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Web3来时路

Jun 2025

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Builder

· 39m

Ai在 1、2 或 3 年内会发展到哪里？

中文 English

0:00 让我跟你分享一些想法。

0:03 第一点是，在过去几个月里，

0:07 AI工具的生产力发生了质的飞跃，

0:10 变得大大提升了。

0:13 它比九个月前强大得多。

0:20 对我们Citadel来说，这使得

0:23 我们能释放更多AI的应用场景。

0:29 这非常有趣，

0:31 坦白说，以前我们通常

0:35 用硕士、博士和金融专业人员

0:39 几周甚至几个月完成的工作

0:43 现在由AI代理在几小时或几天内完成。

0:47 这并不是中等水平的白领工作，

0:52 而是极高技能的工作。

0:56 我用“由AI代理自动化”形容这个词。

1:02 说实话，有个星期五我回家时，

1:07 对这一点感到相当沮丧，

1:11 因为你能明显看到这将对

1:15 社会产生多么剧烈的影响。

1:18 当你亲眼见证这点时，

1:20 看到过去几周或几个月的工作

1:23 几天内就被完成，真是震惊，

1:27 那是我第一次看到我们内部真正的影响。

0:00 Let me just share a few thoughts with you on this.

0:03 Number one is in the last few months,

0:07 there has been a step change function

0:10 in the productivity of the AI toolkit.

0:13 It is profoundly more powerful than it was just nine months ago.

0:20 And for us at Citadel, that has allowed

0:23 us to unleash a much broader array of use cases for AI.

0:29 And it has been really interesting

0:31 to watch, to be blunt, work that we would usually

0:35 do with people with masters and PhDs and finance

0:39 over the course of weeks or months being done by AI agents

0:43 over the course of hours or days.

0:47 So these are not, these are not mid-tier white-collar jobs.

0:52 These are like extraordinarily high-skilled jobs.

0:56 I'm going to pick a word being automated by agenic AI.

1:02 And I got to tell you, I went home one Friday, actually

1:07 fairly depressed by this, because you could just

1:11 see how this was going to have such a dramatic impact

1:15 on society.

1:18 And when you win this in your own four walls,

1:20 when you see work that used to be manures of work being done

1:23 in days or weeks, it's like, wow,

1:27 that's the first time I've seen real impact in our four walls.

Builder

· 1h

Web3 头部人物密集表态支持 CLARITY Act

5月14日，美国参议院银行委员会以 15:9 表决通过 CLARITY Act 后，多位 Web3 行业重要人物公开表态。

Coinbase 首席法务官 Paul Grewal：
“CLARITY 法案还有工作需要完成，但从这次委员会审议来看，民主党、共和党、政府和行业都准备继续合作，推动法案通过。”

Coinbase CEO Brian Armstrong：
“CLARITY Act 是一项强有力的法案。它将让美国金融系统更快、更便宜、更容易获取，从而造福美国人民。”

白宫加密顾问 David Sacks：
“这是美国成为世界加密之都的里程碑式一步。”

a16z 联合创始人 Marc Andreessen：
“现在是时候通过 CLARITY Act 了。”

Cardano 创始人 Charles Hoskinson：
“最新法案文本相比此前版本有巨大改进。”

Web3 今日热点 Bounty

Builder

· 5d

红杉资本：用 4 个故事看懂下一轮认知革命｜全中文配音。

这个视频建议兄弟们都去看，10分钟看未来！

红杉资本合伙人 Konstantine Buhler 在 AI Ascent 峰会上，用 4 个故事讲透 AI 未来。

他从历史上的工业革命、蒸汽机、技术范式跃迁讲起，延伸到今天的神经网络、智能体、软件重构与机器人浪潮。

这不是一场普通的 AI 演讲，而是顶级风投视角下，对下一轮科技周期的判断：
AI 会如何改变产业？
智能体会不会重构软件？
机器人为什么会成为下一波大机会？普通人和创业者应该如何理解这场变革？

中文 English

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Builder

· 5d

“区块链对我来说，是让许多不同的人长期合作的最自然方式，而无需就信任谁达成一致。另一件事也是经济层面。这是区块链可以支持人工智能的层面。”

维塔利克认为以太坊将在去中心化人工智能的未来中发挥重要作用：

“如果你有更多去中心化的 AI，这意味着你有不同的 AI（代理、程序），它们由不同的人控制，并且需要相互交互。而为了使这种交互成为可能，你需要有一个经济层面。要么合作基于经济激励和经济规则。要么它基于中央控制。通常只有这两种情况，如果我们能建立经济系统，那就使得 AI 之间的更多去中心化交互成为可能。”#Vitalik

中文 English

0:00 区块链对我来说是允许应用发生的最自然方式

0:07 允许

0:08 很多不同的人之间合作，并且长期有效

0:16 并且无需

0:18 达成谁可信的共识，另一点也是

0:22 经济层面，对吧

0:23 这是区块链可以支持AI的层面，对，因为

0:29 这里有一个

0:29 差别，比如你可以有更去中心化的AI和更中心化的

0:34 AI，如果你有更多

0:37 去中心化的AI，那意味着你有不同的AI实体，比如智能体

0:44 程序，不管你怎么称呼

0:45 它们，由不同的人创建，需要进入，需要被

0:49 不同的人控制

0:50 需要相互交互，对，而且为了让这种交互

0:53 可能，你需要

0:55 有一个经济层面，因为合作要么基于

1:00 经济激励

1:02 经济规则、奖励和惩罚，要么基于中央控制，

1:08 通常是这两者之一

1:09 如果你能建立经济体系，那

1:15 就能促成更去中心化的

1:16 AI间的交互。

0:00 blockchain to me is like the most natural way to allow like applications to

0:07 happen that allow

0:08 cooperation between many different people and that and if work in the long term

0:16 and work without

0:18 needing to like agree on like who to trust and the other thing is also the

0:22 economic layer right

0:23 this is the layer where like a blockchain can support ais right yeah because

0:29 like there's this

0:29 difference of like like can you have more decentralized ai and more centralized

0:34 ai and if you have more

0:37 decentralized ai that means you have like different ai things like agents

0:44 programs whatever you call

0:45 it that are built by different people that need to enter that are controlled by

0:49 different people

0:50 that need to interact with each other yep and for that interaction to be

0:53 possible and you need to

0:55 have an economic layer right because either cooperation is based on like

1:00 economic incentives

1:02 economic rules rewards and like penalties or it's based on central control and

1:08 so it's like usually

1:09 one of the two right and if you can set up the economic system then like that

1:15 makes more decentralized

1:16 interaction between AI possible.

Builder

· 5d

我先给大家打个样。

这个话题不是单纯的 Web3 新闻搬运区，而是一个“每日信号筛选器”。

以后大家看到重要的 Web3 动态，可以发在这里。但最好不要只贴新闻，而是讲清楚三件事：

第一，发生了什么；
第二，为什么重要；
第三，它可能影响谁。

比如一个稳定币政策，不只是“某地发布新规”，更重要的是它会不会影响稳定币发行、交易所合规、普通用户使用、以及传统金融进入 Web3。

ChatGPT Image 2026年5月12日 16_33_00.png 1.7 MB

Web3 今日热点 Bounty

Builder

· 6d

2014年这段演讲，币圈最纯粹的早期初心

回头再翻看2014年的这段经典演讲

谁能想到，早在十几年的行业萌芽阶段

一辈子认准赛道，一辈子深耕一件事

心无杂念专注深耕，死磕到底

选择永远大于努力

接下来，让我们有请OKCoin联合创始人赵长鹏先生，登场！

中文 English

0:00 (说外语)

0:03 (观众鼓掌)

