The Daily Gwei - An Ethereum Podcast - 后量子以太坊、快速确认规则等 - 每日Gwei补给第862期 - 以太坊更新 封面

后量子以太坊、快速确认规则等 - 每日Gwei补给第862期 - 以太坊更新

Post-quantum Ethereum, Fast Confirmation Rule & more - The Daily Gwei Refuel #862 - Ethereum Updates

本集简介

《The Daily Gwei Refuel》每两个工作日为你回顾以太坊和加密生态系统中的所有大事——由Anthony Sassano主持。 讨论主题的时间戳和链接:https://daily-gwei-links.vercel.app/recent 00:00 开场曲 00:10 抗量子以太坊 https://x.com/ethereumfndn/status/2036464704235692454 https://x.com/corcoranwill/status/2036225236798959737 https://x.com/davwals/status/2036442507437867130 27:01 快速确认规则 https://x.com/_julianma/status/2033851796574154808 31:11 以太坊基金会的首个验证节点已激活 https://x.com/nixorokish/status/2034636871188504986 36:04 EIP倡导者手册现已上线 https://x.com/nixorokish/status/2036890179781177746 39:15 澄清L1与L2的关系 https://x.com/rudolf6_/status/2036139486846091745 43:42 在以太坊L1上私密交换 https://x.com/soispoke/status/2034587465382514773 https://x.com/soispoke/status/2034255732141342870 本集也可在YouTube观看:https://youtu.be/1_iNz6xkkpM 订阅通讯:https://thedailygwei.substack.com/ 在YouTube订阅:https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA/ 关注Anthony的Twitter:https://twitter.com/sassal0x 关注《The Daily Gwei》的Twitter:https://twitter.com/thedailygwei 加入Discord频道:https://discord.gg/4pfUJsENcg 免责声明:《The Daily Gwei》所有传播渠道中提供的信息仅用于教育目的,不应被视为投资建议。

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Speaker 0

大家好。

Hello, everyone.

Speaker 0

欢迎来到《每日补给》的又一期节目,在这里你们可以了解以太坊生态系统的最新动态。

Welcome to another episode of Daily Refuel, where you cap the latest news in your Ethereum ecosystem.

Speaker 0

我是你们的主持人伊恩。

I'm your host, Ian.

Speaker 1

我是萨萨诺。

This is Sassano.

Speaker 1

2026年3月26日。

The 03/26/2026.

Speaker 1

好了,各位。

Alright, everyone.

Speaker 1

我们开始吧。

Let's get into it.

Speaker 1

再次抱歉错过了周一的节目。

So apologies again for missing Monday's episode.

Speaker 1

最近几周我一直在忙我的非加密货币、非以太坊的日常生活,但今天既然已经是周四了,我还是要做一期节目。

Just been busy, you know, in my, kind of, non crypto, non Ethereum life the past few weeks, but I am doing an episode episode today, obviously, it being Thursday today.

Speaker 1

但我得跟你们说点坏消息。

But I have some other bad news for you guys.

Speaker 1

下周不会更新节目了。

There won't be an episode next week.

Speaker 1

我计划从下周开始,彻底断开与网络世界的联系,一直持续到复活节结束,因为我想在没有社交媒体干扰的情况下,好好享受这段时间。

I am planning to take another kind of, I guess, cold turkey break from everything from, like, the online world, starting next week, to the end of Easter because I do wanna enjoy that period of time without the distraction of, you know, social media and all that.

Speaker 1

所以,我打算从下下周一,也就是30号开始,一直到接下来的周一,也就是4月6号,完全退出。

So I think I'll be basically breaking from next, next Monday, so the thirtieth to the following Monday, so the sixth of of April.

Speaker 1

也就是3月30日到4月6日。

So March 30 to April 6.

Speaker 1

我不会在Discord上出现。

I won't be on Discord.

Speaker 1

其实我最近根本就没怎么上Twitter。

I I mean, I'm not even really on Twitter these days.

Speaker 1

我偶尔会转推一些内容,但那段时间我完全不会碰。

I kind of retweet things, but I won't be on that at all.

Speaker 1

不会去看价格或者类似的东西。

Won't be checking price or anything like that.

Speaker 1

这和几年前以太坊ETF获批前我所经历的那次断联非常相似,我一直打算再做一次,你知道的,自那以后我就没再做过。

It's very similar to the break that I took, before the e ETF was approved a couple of years ago now, and I've been meaning to do one, you know, I haven't done one since then.

Speaker 1

我早就想再做一次了,因为正如我之前在节目中讨论的那样,那种从一切中抽身、摆脱这种成瘾的感觉非常解脱,因为我想我们很多人都在否认自己对手机、社交媒体和网络世界的依赖。

I've been meaning to do one for a long time because I think as I discussed on on the episodes back then, it was very freeing, to be able to kind of take a step back from everything and kind of break that addiction because I think a lot of us maybe are in denial about the fact that we are addicted to our phones, social media, the online world.

Speaker 1

当我那次断联时,我真的感受到了戒断症状。

And I really did feel withdrawal symptoms when I did that kind of break.

Speaker 1

但几天后,感觉非常好。

But then in, you know, a couple days later, it felt really good.

Speaker 1

就像我说的,我感到自己从这种东西对我的控制中解脱了出来,而且我在其他事情上也变得更加高效。

And I felt, as I said, like freed from this hold that this thing has on me, and I was a lot more productive in other things that I was doing.

Speaker 1

所以我很期待,我的意思是,你们也知道,我一直在写我的书。

So I'm hoping that I mean, I've been able to like you guys know I'm writing my my book.

Speaker 1

顺便说一下,我差不多快写完初稿了。

I'm almost at the end of doing the first draft, by the way.

Speaker 1

这就是大致的更新情况,但我希望远离社交媒体能让我更专注于这件事,因为我确实发现有时候很难集中注意力。

That's that's the kind of update there, but I'm hoping that the break from social media will allow me to focus even more on that because I do find it difficult to focus sometimes.

Speaker 1

比如,我努力消除干扰,但这真的非常困难。

Like, I try to get rid of distractions, but it's just it's just very hard.

Speaker 1

所以接下来我会继续这么做。

So I'm gonna be doing that, from there.

Speaker 1

不过,这些话题就说到这儿吧。

But enough about that.

Speaker 1

我们来聊聊过去一周半的新闻吧。

Let's jump into the news over the last week and a half.

Speaker 1

我觉得这段时间发生了很多事情。

So there's been quite a bit of movements, I think.

Speaker 1

你知道,价格没什么太大变动,但没关系。

You know, price has not really done anything, but, you know, that's okay.

Speaker 1

价格有时候就是横盘整理。

Like, price goes sideways sometimes.

Speaker 1

这就是现实。

That's just how it is.

Speaker 1

从技术发展来看,我觉得最重要的有几大趋势。

In terms of tech developments, I think the biggest things, I guess, like, there's there's a few themes here.

Speaker 1

对吧?

Right?

Speaker 1

最重要的当然是持续的核心开发工作,我稍后会详细讲。

The biggest things are obviously, like, continued core development work, which, I will cover, in a little bit here.

Speaker 1

我认为,后量子加密,也就是区块链的抗量子能力,已经成为一个非常重要的议题,这不只是以太坊,而是整个区块链领域。

I think post quantum kind of stuff, like quantum resistance of blockchains generally, not just Ethereum has become a a pretty huge topic.

Speaker 1

当然,还有各种机构层面的动态。

And, of course, all the institutional stuff happening as well.

Speaker 1

我觉得目前在加密货币或以太坊领域,这三大趋势是最主要的。

I think those are the three main kind of themes right now, with regards to what's happening within, I guess, crypto or, I guess, within Ethereum.

Speaker 1

而在更广泛的加密领域,我们看到《清晰法案》有了很多进展。

And then crypto more broadly, we have, a lot of movement on the Clarity Act.

Speaker 1

我们还不知道它是否会通过。

We don't know if it's going to go ahead or not yet.

Speaker 1

那里显然有很多事情在发生,但这与去中心化金融、稳定币之类的东西有关。

There's obviously a lot of stuff happening there, but that's got to do with, you know, DeFi, stablecoins, things like that.

Speaker 1

但同样,对我来说,这属于更偏向机构的范畴,因为清晰性对他们很重要。

But, again, that to me falls into maybe the more institutional bucket because clarity matters for them.

Speaker 1

对于散户投资者来说,这在一定程度上也有影响,但长期以来,散户在加密世界里基本上都能享有相当大的自由,而机构则更多地受到法规、法律等的束缚。

You know, for retail investors, it it matters to an extent, but, like, for a long time now, retail investors have been able to pretty much, like, have relative freedom doing stuff, you know, within the crypto world, whereas institutions are more hamstrung by regulations and and and laws and things like that.

Speaker 1

所以这些主要是针对他们的。

So that's that's more for them.

Speaker 1

但没错,这些就是我目前在以太坊领域看到的三大主要趋势,也是我认为最令人兴奋的进展。

But, yeah, those are the three kind of main themes that I'm I'm seeing right now within Ethereum that are the most exciting things happening, I think.

Speaker 1

而且,是的,我想对很多人来说,这可能并不令人兴奋,他们可能会说,‘我是个密码朋克。'

And, yeah, I I guess, like, for a lot of people that may not be something that excites them, then it may be like, you know, I'm a cypherpunk.

Speaker 1

我在乎所有的赛博朋克价值观。

Like, I care about, you know, all the cypherpunk values.

Speaker 1

我在乎协同性和持久性。

I care about synergy persistence.

Speaker 1

我在乎隐私,还有所有这些方面。

I care about privacy, all that sorts of stuff.

Speaker 1

这些也都在被积极开发中。

And that's all being worked on too.

Speaker 1

这些都属于我之前提到的核心协议主题的一部分,也就是核心协议的范畴。

That's all part of the, I guess, like, core protocol umbrella that I that I spoke about, the core protocol theme.

Speaker 1

当然,后量子相关的内容也包含在内。

And then, of course, like, the post quantum stuff comes into it as well.

Speaker 1

但归根结底,伙计们,我觉得我以前说过很多次了,我们认为加密原生的零售端已经趋于饱和了;如果我们想让这项技术获得更广泛的采用并迈入下一个阶段,现在关键在于机构。

But at the end of the day, guys, like, think I've said this many times before, I think we kinda saturated the the crypto native retail side of things where if we wanted to get kinda more adoption of this technology and to go to the next level, it's the institutions now.

Speaker 1

对吧?

Right?

Speaker 1

他们会带来下一代用户,这没什么不对。

And they're gonna bring in the next wave of users, and there's nothing wrong with that.

Speaker 1

事情本来就是这样发展的。

It's just how these things happen.

Speaker 1

但显然,主要的担忧是,我们能否在吸纳机构的同时,保留以太坊的精髓?

But obviously, like, the main concern is, you know, can we onboard institutions or preserving what makes Ethereum great?

Speaker 1

我认为我们可以。

And I think we can.

Speaker 1

我认为以太坊是唯一能够做到这一点的生态系统。

I think Ethereum is really the only ecosystem that can do that.

Speaker 1

我认为其他每个生态系统要么会被这些机构以某种方式掌控,要么从一开始就不具备这些特性。

I think every other ecosystem is either gonna be captured, by these institutions in some way or another or it's they just never really had those properties to begin with.

Speaker 1

对吧?

Right?

Speaker 1

而到目前为止,他们根本不可能再获得这些特性了。

And there's just no way for them to get those properties at this point.

Speaker 1

很多这些L1链在上线时都会说,哦,是的,我们以后会去中心化,或者以后会变成无许可的,或者以后会增加更多验证者。

Like, a lot of these L1 chains will launch and say, oh, yeah, we'll become decentralized later, or we'll become permissionless later, or we'll, you know, we'll have more validators later.

Speaker 1

但事实是,你们不会。

And it's like, no, you won't.

Speaker 1

你们就是不会。

Like, you just won't.

Speaker 1

这根本不可能发生。

That's just not gonna happen.

Speaker 1

你知道,Tempo最近上线了主网,他们就说,哦,是的。

You know, Tempo launched their main net recently, and they were like, oh, yeah.

Speaker 1

我们最终会实现无许可的验证者。

You you know, we're gonna have permission permissionless validators eventually.

Speaker 1

这听起来不错。

And it's like, cool.

Speaker 1

但就实际而言,即使任何人都能运行验证节点,验证者集合也会非常非常小,因为我不知道你们有没有看过Tempo验证节点的硬件要求,但它们真的非常高。

But like in for all intents and purposes, even if anyone can run a validator, there'll be a very, very small validator set because, I don't know if you guys saw the hydro requirements for a validator on Tempo, but they're really, really high.

Speaker 1

而且根本不会有人有运行自己节点的文化之类的东西。

And there's gonna be no culture of running your own node or anything like that.

Speaker 1

这是一条企业链。

It's a corporate chain.

Speaker 1

对吧?

Right?

Speaker 1

根本一点都不像赛博朋克。

Like, it's not cyberpunk at all.

Speaker 1

所以从这个角度来看,以太坊是唯一真正存在且有能力抵抗这种胁迫和控制的项目。

So when you look at that from that perspective, Ethereum is really the only thing there that exists there and that has a chance at resisting that kind of coercion and capture.

Speaker 1

我认为以太坊到目前为止做得非常好,但接下来的五到十年才是真正的考验,因为机构将会陆续加入。

I think Ethereum has done a really great job up until now, but I think the next maybe, you know, five, ten years is the real test as the institutions come on board.

