加密货币战争：BTC 的 Pizza，加密美元的野望

资讯 2024-06-21 阅读:59 评论:0

来源：CoinVoiceSource: CoinVoice作者：Armonio, AC capital: Armonio, AC CapitalTwitter：@armonio_liang仅以此文献给BTC买不了pizza的第十四个Pizz...

来源：CoinVoice

Source: CoinVoice

作者：Armonio, AC capital

: Armonio, AC Capital

Twitter：@armonio_liang

仅以此文献给BTC买不了pizza的第十四个Pizza节，和加密文化不是文化主流的加密币圈。

simply does not buy BTC the fourteenth Pizza festival of Pizza, and the encryption culture is not an encrypt currency ring in the mainstream of culture.

春来秋往十四载，眨眼间，加密朋克们迎来了全球第十四个Pizza节。

The 14th Pizza Festival in the Spring Falls, in the blink of an eye, is being held by encrypted punks.

这个节日是纪念加密先驱Laszlo Hanyecz用一万枚BTC购买了两个Pizza的传奇。这不仅仅是加密货币史上第一笔交易，而且代表BTC实现了作为货币的所有职能。这意味着数字加密货币正式登上全球货币的历史舞台。一个全新的市场向世界的冒险家缓缓敞开。

is a festivities that commemorated the encryption pioneer, Laszlo Hanyecz, who bought two Pizzas with 10,000 pieces of BTC. This is not only the first deal in the history of encryption currency, but also represents all the functions of BTC as a currency. This means that digital encryption money is officially on the historical stage of global currency. A brand-new market is open to the world's adventurers.

十四年过去，即使 BTC价格翻了数亿倍，Pizza还是那个味道的Pizza，想要用BTC换Pizza，依然要通过法币（除了萨尔瓦多和中非共和国）。BTC在价值共识上向前迈进了很多，但在应用共识上，自从Satoshi离开后，我们便踌躇不前。Satoshi心目中的“点对点电子现金系统”依然只是技术可行，没有产品落地。

Fourteen years ago, even though BTC prices had doubled hundreds of millions of times, Pizza was the Pizza who wanted to trade BTC for Pizza and still had to pass through French (except for El Salvador and the Central African Republic). BTC moved a lot forward on the consensus of values, but we were reluctant to apply it since Satoshi left. The “point-to-point electronic cash system” in Satoshi's mind is still technologically viable and has no products left.

正是因为BTC应用落地迟缓，造就了如今的局面：BTC被稳定币以及XRP等数字加密货币环绕。在全球便捷廉价的汇款系统、黑市里的不记名货币等等这些传统的市场里，BTC的份额一再被蚕食。全球货币是一个很大的利益：为了得到她，美国政府，联手华尔街，要用比特币创造的数字加密支付市场，进一步扩张美元霸权。

is due to the slowness of BTC applications, which has created the current situation: BTC is surrounded by stable currency and digitally encrypted currencies such as XRP. In traditional markets such as easy and cheap global remittance systems, anonymous money on the black market, the BTC’s share has repeatedly been eroded. Global currency is a great benefit: to get her, the US government, Wall Street, to work with the digital encryption created by Bitcoin, to pay the market for the dollar further.

文章之初，先问一个问题：

At the beginning of the article , ask a question:

曾几何时，加密组织用BTC发工资的习惯戛然而止？曾几何时，各种空投赠送BTC的运营活动变成了赠送美元稳定币以及altcoin？

When did cryptography end with the BTC's habit of paying wages? When did airdrops of BTC's operations become dollar stabilizers and altcoin? ?

随着加密信仰的松动，币圈的市场流动性逻辑发生了质的转变。2021年以后，多少人入圈还坚持BTC、ETH本位的固执？当BTC、ETH的交易中介地位被动摇，BTC、ETH的定价被华尔街掌握，整个加密货币的估值就更深地落入美国的手中。

After 2021, how many people came in and insisted on BTC, ETH, and when BTC, ETH, were compromised, BTC and ETH were priced on Wall Street, and the entire value of the encrypt currency fell deeper into the hands of the United States.

