如果 DeFi 长期蓬勃发展,将会对 BTC 的经济模型造成极大的冲击性破坏,甚至最终迫使 BTC 放弃 2100万 总量限制。 2020 年的加密市场是属于 DeFi 的一年,加密生态在 DeFi 的催化下将展现出全新的面貌。众多的 DeFi 协议不仅极大推动金融创新和提升链上交易,还使得加密生态的格局发生意想不到的变化。 一个普遍的观点认为 DeFi 对 BTC 资产的吸引和资产跨链效率的提升,使得 BTC 更多地被使用在 Ethereum 中。此趋势一旦不可逆将抽空 Bitcoin 的链上交易。那么对于区块奖励将在 2040 年停产的 BTC 来说,其链上安全性将面临严峻的考验。对于 BTC 安全性抱有信心的支持者普遍认为未来链上交易的手续费将足以吸引矿工继续为 BTC 贡献算力,然而 DeFi 的爆发性增长很可能了终结这一预期,这种新变化对 BTC 的影响及未来应对这种情况的可能性。 DeFi 在本次增长实现的是不可逆的流量去中心化迁移。Glassnode 数据显示,从本年 7 月流动性挖矿开始,ETH等主流加密资产可探明交易所余额已连续 4 个月净流出,伴随的是中心化交易所自身因安全和监管事件制造的负面影响;另一方面是DEX的交易量从去年同期占市场交易量比重的 1% 至今天的 10% 以上、Metamask 等 Web3 钱包用户数超过 100 万。DeFi交 易的指数型增长意味着即便用户将忍受昂贵的网络费用、拥堵的网络和幼稚的产品设计,仍然认可了开源、自担风险等 DeFi 所代表的独特价值。这些亟待优化的产品在这一阶段完成了初步的用户积累,成为链上金融应用持续发展的基础。 从 2020 年 3 月开始,中心化交易所主流资产余额持续下降,同时 Ethereum 新增地址数保持上升。 DeFi改变了加密交易者的使用习惯,越来越多的用户在通过去托管的方式存储和交易资产,更多的交易会发生在 DeFi 产品中. 虽然同期 Bitcoin 的链上交易也有所增涨,但因为 Ethereum 才是 DeFi 业务真正发生的场所,Bitcoin 的重要性被反超。Ethereum 在处理交易额于 2020 年首次超越 BTC 并成为第一个处理超过万亿美金的区块链,通常 Ethereum 产生的手续费已成倍与 Bitocin。 Bitcoin 作为网络结算层的地位被 Ethereum 超越,且链上原生使用场景同样被降维。近期 Ethereum 上的 BTC 交易对日交易额已超过 1 亿美金,占同期 BTC 链上交易额的 1% 以上,但仅有 2100 万总量中 0.71% 的 BTC 资产在 Ethereum 上交易,可见在 Ethereum 上 BTC 的换手率相比原链更高。BTC 映射资产在 Ethereum 上的交易量的呈指数上升趋势,若保持此增速,预计明年将有同期将有超过 4% 总量的 BTC 在 Ethereum 网络中沉淀,形成超过数十亿美金日交易额的市场。 BTC 向 Ethereum 迁移的通道已经打开,而 Ethereum 上丰富的使用场景承接了各类形态的 BTC 迁移。Ethereum 在夺取 Bitcoin 网络的链上交易. 对于 Bitcoin 而言事情变得有些棘手,随着区块奖励逐年减半,未来交易费用将是矿工赖以生存的主要方式。 而 Bitcoin 链上交易的枯竭将让本不占据主要份额的手续费更为捉襟见肘, 粗略估算目前的交易费收入仅能达到挖矿电费成本的 30%。在减半继续进行,矿工获得的区块奖励持续减少的情况下,攻击 Bitcoin 的成本可能降低至每小时数万美金,这将难以支撑一个价值数千亿资产的网络。 面对这样的局面,Bitcoin 社区可能有三种策略:提高交易手续费、引入 DeFi 或采用温和通胀的货币政策。 # 本帖 steem 首发 [ DeFi会使BTC总量超过2100万 ](https://steemit.com/@zhangyanxie/20201219chao) # 最近新帖 1. [ 形式化验证合约并不是防弹的 ](https://steemit.com/@zhangyanxie/20201218fang) 2. [ defi保险引入流动性 ](https://steemit.com/@zhangyanxie/20201217bao) 2. [ 百倍爆发的Aave ](https://steemit.com/@zhangyanxie/20201216aave) 2. [ 瑞波defi的Spark ](https://steemit.com/@zhangyanxie/20201215rdefi) 2. [ 中国在 CBDC 以及未来货币赛道领跑 ](https://steemit.com/@zhangyanxie/20201214cbdc) 2. [ uGAS喂价和质押 ](https://steemit.com/@zhangyanxie/20201213ugas) 2. [ 资产跨链先行者ChainX ](https://steemit.com/@zhangyanxie/20201212chainx) 2. [ Bancor开启流动性挖矿 ](https://steemit.com/@zhangyanxie/20201211kai) 2. [ Alpha Homora新增Uniswap ETH / DPI带杠杆流动性资金池 ](https://steemit.com/@zhangyanxie/20201210uni) 2. [ AC下一个目标](https://steemit.com/@zhangyanxie/20201209ac) 2. [ KingSwap的高收益流动性平台](https://steemit.com/@zhangyanxie/20201208king) 2. [ Fireblocks DeFi的功能](https://steemit.com/@zhangyanxie/20201207fire) 2. [ 建立数字信任](https://steemit.com/@zhangyanxie/20201206shu) 