Speaker 1

我认为以太坊在各个层面都做好了应对的准备——从最底层的协议工作,比如 slashing、非活跃惩罚这些基础协议保护机制,一直到最高层的措施。

And I think Ethereum really is set up to defend against that from, you know, I guess, like, all the way from the lowest level protocol work, the lowest level kind of, I guess, protocol protections we have in place, like slashing, inactivity leaks, stuff like that, right, to to the highest level stuff.

Speaker 1

对吧?

Right?

Speaker 1

所以当你从整体上来看时,我认为以太坊是唯一有可能抵抗这类问题的区块链。

So when when you look at it holistically, I think Ethereum is the only chain that has a chance at resisting these sorts of stuff.

Speaker 1

说到这里,我也正好顺势转入今天想聊的第一个话题。

And on that note as well, I think that that segues me perfectly into the first thing I wanted to talk about with regards to the updates for today.

Speaker 1

后量子以太坊,这是我刚才提到的主题之一,现在对以太坊来说是个大事。

Post quantum Ethereum, that's one of the themes I just spoke about, and that's a big thing now for Ethereum.

Speaker 1

现在有一个新网站 pq.ethereum.org,涵盖了所有为使以太坊具备抗量子能力而进行的工作。

There's a new website at pq.ethereum.org that covers all of the work going into making Ethereum quantum resistant.

Speaker 1

这项工作当然由以太坊基金会主导,但还有许多不同的团队在参与其中。

Now this is being spearheaded by the Ethereum Foundation, of course, but there are a bunch of different teams kinda working on this.

Speaker 1

我认为,这对以太坊来说是一项极其关键的工作。

And I would say that this is, like, extremely critical work for Ethereum.

Speaker 1

在未来几年里,这可能是以太坊协议最重要的任务,因为如果我们不具备后量子安全性,如果我们的系统不抗量子,那么整个协议就可能遭到攻击,甚至被彻底摧毁。

Probably the most critical thing for the Ethereum protocol over the next few years because if we aren't post quantum secure, like, we if we aren't quantum secure, then the protocol stands to basically be attacked and and and killed essentially.

Speaker 1

对吧?

Right?

Speaker 1

我的意思是,我不认为任何东西——不仅仅是加密协议,而是任何东西——都能在这种环境下生存。

Like, I don't think any not just crypto protocol, but just like anything I don't think anything was gonna be able to exist.

Speaker 1

在任何不具有量子安全性的世界里,任何技术性的东西都不可能持续存在。

Any any anything, I guess, technical will be able to exist in a world where it's not quantum secure.

Speaker 1

因此,以太坊的研究人员和开发者对此有着非常清醒的认识,这也是他们启动这一项目的原因。

So, you know, the Ethereum researchers and Ethereum developers are very acutely aware of this, and that's why they've kind of spun up this effort.

Speaker 1

但正如我之前提到的,这个项目并不是全新的。

But as I've mentioned before, this effort is not something new.

Speaker 1

它已经持续了好几年,而我们现在只是在对其进行正式化,这个网站正是为此而建立的。

It's been going on for a few years now, but like we're just formalizing it at this point, and and that's what this website has done here.

Speaker 1

你可以亲自访问这个网站查看。

So you can check out the website, for yourself.

Speaker 1

但当我之前说我认为以太坊是少数有望实现量子安全的区块链之一时,确实还有其他一些区块链声称自己已经具备量子安全性,但它们基本上无关紧要。

But, essentially, what I mean when I said earlier about the fact that, like, I think Ethereum is one of the only chains that stands a chance at at kind of, you know, becoming Post Quantum Secure, there are other chains out there that, I guess, like, are pretty much irrelevant that claim to be quantum secure already.

Speaker 1

我不知道它们是否真的具备量子安全性,但即使它们真的具备,关键在于如果没人使用它们,如果它们只是幽灵链,那其实根本无关紧要。

And I don't know if they are or aren't, but even if they are, the point is is that if no one's using them, if they're like ghost chains, then it doesn't really matter.

Speaker 1

对吧?

Right?

Speaker 1

因为根本没人会想去攻击那些链。

Like, because no one is even gonna care to it to to attack those chains.

Speaker 1

即使它们真的被攻击了,也没人会在意。

And even if they do get attacked, no one's gonna care that they're being attacked.

Speaker 1

我们已经有过这样的例子了,比如以太坊经典过去多次遭受51%攻击,但根本没人关心。

We already have proof of this with things like Ethereum Classic has been 51% attacked multiple times in the past, and no one cared.

Speaker 1

没人放在心上。

No one gave a shit.

Speaker 1

我觉得价格反而还上涨了。

The price actually went up, I think.

Speaker 1

所以,如果是在一个没人关心的链上,那也就随它去了。

So, like, if it if it's if it's on a chain that no one cares about, then, you know, it's whatever.

Speaker 1

但显然,也有一些链是大家非常在意的。

But then there are obviously, like, a handful of chains that people care about.

Speaker 1

对吧?

Right?

Speaker 1

显然有以太坊、比特币,还有一些其他链成功获得了一些使用量,比如BSC链,还有Solana。

You have, obviously, Ethereum, you have Bitcoin, you have some other l ones that have managed to kind of get some usage like BSC chain, for example, and then you have, Solana, obviously.

Speaker 1

还有Tron,主要靠稳定币。

You have Tron with the stablecoin stuff.

Speaker 1

再往后就没什么了。

There's not really much more after that.

Speaker 1

当然还有一些零零散散的,但大多数链——我指的是L1链。

There are some here and there, but for the most part, most chains and I'm talking about l one chains.

Speaker 1

当然,我们还有L2链。

Obviously, we have the l twos as well.

Speaker 1

我现在只谈L1链。

I'm just talking about the L1 chains for now.

Speaker 1

大多数都是死链。

Most of them are dead chains.

Speaker 1

对吧?

Right?

Speaker 1

所以如果被攻击了,也没人会在意。

So no one's gonna care if they get attacked.

Speaker 1

所以你再退一步想想,好吧。

So then you you zoom out a little bit and you're like, okay.

Speaker 1

那么,哪个生态系统真正能够实现这些东西?

Well, which ecosystem can actually implement these sorts of stuff?

Speaker 1

哪个最有希望实现这些,并且还能及时完成?

Which has the best, chance of implementing this stuff and doing it in a timely manner as well?

Speaker 1

我认为比特币实现这些的可能性非常低。

I think Bitcoin stands a very low chance of doing any of this.

Speaker 1

我其实并不太相信比特币能够完全实现抗量子安全。

I don't actually have much confidence that Bitcoin's going to be able to become fully quantum secure.

Speaker 1

我认为它的某些部分会比其他部分更安全,这取决于协议的架构,但这还不够。

I think there are going to be parts of it that will be more secure than others, just the way the protocol is architected, but that that's not good enough.

Speaker 1

因为如果只有一部分是安全的,那就意味着有一部分是脆弱的,这会从根源上破坏一切。

Because if only parts of it is secure, then that means parts of it is vulnerable, and that kind of breaks down everything from there.

Speaker 1

因为假设早期持有大量比特币的地址存在漏洞,这些比特币可能会被盗,然后在市场上抛售,导致大量比特币流入市场。

Because if if let's just say early Bitcoin addresses that hold lots of BTC are vulnerable, then that BTC may end up getting stolen and then, you know, sold in the market and may may may end up being a lot of of BTC.

Speaker 1

而这会严重动摇对比特币的信心。

And that just shakes confidence in Bitcoin.

Speaker 1

对吧?

Right?

Speaker 1

这会彻底摧毁人们对比特币和比特币协议的信心。

That that completely shakes confidence in Bitcoin in the Bitcoin protocol.

Speaker 1

所以,我真的对这方面没什么信心。

So I I just I I don't have much faith there.

Speaker 1

我以前也说过这一点,但我依然不认为比特币在未来任何合理的时间框架内能实现量子安全。

And I've gone through this before, but I just don't have much faith that Bitcoin is going to become quantum secure on any reasonable time frame, going forward.

Speaker 1

至于以太坊,我则完全有信心。

Ethereum, I have all the faith in.

Speaker 1

我这么说可不是因为我明显是个以太坊至上主义者或者什么的,毫无偏见。

And I'm not just saying this because obviously I'm like an eth max and unbiased or whatever.

Speaker 1

我是基于现有信息才这么说的。

I'm saying this based on the available information.

Speaker 1

据我所知,比特币根本没有类似这样的网站。

Like, there is no equivalent website to this for Bitcoin as far as I know.

Speaker 1

没有类似这种关于比特币抗量子计算的网站。

No equivalent post quantum, you know, Bitcoin website.

Speaker 1

根本没有计划。

There is no plan.

Speaker 1

只有一些零零散散的东西。

There is some stuff here and there.

Speaker 1

当然,一些观看本视频的比特币支持者可能会纠正我,我也鼓励你们这么做。

Like, some Bitcoiners who watch this will correct me on this, of course, and I I I encourage you to do so.

Speaker 1

但据我所见,确实有一些相关的工作在进行。

But from what I've seen, there are some there are some work.

Speaker 1

我不会说这里什么都没在发生,但总的来说,这些事情并没有真正制度化。

I'm not gonna say there's nothing going on here, but for the most part, it's not really, you know, formalized.

Speaker 1

这也不是所谓的官方行为。

It's not really kind of quote unquote official.

Speaker 1

我说的‘官方’并不是指某个中央机构宣布了我们就这样做,而是看起来一切都非常分散。

And I don't mean official as in like some, you know, some central body has said this is how we're doing things, but it just seems like everything's very splinted.

Speaker 1

在比特币这一边,根本没有什么明确的路线图。

There's no, like, kind of road map here on the on the Bitcoin side of things.

Speaker 1

而以太坊则实实在在地有一份路线图。

Whereas with Ethereum, there is literally a road map.

Speaker 1

对吧?

Right?

Speaker 1

而且现在有太多不同的努力在同时进行。

And there are there is so many, kind of, like, different efforts going on.

Speaker 1

有太多资源在投入,而且似乎大家基本都朝着一个被认可的标准在努力。

There's so many resources going on, and there is a, I guess, like, agreed upon standard that people are are are kinda pushing towards.

Speaker 1

对吧?

Right?

Speaker 1

整个社区都支持这一点。

The whole community is behind this.

Speaker 1

没有人说我们不应该做抗量子的以太坊。

Like, no one is saying that we shouldn't do post quantum Ethereum.

Speaker 1

当然,具体如何实施的细节非常重要,而且不同的人看法会非常不同,因为大家对如何做这些事存在分歧。

Obviously, the intricacies of how we do it is very important, and it's gonna be very different depending on who you talk to because people would disagree on how to do these things.

Speaker 1

但真正的目标——让以太坊具备抗量子能力——没有人对此持反对意见。

But, like, the actual goal of making Ethereum quantum resistant, no one is debating against this.

Speaker 1

而当我观察比特币社区时,有些人甚至还在否认这是一个问题。

Whereas, you know, when I look in the Bitcoin community, some people are are still denying this is even an issue.

Speaker 1

对吧?

Right?

Speaker 1

就像他们也否认比特币的安全预算问题一样。

Just like they they deny the the, security budget kinda issue issue with Bitcoin as well.

Speaker 1

所以,你看,在以太坊里你根本看不到这种情况。

So, you know, you just don't see that in Ethereum.

Speaker 1

而且,你知道,当以太坊社区的人真的反对某件事时,他们从不吝于表达自己的意见,对吧?

And and, you know, Ethereum's aren't shy about voicing their concerns when they're actually against something, you know?

Speaker 1

所以他们不会只是把想法藏在心里。

So they're not just like saying, you know, keeping it to themselves.

Speaker 1

如果他们真有问题,早就该说出来了吧。

That would say something if they had an issue here.

Speaker 1

但对我来说,居然有人反对让系统具备抗量子安全性,这简直太荒谬了。

But, like, it just seems insane to me that you would have an issue with wanting to make something quantum secure.

Speaker 1

这对我来说简直太可笑了。

Like, it just that's just silly to me.

Speaker 1

对吧?

Right?

Speaker 1

所以,正如我所说,如果我从宏观角度看,我觉得自己对以太坊充满信心。

So, yeah, as I said, if I zoom out, then I feel like, you know, Ethereum, I'm full faith in.

Speaker 1

对比特币,我几乎没有信心。

Bitcoin, very little faith in.

Speaker 1

其他那些人们关心的链。

The other l ones, the ones that people care about.

Speaker 1

你看,BSC只是一个EVM链,所以它们很可能可以采纳以太坊正在开发的许多技术来应用于自己的链。

Look, BSC is just an EVM chain, so they could probably adopt a bunch of the stuff that Ethereum is working on for their own chain.

Speaker 1

对于Solana,我不确定它实现这一点是难还是容易,因为它们显然与以太坊非常不同,所以它们必须自己来做。

Solana, I don't know how hard or easy it's gonna be for Solana to do this because they are obviously very different to Ethereum, so they would have to do it themselves.

Speaker 1

它们不能只是搭以太坊的便车,至少在很大程度上不行。

They can't just piggyback off what Ethereum is doing, at least for the most part.

Speaker 1

它们或许可以参考一些东西并加以转化,但总体而言,我认为它们必须走自己的路。

They could probably kind of see some things and and translate it across, but for the most part, I believe they're they have to do their own thing.

Speaker 1

说起来有点遗憾,但我对Solana实现量子安全更有信心,而不是对比特币实现量子安全更有信心。

And and it's kinda sad to say this, but I have more confidence in them, you know, being quantum skew and Solana being quantum skew than I do in Bitcoin being quantum secure.