美元稳定币侵占了原本BTC和ETH的交易中介的职能，削弱了BTC和ETH的价值捕获。

The

在去中心化交易所里，BTC和ETH还能守住主要市场：

in a decentralised exchange, BTC and ETH can also hold on to major markets:

到了中心化交易所以后，大量的交易对都是以美元稳定币计算，美元稳定币的交易对数量远超BTC和ETH。加密货币的定价权没有等到华尔街将BTC、ETH关入ETF就已经开始蚕食了。

When you get to a central exchange, a lot of transactions are in US dollar-stabilized currencies, and the amount of transactions in US dollar-stabilized currencies is much higher than BTC and ETH. The price options for encrypted money have begun to creep off before Wall Street locks BTC and ETH into the ETF.

这样，本来是BTC、ETH的价格支撑市场活生生成为了美元霸权的附庸。数字加密货币持有者、交易者的身份，从自由主义的加密朋克变成了眼光短浅的美元流动性的来源和美元霸权的支持者。

, as in the case of BTC, ETH, the price that sustains the market alive, creates an attachment to the hegemony of the dollar. The identity of the digital cryptographer, the dealer, has changed from a liberal encryption punk to a short-sighted source of the liquidity of the dollar and a supporter of the hegemonism of the dollar.

现状难免有些凄凉。

/font >

这是加密大时代的召唤

> is the call of the age of encryption /font >

区块链系统是一场创世纪的系统性科技革命。去中心化支付不仅仅是复制了支付宝的功能，让跨境支付时间从以天论跨入以秒论。区块链的诞生创造了低成本的多方信任的交易环境。这种信任用在交易上，就降低了交易成本，用在组织内，就有会诞生全新的组织结构。尽管旧世界的既得利益者在无谓地抵制，但世界的精英从来没有放弃过将区块链技术融入传统金融系统。BIS，WB都在文件中不断给出加密资产乃至DCEP的政策指引。

block chain systems are a century-old systematic technological revolution. Decentralizing payments is more than just copying the function of payment treasures, allowing cross-border payment times to move from heaven to space. The birth of blocks creates a low-cost, multi-party trading environment. This trust is used to cut transaction costs and to create a new organizational structure within the organization.

在堂皇的大势之下，全世界所有主权国家，只要是能发法币的，都会思考在全新的货币环境下，本国货币该如何立足。区块链的记账方式解决了金融主体间的信任问题，是最新的占据生产力优势的货币形式，结合区块链技术发行数字法币成为了大国唯一的选择。中国和欧洲走的是一条道路，引入区块链技术，重建一套支付结算系统。相比之下，中国相对领先：中国在自我修建的联盟链里发行自己的数字加密人民币。而欧洲央行经过两年的调研发现他们的数字资产系统可以实现TPS 40,000的并发交易，为进一步发展数字欧元奠定了技术基础。比较而言，美国采用了更开放的态度。反正美国历史上的货币也有由私人银行发行的历史，美国政府并不绝对排斥私人公司发行的数字美元。所以，到目前为止，中心化加上去中心化稳定币的规模已经超过了1600亿，并且承担了全球主要的数字加密货币的流动性责任。虽然数字美元不是由美联储发行的，可在市场的接受度上，毫无疑问，已经远远超出了其他的竞争对手。

By contrast, China is relatively ahead: China issues its own digitally encrypted renminbi in a self-constructed union chain. The European Central Bank, after two years of research, has found that its digital asset system can achieve TPS 40,000 and provide a technical basis for the further development of the digital euro. By contrast, the United States has adopted a more open approach.

发行加密资产法币是对抗原生加密资产代币的最有效，最直接的途径。这是BIS和世界银行都不避讳的。

不仅仅货币会加密化，而且资产也会加密化。庞大的资产加密化，将形成一体化的全球金融市场，商品市场、服务市场。谁能够跟上加密发展的快车，占领最大的市场份额，那么谁就能获得最大的福祉。

not only encrypts money, but also encrypts assets. Massive encrypts will form integrated global financial markets, commodity markets, service markets. Whoever keeps up with the fast-growing encrypting cars and captures the largest share of the market, will gain the greatest well-being.

