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我们完全没有看到任何依据表明这件事即将发生。
We've seen no basis whatsoever that this is anywhere near around the corner.
在我的想法中,我们完全没有看到任何依据表明这件事距离我们还有十年、二十年。
We've seen no basis whatsoever in my thinking that this is a decade away, two decades away.
大家好,欢迎回到斯蒂芬·洛韦拉的播客。
Hi, everyone, and welcome back to Stefan Lovera podcast.
今天,我们将讨论量子计算是否是骗局,再次做客节目的嘉宾是詹姆斯·奥布莱恩。
Today, we're gonna be discussing whether quantum is BS, and rejoining me on the show is James OB or James O'Byrne.
他是一位资深的比特币开发者,长期专注于托管方面的研究,也是Op Vault提案的创建者,拥有多种不同的观点。
He is a long time Bitcoin developer, has been working focused on the custody side of things also, and was the creator of the Op Vault proposal, has lots of different views.
今天,我们主要聊聊量子计算,但也许也会涉及一些其他话题,比如契约以及协议的一般性讨论。
Today, we'll mainly chat on the Quantum stuff, but maybe we'll get into some of the other, you know, covenants and general kind of call and protocol discussion.
不过,首先欢迎你回到节目,能给我们简单介绍一下你对量子计算的看法吗?
But, yeah, first of all, welcome back to the show and, you know, give us your overview on, quantum stuff.
量子计算和比特币之间到底有什么关系?
What what what is the deal with this quantum computing and Bitcoin?
嘿。
Hey.
谢谢,斯蒂芬。
Thanks, Stefan.
很高兴回来。
It's good to be back.
我有一阵子没上节目了,但每次来我都特别开心。
It's been a little while since I've been on the show, but, yeah, I always love coming on.
挺有趣的。
It's funny.
量子计算虽然最近成了很多人关注的焦点,但我前几天回想起来,最早听说这个概念还是我大学一年级的时候。
Quantum, while it's been sort of a recent highlight for a lot of people, I was, kind of reminiscing the other day about when I first heard about it and I was in, an undergraduate computer science program freshman year.
当时我们参加了一个关于量子计算的讲座,那一年是2007年。
And, they had us go, to a seminar about this thing called quantum computing and the year would have been 2007.
所以,我已经思考这个问题将近十九年了。
So it's been almost nineteen years that I've been thinking about this stuff.
你知道,尽管只是非常被动地关注。
You know, albeit very passively.
在最初大概十年里,我听说过量子计算。
For the first maybe ten years I had heard about quantum computing.
我对它持非常中立的态度。
I was very agnostic about it.
你知道,那些你平时会交谈、接近量子计算领域的人,对它的态度从恐慌到漠不关心,再到持中立态度,各种都有。
You know, people who you would talk to, who would, who were sort of close to quantum computing, were anywhere from, you know, alarmist to kind of ambivalent, to agnostic about it.
所以在我知道量子计算的头十年里,我始终搞不清楚它到底意味着什么。
And so I never really knew what to make of it for at least like the first ten years of knowing about it.
我总是认为它可能在不远的将来会实用化,但依然非常遥远,或者就像人工智能那样,几十年来一直缓慢地取得进展。
I always assumed it was something that was practical, maybe on the, on the horizon, you know, but still quite far off or, you know, maybe was incrementally making progress in the same way that AI sort of incrementally made progress for, for decades.
但我想说,大概六七年前,通过不断阅读以及和各种人交流——任何有物理背景或深厚密码学背景的人——我都会向他们打听量子计算的进展,而我得到的回应,大致上和我认为对方在其专业领域有多聪明直接相关:基本上就是,我们没看到任何显著的进展。
But I would say maybe six or seven years ago through an accumulation of reading, as well as talking to people, anybody, you know, with a physics background or with a heavy duty cryptography background, would kind of pull on quantum computing to see where it was at and kind of the response that I would get you know, roughly directly correlated with you know, how, how smart I thought the person was you know, in their given field was basically that, you know, we haven't seen any kind of appreciable progress.
它真的还很遥远。
It's really far off.
也许这在理论上是可能的,也许不是。
Maybe it's theoretically possible, maybe not.
事实上,那些我接触过、具有更扎实物理背景的人,越来越怀疑量子计算是否真的存在。
And in fact, the people who I pulled who were closer and closer to having a rigorous physics background were increasingly skeptical that it was even a thing at all.
因此,在过去两年里,随着量子计算逐渐成为焦点——特别是关于量子计算机可能对比特币构成加密威胁的话题——这不仅提升了我的兴趣,也加剧了我的怀疑。
And so, you know, in the last two years of quantum kind of coming to the fore, in terms of, a quantum, you know, a cryptographically relevant quantum computer posing some kind of a challenge to Bitcoin that kind of ramped up both my interest and consequent skepticism.
因为我认为,量子计算被用作一种手段,来推动一系列新密码学的采用。
Because quantum is being used as a sort of, wedge, I think, to potentially, drive the adoption of a bunch of new cryptography.
所以,我就先说到这里,如果你有什么想插话的,现在可以说。
So anyway, I'll pause there in case you have any interjections.
是的。
Yeah.
好的。
Okay.
所以,我的意思是,大多数人担心的威胁是:如果量子计算取得快速进展,并结合肖尔算法,就可能推算出我们比特币的私钥,从而窃取币,尤其是如果你的公钥或XPub曾经暴露过的话。
So, I mean, you know, the threat that most people are concerned with is this idea that if a, if there's new advances very quickly in quantum computing that, and that combined with Shaw's algorithm, which may allow people to sort of back out the private key for our Bitcoins and then steal the coins, etcetera, especially if you have an exposed public key for that, for those coins or your XPub was exposed at some point.
这似乎是主要的威胁。
That's that seems to be the main threat.
当然,这引发了大量研究和讨论。
And then, of course, that has spurred a lot of research and discussion.
Hunter Beast 提出的付费到 Merkel 树的方案 BIP 已经作为 BIP 被合并了。
The Hunter Beast pay to Merkel route proposal BIP has now been merged just as a BIP.
因此,这方面已经取得了一些进展。
So there's there has been some progress on that.
但另一方面,也有一些对比特币持批评态度的人说,比特币开发者什么都没做。
But on the other hand, there are, let's say, detractors of Bitcoin who are saying, oh, Bitcoin developers are not doing anything.
但与此同时,这也存在真正的权衡。
But at the same time, there are real trade offs to this as well.
这并不是免费的。
It's not just free.
你不能打个响指就说:好了,我们现在量子安全了。
It's not just, you can't just snap your fingers and, oh, now we're quantum secure.
确实有很多实际的工作要做。
Like there are, there's real work to be done.
但让我们先深入探讨一下这种可能性。
But let's just dig into the possibility aspect of it.
对吧?
Right?
因为最近似乎有一些公告,比如谷歌和其他一些大型量子实验室声称,我们有了这个Willow芯片,或者说,现在的问题不再是能否实现,而是工程能力的问题。
Because it seems to be that there's been some recent announcements, you know, from, you know, Google and some other big quantum labs and they're saying things like, oh, well, we've got this Willow chip or, oh, you know, now it's not a matter of, you know, it's, it's a matter of engineering capability.
你对这个怎么看?
Where are you on that?
是的。
Yeah.
如果你看一下时间线,迄今为止量子计算机分解的最大数字是15,这是2001年由IBM完成的。
So if you look at the timeline, debatably the largest number ever factored by a quantum computer is a 15 And that was done back in 2001, by IBM.
而15这个数字似乎具有一些特别适合量子计算机的结构。
And, 15, I guess has some special structure that was particularly amenable to quantum computers.
因此,下一次尝试分解因数是在2012年分解21,这比分解15的难度大了十倍。
And so, when the next attempt was made at factoring, which was '21 in 2012, that was a 10 X effort over 15.
甚至对于这次分解的结构是否真正使用了肖尔算法,还存在一些争议。
And there's even some debate about the structure of that as to whether or not it was a legitimate use of a Shor's algorithm.
所以,我们实际上并没有看到在此之后有任何可验证的进展。
So we really haven't seen, you know, any demonstrable progress past that.
出现过一些类似障眼法的实验,使用量子计算或某些物理装置。
There have been these kind of, slight of hand type experiments, using quantum computing or, know, some physical apparatus.
但这些实验通常依赖于经典算法的预处理或后处理。
But those are typically handicapped by, classical pre or post processing.
所以这并不是纯粹的量子计算。
So it's not a purely quantum thing.
通常,量子电路的设置是基于对解的某种先验知识。
Oftentimes the way the quantum circuit is set up is with some knowledge of the solution.
因此,这些其实都只是无意义的玩具式例子。
So, really these are, these are toy sort of meaningless examples.
你知道,虽然我不算是实验方面的专家,对错误纠正、相干时间延长这些事情并不精通。
You know, while I think I'm not an expert on, on the experimental state of, you know, things like error correction or, you know, increases in coherence time and so forth.
但据我所知,目前仍存在一个真正根本性的差距,关于一个核心问题:这些量子比特——本质上是概率性比特——能否实现。
I, I think to my knowledge, there remains this, truly fundamental gap in terms of the idea of, you know, one of the, one of the big fundamental questions is can these qubits, which are basically, you know, probabilistic bits.
在传统计算机中,所有计算都基于确定性比特,即非零即一的状态。
So in a, in a, in a computer, all computations happen on these deterministic bits in our classical computers where there's either a zero or a one state.
而在量子计算机中,它们依靠的是具有概率性状态的量子比特进行运算。
In quantum computers, those computers work on qubits, which have a sort of probabilistic state.
而且计算机中所有量子比特之间都存在纠缠,这带来了各种问题,因为维持一个连贯的量子态是一个极其精细的物理过程,我们在扩展这方面其实并没有很好的方法。
And there's an entanglement between all of the qubits in a computer which creates all kinds of problems because maintaining a coherent quantum state is this very finicky physical process that we really, you know, don't have great methods for in terms of scaling everything up.
因此,这里有一个哲学性或理论性的问题,大致是:对于一个足够深的量子电路,比如运行Shor算法破解128位ECDSA,其门电路的深度和计算所需时间,是否会超过量子比特维持相干性的物理极限。
And so there's this, this philosophical or, or, or kind of theoretical, question that's, that's basically like, you know, for a, a quantum circuit of sufficient depth, you know, say something like running shores on even, you know, a 128 bit, ECDSA, does the depth of that gate, does the time spent in the computation kind of outstrip the physical limits of how long these qubits can maintain coherence.
这引发了一个根本性的开放问题,甚至让人质疑量子计算本身是否真的可行。
And so, so that's like an open fundamental question that that even prompts people to wonder if if quantum computing is like a feasible thing in the first place.
这还只是暂时搁置了所有与拥有足够多量子比特、真正实现密码学相关应用的量子计算机相伴而来的物理挑战。
That's setting aside all of the physical challenges that would accompany a quantum computer with a sufficient number of qubits to actually make something cryptographically relevant, you know, applicable.
你在谈论需要成千上万个逻辑量子比特,这相当于需要数万甚至数十万个物理量子比特。
You're you're talking about the need for, you know, thousands of logical qubits, which translates into, you know, tens of thousands, hundreds of thousands of physical qubits.
你需要多个物理量子比特来构建一个逻辑量子比特,而逻辑量子比特大致相当于经典计算机中的单个比特。
You need multiple physical qubits basically to construct a logical qubit and a logical qubit is kind of the, the equivalent of a single bit, you know, in a classical computer.
因此,关于与此相关的各种物理问题,有不同的报告和说法。
So there, you know, there are varying reports on all the different physical problems associated with this.
构建量子比特有不同的方法。
There are different methods of constructing qubits.
我无法告诉你目前最大的物理量子比特排列是什么,因为这些不同的技术各有其自身的难题。
And I couldn't tell you what sort of the largest physical qubit arrangement that's been come up with is because again, there are these, these different techniques, all of which are kind of fraught in their own various ways.
有些方法需要将这些高度精密的设备维持在极低温的环境中。
You know, some things require keeping, you know, these, these highly tuned machines at like, you know, totally frigid temperatures.
因此,实现这些量子比特有不同的物理手段,而它们全都充满挑战。
And so so so there's different physical means of achieving these qubits and and and they're all kind of fraught.
而且,目前没有任何迹象表明我们具备将这些技术规模化的能力。
And, you know, there's no indication that we even have the physical means of scaling these things up.
是的。
Yeah.
所以你明显持怀疑态度。
So you're definitely more on the skeptic side.
所以你是觉得这可能永远无法实现,还是觉得至少还需要几十年?
So do you see it as like, it might never be a thing or do you see it more like, no, it's like decades out.
你对此的看法是怎样的?
Like, where are you at there?
我认为,我们不知道它是否真的能实现。
I think, we don't know if it'll ever be a thing.
如果它真的能实现,我的看法是,那至少还需要几十年甚至更久。
And if it is a thing, yeah, my belief is it's, it's, it's many, many, many decades out.
人们经常将量子计算与人工智能进行比较。
The, the point of comparison that's often drawn with quantum is one that stems from AI.
这种比较认为,几十年来,从六十年代的Lisp开发者开始,人们就一直在谈论人工智能和通用智能的概念,但直到几年前我们才看到令人印象深刻的成果——也就是这些大语言模型,它们虽然不是真正的通用智能,但已经足以模仿到让大多数人上当的程度。
And that's this idea that, well, you know, for decades, you know, starting in the sixties, with the Lisp guys and, you know, people had been talking about this, this notion of, of, AI and general intelligence and really we didn't have any kind of, you know, impressive result, until a few years ago when we got these, LLMs that, you know, if not being a kind of generalized intelligence, at least sufficiently mimic that, you know, to the point where they can sort of fool most people.
所以这个论点认为,AI 是突然冒出来的,因此我们对量子技术也该有类似的预期。
And so this, you know, the argument goes well with AI, I kind of came out of nowhere, so we should kind of expect something similar with quantum.
