Основатель Cardano пообещал Эфириуму неминуемый крах

cryptonews.ruPubblicato 2025-08-09Pubblicato ultima volta 2025-09-10

Экосистема Эфириума обречена на крах в ближайшие 10–15 лет из-за большого количества фундаментальных ошибок, заявил основатель Cardano Чарльз Хоскинсон (Charles Hoskinson).

Бывший соучредитель Эфириума, Хоскинсон в интервью CoinDesk назвал три проблемы, которые, по его мнению, могут повлечь за собой негативные последствия для экосистемы флагманского альткоина. Это неэффективная виртуальная машина, неправильная модель учета и ошибочная система консенсуса.

Бизнесмен считает, что сеть Эфириума первого уровня не оправдала ожиданий ее создателей, — поэтому без глубоких реформ не выдержит конкуренции с более дешевыми и быстрыми блокчейнами и может прекратить свое существование в ранге популярного криптовалютного проекта.

«Несмотря на то, что Эфириум является центром смарт-контрактов и децентрализованных финансов (DeFi), у него возникли серьезные проблемы с масштабируемостью и высокими комиссиями за транзакции», — заявил Хоскинсон.

Основатель Cardano сказал, что решения второго уровня вроде Arbitrum или Optimism стали «партнерами по необходимости», и вместо поддержки паразитируют за счет безопасности пользователей и объемов транзакций основной сети. Хоскинсон полагает, что при более привлекательной возможности «они могут легко и просто мигрировать или перейти на мультичейн».

Хоскинсон заявил интервьюерам, что у блокчейна Эфириума отсутствует надежное управление, и сравнил формат сети с диктатурой, контролируемой соучредителем Виталиком Бутериным. Годом ранее аналогичное заявление Хоскинсон сделал на конференции Token2049 в Сингапуре.

В августе этого года Хоскинсон выступил с критикой банковских систем переводов, таких как SWIFT, и предположил, что в скором временим их заменят платежные решения на основе блокчейнов.

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Report on the State of the Crypto Industry by 2026, Featuring Sumsub Vice President for North America, Danielle LaBarbera

The cryptocurrency industry is entering an era of regulated maturity, driven by frameworks like the CLARITY Act and the $GENIUS Act in the US. These provide clearer rules but also raise operational standards, requiring platforms to effectively demonstrate compliance. Simultaneously, fraud is evolving into sophisticated, AI-powered, lifecycle-based attacks, moving beyond simple onboarding scams. According to Daniel LaBarbera, VP of Sumsub for North America, companies must shift from one-time KYC checks to continuous, risk-based verification. This involves integrating identity, behavioral, device, and transaction data into a unified risk view. The 2026 State of Crypto Industry report highlights that while 55% of crypto firms faced fraud last year, effective strategies now combine AI-driven detection, continuous monitoring, and behavioral analytics. Key compliance challenges persist, particularly with the Travel Rule. Only 23% of companies are fully compliant, with high implementation costs, data security concerns, and regulatory fragmentation being major hurdles. Meanwhile, stablecoins are gaining traction, accounting for 36% of all crypto transactions in 2025, and evolving from trading tools into financial infrastructure for payments and settlements. The path forward lies in risk-based approaches that balance security, speed, and user experience. This includes adopting documentless verification, reusable KYC, and breaking down silos between compliance functions to create a holistic, lifecycle view of customer risk and trust.

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U.S. National Debt Approaches $40 Trillion in 5 Months, Bitcoin Debate Gains Momentum

The US national debt has surged to nearly $40 trillion in just five months, the fastest trillion-dollar increase on record. The debt's growth has accelerated dramatically over time, from taking 192 years to reach the first $1 trillion in 1981 to adding the latest $1 trillion in only five months. The federal budget deficit for the fiscal year is already over $1.8 trillion, exceeding last year's total, and net interest payments on the debt have surpassed $1 trillion, now exceeding defense or Medicare spending. This rapid debt accumulation is fueling arguments within the cryptocurrency industry that Bitcoin serves as a hedge against government-backed currencies and fiscal irresponsibility. Proponents, including some lawmakers and industry leaders, argue Bitcoin could act as a "hard currency" fiscal control mechanism. Legislation has even been proposed for the Treasury to acquire Bitcoin to help reduce the national debt. The International Monetary Fund has warned that global public debt could hit 100% of world GDP by 2029 if current trends continue, with the US and China as primary drivers. Some analyses suggest a sovereign debt crisis could drive capital into alternative assets like Bitcoin, similar to past regional banking crises. However, skeptics point out that both Bitcoin and gold have fallen in price at times during 2026 despite record debt, indicating the depreciation hedge theory may operate over a much longer timeframe than short-term price action.

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Technological Self-Reliance in China: A War from Lithography Machines to ABF Films

"China's Tech Independence: A Battle from Lithography Machines to ABF Film" In August 2026, Japan's Ajinomoto announced a 30% supply cut of ABF film to Chinese mainland clients, causing industry-wide shock and fears of price hikes and shortages in the semiconductor supply chain. That same year, Chinese company Lotus Holdings, known for its MSG business, acquired a small domestic ABF film startup for 103 million yuan, aiming to change this passive situation. ABF film is a core insulating material for advanced CPU, GPU, and AI chip packages. Ajinomoto, originally a food flavoring company, has monopolized over 95% of the global ABF film market for nearly 30 years, deriving its technology from byproducts of monosodium glutamate production. With AI chips consuming 5-10 times more ABF film than traditional chips, the supply-demand gap is widening. Ajinomoto's supply cut to China, where domestic ABF film production accounts for less than 5%, directly threatens the production of domestic high-end AI chips and their substrates. This incident highlights a crucial but often overlooked truth: the vulnerabilities in China's quest for technological self-reliance extend beyond headline areas like lithography machines to critical but seemingly minor components—insulating films, photoresists, electronic specialty gases, etc. The article frames China's tech independence as a multi-front war. While major breakthroughs have been achieved in chip design (e.g., Huawei's HiSilicon), foundry (e.g., SMIC), and memory chips (e.g., YMTC), countless smaller "Ajinomoto-style" chokepoints remain. Lotus Holdings' acquisition represents a significant shift: the battle is no longer fought only by tech giants but has become a collective, industry-wide effort involving companies from diverse backgrounds. Historically, external blockades have often spurred China's technological breakthroughs, as seen with Huawei's Kirin chips and YMTC's 3D NAND flash memory. Ajinomoto's supply cut, while a short-term challenge, may similarly catalyze domestic innovation in ABF film and other critical materials. The path to technological sovereignty is long and arduous, requiring sustained patience and investment to fill every gap in the complex supply chain. Lotus's move is not an immediate solution but a step towards that future, symbolizing a broader, relentless march toward independence.

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