Speaker 1

对吧?

Right?

Speaker 1

但我对他们仍然没有太多信心,因为他们多年来承诺了很多事情,却从未实现。

But then I still don't have that much confidence either in them because they've promised many things over the years that they haven't delivered.

Speaker 1

对吧?

Right?

Speaker 1

比如 FireDancer,到现在几乎都没怎么交付。

Like FireDancer that, you know, has has barely been delivered.

Speaker 1

据说网络上已经有一个测试版本了,顺便说一下,他们还称之为主网测试版。

Like, there is some kind of, I guess, beta version on the network, and they still call it, you know, mainnet beta as well by the way.

Speaker 1

但事实上,它最初承诺的所有功能根本就没有以任何方式实现。

But, like, the actual original promises of it just weren't delivered at all in any capacity.

Speaker 1

而以太坊有着长期兑现路线图的记录,交付了许多重大成果。

Whereas Ethereum has a very long track record of delivering on its roadmap, and delivering, you know, major things.

Speaker 1

显然,合并是最重大的,但还有很多其他方面。

Obviously, the merge being the biggest, but like so many other things.

Speaker 1

对吧?

Right?

Speaker 1

所以我对这一点完全有信心,也相信以太坊及其生态系统能够实现这些雄心勃勃的目标。

So I have full confidence in in that then, and the confidence in Ethereum in the Ethereum ecosystem to be able to deliver on these, you know, ambitious kind of endeavors here.

Speaker 1

至于其他项目,比如特隆,它也是一个EVM链,所以它们大概可以直接复制以太坊的做法。

And then the rest, you know, Tron again is an EVM chain, so they can probably just copy what Ethereum does.

Speaker 1

我正在按CoinGecko上的列表逐一查看。

I'm just going down the list here on CoinGecko.

Speaker 1

实际上并没有多少真正相关的项目。

There there really isn't that many relevant l ones.

Speaker 1

比如HyperLiquid,但它们又是另一回事。

Like, I mean, there's HyperLiquid, but they're, like, separate again.

Speaker 1

它们确实有EVM链,但和它们的主协议相比,这个链非常小。

You know, they've got the EVM chain, but, like, that's very small compared to their per protocol.

Speaker 1

我不确定让它们实现抗量子安全会有多难。

I don't know how difficult it would be for them to to, I guess, like, make it quantum secure.

Speaker 1

但说实话,这大概不会太难,因为HyperLiquid在所有实际用途上都是去中心化的。

Probably not too difficult, to be honest, especially because, like, Hyperliquid is for all intents and purposes decentralized.

Speaker 1

像那些说这不中心化的人,拜托吧。

Like, people who say that's not centralized, I mean, come on.

Speaker 1

这明明就是中心化的。

It is.

Speaker 1

而且他们总说有一天会去中心化,但我根本不信。

Like and and, you know, they say they're gonna decentralize one day, but, like, I just don't buy that.

Speaker 1

然后,除此之外,还有门罗币和Zcash,它们是隐私型的一层链。

And then, you know, besides that, the like, there's Monero and Zcash, which are the privacy kinda l ones.

Speaker 1

我不清楚它们在量子安全方面的现状,但除此之外,一层链上根本没什么其他让人在意的东西了。

I I don't know what the status is with their quantum security, but, yeah, beyond that, there's just really nothing else that people kinda care for on the l one side of things.

Speaker 1

对吧?

Right?

Speaker 1

而且,说实话,这挺好。

So and, honestly, that's good.

Speaker 1

这对我来说是件好事。

Like, that's a good thing for me.

Speaker 1

我喜欢这一点。

Like, I like that.

Speaker 1

我喜欢这种自然的疗愈感,因为这些年我们见过无数条声称能改变世界的L1,但几乎全都成了骗局。

I like that nature is kinda healing there because the the endless list of l ones that we've had over the years that promised the world and, like, almost all of them have been griffs.

Speaker 1

我不会说全部都是,但几乎全部都是骗局。

Like, I'm not gonna say all of them have, like, but almost all of them have been griffs.

Speaker 1

很多项目都处于边缘地带,甚至是赤裸裸的骗局。

You know, a lot of them have been borderline or outright scams.

Speaker 1

对吧?

Right?

Speaker 1

但那不是量子安全问题的重点。

But that's besides the point of the quantum secure stuff.

Speaker 1

以太坊将实现量子安全,如果你对它是如何实现这一点感兴趣,不妨去看看官网。

Ethereum is gonna be quantum secure, and you should check out the website if you're at all interested in how it's going to achieve that.

Speaker 1

我会在下面的YouTube描述中附上链接,供你查看。

I'll link in the YouTube description below for you to do so.

Speaker 1

现在,我前面提到的机构和量子安全这两个领域交汇的地方,经常出现,因为这些大型机构、大型企业、大公司不会愿意采用和使用一个长期不安全的区块链。

Now where these two kind of worlds meet with the themes that I mentioned earlier with institutions and quantum security, they meet, like, pretty often because these big institutions, these big enterprises, these big corporates, they're not gonna want to adopt and use a chain that is not going to be secure long term for them.

Speaker 1

这些家伙的思维模式不是按天、周或月来算的。

Like, these guys don't think in day, week, monthly time frames.

Speaker 1

对吧?

Right?

Speaker 1

他们可不是那种炒 meme 币的投机者。

They're not like meme coin degenerate traders.

Speaker 1

他们的规划是按年、十年,甚至更长远的时间尺度来看的。

They think in yearly decade kind of beyond timelines here.

Speaker 1

所以他们在观察以太坊,或者观察整个加密货币领域时,会想:我能在哪儿安放我的业务,让它安全、持久,背后有一支靠谱的团队,诸如此类?

So they're looking at Ethereum and they're being or looking at crypto and they're being like, you know, what where can I kinda put my business that's gonna be secure, it's gonna be long lasting, it has a serious team behind it, you know, so on and so forth?

Speaker 1

而这正是以太坊的优势所在。

And that's it's really Ethereum.

Speaker 1

对吧?

Right?

Speaker 1

所以,作为精益以太坊计划的负责人之一,威尔在纽约市举行的机构以太坊论坛上展示了以太坊的抗量子安全策略。

So Will here, who is one of the leads of, of the Lean Ethereum effort, presented Ethereum's post quantum security strategy at, the Institutional Ethereum Forum that took place in, New York City.

Speaker 1

我认为这发生在几天前,也就是3月24日,实际上就是前几天的事,这场峰会由以太坊和以太坊基金会大力组织推动。

I believe this was a few days ago or March 24, so only a couple days ago actually, which was a summit put together here by, I believe, Ethereum was was and the Ethereum Foundation were, heavily involved in this.

Speaker 1

这个论坛吸引了全球各大金融科技公司、银行以及主要金融机构的高管出席。

And this forum was attended by executives from every major kind of fintech in the world or find you know, every major kind of bank, every major financial institution, and and fintech here.

Speaker 1

你可以看到与会名单。

And you can see the list.

Speaker 1

以太坊基金会企业事务负责人大卫·沃尔夏夫表示,与会者代表了总计25万亿美元的资产。

And, David Wolshiaff, who's the head of enterprise at the Ethereum Foundation, said that $250,000,000,000,000 in combined assets were represented here.

Speaker 1

所以,这真的是在场的每一个人,各位。

So this is literally everyone, guys.

Speaker 1

这基本上就是世界上所有的资金了。

Like, this is all the the money in the world, basically.

Speaker 1

对吧?

Right?

Speaker 1

你知道的,像贝莱德、摩根士丹利、富达、贝宝、Stripe、维萨这样的公司,这里的所有人都在。

You know, the likes of BlackRock, Morgan Stanley, Fidelity, PayPal, Stripe, Visa, like, everyone here.

Speaker 1

还有像Uniswap、Consensus这样的原生加密公司和协议,以及一些风险投资机构等等也都在。

Like and also crypto native kind of companies and protocols like, are there Uniswap, Consensus, and some some VCs and stuff as well.

Speaker 1

但这才是金融界真正的重量级人物齐聚一堂。

But this is like the who's who of the financial world.

Speaker 1

对吧?

Right?

Speaker 1

他们参加了一个名为机构以太坊论坛的活动,地点在纽约市,也就是所谓的硅谷,世界金融的中心之一。

And they were there in a at an event called the Institutional Ethereum Forum in New York City, the the, you know, the The Bay basically, the center of finance of of the world, like, one of the centers of finance in in the world.

Speaker 1

对吧?

Right?

Speaker 1

所以他们确实到场了。

So they were there.

Speaker 1

而我们向他们介绍了以太坊的抗量子安全策略。

And, you know, we'll you know, presented Ethereum's post quantum security strategy to them.

Speaker 1

所以本质上是在告诉他们:嘿。

So essentially telling them, like, hey.

Speaker 1

我们对此已经有了计划。

We have a plan for this.

Speaker 1

你们会在新闻里听到关于这件事的报道。

You're you're gonna be hearing about this in the news.

Speaker 1

在未来几年里,随着量子技术越来越近,你们会不断听到这方面的消息。

You're gonna be hearing about this, you know, over the next few years as things get closer and closer, as quantum gets closer and closer.

Speaker 1

你看。

And look.

Speaker 1

以太坊基金会正在领导这项工作。

The Ethereum foundation, is leading this effort.

Speaker 1

以太坊生态系统已经有了这个计划,有明确的路线图来实现抗量子化,这里还有一个网站。

The Ethereum ecosystem has this plan, has this roadmap to become post quantum, and here's a website.

Speaker 1

你们可以自己去阅读,也可以把它交给实习生或分析师让他们去看。

You can go read this yourself or you can give it to your interns and your analysts and they can read it.

Speaker 1

你可以有信心,因为以太坊已经成功推出了这些重大升级,以太坊生态系统也必将推出抗量子的策略并实现量子安全。

And you can have confidence that based on, you know, the the fact that we that Ethereum has delivered these major upgrades, you can have confidence that Ethereum ecosystem will deliver a post quantum strategy and will become quantum secure.

Speaker 1

这显然会让企业更愿意对以太坊下注。

So that obviously translates into these enterprises being more open to taking the bet on Ethereum.

Speaker 1

因为正如我所说,他们会与各方开展大量试点项目,这种情况随处可见。

Because as I said, they will do a bunch of pilot programs with, you know, everyone basically, and you see this constantly.

Speaker 1

对吧?

Right?

Speaker 1

试点项目到处都是。

There's just pilot programs everywhere.

Speaker 1

但如果我们谈论的是真正的大额资金流入这些链,以及为长期发展而非仅限于试点项目而构建的严肃产品,他们就会仔细审视这一切。

But if we're talking about, like, serious capital coming onto these chains and serious, you know, products being built on these chains for for the long term, not just for pilot programs, they're gonna be looking at all of this stuff.

Speaker 1

这些对他们来说至关重要。

This matters to them greatly.

Speaker 1

维韦克来自以太坊,经常在推特和他参与的播客中谈到这一点。

And, you know, Vivek from Ethereum talks about this a lot on Twitter, in podcasts that he does.

Speaker 1

这对这些机构来说是不可谈判的。

This is, nonnegotiable for these institutions.

Speaker 1

对吧?

Right?

Speaker 1

他们需要这个。

They need this.

Speaker 1

这并不是他们可有可无的附加选项。

Like, this is not something that's an optional extra for them.

Speaker 1

这正是他们想要的,正是他们所需要的。

This is exactly what they, want, exactly what they need.

Speaker 1

所以我真的很高兴这个活动最初就举办了。

So I'm really glad this event was spun up to begin with.

Speaker 1

这个在纽约市举办的机构级以太坊论坛。

This institutional, Ethereum forum in New York City.

Speaker 1

正如我所说,它就叫以太坊论坛。

As I said, like, it's called the Ethereum forum.

Speaker 1

所以这一切都围绕着以太坊。

So it's all about Ethereum.

Speaker 1

房间里到处都是关于以太坊的讨论。

There was Ethereum in the room everywhere.

Speaker 1

每个人都在谈论它。

Everyone was talking about it.

Speaker 1

ETH 和以太坊在这里是核心焦点。

ETH and Ethereum were at the center of things here.

Speaker 1

这基本上为这些机构定下了一个基调:以太坊才是这里真正的主力,各位。

And that just basically sets a a kind of, like, tone within these institutions that Ethereum is the serious player here, guys.

Speaker 1

它确实是第二大区块链,但比特币做不到以太坊能做的事。

Like, it it is the second largest chain, but, Bitcoin can't do what Ethereum does.

Speaker 1

因此,以太坊无疑是最大的智能合约链。

So Ethereum is the biggest smart contract chain by far.

Speaker 1

它拥有最顶尖的技术。

It has the, you know, the the the best technology.

Speaker 1

它拥有最优秀的人才在开发,并且已经全面开放运营。

It has the best people working on it, and it is open for business.

Speaker 1

你可以在这里构建任何你想要的东西。

You can build whatever you want in it.

Speaker 1

你知道的。

You know?

Speaker 1

你可以构建二层网络,还有各种类似的东西,我稍后会专门谈谈二层网络。

You build layer twos, all that sorts of stuff, which I'm actually gonna talk about in a sec with regards to or a little bit later with regards to to L2s.

Speaker 1

但,是的,这里真的有太多事情在发生了,各位。

But, yeah, there's just so much going on here, guys.

Speaker 1

简直有太多值得看好的地方了。

Like, so much to be bullish about.