而我认为,这本身就是一个需要细致探讨的问题。
And, well, I think that's kind of a nuanced discussion in itself.
AI 在过去取得了大量的渐进式进展,而且 AI 本质上是一个纯粹的虚拟软件问题。
There was a ton of incremental progress with AI and, you know, AI is this kind of purely virtual software problem.
量子技术则引入了非常棘手的物理层面。
Quantum brings in this very thorny physical component.
即使你暂时搁置关于它是否可行的根本性问题。
Even if you set aside kind of the fundamental questions about whether it's feasible or not.
我认为,作为文明,我们在应对这些虚拟软件问题上已经变得非常擅长。
And I think we've, we've gotten really good as a civilization at dealing with these virtual software problems.
这是一个高度受限的环境。
It's a highly constrained environment.
但在过去几十年里,我们在应对物理问题方面并没有那么擅长。
We haven't gotten so good, you know, in the last few decades at dealing with physical problems.
我的意思是,像核反应堆这样相对简单的东西,我们现在几乎都难以建造了。
I mean, you know, for something as relatively simple as a say nuclear reactor, we can barely put those together anymore.
更不用说像密码学相关的量子计算机所需的那些冶金和工程方面的进步了。
Let alone the kind of, you know, metallurgical and engineering advancements that, that we would need for something like, a crypt, you know, cryptographically relevant quantum computer.
所以我认为,对于这类事情,确实存在许多值得深刻怀疑的理由。
So I think there's, yeah, th th there are lots of avenues, for profound skepticism when it comes to this stuff.
那么关于比特币,你认为比特币开发者和这个生态系统中的人们应该怎么做呢?
So when it comes to Bitcoin then what do you think Bitcoin developers and people building in this ecosystem should do?
他们应该致力于量子抗性这类技术吗?还是不应该?你对此持什么观点?
Should they be working on quantum mitigation, know, these kinds of ideas or not or where are you at on that?
是的,这是一个有点棘手的问题,因为这取决于你希望从哪个层面来回答。
Yeah, it's kind of a tough question because it depends on what level you want to answer it at.
从基本原理出发,撇开市场预期或非技术人员的担忧,我认为作为开发者,我们有更好更值得投入的时间用处。
From, from a fundamental basis, setting aside market expectations or worries, on the part of, you know, non technical people, I would say there are way better uses of our time as, as developers.
你知道,我们可以做的事情有无穷无尽的清单。
You know, there's kind of an infinite list of things that we could be working on.
对我来说,量子计算甚至排不进比特币相关问题的前100名。
And for me, you know, quantum doesn't even breach the top 100 things when it comes to Bitcoin.
但我们已经制造了这样一种局面:由于围绕量子计算及其可能性的末日式炒作,它现在可能对比特币的价格产生了重大影响。
But, but we've created the situation where, because there is this kind of doomish hype around, quantum and it's, it's possibility, it's now created, you know, potentially, significant, price implications for Bitcoin.
显然,在某种程度上,比特币是一种不断自我实现的预言。
And obviously to some extent, you know, Bitcoin is this, you know, iterative self fulfilling prophecy.
如果我们达到这样一个阶段——机构和其他大型实体都相信量子计算就在三年后,而比特币开发者却对此毫无作为。
And if we get to this point where, you know, institutions and, and, you know, other sort of large entities are convinced that Quantum's just three years around the corner and the, the Bitcoin guys aren't doing anything about it.
这就会对比特币的普及造成巨大的阻力。
You know, that creates a massive headwind for Bitcoin adoption.
我一直对比特币时间表被推迟这种现象感到异常好奇。
And, I've, I've been really interested in kind of morbidly curious about the interaction between say a delay in Bitcoin's timeline.
如果因为人们对量子计算的担忧,比特币的林迪效应被推迟了八年,这会如何影响它的安全预算和供应计划?
You know, if, if, if sort of the Lindy meter on Bitcoin gets pushed back whatever eight years because people are worried about quantum, How does that interface with, you know, the security budget and the supply schedule?
因为这本身就是一个非常复杂的动态过程。
Because that's a very complex dynamic in itself.
所以,抱歉,我回到你刚才的问题。
So anyway, I'm sorry to get back to what you were asking.
讽刺的是,我认为一些针对量子威胁的提议解决方案其实有不少优点,比如从抽象层面来看,我对BIP360的内容非常支持。
Ironically, I think there are some really good dimensions to some of the proposed solutions, for these quantum, mitigations, you know, for example, like in the abstract, I'm very favorable to the content of BIP three sixty, as it's written.
如果不是因为从Taproot一开始,就很有必要直接采用一种无需依赖该机制的Merkle树支付方式。
If not only because from the beginning in Taproot, it would have made a lot of sense to just have a spend to Merkle tree type without, you know, having that.
某种程度上,你是在说,即使量子计算并非真实存在,BIP360的某些理念本身也可能很有用。
I guess in a way you're, you're sort of saying some of these BIP three sixty concepts might be useful anyway, of whether quantum computing is a real thing.
是的,完全正确。
Yeah, absolutely.
当这个提案具体纳入了某些量子抵抗方案时,我曾更加怀疑和犹豫。
I was much more, skeptical, hesitant, when the proposal actually incorporated specific, quantum resistance schemes.
因为你知道,一旦开始讨论将新的密码学方案引入比特币,那就是完全不同的另一个层级的改动了。
Because, you know, when you start talking about putting new cryptography into Bitcoin, that's kind of a whole nother level of severity of change.
如果你只是在引入一种新的Taproot类型,本质上只是从现有Taproot路径中移除了一些代码,那么这种改动的敏感性就低得多。
If you're just talking about introducing a new Tapper type that, you know, in many ways just removes code from the existing Tapper path, then, you know, that's, that's a significantly less sensitive change to be making.
有意思。
Interesting.
是的。
Yeah.
我想,另一个可能大家很想听听你看法的重要问题是,詹姆斯,你怎么看NIST,美国国家标准与技术研究院?
And I guess the other, probably the other big one that people might want to ask you your view on is look James, what about NIST, National Institute of Standards and Technology?
他们说,你看,他们正在举办这些竞赛,推动人们研究后量子密码学,并建议在某个年份前采用后量子方案,我们已经看到一些科技行业开始采用这类技术,比如VPN之类的。
They are saying, oh look, you know, they're running these, you know, competitions or these ways to have people work on post quantum cryptography, they're recommending by a certain year that people should have post quantum and we're seeing some instances of the technology industry update to using these kinds of things, like VPNs and things like this.
我认为这可能是因为所谓的‘现在截获,未来解密’的担忧。
I think that might be because of the so called store and, decrypts later kind of concern.
所以,你对这个怎么看?
So I guess what's your thought on that?
你觉得他们是不是对一些短期内不会实现的事情过度恐慌了?或者你如何看待NIST和其他机构已经在推进某种形式的后量子密码学这一概念?
Do you think that they are just overly panicked about something that's not going to be real anytime soon or how would you, how are you thinking about this concept that NIST and others are already doing some form of post quantum?
我认为,当你面对一个政府机构,尤其是像NIST这样有历史记录的机构时——他们有时可能被其他机构引导,或者自己明知故犯地提出了一些有问题的方案,比如确定性随机比特生成器,或者回顾其他案例,比如Clipper芯片。
I think when you're dealing with a government agency, especially NIST who has a history of trying to, you know, in some cases, you know, maybe they were led into it by other agencies or, you know, maybe they themselves proposed knowingly some, some faulty constructions like, you know, the, your, deterministic, random bit generator, or even just, you know, kind of looking back at other instance, like the, the clipper chip.
我的意思是,如果政府强烈推动你采用某种加密方式,你就应该非常非常警惕。
I mean, really if, if the government is strongly pushing cryptography your way, you should be very, very wary.
而且,说实话,我这部分想法并没有确凿的证据,但我不禁怀疑,ECDSA 本身其实已经运行得很好了。
And, you know, there's a part of me, I don't, I don't really have substantial evidence for this obviously, but there's, there's a part of me that doesn't wonder if, you know, ECDSA is working just fine.
所以,它在经典计算世界中是一个不错的算法。
So, you know, it's a, it's a good algorithm in the, in the classical world.
如果我是像 NIST 或 NSA 这样的机构,我想设计一种对大多数使用者来说看似非常安全的方案,但其实我清楚某个参数的设定方式,或者知道某种结构能让我在拥有特定信息的情况下,安全地破解这个方案——比如在涉及国家安全风险、法院传票之类的情况下——我一定会对此感到非常担忧。
If, if I were an organization like NIST or the NSA and, you know, I wanted to come up with a scheme that was, you know, thought to be very strong, when it concerned most actors, but, know, maybe I knew about the way that a certain parameter was specified or I was aware of some kind of structure that would allow me to, you know, given whatever information they have, you know, safely, unlock this scheme if, there was a national security risk or, you know, a warrant or something, I would be really concerned about that.
我确实对这一点非常担忧。
And I am really concerned about that.
尤其是当你注意到这个领域里关于这个话题的歇斯底里情绪时。
Especially, you know, when, when you kind of, pick up on the hysterics, coming out of that community on, on this topic.
但即便抛开那些阴谋论的猜测,我认为学术界和商业界在量子计算问题上正形成一种奇怪的交汇点,因为有很多人已经把自己的学术生涯建立在量子计算的研究之上。
But, you know, even setting aside the tinfoil stuff, I think there's just kind of a weird nexus going on between academia and business when it comes to quantum, because there are a lot of people who have kind of based their academic careers, studying quantum computing.
那里已经形成了一整套的认证体系和基础设施。
There's a whole sort of, you know, credentialing infrastructure there.
而且,根据我在学术界的经验,我认为当时有很多聪明的人和很多出色的工作,但你也可能陷入这样的情况:你并没有真正深入思考自己所做事情的基本原理,只是因为导师在那里,而且他是这个领域的专家,你就跟着他的方向走。
And, you know, from my time in academia, I think there were a lot of really smart people and a lot of good work, going on, but you can also get into these situations where, you know, you haven't really thought hard about the fundamentals of what you're doing and you're just kind of proceeding on something because your advisor, you know, is there and is a subject matter expert.
所以我能理解,为什么在学术界会出现一种围绕量子计算的、看似自发形成的热潮。
And so I could see there being this kind of, you know, emergent phenomenon around, there being a big scene in academia for quantum computing.
当然,这些公司背后也存在着商业利益。
There obviously being business interests around, you know, these companies.
而这三者——政府、企业和学术界——逐渐融合,无意中共同推高了人们对这件事的期待,你明白我的意思吗?
And the two kind of fusing together and creating a situation where, you know, the, those three entities, government, business and academia are, are sort of unintentionally hyping this thing up if that makes sense.
是的。
Yeah.
好的。
Okay.
所以从我们目前看到和听到的情况来看,主要是谷歌、IBM、Continuum 以及一些其他的实验室在做这件事。
And so it seems like, you know, from what we're seeing and hearing it's Google, it's IBM, it's Continuum and a few other labs and things like this.
当然,在比特币圈子里,大家都知道斯捷潘·西杜列夫。
And of course, you know, known in the Bitcoin space is Stepan Sidurev.
他实际上正在一家名为PlanQC的公司研发量子计算机。
And so he is actually working on a quantum computer at, I believe it's called PlanQC.
他是一位在该领域工作的视障研究员,曾在马克斯·普朗克研究所做博士后,我们也都知道他参与过Spectre Wallet的开发。
So he's like a sighted researcher in the field, like postdoc working at Max Planck and things like this, but he also worked on Spectre Wallet as many of us know.
他还参与了底层库的开发,我认为叫m bit,是Spectre DIY的基础库。
And he worked on, I believe, the underlying library, I think it's called m bit, which is underlying like Spectre DIY.
所以他可能是少数真正同时精通这两个领域的人之一。
So he's probably one of the unique people who's actually like an ex like a genuine expert in both in both sides of this.
我记得去年十一月曾看过他在一个小组讨论中发言。
And I recall seeing him speak at a panel and this is in November just of last year.
就在两三个月前,他还说,别着急,至少二十年后再担心这个问题。
So like two or three months ago, he was saying like, only start worrying about this in like twenty years from now, you know?
所以你看,这个领域里有各种不同的观点,对吧?
So you have like this whole range of different views, right?
当一位真正从事该领域研究的专家说,别担心,至少二十年内都不用考虑这个问题,因为在此之前,其他更弱的系统和密码学机制早就被攻破了。
When a genuine like expert in the field cited working on this, he's saying no, it's like twenty years out before you even really worry about this and there'll be like weaker or other systems and cryptography that breaks down before, you know, they get to Bitcoin.
对我来说,这听起来相当合理,还有其他人也提到,比如在一些其他演讲中,人们说比特币要到二十年后才会有风险。
You know, to me it sounds like, that's pretty reasonable and then there are other people like, you know, there are some other talks and things where people are sort of saying it's like, you know, twenty years out before Bitcoin is, you know, at risk sort of thing.
但另一些人却说:不,不,看看他们的时间表。
But then you have other people saying, no, no, look, look at their timeline.
预计在两到五年内就会实现。
It's coming in two to five years.
我们现在就需要协调一次大规模的软分叉。
We need to like do a coordinate a big soft fork now.
是的。
Yeah.
在我看来,情况似乎是这样,再次说明,我不是专家。
It just kind of I guess to me, the way I'm seeing it is like, again, I'm not an expert.
我只是个ADIQ播客主持人。
I'm just, I'm an ADIQ podcaster.
在我看来,如果这真是个现实问题,那更可能是十五到二十年后的事。
You know, it seems to me like if it's a real thing, it's more like fifteen or twenty years out.
当然。
Absolutely.
我的理解也是这样。
I, that's my understanding as well.