0:14 - 好的，这次我试着用英语演讲。

0:29 因为当罗杰讲话时，

0:30 大家似乎都能理解，

0:31 而且他说得非常快。

0:33 我会试着说得慢一点，

0:35 让我的 Xbox 项目更容易理解。

0:38 那么，我要告诉你们比特币的未来。

0:41 现在，我让大家都在听了，嗯？

0:43 我会告诉你们未来每天的准确价格。

0:46 但愿我能做到。

0:47 如果做不到，我就不会在这里，

0:48 我会去训练自己。

0:50 所以，我做不到。

0:52 让我讲一个我为什么在这里的小故事。

0:55 大约22小时前，我失去了机会。

0:58 一个明星告诉我他不能来香港，

1:01 而我必须来。

1:02 然后大约一个小时后，

1:03 或者可能是五分钟后，

1:05 活动协调员，希望她能得到一枚硬币。

1:07 她有很多头衔。

1:09 她走过来说，好，苏茜，

1:10 你得写一篇TPT，你刚开始用白板演示。

1:13 并且需要一个非常非常快的地点。

1:15 我得在一个小时内完成。

1:19 所以，我在一个小时内完成了，

1:21 然后一个小时后她告诉我

1:22 必须关于比特币的未来。

1:25 唉，比特币的未来，这可难了。

1:28 我的意思是，我不知道。

1:29 我不知道比特币的未来。

1:31 其实我有两个反应。

1:33 首先，我真的不知道。

1:34 其次，我思考了一下。

1:37 直接反应就是：冲向月球。

1:40 (笑)