2. [ Inclusive Pool 的新玩法中有何机遇](https://steemit.com/@zhangyanxie/20201205ji) 2. [ 稳定币挖矿成了一种需求很大的市场](https://steemit.com/@zhangyanxie/20201204xu) 2. [ DeFi下半场](https://steemit.com/@zhangyanxie/20201203xia) 2. [ 为加密爱好者准备的ETF加密产品](https://steemit.com/@zhangyanxie/20201202jia) 2. [ CrescoFin将与DODO进行上币计划](https://steemit.com/@zhangyanxie/20201201dodo) 2. [ DeFi协议共同点](https://steemit.com/@zhangyanxie/20201130gong) 2. [ DeFi堆栈中的原子价值层](https://steemit.com/@zhangyanxie/20201129defi) 2. [ defi源起MakerDao](https://steemit.com/@zhangyanxie/20201128qi) 2. [ 闪电贷是部署资金的桥梁](https://steemit.com/@zhangyanxie/20201127dai) 2. [ DEFI逐步替代传统金融](https://steemit.com/@zhangyanxie/20201126dai) 2. [ DeFi真实锁仓量突破120亿美元](https://steemit.com/@zhangyanxie/20201125defi) 2. [ DeFi新星Harvest的兴起](https://steemit.com/@zhangyanxie/20201124defi) 2. [ DeFi+CeFi结合](https://steemit.com/@zhangyanxie/20201123cefi) 2. [ 黑客的狂欢](https://steemit.com/@zhangyanxie/20201122hei) 2. [ 以太坊2.0将提升DeFi](https://steemit.com/@zhangyanxie/20201121defi) 2. [ DeFi高危下的无风险保险方案](https://steemit.com/@zhangyanxie/20201120feng) 2. [ 闪电贷与预言机防篡改](https://steemit.com/@zhangyanxie/20201119fang) 2. [ NGK DeFi项目Baccarat](https://steemit.com/@zhangyanxie/20201118ngk) 2. [ 各国推动数字货币](https://steemit.com/@zhangyanxie/20201117tui) 2. [ 流动性挖矿基本宣告终结](https://steemit.com/@zhangyanxie/20201116defi) 2. [ 配置以太坊算力资产的价值和意义](https://steemit.com/@zhangyanxie/20201115eth) 2. [ L2哪家方案胜出](https://steemit.com/@zhangyanxie/20201114fang) 2. [ 速度增长的DeFi合规性](https://steemit.com/@zhangyanxie/20201113he) 2. [ 马云的金融](https://steemit.com/@zhangyanxie/20201112ma) 2. [ 解锁DeFi挖矿新姿势](https://steemit.com/@zhangyanxie/20201111defi) 2. [ 基于真实需求的新DeFi项目:Stoploss,Overlay,Unipeer,Crescendo](https://steemit.com/@zhangyanxie/20201110stop) 2. [ DeFi意味着什么](https://steemit.com/@zhangyanxie/20201109yi) 2. [ ourDeFi去中心化借贷](https://steemit.com/@zhangyanxie/20201108defi) 2. [ 其他公链的逆袭](https://steemit.com/@zhangyanxie/20201107xi) 2. [ Tokenview DeFi数据查](https://steemit.com/@zhangyanxie/20201105view)
post_id | 88,816,969 | ||||||
---|---|---|---|---|---|---|---|
author | zhangyanxie | ||||||
permlink | 20201219chao | ||||||
category | hive-150232 | ||||||
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created | 2020-12-19 15:15:42 | ||||||
last_update | 2020-12-19 15:15:42 | ||||||
depth | 0 | ||||||
children | 0 | ||||||
net_rshares | 43,965,409,159,142 | ||||||
last_payout | 2020-12-26 15:15:42 | ||||||
cashout_time | 1969-12-31 23:59:59 | ||||||
total_payout_value | 0.000 SBD | ||||||
curator_payout_value | 7.920 SBD | ||||||