我记得亨特·比斯特,他提出了BIP 360,是个很不错的人。
And even, I remember Hunter Beast who's proposed BIP three sixty, very nice guy.
但我记得他在Twitter上就这个实验闹得沸沸扬扬。
But I remember him, you know, kind of making a lot of noise on Twitter about this, experiment.
Twitter上另一个家伙声称他破解了5位ECDSA。
Some other guy on Twitter had done where he allegedly broke five bit ECDSA.
但后来发现,从量子角度来说,这根本不是真的。
But it wound up that, you know, that, that wasn't at all true, in a quantum sense.
当时用了大量经典计算,才得出这个结果,还靠了很多猜测,而这种方式在比特数增加时根本无法扩展。
And there was a lot of classical processing done to kind of arrive at that result and a lot of, guessing, you know, that doesn't scale well with the number of bits.
所以我认为,从根本上讲,我们根本看不到任何迹象表明这件事近在眼前。
So I just think we've, you know, at a fundamental level, we've seen no basis whatsoever that this is anywhere near around the corner.
在我看来,我们根本看不到任何依据表明这距离实现还有一二十年。
We've seen no basis whatsoever in my thinking that this is a decade away, two decades away.
所以从某种意义上说,这一切最终还是回到这一点。
So I think it all does come back to that in a sense.
但没错,我再次强调,我完全支持目前版本的BIP三百六十,但这与量子技术根本无关。
But, yeah, again, I am all for DIP three sixty as written, but it's really, nothing to do with quantum.
那么我想更明确地问一下:假设我们挥一挥魔杖,
And so then I guess to, I guess ask it in a more pointed way then let's say hypothetically, you know, it got it advanced like, okay, let's wave our magic wand.
假设BIP三百六十得到了社区的广泛支持,大家一致同意进行这个软分叉,但未来某天,我们可能又会考虑再做一个软分叉,引入Shor或Sphincs+,或者某种真正的量子签名方案;到那时,可能会出现一个讨论:我们是否要提高区块大小,或者引入某种量子签名折扣,以补偿这些量子签名更大的体积?
Let's say BIP three sixty, you know, the community rallied around that and said, yep, let's do this soft fork, but then maybe in the future it's actually, no, now let's do a soft fork to actually bring in, you know, shrinks or sphix plus or, you know, an actual, you know, and then at that time there might be a conversation around, are we gonna raise the block size or have some kind of quantum witness discount to compensate for the fact that these quantum signatures are bigger?
而且这其实是一个更现实的问题。
And then also, it's also a more real thing.
我们确实将不得不承担一些实际成本。
There are real costs that we will have to pay.
例如,我们将不再拥有HD分层确定性钱包,一些我们习惯的功能,比如音乐和Frost,都将消失;我们会转向沉默支付,理论上,这些都需要改变,甚至我们的硬件钱包也可能需要更新升级,以应对量子签名或后量子密码学。
So for example, we will no longer have HD hierarchical deterministic wallets, you know, things we're gonna lose music too and frost, we're gonna have silent payments, you know, theoretically, like some of these things would have to change and even our hardware wallets might need to be updated and upgraded to deal with quantum signatures or post quantum crypto.
那我这样问你吧。
So let me ask you this way.
你觉得你是支持还是反对这第二步呢?
Do you think would you be for or against that, let's say, that second step?
我觉得这简直是个噩梦。
I think it's an absolute nightmare.
即使你看看SegWit的部署花了多长时间,争议性地讲,Taproot也还没在很多方面完全部署到位。
If you just even look at how long it took to roll out SegWit debatably Taproot hasn't even been fully rolled out in many, in many ways.
我合作过的大多数主要托管方都不支持花费Taproot输出,他们只能发送到Taproot地址。
Most major custodians I've worked with don't support, you know, spending Taproot outputs they can send to Taproot.
但我们都清楚,比特币的部署过程在完整生态系统层面需要非常非常长的时间。
But, we all know that the deployment process for Bitcoin, takes a very, very long time in a full ecosystem sense.
而像量子这样的提议变更,将需要非常长的时间和巨大的努力,但这还不是我根本性的反对理由。
And a proposed change like that for quantum, would take a very long time and a lot of effort, but that's not even my fundamental objection.
好吧。
Okay.
我看待密码学的方式,就像看待制药业一样。
I look at cryptography the way that I look at say pharmaceuticals.
据说老护士们有句箴言:不要服用上市不到八年的药物,因为这些是非常复杂的东西,我们根本无法完全理解。
It's it's allegedly old nurses wisdom that you should not take a drug that hasn't been on the market for more than eight years because, you know, these are very, very complicated things that we just don't fully understand.
而真正有意义的测试平台,只有现实世界。
And really the only meaningful test harness is reality.
对我来说,密码学也是如此。
Cryptography to me is the same way.
你可以纸上谈兵,但除非你真正部署了一个密码系统,并将实际风险置于其中,否则你永远不知道自己有哪些未知的未知因素。
You know, you can do your reasoning on paper, but until you deploy a crypto system and put some actual, risk behind it, you just, you don't know what's, what your unknown unknowns are.
我非常担心,量子加密的炒作会导致我们考虑将未经这种测试和实战检验的密码学方案引入比特币。
And I'm very concerned that the quantum froth is going to lead to a situation where we even consider committing new cryptography to Bitcoin that hasn't seen that kind of testing and battle proofing.
我认为这将是一个可怕的风险,即使只是可选加入,因为一旦你能让足够多的人相信有必要在比特币中加入这种密码学,那么说服同样数量的人使用这些方案锁定他们的币,就只是一步之遥。
I think that would be a horrible risk even if it's just opt in because if you can convince enough people that there's reason to add this cryptography to Bitcoin, it's a very short leap to convince a similar number of people that they should, you know, encumber their coins using these schemes.
而当我们发现,其实我们对这套方案的理解远不如想象中那么透彻时,会发生什么?即使像Sphinx这样的方案,它基于SHA-256,听起来非常安全。
And then what happens when, you know, we find out that we didn't understand the scheme as well as we thought we did, even if in the case of like Sphinx, it's based on SHA two fifty six, which makes it sound very safe.
但你知道,相信SHA-256作为加密哈希算法的有效性,和相信SHA-256被组合起来构成一个签名算法,这两者之间有巨大差异。
But you know, there's a big difference between being convinced of the efficacy of SHA two fifty six as a cryptographic hash algorithm versus SHA two fifty six composed, you know, together to, to, to make a signing algorithm.
那里存在着很大的差距。
There's kind of a big gap there.
因此,我非常反对在比特币中添加任何新的加密技术,除非我们真的、真的需要它。
So I'm, I'm really, really averse to the idea of, adding any new crypto to Bitcoin unless we really, really need to.
我认为在量子计算方面,根本不存在足以支持这种添加的正当理由。
And I don't think there's, there's anything near a justification for that for quantum.
是的。
Yeah.
好的。
Okay.
我们之前讨论过BIT360的Hunter Beast、Ethan和Isabelle,我想另一位作者也是她。
And so we've spoken about the BIT360 Hunter Beast and Ethan and Isabelle, I think the other the other author on that.
所以,这算是一个想法。
So that's I guess one idea.
还有一个马特·科拉洛的计划。
There's also this Matt Corallo plant.
所以我不确定你对这个了解多少,或者你有没有研究过,但大致是这样的,你熟悉这个吗?
So I don't know how much you know about that or if you've kind of looked into that but the gist of it, do you are you familiar with it or no?
我觉得你或者其他人最近可能提到过。
I think maybe you or somebody mentioned it recently.
这个想法是克隆Taproot并创建一个新的见证版本。
It's the idea of cloning Taproot and creating a new, witness version.
这基本上就是Taproot。
That's basically just Taproot.
但当你花费到这个见证版本时,你基本上不期望能够使用密钥花费。
But when you spend to that witness version, you have sort of no expectation about being able to use the the the key spend.
是这样吗?
Is that right?
是的。
Yeah.
哦,差不多吧。
Oh, sort of.
是的。
Yeah.
对。
Yeah.
所以我的理解是,我们会保留现有的钱包,让它们在脚本路径中包含这种后量子时代的TapLeaf,而人们现在仍然在使用标准的Taproot功能。
So it would be I think so the way I understand it is like we would have existing wallets, you know, include this kind of post quantum TapLeaf in the script path while people are still using the standard, you know, Taproot stuff today.
然后,人们可以在其中做任何他们想做的事,而且这些内容今天根本不会上链。
And then the idea is inside of that people can do whatever they want and it's not even revealed on chain today.
所以这实际上不会产生影响,但假设——比如说, hypothetically,量子计算时代来临,量子计算机真的出现了,所有人都达成共识。
So it wouldn't actually impact, but, but post, let's say, quote, hypothetically Q Day comes and the quantum computer is here and everyone agrees.
那么,那时的设想是通过一次软分叉来禁用密钥路径,使得这些用户现在可以使用他们的量子TapLeaf脚本路径,转移到任何新的量子方案中。
And I guess then at that point, the idea would be to have a soft fork to disable the key path such that those users can now spend using their quantum, you know, Tapleaf fancy script path into whatever the new, you know, quantum scheme would be.
所以至少在这一点上,它今天不会占用大量的签名空间,同时也能实现某种可能性;当然,这其中还有很多变量,比如这是一次渐进式变革还是突然的变革,社区能否达成一致,确认量子时代已经到来并该采取行动了。但以你对Matt Corallo的量子TapLeaf计划的理解,你是支持、反对,还是有什么其他想法?
So at least in that way, it's not taking up massive signature space at least today and it would allow you know but of course there's all these moving parts of like is it a gradual break or is it a sudden break and then can the community agree yes Q Day has happened and it's time to now do something but I guess as you understand that, let's say the Matt Corallo Quantum TapLeaf plan, are you like for it, against it, or do you have any thoughts?
我觉得这没什么问题。
It's inoffensive to me.
我的意思是,这也不算糟糕。
I mean, it's not horrible.
但我只是觉得,基于我们目前所知,鼓励人们做这种增加复杂性的事情完全没有必要。
But I, I just think encouraging people to do things like that, with all the added complexity just really isn't merited based on what we know.
这当然是你可以采取的一种方案。
It's certainly something that you could resort to.
这可以作为一个计划存在。
It's a plan to have.
也许Matt的意思就是把它当作一种应急方案。
And maybe that's the way that Matt meant it is a kind of contingency.
如果,你知道的,五到十年后,出现了新的证据,表明情况真的在逼近。
If, you know, whatever, five or ten years from now, have some new evidence that, Oh no, this is actually getting closer.
你知道,也许那会是一个不错的中间方案,但我只是觉得,与其激起人们对这件事的焦虑,不如说:我们是技术人员。
You know, maybe that's a fine halfway point, but I just think there's a real risk in getting people riled up about this stuff rather than saying something like, you know, look, we're technical people.
我们对密码学有很好的理解。
We have good understanding of cryptography.
而且我们真的不认为这是个问题。
And we really just don't think this is a problem here.
如果我们遇到相反的证据,这可能是我们的应急计划清单,但你知道,作为工程师,我们的职责是做出这类判断,并基本向人们提供我们对权衡的最佳评估。
Here's maybe our list of contingency plans if we are presented with evidence to the contrary, but you know, I think it's our job as engineers, to make those kinds of judgments and basically give people our best assessment of what the trade offs are.
当权衡的一方伴随着巨大的复杂性,而另一方看似简单,但实际上对企业和个人以及钱包生态系统来说却是一个相当大的负担。
And when, when one side of the trade off comes with, you know, tremendous complexity and you know, something, something like that, that, that really sounds simple, but for businesses and individuals and the wallet ecosystem is a pretty big lift.
我只是觉得,我们最好说:好吧,理论上我们是可以做到的。
I just think we're better served by saying, okay, we could do that in theory.
但让我们先等等。
But let's wait.
是的。
Yeah.
所以等等看。
So wait and see.
是的。
Yeah.
这确实,咱们等等看吧。
It's a, yeah, let's see.
这是个有趣的观点。
It's an interesting, point.
我有点倾向于同意这一点,但我不确定人们会怎么想。
I'm kind of inclined to agree there, but, yeah, I just don't know what, what are people going to think.
另外,我想说的是那个所谓的马特·卡雷拉计划,我不知道这有没有一个正式名称。
And then, the other, I guess the other point with that, the quote unquote Matt Carrella plan, let's say, I don't know if there's like a proper name for this.
我并没有和他坐下来详细讨论过。
Like I didn't have sit with him.
我最近刚提出来,但我想他心中的另一个想法是,因为很多币都是通过BIP 39助记词来保护的,所以或许可以用零知识证明来证明用户仍然拥有该助记词,然后通过某种零知识方案,假设你禁用了密钥托管服务商,这些用户依然能恢复他们的币。
I put it out recently, but I guess the other thing in his mind was because people can use like because a lot of the coins are secured, like people have a BIP 39 seed phrase and there could be like some kind of ZK proof to prove that they still have the seed, you know, the seed phrase for it and then use a ZK thing to then allow them like hypothetically if you had disabled, you know, the key pass vendor that those people could still recover their coins.
所以实际上,这可能只适用于一些早期矿工、可能的比特币核心钱包用户,以及一些大型交易所和托管方,他们会做一些复杂的事情,比如采用某种预先承诺机制。
So then in practice it would just be like some of those early miners and maybe Bitcoin Core wallet users and maybe some of the big exchanges and custodians and, okay, they would do something fancy and do some other thing, like some kind of commitment thing pre commitment scheme.
嗯嗯。
Mhmm.
嗯嗯。
Mhmm.
所以我想这是一方面,但与此同时,假设量子计算真的存在,所有这些仍然会相当混乱,因为我们得考虑人们需要多长时间才能完成过渡,以及我们是否需要更大的区块大小来允许更多人实际完成迁移。
So I guess that's one thing but at the same time this would be also be I mean assuming quantum is real all this stuff It would still be kind of chaotic because then we would have to think about well How long is it going to take for people to transition over right and are we going to have like a bigger block size to allow that to allow more people to actually transition out?
