah, I think the security is is the the main thing that people are focused on right now.

Speaker 1

最近以太坊上的Kelp DAO和Aave就出了大问题,有三亿美元的伪造资金在系统里流通。

Obviously, there was recently the big hack in Ethereum for the Kelp DAO and Aave, like, $300,000,000 of of counterfeit money that was getting used essentially in Ethereum.

Speaker 1

你知道,以太坊本身就是个巨大的目标。

You know, and Ethereum's just a really big target.

Speaker 1

对吧?

Right?

Speaker 1

毕竟那里集中了最多的资金。

Because that's where all the money is.

Speaker 1

比特币其实也早就成了黑客的重点目标。

And, you know, Bitcoin's been a big target for a long time as well.

Speaker 1

Rootstock有没有遇到过类似的攻击?有没有经历过类似的危机?还是说,因为涉及金额不够大,还没引起黑客的注意?

You know, has Rootstock ever, you know, been the target of of similar kinds of hacks, or has it, had to deal with kind of any adversity like that as as well, or has have the the numbers not been as large enough to be compelling for for hackers yet?

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Speaker 3

没有。

No.

Speaker 3

你知道,我不敢说我们一直都很顺利,但我们始终密切关注着这些情况的发生。

You know, I I I would hate hasten to say, like, consistently, but we are always aware of these things happening.

Speaker 3

我们从未被黑客攻击过。

We've we've never been hacked.

Speaker 3

我们的系统运行一直非常稳定,从未中断过。

We have a 100% uptime.

Speaker 3

所以,在说这些之前,先提这两点。

And so those are the two things to Nice.

Speaker 3

我们要先说这两点。

To say before all of this.

Speaker 3

我们有一支非常优秀的、致力于提升安全性的团队,一直在持续为这条链做工作,这也是我们的重中之重。

We have one of the best, I would say, security contributing teams out there working on the the chain consistently, and it's a top priority for us.

Speaker 3

因为我想,无论是机构还是普通用户,他们把比特币转入二层网络时,通常都是通过桥接方式,而这里也是出现问题的重灾区。

Because I think when you look at when you look at an institution or when you look at even any kind of user, the the way that they're bringing their Bitcoin onto a layer two is usually by a bridge, that is where you're seeing the majority of.

Speaker 3

黑客攻击确实会发生。

Hacks occur.

Speaker 3

对吧?

Right?

Speaker 3

桥接风险是个大问题。

Bridge risk is a huge thing.

Speaker 3

对手方风险呢?对方会不会被黑?

Counterparty risk is the other counterparty gonna get risk gonna get hacked?

Speaker 3

我们的桥接系统非常安全。

We have an incredibly secure bridge.

Speaker 3

它叫Palpec。

It's called the the Palpec.

Speaker 3

我就不细说它为什么这么安全了,但正是因为它,我们才从来没被黑过。

And, again, I won't go into details of how that is so secure, but but it's it's been the reason of why we haven't been hacked.

Speaker 3

不过话说回来,确实也会遇到一些事件,虽然不常发生,但总会找上门来。

Now, but on the flip side, yeah, I mean, we have incidents, again, that occur not regularly, but they will be they will be coming to us.

Speaker 3

对于这一点,你能做的就是持续投入技术开发。

And and I think that the thing that you can just do about that is to make sure that you're constantly investing in the technology.

Speaker 3

不断优化它。

You're constantly improving it.

Speaker 3

我觉得,基于比特币来构建,这一点特别棒。

And that's what's great about, I think, the the fact of being built on Bitcoin.

Speaker 3

我们有80%的算力在保障比特币的同时,也保护了Rootstock的安全。

And we have 80% of the hash rate that secure that runs Bitcoin secures Rootstock.

Speaker 3

我的意思是,你要想对Rootstock产生任何影响,就得控制全网80%的挖矿算力。

So what I mean by that is you would basically have to control 80% of all the mining power, the mining computers to have any any influence over Rootstocks.

Speaker 3

这挺有意思的。

Interesting.

Speaker 3

比如资本流动,这种事几乎不可能发生。

Let's say, movement of capital, which is pretty unrealistic to to ever occur.

Speaker 3

这正是比特币的精妙之处。

And that's one of the beauties of Bitcoin.

Speaker 3

那为什么比特币不容易被黑呢?

And so why does Bitcoin, you know, not get hacked?

Speaker 3

并不是说它完全没法黑,但几乎接近于不可能。

Because it's not that it's unhackable, but it's it's it's close to.

Speaker 3

你往上加的技术越多,就越容易找到漏洞。

Whereas the more you add technology on top, the easier it is to find a broken door.