Speaker 1

但正如我开头所说,如果你对机构层面的东西不感兴趣,我完全理解。

But as I said at the start, if you're not really vibing with the institutional side of things, I totally get it.

Speaker 1

因为就我个人而言,我在加密货币的零售时代才感受到最强烈的热情。

Because, like, for me personally, I had my most passion within crypto, during the, I guess, like, retail era of crypto.

Speaker 1

那时候是我对以太坊最充满热情的时候。

Like, that was where I was most passionate about, about Ethereum.

Speaker 1

我依然对以太坊充满热情。

Like, I'm still super passionate about Ethereum.

Speaker 1

我依然热爱以太坊,但氛围显然已经变了。

I still love Ethereum, but, like, the the vibe shifted, obviously.

Speaker 1

它不再是一个由散户主导的现象。

It's no longer, retail led phenomenon.

Speaker 1

它是一个由机构主导的现象,而我根本不在机构圈子里。

It's an institutional led phenomenon, and I'm just not in the institutional world.

Speaker 1

说实话,我的性格完全无法融入那个世界。

I my personality does not vibe with that world at all, to be honest.

Speaker 1

我绝对是个密码朋克。

I am definitely a cypherpunk.

Speaker 1

我绝对是个超级极客。

I'm definitely someone who's like a massive nerd.

Speaker 1

你知道,我可以和这些人交流。

Know, I could talk to these people.

Speaker 1

他们都是普通人。

They're normal people.

Speaker 1

他们又不会对我大动干戈,但他们的优先事项和关注点都不同,而且他们在大公司里工作。

Then it's not like they're gonna bite my head off or anything like that, but they have different kind of priorities, different concerns about things, and they work within big corporations.

Speaker 1

对吧?

Right?

Speaker 1

总的来说,我在这行里一直主要是自己单干。

Like, have always kind of woman from for the most part worked on my own within this industry.

Speaker 1

我从来没在大公司工作过。

I haven't worked at big corporations.

Speaker 1

我唯一待过的公司是Set Protocol,现在我们是个小初创公司。

The only company I ever worked for was Set Protocol, and now we're a small startup.

Speaker 1

那时候只有六个人左右。

There was, six of us or something like that.

Speaker 1

所以从这个角度看,我完全理解你为什么不会对这件事特别兴奋。

So so from that lens, you know, I I totally understand why you wouldn't be like super excited about this.

Speaker 1

但正如我之前所说,这些技术的自然发展就是如此。

But as I said before, it's just the natural progression of these technologies guys.

Speaker 1

而且,不管好坏,现实就是如此。

And, you know, for better or worse, that's how it is.

Speaker 1

就像互联网的发展历程一样。

Like, it's it's how it's been with the Internet.

Speaker 1

所有技术都是这样发展的。

It's how it's been with all technology.

Speaker 1

对吧?

Right?

Speaker 1

它一开始只是一个有趣的小众事物,你会跟朋友分享,大家一块儿享受其中。

Like, it starts off as like a fun thing that's underground that you, you know, you tell your friends about and you're all kind of enjoying things.

Speaker 1

我记得这一切,因为我就是伴随着这些成长起来的。

Like I remember all of this because I grew up with this.

Speaker 1

对吧?

Right?

Speaker 1

我今年34岁。

Like I'm 34 this year.

Speaker 1

所以当科技真正兴起的时候,当电脑和互联网在九十年代末、两千年初蓬勃发展时,我当时正处于青春期。

So when I when when technology was really taking off, when computers were taking off, when the Internet was taking off in the late nineties, early two thousands, you know, I was coming into my, into my teenage years at that point.

Speaker 1

对吧?

Right?

Speaker 1

虽然2000年我只有八岁,但当社交媒体在2004年左右开始兴起时,我已经是个青少年了。

Like, was, well, I mean, not I was eight in the year 2000, but like as social media started picking up in like 2004, 02/1956, I was a teenager.

Speaker 1

所以我赶上了这波浪潮。

So I rode that wave.

Speaker 1

我不仅赶上了早期的计算机技术浪潮,还经历了整个过程,刚开始真的特别有趣。

I rode the early technology wave as well with computers, and I rode all that, and it was really fun at the start.

Speaker 1

对吧?

Right?

Speaker 1

真的,真的特别有趣。

Like, really, really fun.

Speaker 1

而且那时候很激动人心,也很新颖,不会像现在这样主导你的生活。

And it was exciting, and it was new, and it didn't, like, dominate your life.

Speaker 1

那时候还没有智能手机,所以你不会到处都看到它们。

Didn't have a smart you know, the smartphones weren't really a thing yet, so you didn't have them everywhere.

Speaker 1

但如果你快进二十年,情况就完全不一样了。

But like, then fast forward twenty years and it's completely different.

Speaker 1

事实上,我现在很讨厌现代互联网,讨厌到几乎想彻底放弃它,因为我实在看不出它还有什么用处。

Like, I actually find myself hating the modern Internet, like, a lot to the point where like I'm, you know, pretty much like at the at the point where I just wanna quit it altogether because I just I don't see much use in it anymore.

Speaker 1

而现代互联网不幸地等同于社交媒体。

And the modern Internet is just unfortunately synonymous with social media.

Speaker 1

本质上就是一回事。

It's the same thing essentially.

Speaker 1

当然,你也可以用互联网做其他能改善生活的事情,对吧。

Like, yes, you can use the Internet for other things, right, that improve your life.

Speaker 1

比如,在线报税,而不是跑去税务局办理。

Like, for example, doing your taxes online instead of having to go into the the tax office to do them.

Speaker 1

就像在线缴费,而不是去邮局交账单之类的。

Kind of like doing like paying bills online instead of going to the post office to pay them and stuff like that.

Speaker 1

对吧?

Right?

Speaker 1

或者在线办理银行业务。

Or going doing your banking online.

Speaker 1

这类事情,对吧,它们能补充你现有的生活。

Those sorts of things, right, that are like complementary to your existing life.

Speaker 1

比如在线购物,挺不错的。

Like online shopping, pretty cool.

Speaker 1

对吧?

Right?

Speaker 1

在一定程度上。

To an extent.

Speaker 1

比如在线购物也变成了一场灾难,因为他们只是拼命想从你身上榨取尽可能多的钱。

Like online shopping has also become a disaster because they just like trying to extract as much money as they can.

Speaker 1

但说到互联网的另一面,比如社交媒体之类的,真的非常糟糕。

But when it comes to the other side of the Internet, like social media and everything, like it's just just really, really bad.

Speaker 1

我不认为以太坊会这样,因为以太坊是无许可且去中心化的,你无法完全控制它。

I don't think that's gonna happen with Ethereum because with Ethereum, because it's permissionless and decentralized, you can't exactly exert total control over it.

Speaker 1

互联网虽然表面上试图做到去中心化和无许可,但实际上并不是。

Like, the Internet, as much as it, you know, tries to be decentralized and and permissionless, it's not.

Speaker 1

对吧?

Right?

Speaker 1

它根本就不是。

It it's it's not really.

Speaker 1

正如我所说,我们今天所知的互联网主要是社交媒体。

And and the Internet, as I said, as we know it today is mostly social media.

Speaker 1

而所有的社交媒体都不是去中心化的。

And all of that social media is not decentralized.

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Speaker 1

它由中心化的公司支持。

It's it's it's backed by centralized companies.

Speaker 1

它们通过算法向我们推送垃圾内容,除了退出,你几乎对此毫无控制权。

They feed us crap through algorithms, and you have basically zero control over it except quitting.

Speaker 1

这正是你对它唯一的控制方式。

That's your only control you have over it.

Speaker 1

你可以尝试调整你的算法。

You can try and tune your algorithm.

Speaker 1

你可以尝试微调一些设置。

You can try and tweak things.

Speaker 1

你可以购买高级版本。

You can buy a premium version.

Speaker 1

无论你做什么,都没用,因为最终他们会更改某些东西,或者干脆不给你任何调整推荐内容或其他类似选项的机会。

Whatever you try to do, it doesn't matter because eventually they change something or they just like don't even give you the option of of of, tuning your your, you know, your recommendations or anything like that.

Speaker 1

不管去哪里,一切都只是为了最大化收入和利润。

Like, no matter where you go, it's all about maximizing revenue and maximizing profit.

Speaker 1

而在以太坊网络上,情况则非常不同,比如,假设一家银行向客户提供某种产品,并说:这个产品能为你带来收益,我们会把你的资金投入以太坊上的某个协议。

Whereas on the Ethereum network, it's very different because for example, let's just say a bank offers a product to their customers and says, okay, well, this product can earn you a yield and we're gonna put your money into this protocol on Ethereum.

Speaker 1

没问题。

Fine.

Speaker 1

今天你确实可以通过中心化交易所这么做,但未来银行也会提供类似服务。

You can you can do that today with centralized exchanges, but in in the future, banks will do this as well.

Speaker 1

你知道,你可能会获得一定比例的美元收益,或者用你的资产进行借贷,但你可能并不清楚背后使用的具体协议,而你对此并不在意。

You you know, you'll kind of, know that you may be getting x amount of yield on your dollars or maybe you're like borrowing against your assets, but maybe you don't know what the protocol is in the background being used and you're fine with that.

Speaker 1

你乐意通过一个中心化的中介来操作。

Like, you're you're happy going through a centralized intermediary.

Speaker 1

大多数人都是如此。

Most people will be.

Speaker 1

但你也有选择不这样做的自由。

But then you also have the option of not doing that.

Speaker 1

作为加密原生用户,你可以拥有自己的自托管钱包,把你的资金、ETH、稳定币等存入其中,然后通过中心化前端或自己本地托管的方式,完全在链上完成你想做的所有操作。

Like, as a crypto native, you can get your own self custodial wallet, put your own, you know, money in there, put your own ETH in there, your own stable coins in there, whatever it is, and then go do everything on chain that you wanna do through either centralized front ends or host them locally.

Speaker 1

你不必通过这些中心化中介。

You don't have to go through these centralized intermediaries.

Speaker 1

而现有的银行系统中,你必须这么做,别无选择。

Whereas with the existing banking system, you have to do that, like you got no choice.

Speaker 1

对吧?

Right?

Speaker 1

现金在现代社会中几乎毫无用处。

Cash is is quite useless in the modern world.

Speaker 1

你无法在线使用现金,因为要在线使用现金,你必须把它存入银行。

It's you can't use cash online because, to use cash online, you have to put it in a bank.

Speaker 1

对吧?

Right?

Speaker 1

而银行只是给你一张欠条。

And they just give you an IOU.

Speaker 1

这就是关键区别所在:即使以太坊被机构大量主导,你仍然对自己的参与拥有更多控制权,我觉得这相当棒。

So that's where the the key difference lies, that you have a lot more control over your own involvement with, you know, Ethereum even if it becomes, like, heavily dominated by institutions, which I think is pretty cool.

Speaker 1

而且并不是说事情就不能被掌控。

And not to say that things can't be captured.

Speaker 1

我确信一些协议会被掌控。

I'm sure some protocols will be captured.

Speaker 1

我确信一些区块链也会被掌控。

I'm sure some, chains will be captured.

Speaker 1

对吧?

Right?

Speaker 1

但说到以太坊,我看不出以太坊链在可预见的未来会被掌控。

But when it comes to Ethereum, I don't see how the Ethereum chain could be captured in the foreseeable future.

Speaker 1

也许在很久很久以后,当没人再关心以太坊的时候。

Maybe, you know, a long time into the future where no one cares about Ethereum anymore.

Speaker 1

我不确定。

I don't I don't know.

Speaker 1

显然,如果我们看得足够远,任何事情都可能发生。

Like, obviously, anything can happen if we look far enough out.

Speaker 1

这就是我看待这些问题的方式。

That's how I kind of view these things.

Speaker 1

但说到互联网方面,是的,这些东西已经不复存在了。

But when it comes to to the Internet side of things, yeah, it just it's it's just not, you know, it's not there anymore.

Speaker 1

同样,像自己组装电脑这样的事情也是如此。

The and the same goes for, like, even things like computers, like building your own computer, stuff like that.

Speaker 1

由于人工智能的影响,硬件价格现在非常昂贵,导致整整一代人不会再做这些事了。

Like, hardware prices are so expensive now because of the AI stuff that a whole generation of people aren't going to be doing that.

Speaker 1

我甚至认为,Z世代和Alpha世代可能根本没怎么接触过这些,因为他们从小就能直接获得现成的东西。

And I would even argue that like Gen Z and Gen Alpha probably didn't really do much of that because they had things kinda handed to them.

Speaker 1

对吧?

Right?

Speaker 1

他们用的智能手机比我们当年的电脑还要强大。

Like, had smartphones more powerful than computers that we had back then.

Speaker 1

对吧?

Right?

Speaker 1

比我们那时候的电脑强大得多。

Way more powerful than computers that we had back then.

Speaker 1

他们可以接触到一切。

They have access to everything.

Speaker 1

比如,Wi-Fi 无处不在。

Like WiFi is ubiquitous everywhere.

Speaker 1

他们不需要去折腾互联网。

They don't have to mess around with the Internet.

Speaker 1

他们不需要去折腾拨号上网之类的东西。

They have to mess around with things like dial up or anything like that.

Speaker 1

对吧?

Right?

Speaker 1

这些对他们来说完全陌生。

That that's all completely foreign to them.

Speaker 1

他们简直会以为这些东西根本不存在。

They they may as well, believe that it didn't even exist.

