世界上使用最多的區塊鏈即將進行大規模升級,此次升級將改變其基礎設施,使其更加綠色環保,投資者們相當期待,億萬富翁和著名的加密貨幣支持者馬克·庫班(Mark Cuban)就是其中之一。
在所謂的“合并”中,以太坊計劃從工作量證明模式轉變為權益證明。盡管時間表尚未確定,但開發人員預測合并將在今年夏天進行。
合并后,以太坊的加密貨幣挖礦將被淘汰,繼而大幅降低以太坊對環境的影響。預計以太幣的發行量會減少,因此,新以太幣的供應也可能會下降。此外,區塊鏈防范潛在攻擊的安全性應該會得到改善。流向以太坊網絡的機構投資也有望增加。
當被問及合并后將產生的擬議變化時,馬克·庫班告訴《財富》雜志,“我非常看好。”
對馬克·庫班來說,合并之所以重要,有兩個關鍵原因。
首先,他提到了以太坊轉向權益證明的重要性。
以太坊目前依賴于所謂的工作量證明,在這種情況下,礦工必須完成復雜的難題才能驗證交易。這個過程需要大量的算力,而且由于其對環境的影響而經常受到詬病。
借助規劃中的升級,以太坊將轉而使用權益證明模式,用戶將根據其貢獻或質押的代幣量來驗證交易。作為對質押更多代幣的回報,用戶獲選在網絡上驗證交易并獲取獎勵的概率更高。
當前,以太坊同時運營工作量證明和權益證明兩條鏈。盡管這兩條鏈都有驗證器,但當前處理用戶交易的只有工作量證明鏈。一旦合并完成,以太坊的區塊鏈將全面轉至權益證明鏈,即信標鏈(Beacon Chain),同時淘汰挖礦。
因此,預計以太坊的能源消耗將減少99%。
其次,馬克·庫班表示他對合并后以太幣的發行量減少,以及如何"使以太幣出現通貨緊縮"感興趣。
他指的是預計以太幣的發行量會減少,因此,合并后以太幣的供應也可能會下降。
區塊鏈分析公司IntoTheBlock在其通訊中寫道:“合并后,預計以太幣的發行量將下降90%,這將導致費用大幅減少,使得以太幣的供應每年減少多達5%。”
如果需求隨著供應減少而增加,那么以太幣的價格可能會上漲。但我們不可能預測出任何資產的未來價格。
盡管如此,一些人認為,在合并后,以太幣可能會成為一種通貨緊縮資產,或者供應量下降的資產,因此可以保值。比特幣已經被認為是這樣的避險資產。
馬克·庫班向《財富》雜志證實,他沒有在信標鏈上投資任何資金,盡管他確實擁有以太幣以及基于以太坊的非同質化代幣 (NFT)。他還投資了許多建立在以太坊基礎上、希望擴大規模或與以太坊進行互動的公司。
作為一個自稱為以太坊極致主義者的人,馬克·庫班經常談到他為什么喜歡區塊鏈。對他來說,這主要歸功于以太坊的智能合約,或在區塊鏈上運行并執行協議的代碼集合。
他在2021年3月表示:“真正改變一切的是智能合約。智能合約的出現,創造了DeFi [或稱去中心化金融項目]和NFT[或稱不可替代的代幣]。這就是游戲改變的原因。這就是我為什么這么激動的原因。這就是為什么它很像互聯網。”(財富中文網)
譯者:ZHY
世界上使用最多的區塊鏈即將進行大規模升級,此次升級將改變其基礎設施,使其更加綠色環保,投資者們相當期待,億萬富翁和著名的加密貨幣支持者馬克·庫班(Mark Cuban)就是其中之一。
在所謂的“合并”中,以太坊計劃從工作量證明模式轉變為權益證明。盡管時間表尚未確定,但開發人員預測合并將在今年夏天進行。
合并后,以太坊的加密貨幣挖礦將被淘汰,繼而大幅降低以太坊對環境的影響。預計以太幣的發行量會減少,因此,新以太幣的供應也可能會下降。此外,區塊鏈防范潛在攻擊的安全性應該會得到改善。流向以太坊網絡的機構投資也有望增加。
當被問及合并后將產生的擬議變化時,馬克·庫班告訴《財富》雜志,“我非常看好。”
對馬克·庫班來說,合并之所以重要,有兩個關鍵原因。
首先,他提到了以太坊轉向權益證明的重要性。
以太坊目前依賴于所謂的工作量證明,在這種情況下,礦工必須完成復雜的難題才能驗證交易。這個過程需要大量的算力,而且由于其對環境的影響而經常受到詬病。
借助規劃中的升級,以太坊將轉而使用權益證明模式,用戶將根據其貢獻或質押的代幣量來驗證交易。作為對質押更多代幣的回報,用戶獲選在網絡上驗證交易并獲取獎勵的概率更高。
當前,以太坊同時運營工作量證明和權益證明兩條鏈。盡管這兩條鏈都有驗證器,但當前處理用戶交易的只有工作量證明鏈。一旦合并完成,以太坊的區塊鏈將全面轉至權益證明鏈,即信標鏈(Beacon Chain),同時淘汰挖礦。
因此,預計以太坊的能源消耗將減少99%。
其次,馬克·庫班表示他對合并后以太幣的發行量減少,以及如何"使以太幣出現通貨緊縮"感興趣。
他指的是預計以太幣的發行量會減少,因此,合并后以太幣的供應也可能會下降。
區塊鏈分析公司IntoTheBlock在其通訊中寫道:“合并后,預計以太幣的發行量將下降90%,這將導致費用大幅減少,使得以太幣的供應每年減少多達5%。”
如果需求隨著供應減少而增加,那么以太幣的價格可能會上漲。但我們不可能預測出任何資產的未來價格。
盡管如此,一些人認為,在合并后,以太幣可能會成為一種通貨緊縮資產,或者供應量下降的資產,因此可以保值。比特幣已經被認為是這樣的避險資產。
馬克·庫班向《財富》雜志證實,他沒有在信標鏈上投資任何資金,盡管他確實擁有以太幣以及基于以太坊的非同質化代幣 (NFT)。他還投資了許多建立在以太坊基礎上、希望擴大規模或與以太坊進行互動的公司。
作為一個自稱為以太坊極致主義者的人,馬克·庫班經常談到他為什么喜歡區塊鏈。對他來說,這主要歸功于以太坊的智能合約,或在區塊鏈上運行并執行協議的代碼集合。
他在2021年3月表示:“真正改變一切的是智能合約。智能合約的出現,創造了DeFi [或稱去中心化金融項目]和NFT[或稱不可替代的代幣]。這就是游戲改變的原因。這就是我為什么這么激動的原因。這就是為什么它很像互聯網。”(財富中文網)
譯者:ZHY
Investors await as the world’s most-used blockchain nears a massive upgrade that will change its infrastructure and make it more green. One of them is billionaire and noted crypto supporter Mark Cuban.
In what’s called the “merge,” Ethereum plans to shift from a proof-of-work model to proof of stake. Though the timeline isn’t confirmed yet, developers predict that the merge will happen this summer.