这是世界货币发行国的福祉

It's the well-being of the world's money-issuing countries.

在疫情期间，美国的基础货币被大量超发。美联储的资产负债表在疫情后扩张了一倍有余。为了解决这些超发出来的信用货币，缩表是一个必然的选择。除此以外如果能够为超发的基础信用货币提供全新的市场，也能从需求层面支撑多发出来的信用，支撑美元的估值。

The Fed's balance sheet has more than doubled since the outbreak. To address these over-released credit currencies, the thumbnail is an inevitable option. In addition to providing a new market for over-released basic credit currencies, it can sustain the over-released credit at the demand level and support the dollar valuation.

加密美元侵蚀加密流动性市场。反观加密世界，它不仅仅是一块无主的自由之地，任何的货币都能在上面做自由的竞争。Tether公司以及Circle公司所部署的美元稳定币不仅仅霸榜了加密货币市值榜的第三和第六，同时也是重要的加密世界一般等价物，拥有最高等级的流动性。因为BTC、ETH等原生加密资产的高波动率，把使用美元稳定币作为逃避风险的资产成为了加密世界原住民的共识。这无疑为美国金融征伐加密世界打下坚实的基础。

加密美元不仅仅侵蚀BTC，ETH在加密世界里的流动性市场。加密世界是横跨世界各地传统金融市场的。去中心化的属性让传统权力难以监管。因此加密金融不仅仅接壤世界各国市场，而且已经和这些主权市场有深度的结合与渗透。世界银行的报告就有体现：加密货币对监管提出了更高要求。因为监管和需求的因素，在新兴国家和贫困地区，加密货币更为流行。在土耳其、津巴布韦等货币信用崩塌的地区，包括美元稳定币在内的数字货币已经进入到流通领域。土耳其街头随处可见加密货币的OTC交易亭。

The

“侵蚀”代表巨大的利益。每一中心化稳定币的背后都有接近90%的美国国债。

“exploitation” represents a huge interest. Each centralized and stable currency has close to 90% of the U.S. national debt.

USDC中，超过90%都是黑石管理的货币基金，而这个基金所持只有美债的回购条款和美债本身。

More than 90 per cent of the USDC is a blackstone-managed monetary fund, which holds only the buyback terms for US debt and the US debt itself.

每一美金中心化稳定币的背后都支撑着0.9美金的美国国债。美元稳定币为数字加密世界提供了更好的价值尺度和交易媒介。数字加密世界的流动性需求也为背后的美债提供了任何一个代币经济家所梦寐以求的价值捕获或者说价值支撑。

The dollar’s stability provides a better measure of value and a better medium of trade for the digital encryption world. The liquidity needs of the digital encryption world also provide the value capture or value support that any token economics dream of behind the debt.

这是华尔街的饭票

This is a meal ticket from Wall Street.

我们要知道，美联储的前身是商业银行卡特尔。在美联储早期，货币发行权是在核心商业银行以及政府之间摇摆。大多数的金融机构都是死于流动性不足，拥有自己的一个水管，就能保证自己自留地旱涝保收。这也是为什么，美国华尔街始终收割全球市场。然而，把信用大权放在政府手里，哪有自己握着更爽？如今的主流中心化稳定币就是拿商业票据、货币市场基金变美金的把戏。以USDC为例，只有10%是现金储备，剩下的是黑石基金管理下的货币市场上的资产。

We need to know that the Fed was preceded by a commercial bank cartel. In the early days of the Fed, money distribution rights swayed between the central commercial banks and the government. Most financial institutions died of insufficient liquidity and had their own water pipes to ensure that they could save their own land. That is why Wall Street always harvests the global market.

（https://www.blackrock.com/cash/en-us/products/329365/）

这种拿资产直接变现的能力，可谓点石成金。以前只有美联储拥有这样的能力，如今只要能够成为稳定币的发行方，就可以分享为新兴市场提供信用的铸币税。

, the ability to realize assets directly, can be described as gold. Previously, only the Fed had such a capability, and now, as long as it was able to be the issuer of stable currencies, it could share the sedentary tax that provides credit to emerging markets.