Speaker 1

我们只是讲一些故事来吓唬他们,让他们觉得天哪,不行。

There's just some stories we tell to scare them into thinking that, oh, no.

Speaker 1

如果WiFi断了,你就得这么做、这么做、再这么做。

If the WiFi goes out, you know, you have to do this, this, and this.

Speaker 1

对吧?

Right?

Speaker 1

前几天我其实看到一张图,挺搞笑的,是在Twitter上,有人在比较进入Windows高级设置所需的点击次数,因为他们一层又一层地叠加了界面,试图把操作简化到最普通用户的水平。

And I saw actually a a picture the other day, it was funny on on Twitter actually, where someone was comparing like the the amount of clicks you have to do to get into like the actual advanced settings of Windows because they've just like put layer and layer and layer on top of it where they're trying to just dumb it down for like the lowest common denominator.

Speaker 1

如果你回看旧版Windows,情况根本不是这样的。

Where if you go back to obviously the older versions of Windows, it wasn't like that.

Speaker 1

但我理解他们为什么这么做。

Like but I understand why they do that.

Speaker 1

但问题是,你并不一定有选择的余地。

But then the thing is is that you don't necessarily have a choice.

Speaker 1

你必须绕过所有这些障碍,才能把那些功能找回来。

You have to jump through all these hoops to even get that back.

Speaker 1

你可以做各种事情。

There are there are various things you can do.

Speaker 1

比如,GitHub 上有脚本可以下载,加载到 PowerShell 中,然后修改你的 Windows 系统。

Like, there are scripts on GitHub you can download that, load into pow PowerShell and, like, modify your Windows.

Speaker 1

但到了某个程度,你就只想说:好吧。

But, like, it it gets to the point where it's just like, okay.

Speaker 1

那这么做有什么意义呢?

Well, what's the point?

Speaker 1

我就直接去用 Linux 了。

Like, I'm just gonna go to Linux.

Speaker 1

我仍然把 Windows 作为我的主要工作系统。

Like, I still use Windows as my day as my main driver.

Speaker 1

我有一台 MacBook 当作笔记本电脑。

I have a MacBook as my laptop.

Speaker 1

Linux 桌面环境还有很多不足之处,尤其是对于游戏这类应用。

Linux desktop leaves a lot to be desired, especially for things like gaming.

Speaker 1

我知道还有一整个Linux崇拜群体。

And I know there's, like, the whole Linux cult.

Speaker 1

就是,你知道的,用Linux桌面。

It's just, you you know, use Linux desktop.

Speaker 1

太棒了。

It's awesome.

Speaker 1

除了桌面体验之外,我其他所有事情都用Linux。

I use Linux for everything else except my desktop experience.

Speaker 1

比如,我的所有服务器、所有质押操作,等等,全都是基于Linux的。

Like, all my servers, all my solstaking, everything, like, that's all Linux based.

Speaker 1

对吧?

Right?

Speaker 1

但至于我的桌面,我是在上面玩游戏的。

But, like, for my desktop, I play games on it.

Speaker 1

我早就习惯了,虽然有时候挺让人沮丧的,但它就在那儿。

I I I'm used to it, and, yeah, it's frustrating at times, but, like, it's there.

Speaker 1

但说实话,Windows 11 让我有点崩溃,我就想:去他的。

But Windows 11 honestly has been a bit of a, like, thing for me where I'm just like, fuck.

Speaker 1

现在真的变得太过分了。

It's just it's just becoming too much now.

Speaker 1

到处都是该死的 Copilot,我虽然用 PowerShell 脚本勉强禁用了它,但问题是,他们多久之后会彻底禁止用户禁用它呢?

Like, there's bloody Copilot everywhere, which I managed to kinda disable using the PowerShell script, but it's like, how long until they make it so that you can't disable it?

Speaker 1

我不知道他们能不能做到这一点,但也许他们会。

I mean, I don't know if they would be able to do that, but maybe they will.

Speaker 1

或者,他们多久之后会让你在某个地方禁用了,结果过一阵子它又自己冒出来?

Or or how long until it's just like you disable it somewhere and then it just pops up again later.

Speaker 1

就像你在 YouTube 上说我不想看短视频,他们就说‘好的,我们会调整你的推荐’,结果几天后短视频又回来了。

Like when you go on YouTube and you say, I don't wanna see Shorts and it's like, okay, we'll tune your recommendations and then a few days later the Shorts are back.

Speaker 1

我真的不想看 YouTube 短视频。

It's like, I don't wanna watch YouTube Shorts.

Speaker 1

这简直是脑子被腐蚀了。

Like, it's such brain rot.

Speaker 1

为什么你们要把这个推到我的信息流里?

Like, why are you pushing this into my feed?

Speaker 1

我付了YouTube会员费,就是因为不想看广告。

And I pay for YouTube premium because I don't wanna see the ads.

Speaker 1

但我还是能看到,我知道有Adblock这个工具。

But then I'm get and I know there's Adblock.

Speaker 1

我装了Adblock,但问题是,现在Adblock的效果时好时坏。

I have Adblock installed, but the thing is is that, Adblock is like hit or miss these days.

Speaker 1

谷歌也在努力打压它。

Like Google's trying to kill it as well.

Speaker 1

现在你得打开开发者工具,搞些旁门左道才能安装Adblock。

Like you have to kind of, enable developer tools and like do some, kind of backdoor installation of Adblock these days.

Speaker 1

所以,这整个事情简直一塌糊涂。

So, yeah, it's just become all shit.

Speaker 1

我有点跑题了,但这其实和以太坊的机构化采用有关,有些人觉得,我们正在失去那种魔力。

And and I'm going off on a little bit tangent here, but I think it's it relates back to, you know, the institutional adoption of Ethereum is that some people think that, you know, we're losing the magic here.

Speaker 1

这很自然。

And that's just natural.

Speaker 1

我想说,我们确实失去了一些魔力,但这是因为魔力原本存在于这个事物还很小、还更地下、更像‘你懂的,我才懂’的时候。

I I I would say that we have lost the mad some of the magic, but that's just because of the fact that magic existed because this thing was smaller, because it was more underground, because it was more like if you know, you know.

Speaker 1

现在呢,我们大家都懂了,这是未来,我们接受了这一点。

Now it's like, well, we all know and it's it's the future, and we accept this.

Speaker 1

而这正是我们想要的。

And that's what we wanted.

Speaker 1

对吧?

Right?

Speaker 1

但为了这种东西的生存,某种东西本质上已经消亡了。

But something dies for that to live essentially.

Speaker 1

不过,这主要是针对机构层面而言的。

But, yeah, that's that's on on the institutional side there.

Speaker 1

是的。

Yeah.

Speaker 1

我认为关于量子以太坊和机构层面的事情,我想讨论的就这些了,但还有更多内容需要处理。

I think that's everything I wanted to discuss with regards to quantum Ethereum institutional side of things, but there's a bunch more stuff to get through here.

Speaker 1

那我来继续讲吧。

So let me get through it.

Speaker 1

所以上周发布了一个重要的、可以说是与协议相关的更新,对此有一些争议,叫做快速确认规则。

So a big, I guess, like protocol related update that came out last week, there's bit of debate about this, was something called the fast confirmation rule.

Speaker 1

这个规则的目的是实现以太坊的单槽确认。

So the I guess, of this is to be able to do single slot confirmations for Ethereum.

Speaker 1

也就是说,在13秒内完成确认,这类似于最终性,但并非严格的最终性。

So essentially do a confirmation within thirteen seconds that would be similar to finality, but not strictly finality.

Speaker 1

因为关于单槽最终性已经有很多讨论了,也就是理论上在13秒内完成最终性,而不是大约13分钟。

Because there's been a lot of discussion around single slot finality, so essentially doing, theory and finality in thirteen seconds instead of for about thirteen minutes.

Speaker 1

那还需要很长时间,而且需要硬分叉和核心协议的改动才能实现。

That's gonna be a while away, and that's requires a a hard fork and a core protocol change to do it do it.

Speaker 1

而这个快速确认规则并不需要这些。

This fast confirmation rule does not require that.

Speaker 1

但我最近和一些人就这个问题争论过。

But I was having a debate with few people about this.

Speaker 1

实际上我认为这会让人们感到困惑,因为我们谈论以太坊交易确认时,已经说交易在一个插槽后就被确认了。

I actually think that it confuses people because, like, when we already talk about Ethereum transaction confirmation, we already say that a transaction is confirmed after one slot.

Speaker 1

对吧?

Right?

Speaker 1

如果你支付了正确的汽油费,且你的交易在单个插槽内被打包进区块,我们就说它已被确认。

Well, if you've paid the right gas fee and then your transaction gets included in a block within one slot, we say that it's confirmed.

Speaker 1

所以,说现在有了十三秒内的快速确认,这种说法混淆了术语。

So to say that there's now, you know, fast confirmations within thirteen seconds, it confuses the terminology.

Speaker 1

但正如我所说,他们真正意思是,你可以相对有信心地认为交易不会被回滚,就像达到了最终性一样。

But what as I said, what they actually mean is that it's like getting to the point where you can have relative confidence that the transaction won't be reverted, and it'll be like having finality.

Speaker 1

有人为此提出了另一个术语,叫‘相当不错的最终性’,这显然不是严格的最终性,但可以说是相当不错的最终性。

Someone came up with another term for this called pretty good finality, where essentially it's obviously not strict finality, but, like, it's pretty good finality.

Speaker 1

我觉得这个术语可能比‘快速确认规则’更好,但同时,我这里争论的只是术语问题。

I think that might be a better term than fast confirmation rule, but at the same time, I'm arguing semantics here.

Speaker 1

归根结底,重要的是这会产生什么影响,如果被采用,它的影响会相当大。

At the end of the day, what matters is what impact this has, and, well, it has a pretty big impact if adopted.

Speaker 1

本质上,这意味着像中心化交易所存款这样的操作会获得更快的确认。

Essentially, what it means is that you get faster confirmations of things like centralized exchange deposits.

Speaker 1

目前,我认为平均而言,中心化交易所会在以太坊主网上等待六分钟,才会将交易记入你的账户。

So right now, I believe that on average, a centralized exchange will wait six minutes for, for to credit you a transaction on the Ethereum on Ethereum main net.

Speaker 1

所以,如果你向交易所存入ETH,它会等待六个插槽的确认,才会将资金记入你的账户。

So if you deposit ETH into an exchange, it'll wait six minutes, worth of of, confirmation or block confirmations or slot, sorry, confirmations, I should say, before it credits it into your account.

Speaker 1

然后,它才会把资金记入你的账户。

And then, you know, it'll it'll it'll credit it there.

Speaker 1

而如果它们采用类似这样的机制,整个过程只需十三秒,显然快得多。

Whereas if they were to adopt something like this, it would be done in thirteen seconds, which obviously considerably faster.

Speaker 1

其次,这还涉及二层网络的存款、取款以及二层网络之间的互操作性。

Secondly would be things like layer two deposits and withdrawals and layer two interoperability.

Speaker 1

如果Arbitrum One和BASE都采用这一机制,理论上,你可以在十三秒内实现这两个链之间的原生互操作。

If, Arbitrum one and BASE both adopted this, theoretically, you could have native interoperability between these two chains within thirteen seconds.

Speaker 1

对吧?

Right?

Speaker 1

如果它们都采用这个,你们就能实现原子化交易。

You could have atomic transactions between them if they both adopted this.

Speaker 1

但这里有一个缺点,那就是它并不是100%安全的。

But there is a drawback here with this is that it's not like a 100% secure.

Speaker 1

你基本上可以保证这些交易在99%的情况下不会被回滚,但仍有1%的可能性不会如此。

You essentially will, would have like security over these, things not being reverted, I think 99% of the time or something like that, but there will be 1% of the time where it's it's not the case.

Speaker 1

所以,是否采用这个方案,最终取决于交易所、L2和桥接等各方的选择。

So it it really would be up to the exchanges and the L2s and bridges and stuff like that to adopt or not adopt this.

Speaker 1

但据我了解,这里还存在一种变通方式,你可以选择在多个情况下采用,也就是说,你不会只等待一个以太坊插槽或一个快速确认插槽。

But then there is, from my understanding, a variance here as well where you could adopt it in the, I guess, like multiple case where essentially you say, well, I'm not just gonna wait for one Ethereum slot or one Fast confirmation slot.

Speaker 1

我会等待四个、五个,或者类似的数量。

I'll wait for, like, four or five or something like that.

Speaker 1

对吧?

Right?

Speaker 1

我会等上一分钟。

I'll wait up to a minute.

Speaker 1

这仍然比现在快得多,但这也要求服务和基础设施一同采用这种方法。

That's still considerably faster than it is today, but then that also requires the services and the infrastructure to adopt it as well.

Speaker 1

显然,这不如十三秒那么有吸引力。

And obviously, it's not as attractive as as thirteen seconds.

Speaker 1

我会说,这只是一个临时解决方案,直到以太坊实现快速最终性。

I will say this is like a stop gap solution until we have fast finality on Ethereum.

Speaker 1

我不认为这会是一个永久性的方案。

This is not something that I consider to be, I guess, like a permanent thing.

Speaker 1

只是因为人们今天就想要快速最终性,如果我们能提供相当不错的最终性,你就知道,用这个术语来说,那我们就应该这么做。

It's just the fact that, like, people want fast finality today, and if we can give them pretty good finality, you know, to use that term, then we should.

Speaker 1

我同意这一点。

And I agree with that.