Speaker 3

从机构的角度来看,我们在和客户合作时,必须做到极其清晰、极其严谨。

And that from the institutional side is where we have to be just super, super clean, super clear when we're working with clients.

Speaker 3

我可以详细说说我们是怎么做的,不管是托管方式,还是选择靠谱的合作伙伴,或者在做收益产品时对接的系统,都必须始终保持行业顶尖水平。

And again, I can go into that in more detail of how we do that, but whether that be through custody, whether that be we are custodying with the right partners, working with the right integrations from if they're generating yield products and things like that, it has to be best in class at all times.

Speaker 1

完全同意。

Totally.

Speaker 1

而且确实,我觉得比特币是DeFi发展的最佳底层货币。

And and, yeah, like, I I definitely think, you know, Bitcoin is, you know, the best base money, for DeFi to happen.

Speaker 1

我觉得它的发展速度被拖慢了,可能是因为核心开发者对DeFi的关注不够。

It you know, I think it's just been slowed down because the maybe core developers aren't as focused on DeFi.

Speaker 1

他们更专注于打造一个安全的网络,能够抵御国家级的攻击之类的。

They're more focused on just building, you know, a secure network that's, you know, nation state resistant to hacking and all this kind of stuff.

Speaker 1

专注于真正安全、长期稳定的东西,而不是短期的应用程序之类的东西。

Like, focus on really secure long term stuff as opposed to shorter term, applications or whatever.

Speaker 1

所以,请记住

And so And remember

Speaker 3

吉姆,你作为比特币支持者,既享受着比特币带来的优势,也得承受相应的代价。

in so Jim, you may you you've also got the the the benefit and also the cost of Bitcoin as being Bitcoiners.

Speaker 3

如果你是个极端比特币信徒,就会认为比特币是唯一正确的选择。

Bitcoin whether you're you know, if you're a Maxi Bitcoiner, you believe that Bitcoin is the only thing.

Speaker 3

所以,即使像Rootstock这样在比特币上构建侧链或二层网络,也会引发很大争议。

And so bill even Rootstock building a sidechain l two on top of it raises questions with the most It's controversial.

Speaker 3

这在任何时候都充满争议。

It's controvert controversial at any point.

Speaker 3

因此,就像我们说的,任何叠加在比特币之上的东西,有时都会被人质疑:我真的觉得这么做不对。

And so, yeah, any like we say, any addition on top of Bitcoin can sometimes be seen as, well, I don't actually think that that's the right thing to do.

Speaker 3

如果我是一名核心贡献者,并且持有这种信念,我会支持它吗?

So if I'm a core contributor and I have that belief, would I would I support that?

Speaker 3

幸运的是,Rootstock 团队里有一些顶尖人才,比如塞尔吉奥·勒纳,他们一直在深入思考这些问题。

Luckily, at Rootstock, we have some of the best, whether that be the likes of Sergio Lerner, but who are constantly thinking about that.

Speaker 3

但从另一方面来看,它的优势非常明显,相比之下,以太坊或 Solana 就没那么突出。

But it's incredibly beneficial on the other side as opposed to maybe Ethereum or Solana.

Speaker 3

你或许能在以太坊社区看到这种热情,但你很难在街上随便碰到几个人,都像谈论 Solana 那样狂热地讨论它。

Maybe you get it with Ethereum, but you never walk around too many people and you hear everyone talking about how much of a, like, a Solana that Solana are they are.

Speaker 3

对吧?

Right?

Speaker 3

他们喜欢 Solana 链,也欣赏它的应用场景,但他们并不是比特币信徒。

You know, they love the Solana chain and they love the use cases, but they're not a Bitcoiner.

Speaker 3

真正称得上比特币信徒的,只有那些坚定信仰比特币的人。

Bitcoiners are the only people out there who are Bitcoiners.

Speaker 3

以太坊那边或许也有一些,但关键是我们必须不断思考:如何在不触怒任何一方的前提下,同时为未来做好布局?

You might have some on the Ethereum side, but you are consistently trying to and what we have to constantly think about is how do we make sure that we are not upsetting two sides or one side, but we are building to the future as well?

Speaker 3

未来的市场会是什么样子?

What is the future market?

Speaker 3

就像你说的,也许比特币因为以太坊的那些令人兴奋的应用而发展得慢了一点。

And like you say, maybe Bitcoin was slowed down a little bit by that because Ethereum was looking to all the amazing exciting things you can do on Ethereum.

Speaker 3

比特币的发展节奏比较慢,但我认为这反而带来了好处,现在机构们终于开始看到回报了,正是因为它的节奏够慢。

With Bitcoin, it's a little bit of a a slower burn, but I think it's been beneficial in ways because now you're seeing the paybacks to the institutions because it was a slower burn.