除此以外，水龙头在自己手里，真可以无限弹药的抄底。

In addition to this, the tap in its own hands can be copied from the inside of an unlimited munition.

金融业的代币化是一幅徐徐展开的广阔画卷，它是金融业的一次革命。

The monetization of the finance industry is an extensive painting of Xu Xu, a revolution in the finance industry.

目前的情况，RWA将现实资产搬上区块链，不仅仅可以将美元资产低成本地销售到全世界，扩大买方市场，还可以把美国占优的金融服务推广到全世界。到目前为止，全球投资者进入美国资本市场都需要中介券商。KYC做完，开完户以后，还需要把货币换成美元，汇入券商的指定户头。个人的现金账户和投资账户碎片化，无法打通。券商的运营资质还需要在每一个国家获取。这种繁琐的跨国金融市场结构将被简单的钱包+前端与代币+区块链取代。只要钱在链上，结合去中心化的KYC，你就可以参与所有条件符合的金融交易。RWA甚至还能做到用美国的金融服务为发展中国家的项目融资。

As it stands, RWA has moved real assets up the block chain, not only to sell dollar assets at low cost to the world, to expand buyers' markets, but also to extend America’s excellent financial services to the world. So far, global investors have needed intermediaries to access US capital markets.

代币的金融产业化，规范化，就不可避免地引入更多的服务业。当美国硅谷主导产业创新，我们用着美元稳定币，参与华尔街提供流动性的，由SEC监管的代币金融工具。该找哪里的律师？该找哪里的税务财会？该听谁的政策指引？该看谁的脸色？不言自明。

When the US Silicon Valley dominates industrial innovation, we use the dollar to stabilize the currency, and we participate in the SEC-supervised token finance instruments that provide liquidity on Wall Street. Where do we find lawyers? Where do we find tax companies? Who's policy guide? Who's face?

行业的扩张伴随着金融杠杆，证券、代币的增发，将给美国华尔街带来直接的信用资产财富。而美国以产业侵蚀所夺取的产业影响力，将让美国资本获得在未来持续割羊毛的能力。

The expansion of the

因为反洗钱和反恐需求，即使是支付，也面临合规压力。因此，现状是：法币死守支付赛道。稳定币争夺BTC交易媒介手段。

is subject to compliance pressure for anti-money-laundering and counter-terrorism needs, even for payment. The status quo is therefore: French currency follows the payment track. Stable currency for BTC trading media.

支付赛道

pays for the track /font >

如果说加密资产的优势是链上的约束，那么美元的优势就是链下的支付。

If the advantage of an encrypted asset is a chain constraint, the advantage of the dollar is a chain payment.

加密资产美元稳定币是即有链上约束，又有链下的支付。

The dollar-stabilized currency of encrypted assets is chain bound and chained payments.

通过加密账户与签名，中心化的美元稳定币都有背书人的加密签名。而在落地支付上，美国的金融机构早已经做好了准备。

uses encrypted accounts and signatures, and all centralized dollar-stabilized currencies are encrypted by the endorsed person. On landing payments, United States financial institutions are ready.

现在最普遍的数字资产储值卡大多在最后落地的时候采用master或者visa跑完最后一公里的路程。Master和Visa就像是小区门卫，让哪家外卖进门，哪家就能获得进入全球现实支付市场的门票。

Most of the most common digital asset stock cards now use Master or Visa to run the last kilometre on the last landing. Master and Visa are like district gatekeepers, who sells the door, and who gets tickets to the global reality payment market.