ZK证明有多大?
And how big is the ZK proof?
对吧?
Right?
比如我认为大卫·韦克勒似乎有过一个想法,但根据我读过的一篇博客文章,那个ZK证明可能有500千字节,所以这可能行不通——如果每个人都要在链上提交500千字节,也许可以设计某种机制,让链上只保留更小的证明,而不是完整的500千字节,但确实,这方面涉及很多复杂性,对吧?
Like some I think David Vexler, I believe, had an idea for it, but from what I read on a blog post, it looked like that ZK proof might be 500 kilobytes so it's kind of that might be a non starter like if every person has to put 500 kilobytes on chain maybe there's some way to do like a proof so so it can be like a smaller amount that goes on chain and not the full 500 kilobytes but yeah, it's just, there's a lot of complexity around that, isn't it?
是的。
Yeah.
完全正确。
100%.
而且,你知道,我认为这些预防性方案中的一些并没有什么问题,比如把某些东西藏在塔普树里,留待以后揭示。
And, you know, again, I don't think there's anything wrong with some of these like prophylactic schemes where you're hiding something in the tap tree for, for later reveal.
我认为唯一的前提是,理想情况下,它今天不应该具备花费能力,因为你不想把塔普根元数据变成有毒废弃物——如果有人获取了它,而恰好出现某种根本性问题,比如你为了预期某种新的加密方案而提前使用了op_success之类的操作,一旦这些信息泄露,你的币在任何事情发生之前就可能面临被盗的风险。
I think the only qualifier there is that, you know, ideally it shouldn't have spend power today because what you don't want to do is turn your taproot metadata into this toxic waste where if anybody gets ahold of it and there's some kind of a fundamental issue, if it, you know, say you're spending to, you know, like an op success or something in anticipation of a new, crypto scheme, if, if that gets loose, all of a sudden now, you know, your coins are at risk of, of theft even before anything has happened.
所以,如果这是一种方案,比如我们把某样东西藏在塔普树里。
So if it's, if it's a, if it's a scheme where it's like, okay, well, we're hiding this thing in the, in the tap tree.
然后在某个时候,我们或许可以做出某种共识变更,使其启用,让基于ZKP的赎回成为可能。
And then at some point maybe we can make some consensus change that turns it on and, you know, makes redemption given a ZKP or something, possible.
我的意思是,再说一遍,我的立场是:尽情发挥,玩得开心。
I mean, again, like, you know, my, my position is go nuts, have fun.
但如果我是在一家公司工作,像我现在这样的职位,我不会建议这么做,因为这需要投入大量工作,而回报却高度不确定。
But, I wouldn't, if I was working at a company like, in, in the capacity that I am now, I would not advise that, because it's a, it's a ton of work for something that's highly, highly speculative.
我的意思是,所有这些东西,我一个朋友打了个比方,就像在航空业四处奔走,极度恐慌,因为有人觉得传送技术两年内就会实现,毕竟AI已经在思考如何实现传送了。
I mean, all of this stuff, you know, the, the, the analogy that a friend of mine came up with is like, it's kind of like running around and being really, really fearful for the airline industry that like teleportation is two years away because we have like the AIs thinking about, you know, how to do teleportation.
这就像
It's T
这一天即将到来。
day is coming.
是的。
Yeah.
没错。
Exactly.
是的。
Yeah.
对我来说,经过多年的思考和阅读这些内容,我虽然只是粗略地了解,但确实觉得这有点类似。
For, for me, you know, again, after years of kind of ruminating and reading about this stuff, you know, I'll be at cursorily, but like, yeah, it kind of strikes me as a similar thing.
当然,我们并没有真正的传送产业。
Granted, we don't have a teleportation industry, really.
所以,也许这并不完全类比,但我认为这正是我们在这里所面对的威胁程度或近似水平。
So, maybe it's not totally analogous, but I think that's like the level of, of, of, real threat that we're dealing with here or approximate.
是的。
Yeah.
好的。
Okay.
好吧,我会让听众自己去判断这一点。
Well, I'll let, listeners make up their own minds on that.
如果你对量子方面的内容没有其他要说的,那我们来谈谈比特币协议吧。
Let's, if you've got nothing else to say on the quantum specific side of things, let's talk just kind of Bitcoin protocol.
我知道你可能有自己的看法,关于比特币协议开发本该怎样发展, versus 它实际的发展路径。
I know you, maybe you have let's say your own views about how Bitcoin protocol development let's say should have gone versus how it has gone.
我知道你曾经对大区块方案有些兴趣,同时也非常关注信令(covenants)方面,显然你参与了CTV和OpVault等相关讨论。
I know you were kind of flirting a bit with big blocker ideas but also really interested in the covenants side of things, obviously, as you were involved with the CTV and OpVault and some of these related discussions.
所以,让我们听听你对比特币协议方面的看法。
So I guess let's, let's hear from you kind of Bitcoin protocol side of things.
你目前在这个问题上的立场是什么?
Where are you at there?
你的总体观点是什么?
Like what's your overarching view?
好的。
Sure.
对。
Yeah.
嗯,斯蒂芬,你知道的,我是个反主流者,我想我们很多人都是这样,如果你在比特币领域,你可能天生就有一种喜欢质疑、不断挑战现状的性格。
Well, you know, Stefan, I am, as you know, a contrarian and that's, think many of us are obviously if, if, if you're in Bitcoin, you have a, maybe a disagreeable temperament that leads you to, you know, constantly, be prodding at things.
我确实如此,很多听众可能已经知道了,但很高兴你提到了大区块的问题,因为我确实觉得这非常有趣。
And I'm certainly that way, as, as many of the listeners may know already, but, I'm, I'm glad that you brought up the big block stuff because I do find that really interesting.
实际上,你之前提到过零知识证明的大小,这使得这个问题变得有点相关。
Actually, you know, you said something earlier about ZKP proof size that, makes that somewhat of a relevant question.
希望这个相关性不会很快变得重要,但你知道,我迄今为止最自豪的一次演讲,是在上一次的第25届会议上。
Hopefully not too relevant anytime soon, but, you know, maybe, maybe the, the talk that I'm most proud of ever having given was, at the last stop next, I think that was 25.
我做了一场演讲,基本上是想用全新的视角,重新评估一种温和版的大区块世界观,也就是说,也许第二层扩展并没有我们所有人之前认为的那么顺利。
I gave a talk, where basically I wanted to sort of reevaluate with fresh eyes, a modest version of the big blocker view of the world, which is to say that, you know, maybe instead of doing, maybe second layer scaling isn't going quite as well as we all thought it would.
那么,如果我们重新转向区块大小作为扩容手段,这个世界会是什么样子?
And so what, what, what does the world look like where we kind of turned back to something like the block size, as a method to scale.
我处理这个问题的方式是,基本上修改了比特币核心代码,以获取大量时间信息。
And the way I went about this is I basically modified a Bitcoin core to give me a bunch of timing information.
你知道,我在每个主要操作周围都加了计时器,从接收区块到存储UTXO,所有这些步骤,因为我想要了解我的家用硬件在住宅带宽下,到底有多少余量可以利用。
You know, I was sort of putting a clock around every major operation that happens, between, you know, receiving a block and storing the UTXO, all that stuff, because I wanted to get a sense of how, my consumer hardware, you know, on residential bandwidth, you know, how much headroom I basically had to work with.
我对结果感到非常非常惊讶,我不会详细展开,如果你感兴趣,可以去看我的OpNEXT演讲,它叫什么来着,大概是‘建模区块大小限制’,但简而言之,我对自己那台价值一千美元、连接着千兆网络的电脑所拥有的余量感到极其惊讶。
And I was very, very surprised at the results, which I won't try and, you know, go, go too much into, you can go watch the OpNEXT talk if you like, it's something called, something like a modeling block size constraints, but, the long and the short of it is that I was very, very surprised with the amount of headroom that my, you know, thousand dollar computer connected to gigabit internet had.
这促使我重新思考一个更宏观的问题:我们在坚持小区块原则时,究竟做出了怎样的权衡?
And it prompted me to kind of evaluate this larger question about like what's actually the trade that we made in terms of, you know, being really principled about small blocks.
这种坚持,是不是只是在过度美化树莓派节点运行者,以及那些极端受限的场景——比如你得通过卫星传输区块?
And, and whether that was just kind of this exercise in, you know, fetishizing like Raspberry Pi node runners and, you know, these like hyper constrained situations where you have to beam, you know, blocks on, on satellite.
在区块大小之争中,我绝对是其中一员。
And, you know, I was, I was absolutely one of those guys in the, in the block size wars.
我是一个彻头彻尾的小区块支持者。
I was as small blocker as, as they come.
但说实话,我所测量到的数据迫使我去重新评估,并将这些发现与闪电网络的发展现状进行对比。
But, you know, to be honest, the things that I measured really forced me to reevaluate and, and, and kind of, you know, juxtaposing that on how things have gone with Lightning.
我的意思是,人们忘记了在最初的闪电网络白皮书中,德莱亚和蓬基本上说过,只有通过增加区块大小,这些技术才能如我们所期望的那样正常工作。
I mean, people forget that in the original Lightning white paper, you know, Dryya and Poon basically say like, hey, the only way this stuff like works in the way that we want it to work is is with a block size increase.
我想我不太记得确切的数字了,但好像是120兆字节左右。
And I think I can't remember the exact number, but it was like a 120 megs or something like this.
是的。
Yeah.
那是他们在2015年或2016年的闪电网络白皮书中给出的数字。
That was the number they gave back in the, I think twenty fifteen or 16 lightning white paper.
对。
Yeah.
没错。
Yeah.
是的。
Yeah.
没错。
That's right.
没错。
Exactly.
所以,我觉得这个想法现在被严重误解了。
And so, you know, I think it's an idea that's that's really gotten a bad rap.
它已经不再受欢迎了。
It's fallen out of favor.
我的意思是,像BSV那帮人搞什么吉加区块,这种参数简直可笑。
I mean, like the, you know, there are laughable, like, parameters like the, you know, the BSV guys doing Giga Blocks something.
吉加兆?
Giga megs?
是的。
Yeah.
对。
Yeah.
这完全荒谬又滑稽,但我觉得彻底否定任何调整区块大小的可能性,不仅不明智,而且可能不现实,这取决于未来会发生什么。
Like, that's completely ridiculous and cartoonish, but, I think like writing off the idea of ever touching the block sizes, is is not only like ill advised, but maybe unrealistic, depending on on what happens.
所以,不管怎样,是的。
So so anyway, yeah.
所以,我其实一直在研究这个,纯粹当作一个有趣的反主流练习。
So that's that's something that I was kind of looking into, just as a as a fun contrarian exercise.
但说到你那个普遍的问题,你想知道我对比特币协议开发有什么看法?
But, you know, to your general question, you know, like, how do I feel about Bitcoin protocol development?
是的。
Yeah.
说实话,当你邀请我来的时候,我挺惊讶的。
I'll be honest when you asked me to come on, was kind of surprised.
我当时想,我都已经过气了,半退休状态了。
I was like, you know, I'm I'm like washed up and semi retired at this point.
他为什么想找我聊?
What does he want to talk to me for?
因为我觉得,我曾经经历过提出共识变更的过程,而我对比特币开发作为一个人类系统处理和评估这类提案的方式,其实并不怎么满意。
Because because of, you know, I think I, I had this experience navigating the process of proposing a consensus change and you know, I, I wasn't really thrilled about, the way that Bitcoin development as a human system is set up to, to kind of process and evaluate that.
很多人认为,我肯定会因此心力交瘁、变得愤世嫉俗,但说实话,从我2015年刚开始参与核心开发起,就一直在艰难地争取做点有意义的事。
And a lot of people think, I would expect that, you know, that really burned me out and jaded me, but the honest truth of it is that, you know, from the very beginning, of, of my development career in core, which was like 2015, it's really just been an uphill battle to do anything useful.
这背后有各种各样的原因,我觉得。
And that's for a variety of reasons, I think.
人们常常忘记的是,比特币不仅是密码经济、分布式系统和密码学的实验,也是关于人类组织方式的实验——尤其是开发如何运作。
One of the things that people forget is that in as much as Bitcoin is an experiment in crypto economics and distributed systems and, cryptography, it's also an experiment in human organization in terms of how the development works.
我认为,在很多年里,甚至直到Taproot之前,比特币一直遵循着一种隐性的等级制度:有少数几个人,只要他们想往某个方向走,且这个方向看起来合理、没有明显问题,事情就会朝那个方向推进。
And, you know, my belief is that for, many years, maybe up until taproot, Bitcoin operated under this sort of implicit hierarchy where there were a few guys who really, you know, if they wanted to go a certain direction and it was like plausible and there, there weren't any obvious problems, like that's the direction that things went.
但后来,这些人逐渐退出了,有些甚至明确表示:‘我不再参与共识相关的事了。’
And what happened was that those guys kind of abdicated in the sense that they stepped back and, know, in some cases explicitly said, Hey, I'm not going to do this consensus stuff anymore.
这造成了一个真空,而大家都以为这个真空会被一种无领导、按功绩选拔的、赛博朋克式的在线人类组织所填补。
And that created this, vacuum that I think everybody thought was going to be filled by, some kind of a like leaderless merit meritocratic, you know, cipherpunky online human organization.
回头来看,这种想法有点天真。
And I think that was kind of naive in hindsight.
我认为这个真空至今仍未被填补,自Taproot以来,协议实际上没有取得有意义的进展。
And I think that vacuum hasn't been filled and the protocol hasn't meaningfully progressed since Taproot.
而且,尽管有一些非常可信的提案和大量认真的工作投入,但目前并没有任何迹象表明它会取得进展。
And, and really there are no signs that it's going to, despite some very credible proposals, you know, some serious work that's been put forth.