Speaker 1

所以,是的,你可以去看看朱利安的这篇帖子,他更详细地讨论了这个方法以及其中的假设等内容。

So, yeah, you can go check out this, post from Julian here that talks about this in much more, detail and what the assumptions are and stuff like that.

Speaker 1

还有一个新网站你可以查看,叫做 fastconfirm.it。

And there's also a new website you can check out called fastconfirm.it.

Speaker 1

这个网站也会在 YouTube 的描述中提供链接,方便你们查看。

That'll be linked in the YouTube description as well for you guys to check out.

Speaker 1

而且,是的。

And that yeah.

Speaker 1

这解释了更多细节,但我认为我已经从宏观层面讲清楚了。

And that explains everything in much more detail, but I think I covered it from a high level there.

Speaker 1

不过,你可以自己去查看一下。

But, yeah, you can go check that out for yourself.

Speaker 1

我会在下面的 YouTube 描述中附上链接,方便你们访问。

I'll, I'll link it in the YouTube description below for you to do so.

Speaker 1

好的。

Alright.

Speaker 1

关于以太坊基金会的资金库,做个最新更新。

So just an update on the EF treasury.

Speaker 1

正如你们所知,以太坊基金会将在以太坊协议中质押多达70,000枚ETH,并且他们在3月20日获得了第一个验证者索引。

So as you guys know, the Ethereum foundation is going to stake up to 70,000 ETH within the Ethereum protocol, and they had their first validator index assigned to them, on the March 20.

Speaker 1

这差不多是一周前的事了。

So this is almost a week ago now.

Speaker 1

正如尼克在这里解释的那样,由于质押资金大量涌入,排队时间在二月份一度高达71天,因此花了挺长时间。

And as Nick so explains here, it took a while because there's been so much influx into staking that the entry queue peaked at seventy one days in February.

Speaker 1

我认为现在排队时间已经大幅下降了,因为当时汤姆·李的Bitmime也在质押ETH,但排队时间仍然相当长。

I think that's come down quite a bit because I believe back then, Tom Lee's Bitmime was was staking ETH, but it's still it's still quite high.

Speaker 1

你们可以看到我屏幕上的数据,当前排队的质押金额仍接近300万枚ETH。

You can see on my screen here, the entry queue is still at almost 3,000,000 ETH.

Speaker 1

这个数字已经从约410万枚的高点下降了。

It's come down from a high of about 4,100,000.0.

Speaker 1

执行队列基本上已经不存在了。

The Exec queue is basically nonexistent.

Speaker 1

现在大概还有62,000枚,哦,不对。

There's like, what, 62,000 oh, no.

Speaker 1

不。

No.

Speaker 1

不。

No.

Speaker 1

甚至都不是。

Not even.

Speaker 1

就像今天大约有62,000 ETH,但相比这里进入的总量,这根本微不足道。

It's like, yeah, 62,000 ETH as of today, which is a rounding error compared to how much is is is entering here.

Speaker 1

但确实如此。

But yeah.

Speaker 1

很高兴看到以太坊基金会已经正式开始在网络中进行质押。

So it's great to see that the EF has officially started kind of staking on the network.

Speaker 1

你知道,它已经活跃起来了。

You know, it's it's active.

Speaker 1

验证节点在这里是活跃的。

The validator is active here.

Speaker 1

但你知道,这挺有意思的。

But, you know, it's funny.

Speaker 1

就像现在进入网络的质押数量一样。

It's like with the amount of staking that's come kinda come into the network here.

Speaker 1

如果我们去看Hilldobby的仪表板,可以看到质押的ETH数量仍然低于高点。

If we go to Hilldobby's dashboard, we can see that the amount of ETH staked has, kind of still it's still down from the highs.

Speaker 1

我想我上次提到过,当时的高点大约是3980万ETH被质押,而现在大约是3820万。

I think I discussed this last time where the high was about 39 point almost 8,000,000 ETH staked, and we're at, like, 38,200,000.0.

Speaker 1

所以我们离高点其实没差多少,就差大约150万ETH。

So we're we're not that much off the highs, you know, 1,500,000.0 off the highs here.

Speaker 1

但从这里存入的ETH来看,我们确实从峰值下降了不少。

But, in terms of, like, the ETH, kind of deposited here, we're we're definitely down from from the peak.

Speaker 1

所以尽管质押资金大量涌入,但也存在一定的资金流出。

So even though there's been a large influx of staking, there's also been an an, you know, an outflow as well.

Speaker 1

有趣的是,如果我们看一下前10名,似乎有了一些变动。

And interesting if we look at the top 10 here, there's been a little bit of movement.

Speaker 1

所以现在Coinbase排在第四位。

So Coinbase is number four now.

Speaker 1

Etherfy已经超越了Coinbase,位居第三,而过去六个月里,Coinbase上质押的ETH减少了28%。

So Etherfy took over Coinbase and is number three, and Coinbase over the last, six months has lost 28% of the ETH that it has, staked on on on Coinbase.

Speaker 1

我认为这可能是因为他们的费用。

Now I believe this might be because of their fees.

Speaker 1

如果你在Coinbase上质押,他们的费用相当高,而且我认为Coinbase的用户以散户为主,而过去六到十二个月里,散户大量退出加密货币,这或许可以解释这一现象。

Their fees are quite high, if you stake with Coinbase, And I think that Coinbase obviously being very retail dominated and the fact that retail has, really kind of exited crypto a lot over the last, you know, six to twelve months, that may explain that.

Speaker 1

但过去六个月里,Etherfy获得了10%的流入,L2获得了5%,Binance获得了1%,这很有趣,因为我们并不清楚这些资金具体来自哪里。

But then Ether 5 over the last six months has gotten a 10% inflow, L2 5%, and Binance 1% here, which, is interesting because we don't know exactly where these, things are coming from.

Speaker 1

Etherfy提供的收益率高于Coinbase,因为他们支持再质押。

Ether 5 does offer a higher yield than coin base because they do restaking.

Speaker 1

L2显然是最大的,我们通常会看到大量流入,因为它们背后有大量节点运营商支持这些流入。

L2 obviously being the biggest still, you know, we'll we'll tend to see, kind of inflows because they have a lot of node operators underneath them that work for those inflows.

Speaker 1

这不仅仅是L2的问题。

It's not just L2.

Speaker 1

这都是L2内部的节点运营商。

It's all the node operators within L2.

Speaker 1

Etherfy其实也一样,但他们没有L2那么多节点运营商。

Same for Etherfy to be honest as well, but they don't have as many node operators as L2.

Speaker 1

当然,币安是最大的交易所,但即便如此,过去六个月也只增加了约1%。

And of course, Binance is the biggest exchange, but even then, they've only added like 1% over the last six months.

Speaker 1

所以这再次表明,我认为零售用户已经疲惫了,零售用户根本不在了。

So again, that's showing that kind of like, I think, you know, retail exhaustion there where retail is just not really around.

Speaker 1

但币安的ETH质押费用肯定比币安低得多,据我记忆是这样。

But Binance's the E staking fees are definitely a lot lower than Coinbase's, from memory there.

Speaker 1

然后,你还有一些其他的平台,比如Kraken在过去六个月里增长了7%。

And then, you know, you have a bunch of others like Kraken has gained 7% over the last six months.

Speaker 1

我认为这是因为SEC领导层的变动。

I think that's because they, I think that's because of the change of the SEC leadership.

Speaker 1

我记得Kraken曾关闭了他们的零售业务,但据我记忆,他们后来又重新开启了。

I I remember that Kraken had to shut down their, their retail side of things, but then I think they've reenabled that from from memory.

Speaker 1

还有,Blockdaimon这里也出现了高达33%的大幅增长。

And then you've got Blockdaimon here had a massive increase of 33%, as well.

Speaker 1

所以,是的,过去六个月里发生了很多变化。

So, yeah, just a bunch of of changes over the last six months.

Speaker 1

很遗憾地说,Rocketpool这里出现了22%的较大资金外流,Kiln更是达到了60%。

It's it's sad to say that Rocketpool had a pretty big outflow here at 22%, and Kiln at 60%.

Speaker 1

但我们知道Kiln出现外流的原因是他们遇到了安全问题,因此出现了大量资金外流。

But we know why Kiln had an outflow is because they had that security issue, so they had a pretty big outflows.

Speaker 1

而且看起来他们至今还没有迎来资金回流。

And it doesn't seem like they've had the inflows back in yet.

Speaker 1

我不确定这些资金是否会回来,但我们得拭目以待。

I don't know if that will come back there, but, yeah, we'll have to we'll have to kind of see, there.

Speaker 1

但这也说明,就质押而言,目前我们基本上处于盘整状态,几乎没有明显上涨,这也没关系。

But, yeah, that's just to show that when it comes to staking, we're pretty much you know, just going sideways at this point, like, really kinda going up too much, and that's okay.

Speaker 1

实际上,我觉得这样挺好。

I actually think that's fine.

Speaker 1

正如我过去所说,我认为我们长期以来一直在为安全支付过高的成本。

I as I've said in the past, I think we've been overpaying for security for quite a while now.

Speaker 1

我认为在质押的ETH数量上,我们已经达到了收益递减的阶段,我更关心的是让更多节点运营商加入网络,并确保权力分布保持在这种水平或更好。

I think we've hit diminishing returns on the amount of ETH staked, and I'm much more concerned about getting more node operators on the network and making sure the distribution of of power remains, you know, like this or better.

Speaker 1

L2的份额仍然相当高,但L2在去中心化自身、确保L2 DAO对节点运营商的控制力最小化方面已经取得了不少进展。

Like, L2 is still pretty high, but L2 has made a lot of good kind of, strides and efforts towards decentralizing themselves and making sure that, you know, the L2 DAO has minimal power over the node operators.

Speaker 1

为此我要给他们点赞,但我仍然希望看到他们的份额继续下降,不过我不确定。

So kudos to them on that, but still I would like to see their share, you know, continue to to drop, but I don't know.

Speaker 1

感觉目前似乎已经停滞了。

It feels like it's kinda stagnated at this point.

Speaker 1

感觉可能会一直维持在这个水平。

It feels like gonna gonna kinda stay there.

Speaker 1

对于只听播客而没有看视频的听众,我说明一下,他们目前的市场份额约为23.2%。

And and just for those listening to the podcast and not watching here, their market share is around 23.2 percent right now.

Speaker 1

顺便说一下,这个数字已经从33%下降了。

So that's down from 33%, by the way.

Speaker 1

这个差距相当大。

That's a pretty substantial difference.

Speaker 1

但确实如此。

But yeah.

Speaker 1

所以它们比第二名币安(8.7%)大得多。

So they're much bigger than second place, which is Binance at 8.7%.

Speaker 1

没错。

So yeah.

Speaker 1

总之,我们继续往下说。

Anyway, moving on from that.

Speaker 1

因此,以太坊基金会协议团队发布了《EIP倡导者手册》。

So the EF Protocol team has published an EIP Champion's Handbook.

Speaker 1

现在,L2xO在这里提到,通过去中心化治理流程将一个功能纳入协议可能非常困难。

Now this, L2xO says here, getting a feature into the protocol through a decentralized governance process can be fucking hard.

Speaker 1

这些资源旨在帮助EIP倡导者最大限度地提高其功能被采纳的机会,包括如何获取生态系统其他成员的反馈,并确保该功能能够获得广泛采用。

These resources aim to help EIP Champions give their features the best shot at getting included, including how to go about getting feedback from the rest of the ecosystem and make sure that the feature will get adoption.

Speaker 1

这是一样我原本以为根本不需要存在的东西,但既然它已经出现了,我就觉得,当然,它就应该存在。

This is something that I didn't know needed to exist, but now that it exists, I'm like, of course, this should exist.

Speaker 1

对吧?

Right?

Speaker 1

因为如果你仔细想想——我过去也多次提到过,EIP从被提出到被采纳的整个流程。

Because if you like think about it, and I I mean, I've talked about this a lot in the past, the the process of of an EIP, how it goes from getting kind of, I guess, like created, to getting included.

Speaker 1

很多时候,这绝对不是一场简单的 popularity contest,但如果你的 EIP 没有人关注,那它根本不会被讨论,更别提被采纳了。

A lot of the time it is definitely I wouldn't say a popularity contest, but it's definitely a a thing of like, if you have no attention on your EIP, it's just not even gonna be talked about, let alone included.

Speaker 1

很多人,尤其是技术人员,很难获得关注和进行推广,因为这根本不是他们的强项,他们只是工程师或技术人员。

And a lot of people, especially technical people struggle with being able to get attention and marketing thing because it's just not a skill that they have because they're engineers or they're technical people.

Speaker 1

这根本不是他们习惯去做的事情。

It's just not something that they're used to doing.

Speaker 1

所以这本手册和指南为你提供了所有你需要知道的内容,教你如何做,从而让你的 EIP 在明显得到核心研究员、核心开发者和广大社区认可的前提下,获得最大的被采纳机会。

So this handbook and this this guide basically gives you everything you need to know about how to do this and how to give your EIP the best chance of getting included if it's obviously something that, is liked by the core researchers, core developers, the community at large.

Speaker 1

对吧?

Right?

Speaker 1

显然,有很多EIP永远不会被采纳,因为它们本身就很糟糕,或者与其他EIP冲突,或者太过有争议。

Obviously, there's a lot of EIPs that will never make it in because they're just like bad e EIPs or maybe they conflict with another EIP or maybe they're, way too controversial.

Speaker 1

对吧?

Right?

Speaker 1

所以这些年来,我们确实遇到过所有这些情况。

So we've had, yeah, every one of those over the years.