哪怕不用稳定币抢夺链上交易媒介的地位，链下所有的支付都绕不开持牌支付机构的胁迫。像Master和Visa拥有全世界最广泛的支付接口，迫使数字加密储值卡的发行商必须按照它的规矩来：用美元来结算。只要发卡机构能做到标准的KYC，AML，把世界各类加密资产合规地转化为美元，使用美国的金融机构就能够替持币者完成全球支付。Binance的支付、Dupay的支付，都是采用这样的形态去完成的。这个流程里，数字加密资产仅仅作为金融资产，或者储值手段而存在，在支付环节中无足轻重。

does not need to stabilize the position of the trading medium in the chain, and all payments under the chain do not bypass the coercion of the licensed paying agency. Master and Visa have the widest payment interface in the world, forcing issuers of digital encrypted stock cards to follow its rules: settle in United States dollars. As long as the issuing agency can achieve the standard KyC, AML, and convert the world's encrypted assets into United States dollars, financial institutions using the United States will be able to make global payments on behalf of the holders. Binance, Dupy, payments are done in this form. Digital encryption assets exist only as financial assets or as a storage tool, with little weight in the payment chain.

对于多数非币圈的人来说，用稳定币付账会更直观，更便捷。

will be more intuitive and easier for most non-monetary circles.

RWA赛道

{\bord0\shad0\alphaH3D}Font {\bord0\shad0\alphaH3D}RWA track

利用全球化的去中心网络，各国的金融服务将直面零距离竞争。BTC的点对点的现金系统，也是金融服务的一种。在这些更关联法币的资产下，稳定币为基石做底层货币更加便捷。

The BTC's point-to-point cash system is also one of financial services. It is easier to stabilize these more relevant French-currency assets as the base currency.

数字加密资产最大的特性之一就是对金融监管的穿透性。因为它既是去中心化的，又是匿名的。这让各国的监管机构其实对其无可奈何。不同于金融机构入驻某国，就必须在所在地合规，要拿当地的业务牌照。Web3是中本聪许给加密爱好者的无主之地，数字加密资产的发行方无需在实地设立办公室或者其他分支机构，就可以在链上展开业务。美元稳定币在支付领域，有更高的可预测性，更容易被大众接受。不过，光有支付功能是不够的，还需要像支付宝一样，具备理财功能。华尔街能够为客户提供现成的一整套合规金融产品，满足各式人群的各种需求。让大众在为美国政府接盘一次以后，能再为华尔街接一次盘。

One of the greatest features of digital encryption assets is the penetration of financial regulation. It is both decentralized and anonymous. This makes it impossible for national regulators to do anything about it. Unlike financial institutions in a given country, they have to comply at their location, with local business license plates. Web3 is the homeless place that Central should be allowed to give encryption lovers, and the issuer of digital encryption assets can operate on the chain without having an office or other branch in the field. The dollar is more predictable and acceptable to the general public in the area of payment.

相比于去中心化交易所，中心化交易所的流动性好得多。币安、OKX是优质的交易所，难道纽交所、纳斯达克、伦敦交易所就不是优质的交易所吗？上面的粉单市场、小额股为什么不能成为meme的壳资源呢？多少小额的粉单、仙股只要换个名字，换个故事映射到链上，就可以接住这泼天的财富。SBF就干过，可惜没有赶上如今meme的好时节。

is much more mobile than a decentralized exchange. The currency, OKX, is a high-quality exchange. Is Newport, NASDAQ, and the London Exchange not a high-quality exchange?

相比于BTC，华尔街的金融资产多数以美元计价，票据，大宗商品、股票，固定资产，建立美元稳定币对标的交易对，提供美元稳定币的杠杆，不仅仅更符合用户习惯，而且降低风险。甚至我们能看到，因为USDC的合规性强于USDT，很多RWA项目首选USDC。

RWA在将美国的金融服务输往全世界的同时，为美元稳定币搭建了一个更适宜的应用场景。稳定币的持有者可以一边消费，一边享受消费金融。

RWA sets up a more appropriate application scenario for the dollar to stabilize the currency while delivering US financial services to the world. Holders of the stable currency can consume while enjoying consumer finance.

区块链赛道

block chain track /font >

区块链技术是一种去中心化账本系统，这种系统是法币所无法替代的。其次，大部分的数字加密货币都有严格的代币发行纪律，这是任何国家的央行都无法照做执行的。因此，未来，区块链技术是不可替代的。区块链上是存在链级的主权的：BTC的记账货币是BTC，ETH的记账货币是ETH。

block chain technology is a decentralised system that cannot be replaced by French currency. Second, most digital cryptographic currencies have strict currency issuance discipline, which no central bank of any country can enforce. Therefore, block chain technology is irreplaceable in the future. There is chain sovereignty on the block chain: BTC's currency of account is BTC, ETH's currency of account is ETH.