1:42 大家都知道比特币要冲向月球，对吧？

1:44 但是在过去的70小时左右，

1:46 我实际上试图探讨比特币的未来。

1:49 所以，这就是我们在这里的原因，

1:50 这也是我要和你们分享的。

1:52 我想拉杰讲解了比特币的基础知识，

1:56 这对我的演讲非常有帮助。

1:59 所以，我现在只看比特币，

2:01 关注比特币的一个属性。

2:04 比特币是一个信用系统。

2:07 我们见过很多信用系统，

2:10 也用过很多信用系统，

2:12 而比特币是一个非常特别的信用系统，

2:16 即它是分布式的，是点对点的信用系统。

2:19 比特币是人类历史上第一次，

2:23 作为一个物种，我们能建立信任，

2:27 一个道德群体，或一个共用账本，

2:30 一个公用账本或会计系统，

2:32 这个群体的人不必相互认识，

2:36 也不必相互信任，但他们可以信任这个账本。

2:39 这是比特币的核心发明，

2:41 我认为它有非常强大的影响力。

2:44 所以，思考一下这个。

2:47 我认为这是比特币的发明。

2:50 其他的都是附加的。

2:51 这是比特币的核心。

2:53 这还是很新的概念。

2:56 我们仍在探索如何利用它，

2:59 而比特币只是一个应用。

3:01 历史上我们有很多信用系统。

3:04 我会稍微回顾历史，

3:06 谈谈我们所见过的其他信用系统，

3:07 我们可能还不知道的。

3:10 比如贝壳，对吧？

3:12 你们中间谁研究过比特币，

3:13 可能听说过这样的故事，

3:15 一群人在爱尔兰，

3:17 他们用贝壳作为信用和货币。

3:20 我们现在不再用它，不过挺有趣的。

3:23 它有一些有趣的特性。

3:26 贝壳是一个实物信用系统，

3:29 有时候你挺幸运的。

3:30 你可能在海滩上捡到贝壳，

3:33 你就变得更富有，

3:34 或更有信用。

3:36 这是一种实物信用系统。

3:39 我们不再使用，因为它不好用。

3:42 这一个你们可能更熟悉。

3:44 黄金。

3:45 我们现在也不太用它了。

3:48 我估计在场没人，

3:50 至少不会有太多人，

3:53 真用黄金买东西，

3:54 或用黄金支付。

3:58 但我们更熟悉黄金。

3:59 同样，黄金是实物信用系统，

4:02 你也可能会幸运。

4:06 如果你在街上工作，可以去挖矿，

4:08 你可能能找到一些，或者在矿场挖，

4:10 都可能得到。

4:12 这多少有点运气成分。

4:14 这又是一种我们非常熟悉的系统。

4:17 这实际上是一个信用系统。

4:19 这不是钱。

4:20 这是信用。

4:21 那么，为什么一张纸有价值，

4:24 实际上在我们之前的两页幻灯片中提到过，

4:26 一个贝壳，当你用它交换食物、鱼时，

4:30 贝壳其实不值这些鱼。

4:32 鱼价值很高，

4:33 因为鱼非常宝贵，

4:35 因为如果你没有食物吃，你会死的。

4:38 所以，鱼比贝壳值钱得多。

4:41 黄金也是一样的。

4:43 如今，黄金的工业价值，

4:46 不值黄金的价格如此之高。

4:49 但黄金价格真的很高，

4:51 因为它被用作信用系统的货币。

4:54 这张纸真的很神奇，

4:57 因为纸本身其实不值多少钱。

5:00 那么，为什么那张纸值100美元，

5:02 或者游戏中的100美元？

5:07 你们可以用相对的方式去思考。

5:09 如果你们有些人已经想知道答案，

5:11 有些人想知道，

5:12 为什么一张纸值这么多钱？

5:15 或者值这么多价值？

5:16 你可以用它买食物，住酒店，

5:19 你可以用它做很多事情。

5:20 那么，为什么它值这么多价值？

5:23 让我告诉你们一件事。

5:25 如果你认为比特币是虚拟货币，

5:27 我可以告诉你纸币已经是虚拟的了，

5:32 从1971年起它就是虚拟的。

5:34 所以，现在，银行，

5:37 或者中央政府的中央银行印钱，

5:39 他们没有黄金来支持。

5:42 理论上，当他们印钱时，

5:44 他们应该在金库里有黄金，

5:46 这样才能支持货币。

5:48 但自1971年尼克松停止了这个制度。

5:51 从那时起，钱就变成了虚拟的。

5:53 所以，你们已经非常熟悉虚拟货币了，

5:55 虚拟信用系统。

5:57 只是你们不知道，

5:58 你们没有真正深思过。

6:00 我觉得这是我最喜欢的信用系统例子，

6:06 因为它实际上就叫信用卡。

6:08 我觉得这是唯一合适的名字。

6:10 甚至在中文里，你也有正确的名字。

6:13 叫信用卡，对吧？

6:14 里面就带有“信用”。

6:16 实际上有很多不同的卡，

6:19 比如在香港有八达通。

6:21 在东京有Suica卡或Passmo卡。

6:26 在北京有地铁卡。

6:29 我们有积分卡或电子邮件卡。

6:32 所有这些都是信用系统，

6:33 它们都有价值。

6:35 而且这是虚拟和数字的，对吧？

6:39 你其实看不到什么实物。

6:41 一切都是你银行电脑里的数字。

6:45 然后，我们有网上银行系统。

6:47 在网上银行系统里，一切都是数字化的。

6:50 所以，这里每个人都很熟悉

6:53 虚拟数字货币。

6:55 比特币没什么太大区别。

6:57 比特币唯一的区别是它是分布式的。

7:00 没有中央机构。

7:02 所以，我在表现比特币时遇到了问题。

7:06 我一直有这个问题。

7:07 比特币很难形象化。

7:09 大多数人用币的形象来理解它。

7:12 但它其实非常分散，

7:13 因为比特币是新的，它不是硬币。

7:16 有越来越多的币，越来越多的币。

7:21 有些人把它表现为，

7:22 这是一个比特币地址。

7:24 它其实不是比特币。

7:26 如果你看比特币协议，

7:27 实际上没有对比特币本身的定义。

7:29 协议里不存在。

7:31 没有它的单位。

7:32 如果你是程序员，没有对象，

7:34 没有实例化，实例化，实例化。

7:39 所以，没有对象代表比特币

7:42 在编程语言中。

7:43 有另一个协议，

7:46 代表那个地址。

7:49 我将在这里看一下教程。

7:51 这个地址实际上是真实地址

7:53 我为它发起了一个慈善项目。

7:56 如果你能扫描这个协议

7:57 并向这个地址捐赠比特币，

8:00 那些比特币不会被我或任何人使用，

8:02 除非是真正的慈善支出。

8:04 将直接给到受益人。

8:07 所有管理费用由OKCoin和我本人承担。

8:11 如果你们想捐款，这是个机会。

8:14 以后还有更多机会。

8:16 比特币的真实表现形式就是这样。

8:20 它只是一个数字，加一个单位。

8:23 这就是比特币。

8:25 所以，比特币的运作方式是，

8:29 你怎么知道呢？

8:31 你拥有多少比特币？

8:33 这很简单。

8:34 我想你们很多人都知道这个。

8:35 你会把你收到的所有付款

8:38 加到你的比特币地址上，

8:40 然后减去你发出的所有付款。

8:42 这就是你该地址上剩余的比特币数量。

8:44 每次都是这样计算的。

8:46 所以，它就是一个数字加一个单位。

8:48 就是这样。

8:49 我特别在这里加了小数点，

8:51 因为很重要要意识到

8:53 比特币是可以细分的，对吧？

8:55 所以，很多新手问我，

8:57 嘿，比特币价格是300美元。

8:59 我想给别人3美元，怎么给？

9:02 很简单。

9:02 你输入0.01个比特币，比特币。

9:05 这样就能支付。

9:07 所以，我认为比特币

9:10 不会立即取代一切。

9:13 这只是我对未来的一些猜测，

9:18 有点猜测而已。

9:19 我认为比特币只是另一种

9:21 我们可以使用货币或信用体系的方式。

9:23 比如说，贝壳货币已经，

9:26 没人再用了。

9:27 黄金，人们仍在一定程度上使用。

9:30 但不频繁，现金仍被广泛使用。

9:32 信用卡出现时，

9:35 并没有取代现金。

9:37 互联网银行出现时，

9:39 也没取代现金。

9:40 所以现金依然被大量使用。

9:42 因此，我认为比特币仅仅是

9:45 对现有传统信用系统

9:48 或货币体系的补充。

9:50 我不认为它会马上取代一切。

9:53 也许在很长远的未来会，但需要时间。

9:55 所以现在它只是另一种

9:58 帮助我们完成价值交易的方式。

10:01 我认为这就是它的价值所在。

10:04 有很多方式。

10:06 比如，你可以向某个比特币地址捐款，想捐就捐。

10:10 现在有很多种用法。

10:13 现在，比特币主要被

10:15 技术精通的个人或公司使用。

10:19 我算是个技术极客，

10:23 它非常适合跨境

10:27 或全球交易。

10:28 比如我想支付美国某人，

10:30 从这里给美国汇钱，

10:32 传统方式很耗时、手续费高，

10:34 所以它在跨国交易中有很大优势。

10:38 也适用于跨境交易。

10:40 比如我想雇印度的网页设计师，

10:43 付一些报酬，

10:45 我可以轻松给他比特币。

10:48 还有很多独特的用法。

10:52 比如，做极小额支付。

10:54 如果我想给你0.1美分，

10:57 其实目前的法币系统不太能处理。

10:59 大多数现有法币

11:01 甚至处理不了那么小的金额。

11:02 你没有分币，靠银行转账

11:05 根本办不到。

11:06 比特币可以做到。

11:08 它能实现极小额支付、小额打赏、

11:11 众筹等，很多其他功能。

11:13 这些是法币系统目前做不到的。

11:16 因此它有非常独特的用途。

11:20 最后它对旅行者也非常好。

11:22 再次强调，这是跨境的。我昨晚到香港，

11:25 我用比特币付了个人报酬，他给我服务，

11:27 体验很满意。

11:30 这样我省了支付给机场行李员的10%小费，

11:35 那些人本来想要小费。

11:37 我省了不少钱。

11:40 如果把互联网比作信息高速公路，

11:43 比特币可以说

11:46 是金融或货币高速公路。

11:49 我认为它会

11:52 高速发展。

11:54 如果把比特币看作金融高速公路，

11:58 那OKcoin是什么？

11:59 OKcoin就是入口。

12:00 OKcoins都是高速公路的通行证。

12:04 OKcoin是一个交易所。

12:05 这里连接传统法币

12:09 与比特币加密世界。

12:12 目前支持比特币和莱特币，

12:14 将来也许会支持更多，但

12:16 短期内不会。

12:17 我特别喜欢这张图，因为它

12:20 展示了高速公路上的情况。

12:21 其实我也不知道高速公路上到底有什么。

12:24 所以那是未知的。

12:26 我们仍在探索比特币的未来。

12:28 请稍等片刻。

12:32 让我稍微吹嘘一下OKcoin。

12:34 我认为，带有个人偏见，

12:37 OKcoin是现存最好的比特币交易所。

12:39 就这样，很简单。

12:42 我记得大约四五个月前，

12:44 我在芝加哥做了一场类似的演讲，

12:47 关于比特币和OKcoin的。

12:51 那时，有个笑话说，

12:53 “谁是最大的交易所？”

12:54 有个人走过来找我，

12:56 是中国一个非常小的比特币交易所。

12:59 他说，“好吧，我们是中国第二大比特币交易所。”

13:02 我当时很惊讶，“什么？”

13:03 还有其他三个大交易所呢。

13:05 那人说，“因为OV、OKcoin

13:09 和PTC中国都宣称自己是最大的比特币交易所。”

13:12 所以他们是第二名。

13:14 那是四五个月前的事了。

13:16 我已经有四五个月没听到那个笑话了。

13:19 这对我们来说是好事，因为我认为

13:20 最大的比特币交易所基本上

13:22 已经确立了。

13:24 而且有很多争议。

13:25 每个交易所都会声称自己是最大的。

13:28 但作为用户，你得找出

13:30 流动性在哪里，谁有最大真实成交量，

13:33 谁的交易量最大，

13:34 谁手续费用最低，谁系统最可靠。

13:38 这里我将专注于最好的比特币交易所。

13:41 我认为标准很简单。

13:43 你得可靠，服务好，

13:45 产品强大。

13:47 这三点是OKcoin专注的，

13:50 我基本不关注其他方面。

13:53 让我先谈谈可靠性，

13:55 因为可靠性就是保护用户。

13:59 这里其实挺有意思的，

14:00 目标是减少错误。

14:03 非常非常简单。

14:05 不出错你就好，

14:07 出错多就麻烦了。

14:10 很多其他交易所

14:14 出现过非常离谱的价格点，

14:16 而其他交易所价格却很稳定。

14:19 OKcoin从未出现过

14:21 价格飙升到1万美元

14:23 或者跌到1000美元甚至1元人民币的情况，

14:25 而合理价格应是3500美元左右。

14:29 我们从未出现过跳点。

14:32 很多其他交易所出现过跳点。

14:33 有些跌了。

14:34 一些仍存在跳点问题。

14:36 我们期货上从未有过重大损失。

14:40 GBL是一家已经不存在的交易所。

14:42 他们亏了4000——其实还欠着4000点

14:44 然后跑路了。

14:46 还未被追捕。

14:47 而中国拥有强大的警察系统。

14:49 他们在挪用用户的资金。

14:52 我们期货盈利扣除极少。

14:56 这非常难做到，

14:58 尤其是在当前期货交易所普遍使用高倍杠杆的情况下。

15:00 实在是非常非常难做到。

15:02 有些事情听起来简单，

15:04 但现实中很难实现。

15:07 所以我们没有出现其他基本的错误，

15:10 比如竞争对手有长结算日期，

15:14 合约却按近期价格结算，

15:16 本应推迟结算日期却没有。

15:18 很多交易所都有这类问题，但

15:21 在比特币交易所中，要做到几乎无错

15:24 真的不容易。

15:25 我认为比特币领域的每个人，

15:28 任何从事比特币工作的人，

15:30 都曾有过建立比特币交易所的想法，

15:32 在他们的比特币经历中某个时刻。

15:38 而实际上只有少数几个比特币交易所。

15:42 比特币交易所非常难做。

15:47 这是我今年收到的最佳批评。

15:50 几天前有人走过来，

15:52 说，“嘿，似乎除了OKcoin，

15:55 其他比特币交易所都有些问题，

15:59 你们是不是做错了什么？”