Speaker 1

所以正如我所说,我原本不知道这需要存在,但现在非常高兴它出现了。

So as I said, didn't know this needed to exist, but very glad it does.

Speaker 1

所以如果你问某个人,比如你认为他们应该被纳入以太坊网络。

So if you ask someone who, you know, maybe you're thinking, I think that they should be included in the Ethereum network.

Speaker 1

我认为这应该成为一个EIP。

I think this should, be an EIP.

Speaker 1

但仅仅创建一个EIP是不够的。

Well, it's not just enough to create the EIP.

Speaker 1

你必须成为它的倡导者。

You have to be a champion for it.

Speaker 1

你得去推广它。

You have to promote it.

Speaker 1

你得让它出现在大家眼前,才有可能被采纳。

You have to get it in front of people's eyeballs in order for it to get included.

Speaker 1

这就像你知道的,挺讽刺的,因为这和法案在美国或任何主权国家成为法律的过程完全一样。

It's like you know, it's kinda funny because it's it's exactly how, you know, bills work to get made into law, right, within the The US or or or, you know, or any kind of sovereign nation.

Speaker 1

我举美国的例子,是因为我们最常听到这个。

I'm using The US example because we hear about that the most.

Speaker 1

本质上,这些法案之所以有吸引人的名字,是因为那本身就是免费的宣传。

Essentially, like, there's a reason why these bills have catchy names because that's just free marketing.

Speaker 1

对吧?

Right?

Speaker 1

比如《平价医疗法案》。

Like, for example, Obamacare.

Speaker 1

它被命名为那样,是因为那是一个品牌。

Like, that was that was named that because it was it's a brand.

Speaker 1

因为奥巴马是总统,所以品牌就是他,再加上这是医疗保健,所以叫‘奥巴马医改’。

Like, Obama's the brand because he's the president, and it was health care, so care, and then it's Obamacare.

Speaker 1

但法案本身的正式名称和具体内容其实并不是这样。

But the actual bill name itself and the actual details of it were con were not that.

Speaker 1

我记得它好像有另一个名字。

Like, it didn't I I believe it was called something else.

Speaker 1

它不叫‘奥巴马医改’,但那是它的宣传口号。

It wasn't called Obamacare, but that was like the marketing slogan for it.

Speaker 1

对吧?

Right?

Speaker 1

而且还有很多类似的例子。

And then there's, there's there's plenty of examples of this.

Speaker 1

对吧?

Right?

Speaker 1

比如《芯片法案》,目的是把芯片等计算机硬件的制造业带回美国。

Like the CHIPS Act for bringing, manufacturing to The US for for chips, like computer chips and stuff like that.

Speaker 1

比如芯片。

Like chips.

Speaker 1

对吧?

Right?

Speaker 1

这其实就是个朗朗上口的说法。

Like, it's just it's it's a catchy thing.

Speaker 1

所以这类情况还有很多,这纯粹就是营销,正如我所说。

So there's there's plenty of these sorts of stuff that goes on, and that's why, and then that's just marketing as I said.

Speaker 1

所以像这样的小细节累积起来,能极大地提升你的EIP被更多人看到的机会。

So just little things like that add up in a really big way in order to get your EIP in front of, you know, as many eyeballs as possible.

Speaker 1

正如尼克所说,如果这个EIP确实不错,那就给它最好的机会被纳入网络。

And as Nick so said, give it the best chance in getting included in the network if it actually is a good EIP.

Speaker 1

所以你可以去了解一下。

So you can go check this out.

Speaker 1

我会在下方的描述中附上链接,方便你查看。

I'll link it in description below for you to do so.

Speaker 1

好的。

Alright.

Speaker 1

所以我之前提到过,稍微谈一下L2。

So I mentioned earlier about talking a bit about L2.

Speaker 1

以太坊基金会发布了一篇博客文章,探讨L1和L2如何共同构建最强大的以太坊。

So the Ethereum Foundation, put out a blog post, with regards to, how L1, L2s can build the strongest possible Ethereum together.

Speaker 1

因为你们都知道,过去几个月里,关于L2在以太坊中的角色一直存在很多争论。

Because as you guys know, there's been a lot of debate over the last few months, would say, about L2s and their role in Ethereum.

Speaker 1

简而言之,以太坊基金会平台团队负责人乔什·鲁道夫表示,我们应该继续发挥每一层的独特优势,确保所有用户都能清晰、安全且无缝地受益于以太坊的核心特性。

And the TLDR is that, Josh Rudolph here, who is the team leader of, the platform team at Ethereum Foundation says, we should continue to lean into the unique capabilities of each layer and make sure all users users have a clear path to securely and seamlessly benefit from the core properties of Ethereum.

Speaker 1

用大白话来说,这基本上意味着L1在扩容。

In layman's terms, this basically means l one is scaling.

Speaker 1

对吧?

Right?

Speaker 1

L2也可以扩容,但L2还能提供L1无法实现的许多其他功能。

L twos can scale as well, but l twos also can offer many other things that the l one cannot.

Speaker 1

我已经在Refuel上把这个问题讲得够多了。

And I've talked about this to death on the Refuel.

Speaker 1

我谈过很多次,我认为L2的可定制性是它们最大的优势。

I've talked about how I believe that L2s the customizability of L2s is their strongest suit here.

Speaker 1

这基本上就是以太坊基金会对Vitalik几周前发的那条推文的回应,那条推文说L2必须真正实现差异化。

And this is basically just the Ethereum Foundation kind of qualifying that tweet that Vitalik said, put out a few weeks ago about the fact that L2s really need to differentiate themselves.

Speaker 1

它们需要做些独特的事情,需要找到产品市场契合点。

They need to do things that are unique, and they need to do things that have product market fit.

Speaker 1

它们不能仅仅依赖更高的可扩展性,因为没人关心另一个EVM链。

They can't just rely on being more scalable because no one cares about another EVM chain.

Speaker 1

对吧?

Right?

Speaker 1

除非你的EVM链做了些不同的事,除非它足够与众不同,能吸引用户真正去使用它。

Unless your EVM chain does something different, unless it is as differentiated enough from its competitors to want, for for users to want to actually go there and do stuff on them.

Speaker 1

因为正如我们所见,现在已经有很长一串L2项目基本上成了墓地。

Because as we've seen, there is a long list of L twos now that are basically graveyards.

Speaker 1

我提到L2 beat,是为了让你看到,比如Unichain这样的项目,拥有品牌和一切资源。

And I'm bringing up L2 beat here to show you like even Unichain for example, has the brand, has everything.

Speaker 1

它的TVL(总锁仓价值)下降,仅仅是因为根本没人需要它。

It's TVL has just gone down only because no one was asking for this.

Speaker 1

它其实根本没必要存在。

It didn't really need to exist.

Speaker 1

我记得它上线时,我几乎可以肯定我说过,这对我来说只是一个实验。

And I remember when when this launched, I I I'm pretty sure I said that this is an experiment to me.

Speaker 1

我不认为它会成功,因为它并没有为市场提供任何独特的东西。

This is not something that I consider to be, that that will have that I that I thought would have high chances of success, because of the fact that it's just not offering something unique to the market.

Speaker 1

它只是堆砌了一些很酷但不够独特、无法让用户从他们已喜爱的L2或L1迁移过来的技术。

It's experiment in a bunch of different technologies that are cool, but not unique enough to get people to migrate from their already favorite L2 or from L1.

Speaker 1

你可以看到,它的TVL已经下跌了90%以上。

And you can see that TVL has dropped over 90%.

Speaker 1

这同样是因为它们曾提供过激励措施。

This is also because they had incentives as well.

Speaker 1

所以它上涨的一个重要原因是因为激励措施,但你总能看清,当激励结束时,谁在裸泳。

So a big reason why it went up was because of incentives, but you always see, you know, who's been swimming naked when the incentives run out.

Speaker 1

我们在L1和L2上都看到过这种情况,无所谓是哪种。

And we see this across L1s, L2s, doesn't matter.

Speaker 1

然后是的。

And then yeah.

Speaker 1

我的意思是,实际上,Arbitrum和Base显然是领头羊。

I mean, really, it's just like Arbitrum and Bass, I would say, is like the clear leaders.

Speaker 1

然后你有LIDAR作为这里的永续合约平台,还有一长串其他的L2,甚至比这还要多。

And then you have LIDAR as the, you know, the perp decks here, and you have like a long list of other l twos, even even more than this.

Speaker 1

而且,这里还有不同的标签列出所有这些L2,有些甚至根本算不上L2,而是rollups,以及我们这里各种各样的架构。

And, you know, some there's different tabs here of all the l twos and some that aren't even really l twos and roll ups and, you know, all the kind of constructions that we have here.

Speaker 1

其中很多根本没人关心。

A lot of them are just like not something that people care about.

Speaker 1

对吧?

Right?

Speaker 1

所以,是的,这篇博客文章基本上说的是,利用你作为L2所能做的独特能力。

So, yeah, this blog post basically says, like, leverage the unique capabilities of what you can do as an L2.

Speaker 1

你要有独特性。

You know, be unique.

Speaker 1

不要只是复制L1。

Don't just copy the L1.

Speaker 1

不要仅仅依赖扩容来获取用户,因为那远远不够。

Don't just rely on scaling to get users because that's just not gonna be enough.

Speaker 1

我们已经有足够的证据向市场证明这一点。

And we have enough evidence of that to prove that to the market.

Speaker 1

我还记得很多年前,我说过会有一长串L2最终毫无进展。

And I also remember like all those years ago, like many years ago, I said that there was going to be a long list of L2s that just went nowhere.

Speaker 1

仅仅因为你是一个L2,并不意味着你自动就能获得产品市场契合度。

And just because you're an L2 doesn't mean you automatically have product market fit.

Speaker 1

当时这一点对我来说非常明显,但很高兴看到现在生态系统中的很多人也开始意识到这一点。

And that was very obvious to me at the time, but I'm glad a lot of the ecosystem seems to be cluing into that now.

Speaker 1

但我认为你确实需要经历这样一个过程:先是各种事物像寒武纪大爆发一样涌现,然后逐渐整合,少数赢家浮现,接着所有人都舔舐伤口,说:‘哦,也许那样做根本不是个好主意。’

But I think you do have to go through that process of like Cambrian explosion of things happening, then things consolidate down, a few winners emerge, and then everyone licks their wounds and says, oh, maybe that wasn't, like, a great idea to do that.

Speaker 1

L1 也经历过同样的事情。

Same thing happened with l ones.

Speaker 1

像重新质押这样的东西也经历过同样的事情。

Same thing happened with things like restaking.

Speaker 1

DeFi、NFT,还有那些所谓的模因币,全都是一场灾难,但你知道我想表达的意思。

Same thing happened with DeFi and NFTs and and and, I mean, meme coins were just all disaster, but you know what I mean.

Speaker 1

对吧?

Right?

Speaker 1

每一种新技术、每一种新创新出现时,都会发生同样的事情。

It it happens the same thing with every new technology, every new innovation that comes along.

Speaker 1

总会有一次淘金热,然后潮水渐渐退去。

There's always a gold rush, then things you know, the tide kind of, goes out.

Speaker 1

你会看到谁在裸泳,之后才能慢慢积累,从那里建立起持久的东西。

You know, you see who's been swimming naked, and then from there, you you build slowly over time and you build lasting things from there.

Speaker 1

所以,如果我要押注未来五到十年仍然存在的L2项目,我会选Arbitrum和Base,也就是Arbitrum One和Base,但它们也可能被新出现的其他L2取代。

So if I was to put, you know, any bets on what L2s are still gonna be around in five, ten years, it would be Arbitrum and Bass, Arbitrum one and Bass, but they could be dethroned by other L2s that come online.

Speaker 1

可能会出现一个新的L2,做出一些让用户惊呼‘天啊’的疯狂功能。

There could be, an L2 that comes online, does crazy things that users are like, holy shit.

Speaker 1

我根本没法在其他地方做到这些。

Like, I can't do this anywhere else.

Speaker 1

这太棒了。

This is awesome.

Speaker 1

但我们现在还说不准。

We just don't know at this point.

Speaker 1

因此,以太坊基金会目前所鼓励的正是这一点,我认为这是正确的方向。

So that's essentially what the Ethereum foundation is encouraging here, which I think is the right thing to be encouraging.

Speaker 1

但你可以去读一读他们的博客文章。

But you can go give their blog post a read.

Speaker 1

我会在下方的描述中附上链接,方便你查看。

I'll link it in the description below for you to do so.

Speaker 1

好的。

Alright.

Speaker 1

以太坊的另一个重要主题,可能属于我一开始提到的三个主题中的一个子集。

Another big theme of Ethereum that maybe kind of is a subset of all of the three themes that I mentioned at the start of the the the podcast.

Speaker 1

对吧?

Right?

Speaker 1

比如企业应用、协议开发,还有那个……另一个是什么来着?

Like the enterprise stuff, the protocol work, and then, what was the the other one?

Speaker 1

我一时想不起另一个主题了。

I've the other one's kind of alluding me right now.

Speaker 1

不过,后量子时代的以太坊确实涉及隐私问题。

Although the post quantum stuff is privacy on Ethereum.

Speaker 1

以太坊上的隐私保护在过去几年里一直是个话题,但严格来说,它并没有得到均匀普及。

So privacy on Ethereum's been, know, like, I guess, like, a thing over the last few years, but, like, not a thing in so far as it's, I guess, evenly distributed, I should say.

Speaker 1

因为我们得把缓存清理掉。

Because we had to turn out a cache.