Speaker 3

安全性是有的。

The safety is there.

Speaker 3

流动性也是有的。

The liquidity is there.

Speaker 3

安全性也完全有保障。

The security is there.

Speaker 1

完全同意。

Totally.

Speaker 1

不是的。

No.

Speaker 1

我特别喜欢这一点。

I love that.

Speaker 1

我想了解一下,从机构采用的角度来看,他们最近在尝试哪些最酷的创新,尤其是像Rootstock这样的技术。

And I'm curious, you know, from institutional adoption terms, what what some of the coolest inventions or things that they've been experimenting with have been, particularly, like, leveraging something like Rootstock.

Speaker 3

是的。

Yeah.

Speaker 3

对。

Yeah.

Speaker 3

没错。

Absolutely.

Speaker 3

我认为目前大家主要在思考三个创新应用场景,都集中在托管方面。

I think we the probably the three main use cases that we're seeing people think about how they can be in innovative is around the custody side.

Speaker 3

这其实是在回答一个问题:我想让我的比特币产生收益,但又不想失去对它的控制权。

It is answering the question that is I want to my Bitcoin to be productive, but I don't wanna lose custody of it.

Speaker 3

那该怎么让我的比特币参与运作,同时最大程度地保障它的安全呢?

And how do I then get my Bitcoin out there working but keep it as safe as possible.

Speaker 3

所以你们显然看到了像那些大机构的情况。

So you're obviously seeing the likes of I mean, this is, for the big names.

Speaker 3

对吧?

Right?

Speaker 3

比如 Fireblocks 或者 Copper,还有那些跟它们整合的其他平台,像 Fortify 和 Utila,都在深入思考怎么在比特币刚进入的时候就把它们接住,然后让这些资金真正部署起来。

Fireblocks or Copper, but then also other names who integrate with those like Fortify and Utila, really going close into and thinking about how do we meet the the Bitcoin at the beginning, and then also get them to deploy the to deploy the capital.

Speaker 3

所以重点还是在托管这块。

So it's around the custody side.

Speaker 3

另一方面,我觉得是让他们真正搞清楚,自己的比特币到底能用来做什么。

And then the the other side, I would say, is around getting them to actually get what can they do with their Bitcoin?

Speaker 3

这就涉及到贷款这块了。

And that is around the loans aspect.

Speaker 3

比如有一家企业会想,好吧。

So that will be an a business who is thinking, okay.

Speaker 3

我想拿比特币做抵押,然后借出美元来用。

I want to, use my Bitcoin as collateral, and I want to then borrow dollars against them.

Speaker 3

但当你跟矿工交谈时,比如,他们希望以完全不同于DATCO的方式来安排这笔交易。

But when you're talking to miners, for example, they have a very different way that they wanna structure that than a DATCO.

Speaker 3

DATCO也想做同样的事,但他们的做法会不一样。

A DATCO will want to do the same thing, but they'll want to do it in a different way.

Speaker 3

所以在RootstockLabs,我们正在评估和思考这些问题。

So, you know, within RootstockLabs, that's what we're assessing and thinking about.

Speaker 3

到底该怎么做结构设计?

Like, what's structure?

Speaker 3

贷款与价值的比例差别很大。

The the loan to value size is very different.

Speaker 3

还款方式也完全不同。

The payback looks very different.

Speaker 3

当你面对不同类型的公司时,这些差异会让事情变得非常难协调。

And so when you're thinking about that with different businesses, then then that's then then that's that's quite difficult to achieve.

Speaker 3

另外,还有收益方面的问题。

And and then it's on the yield side.

Speaker 3

我之前提过他们,比如Mercado Bitcoin,他们正通过比特币提供对现实资产的接入,这非常令人兴奋,因为你能在保持比特币抵押的同时,获得一个非常稳定的收益来源。

So, you know, I mentioned them earlier, but someone like, Mercado Bitcoin, they are putting together access to RWAs through through Bitcoin, and that's super exciting because you can gain access to a a very stable yield source while still keeping that Bitcoin collateral.

Speaker 3

像Mello和Midas这样已经链上集成的平台,当你作为资产配置者时,其实正站在一个十字路口——你习惯于把资金投入DeFi领域,从中获取收益。

The the the likes of Mello and Midas who are integrated on chain as well, they are the when you are a asset allocator, what you're thinking about is how you're at a bit of a a crossroads because you're quite used to deploying into the world of DeFi and getting yield from second one.

Speaker 3

对吧?

Right?