16:01 “为什么你们跟别人不同？”

16:03 我觉得这是非常好的反馈。

16:05 那是我当时的想法。

16:08 接下来讲讲服务。

16:10 OKcoin提供了比特币领域

16:14 最好的服务。

16:16 我们是少数几家提供24/7客服的公司之一，

16:19 提供全天候的中英文国际服务。

16:22 实际上，我们支持所有八种客服方式，

16:26 全天候24/7服务。

16:29 包括电话、网页、聊天、邮件、Skype、Reddit、

16:31 推特和脸书。

16:35 用以上任何方式你都能找到我们。

16:37 实际上，我们的语音服务

16:38 甚至不止于此。

16:40 我们当然也做这个。

16:42 所以我们进行了沟通，将你们带到中国站点。

16:45 我主要专注于国际方面。

16:49 说实话，我们的提现和存款手续费

16:52 还是有点慢。

16:53 我们正在努力改进。

16:55 他们只是在和全球不同银行合作

16:57 这其实相当困难，但我们建立了内部服务水平协议（SLA）。

16:58 基本上，如果某件事耗时太长，

17:01 我会收到很多反馈，

17:03 我会分享相关内容并尝试协调解决。

17:05 现在应该挺快的了。

17:06 下一步是产品方面。

17:11 我认为这是长期成功的关键，

17:12 对于任何比特币交易所，

17:15 甚至对任何业务来说都一样。

17:17 Coin目前大约有150多名员工。

17:19 所以我觉得我们是最大的比特币公司之一。

17:22 还有几个竞争对手

17:26 运营着类似的网站，像我们这样。

17:27 在150名员工中，

17:29 有100人是技术团队成员。

17:32 我是安全负责人，

17:34 管理着大约100人，并承担很多健康责任。

17:35 但我们这100人非常优秀。

17:39 他们只有一个使命：让产品更好。

17:42 他们不关心其他任何事。

17:44 他们工作非常努力。

17:45 我们很幸运，

17:47 能够实现许多“第一”。

17:53 我们是第一家真正走向国际的中国主要比特币交易所。

17:55 我们推出了国际站点。

17:57 拥有完全独立的网站、用户数据库、

17:58 订单系统等。

18:00 我们也是首家提供期货交易的主要交易所。

18:02 并支持多种期货合约

18:05 帮助用户进行对冲。

18:07 覆盖不同期限，最长至季度合约。

18:11 我们仍然是唯一支持全仓和逐仓保证金模式的交易所。

18:13 这非常难实现，

18:15 编程极其复杂。

18:19 但我们的用户很喜欢。

18:22 目前没有其他交易所做到这一点。

18:24 这是我们的关键竞争优势之一。

18:26 我们是第一家推出移动交易应用的公司，

18:28 现在一些竞争者也有了，

18:29 但我们仍是唯一支持手机端期货交易的。

18:31 如果你想拥有比特币钱包，

18:34 应该尝试我们的手机应用。

18:37 移动交易应用非常流畅。

18:39 我想很多人认为

18:40 手机上无法交易，

18:43 但我相信这款应用会改变你的看法。

18:47 你可以非常轻松地在手机上交易。

18:50 我们也是第一个直接在交易所提供算法交易的。

18:52 并且仍是唯一提供期货上的止损单和触发单的交易所。

18:54 没有其他交易所拥有这些功能。

18:56 我可以讲很久，

18:58 但我想我只剩10分钟了。

19:00 所以我会讲得快一点。

19:04 最后，我们拥有最好的风险管理系统。

19:07 这实际上非常关键。

19:08 风险管理系统帮我们的用户节省资金。

19:11 这是真实的资金，

19:13 或说是实际价值的节省。

19:14 我想大部分中国用户已经感受到了，

19:15 因为他们能体验到。

19:17 再说，我们拥有最好的流动性。

19:20 我们即将推出另一款产品，

19:21 叫做OK Link。

19:25 你们中的一些人可能听说过。

19:26 我们会在一周左右开放。

19:28 非常快就会推出。

19:31 这是面向消费者的钱包支付服务，

19:32 也包括开发者API。

19:36 我们希望它成为一个平台，

19:40 供人们开发应用程序。

19:41 它拥有非常简洁的消费者钱包，

19:43 但从技术角度看钱包功能非常先进。

19:47 同时支持链上钱包，

19:49 包括普通钱包和多重签名钱包。

19:54 如果你们知道这些，

19:56 就会知道它的优势在哪里。

19:57 虽然还没完全准备好，

19:59 但你们会喜欢的。

20:03 我想宣布一些合作伙伴。

20:05 我们有强大的合作伙伴。

20:06 就在几天前，也就是25号，

20:09 我们建立了合作关系。

20:11 是BuildFX。

20:13 BuildFX允许你在香港

20:15 带现金到他们的店里，

20:20 买卖比特币。

20:22 So we have a strong partner.

20:24 We just had a partnership here last couple of days ago,

20:29 on the 25th.

20:31 So that's BuildFX.

20:32 So BuildFX allows you in Hong Kong

20:35 to take cash into their store

20:37 to buy and sell bitcoins,

20:38 或者存入到好币平台。

20:40 所以这个人来自BitFX。

20:42 你们能站起来吗？

20:44 只是让你们知道他们是谁。

20:46 这就是他们的店铺。

20:47 店铺非常不错。

20:48 好了，好了，哈利刚到。

20:52 我还以为他在睡觉呢。

20:53 所以最后，金融是另一个部分，

20:57 我们另一个客户，

20:58 是一家相当活跃的对冲基金交易公司。

21:05 我觉得他不是睡觉就是在交易。

21:07 有时候他两者同时进行。

21:09 这几个人哈利实际上就在这里。

21:14 他明天会谈交易。

21:16 他是为数不多公开让我们

21:18 使用他们名字的人之一。

21:20 我们还有很多其他大的科技顾问，

21:21 现在能用但不能公开说。

21:25 那么让我们回到比特币期货话题。

21:32 我想谈谈汽车。

21:35 当汽车刚发明时，

21:36 没人相信汽车有未来。

21:39 只需要支付和汽油，

21:43 还有很多其他因素。

21:44 但汽车更方便，因为你可以去任何地方。

21:47 想想现在汽车发展到哪儿了。

21:50 还有互联网。

21:52 互联网早期，

21:53 有很多问题。

21:56 它被称为全球网站。

21:58 因为一切24小时运作，

22:01 每小时费用是10美元。

22:03 当年有个笑话说，

22:07 那是在95年前后。

22:09 有人跑来跟我说，

22:10 “嘿，互联网真的很有用。”

22:12 “你可以买汉堡，点外卖，就买了它。”

22:14 “还能感受它的多汁。”

22:17 这是个讽刺的笑话。

22:19 但现在的现实是，你今天可以买到汉堡，

22:22 几分钟内送到你手中。

22:25 你真的可以买到。

22:26 所以我认为比特币需要时间，

22:29 但我们一定会到达那个阶段。

22:29 多久？可能几个月，

22:32 几年，我不知道。

22:33 但对于比特币，我们想成为行业里有重要影响的公司，

22:38 在比特币领域。

22:40 基本上，我们希望五年、十年、二十年后，

22:44 我们是比特币的谷歌，

22:46 谷歌是互联网的，我们要做比特币的谷歌。

22:50 我们不关心短期收益，

22:52 虽然可以赚很多手续费，

22:53 赚很多钱，然后消失，

22:54 但这不是我们的目标。

22:57 我们想长期存在。

22:59 这就是好币。

23:01 让我告诉你未来。

23:04 “冲向月球”，这是我能想出的唯一答案。

23:07 当我思考比特币的未来时，

23:12 我想到这个代码。

23:15 我认为比特币会一直存在。

23:17 比特币不会消失。

23:18 我已经无法想象没有比特币的世界。

23:20 我今天早上五六点想到的，

23:25 昨晚没想到全部。

23:28 所以我发了推文，还做了其他事情。

23:30 这就是我的演讲。

23:33 非常感谢。

23:33 这是你想做交易的所有方式。

23:35 [掌声]

23:44 有问题吗？

23:44 我觉得我很幸运，因为时间挺充裕。

23:46 我会选几个问题，请多提问。

23:49 请讲。

23:50 你对智能合约有看法吗？

23:53 我认为智能合约不会成功。

23:55 我不确定是哪个版本或哪种实现。

23:59 但我认为智能合约不会成功。

24:01 无论如何，这只是时间问题。

24:03 大家听到这个会很惊讶。

24:04 人们会开始使用它。

24:06 它会比律师和其他

24:10 学生或相关东西更好用。

24:11 所以我认为它会实现。

24:12 还有其他问题吗？

24:19 挺容易的。

24:24 好的。

24:25 [听不清]

24:30 [外国语]

0:00 (speaks in foreign language)

0:03 (audience applauding)

0:14 - All right, I'm gonna try my speech English this time.