pending_payout_value | 0.000 SBD | ||||||
promoted | 0.000 SBD | ||||||
body_length | 4,717 | ||||||
author_reputation | 215,443,469,003,187 | ||||||
root_title | DeFi会使BTC总量超过2100万 | ||||||
beneficiaries |
| ||||||
max_accepted_payout | 1,000,000.000 SBD | ||||||
percent_steem_dollars | 10,000 | ||||||
author_curate_reward | "" |
voter | weight | wgt% | rshares | pct | time |
---|---|---|---|---|---|
gerber | 0 | 1,275,692,918 | 5% | ||
ezzy | 0 | 258,152,470,999 | 5% | ||
exyle | 0 | 321,930,035,340 | 5% | ||
ghasemkiani | 0 | 162,893,944,246 | 74.27% | ||
justyy | 0 | 2,214,690,243,636 | 7.76% | ||
happyukgo | 0 | 1,612,738,961 | 12.76% | ||
nokeh | 0 | 0 | 7.76% | ||
gamersclassified | 0 | 16,178,195,293 | 18% | ||
ew-and-patterns | 0 | 6,011,445,522 | 5% | ||
apoloo1 | 0 | 129,992,453,519 | 18% | ||
robinlee | 0 | 0 | 7.76% | ||
steemvote | 0 | 1,051,353,422,891 | 27.66% | ||
rainyapril | 0 | 0 | 7.76% | ||
kangnajiang | 0 | 0 | 7.76% | ||
kikima | 0 | 15,762,571 | 7.76% | ||
geass | 0 | 5,837,598 | 7.76% | ||
karja | 0 | 46,799,478,267 | 2% | ||
tipu | 0 | 21,585,317,712,043 | 49.99% | ||
accelerator | 0 | 32,507,583,115 | 5% | ||
rosatravels | 0 | 51,195,962,694 | 7.76% | ||
superbing | 0 | 374,963,295 | 12.76% | ||
dailyfortune | 0 | 289,746,382 | 12.76% | ||
dailystats | 0 | 510,213,828 | 12.76% | ||
jsquare | 0 | 1,496,145,060,023 | 14% | ||
khaleelkazi | 0 | 230,259,439 | 5% | ||
jianan | 0 | 2,216,177,704 | 7.76% | ||
emrebeyler | 0 | 0 | 5% | ||
daxiang | 0 | 0 | 7.76% | ||
anxin | 0 | 179,849,552 | 7.76% | ||
moobear | 0 | 0 | 7.76% | ||
nealmcspadden | 0 | 3,192,528,636 | 5% | ||
nean | 0 | 0 | 7.76% | ||
foodielifestyle | 0 | 2,052,560,268 | 7.76% | ||
woolfe19861008 | 0 | 147,821,712 | 7.76% | ||
dailychina | 0 | 618,556,632 | 12.76% | ||
katysavage | 0 | 34,545,094,451 | 100% | ||
vincenthan | 0 | 0 | 7.76% | ||
yuxuan | 0 | 0 | 7.76% | ||
dongfengman | 0 | 974,673,764 | 7.76% | ||
serenazz | 0 | 53,405,734 | 7.76% | ||
yedda | 0 | 0 | 7.76% | ||
zasilla | 0 | 0 | 7.76% | ||
ethanlee | 0 | 378,510,712 | 7.76% | ||
twinsnicole | 0 | 0 | 7.76% | ||
deepthinking | 0 | 0 | 7.76% | ||
fanso | 0 | 81,529,667 | 7.76% | ||
franyeligonzalez | 0 | 7,192,364,133 | 9% | ||
lilypang22 | 0 | 69,291,069 | 7.76% | ||
we-are | 0 | 2,517,166,749 | 18.22% | ||
zens | 0 | 0 | 7.76% | ||
steemitvip | 0 | 0 | 7.76% | ||
regals | 0 | 0 | 7.76% | ||
joelone | 0 | 0 | 7.76% | ||
sweet-jenny8 | 0 | 1,953,912,350 | 7.76% | ||
thedailysneak | 0 | 30,458,712,862 | 100% | ||
weicomenew | 0 | 0 | 7.76% | ||
laiyuehta | 0 | 365,546,483 | 7.76% | ||