Speaker 3

如果我拿USDC去Arve做借贷或存入,从部署的那一刻起就能开始产生收益,因为它是原子化的,而且只要满足条件,我随时都能取出。

If I was to go into Arve and offer out my USDC as a borrow or a supply, I'd start accruing yield from literally the moment of deployment because it's a Tom it's called Atomic, and it and it and I can withdraw it at any time as long as there's that.

Speaker 3

但当你转向链上通证化的基金或交易策略时,通常会有三十天的锁定期。

But when you're going into a little bit more of the world of tokenized Tratify coming on chain, well, usually with tokenized hedge or hedge funds or trading strategies, you might have a thirty day lockup period.

Speaker 3

你把资金放进去之后,至少得等三十多天才能取出来。

You put your capital in, and you have thirty plus days before you can get that out again.

Speaker 3

对于DeFi用户、大型机构投资者,甚至比特币持有者来说,根本不可能把比特币锁住三十天。

For the maybe DeFi user or people from the the large allocator side or even the Bitcoin holder side, like, there's no way I'm gonna lock up my Bitcoin for thirty days.

Speaker 3

这根本行不通。

It's just not gonna happen.

Speaker 3

我需要立刻看到回报。

I need immediate returns.

Speaker 3

所以Midas,我一直在拼命研究,思考怎么才能让我把钱或者比特币放进去之后,能马上取出来。

And so Midas, I've I've been working on that incredibly hard and thinking about how can we make it so that if I put money in or Bitcoin in, I can get Bitcoin out straight away.

Speaker 3

这类创新正在跨越传统金融与DeFi和区块链技术所能带来的新机遇之间的鸿沟。

And so those kinds of things where it's crossing the chasm of traditional finance and what the world of DeFi and blockchain technology can actually bring to these new these new offerings.

Speaker 2

对。

Yeah.

Speaker 2

不对。

No.

Speaker 2

我只是有点好奇。

I I was just curious.

Speaker 2

很明显,这里正在发生广泛的采用。

You know, there's clearly a lot of adoption happening here.

Speaker 2

对吧?

Right?

Speaker 2

我们在播客里也注意到这一点。

And that's one of the things that we notice on the podcast.

Speaker 2

但说到比特币金融的采用,尤其是这个具体领域,你认为最阻碍它发展的因素是什么?

But in terms of of Bitcoin finance adoption, right, this specific area, what do you think is maybe constraining it the most or holding it back the most?

Speaker 2

有没有什么关键性的转折点,能彻底打开局面,让大量资金涌入这个领域,推动TBL和其他相关应用的使用?

Is there any kind of, like, open the floodgates moment that you think could unleash a lot more capital into this area, increase usage in TBL and whatever else it might be?

Speaker 2

你觉得有什么因素,正在限制它发挥出应有的潜力?

You know, is there anything that you think is is holding it back from the potential of what it could be?

Speaker 3

是的。

Yeah.

Speaker 3

我认为阻碍它发展的主要因素,是人们对外部托管风险的担忧——就像之前提到的,把比特币交出去这件事本身就很让人不安,再加上其他附加风险,比如跨链风险和交易对手风险。

I think the the things that are holding it back from what it could be are the the perceived the biggest one is probably the perceived risk around custody and, again, parting with Bitcoin as as mentioned, and then also the the the risks that are added on top of that such as bridge risk, such as counterparty risk.

Speaker 3

对很多资金方来说,这些都是全新的风险。

These are all new risks for a lot of allocators.

Speaker 3

如果我考虑把资金投进去,比如美元,是选比特币ETF、现货比特币,还是直接进DeFi,这其实是三种完全不同的用户群体,对应三种不同的使用场景。

If if I look and I've got a choice of putting my, let's say, dollars into a Bitcoin ETF, Bitcoin spot, or then going into Bitcoin and going into DeFi, they're three different users or allocators, and they're three different use cases.

Speaker 3

每个阶段都有需要解决的问题。

And they've got problems at not problems, but they've got things to address at each stage.

Speaker 3

对我们来说,在比特币去中心化金融这一块,那两三个因素是最主要的障碍。

And for us, on the Bitcoin DeFi side, those two, three things are the are the, I would say, biggest hurdles.

Speaker 3

因为大家还没真正理解背后的技术。

Because people are yet to understand the technology behind it.

Speaker 3

人们习惯先投资比特币ETF,再慢慢过渡到直接持有比特币。

People are used to the Bitcoin ETF and then use that as a gateway drug into holding pure Bitcoin themselves.

Speaker 3

对吧?

Right?

Speaker 3

如果你想引导他们沿着比特币的发展路径,逐步进入去中心化金融领域。

And if you're from you're trying to move them up there up the up the Bitcoin curve, into eventually DeFi.