0:29 Because when Roger was speaking,

0:30 everybody seems to understand,

0:31 and he's speaking really, really fast.

0:33 I'm gonna try to speak a little bit slower,

0:35 and make it a bit easy for my Xbox project to understand.

0:38 So, I'm gonna tell you about the future of Bitcoin.

0:41 Now, I've got everyone listening, huh?

0:43 I'm gonna tell you exactly the price in the future every day.

0:46 I wish I can do that.

0:47 If I can't do that, I'm not gonna be here,

0:48 I'm gonna be training myself.

0:50 So, I can't do that.

0:52 Let me tell you a little bit of a story of why I'm here.

0:55 So, I lost 22 hours ago, roughly.

0:58 I was told by a star that he couldn't come to Hong Kong,

1:01 and I got to come.

1:02 And then an hour after that,

1:03 or maybe five minutes after that,

1:05 the event coordinator, I hope that it'll get a coin.

1:07 She has a lot of titles.

1:09 She comes to me, says, okay, Susie,

1:10 you gotta write a TPT, you just started in a white one.

1:13 And heaters needed a really, really quick place.

1:15 I gotta get that done with you an hour.

1:19 So, I got that done with you an hour,

1:21 and then an hour later she tells me

1:22 that it has to be about future of Bitcoin.

1:25 Like, oh, future of Bitcoin, that's pretty tough.

1:28 I mean, I don't know.

1:29 I don't know about the future of Bitcoin.

1:31 So, I have two reactions, actually.

1:33 So, first of all, I don't really know.

1:34 No, number two is, I thought about this.

1:37 That was a direct reaction, it was to the moon.

1:40 (laughing)

1:42 Everybody knows about Bitcoin to the moon, right?

1:44 So, but in the last 70 hours or so,

1:46 I actually have tried to explore the future of Bitcoin.

1:49 So, that's what we're here,

1:50 but that's what I'm gonna share with you.

1:52 So, I think Raj explained the basics of Bitcoins,

1:56 which actually helps quite a lot from my presentation.

1:59 So, I'm gonna just look at Bitcoin right now,

2:01 and I'm gonna look at one property of Bitcoin.

2:04 So, Bitcoin is a credit system.

2:07 So, we have seen many credit systems,

2:10 and we use a lot of credit systems,

2:12 and Bitcoin is one very special credit system,

2:16 namely, it's distributed, it's a P2P credit system.

2:19 So, Bitcoin is the first time in human history

2:23 as a species that we can actually establish trust,

2:27 a moral group, or a common ledger,

2:30 or a common book, or a common accounting system,

2:32 that the group of people doesn't have to know

2:36 or trust each other, but they can trust that book.

2:39 This is the core invention in Bitcoin,

2:41 and I think this has very powerful impacts.

2:44 And so, think about that for a little bit.

2:47 I think this is Bitcoin's invention.

2:50 Everything else, strip the site.

2:51 This is the core of Bitcoin.

2:53 And it's quite new to this.

2:56 We still try to figure out how to use this,

2:59 and Bitcoin is just one application.

3:01 So, we have a lot of credit systems in history.

3:04 So, I'm gonna go back in history a little bit

3:06 and talk about some of the other credit systems

3:07 that we have seen in our mailman unknown.

3:10 So, Shells, right?

3:12 So, any of you guys studied Bitcoin,

3:13 it's probably heard about a story,

3:15 a bunch of guys on Ireland,

3:17 they use Shells from us credits, as money.

3:20 So, we don't use this today, but it's kind of interesting.

3:23 This has a few interesting properties.

3:26 Shells are a physical credit system,

3:29 and you can get lucky sometimes.

3:30 You can scroll down the beach and find a shell,

3:33 and you just become that much richer,

3:34 or that much credible.

3:36 So, this is one fiscal credit system.

3:39 We don't use anymore because it's kind of hard to use.

3:42 This one people are probably more familiar with.

3:44 It's gold.

3:45 We don't use this very much anymore either.

3:48 I don't think anybody in the room,

3:50 but at least probably not that many people in the room

3:53 actually used gold to buy things,

3:54 or to purchase things, or to pay for things.

3:58 But we're more familiar with gold.

3:59 Again, gold is a physical credit system,

4:02 and you can get lucky as well.

4:06 If you work on the street, you can go mine,

4:08 you can find some, or if you go mining,

4:10 you can get them.

4:12 And it depends a little bit on luck.

4:14 And this is another system that we're very familiar with.

4:17 This is actually a credit system.

4:19 It's not money.

4:20 It's credit.

4:21 So, why does a piece of paper worth,

4:24 actually mentioning in our previous two slides,

4:26 a shell, when you exchange it for food, for fish,

4:30 the shell is actually not worth this fish.

4:32 The fish is worth a lot of money,

4:33 because the fish is very valuable,

4:35 because if you have nothing to eat, you're gonna die.

4:38 So, the fish is much more valuable than the shell.

4:41 The same thing with gold.

4:43 The gold today, the industrial value of gold

4:46 is no worth the price of gold is such.

4:49 But the price of gold is really high,

4:51 because it's used as a currency of credit system.

4:54 This paper is really amazing,

4:57 because the paper itself is not really worth a lot of money.

5:00 So, why does that piece of paper worth $100,

5:02 or $100 from the, or $100 from the game?

5:07 So, you guys can think about it relatively.

5:09 If you get some of you want to know the answers already,

5:11 some of you want to know,

5:12 why does a piece of paper worth that much money?

5:15 Or worth that much value?

5:16 You can buy food with it, you can get a hotel,

5:19 you can do a lot of things with it.

5:20 So, why is it worth that much value?

5:23 And let me tell you something.

5:25 If you think Bitcoin's a virtual currency,

5:27 or I can tell you that the paper money is virtual already,

5:32 and it's been virtual since 1971.

5:34 So, right now, with the banks,

5:37 or the central government's central banks print money,

5:39 they don't have the gold to back it up.

5:42 In theory, when they print money,

5:44 they should have the gold in the vault,

5:46 so they can back it up.

5:48 But, since 1971, Nixon stopped that.

5:51 And since then, the money has been virtual.

5:53 So, you've already very familiar with virtual currency,

5:55 virtual credit systems.

5:57 You just don't know,

5:58 you just haven't really thought about it that much.

6:00 I think this is my favorite example of a credit system,

6:06 because it's actually called a credit card.

6:08 I think this is the only thing that's appropriate name.

6:10 And even in Chinese, you have the right name.

6:13 It's Xinyon Ka, right?

6:14 So, it's got the credit in there.

6:16 So, there's actually a lot of different cards, right?

6:19 So, in Hong Kong, you have the octopus.

6:21 In Tokyo, you have the suit card, or the pass model.

6:26 In Beijing, you have the metro card.

6:29 So, and we have the point cards, or the emails.

6:32 All of those are credit systems,

6:33 and all of them have value.

6:35 So, and this is virtual and digital, right?

6:39 So, you actually don't see anything going on.

6:41 Everything's a number in your computer in your bank.

6:45 And then, we have the online banking system.

6:47 On the online banking system, everything's digital.

6:50 So, everybody here is already very familiar

6:53 with virtual digital currency.

