Keegan small steel 2021-06-18 01:33:14 阅读数:289
Many people begin to pay attention to blockchain because they hear the soaring price of currency , I'm no exception . remember , I first learned about bitcoin when 2013 year , At that time, bitcoin was also in a bull market , At that time, I thought about buying some , But I'm not sure about the exchange at that time , I'm afraid that the exchange will roll up money and run away , Finally gave up buying , I didn't pay attention to it any more .
until 2017 In the middle of , Bitcoin is back in the public eye , Naturally, it also attracted my attention again . One thing that impressed me , That's when I started paying attention , I've seen the price of bitcoin change from 1 Ten thousand yuan （ RMB ） rose 1.5 Ten thousand yuan , Soon it went up to 2 Ten thousand yuan . This time, , differ 2013 year , I began to try to understand the nature behind it , understand What's the value of bitcoin ？ Where is the value of blockchain ？ Whether it will become an inevitable trend in the future ？
At the beginning of learning blockchain , Also heard and read a lot of related concepts , Include ： Blockchain 1.0、 Blockchain 2.0、 Blockchain 3.0、 The chain of public 、 League chain 、 The chain of private 、 Hard branch 、 Soft branch 、 Isolation witness 、 Lightning network 、 Lightning network 、 The etheric fang 、 Ethereum classic 、 Currency circle 、 Chain circle 、 Intelligent contract 、 Bitcoin wallets and so on .
Through a period of study , I've just come to understand these concepts , I have answers to the above questions .
First , Whether it's bitcoin 、 The etheric fang , Or other digital assets , essentially , Is there any value , How valuable is it , It's all by Consensus Decisive . The consensus here , It's not a consensus algorithm , But to Group consensus . Popular point theory , More and more people recognize the value of bitcoin , That's why it's valuable . Actually , It's not just bitcoin , Anything human , Why it's valuable , It's all about consensus , Including shells used to be money in human history . Today, , Bitcoin as a digital asset , It is generally accepted that Digital gold , From this perspective, it is not difficult to understand why bitcoin is so valuable .
And to reach a group consensus , It needs to have Endorsement of trust Of . before , Mainly by the third party authority to provide endorsement of trust . such as , Legal money is backed by trust provided by the government , Alipay is endorsed by Ali's big business . But bitcoin , No endorsement of trust by any third party , It's by your own Bitcoin system Provide . This is a supplementary statement , What I said 「 The currency 」 and 「 Bitcoin system 」 It's two different things ,「 The currency 」 Digital assets , and 「 Bitcoin system 」 It's support 「 The currency 」 An infrastructure that works . In short , The bitcoin system is actually a way to get rid of the trust of a third party 、 decentralized Digital asset operation system .
Bitcoin system 、 Ethereum system 、EOS System 、Polkadot Systems, etc , They're all digital asset operating systems , In fact, it can also be collectively referred to as Blockchain system , And the technology behind these systems , They are collectively referred to as Blockchain Technology . therefore , Blockchain technology is just an integral part of the blockchain system , A complete blockchain system , Its composition actually involves a variety of disciplines , Including computer science 、 economics 、 Finance 、 psychology 、 Game theory and so on .
Speaking of this , We can summarize the core value of blockchain . We know , Digital assets like bitcoin , It can be understood as a value carrier . Actually , In addition to native digital assets , Many real assets can also be converted into digital assets , Such as the stock 、 Property rights 、 Music copyright, etc , Fine Digital generalization , After it becomes a digital asset, it carries out credible transaction circulation in the blockchain system , Also called Value delivery . therefore , Blockchain system is also called Value Internet , And blockchain technology is the cornerstone of building the value Internet .
To make a long story short , in my opinion , The core value of blockchain is ： Blockchain system exists as a value network , It can transfer all kinds of digital assets as the carrier of value , Including native digital assets , It also includes token assets associated with real assets . And with that in mind , Whether blockchain will become an inevitable trend in the future is self-evident .
When I'm sure I'm optimistic about the future of blockchain , Start looking for opportunities , I want to try to do some practical projects in this field , At the same time, we are also learning blockchain technology . At the beginning, my immediate supervisor in the company , I'm also a leader in the field of blockchain , At that time, there were plans and preparations for blockchain projects , But it's not going well .
later , stay 2018 Beginning of the year , There's a friend in dark horse , I met when I was invited to do an offline technology sharing , Recommended me a project , do DEX, namely Decentralized exchange , be based on Loopring agreement , But the team is in Shenzhen , I was still in Guangzhou . I have a preliminary understanding of , And made some analysis ：
therefore , I just looked for a weekend , In the past, Shenzhen had an in-depth understanding of the project and team members .