Speaker 3

像Kelp DAO那种市场事件一发生,通常就会导致资金外流。

And anything that has occurs in the market like we saw with Kelp DAO, we are all of that usually sees a reduction in capital away.

Speaker 3

所以,加密货币固有的那种不确定性依然存在。

So there's still that crypto wrap around it.

Speaker 3

我觉得,要说能打开局面的关键,我不会说是基础设施不够,因为基础设施其实已经到位了。

I think in terms of, you know, what could open the floodgates here, I'm not gonna say that it's like more infrastructure because I think that the infrastructure is there.

Speaker 3

已经有非常靠谱的托管机构了。

There is already incredible qualified custodians.

Speaker 3

也有实力雄厚的资产管理方。

There's incredible strong asset managers.

Speaker 3

比如Bitwise,管理的资产规模都达到一百五十亿美元了,这类机构早就存在了。

You know, Bitwise, $15,000,000,000 or something assets under management, so that there's those kinds of things.

Speaker 3

而且在DeFi这边,也有一批人早就准备好要投入资金了。

And then also within the actual DeFi side, there are people who are really ready and willing to allocate.

Speaker 3

他们只是还不清楚到底该选哪个方案。

They're just unsure of what the actual solution is.

Speaker 3

所以我觉得,核心问题在于教育普及。

And so I think it's an education piece.

Speaker 3

现在的教育水平,只是还没跟上已经建成的技术步伐而已。

I think that education is going to it's just catching up to the curve of of what's being built already.

Speaker 3

所以我觉得基础设施方面并不存在问题。

So I I don't think that there is a problem on the infrastructure side.

Speaker 3

我觉得接下来得看更大的宏观环境。

I think that, again, you then look out to the wider macro environment.

Speaker 3

比特币有没有四年周期,是不是跟美国的货币政策挂钩,美联储是鸽派还是鹰派,利率怎么调整,这些都可以讨论。

And Bitcoin, you can talk about whether having a four year cycle, whether it being attached to The US macro monetary policy environment, whether they're dovish and hawkish and moving rates or whatever.

Speaker 3

我认为现在比特币已经是一个独立的资产类别了。

And I think the Bitcoin now is Bitcoin sits as an asset class on its own.

Speaker 3

它跟美国经济的关联性非常强,高度相关。

That's very, very relate very relevant and and correlated to the the specifically The US economy.

Speaker 3

那么,什么可能推动这一切,让局面突然打开呢?

So I think that what could drive that and what could see the floodgates open?

Speaker 3

我的看法是,随着货币持续贬值,经济更可能走向通缩而非通胀,而各国根本停不下印钞——税收收不上来,只能继续印,到时候人们自然会转向比特币,转向它所提供的价值。

Well, my view is that as currencies continue to debase, as there continues to be a probably a push towards deflation rather than inflation, the fact that I just do not see countries not printing more and more money because they they're not, you know, they're they're not getting tax the the tax dollars in, then people will start to move towards Bitcoin and and what Bitcoin offers.

Speaker 3

我们总说比特币还处在早期阶段,但它的爆发往往是慢热之后,突然一下就来了。

So, you know, it's that we talk about that, you know, still early phase from Bitcoin and, you know, slowly, slowly then all all at once.

Speaker 3

我不觉得会立刻发生,但我相信它会和宏观环境紧密相关。

I don't think it's gonna be there, but I do think that it's gonna be connected to the macro side.

Speaker 3

我觉得这会跟人们不断加深对比特币的理解有关。

I think it's gonna be connected to just people moving continually up the Bitcoin knowledge, kind of, curve.

Speaker 3

而且,随着人们越来越多地接触到比特币——尤其是在美国,通过理财顾问、养老金、医疗保险这些渠道——这类情况会越来越多。

And, you know, again, the more and more exposure that people are getting to it, whether it be through especially like in The US through the financial advisors, through ability to do it through pensions, health insurance, it's those kinds of things.

Speaker 1

我本来正想说。

I well, I was just gonna

Speaker 2

我同意这个观点。

say I agree with that.

Speaker 2

我觉得随着时间推移,人们会想办法规避通胀。

I think that as time goes on, people will try to find ways to avoid inflation.

Speaker 2

通胀还会继续下去。

Inflation is going to continue to happen.

Speaker 2

这几乎是必然的。

It basically has to.

Speaker 2

当人们寻找替代方案时,会慢慢把钱投入比特币,也可能投向其他另类资产。

And as people seek an alternative, they will slowly put money into Bitcoin, probably other alternative assets as well.