我和杰里米花了大量时间在CTV上。
You know, me and Jeremy spent a lot of time on CTV.
我的意思是,杰里米多年来一直如此。
I mean, Jeremy, for years and years and years.
我最初是CTV的误解者和批评者。
And, I started out as a, as a sort of CTV misunderstander critic.
我不理解它。
I didn't get it.
大概在2019年我第一次接触到它的时候。
When I was first presented with it maybe in 2019.
但当我开始研究托管相关的东西时,我才终于明白了,豁然开朗。
And then, you know, when I started working on custody involves and things like that, I finally got it and it clicked.
那是在2021年。
That was in '21.
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而且,你知道,当时有很多聪明、善意的人在推进这个提案,但这个提案被许多在比特币圈内地位很高的人所接受的方式,让我觉得并不具有建设性。
And, you know, there were, there were a lot of smart, well intended people, you know, working on that proposal and just, the, you know, the way that it was received by many who are high status in Bitcoin, you know, didn't strike me as productive.
而且,现在确实是个重新审视这一切的有趣时机,因为最终我牵头组织了某种被一些人视为最后通牒的东西。
And, really, think it's an interesting time to kind of reexamine all this because, you know, I ultimately wound up kind of organizing, what, what some perceived as an ultimatum.
但实际上,那只是想写一封公开信,就是这个ctv-css.com,到现在还挂着。
It was really just meant as kind of an open letter, this, you know, ctv-css.com, which is still up.
如果你不熟悉,可以去读一读,但当时的想法是,我们这些希望以具体方式继续推动契约(covenants)理念的人,对进展如此缓慢感到震惊。
You can go read it if you, if you aren't familiar, but the idea was that, you know, many of us who wanted to keep, you know, pushing forward this idea of covenants in a concrete way, were taken aback by, how little progress had been made.
因此,许多非常聪明、长期贡献的人在这封信上签名,基本上是说:嘿,我们知道核心团队理论上并不完全掌控比特币,但作为最受欢迎的实现,如果要评估任何共识变更,我们都需要核心团队的参与和支持。
And so, you know, a lot of very, very smart longtime contributors signed this letter basically saying, you know, Hey, we recognize that, you know, core, at least theoretically doesn't like totally run Bitcoin, but at the same time as the most popular implementation, if a consensus change is going to be even evaluated, we need some engagement support from core.
所以我们非常希望你们能审阅这些拉取请求,并合并实质性的内容。
So we'd really like you to, you know, review these pull requests and merge substance.
像安德鲁·波尔斯特这样的人都在这封信上签了名。
You know, guys like Andrew Polstra signed that letter.
实际上,很多算力也无意中在这封信上签了名。
A lot of hash rate signed that letter unintentionally really.
那是去年六月的事了。
And that was back in June.
你知道,当时我们提出了一个六个月的期限,问:到那时我们能完成这件事吗?
You know, and there was sort of a six month, Hey, you know, can we, can we get this done by then?
那样的话,时间就到了12月25日。
Would put us at, you know, December 25.
现在已经是2月26日了。
It's now February 26.
所以这个努力基本上失败了。
So that effort sort of failed.
那已经是我能组织起来的最周全的尝试了。
And that was about as composed an effort as I could muster.
我们得到的回应是桑德斯和波因塞特提出的一个反提案,简单来说,根本没人认真关注,反而只是加剧了分裂
What we got in response was sort of a counter proposal from Sanders and Poinsett that, you know, in in in plain terms, nobody really paid much attention to and just kind of served to fracture the
反模板哈希提案
counter template hash proposal.
所以,在你看来,模板哈希与CTV和Stack中的CheckSig相比如何?
So in your view, how does template hash compare with CTV and CheckSig from Stack?
是的。
Yeah.
模板哈希基本上只是CTV的一个功能较少的版本,因为它仅支持TAP,这对托管方来说是一个重大限制,因为事实证明,如果你是一个专业的托管方,很可能你目前部署了HSM,而市场上几乎没有任何HSM原生支持Schnorr签名。
Template hash is basically just kind of a less feature full version of CTV in the sense that it's tapered only, which is a major constraint for custodians because it turns out that if you're a serious custodian, probably you've got an HSM deployed at the moment and, almost well, no HSM on the market has native Schnorr support.
所以,我不了解任何一家大规模的托管方在支持TAP,也许只有BitGo,我想我认识那边的某个人。
So, I'm not, I'm not aware of a single tap, a single, custodian at scale that's, you know, supporting Tapper, maybe, maybe BitGo, I think actually, I know somebody over there.
对。
Right.
因为他们不是也让Brandon Black为他们的音乐工作吗?
Because they didn't Brandon Black work on their music too?
是的。
Yes.
是的。
Yes.
是的。
Yeah.
我不想说,不确定他是否公开过这件事,但确实是。
I didn't want to say, not knowing if he was public about that, but yeah.
是的。
Yeah.
对。
Yes.
但即便如此,我不确定这在BitGo内部是否算主流。
So, but even then, I'm not sure if that's, I'm not sure how mainline that is within BitGo.
他能告诉你。
He'd be able to tell you.
我只能说,我接触过的许多托管方其实并没有计划支持Taproot,因为考虑到实现难度,目前并没有足够有说服力的使用场景。
I can just say that, you know, a lot of the custodians I've, I've looked at work with, you know, don't really have plans to support Taproot because there isn't a compelling use case given, given how hard it is.
因此,由于模板哈希仅支持Taproot,某些应用场景就被排除了,比如金库和预签名交易,或者替代预签名交易的需求。
And so, you know, with template hash being Taproot only, you have certain uses that, that just kind of rules out, in terms of doing things like, vaults and pre signed transactions, or replacing the need for for pre signed transactions.
另一点是,CTV的一个非主流但吸引人的用途是BidVM团队提出的,即承诺交易中的其他输入,但模板哈希会将其剔除。
The other thing is that one of the the appealing uses of CTV was kind of this off label use that the BidVM guys had come up with, which was essentially committing to, other inputs within the transaction and, template hash strips that out.
模板哈希的另一个作用,也是像我和杰里米·鲁宾这样的人主要反对的点在于,它会承诺到annex字段,而我们还不清楚annex到底有什么用。
The other thing that template hash does and maybe the most, you know, fundamental objection that guys like me and Jeremy Rubin had is that it it commits to the annex and we don't really know what the annex is is for yet.
所以我觉得,现在就把自己锁定在这一点上为时过早。
And so I just kind of think it's premature, to lock ourselves into, to that.
我的意思是,你纠正我,你可能比我更了解,但我以为有些LN对称形式是用到了annex的。
I mean you correct me, you probably know better than me but I thought there were some forms of LN symmetry that used the annex.
我以为这可能是其中一个可能有用的用途。
I thought that was one thing that apparently might be useful.
而且我猜格雷格·桑德斯确实做过一些关于LN对称性的研究。
And I guess Greg Greg Sanders is like had done some work on LN LN Symmetry.
所以我不确定。
So I don't know.
也许就是这个原因。
Maybe it's that.
我不知道。
I don't know.
是的。
Yeah.
对。
Yeah.
我想可能他的动机是他以某种方式应用了它。
It it it I I I think that maybe was the motivator was that he had applied it somehow.
他希望模板哈希能与艾伦对称性配合使用。
He had he had he wanted template hash to work with Allen Symmetry.
我的反对意见是,这些属于不同的问题。
My objection was, you know, these are sort of orthogonal concerns.
你可以保持CTV不变,只是引入一个类似允许你提交NX的操作码。
You could leave CTV as is and, you know, simply introduce some opcode that's like, you know, allowing you to commit to the NX if you want to.
但我相信可能存在一些你不希望这样做的情况,例如,附录的一个提议用途可能是当你实现跨输入脚本聚合时,需要将某些元数据放入附录中。
But, I'm sure there, there may be cases where you don't want to, for example, you know, one of the proposed uses of the annex may be if you ever get to, you know, cross input script aggregation, you know, there may be some metadata that you need to shove into the annex.
所以我觉得,如果你不需要做这个承诺,而不是将其分解,那这种设计选择其实是不必要的。
And so I just think it's, it's kind of an unnecessary design choice, you know, to, to, to make that commitment if you don't need to, rather than decomposing it.
总之,这其实没那么重要,因为关键在于,当时有一群人非常热衷于使用CTV,但那些所谓的‘核心学院派’人士却跳出来表示:我们不喜欢CTV,但我们喜欢另一个我们认为做得更好的东西。
So anyway, it's not really that important because the, the upshot is that, you know, the conversation kind of fell apart because you had all these people who were very enthusiastic about using CTV and, you know, the, the sort of core ivory tower guys came along and said, well, we don't, we don't like CTV, but we like this, this other thing that, you know, we, we think does a better job.
但不幸的是,人们的精力是有限的,我认为要重现CTV曾经积累的那种持续、深入的审查和理解,已经非常困难了。
But unfortunately, you know, people's bandwidth is limited and, and, you know, I think there was, it's, it's very hard to, to reproduce that kind of Lindy accumulation of review and, understanding that, that CTV had had.
而且这又回到了一个事实:过去在比特币中非常强大的共识形成机制——在SegWit和Taproot时期尤为显著——无论好坏,如今已经不复存在了,因为技术社区内部不再有那么强大的领导层级。
And again, it kind of comes back to the fact that this, this consent manufacturing process that used to be very robust in Bitcoin, that was very robust during the SegWit Tapper days, you know, for better and for worse, that just kind of no longer exists, because you don't have as strong a leadership hierarchy within the technical community.
我明白了。
I see.
我想知道你对A.J. Towns的看法,他有一种缓慢而稳健的哲学,关于如何推动比特币的共识变更,他对此也写过一些内容。
And I, I'm curious your view on, let's say, think about like an AJ Towns where he's, he's got this kind of slow and steady philosophy in terms of how, you know, or he's written a bit about how he thinks, let's say, consensus changes should be pushed forward in Bitcoin.
举个例子,你知道的,但对听众来说,这是一个名为‘Inquisition’的Signet,它相当于各种比特币想法的试验场,而事实上,现在刚刚在该Inquisition Signet上激活了一个Bit54共识清理方案。
So as an example, there's this inquisition, which as you know, but for the listeners, it's a Signet which is sort of like a testing ground for various Bitcoin ideas and I think even right now actually there is a Bit54 consensus cleanup which is now just recently active in that Inquisition Signet.
所以我想听听你对这件事的看法。
And so I'm curious your thought on that.
这仅仅是慢工出细活的问题吗?
Like, is it just a matter of like slow and steady?
这是否意味着必须花更长的时间?
Is it just a matter of like, it just has to sort of take a longer time necessarily?
嗯,我认为没人会说要仓促行事。
Well, I, you know, I think nobody's saying fast and loose obviously.
但确实,慢而稳也有不同的程度。
But, yeah, there are different gradations of slow and steady.
你知道,我和AJ合作过一些。
You know, AJ and I have worked together a bit.
我们之间的合作关系并不太好,有些原因,但据我所知,他现在主要专注于一种Lisp方言,可能是作为Simplicity的替代方案。
We didn't have a great working relationship, for, for, some reasons, but, to my knowledge, right now he's, he's primarily focused on, like a lisp dialect that he's, working on as a kind of maybe alternative to simplicity.
我对这类改动的看法是,这可能会让一些人感到意外,因为我真的这么认为。
And I just look at those kinds of changes as, and this might surprise people that I believe this.
我认为这类改动在当前阶段不适合比特币,因为我觉得比特币应该已经结束了这种引擎大修式的、引入大量新代码和对脚本模型进行重大更新的变革。
I I look at those kinds of changes as inappropriate for Bitcoin at this stage because I think Bitcoin should be done with these engine lift style, massive overhauls that just introduced reams and reams of new code and substantial updates to the scripting model.
我认为比特币已经告别了那样的时代。
I think those days are over for Bitcoin.
我认为我们已经具备并应当固化这些特性,因为它们是对脚本环境真正的根本性改变。
I think like we, we have and should, ossify past those things because those are truly existential changes to the scripting environment.
添加类似CTV或检查模板验证的东西,抱歉,是检查合约验证,这是萨尔瓦多的出色提议。
Adding something like say CTV or a check template verify, or I'm sorry, a check contract verify, which is Salvatore's great proposal.
这些更类似于添加时间锁,而不是像隔离见证或Taproot那样的重大变革。
Those, those are more akin to, you know, adding time locks, rather than like something like SegWit SegWit or Taproot, which were really
是细微的改进,而不是彻底的、把引擎拆掉换上新引擎那样的改变。
marginal improvements rather than wholesale, like take out the engine and plug in a new engine kind of changes.
是的,完全正确。
Yeah, exactly.
而且,Taproot的设计方式使其具有极高的可升级性。
And, you know, Taproot was done in such a way that it's very, very upgradeable.
Taproot在很多方面就是作为这样一个框架构建的,这样我们就无需再进行如此巨大的升级来改变脚本系统了。
You know, Taproot was, you know, in many ways built as that framework so that, okay, we don't have to do this giant lift anymore to, to, to, to sort of change the world in terms of scripting.
所以我看的是Simplicity,还有Bullish,那是AJ的东西。
So I look at simplicity, I look at bullish, which is, AJ's thing.
而且我再次强调,我非常怀疑,因为如果Simplicity本应是简单的,但如果你真的去查看代码,首先,它令人震惊。
And I I'm, again, I'm just very skeptical because if, you know, simplicity is supposed to be simple, but if you, if you actually go and look at the code, number one, it's horrifying.
其次,你把共识的问题转变成了:哪些jet被提供,以及你提供哪些jet来使某些操作更高效。
And number two, you're shifting the question of what is consensus into what do the jets do and which jets are you offering and to make, you know, certain operations efficient.
