BTC 和 DeFi 主义者如何看待FTX 破产？

深潮TechFlowPublished on 2022-11-18Last updated on 2022-11-18

Abstract

在过去的一周里，我浏览了比特币和 DeFi 主义者对于 FTX 的崩溃的讨论，这些讨论内容让我觉得很有趣。

在过去的一周里，我浏览了比特币和 DeFi 主义者对于 FTX 的崩溃的讨论，这些讨论内容让我觉得很有趣。

两者都有 "不是你的密钥就不是你的币 "的心态，但它们的分歧更深。我们来分析一下他们有哪些不同。

BTC 主义者的视角

所有的比特币主义者都对以太坊作为一种资产和平台持保留态度，而且很多人对任何智能合约平台，甚至是建立在比特币基础上的智能合约平台都不信任。

主要争论集中在：这些智能合约平台缺乏安全性，以及智能合约的创建破坏了比特币原始愿景。它允许投机、高利贷和欺诈。

比特币主义者的反应一直是基于这样的论点：如果你同意他们的世界观，即比特币和 "加密货币 "是两个独立的东西，你就没有理由使用 FTX 这样的 "赌场"。而且，即使你用它来购买比特币，你也应该提取并自我保管。

DeFi 主义者的视角

DeFi 主义者大多认为，FTX 的问题在于 FTX 的中心化和托管性质。

他们认为：如果可能的话，中心化的服务需要完全消亡，或者仅限于一些非常狭窄的活动。智能合约平台的愿景实际上是摆脱这些受信任的中介机构，它是用去中心化产品替代中心化产品的一种方式。尽管存在技术风险（黑客）和最初的信任/中心化风险，但它们还是非常受欢迎的。

(一般来说，大多数 DeFi 协议在去中心化之前需要一些可信的设置，其中一些协议一直在推动去中心化的目标。由于去中心化是一个范围，因此很难真正划清 DeFi 变得过于中心化以至于不能称之为 DeFi 的界限。）

温和派

在 DeFi 阵营中，也有比较温和的观点。人们相信我们的世界会变得越来越去中心化，加上受监管的中心化服务。

该领域以 Coinbase、Bitwise 和大多数中心化服务商为典型。

我个人的看法

我已经看到了足够多来自智能合约平台的有用创新，我认为他们有价值的。

然而，我同意大部分 DeFi 的潜力是在未来，许多好处是理论上的。但同样的论点也适用于 14 年来的比特币。最初的愿景大部分仍未实现。

NFT 第一次为加密货币带来了大规模的商业化，忘记投机的价格。这里我指的是人们喜欢购买数字收藏品。它的价格可以上升或下降，但这种行为不会消失。这是大规模的加密原生商业的第一个实例。

像 Uniswap 这样的去中心化交易所，Aave 和 Compound 这样的抵押借贷协议已经成为现实，并且在某种程度上是有用的。不同程度的中心化的稳定币也是有用的，作为生活在拉丁美洲的人，我可以证明这一点。

去中心化存储、计算和其他基础设施今天也在运作，并被人们使用。

大多数这些功能不能（或不会）建立在比特币上。所以，当我看到这么多相反的证据时，我很难认同只使用比特币的观点。我真的很欣赏 BTC 主义者观点的简单性，但我发现它无法有效地突破使用该技术的界限。

我是一个现实主义者，许多服务很可能仍需要中心化。因此，尽管可能很无聊，我的观点与 DeFi 的温和派一致。

虽然我对在位者的监管行为表示怀疑，但我相信合理的监管是必要的，我们需要某种程度的中心化。

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