Speaker 2

随着时间推移,比特币的数量是固定的,而法币的可能性却是无限的。

And as time goes on, you have, again, a set amount of Bitcoin, and you have an infinite amount of possible fiat currencies.

Speaker 2

所以从长远来看,我很欣赏你这么表达,因为我不确定我们会不会看到一个爆发时刻,比如从现在的八万美元一夜之间或一周内涨到一百万美元。

And so over the long term, I I really like that you phrased it like that because, you know, I don't know if we're gonna see this this blow up moment where we go from 80,000 where we're at right now to a million dollars overnight or over the course of a week.

Speaker 2

也许真会这样。

Maybe we do.

Speaker 2

对吧?

Right?

Speaker 2

过去我们确实经历过几次大幅上涨,但对我来说,更有说服力的说法不是去跟所有人说:嘿,各位。

We've had some really big runs in the past, but I think the more convincing argument for me is rather than pitch everyone, hey, guys.

Speaker 2

我们一周、一个月内就会涨到一百万美元。

We're gonna be at a million dollars in a week, a month, or whatever.

Speaker 2

会是一条飞速飙升的火箭路径。

It's gonna be this super fast track moonshot.

Speaker 2

这确实有可能。

You know, that's a possibility.

Speaker 2

以前我们也见过类似的情况,但我觉得更能说服人的说法是:别急着说比特币会一夜暴涨。

We've seen stuff like that in the past, but I think the much more convincing argument for people to kinda bring them in is say, hey.

Speaker 2

法币只会持续贬值。

Fiat will continue to inflate.

Speaker 2

人们总会不断把钱投向其他替代性资产,而比特币的通胀率相比几乎所有法币都低得多,这就显得特别有吸引力。

People will constantly try to put money into something that is alternative, and that is the nice thing about Bitcoin is that when you look at its inflation compared to just about every other fiat, it starts getting really appetizing.

Speaker 2

再加上它的网络价值和使用活跃度,你就开始用全新的视角来看待金融了。

And then you add things in like its network value and its activity, and you start talking about finance in different ways.

Speaker 2

我觉得这整体上提升了比特币链的价值,也就是底层资产的价值。

And I think that just adds overall value to to its chain, right, to the underlying asset.

Speaker 2

这大概就是为什么这么多人从一开始就喜欢它。

I think that's why so many people like it in the first praise place anyway.

Speaker 3

没错。

Absolutely.

Speaker 3

不好意思插一句,但我完全同意。

And sorry to sorry to jump in there, but I I I completely agree.

Speaker 3

当我跟别人聊起比特币,他们问我对比特币未来一年怎么看时,

And I think that Bitcoin, when I speak to people and they say, you know, what's your view on Bitcoin within the next year or whatever?

Speaker 3

我的回答是:我不关心。我的时间视野,也应该是十年、二十年、三十年。

My answer to that is I don't care because my horizon and what the horizon should be is ten, twenty, thirty years.

Speaker 3

所以是定期定额投资,这算一点投资建议,但关键是,比特币是个长期价值储存工具,你看——

So it's dollar cost averaging, and this is an investment advice, but it is something where it is a long term store of value where look.

Speaker 3

它可能不适合我,但也许适合我的孩子。

It might not be for me, but it might be for my kids.

Speaker 3

如果你每个月都存一点,时间一长,结合比特币过去这些年来的年化复合增长率和波动性,我看过一张图,现在比特币一年期的波动率已经比脸书和特斯拉还低了。

And it's just where if you're putting away a little bit every month, that over time, based on the compounded annual growth rate of what we've seen in Bitcoin in the past to now and the volatility, I saw a chart that now I think the volatility of Bitcoin over a one year period is lower than Meta and Tesla.

Speaker 3

那数据可能是Bitwise的,

It could be those are from Bitwise.

Speaker 3

我可能记错了,但我确定是按一年算的。

I could be wrong on that, but I'm pretty sure it's one year.

Speaker 3

所以,成熟度已经具备了。

And so the maturity is there.

Speaker 3

流动性也足够了。

The liquidity is there.

Speaker 3

你的视野应该是着眼于安顿下来,明白自己是为十年、二十年、三十年,比如2045年、2050年在做打算。

And your event horizon, is about getting settled and understanding you are here for ten, twenty, thirty years, 2045, twenty, twenty fifty is the year that you're looking and going, okay.

Speaker 3

那时候你会觉得,这真是个明智的投资。

This was a smart investment.

Speaker 3

而不是和其他你做的那些资产配置相比。

As as opposed to and and, you know, in terms of other allocations that you've also made.

Speaker 3

这正是资产配置者们在关注的。

And that's what these asset allocators are looking at.

Speaker 3

不只是比特币。

It's not just Bitcoin.