比如说shot256,你需要这样一个jet,因为它是一个逃生出口,因为Simplicity本身是一个极度简单、受限的语言。
Like say shot two fifty six, you know, you need this like jet for that, which is an escape hatch because simplicity itself is this, this hyper simple, you know, constrained language.
所以你实际上只是把标准转移到了:哪些功能能获得jet支持,哪些不能,这些jet与共识的兼容性如何,等等。
So you're really just kind of like moving the goalposts into what gets a jet, what doesn't, you know, how consensus compatible are the jets and so on and so forth.
我并不是说Simplicity没有好处。
I'm not saying there wouldn't be benefits to simplicity.
我认为可能会有一些好处。
I do think there, there may be.
但你没有考虑到这些变更所带来的复杂性成本,我认为这些成本是巨大的。
But that's not incorporating the price of the complexity of the changes, which I think are substantial.
所以,不管怎样,关于AJ的缓慢而稳定的做法,我觉得这种说法说起来很容易。
So, so anyway, you know, in terms of AJ's slow and steady thing, mean, I think that's that's easy rhetoric to give.
但现实是,比特币确实有一个自然硬化的过程,这个过程应该是存在的。
But the reality is that, Bitcoin does have this natural hardening process, which should exist.
总有一天,我们真的不应该再改动比特币的脚本系统。
There, there should come a day where we're really not touching the scripting of Bitcoin.
我认为,由于比特币变更的组织现实,这一天可能已经到来。
I think that day actually may already be here just because of the organizational realities of how Bitcoin changes.
而且,像迈克尔·塞拉这样的人都说,绝对不要让开发者碰这个东西。
And, you know, you've got guys like Michael Saylor saying, you know, like, no way, get the developers away from, from this thing.
以前,这种说法真的让我非常不爽。
And, you know, that used to really, really rankle me.
但我现在差不多已经达到了一种禅意的境界。
And I think I've kind of hit a Zen moment with it more or less.
因为,部分要归功于你和其他一些朋友。
Be because, and partially thanks to you and other people on, you know, other, other, other friends of ours.
我逐渐意识到,限制因素并不是比特币本身在技术上的局限,而是人以及人们使用比特币的方式。
I've kind of realized that the limitation isn't really like, like, yeah, Bitcoin itself is technologically limiting, but, but really the fundamental limiter is like people and the way that people want to use Bitcoin.
事实上,大多数人并不想承担自行保管的責任。
And you know, the reality is like, most people just don't want the responsibility of, of doing self custody.
我曾长期认为,作为工程师,我的职责是让这一切变得更简单、更好,推出一些工具,让人们在不担心或不经历极其复杂过程的情况下就能拥有自己的比特币。
And I thought for a long time, I still think that it's, it's my job as an engineer to make that, to make that easier, to make it better, to introduce tools that, you know, let people take possession of their coins without really, really worrying about it or without it being a really, really hard process.
我的工作是尝试为协议做好未来准备,当它成为世界货币基石时,能有越来越少的人在没有可信中介的情况下直接持有UTXO。
You know, it's my job to try and future proof the protocol when it's like the monetary backbone of the world and, know, increasingly limited numbers of people can, can actually get access to holding UTXO themselves without a trusted intermediary.
我把这视为我的职责,但我也明白现实就是如此,比特币在脚本层面的变更可能已经走到了尽头。
I look at that as my job, but I also understand that reality is what it is and Bitcoin may just kind of have run its course in terms of these script level changes.
我们拥有了现有的东西,就应该好好利用它。
And, you know, they're we've got what we've got and we should make the best use of it.
是的。
Yeah.
有意思。
Interesting.
所以
And so
当然,撇开像八十年后的时间戳漏洞之类的问题不谈,假设到时候大家都会乐意为这种问题升级,这其实不算大事,但据我所知,另一面的情况是它实际上不会生成区块,因为会耗尽资源,不过这终究是个小问题。
obviously setting aside things like there's like this timestamp bug in like eighty years from now or whatever, like assuming everyone's gonna be you know cool to do do an upgrade for that that's not a big deal but certainly because that'll be a hard fork but from what I've heard it's like the other side of that will actually not create a block because like it'll run out and anyway that's kind of a small thing.
如果你喜欢的话,因为确实存在一个问题:比特币协议开发是否真的应该大力走向CTV、LNHANZE、CCV这类技术路径,这些技术能实现如LN对称性,或让ARC等各类二层方案更容易实现,从而改善自我托管体验。一方面,当然,你和我都希望更多人能实现自我托管,但另一方面,正如我之前提到的,真正的瓶颈究竟是什么?是社会和经济层面的问题吗?就拿现在来看,如果我们观察链上数据或内存池。
If you like because yeah because there is this question of should Bitcoin protocol development really go hard down this pathway of like CTV or LNHANZE or CCV and some of these ideas that enable things like, you know, LN symmetry or or make it easier to do things like ARC and these various, you know, forms of, you know L2s that then enable better self custody and you know on one side of it it's like yeah I mean obviously you and I obviously would like more people to self custody but at the same time I I Yeah, as as I've mentioned before it's like where's the real Bottleneck is it actually just like a social and economic thing that you know Even now like if we look on chain if we look on you know mempool.
目前,获得下一个区块确认的空间成本有多高?
Space right now how how costly is it to, you know, to get next block?
你只需要支付每字节1聪的费用。
You can get one sat per V byte.
按法币计算,只需9美分就能获得下一个区块确认,对吧?
In Fiat terms, it's 9¢ to get next block confirmation, you know?
所以,我们可以讨论所有这些人在使用自我托管的闪电网络之类的东西,但事实上,还有大量用户在使用托管服务或二层方案,比如闪电网络、ARC、Spark、Ecache、Fetty、Liquid等等。
So it's all like we can talk about all these people doing self custodial Lightning and things like that, and then there's actually just like all these people just using either custodial things or L two stuff like Lightning and Arc and Spark and Ecache and Fetty and, you know, liquid and whatever.
所以,我想知道,你对此持什么观点?
So I I guess where do you sort of land on that?
接下来的采用路径是什么?
What's the next, you know, adoption pathway?
这是个很好的问题。
It's a great question.
我最近有这样一个经历:几年前我 setup 了一个家庭安防系统,这些摄像头不连接互联网。
You know, I had this experience recently where, a few years ago I set up this, home security system, these cameras that, you know, don't talk to the internet.
它们是便宜的中国产摄像头,我已经将它们网络隔离了。
They're cheap Chinese cameras that, that I've network isolated.
所有这些东西都是自己托管的。
It's totally self hosted all this stuff.
我非常喜欢它。
And I love it.
几周前,我在 Twitter 上发了一条帖子,说:嘿,这个东西真酷。
So I made a Twitter post a few weeks ago saying, Hey, did this thing is cool.
回应非常热烈。
And the response was overwhelming.
人们都说:天啊,这太酷了。
People were like, Oh man, this is so cool.
我真的很想要一个。
I really want one.
于是我心想,好吧,也许我应该把这个做成产品什么的。
And I thought, okay, well maybe I should productize this or something.
但后来我意识到,我花了整整两周时间,做起来特别困难,比如在房子里布网线根本不是件容易的事。
But then it occurred to me that, you know, I spent like a good two weeks of, of difficult, you know, like running cat five through your house is not easy.
于是我突然明白,很多人以为自己想要一个自托管的摄像头系统。
And it dawned on me that a lot of people think that they want a self hosted camera system.
但其实他们真正想要的用户体验,可能是随便挂三个无线摄像头,然后当有人在前门时,三星电视能显示画中画效果——而我完全没这个功能。
But probably what they really want in terms of the user experience is like throwing up three wireless cameras and then having their Samsung TV display a picture in picture when someone's at the front door, which I totally don't have.
这是一套疯狂又老套的设置,只因为我技术很强才适合我。
It's this crazy hackneyed, you know, set up that that works for me because I'm highly technical.
所以这次经历让我意识到,人们常说他们想要隐私,这其实是个经典问题。
And so it was just this experience of realizing, you know, it's this, this, this classic issue that people say they want privacy.
人们说他们想要自我托管。
People say they want self custody.
他们说他们想要有韧性,但当真正需要付出努力去实现时,却非常困难。
They say they want to be resilient, but when it comes to actually kind of doing the work to make it happen, it's very difficult.
所以是的,我真的认为像OpVault和CTV这样的东西可以创造一种情况,让你只需一部手机和一个交易所账户,就能通过手机获得接近冷存储级别的安全性。
So yeah, I, you know, I, I really thought that, things like OpVault and CTV could create this situation where you had, you could just have a cell phone and maybe an exchange account and you would have near cold storage level security just receiving through your phone.
那曾是我所谓的伟大黄金梦想。
That was kind of my like, you know, big golden dream.
然后我想,好吧,也许那时人们会真正以更大数量持有自己的加密货币。
And then I thought, okay, well maybe then people will actually take possession of their coins in larger number.
你知道,现实是,即使如此,人们还是想要便捷的体验,想要出色的用户界面。
You know, I think the reality is that even then, people want like to be handheld, they want a great user experience.
他们希望可以打电话给某人说:嘿,发生什么事了?
They want to be able to call somebody and say, Hey, what's going on?
你知道,他们甚至不想走到那种需要求助的地步。
You know, this isn't working or they don't even want to get to that, that, that situation.
因此,交易所确实提供了这一点。
And so that the exchanges definitely offer that.
关于未来技术,过去几个月我有点退出了关注。
In terms of future tech, you know, I I've tuned out a little bit in the past few months.
我知道一些ARC相关的东西非常令人兴奋。
I mean, I know some of the ARC stuff was very exciting.
事实上,那家公司叫Second吗?
I mean, in fact, is it is the company called Second?
斯蒂芬·罗斯和埃里克?
Stephen Roos and Eric?
斯蒂芬·罗斯
Stephen Roos
和尼尔
and Neil
还不错,还有埃里克那些人。
was fine and the guys, Eric.
这些家伙真棒。
Love lovely guys.
很棒的家伙。
Lovely guys.
这些人在做这件事时,简直再友善、再聪明不过了。
You just, you know, couldn't couldn't be nicer, smarter guys working on this stuff.
所以我真的很高兴他们在这里,但史蒂文是推动CTV和CSFS的关键人物之一,因为他认为这能大大降低交互要求。
And so I'm really, I'm, I'm really happy that they are, but Steven was one of the big guys pushing for CTV, CSFS because he said, it just, it reduces the interactivity requirements.
它让我们能在ARC中实现一些真正能提升用户体验的功能,让用户真正愿意使用。
It allows us to do things in arc, that are really, you know, create this better user experience that people are actually going to want to use.
你知道,为了避免某种尾部风险——比如黑天鹅事件,让我们在法律或地缘政治上陷入困境——要让人们原生使用比特币进行支付或存储财富,你就必须创造一个与信用卡相当的用户体验。
You know, I think to, to absence some kind of tail risk, you know, black swan event that really puts us in a, in a bad situation, you know, legally or geopolitically in order to get people using Bitcoin natively for things like payments, you know, or even storing their own wealth, you need to create a user experience that's like on par with credit cards.
这非常困难,极其困难。
And that's very difficult, super difficult.
所以我很高兴有人正在研究这些事情,作为一种预防措施,以防那一天真的到来,到时候我们有一个足够好的备用系统。
And so I, I kind of, I'm glad those things are being worked on as a, as a sort of, you know, a prophylactic for, for if that day ever comes and, you know, we've got this, this, this backup system that's like works well enough.
我认为这是一项了不起的工作,但我总觉得,我们可能会继续对那些上线的系统感到失望。
I think that's great work to be doing, but I just think we're, we're going to probably continue to be disappointed by systems that roll out.
结果发现,它们要么比我们想象的更封闭,要么在实际使用中并没有我们预期的那么好,我认为这就是我对闪电网络现状的评价。
And it turns out that, you know, they're either more proprietary than we thought, or, you know, they don't work as well in practice as we thought, which I think, you know, is my assessment of how lightning has gone.
我认为2020年闪电网络的炒作势头实在太强、太大了。
I think hype for lightning in like 2020 was so strong, so big.
我认为几乎每个人,无论程度如何,都或多或少感受到了那种热潮退去后的失落,因为闪电网络并没有完全按照我们预期的方式实现。
And I think almost everybody in varying degrees feels a little bit of a hangover from that because it, it didn't quite materialize maybe in the way that we thought.
当然,也有人表示它运行得非常好,他们可能是对的。
Now other people say it works great and they're probably right.
但我们的期望确实太高了。
But I think expectation were expectations were high.
因此,对于任何后续的二层方案,我们都应该适当降低预期。
And so we should reign that in for any, any subsequent layer twos.
是的。
Yeah.
我认为事情的发展并没有像我们所有人预期的那样。
I think it didn't happen the way we all thought it would.
而且,我也得承认,我也有份。
And, know, I put my hand up as well.
我显然是闪电网络的倡导者。
Like I was obviously a promoter of lightning.
但公平地说,我到现在还是。
I still am to be fair.
但你想想,当初那个愿景——每个人家里都运行一个节点,通过Tor连接并支付,我确实这么做了,但大多数人并没有,结果它渐渐变成了一种专业人士的游戏,运行闪电网络、成为LSB,现在它已经不再被看作是一种普通大众日常使用的东西了。
But you know that vision of like everyone having a node in their own home and like connecting to it over tour and like paying now I did that but it's just most people were not and you know it just kind of it's sort of becoming more like a professional's game you know it's more like a professional's game of running lightning and being an LSB and you know sort of it's it's not really seen as like a quote unquote you know everyday pleb thing nowadays.