The founder is a 90 after , I was doing Android Developed , Because I made a lot of money in currency speculation , I started my own business . Because it's good Loopring, Have been involved in Loopring The token issue of , Hold a lot of Loopring Token of , Can be said to be Loopring I've got a lot of iron powder . Therefore , Just want to make one based on Loopring Of DApp, Product names are obtained and Loopring It's like , It's called Loois. Overall speaking , He gives me the feeling that he is a real person , With a practical heart , There's also some guts . Lack of management experience , No product experience . But I can make up for these shortcomings .
in addition , Because it was a bull market , The company also has businesses that are making money , So there's no need to worry about money .
We talked all day , I finally agreed to join , With CTO The identity of the . After the residence is stable , I took all my family , I live in the neighborhood opposite the company , To maximize commuting time .
After I joined , Within half a month, it was set up 20 Multi person R & D team , among , There are several core backbones who came from Guangzhou with me . My team is very capable as a whole , Everyone is full of energy , It's also very efficient , It took you only a month and a half to Loois The first version has been developed and launched , and , We hardly work overtime .
But not for long , Soon , The bear market is coming , Then there is a capital winter . result , The company's profitable business is no longer profitable , Start preparing to talk about financing , But against the backdrop of a capital winter , It's hard to get money . Last , No pay , Project team disbanded .
The first attempt in the blockchain industry , In the end, though failed , But I learned a lot from it . After all , There are many things , Only in this circle , You can see and see clearly .
First , Get to know some people in the circle , That's important , Especially when entering a new industry . These contacts are in my future career , It has played different roles in different occasions many times . such as , The information exchange and sharing of a group of people can help me expand my vision quickly ; When I need to recruit talents in the circle, there are professional channels ; When I need to find a new job, I can find someone to push in ; wait .
secondly , The professional ability of blockchain has been greatly improved , It's not just technical ability （Golang and Solidity It's during this period that smart contract development began to learn ）, Including blockchain product planning capabilities （ I wrote the white paper, too ）, It's also a business perspective . The improvement of business vision is mainly because I am lucky to be able to participate in some good business activities , And communicated with some big men in the industry , I learned a lot from it .
Last , We also have a deeper understanding of the current situation of blockchain circles , Including the chain , Including the coin ring . Knowing the current situation in the circle is far more chaotic than imagined . Because this industry is born with a strong financial attribute , In especial ICO The rise of , It makes it easier and faster for many teams and projects to raise money , therefore , Brought up a lot of entrepreneurial teams and entrepreneurial projects , But at the same time, there are a lot of money MLM disk 、 Air currency , Especially in Shenzhen , It can be said that it is the gathering place of pyramid schemes .
stay DEX After the failure of a partnership in this field , I'm back to CEX（ Central exchange ） field , Responsible for R & D Digital asset trading system , I was mainly responsible for two exchanges .
Digital asset trading system , With precious metals 、 Stock exchanges, etc , In fact, they are similar . Because we have accumulated technology for two years in the centralized precious metal trading platform , Now, digital asset exchange , It's just that the subject matter of the transaction is different , So it's not a big challenge for me .
In terms of Technology , It's just a distributed system 、 Microservice architecture , Focus on high availability 、 High concurrency 、 High performance requirements . About the technical solution , I've written two series before 《 Match engine development 》 and 《 The evolution of trading system architecture 》, I don't want to talk about it here . in addition , In the digital asset trading system , Wallet service is the top priority , Manage the chain assets of the whole system , This is also the real asset of the whole system , Everything else is just data , So security is very important , Hot and cold purse separation It's a must . Hot wallets are used for normal operations , The balance of the wallet should not be too much , Most assets should be stored in cold wallets . When the balance of hot wallet is not enough , From cold purse to hot purse .
From a market perspective , Digital assets CEX market , It's already a red sea , Most of the traffic is occupied by a few exchanges in the head , The rest of the traffic goes to many second rate exchanges . at present , The trading platforms included in non trumpets have reached 640 home , And there are still many not included in the market , And there are a lot of new ones or ones in the pipeline , and 2018 According to statistics, there were even tens of thousands of exchanges .
Why are there so many exchanges ？ and , Why do people keep coming in and opening new exchanges ？ Actually , The reason is simple , In the blockchain industry , Trading is the most profitable , A lot of people want a piece of it . and , at present , Compared with shareholders, the global currency investors , It's too small , That is to say, there are still many user markets to be developed .
Superficial view , It's really a big cake , But there are too many people grabbing this cake , And they're all armed , If you lack competitive weapons , That is to go up and die . and , occasionally , If you get it, you may not be able to hold it .
FCoin This is the most typical case ,2018 year 6 month 13 Japan , go online 15 Days of FCoin Trading volume exceeds OKEx + Currency security + Fire money, etc 6 The sum of the two exchanges . however , How to be successful and how to be defeated ,FCoin by Trade Mining The rise of , And because of the rapid decline of its model ,《Fcoin The death spiral of 》 This article details Fcoin The story of , If you are interested, you can click in to understand .
And many small exchanges don't even have a chance to be brilliant , Many are born in silence , And disappear in silence . The two exchanges I was in charge of , The first is long gone in the Red Sea , And the second one is still in operation , But it's also living in the cracks .