Speaker 3

也不只是ETF。

It's not just ETFs.

Speaker 3

在这一切之外,我还是会拿出一小部分资金配置比特币。

It is alongside all of this, I'm gonna allocate a small percentage to Bitcoin.

Speaker 3

我也会为比特币ETF分配一小部分资金,不管出于什么原因,然后我会持续让它长期复利增长。

I'm gonna allocate a small percentage to the Bitcoin ETF as well for whatever reason, and then I'm just gonna continually compound that over time.

Speaker 3

所以我觉得,现在越来越多的人正是在走这条路。

And so I think that's what we're seeing a lot more people coming into.

Speaker 1

是的。

Yeah.

Speaker 1

你不能孤立地看它,而要把它放在这些不同资产类别当中一起考虑。

You you can't look at it just in a vacuum, but kind of alongside all of these different asset classes.

Speaker 3

但我们确实希望如此。

We want to though.

Speaker 3

对吧?

Right?

Speaker 3

每天早上醒来,我们都希望看到那轮明月。

Every day, we wanna wake up and we wanna see that moon.

Speaker 3

对吧?

Right?

Speaker 3

因为我们大家都相信它,我觉得这正是最难放下的地方,毕竟加密货币以前波动太大,但现在慢慢稳定下来了,感觉对了。

We because we all believe in it, and I think that's, again, the hard thing to move move away from because crypto is and used to be so up and down, but it's settling back in and going, okay.

Speaker 3

这是长期储蓄。

This is this is this is long term savings.

Speaker 3

比特币就是长期储蓄。

This is Bitcoin is long term savings.

Speaker 3

在某些情况下,它也能用来支付。

And and in certain worlds, it's payments.

Speaker 3

而在RootstockLabs的场景里,它是去中心化金融和BTCFi,但本质上还是一个储蓄工具。

And then, obviously, in the RootstockLabs world, it's DeFi and it's BTCFi, but it's a savings device.

Speaker 1

是的。

Yeah.

Speaker 1

不是。

No.

Speaker 1

这太有意思了。

It's fascinating.

Speaker 1

比特币能以不同方式满足不同人群的需求,这点真的很棒。

It's it's cool how Bitcoin could take many different shapes for many different people.

Speaker 1

对每个人来说,它的意义都不一样。

It it means many different things to everybody.

Speaker 1

这就说明了它长期价值有多强。

And so it just goes to show how much, you know, long term value there is.

Speaker 1

至于短期,接下来七八个月,或者到今年年底这段时间,你有没有什么重要的预测?比如Rootstock即将发布的重要功能,或者你对市场走势、大型机构动向的判断?

And, you know, in in terms of the short term, over the course of the next, you know, seven or eight months or whatever, how however long there is until the year is over, Do you have any, you know, final sort of big predictions or things that all of our listeners should be looking out for, whether that's, you know, specifically some big releases that, you know, Root stock is planning or your personal predictions on where the market is going or big institutions.

Speaker 1

最后还有什么想对听众说的吗?

Any final words for the for the listeners?

Speaker 3

是的。

Yeah.

Speaker 3

当然。

Absolutely.

Speaker 3

我可以把这个分成三部分。

I I I can split that into three.

Speaker 3

从Rootstock这边来说,就像我之前说的,我们正在拓展链上资本市场的业务。

From the Rootstock side, we're like I said, we're growing out the the chain capital market side of the business.

Speaker 3

这属于B2B领域,我们的目标是让比特币真正产生价值。

So that will be something that's b two b, and it's something where we're wanting to make Bitcoin productive.

Speaker 3

接下来你会看到这个领域有不少新动态。

So you'll see a lot more announcements in that space.

Speaker 3

那从整个行业来看,你觉得未来会往哪个方向发展?

I think what do I see in terms of the industry and and where that's going?

Speaker 3

我觉得比特币之外,接下来最值得关注的就是股票代币化,这很可能是最大的焦点和机会。

I think the next thing that you're gonna see outside of Bitcoin is obviously the focus on tokenizing stocks, and that's probably gonna be the biggest focus and the biggest play within that.

Speaker 3

而在比特币这边,我觉得价格会重新回到七万九到八万美元的区间。

And I think on the Bitcoin side of things, you're going to see you know, we we're coming back into the 79,000, $80,000 range.

Speaker 3

我当然希望它能稳步缓慢地上涨,这也不代表我肯定认为一定会这样,但我想这应该是大家共同的期待。

I would love to see that just continually slowly grow, and And that's what we're all and I'm not saying that that's what I think, you know, is is gonna be the case, but I think that that's what we would all love to see.