现在,也许我们只是处于一个低谷期,也许仍存在增长的潜力,比如可能会出现大量Fetty实例,这将成为闪电网络网关的一种方式;也许我们正在看到自托管体验的改进,至少移动端的用户体验不错,Phoenix简直太棒了,我用Phoenix作为日常钱包,现在我也在用Spark的自托管版本,用起来相当不错。
Now you know maybe we're just kind of in a local bottom you know like maybe there is an element of growth like maybe we're going to see a lot of Fetty instances come up and that's going to be like one way that like lightning gateways are around there and you know maybe we're seeing improvements in the self custodial like at least the mobile UX right Phoenix is amazing I use Phoenix like it's my daily driver Wallet of Satoshi have the Spark self custodial version now which works pretty well.
ARC团队正在努力,他们也推出了自己的版本。
You know, the ARC guys are working and they've got their own kind of version of it.
Bull Bull钱包已经具备了流动性功能,但Francis正在后台试验ARC。
The bull bull wallet has kind of liquid, but Francis is experimenting with ARC in the background there.
所以,你知道,从某种角度来说,也许我们扩展得太成功了,因为现在有这么多人在使用这些不同的二层网络,或者你愿意怎么叫都行——我知道有些人对‘Liquid是不是二层网络’这种问题很较真,但不管怎样,如果我们宽泛地把它们都视为二层网络,它们确实大幅降低了交易费用,现在人们都在用它们了,Coinbase、Binance、OKX、Bitfinex,所有这些大型交易所现在都接入了闪电网络。从这个意义上说,我们赢了,但你知道,它仍然没有达到最初梦想中那种尽可能去信任化的程度。
So, you know, it's almost like in one way maybe we scaled too well loosely speaking right that like because so many people are now using these different L2s or whatever you want to call it if you know I know some people get stickler about like is liquid an L2 and so on but whatever like if we just consider them broadly as L2s They've brought the fees down a lot and people are using them now and Coinbase and Binance and OKX and Bitfinex and all the all these big exchanges they have lightning now So in that sense we won but You know, it's still not the, it's not as let's say trust minimized as maybe the initial dream was.
是的,这跟互联网的发展非常相似,对吧?
Yeah, well it's very much like the development of the internet, right?
我想,如果你我和我在1993年闲逛,我们会畅想每个人都在家里运行自己的邮件服务器,实现数据的彻底去中心化。
I think if you and I were hanging out in '93, you know, we'd have these grand visions about everybody having a mail server in their house and you know, being this, this great decentralization of data.
但这种对比让人清醒,因为如果你看看现在互联网的运作方式,它在很多方面确实很神奇,但在另一些方面,绝大多数人其实只在使用TikTok、Facebook、X、Instagram,这些几乎就是99%的人眼中的整个互联网。
And it's a bit of a sobering comparison because if you look at the way the internet functions now, I mean, obviously it's, it's magical in many ways, but in other ways, everybody's either going to like Tik TOK, Facebook, X, Instagram, and that's, you know, in some ways like the entirety of the internet for 99% of people.
所以,是的,我认为这正体现了运行基础设施的难度,尤其是要稳定可靠地运行。
So, yeah, I think, it is that principle that running infrastructure is very hard, especially reliably.
所以,如果你有一个Fetimint的部署,或者一个ARC、一个ASP,你就得确保这些服务一直在线。
And so if you have say a Fetimint installation, you know, or, or an arc, an ASP, you have to make sure that stuff stays up.
这可不是个简单的问题。
And that's not an easy problem.
我以一个前DevOps工程师、同时也是现在仍在家中运行DevOps的业内人士身份这么说。
I'm, I'm speaking as a, a former DevOps guy, you know, still, still current DevOps guy from a household.
而且,对你我这样的人来说,这也很有挑战性。
And, you know, even for someone like me, it's challenging.
所以,也许在某个时候我们会迎来某种技术上的救助,会出现某种不可思议的方式来实现这些事情。
So yeah, maybe at some point we'll get some kind of a technological bailout and, and, there'll be some incredible way to do this stuff.
但我确实认为,事物会自然而然地走向中心化。
But I do think that things are going to centralize just as a, as a course of nature.
也许这也没关系。
And, maybe that's okay.
AI 这方面非常有趣,因为我确实认为它赋予了个人运行这类系统的能力。
The AI stuff is very interesting because I do think it brings a lot of power to, individuals to, to run these kinds of things.
你知道,那些原本不是程序员、对 Unix 一无所知的人,现在也能让 AI 教他们如何去做这些事情。
You know, people who maybe otherwise like weren't programmers don't really know how like Unix works, but they can get the AI to, you know, teach them essentially how to, how to do this stuff.
我觉得这挺酷的,但这可能只是个边缘现象,而不是计算方式上的一次巨大范式转变。
I think that's kind of cool, but it's, that's probably a marginal phenomenon rather than some kind of a huge phase shift in the way that computing works.
是的。
Yeah.
这几乎就像是限制因素在于能动性,对吧?
It's almost like a, the limiting factor is agency, right?
比如个人能动性,那种愿意去尝试使用这个工具来搞清楚它的人。
Like as in personal agency, the kind of person who will go and like try and use this tool now to figure it out.
而以前,你必须是个真正的‘极客’才能进去,弄明白‘哦,原来命令行是这么用的’之类的。
Whereas maybe before it was like you had to be a real quote unquote hackerman to get in there and like figure out, oh, here's how you do your command line stuff and whatever.
我想我们还应该聊聊另一个话题,显然你是Assume UTXO背后的那个人,当然,这也可能和那些大的阻塞问题有关,因为你知道,像Assume UTXO和Utree XO这样的方法,这些想法或许可以以某种方式结合起来,让‘奶奶’也能轻松运行一个快速启动的验证节点。
I guess another thing we should chat about is obviously you were the guy behind Assume UTXO and of course maybe some of this ties into kind of the big blocker stuff as well because you know these approaches like Assume UTXO and Utree XO, some of these ideas maybe they can be sort of combined in such a way that quote unquote grandma can have an easy validating node that spins up really quickly.
你能不能就此稍微评论一下?
Do you want to just comment a bit on that?
比如,显然你是SMUTXO背后的那个人。
Like, in terms of like, you know, obviously you were the guy behind the SMUTXO.
你能不能给我们分享一下你对这个技术的最新想法,以及它对未来比特币节点同步意味着什么?
Do you want give give us any updated thoughts on that and what it means going forward with Bitcoin node syncing?
是的。
Yeah.
我对这种安排持极其看好的态度。
I couldn't be more bullish on that arrangement.
我实际上可能正在这个领域做些事情,但你说得完全正确。
I actually, am kind of maybe working on something in this department, but, you're exactly right.
将假设UTXO、UTXO和修剪技术,以及我们已有的诸如紧凑过滤块或紧凑区块过滤器等技术结合起来。
The union of you assume UTXO and UTXO, and pruning, as well as, you know, technologies we've had for a while, compact filter block or, compact block filters.
好记性。
Good memory.
好记性。
Good memory.
是的。
Yeah.
这些技术的结合创造了一个非常令人兴奋的节点环境,我认为。
The union of, of that tech creates a really, really exciting node environment, I think.
我几乎惊讶于还没有人去尝试过。
And, I'm sort of almost amazed that nobody has gone at it.
我可能得自己来做,因为我觉得当你把这些东西结合起来,就会创造出一种很棒的体验。
I might have to myself because I think when you combine those things, you create Yeah.
一个
A
我的意思是,我很想知道,你有没有看过 Floresta 项目?
I mean, I'm curious, have you seen the Floresta project?
是的,我看过。
Yeah, I have.
我看过。
I have.
我觉得这是一个非常棒的方向。
And I think that's a really cool direction.
我完全支持那些人正在做的事情。
I'm, I'm totally supportive of, of what those guys are doing.
我觉得那里可能会有一些非常令人兴奋的东西。
And I think there, there could be something very exciting there.
我有点像一只锈熊。
I'm a little bit of a rust bear.
我之前翻了翻他们的 cargo 依赖文件,里面的东西真不少。
I was, I was kind of poking through their, cargo dependencies file and there's just a lot of stuff in there.
说到像 node 这样的软件,我在依赖项的选择上非常非常保守。
And when it comes to, you know, things like node software, I'm very, very conservative in terms of the dependencies that I take on.
不过,总体而言,我非常支持这类项目。
So, but, but in general, I'm, I'm, I'm highly supportive of stuff like that.
我认为这是一个非常令人兴奋的项目,背后有一些非常出色的特性。
And I think, I think that's a very exciting prod project with, with some very exciting features behind it.
但有趣的是,即使核心本身使用了略有不同的默认设置,比如默认启用获取并采用 UTXO 快照,从 bitcoincore.org 获取最新快照——这其实并不是一种安全假设。
But even if, you know, what's funny is like, even if core itself was packaged with slightly different defaults, like if it was set to say retrieve and assume UTXO snapshot, the latest one from whatever bitcoincore.org, which again, isn't, isn't a security assumption.
这也不是一种信任假设,因为所获取内容的哈希值已经硬编码在源代码中。
It's not a trust assumption because the hash of whatever is being retrieved is hard coded in the source code.
它会与加载的快照进行比对验证。
It's checked against whatever snapshot is being loaded in.
然后你配置了修剪功能,你知道,树XO有点太空时代,更像是一种扩展功能,但即使只是这些,我想对大多数人来说,一小时内就能运行一个轻量级节点。
And then you configured pruning, you know, you tree XO is a little bit space age and a bit more of a kind of a scaling feature, but even just those things, you know, you'd have a lightweight node up in operation for most people, I think within like an hour.
所以我觉得这会非常非常令人兴奋。
So I think that would be really, really exciting.
而且,是的,也许我会在那方面有一些进展。
And yeah, maybe you'll see some developments from me there.
也许不会。
Maybe not.
我们走着瞧。
We'll see.
是的。
Yeah.
所以我这里有几个方向要探索,但举个例子,我是前两天刚查了这些数据。
And so I've got a few directions to go here, but as an example, I mean, I checked maybe one or two days ago, I looked up these numbers.
关于全球节点统计,我想这其实是卢克·达舍的统计数据。
On the kind of global node stats, I think this is Luke Dasher's stats actually.
据说全球大约有88,000个比特币节点,其中约24,000个可以在Bitnodes仪表板上访问到。
Apparently there's about 88,000 Bitcoin nodes around the world and of that 88,000, it's about 24,000 that are reachable on I think Bitnodes dashboard.
所以,你说是不是挺讽刺的?比特币采用率的估计值大约是一亿,可能两亿、三亿,就在这个范围内。
So, you know, isn't it kind of funny that we have, you know, the estimates for Bitcoin adoption is something like a 100,000,000, maybe 200, maybe 300,000,000, something in that range.
但在这么多人当中,只有大约十万左右的人在运行比特币节点,你觉得这是为什么呢?
And then out of all these people, it's only, you know call it a 100,000 people who are running a Bitcoin node on you know why is that in your view?
是因为信任的代理问题吗?大多数人乐于信任Treza账本服务器,或者他们的交易所之类的。
Is it just again the agency aspect of it like most people are happy to just trust Trezza ledger servers, or, you know, their exchange, this kind of thing.
确实如此。
It really is.
就好比,我每天能从中得到什么好处呢?
It's like, well, what benefit am I getting out of this on a daily basis?
你和我知道这背后有抽象的好处,但这些好处非常抽象,在日常生活中很难量化。
You know, you and I know there's an abstract benefit, but it's very abstract and it's, it's hard to quantify in your daily life.
而且,我想再强调一下,让计算机稳定可靠地运行是很困难的,比如管理你家里的电脑和手机之间的网络连接。
And, you know, again, I just, I want to reiterate keeping computers up and running reliably is difficult, you know, managing a network connection between say your home computer and your mobile phone.
这并不难,但对大多数人来说,这只是他们没有经验或不了解的领域。
It's, it's not hard, but for most people, it's just a domain they, they have no experience with familiarity with.
他们根本不知道什么是可能的,什么是不可能的,难度在哪里,难度又在哪里。
They, they don't, they don't really know what's possible, what, what isn't, how hard it is, how hard it isn't.
所以,是的,我认为这其实是同样的问题。
And so, yeah, I think it's kind of the same.
这就像为什么没有更多人运行自己的闪电网络节点或FettyMints呢?
It's, you know, it's, it's the same problem as like, oh, why aren't, you know, more people running their own Lightning node or FettyMints?
这其实是同一种情况。
It's, it's that same sort of thing.
那移动设备独占这个概念呢?
What about this concept of just mobile only?
因为我们正逐渐进入一个许多人没有笔记本电脑或台式机的世界。
Because we are kind of moving into this world where there are people who don't have a laptop or a desktop.
他们只拥有移动设备。
They just have a mobile.
也许就像乌得勒支那种紧凑状态节点,或者类似荧光剂的东西,也就是传说中的奶奶只需要一部手机就能作为验证客户端。
And maybe the Utrechtso thing of like having a compact state node or a fluorester thing, which is like, you know, the proverbial grandma can just have a phone that is a validating client.
比如说类似这样的东西。
Let's say something like that.
但你对移动节点和移动端这个概念现在怎么看?
But where are you at on this concept of mobile nodes and mobile?
是的。
Yeah.
仅仅是移动节点。
Just mobile nodes.
那里的硬件正变得非常令人印象深刻。
The hardware there is getting really impressed.
我的意思是,这已经令人印象深刻很久了,而带宽在任何方面都不再是限制因素。
I mean, it's been really impressive for a while and bandwidth doesn't seem to be a limiter by any stretch of the imagination.
所以我认为,技术上可能今天就已经可行了。
So I think it's technically feasible probably, you know, today.
即使你只是说,好吧,我们选择一个相对激进的UTXO高度,也就是最近刚收到区块并检查交易确认数的情况。
Even if, if you're just saying, okay, we pick a sort of aggressive, assuming UTXO height, that's, you know, relatively recent or whatever, in terms of just receiving the block and checking the cigs.
我还没有做过任何基准测试。
I haven't done any benchmarking.