6:55 The Bitcoin's not that much different.

6:57 The only difference in Bitcoin is that it's distributed.

7:00 It's no central party.

7:02 So, I had a problem representing Bitcoin.

7:06 I've always had this problem.

7:07 Bitcoin's really hard to visualize.

7:09 So, most people are visualized using a coin.

7:12 This is actually very, very distributed,

7:13 because Bitcoin's new. It's not a coin.

7:16 So, there's more coins, and then there's more coins.

7:21 And some people represented, like,

7:22 this is a Bitcoin address.

7:24 It's actually not a Bitcoin.

7:26 So, if you look at the Bitcoin protocol,

7:27 actually, there's no definition of Bitcoin itself.

7:29 It doesn't exist in the protocol.

7:31 There's no unit of it.

7:32 There's no, if you're a programmer, there's no object,

7:34 there's no instantiation, instantiation, instantiation.

7:39 So, there's no object that represents a Bitcoin

7:42 in the programming language.

7:43 So, there's another protocol,

7:46 which represents that address.

7:49 And I'm going to take a look at the tutorial here.

7:51 This particular address is actually a real address

7:53 that I started a charity for.

7:56 So, if you could scan this protocol

7:57 and donate Bitcoin to that address,

8:00 that Bitcoin will not be used by myself, anybody,

8:02 unless it's for a real charity cost.

8:04 And it's going to do directly to the beneficiary.

8:07 And all the admin costs are born by OK coin and myself.

8:11 So, if you guys want to donate, here's a chance.

8:14 You'll have even more chances later.

8:16 So, the real representation of Bitcoin is like this.

8:20 It's just a number, plus a unit.

8:23 That's what a Bitcoin is.

8:25 And so, the way Bitcoin works,

8:29 that how do you know that?

8:31 How many Bitcoins you have?

8:33 It's very simple.

8:34 I think a lot of you guys will know this.

8:35 You'll take all the, every payment that you receive

8:38 on your Bitcoin address,

8:40 and then minus all the payments you've made.

8:42 And that's how much Bitcoins you have left on that address.

8:44 So, every time it's calculated.

8:46 So, it's just a number of plus a unit.

8:48 And that's it.

8:49 And I specifically put a decimal here

8:51 because it's very important to realize

8:53 that Bitcoin is reversible, right?

8:55 So, I've got a lot of new people asking me,

8:57 hey, it's a Bitcoin's life, $300.

8:59 And I want to give $3 to somebody, how do I give it?

9:02 It's very simple.

9:02 You're typing 0.01 Bitcoin, Bitcoin.

9:05 And that works.

9:07 So, Bitcoin, I think,

9:10 is not going to replace everything immediately.

9:13 This is, I'm sort of guessing a little bit

9:18 into the future here.

9:19 I think Bitcoin is just one more way

9:21 we can use currency or we can use the credit system.

9:23 So, I think Shell's kind of already,

9:26 nobody uses it anymore.

9:27 Gold, people still use it, to some extent.

9:30 Not very often, cash people use.

9:32 Credit cards was, when credit card came along,

9:35 that did not replace cash.

9:37 When our mind banking came along,

9:39 that did not replace cash.

9:40 So, cash is still used very heavily.

9:42 So, Bitcoin is, I think, just a supplement

9:45 for the traditional credit systems

9:48 or money systems we have today.

9:50 So, I don't think it's going to replace everything immediately.

9:53 It might in the long future, but it's going to take a lot.

9:55 So, I think right now, it's just another way

9:58 to help us conduct transactions in both value.

10:01 So, I think that's where the value comes from.

10:04 There's quite a number of ways.

10:06 Again, it's that Bitcoin address you can donate to, you want to.

10:10 So, there's many ways right now.

10:13 So, right now, today, Bitcoin's mostly used

10:15 by technology-savvy people or firms.

10:19 I'm kind of a geek, so.

10:23 And then, it's very useful for a cross-border

10:27 or global transactions.

10:28 So, if I want to pay somebody in the U.S.,

10:30 to require money from here to the U.S.,

10:32 or take me a lot of time, a lot of firms to steal,

10:34 so he has a lot of advantage in the global over it

10:38 or cross-border transactions.

10:40 So, if I want to hire a web designer in India

10:43 and I want to pay him something off-value,

10:45 I can give him big points very easily.

10:48 There's also a lot of other very unique uses for it.

10:52 For example, you can do micro-pennets.

10:54 If I want to pay you 0.1 penny,

10:57 actually the current fiat system will kind of handle it.

10:59 And most of the current fiat system

11:01 probably couldn't even handle it like pennies.

11:02 You don't have a penny, so you go back to your bank wire,

11:05 it's not going to work.

11:06 Big points are last time.

11:08 And you last, doing micro-pennets and last tipping,

11:11 crowdfunding, a lot of other things will depend up.

11:13 That was not how to use fiat systems today.

11:16 So, it has very unique uses.

11:20 And the last thing is very good for travelers.

11:22 Again, this is cross-border, so I arrived in Hong Kong last night.

11:25 I gave some guy in Bitcoin, he gave me a couple of time

11:27 on the end, and that worked satisfying.

11:30 So this way, I saved the 10% I paid to the airport travel bags

11:35 for those guys who were looking me off the way.

11:37 So I saved so many there.

11:40 So if you think of the internet as an information highway,

11:43 then the Bitcoin, I think, is fairly appropriately called

11:46 the financial or the currency highway.

11:49 So I think, basically, this is going to develop

11:52 at a very high speed.

11:54 So if you think of the Bitcoin as a financial highway,

11:58 then what is OKcoin?

11:59 So OKcoin is the right.

12:00 So OKcoins are all in the right, on to the highway.

12:04 So OKcoin is an exchange.

12:05 And this is where we bridge the traditional fiat currency

12:09 and the Bitcoin crypto world.

12:12 Right now, we support Bitcoin and Litecoin,

12:14 so we might as well support more, but probably not

12:16 in the short future.

12:17 I especially like this picture, because it actually

12:20 does a show what's on the highway.

12:21 Because I actually don't know what's on the highway.

12:24 So what's going on is foreign.

12:26 We're still exploring the future of Bitcoin.

12:28 So bear with me for a second.

12:32 So let me brag a little bit about OKcoin.

12:34 So I think OKcoin, my biased opinion,

12:37 is the best Bitcoin exchange existing.

12:39 Period, very similar.

12:42 I think it's four or five months ago

12:44 when I was given a talk in Chicago, very similar talk

12:47 about Bitcoin about OKcoin.

12:51 At that time, there was a joke saying,

12:53 "Who's the largest exchange?"

12:54 And some guy came up to me.

12:56 Some really small Bitcoin exchange in China came up to me.

12:59 He said, "OK, we're the second largest Bitcoin exchange in China."

13:02 I was like, "What?"

13:03 There's like three other big ones.

13:05 And so the guy said, "Because all of OV, OKcoin,

13:09 and PTC China claim to be the largest Bitcoin exchange."

13:12 So they were second.

13:14 So that was four or five months ago.

13:16 But I haven't heard that joke for about four or five months.

13:19 So which is good for us, because I think

13:20 the largest Bitcoin exchange has pretty much

13:22 been established.

13:24 And I think there's a lot of arguments.

13:25 Every exchange is going to say they're the biggest exchange.

13:28 But I think, as a user, you've got to find out

13:30 where the liquidity is, who have the largest real volume,

13:33 who have the largest transactions,

13:34 who have the lowest fees, and who have the most reliable systems.

13:38 So here, I'm going to focus on the best Bitcoin exchange.

13:41 And I think the properties are very simple.

13:43 You've got to be reliable, you've got to have good service,

13:45 and you've got to have a very strong product.

13:47 And this is the three things that OKcoin is focused on,

13:50 and I wouldn't pretty much focus on nothing else.

13:53 Let me talk about reliability for a second here,

13:55 because reliability is all about protecting the users.

13:59 And here, it's actually quite funny,

14:00 because the goal is to make less mistakes.

14:03 It's very, very simple.