After the merge, Ethereum’s crypto mining would become obsolete, which would substantially reduce Ethereum’s environmental impact. The supply of new Ether would also likely decline, because fewer coins are expected to be issued. Additionally, blockchain security against potential attack is supposed to improve. And institutional investment in the Ethereum network is expected to increase.
Asked about the proposed changes planned to result from the merge, Cuban told Fortune, “I'm very bullish.”
To Cuban, the merge is important for two key reasons.
First, he mentioned the importance of Ethereum going to proof of stake.
Ethereum currently relies on what’s known as proof of work, under which miners must complete complex puzzles to validate transactions. This process requires a huge amount of computer power and is often criticized due to its environmental impact.
With the planned upgrade to proof of stake, users would be able to validate transactions according to how many coins they contribute, or stake. In return for staking more coins, users have a higher likelihood of being chosen to validate transactions on the network and earn a reward.
Currently, Ethereum has both proof-of-work and proof-of-stake chains running in parallel. While both have validators, only the proof-of-work chain currently processes users’ transactions. Once the merge is complete, Ethereum's blockchain will shift fully to the proof-of-stake chain, called the Beacon Chain, making mining obsolete.
As a result, it’s predicted that Ethereum’s energy consumption will be cut by 99%.
Second, Cuban said he’s interested in less Ether issuance after the merge, and how “that will possibly make it deflationary.”
By this, he’s referring to how the supply of Ether is also expected to decline post-merge, because fewer coins are expected to be issued.
"Following the merge, the amount of ETH issued is projected to drop by 90%, which would lead similar levels of fees to reduce Ether’s supply by as much as 5% a year," blockchain analytics firm IntoTheBlock wrote in its newsletter.
If demand increases as the supply declines, the price of Ether may rise. But it’s impossible to predict the future price of any asset.
Nonetheless, some think Ether may become a deflationary asset, or one with declining supply that can be used as a store of value, after the merge. Bitcoin is already considered such a safe haven.
Cuban confirmed to Fortune that he doesn’t have any money invested in the Beacon Chain, although he does own Ether, along with Ethereum-based non-fungible tokens (NFTs). He has also invested in many companies building on, looking to scale, or interact with Ethereum.
Being a self-proclaimed Ethereum maximalist, Cuban has frequently spoken about why he loves the blockchain. For him, it’s mostly due to Ethereum’s smart contracts, or collections of code that run on the blockchain and execute agreements.
“What really changed everything was smart contracts,” he said in March 2021. “Smart contracts came along, and that created DeFi [or decentralized finance] and NFTs [or non-fungible tokens]. That’s what changed the game. That’s what got me excited. That’s why it’s a lot like the internet.”