为了防止BTC尾大不掉，培养竞争对手是为一种手段。BTC之外，ETH，Solana，Cosmos, Polkadot以及各种layer2异军突起：BTC能做的它都能做，BTC不能做的，这些后起之秀也能。这就分流了BTC的注意力，降低了BTC的垄断性。

is a means to prevent BTC from falling apart. Outside BTC, ETH, Solana, Cosmos, Polkadot and all kinds of Leer2 dissidents start up: BTC can do it, BTC can do it, and BTC can do it. This diverts attention from BTC and reduces BTC's monopoly.

破除BTC的垄断性，增加区块链赛道的竞争。本质上是好事。但在法币和原生数字加密货币竞争的格局下，切分数字加密市场，分散BTC的价值共识，更有利于华尔街控制BTC乃至其他原生加密资产的定价，有利于形成利于华尔街的产业格局，更进一步有利于形成基于美元和美元稳定币的数字加密资产定价系统，进一步增强美元稳定币在加密世界中交易媒介的地位和权重。

breaks the monopoly of BTC and increases competition in block chains. Essentially, it is a good thing. But in the context of competition between French and raw digital cryptography currencies, cut-off digital encryption markets and spread the BTC's consensus on values would be more conducive to Wall Street's control of the pricing of BTC and even other original cryptographic assets. It would be more conducive to the development of an industry pattern beneficial to Wall Street and to the development of a digital encryption asset pricing system based on the dollar and dollar-stabilized currencies, which would further enhance the position and weight of the dollar's stable currency in the trading medium in the encrypted world.

思想钢印

/strong

杀人诛心，这就是美国现在想做的，在做的。

/font'

一级市场、二级市场，贯彻到我们头脑里的都是美元标价，美元等价物。这个项目融了多少美金，那个项目估值多少美金。曾几何时，我们已经忘记了ETH融资是以BTC支付，EOS，DAO，Near，1inch, DANT, BNB很多早期项目都拿BTC、ETH作为融资手段。我们忘记了我们用BTC、ETH标价项目估值的年岁。思想的钳制才是让数字加密世界真正丧失流动性的原因。

纵观人类历史，一个国家的凝聚核心是文化认同。在做的就是毁灭加密主义的文化和理想。2020年以后入圈的新人，有几人读过比特币的白皮书，有多少人看过中本聪的书信，多少人知道奥派，认同或反思过它的价值与可行性。有人讲，NFT和Meme是massive adoption。我竖起一根中指，这是币圈的massive adoption，而不是源于中本聪的薪火相传。通过几轮牛市，加密元老抓的被抓，离开的离开。加密世界里加密思想不再是主流。如美国所愿，文化的断层已经形成。

Throughout the history of humanity, the core of a nation's cohesion is cultural identity. What we're doing is destroying the culture and ideals of encryption. Newcomers who enter the circle after 2020 have read bitcoin's white paper, how many have read Chinese Bennett's letters, how many have known or reflected on its worth and feasibility. Some say, NFT and Meme are massive ideas.

当一个组织信仰崩塌的时候，所有的秩序都会失效，每一个个体都拼命地给自己捞好处。这不正是现在市场和行业最真实的写照吗？

When an organization's faith collapses, all the order lapses, and every individual tries to profit himself. Isn't that the most true picture of the market and industry right now?

另一种形式的进步：美国信用去中介去垄断

another form of progress: U.S. credit broker to monopolize

美元作为世界货币，通过无孔不入的数字加密网络，协华尔街之威席卷全球。对于各国来讲，是一声噩耗。然而，对世界人类来讲，确是一种进步。欧元区是在欧洲各国达成共识下，协同国家支付财政和货币政策多年，才逐步形成了以蒙代尔理论为构想的。这个过程花费了数十年，而且还遗留了严重的后遗症。

而美元通过数字加密货币网络侵蚀全球金融却做到“润物细无声”。这个世界上很多国家的货币纪律是不如美国的，货币信用当然也是远低于美元的。但因为支付要求以及金融环境，让很多人不得不选择持有当地货币。而各国会通过持有美元、美债为本国货币背书。

, while the dollar erodes global finance through digital crypto-currency networks, is “silenceless.” Many countries in the world have less monetary discipline than the United States, and currency credit is, of course, much less than the United States dollar. But payment requirements and the financial environment make it necessary for many people to choose to hold local currency.