And the growth I gained from these two experiences , Mainly in technology , Better than ever . The two series mentioned above 《 Match engine development 》 and 《 The evolution of trading system architecture 》, Can be regarded as some of my harvest summary .
Since last June , I started from CEX Pulled it out , In charge of a whole new project , A combination Online retailers + Token economy The ecological project of . The business model of this project is quite interesting , Let me introduce .
The core part of the whole project mainly includes several parts ： Electronic business platform 、 Digital token issuing platform 、 Digital token trading platform 、 Blockchain system . In fact, it contains more than these subsystems , In fact, there are more than ten subsystems , Including other surrounding plates , But I want to simplify , So I'll just introduce a few core sections .
There are two e-commerce platforms , One is with Taobao 、 Amazon is similar to online e-commerce , One is similar to meituan O2O Online retailers . As an e-commerce platform , All the functions that should be provided are , But on this basis , Introduced 「 Commodity pass 」. There are many kinds of commodity passes , Different commodity categories correspond to different commodity certificates . For example, umbrella is a category , Corresponding to a commodity pass AToken, Water boots is another category , Corresponding to another commodity pass BToken.
The issuance of each kind of commodity pass is initiated by the merchant selling the corresponding kind of commodity . These merchants , As long as certain conditions are met , You can submit an application for issuing the corresponding commodity pass . such as , Umbrella merchants , If you meet the requirements, you can apply for distribution on the platform AToken A token of , For example, apply for issuance 10 over . If it's time to Token It's the first release , It will be added to the blockchain system Token, If not for the first time , Then there will be an additional issue .
After the merchant's issuance application is approved , The merchant can sell these commodity passes . however , There is only one way to sell these newly issued commodity passes , It's becoming a kind of The right to take delivery of goods And sold . First , The merchant will set the specified commodity under this category to support commodity pass . after , When a user purchases a product , There are two options after payment , One is direct delivery , Two is Holding the right to take delivery of goods . When the user chooses the second , The equivalent number of commodity passes will be transferred from the merchant to the user , So as to complete the sale of commodity pass .
And one day users want to pick up the goods , Then you can buy this kind of commodity again and pay with the corresponding commodity pass . And the paid pass will be destroyed from the chain . in addition , The user's commodity pass can be used not only to pay for the goods at the time of initial purchase , It can also be used to pay for goods from other businesses for similar purposes , As long as the merchant's goods also support commodity pass . for instance , The user started at the merchant M Bought the umbrella of heaven , Got the commoditypass AToken 100 gold , Then users can use this 100 gold AToken To buy payment merchants N Under the umbrella of banana , As long as the merchant N Our banana umbrella also supports commodity pass . however ,AToken Can't be used to pay for other categories of goods .
After the sale of these commodity pass , It can also be in Digital token trading platform In circulation . This digital token trading platform is similar to fire money 、 Coin an's trading platform , But you can only trade these commodity passes . And the reason why these commodity passes will rise and fall in the secondary trading market , It's mainly because of the dividend expectation . All released AToken Merchant , Every month, a certain proportion of last month's sales profit should be allocated to the holding company AToken Users of pass , And the timing of dividends is random .
Another important point , No matter how much the price of commodity pass rises or falls on the trading platform , Back to e-commerce platform payment , It's all based on the price at the time of issue .
That's the core business logic . For merchants , Issue a pass and sell it , In essence, it is equivalent to financing . And after the commodity pass is sold , Basically, it will circulate to the trading platform of the stock exchange , At this time, it has become an investment product similar to stocks . In fact, there are few passes that flow back to the e-commerce platform for payment and destruction .
I think the business model itself is very good , When I was in charge of this project, I developed and launched all the core products , however , Until I left , The market has never been able to do it . There are many reasons , It's not convenient for me to tell here .
lately , I'm starting to march again DeFi（ Decentralized Finance ） 了 , At present, we start with loan products , Start a new journey .
Now I have joined the team in Beijing for more than a month , I began to adapt to the environment and rhythm here , I'm already familiar with team members , And with the official launch of the loan project , My strengths will gradually show , For example, in recent days, I have given some good optimization suggestions at the product level .
In my early days, I mainly studied Compound, At present belongs to the DeFi Leading projects in the lending sector , Later, I will write a special article to explain Compound Technology , Share my research results .
Actually , Now the whole DeFi There are already many segments , Include wallet 、DEX、 To loan 、 Predicting machine 、 insurance 、 Aggregate revenue 、 Asset management 、 payment 、 Stable currency 、NFT、KYC wait , It can be said that a hundred flowers bloom . There are already a number of pioneers in each piece , But the volume is not very big , therefore , There is still a lot of market space , Anyone can be a new leader , This is the opportunity .
And I naturally hope to get a piece of this big cake this time , Can lead the team to make a successful product that can continue to develop , Create a DeFi New ecology .
版权声明：本文为[Keegan small steel]所创，转载请带上原文链接，感谢。 https://netfreeman.com/2021/05/20210530150130792T.html