14:05 If you don't make mistakes, you're good.

14:07 If you make lots of mistakes, you're not so good.

14:10 So by mistake, many other exchanges

14:14 are reported like very wild price points,

14:16 when every other exchange has very stable prices.

14:19 So OKcoin have never had situations

14:21 where the price brought up to $10,000

14:23 or went down to $1,000, or one RMB,

14:25 where the price should be like $3,500.

14:29 We never lost points.

14:32 A lot of other exchanges lost points.

14:33 Some went down.

14:34 Some lost points are still around.

14:36 And we never had any significant big losses on futures.

14:40 So GBL is an exchange that's no longer around.

14:42 They lost 4,000-- well, there's still 4,000 points

14:44 and ran away.

14:46 And they're not caught.

14:47 So China has a very strong police system.

14:49 They're borrowing it with people's coins.

14:52 So we have very few deductions on the winnings on futures.

14:56 This is actually very difficult, given the hard leverage

14:58 that every futures exchange have right now.

15:00 This is actually very, very difficult.

15:02 So some of the things here are sounds very simple,

15:04 but it's actually very hard to achieve in real life.

15:07 So we don't have other very basic mistakes

15:10 where one of our competitors had a long settlement date,

15:14 the contract settled at near day,

15:16 when they were supposed to start a late date.

15:18 As many, many other had it, but it's actually very difficult

15:21 to have no mistakes or very few mistakes

15:24 in the Bitcoin exchange world.

15:25 I think everybody in the Bitcoin space,

15:28 anybody who's working in the Bitcoin space,

15:30 probably had an idea that wanted to do a Bitcoin exchange,

15:32 and one point in their Bitcoin experience.

15:38 And there's actually only a handful of Bitcoin exchanges.

15:42 The Bitcoin exchanges are actually very hard to do.

15:47 So this is the best criticism that I've received this year.

15:50 So somebody actually, only a couple of days ago,

15:52 comes up to me, says, "Hey, it seems that every Bitcoin exchange

15:55 "have had some issues except okay coin.

15:59 "So are you guys doing something wrong?

16:01 "Why are they different from everybody?"

16:03 So I thought that was a really, really good feedback.

16:05 Look at that in my day.

16:08 So let's move on to service.

16:10 So okay coin provides the best service

16:14 in the entire Bitcoin space.

16:16 So we're one of the very steep companies

16:19 that provided 24 by 7 customer service

16:22 in English and Chinese around the clock internationally.

16:26 So, and we also, actually all these eight support methods,

16:29 we support 24 by 7.

16:31 So this includes phone, web, chat, emails, Skype, Reddit,

16:35 Twitter, Facebook.

16:37 If you use any of those things, you can find us.

16:38 Actually, we voice not even out here.

16:40 We do that as well, of course.

16:42 So we spoke, we brought you to you for the Chinese sites.

16:45 I was focused mainly on the international side here.

16:49 To be honest, our withdraw and deposit fees

16:52 are still a little bit slow.

16:53 We're trying to improve that.

16:55 They're just working with different banks

16:57 along the world.

16:58 It's actually quite tough, but web established internal SLAs.

17:01 So basically, if something that takes too long,

17:03 we get a lot, I get a lot,

17:05 and I share something and try to work them.

17:06 So you should, it goes pretty fast now.

17:11 So the next thing is for product.

17:12 I think this is the key for long-term success,

17:15 for any Bitcoin exchange,

17:17 for actually for any business, I think.

17:19 So, okay, Coin, actually right now, has about over 150 people.

17:22 So we're one of the largest Bitcoin companies, I think.

17:26 There's a few other competitors

17:27 who are very similar sites, like we'll be.

17:29 And of our 150 employees,

17:32 a hundred of them are on the tech team.

17:34 So I'm the security owner,

17:35 so I manage about 100 people and a lot of health.

17:39 But the 100 people we have are very, very good.

17:42 They just have one mission to make the product better.

17:44 They don't care about anything else.

17:45 They just work very, very hard.

17:47 And then we are very, so we are pretty lucky

17:53 that we were able to achieve a lot of the first.

17:55 So we're the first Chinese,

17:57 sort of major Chinese Bitcoin exchange

17:58 to actually truly go international.

18:00 So we launched international site.

18:02 We have a completely separate website, user database,

18:05 order of everything.

18:07 So we're also the first major exchange to offer futures.

18:11 And we support futures with multiple contracts

18:13 so that we can help people to hedge.

18:15 So different time periods, we export up to the quarter.

18:19 And we've still the only ones

18:22 that support cross and spread margin modes.

18:24 That's very difficult to do.

18:26 Very, very difficult to program.

18:28 But our users are loving.

18:29 No one else has this right now.

18:31 So this is one of our key competitive advantages.

18:34 When the first one to do a mobile trading app

18:37 or some of our competitors have it now,

18:39 but we are still the only ones

18:40 that support futures trading on the mobile app.

18:43 When you want to achieve the Bitcoin wallets,

18:47 you should try a mobile app.

18:50 Mobile trading apps is very, very slick.

18:52 And I think a lot of you think

18:54 that you cannot trade on a mobile app.

18:56 But I think this app will change your mind.

18:58 You can trade very easily on the mobile app.

19:00 And then we are the first ones to offer

19:04 algorithm trading directly on the exchange.

19:07 And then we still the only ones

19:08 to offer stock models and triggers on futures.

19:11 Nobody else has that.

19:13 I can go on for a while,

19:14 but I think I have 10 minutes left.

19:15 So I'm going to go a little bit faster.

19:17 And lastly, we have the best risk management system.

19:20 This is actually very key.

19:21 The risk management system saves our users money.

19:25 This is a physical money,

19:26 or does it real value that we're saving?

19:28 I think most of the Chinese users notice already

19:31 because they can experience it.

19:32 And again, we have the best liquidity.

19:36 So there's another product which we are launching,

19:40 which is OK Link.

19:41 Some of you guys have heard about it.

19:43 And we won't be opening this up in a week or so.

19:47 So this is coming up very, very soon.

19:49 So this is a consumer-facing wallet payment services

19:54 and also developer APIs.

19:56 So we want this to be a platform

19:57 for people to develop applications.

19:59 So this has a very easy consumer-facing wallet,

20:03 but the wallet actually in technical features

20:05 is very advanced.

20:06 So we support both on-channel wallet,

20:09 both regular and multi-sick wallets.

20:11 I think if you guys know what it is,

20:13 then you'll know why it's good.

20:15 It's not quite ready yet, but you'll be sick.

20:20 So I want to announce some of the partners we have.

20:22 So we have a strong partner.

20:24 We just had a partnership here last couple of days ago,

20:29 on the 25th.

20:31 So that's BuildFX.

20:32 So BuildFX allows you in Hong Kong

20:35 to take cash into their store

20:37 to buy and sell bitcoins,

20:38 or to deposit onto the okay coin platform.

20:40 So this guy's from BitFX.

20:42 Would you guys stand up?

20:44 Just so that you guys know who they are.

20:46 And this is their shop.

20:47 And the shop is very nice.

20:48 Okay, okay, Harry just got here.

20:52 I thought he was sleeping.

20:53 So finally financials is another part,

20:57 another client of ours,

20:58 who is a very relatively very active hedge fund trading firm.

21:05 He's either sleeping or trading, I think.

21:07 And sometimes he's doing both at the same time.

21:09 So, and this is a few guys that Harry actually is here.

21:14 So he's going to talk tomorrow about trading.

21:16 So he's one of the few guys who actually led us

21:18 to use their name publicly.

21:20 We have a lot of other big tech council,

21:21 we can now use, we cannot say publicly.

21:25 So let's circle back to the Bitcoin future topic.

21:32 So I want to just think about cars.

21:35 When cars was first invented,

21:36 nobody, everybody said there's no future for cars.

21:39 Just in need of payment and gasoline,

21:43 there's a lot of other things.

21:44 The forces are much easier because you can go anywhere.

21:47 So just think about where cars are today.

21:50 There's also the internet.