turtlegraphics | 0 | 211,631,578 | 12.76% | ||
dlike | 0 | 59,147,721,877 | 6% | ||
babysavage | 0 | 14,918,157,807 | 100% | ||
artistrising | 0 | 22,098,914,649 | 100% | ||
witnesstools | 0 | 684,849,156 | 12.76% | ||
ilovecoding | 0 | 633,388,004 | 12.76% | ||
steemfuckeos | 0 | 290,974,664 | 12.76% | ||
v-1 | 0 | 17,402,424 | 100% | ||
cpt-sparrow | 0 | 69,640,681,728 | 100% | ||
blockcleaner | 0 | 2,250,327,394 | 7.76% | ||
kendra19 | 0 | 3,602,787,814 | 100% | ||
steem.leo | 0 | 5,729,609,906 | 5% | ||
cplusplus | 0 | 651,780,404 | 12.76% | ||
leo.voter | 0 | 303,830,053 | 5% | ||
justsoso | 0 | 123,942,108 | 12.76% | ||
perrymine | 0 | 79,811,229 | 10% | ||
maxuve | 0 | 14,365,519,778 | 5% | ||
longhash | 0 | 85,337,402 | 7.76% | ||
llfestyle | 0 | 0 | 7.76% | ||
dappcoder | 0 | 51,469,127,941 | 100% | ||
tex.fund | 0 | 3,266,637,893 | 100% | ||
hnt | 0 | 187,558,243,709 | 100% | ||
acu.fund | 0 | 3,144,933,878 | 100% | ||
mana.bank | 0 | 3,044,649,636 | 100% | ||
acu.fund.witness | 0 | 3,069,114,602 | 100% | ||
spbank | 0 | 3,020,645,134 | 100% | ||
yaowl | 0 | 3,049,417,918 | 100% | ||
alanyao | 0 | 6,164,587,585,681 | 100% | ||
missingwolf | 0 | 2,947,786,794 | 100% | ||
xinhuaren | 0 | 3,067,665,406 | 100% | ||
acufund | 0 | 3,071,075,904 | 100% | ||
downvoter | 0 | 3,070,821,956 | 100% | ||
manabot1 | 0 | 3,074,486,570 | 100% | ||
manabot | 0 | 3,481,751,940 | 100% | ||
huaren.news | 0 | 2,271,092,822,762 | 100% | ||
cameron.barnes | 0 | 2,933,100,040 | 100% | ||
manabot2 | 0 | 3,073,040,438 | 100% | ||
sherryzhou | 0 | 2,984,538,793,149 | 100% | ||
goodvoter | 0 | 3,063,199,858 | 100% | ||
anonymity.inlet | 0 | 3,470,568,416 | 100% | ||
manabot3 | 0 | 3,070,766,284 | 100% | ||
manabank | 0 | 3,051,894,758 | 100% | ||
texfund | 0 | 3,052,364,138 | 100% | ||
goodreader | 0 | 2,446,256,576,659 | 100% | ||
goodposter | 0 | 3,078,369,094 | 100% | ||
goodcurator | 0 | 3,059,187,631 | 100% | ||
goodauthor | 0 | 3,061,870,810 | 100% | ||
shanyi | 0 | 3,059,691,145 | 100% | ||
yuwenzhaobin | 0 | 3,066,146,113 | 100% | ||
huangyiru | 0 | 3,475,471,646 | 100% | ||
qiuruling | 0 | 3,006,870,478 | 100% | ||
tongpingxia | 0 | 3,055,688,490 | 100% | ||
fushuo | 0 | 3,060,445,247 | 100% | ||
downscaner | 0 | 3,069,432,516 | 100% | ||
wang.han | 0 | 3,421,590,630 | 100% | ||
anonym.inlet | 0 | 3,400,563,587 | 100% | ||
javb | 0 | 27,538,620,295 | 18% | ||
rongyongyu | 0 | 3,065,924,404 | 100% | ||
heyaochen | 0 | 3,052,144,112 | 100% | ||
miyijuan | 0 | 3,052,414,608 | 100% | ||
xiangsong | 0 | 3,052,853,920 | 100% | ||