Speaker 3

机构越来越多地推出比特币ETF,这会极大推动这个领域的发展,因为比特币市场将出现持续的买家。

And and the institutions offering more and more ETFs is going to really help within that space because there's gonna be consistent buyers within within the within the Bitcoin world.

Speaker 3

不过,不是这样的。

And then no.

Speaker 3

我觉得吧。

I think that look.

Speaker 3

我想给所有听众的建议是,对我来说,比特币是入门的关键。

You know, my my words of advice to to any listener is, for me, Bitcoin is the entry point.

Speaker 3

先熟悉比特币,理解它,明白人们为什么用它,这样你不仅能搞懂加密货币的本质,还会开始理解去中心化金融社区和那里的人们在做什么,因为比特币是最大的那个。

You get get used to Bitcoin, understand Bitcoin, understand why people use it, and you won't only understand then what crypto is about, but you'll start to understand the DeFi communities and and what people are about there because Bitcoin is the biggest one.

Speaker 3

对我自己来说,从稳定币转向比特币的时候,真是恍然大悟。

And so for me, it was eye opening to come go from stable coins into Bitcoin Bitcoin and go, hold on a minute.

Speaker 3

这里有一群人,他们对比特币的热爱,就像有人热爱美元一样——他们聚在一起,办活动,聊美元,满是Telegram和Discord里的讨论。

There are people here who love it's like saying there's all of these groups who love the dollar, who just get together and have events and talk about the US dollar and all of these Telegram chats and Discord chats.

Speaker 3

对吧?

Right?

Speaker 3

你一旦接触了,就会慢慢明白,原来加密货币就是这么回事。

It's like but you get access to it and then you start to get, oh, I get this is this is what crypto is.

Speaker 3

这背后是社群。

It's communities.

Speaker 3

然后才是实际的应用和使用场景。

And then it's utility and it's use cases.

Speaker 3

所以我一直觉得,这是最好的入门方式。

So I always think that it's the the the the best place to start.

Speaker 3

就像我说的,要以年为单位思考,别以周为单位。

And and like I say, right, think in years, don't think in weeks.

Speaker 3

我喜欢这种视角。

That's that's what it's I like that.

Speaker 3

这才是关键所在。

What it's about.

Speaker 3

还要从技术的角度去想,别光盯着代币。

And then think in technology, don't think in token.

Speaker 3

这东西到底在干什么?

It's what is this actually doing.

Speaker 3

你不会只因为觉得某只股票的名字很酷就去买它吧。

If you wouldn't buy a stock just because you think that the name is of the stock is cool.

Speaker 3

我不确定。

I don't know.

Speaker 3

也许你会买一点。

Maybe you maybe you would.

Speaker 3

你可能会投一点,但真正让你买的原因,是它背后有个了不起的生意,这才是关键。

Maybe you put a bit in it, but you're buying it because it's an unbelievable business underneath it, and that's what it has to be.

Speaker 3

背后必须得有项让你觉得能改变未来的顶尖技术。

It has to be an unbelievable technology behind that you think is gonna change the future.

Speaker 3

没错。

Yeah.

Speaker 3

再贴切不过了

Couldn't couldn't have said

Speaker 1

这样收尾再好不过了。

it better, and it's such a great kind of note to to wrap on.

Speaker 1

非常感谢理查德·格林先生抽出时间,来自RootstockLabs的分享。

And so mister Richard Green, we really appreciate you spending the time with us from RootstockLabs.

Speaker 1

希望未来还能邀请您回来,聊聊一些重大进展。

We hope to have you back on again in the future to discuss some big updates.

Speaker 1

在那之前,大家可以通过哪些渠道了解您和贵公司?比如社交媒体或者博客?

But until then, where can people kind of find out more about you and whether that's socials or blog as well as the company?

Speaker 1

我们会把这些信息放在节目笔记里。

And we'll put that in the show notes.

Speaker 3

是的。

Yeah.

Speaker 3

当然可以。

Absolutely.

Speaker 3

大家可以通过rootstocklabs.com/institutional联系我们,网站上有专门的联系页面。

So everyone can reach out on rootstocklabs.com forward slash institutional, and we've got a contact us page on on there.

Speaker 3

那 probably 就是最好的地方了。

And so that's probably the best place.

Speaker 1

太棒了。

Beautiful.

Speaker 1

好的。

Alright.

Speaker 1

在家收听的各位,希望你们和我们一样享受这次对话。

Well, everybody at home listening, we hope you enjoyed as much as we did.

Speaker 1

下周同一时间、同一地点,我们再回来,带来更多精彩的嘉宾。

Come on back same time, same place next week, and we'll have some more great guests for you.

Speaker 1

再见。

Take care.

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