其实，这里面的信用传递就是美国政府的信用通过美债、美国资产传递给某国政府，某国政府再用这种信用背书，增发本国货币。在这个链条里，某国政府就是一个中介。我们认同去中介、打破中介的利益格局是有价值的。

In fact, the credit transfer here is that the credit of the U.S. government is passed on to a government through American debt, American assets, and a government uses this credit endorsement to increase its currency. In this chain, a government is an intermediary. We agree with the value of going to an intermediary and breaking the interests of an intermediary.

此外，这一举措让全球资本市场更加一体化，打破了地方势力对本地金融资源的垄断。

In addition, this initiative has made global capital markets more integrated, breaking the monopoly of local power over local financial resources.

虽然加密美元全球化，没有实现去中心，却实现了去信用中介，加速了全球金融的融合。这客观上也是金融史上的进步

, while encrypting the dollar has become global and has failed to reach the centre, has achieved credit intermediation and accelerated the integration of global finance. This is also an objective advance in financial history .

好戏还在后头：加密的破茧重生

> strong's play is still on: an encrypted cocoon reborn /font >

以前，我认为我是加密世界的原住民。其实，我不是。我只是因为过往的经历和BTC所宣扬的自由主义同频，愿意以加密主义的理想为我的理想和奋斗目标。我们这一代人不存在原住民，我们没有足够的时间来接受加密主义和加密文化的洗礼与感召。Z世代才刚刚是互联网的第一代。

Before, I thought I was a native of the encrypt world. Actually, I'm not. I'm just willing to use the ideals of encryption as a goal because of past experience and the same liberalism that BTC preaches. Our generation does not exist as an indigenous people, and we don't have enough time to be baptized and inspired by encryptism and the culture of encryption. Z generation is just the first generation on the Internet.

二十年后，三十年后，真正出生在加密技术、加密文化熏陶下的人才会真正的成长起来。他们是读着BTC白皮书，研究着加密算法，玩着NFT，享受着DePIN的便利。脑海中不再有中国、美国、东方、西方。到那时，去中心化的技术会更加发达，去中心化的成本按照摩尔定律指数级的下降，而中心化的弊端在去中心化的文化和认识里显露无疑。

Twenty years later, people who are actually born under encryption technology and the culture of encryption will actually grow up 30 years later. They read the BTC white paper, studied encryption algorithms, played with NFTs, and enjoyed the benefits of DePIN. China, the United States, the East, and the West will no longer be in their minds. By then, the technology of decentralisation will be more developed, the costs of decentralization will fall according to the Moorian index, while the centralization vice will be evident in decentralised culture and awareness.

到那时，星星之火可以燎原。也许一个自由而大同的世界，会在美元霸权之中破茧重生。

Maybe a free and homogenous world will regenerate in the hegemonic power of the dollar.

注：本文的内容和观点受到了Deschool创始人Rebecca和Polygon开发者关系BrainSeong的启发，在此表示感谢。

Note : The content and views of this paper are inspired by the relationship between the founder of Deschool, Rebecca, and the developer of Polygon, BrainSeong.

参考文献：

References:

比特币白皮书：

bitcoin white paper: /font>

https://bitcoin.org/bitcoin.pdf

支付金融地理志：全球视角下的 Crypto 采用:

i> Payment finance geography: from a global perspective Crypto uses:

https://s.foresightnews.pro/article/detail/48294

Eurosystem launches digital euro project：

https://www.ecb.europa.eu/press/pr/date/2021/html/ecb.pr210714~d99198ea23.en.html

中国数字人民币的研发进展白皮书

> > White Paper on the progress of the development of the Chinese digital renminbi /font >