Decentralize Infra?

0xSorosPublished on 2024-08-09Last updated on 2024-08-09

Tornado Cash被监管,创始人Github账户、项目代码库、网站域名、USDC合约、RPC服务(原本由Alchemy和Infura提供)全面封禁。本文是对A&T Capital昨晚Twitter Space关于这一事件讨论的部分总结(民道老师部分)和思考。

应该从立法监管层面正面迎击,而不是仅仅从Crypto层面Decentralize Infra. 行业内某一细分领域被监管动辄声称要对之去中心化,更像是一种略显老套的叙事手段。不分青红皂白,对传统领域的事物按上一个去中心化的名号,是整个行业的思维惯性。

比如BTC早期是去中心化的数字黄金而ETH则是去中心化的全球计算机。早期叙事都是粗糙的,重大的是探索意义,回过头看它们,很多早已面目全非。明道老师正面迎击的思路是高屋建瓴的,而Crypto玩家去中心化的思路有些许的固步自封。

Crypto原生玩家使用Tornado Cash这类的应用更多是出于隐私需求,而非洗币。譬如谨慎老练的鲸鱼每个月会通过Tornado Cash定期更换钱包地址,VB也多次公开夸赞并经常使用它进行转账。为什么要使用Tornado Cash转账?

Crypto创世期倡导的精神便有让转账具备隐私性。在BTC的隐私性欠缺、不尽人意的情况下才有了Monero、Zcash等隐私币的尝试。换言之Crypto诸多使用场景是出于隐私而非非法行为。

退一步说,项目方/黑客和交易所勾结,在黑箱内进行操作,交易所才是名副其实洗币最好的场所。把一个洗币使用场景很小的去中心化应用封杀,交易所数年来作恶多端却一直安然无恙,或许是这个行业的永恒诅咒。

木秀于林,风必摧之。Tornado Cash的龙头效应强大,多链上有诸多Tornado Cash拷贝版本,但出于安全因素考量用户只会选择以太坊上的Tornado Cash。正统性强大。而伴随着黑客每次盗币都会使用它洗币,为其反复免费的打广告,让监管层觉得这个应用的存在就是为了作恶。封杀也是情理之中。

Zcash和Monero从主流交易所下架也是监管层面的因素。不过监管层也没先明白,实际上监管多链洗钱,封禁Tornado Cash根本没用。通过类似可组合性的操作在多链进行资金转移(辅以跨链桥等工具),想堵也堵不住。

民道老师提供的解决思路是让隐私服务下沉到一种通用协议层。让金融服务变为信息混洗服务,逐渐的淡化其金融属性,类似一种洗白的手段。

总体来说Crypto行业的隐私需求是一直被压抑着的。究竟是玩家一点不注重隐私,还是没有足够丰富的隐私工具让我们保护自我隐私,这只有等行业的隐私应用足够丰富且具有抗审查性后才能有论断。

话说回来,去中心化基础设施, 的确也是行业不变的大叙事。时至今日,行业内大部分的设施仍旧是中心化的,我们仅仅是保证了BTC/ETH最底层共识的去中心化(通过矿工和节点),Tornado Cash这次暴露出来在代码库、域名、合约、RPC服务等各个环节都有待进一步的去中心化探索。

“decentralize every piece of infrastructure”是一个永恒主题。

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