Speaker 1

显然,我们知道导致缓存被清除的原因。

Obviously, know what happened to turn out a cache.

Speaker 1

我们还有一些其他协议,比如 Railgun 和隐私池之类的。

We have a few other protocols like Railgun and privacy pools and stuff like that.

Speaker 1

它们并没有获得太多采用,但确实存在。

They haven't really got too much adoption, but they're there.

Speaker 1

然后我们还有其他声称提供隐私功能的链,以及隐私币。

And then we have, like, other chains claiming to do privacy, and then we have, like, privacy coins.

Speaker 1

但在以太坊本身上,关于隐私的诸多实验一直参差不齐,有的成功,有的失败。

But, like, on Ethereum itself, there has been a miss just like a bunch of different experiments that have kind of been hit or miss for for privacy.

Speaker 1

所以我今天提起这个,是因为以太坊基金会的一位研究人员一直在研究这个问题,他们提出了这样一个方案,正如你在这张图中看到的,可以在 L1 上实现私密交易,而且无需信任。

So the reason I bring that up today is because, know, who's a researcher at the Ethereum Foundation has been looking into this and and, you know, they've they've kinda come up with this construction here as you can see in the image of how to do private how to do swaps privately on the L1 and do do this trustlessly as well.

Speaker 1

简而言之,如今的隐私协议用户依赖于广播者,而这些广播者可以窥探并审查他们的交易。

So the TLDR is that, you know, privacy protocol users today depend on broadcasters that can see Front Run and censor their transactions.

Speaker 1

比如,MEV 中继器或构建者可以发送带有同态加密的交易。

So like how a MEV MEV Relayer or a builder can send a tonetic hash transactions, for example.

Speaker 1

然后他在这一帖子中提到,我们展示了四个未来的协议升级如何逐步消除这种依赖,通过原生账户混淆和两天的无稽之谈,让用户无需任何链下基础设施即可自行提交交易,而加密帧交易则能在区块排序确认后才揭示交换参数。

And then he says in this thread, we show how how four future protocol upgrades can remove this dependency step by step, with native account obstruction and two day nonsense that let users self submit with no off chain infrastructure, and encrypted frame transactions can hide swap parameters until after the block ordering is committed.

Speaker 1

而 Fossil 最终保证了交易的包含性,只要有一个诚实的包含者能看到交易在公共内存池中待处理。

And then Fossil ultimately guarantees inclusion as long as one honest include that can see the transaction pending in the public mempool.

Speaker 1

因此,这本质上使得以太坊上的隐私性在所有实际用途中都得到了保障。

So this is essentially making it so that privacy on Ethereum is, for all intents and purposes guaranteed.

Speaker 1

所以你不再仅仅依赖这些受信任的基础设施来确保你的交易被包含,我认为这是一个非常崇高的目标。

So you're not just relying on all of this kind of trusted infrastructure to get your transactions in, which I think is a really noble goal here.

Speaker 1

而且我认为这也是可实现的,因为 Spoke 在这里提到,像原生账户混淆、两天的无稽之谈以及加密帧交易这些技术已经在开发中了。

And I think it's achievable as well because So Spoke mentioned here that, there are already things in the works like native account obstruction, the two day nonsense, and then, encrypted frame transactions.

Speaker 1

帧交易 EIP 目前还存在一些争议。

Frame transaction EIP is a bit controversial right now.

Speaker 1

我想我稍后会谈谈这个问题。

I think I've got I'm gonna talk about that in a sec.

Speaker 1

然后是 Fossil。

And then Fossil.

Speaker 1

Fossil 已经将被纳入这个网络。

Fossil is already going to be included in the in the network here.

Speaker 1

同样地,我相信原生账户抽象也会被纳入。

And same, I believe, with native account abstraction as well.

Speaker 1

实际上,已经有两项技术被纳入了。

Like, there there are two things that are already included there.

Speaker 1

但说到帧交易,你可以自己去读一下这个帖子。

But speaking of of frame transactions, well, you can go give this thread a read for yourself.

Speaker 1

我当然会在下面的 YouTube 描述中提供链接。

I'll link in the YouTube description below, of course.

Speaker 1

但说到帧交易,Soy Spoke 也发布了一篇关于这个主题的文章,名为‘加密帧交易’。

But speaking of frame frame transactions, Soy Spoke also put out a post about this called encrypted frame transactions.

Speaker 1

他说,简而言之,加密帧交易基于 Lucid 和 EIP 8141(即原生账户抽象 EIP),在区块排序锁定后才隐藏执行参数。

And he says, the TLDR encrypted frame transactions build on Lucid and EIP 8141, which is the native account obstruction EIP to hide execution parameters until after the blocks ordering is locked.

Speaker 1

这种设计实现了相同的插槽加密执行,混合了明文和加密交易,并且与后量子方案兼容。

This design unlocks the same slot encrypted encrypted execution, interleaved plain text and encrypted transactions, and it's future compatible with Post Quantum schemes.

Speaker 1

所以我提到关于帧交易存在争议,至少从我对帧交易EIP的理解来看,是因为人们认为它没有提供应有的模块化和可选性,而其他类似加密内存池相关的EIP则提供了这些特性。

So the reason why I mentioned that there was a controversial controversy around frame transactions at least from from my for the frame transaction EIP, from my understanding is that people think it doesn't give the modularity and optionality that it should or that other, I guess, like, encrypted mempool related EIPs give.

Speaker 1

我认为这是SoySpoke的意思:如果我们把这些东西结合起来,就能实现这一点。

And I think this is Soysberg's way of saying, well, if we couple these things together, we get that.

Speaker 1

我们就能得到你们想要的这些功能。

We get that stuff that you guys want.

Speaker 1

他在下面这个帖子中解释了这一点,内容相当技术性,但如果你有兴趣,可以自己阅读一下。

And he explains it in this thread here, and it it is quite technical, but you can give it a read if you would like to yourself.

Speaker 1

但真正意义上的终极目标,本质上就是像这样:你能100%保证你的交易会被包含,并且是以加密方式被包含——你的私人交易将以加密形式被处理。

But really, the the holy grail would be essentially, something like this, where you can have a 100% guarantees that your transaction will be included and it and it will be included in an encrypted way, your, you know, your private transaction in an encrypted way.

Speaker 1

它不会被前端运行。

It won't be front ran.

Speaker 1

它不会被MEV操纵。

It won't be MEV'd.

Speaker 1

它也不会从内存池中被丢弃,或出现类似的情况。

It won't be dropped from the from the mempool or anything like that.

Speaker 1

而且它还与后量子技术兼容,因为这可能是我之前忘记提到的另一点。

And also it's future compatible with the the post quantum stuff because that's a that's the kind of another thing that maybe I forgot to mention before.

Speaker 1

基本上,未来所有以太坊核心协议的工作都必须与后量子以太坊兼容。

Pretty much like all the pro core protocol work going forward has to be compatible with post quantum Ethereum.

Speaker 1

这就是为什么后量子以太坊也存在,因为不仅有后量子以太坊的工作,还有其他核心协议工作,比如strawmap相关的内容。

And that's why the post quantum Ethereum exists as well is because there's not only the post quantum Ethereum work, there's also all the other core protocol work, the straw map stuff.

Speaker 1

对吧?

Right?

Speaker 1

就像我上次说的,如果你访问strawmap.org——我现在就给你们打开——大部分内容其实并不直接与量子相关,但所有这些都必须与量子以太坊兼容。

Like, as I said, as I went through last time, if you go to strawmap.org, which I'll bring up here for you guys, like, most of this stuff isn't directly related to quantum, but, like, all of it needs to play nice with quantum Ethereum.

Speaker 1

所以,如果我们能尽早开始规划它会是什么样子,就能确保所有这些内容都能与量子以太坊良好协作。

So by getting a start early on on what that's gonna look like, we can make sure that all this stuff plays nice with quantum Ethereum.

Speaker 1

我很高兴我们在这方面走在了前面,因为这确实是每个网络都必须应对的问题。

So I'm glad that, we're early to this because again, this is something that every network has to deal with.

Speaker 1

比如,也许比特币不需要,因为它们不做升级,也不改变任何东西。

Like, maybe Bitcoin doesn't because they don't have to they don't do upgrades and they don't change anything.

Speaker 1

但正如我提到的,比特币对这个问题根本没有计划,无论是针对后量子时代还是量子抵抗。

But then again, as I mentioned, like, Bitcoin also doesn't have a plan for this at all, like, for for for post quantum.

Speaker 1

或者我该说,量子抵抗。

So or for quantum resistance, I should say.

Speaker 1

但其他网络比如Solana、BSC,还有像Hyperlink之类的,它们都会进行升级。

But other networks like Solana, like BSC, like, you know, Hyperlink, whatever it is, they do upgrades.

Speaker 1

它们会改变东西。

They change things.

Speaker 1

所以在研究量子抵抗时,这些也都需要被考虑进去。

So those all have to be considered as well when working on quantum resistance too.

Speaker 1

不过,你可以去读一下Soy Spoke的那条推文。

But, anyway, you can go give that thread a read from Soy Spoke.

Speaker 1

我也会在下面的YouTube描述里附上链接。

I'll link in the YouTube description below as well.

Speaker 1

我刚注意到这一集有五十分钟,所以今天这一集相当长,但显然值得讨论的内容也很多。

And I just noticed the episode is fifty minutes, so quite a long episode today, but obviously a lot to talk about.

Speaker 1

但提醒一下,接下来的几周大概就这样了。

But just a reminder, that's gonna be it for, I guess, like the next almost the next couple of weeks.

Speaker 1

我应该会在4月6日回来,下一期节目,当然是星期一。

I should be back on the April 6 for the next episode, which is a Monday, of course.

Speaker 1

或者如果我错过了星期一的节目,那也会在那一周内补上。

Or if I miss the Monday episode, it will be during that week there.

Speaker 1

正如我所说,从这个周末开始,直到我回来的星期一,我会退出Discord、Twitter,以及所有其他平台,可能完全无法联系。

And as I said, I will be off from maybe even this weekend until like that Monday that I'm back off Discord, you know, off off Twitter, off everything off, and I I probably won't be contactable.

Speaker 1

所以,是的,如果我没回复你的消息,即使你试着联系我,也别放在心上。

So, yeah, if I don't reply to your messages, if you do try to message me, don't take it to heart.

Speaker 1

这只是因为我正在休息。

It's just because I'm taking my break there.

Speaker 1

但我认为这会很好。

But I think it's gonna be good.

Speaker 1

我真的这么觉得。

I I really do.

Speaker 1

我也鼓励你们大家也像这样休息一下。

And I encourage you guys to take breaks like that as well.

Speaker 1

我说的是彻底戒断。

I'm talking full cold turkey.

Speaker 1

如果你只是说,哦,今天我只上三十分钟社交媒体或互联网,或者其他什么,那是没用的。

It doesn't work if you just do like, oh, I'll only be on social media or the Internet or whatever it is for thirty minutes today.

Speaker 1

不行。

No.

Speaker 1

不行。

No.

Speaker 1

不行。

No.

Speaker 1

我试过那样了。

I've done that.

Speaker 1

那没用。

It doesn't work.

Speaker 1

这不是同样的事情。

It's not the same thing.

Speaker 1

你必须完全远离它。

You have to be completely off it.

Speaker 1

要从手机上删除这些应用,你必须在电脑上进行锁定设置。

To remove the apps from your phone, you have to lock it down on your computer.

Speaker 1

有很多Chrome扩展程序可以帮你屏蔽网站。

There are many Chrome extensions that you can get that actually block websites.

Speaker 1

即使你输入了网址,它也会提醒你:嘿,你屏蔽了这个网站,你不该来这里,对吧?

Even if you type in, it'll just remind you and say, hey, you blocked this website, you're not supposed to be going here, right?

Speaker 1

对我来说,最容易做的就是规划好那些日子,明确那天要做什么。

And for me, found the easiest thing to do was to plan those days and know what you're doing on those days.

Speaker 1

对吧?

Right?

Speaker 1

除了工作之外,还要清楚自己在空闲时间要做什么,并提前规划好。

Besides work and everything, but like know what you're gonna be doing in your free time, and plan that plan that out.

Speaker 1

或者至少准备几件别的事情做,这样你就不会一拿起手机就想:哦,我再把Twitter装回去吧,或者去刷Instagram,随便什么。

Or at least have multiple things that you could do so that you don't just be like pick up your phone and be like, oh, I'll just install Twitter again or I'll just go on Instagram, whatever it is.

Speaker 1

对吧?

Right?

Speaker 1

所以是的。

So yeah.

Speaker 1

不过,是的,我挺期待的。

But, yeah, I'm looking forward to it.

Speaker 1

不管怎样,我也很期待回来后补上接下来一周半左右错过的所有内容。

Anyway, I'm also looking forward to coming back and covering all the stuff that I'm gonna miss over the next week and a half ish.

Speaker 1

不过,是的,到时候再见了。

But yeah, I will see you guys then.

Speaker 1

不过,再次感谢大家的收听和观看。

But anyway, thanks again for listening and watching.

Speaker 1

如果你还没订阅频道的话,记得订阅一下。

Be sure to subscribe to the channel if you haven't yet.

Speaker 1

给个赞吧。

Give it a thumbs up.

Speaker 1

订阅通讯,加入 Discord 频道,四月六号见。

Subscribe to the newsletter, join the Discord channel, and I'll catch you all on the April 6.

Speaker 1

谢谢大家。

Thanks everyone.

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