haiyaochang | 0 | 3,052,799,189 | 100% | ||
zhangyanxie | 0 | 3,057,744,275 | 100% | ||
jiduanren | 0 | 3,060,734,618 | 100% | ||
hanyiya | 0 | 3,061,260,158 | 100% | ||
guxiefeng | 0 | 3,053,816,117 | 100% | ||
hejuangang | 0 | 3,051,143,964 | 100% | ||
mengyin | 0 | 3,072,328,993 | 100% | ||
liaohepeng | 0 | 3,074,476,433 | 100% | ||
gaituan | 0 | 3,054,604,607 | 100% | ||
quxibei | 0 | 3,075,396,699 | 100% | ||
huarennews | 0 | 4,263,735,972 | 100% | ||
qukehan | 0 | 3,071,468,684 | 100% | ||
lvziyun | 0 | 2,980,171,635 | 100% | ||
telangpu | 0 | 3,069,770,130 | 100% | ||
chinesebi | 0 | 3,107,274,390 | 100% | ||
staryao | 0 | 1,713,958,925,098 | 100% | ||
myiord1992 | 0 | 0 | 7.76% | ||
william.turner | 0 | 3,149,108,004 | 100% | ||
alyssa.mey | 0 | 2,983,891,717 | 100% | ||
raven.mottram | 0 | 3,095,720,598 | 100% | ||
brian.shanno | 0 | 3,056,945,226 | 100% | ||
annmarie.prigge | 0 | 3,056,627,766 | 100% | ||
meaghan.dajer | 0 | 3,060,550,913 | 100% | ||
longye | 0 | 2,906,333,635 | 100% | ||
wangping | 0 | 3,049,968,682 | 100% | ||
likeqianq | 0 | 3,068,932,250 | 100% | ||
jinpingxi | 0 | 3,073,987,699 | 100% | ||
gavinyao | 0 | 3,080,841,287 | 100% | ||
dragon8king | 0 | 3,049,757,299 | 100% | ||
gavin.yao | 0 | 3,051,340,390 | 100% | ||
wangfang | 0 | 3,053,331,446 | 100% | ||
zhangjin | 0 | 3,059,962,930 | 100% | ||
china.news | 0 | 3,056,582,860 | 100% | ||
mingji | 0 | 3,076,091,148 | 100% | ||
zhtb | 0 | 3,030,091,471 | 100% | ||
liuyan | 0 | 3,059,069,165 | 100% | ||
newcoder | 0 | 3,478,084,290 | 100% | ||
sunyuchen | 0 | 2,978,798,240 | 100% | ||
trxsun | 0 | 3,049,760,173 | 100% | ||
coderhappy | 0 | 3,057,929,335 | 100% | ||
steem.voice | 0 | 3,052,880,975 | 100% | ||
gongsunyan | 0 | 3,068,055,795 | 100% | ||
siturenxiong | 0 | 3,104,196,887 | 100% | ||
yangshuyi | 0 | 3,073,501,348 | 100% | ||
yukaiyi | 0 | 3,482,825,107 | 100% | ||
coolvoter | 0 | 3,043,114,797 | 100% | ||
news.bot | 0 | 3,061,014,948 | 100% | ||
douxili | 0 | 3,004,688,506 | 100% | ||
sexybeach | 0 | 636,696,763 | 12.76% | ||
suckmydick | 0 | 293,243,880 | 12.76% | ||
chromebook | 0 | 155,110,265 | 12.76% | ||
voterking | 0 | 3,064,598,719 | 100% | ||
aivote | 0 | 28,837,301,285 | 100% | ||
yangsiyu | 0 | 3,589,707,247 | 100% | ||
ericandryan | 0 | 1,260,623,147 | 12.76% | ||
hivesteem | 0 | 3,067,044,067 | 100% | ||
hbi | 0 | 2,996,278,326 | 100% | ||
dev.supporters | 0 | 159,502,961,129 | 10% | ||
steemflag | 0 | 890,711,974 | 100% | ||
justyy222 | 0 | 295,320,337 | 12.76% | ||
theatrorve | 0 | 2,857,976,931 | 18% |