你肯定需要做一下。
You would definitely need to do that.
这在我看来并不是一件不可想象的事情。
That doesn't strike me as a, as an inconceivable thing.
从计算角度来看,对这些手机来说可能非常容易。
It's probably, you know, very easy from a computational standpoint for these phones.
但这种方案最终会遇到一些意想不到的困难,我几年前发现的是,移动操作系统对后台程序非常不友好。
What, winds up being the kind of unexpected difficulty with something like that, which I found out a few years ago is that mobile operating systems are very hostile to, programs just right
是的,正是如此。
Yeah, at exactly.
所以这有点可笑,因为这并不是什么根本性的限制。
And so it's like, it's almost funny because that's not like any kind of fundamental limitation.
这只是平台运作方式的自然结果。
It's just sort of the way the platform operates.
所以我认为,讽刺的是,如果你愿意采用一种激进的UTXO高度假设,大部分问题可能就出在这里。
And so I think that's probably where most of your, your trouble would be ironically, if you were willing to pick a kind of aggressive assuming TXO height.
是的。
Yeah.
有意思。
Interesting.
所以很可能,我认识的大多数移动钱包之所以采用Electrum服务器模式,正是出于这个原因。
So it may just be, I mean that's, that's probably why most of the mobile wallets that I know are just kind of the Electrum server model.
它们只是不断请求:‘告诉我我的余额吧。’也许这背后确实有原因——从某种意义上说,是的,我们可以说,我们完全可以道德上劝诫人们应该实现自我主权,但这种指手画脚对大多数人根本不起作用,他们根本不在乎,只会选择最实用、最便宜的方式。另一个例子是,人们总爱抱怨经济舱长途航班,但你猜怎么着?人们还是愿意花钱买票、坐飞机,因为他们不想多花钱,我也理解。但人们未必会承认这些,而这可能正是他们的主要驱动力:价格。坐商务舱更贵,我们能责怪他们吗?
So they're just calling out and saying you know feed me my balances and you know maybe there's a reason for that right like it's kind of you know in one sense yes we can say you know there's not a lot of let's say we can go out and morally lecture people that you should be self sovereign like the finger wagging is not really gonna do it for most people right they're not gonna care they're just gonna do whatever is practical and cheap you know or another example would be like people love to complain about economy class long haul flights but guess what People pay for it, people do it because they don't want, they would rather not pay and I don't blame them but it's you know people aren't necessarily going to admit these things but that might be a big driver for them like just the price it's more expensive to fly a business class or whatever and can we blame them for that?
所以我想说的是,关于手机这件事,是的,我们可以说苹果和安卓系统在省电方面非常激进,但这是不是因为终端用户想要一整天的电池续航呢?
Like and so I guess my point is like with the phone thing yeah we can say well apple and android are really aggressive about battery saving but could that be because the end users want full day battery life?
是的,是的。
Yeah, Yeah.
这种情况下的平均情况更好。
The the average case for that is is better.
是的。
Yeah.
对他们来说,这是个理性的决定。
It's like that that's a rational decision for them to be making.
这很可能是个不错的功能。
It's a it's a good feature probably.
大多数应用不应该无限制地在后台运行,你知道的。
Most apps shouldn't be running in the background, you know, unmitigated.
不,我完全同意。
So, no, I totally agree.
我认为让我醒悟的悲哀真相是,要让这种自我责任的根本性转变在很大程度上发生,必须要有某种灾难性的事件,伙计。
I think the sad truth, that I'm waking up to is that for that kind of fundamental shift in self responsibility to happen in any appreciable amount, it's going to take something really catastrophic, man.
比如,一个主要的交易所必须倒闭,或者人们需要感受到痛苦,而这也是一种理性的适应,对吧?
Like, you know, a major exchange is going to have to go under, or, you know, people need to feel pain to, and that too is a rational adaptation, right?
我的意思是,不是每个人都能像你我这样,时刻考虑这些可能性,提前做好准备,花大量时间担心自己的隐私足迹之类的。
Like, I mean, if like, not everybody can be like you and me in that, you know, we're like thinking about these eventualities and like kind of preparing and like, you know, spending a bunch of time, you know, worrying about our privacy footprint or whatever.
大多数人根本没有时间做这些事。
Like, most people don't have time for that.
他们只能去倒垃圾、上班、赚钱,还要养孩子,处理其他各种琐事。
They just like, they have to take out the trash and go to their job and make money and, you know, feed their kids and whatever else.
所以,要让人们真正理性地把注意力重新分配到比特币托管,甚至关注比特币本身,
And so for people to actually rationally reallocate attention to something like Bitcoin custody or even paying attention to Bitcoin.
我的意思是,人们之所以会关注比特币,是因为他们的钱正明显地在眼前蒸发。
I mean, people are incentivized to pay attention to Bitcoin because their money is obviously evaporating in front of their eyes.
于是我想到,哦,好吧,这或许能帮我摆脱那个非常棘手的问题。
And so I was like, oh, okay, well this is, you know, this, this might bail me out of that very thorny problem.
但就实际进行自托管而言,最近几年对大多数人来说,还没有出现过什么迫在眉睫的危机事件。
But in terms of actually taking self custody, it's like there's there's no hair on fire thing in recent memory for most people.
不过,你和我,记得当年Mt.
Now, you and I, you know, remember when Mt.
Gox倒闭的时候,我们眼看着BlockFi也垮了。
Gox went under, we, you know, watched BlockFi go under.
像这样的事件,应该会给人们留下深刻印象。
Events like that, you know, should make an impression on people.
但我认为,真正要让人有所触动,必须得是某种巨大、可怕且可能非常痛苦的事情。
But I I think it's gonna really have to be something big and scary and and probably painful to kinda like shake
动摇人们的根本信念。
people's own core.
如今,必须得是Coinbase托管出了问题。
Nowadays, would have to be something went wrong with Coinbase custody.
对吧?
Right?
我的意思是,或者像BitGo这样的大型托管机构出了事。
I mean, or like a BitGo or, you know, one of these like massive custodians.
那会带来什么后果呢,老兄?
And what would that do, man?
你觉得会发生什么?
What do you what do you think would happen?
如果Coinbase托管出问题,你认为整个经济世界会就这样放任不管吗?我的意思是,比特币
Like, if Coinbase custody goes under, do you think that the the economic world is just gonna kinda let that fly like Well, mean, Bitcoin
会挺过来,但确实会造成相当大的冲击。
would survive, but, yeah, it would be a it would be a pretty, know, disruption.
我认为,如果发生这样的事,肯定会提出一些非常令人不安的建议。
I think there would be some very uncomfortable proposals put forth if something like that happened.
你觉得他们会试图回滚或做点什么吗?
You reckon they would try to roll back or try to, you know?
我有可能会,
I could, I could,
我能相信这一点。
I could believe that.
我的意思是,我甚至不知道会是谁提出这样的建议,但我绝对能想象有人会说:我们不能让这种情况继续下去,也许,我不知道,也许
I mean, I I wouldn't even know who would propose it necessarily, but I I could absolutely see people saying, well, we we we can't let this like and and maybe, I don't know, maybe
我记得,是 CZ 还是其他人向币安提出了这个想法。
I remember, was CZ or someone floated the idea to to Binance.
对吧?
Right?
当币安遇到问题时,有人
When Binance had something and someone
不是杰里米吗?我觉得杰里米曾提出过一个非常疯狂的方案,比如发动一次重组攻击,来激励矿工把那些不良区块重组掉。
Didn't Jeremy I thought Jeremy proposed some kind of, like, very crazy scheme for, like, a reorg attack that would, you know, incentivize miners to org out the bad blockers.
大概是这样的。
Something like that.
我依稀记得,曾经有人提出过类似这种疯狂的方案。
I seem to recall there being some kind of crazy schemed scheme pitched along those lines.
但说实话,我觉得这种情况不太可能发生,不过谁知道呢?
But I just, I mean, to be honest, I think it's unlikely to happen, but mean, who knows?
是的。
Yeah.
但积极的一面是,比特币的采用率正在增长。
But I guess on the positive side though, I mean, look, Bitcoin adoption is growing.
是的。
Yes.
我们现在从高点回落了。
I mean, we're down from the high right now.
所以,人们有点害怕。
So, you know, people are kind of scared.
恐惧与贪婪指数现在处于低位,人们有点看跌。
The fear and greed index is sort of at a low point now and people are kind of a bit bearish.
你知道,我认为人们只是需要学会放宽视野,理解我的想法——我会听听你的回应,但我的看法是:我们会实现很多我们想要的东西,虽然不是全部,也不会在我们预期的时间点发生。当我刚入行时,我以为一切都会很快发生,但显然,十三年过去了,这其实是个漫长的过程。现在,我更多是从幂律的角度来看待采用率之类的事情。因此,我某种程度上接受了这一点,但我确实相信比特币将改变世界。
You know I think people just have to like learn to zoom out and understand like I mean here's how I'm thinking about it and you know I'll get your response on that but the way I'm seeing it is Look we're gonna get a lot of the things we wanted not all of them and not when we thought they would happen, you know, like when I was a noob, I thought it was all going to happen so quickly and obviously now, you know, thirteen years on or whatever, you know, it's a long process and nowadays I'm kind of looking at like power law in terms of like adoption rates and things like that And so, you know, I'm just kind of, I guess resigned to that aspect of it, but I do think Bitcoin is going to change the world.
我认为采用率还会继续增长。
I think adoption is going to carry on.
可能还需要几十年,也许再有二十年左右吧。
It might be a few more decades, maybe it's two, two more decades or whatever in that range.
它会对经济和世界产生真实影响,即使这不是理想的愿景,而且我仍然希望我们能实现某种CTV或类似的东西。
And it will have a real impact on economics and the world, even if it's not the ideal vision and you know, I still, I'm still hopeful that we get some kind of a CTV or something like that.
也许现在还不是时候,但人们最终会接受这一点。
And maybe not right now, maybe people, will eventually come around to that.
所以,我想这就是我的立场。
So I guess that's where I'm at.
你希望最终达成什么观点?有什么总结性的想法吗?
Where do you, wanna, where do you want to land and, have any closing thoughts?
我很高兴地说,我同意所有这些观点。
I'm happy to say I agree with all that.
不过,我会给它加上我标志性的悲观视角。
Although I'll put my, you know, signature pessimistic bent on it.
法币贬值是实实在在的。
Look, Fiat debasement is realer than real.
人人都知道这一点。
Everybody knows that.
人人都知道这一点。
Everybody knows that.
黄金和白银已经过了它们的辉煌时期。
Gold and silver have seen their day in the sun.
但作为一个在成为比特币信徒后定期重新评估这些事物的人,你真的无法再以同样的方式认真看待它们。
But you know, as someone who's like reevaluating those things periodically after being a Bitcoiner, you just can't look at them seriously in the same way.
比如说,中国能伪造黄金吗?
It's like, okay, you know, can China like fabricate gold?
我怎么知道这东西是真实的?
How do I know this thing is real?
我没有质谱仪。
I don't have a mass spectrometer.
如果我想卖掉它,我会在价格上遭受巨大的价差,还得依赖各种信任机制,投入大量资金。
If I want to sell it, I'm going to take some huge spread right on the chin and, know, trust ups with however much money.
这简直是一场噩梦。
It's like, it's, it's, it's just a nightmare.
而且,真的没有什么能替代比特币。
And, there, there really isn't any alternative to Bitcoin.
它确实是摆脱这场正向我们袭来的风暴的唯一合理途径。
It's really the only halfway plausible way out of this like storm that's headed for us.
因此,从这个角度来看,我依然非常欣赏它,你知道吗?
And so I still really appreciate it in that sense, you know?
我认为它在这一用途上仍然有效,即使不是在短期的字面意义上。
I think it's, it's still working for that use, even not like in short term literal terms.
从技术角度来看,它仍然是唯一可能在即将到来的任何事物之后运作的方案,除非——你知道——我们真的退回到某种奇怪的金本位,而那个 sheriff 正在让你的货币贬值。
It's still from a technological standpoint, of the only plausible thing that can, you know, operate on the other side of whatever's coming unless, you know, unless, yeah, we really do revert to some kind of a bizarre gold standard where the sheriff you're being inflated.
你知道,各国会像搬运巨大的金块飞机一样,来进行净结算。
And you know, countries are like carting around, you know, giant planes of gold to do net settlements.
所以,也许这种情况会发生,但相比之下,比特币显然更适合作为这种价值传输的媒介。
So I mean, maybe, maybe that happens, but by comparison, Bitcoin just seems to be such a better medium for that kind of value transmission.
所以它依然是一个美妙的存在。
So it's still a beautiful thing.
这仍然是最酷的工作之一。
It's it's it's still absolutely one of the coolest things to work on.
但作为工程师,当你看到可能的前景和你本可以得到的东西,却得不到时,确实很难受。
But, yeah, it's just it's it's tough as an engineer when you kind of see what the possibilities are and what the things, you know, you could be getting are, but you're not getting.
相信我,你希望你的工程师们有些不满,这样他们才会努力为你争取更多。
And trust me, you want, you want some level of disgruntlement among your engineers so that they're working to get more for you.
好吧,我们就说到这里吧。
Well, yeah, let's leave it there.
是的,我们谈到了一些内容。
So, yeah, we covered a few things.
显然,还有量子悲观主义以及比特币协议方面的内容。
Obviously, the quantum bearishness as well as, you know, Bitcoin protocol aspects.
听众们,请关注詹姆斯的线上动态。
Listeners, make sure you follow James online.
你可以在 James OB 找到他,当然还有网站 ctv-csfs.com。
You can find him at James OB, and, of course, the website ctv-csfs.com.
詹姆斯,感谢你今天参加我的节目。
James, thanks for joining me today.
谢谢你邀请我,斯特凡。
Thanks for having me on, Stephane.
总是很愉快。
Always a pleasure.
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