21:52 In the early days of the internet,

21:53 there was a lot of problems.

21:56 It's called the worldwide weight.

21:58 Because everything's 24 about more than in the dialogue,

22:01 costs you $10 per hour.

22:03 And there was a joke in the back in the old days saying,

22:07 things were around 95.

22:09 Somebody told came up to me and said,

22:10 "Hey, the internet thing is really useful.

22:12 "And buy a hamburger and grab out of it and just buy it.

22:14 "And feel the juiciness of it."

22:17 And that was a sarcastic joke.

22:19 But today's reality is that today you could buy a burger

22:22 and get it delivered to you within a few minutes.

22:25 You can actually buy it.

22:26 So I think for Bitcoin, it's going to take some time,

22:29 but we'll get there.

22:29 I don't know how long that might be a couple months,

22:32 a few years, I don't know.

22:33 But for Bitcoin, we want to be a significant company

22:38 in the Bitcoin space.

22:40 So basically, we want to be five, 10, 20 years from now.

22:44 We want to be the Google's Bitcoin,

22:46 where Google is for internet we want to be for Bitcoin.

22:50 So we're not really interested in short-term gains.

22:52 We could try a lot of commission,

22:53 make a lot of money in this go away,

22:54 but that's not our interest.

22:57 So we want to be here, long-term.

22:59 That's OK, Coin.

23:01 So let me tell you about the future.

23:04 To the moon, that's the only thing I can figure out.

23:07 So when I was thinking about the future of Bitcoin,

23:12 I came up with this code.

23:15 I think Bitcoin is going to stay.

23:17 Bitcoin is not going to go away.

23:18 So I can no longer imagine a world without Bitcoin.

23:20 And I thought about this this morning, about 5, 6 AM.

23:25 I didn't see it all last night.

23:28 So I tweeted it and everything else.

23:30 So that's my talk.

23:33 Thank you very much.

23:33 And this is all the ways to do a transaction if you want to.

23:35 [APPLAUSE]

23:44 Any questions?

23:44 I think, yeah, I got lucky because it's nice a lot of time.

23:46 So I'll take a few of them and ask me a lot of questions.

23:49 Go ahead.

23:50 Do you have any view on smart contracts?

23:53 I think smart contracts won't get there.

23:55 I'm not sure which version of it or which implementation of it.

23:59 But I think smart contracts won't get there.

24:01 So no matter what, it's just a matter of time.

24:03 And people are surprised to hear it out.

24:04 People are going to start to use it.

24:06 And it's going to be better than using lawyers and other

24:10 students' stuff.

24:11 So I think you'll get there.

24:12 Any other questions?

24:19 That was pretty easy.

24:24 All right.

24:25 [INAUDIBLE]

24:30 [SPEAKING FOREIGN LANGUAGE]

Builder

· 6d

Vitalik：Agent 时代的下一步支付标准可能是 ZK Payments

以太坊创始人 Vitalik Buterin 在接受 OKX 采访时表示，原生 Agent 标准中协议层面上支付的下一步可能是 ZK Payments 。他认为在 AI 场景下，持久的化名身份最终会丧失所有隐私。团队正开发 ZK API 将每个请求隔离，无需为每笔请求发链上交易即可保护隐私，并结合保证金防范滥用。

中文 English

0:00 - 可能下一步是零知识支付。

0:03 - 你怎么看未来原生代理标准

0:07 在协议层面的发展？

0:08 - 我认为对于支付，下一步大概是零知识支付。

0:12 所以我们一直在研究一个叫零知识API的东西，

0:15 发布了一些不同的内容。

0:16 目标基本上是，如果你发起任何API请求，

0:21 可以是大型语言模型，或者网络搜索，

0:23 也可以是RPC，任何请求都行。

0:25 基本上每个请求都是私密的，

0:29 且不与其他请求关联。

0:31 这其实很重要，尤其是和人工智能相关时。

0:35 比如使用化名，匿名身份，

0:38 如果这些身份是持久性的，

0:40 那么你的隐私就会丧失，

0:42 你会泄露足够多的信息，对吧？

0:44 所以我们需要将每个请求

0:47 彼此分开。

0:48 这其实挺难做到的。

0:49 我们找到了解决方案，知道怎么做，

0:52 零知识证明而不需要每个请求都上链，

0:55 因为显然那样太贵了。

0:58 - 时间到了我这儿。

0:59 - 正是。

1:00 我觉得耗时间问题不大，

1:02 你只需把所有步骤写到程序里，

1:04 程序自动执行即可。

1:05 不过确实太贵且极度疯狂。

1:08 这就是我们正在研究的方向。

1:10 还有一些方法是结合

1:14 保证金来实现的。

1:16 这样就能防止滥用行为，

1:19 无论是用户端还是应用端，

1:21 而又不会侵犯任何人的隐私。

1:24 (铃声响起)

0:00 - Probably the next step is ZK payments.

0:03 - What do you see for the future native agent standard

0:07 at the protocol level?

0:08 - I think for payments, probably the next step is ZK payments.

0:12 So we've been working with something called the ZK API,

0:15 published a few different things.

0:16 The goal is basically that if you make any kind of API request,

0:21 which can include an LLM, it can include internet search,

0:23 it can include RPC, anything.

0:25 Like basically every individual request is private

0:29 and it's not linked to any other request.

0:31 And like that's actually important, especially with AI.

0:35 Like having pseudonyms, like having anonymous identities,

0:38 if they're persistent identities, then like still,

0:40 like you lose all your privacy,

0:42 like you lose enough information, right?

0:44 And so what we need is like to separate each request

0:47 from each other request.

0:48 You know, that's harder to do.

0:49 And we figured out like how to do it, you know,

0:52 ZK without requiring an on-chain transaction

0:55 for each request, because obviously that would be too expensive.

0:58 - And time comes to me.

0:59 - Exactly.

1:00 Well, I think the time consuming is fine, right?

1:02 Because like you just put it all into a program

1:04 and the program does it.

1:05 But yeah, definitely too expensive and highly insane.

1:08 That's something we're working on, I think.

1:10 And then also there's ways of like combining that

1:14 with security deposits.

1:16 And then you can basically protect against kind of abuse,

1:19 both on the user side and on the application side

1:21 without actually breaking anyone's privacy.

1:24 (bell dings)

Builder

· 1w

现在搞资产“代币化”，把真实资产搬到链上，目前的真相是，大部分还处于“把纸质文件扫描成PDF传上网”的阶段。

看起来链上有些规模，不过本质还是老一套。

Pantera Capital的这份报告提到：

目前 3,200 亿美元的代币化资产里，77.6% 都是这种“数字拷贝/包装器”，就跟把房子产权证拍照上传一样，买的人还是要走老流程赎回、结算、合规，全是线下那一套。

而真正牛逼的玩法应该是用加密重新发明金融：自动执行、智能合约、24/7 即时交易、可编程收益、全球无缝分发……

就像当年互联网不只是把报纸搬上网，最后搞出了新媒体：微博、抖音、网红经济等。

总结来说，当前的资产上链，还处于把报纸内容搬到网上的阶段。

而更大的未来，正在路上，类似于当初互联网彻底重塑新闻行业，创造新模式、新收入、新玩法一样。

链上金融会是更大的未来。真正能赚大钱的，是那些链上原生的、将加密当超级引擎的新金融产品（比如私募信贷自动分息、AI 代理自动交易等）。

现在才刚起步，还有很长路要走，也有很大的空间可以搞。

Builder

· 1w

Pantera 表示，规模已达 3210 亿美元的代币化市场虽然同比增长约 60%，但整体仍处于非常早期阶段。报告指出，绝大多数资产仍停留在简单包装器阶段。 #Pantera #Tokenization #RWA

Builder

· 1w

AWS 联合 Coinbase 和 Stripe 推出 Amazon Bedrock AgentCore Payments 预览版，让 AI Agent 可以用 USDC 自动支付 API、网页内容和其他服务。稳定币支付开始进入 AI 自动化支付场景。 #AWS #USDC #AIAgents