在 Web3 时代以比特币为基础

Botanix Labs 首席执行官 Willem Shroé 表示，我们需要一场文化、哲学和技术运动，让比特币恢复在去中心化金融领域曾经的突出地位。

Blockchains like Solana, Ethereum, and even the Lightning Network have been capitalizing on Bitcoin’s stagnation. Now is the time to return Bitcoin to its former glory as the hub of innovation.

Solana、以太坊甚至闪电网络等区块链一直在利用比特币的停滞。现在是让比特币恢复昔日作为创新中心的辉煌的时候了。

A few days after Credit Suisse pled guilty in a $2.6 billion settlement for helping their wealthiest clients evade American taxes for decades, Edmund Moy, Director of the United States Mint from 2006 to 2011, had an epiphany. Seeing public statements from the bank’s chief executive, Brady W. Dougan, hours after the charges were announced — which said the fine “won’t do much damage” — Moy wrote on X, “It’s time banks got competition.”

瑞信因几十年来帮助其最富有的客户逃税而以 26 亿美元和解金认罪，几天后，2006 年至 2011 年担任美国铸币局局长的埃德蒙·莫伊 (Edmund Moy) 顿悟了。看到该银行首席执行官布雷迪·W·道根 (Brady W. Dougan) 在指控宣布几小时后发表的公开声明——其中表示罚款“不会造成太大损害”——莫伊在 X 上写道，“现在是银行展开竞争的时候了。”

The experience inspired him to write “The Currency Revolution, Courtesy of Bitcoin,” and to articulate a philosophy that put Bitcoin at the center of a movement he recognized as having the ultimate aim of disrupting money, payments, and all areas of finance. Through his own experience in the financial establishment, Moy started to believe Bitcoin could disrupt “traditional notions” of currencies, banking, and financial technology as a whole by ushering in a permissionless, decentralized financial system.

这段经历启发他撰写了《货币革命，由比特币提供》，并阐明了一种哲学，将比特币置于一场运动的中心，他认为这场运动的最终目标是颠覆货币、支付和所有金融领域。通过自己在金融机构的经验，莫伊开始相信比特币可以通过引入无需许可的去中心化金融体系来颠覆货币、银行和金融技术的“传统观念”。

Bitcoin was buzzing with invention in those early years, and progress toward the guiding ethos of disrupting traditional finance seemed to be speeding up as a result. Tether launched on Bitcoin during this time, primitive decentralized exchanges like Bisq were launched for Bitcoin traders, and tokens – fungible and non-fungible – popped up like weeds, also on Bitcoin. The industry’s mood was a mix of exuberance, anxiety, and greed.

早年，比特币的发明蓬勃发展，颠覆传统金融的指导精神的进展似乎正在加快。在此期间，Tether 在比特币上推出，为比特币交易者推出了像 Bisq 这样的原始去中心化交易所，可替代和不可替代的代币也像杂草一样在比特币上涌现。该行业的情绪是兴奋、焦虑和贪婪的混合体。

The vision Moy articulated was shared by nearly every Bitcoin enthusiast, but opinions on how to actualize these ideas of decentralized money and finance differed widely. From stablecoins to NFTs, almost every category of application commonly used in the decentralized finance industry today has its roots in Bitcoin, but a strong ideological undercurrent started to create a cultural shift toward discouraging and combating these projects.

几乎所有比特币爱好者都认同 Moy 所阐述的愿景，但对于如何实现这些去中心化货币和金融的想法，意见却存在很大差异。从稳定币到 NFT，当今去中心化金融行业常用的几乎所有类别的应用程序都源于比特币，但一股强大的意识形态暗流开始产生一种文化转变，以阻止和打击这些项目。

From Satoshi Dice in 2012 to Ordinals in 2024, Bitcoin’s history is littered with experimental projects that have been lambasted for spamming, polluting, or distracting the Bitcoin community from its mission. As a result, the developers, users, and capital that could have flowed to an industry of financial applications running on Bitcoin were incrementally pushed to other public blockchains.

从 2012 年的 Satoshi Dice 到 2024 年的 Ordinals，比特币的历史上充斥着实验项目，这些项目因垃圾邮件、污染或分散比特币社区的使命而受到严厉批评。结果，本来可以流向比特币金融应用行业的开发者、用户和资本被逐渐推向其他公链。

Imagine creating a new financial system with a strong currency and nowhere to use it. That would be the inevitable outcome for Bitcoin if this anti-innovation movement was successful. Thankfully, they were not as the industry has witnessed over the past two years with inscriptions, runes, new layer-two networks, and other types of innovative projects being built on and around Bitcoin. Billions of dollars from professional investors and retail speculators alike have poured into kicking off what many market participants see as a new era for Bitcoin, but in reality, it marks a cultural return to Bitcoin’s original mission of disrupting and decentralizing the world of finance.

想象一下，创建一个拥有强势货币但无处使用的新金融体系。如果这场反创新运动成功，这将是比特币不可避免的结果。值得庆幸的是，它们并不像过去两年业界所见证的那样，包括铭文、符文、新的第二层网络以及基于比特币和围绕比特币构建的其他类型的创新项目。来自专业投资者和散户投机者的数十亿美元投入，开启了许多市场参与者认为的比特币新时代，但实际上，这标志着比特币在文化上回归了最初的使命，即颠覆和去中心化金融世界。

Bitcoin is the best public blockchain in this industry of thousands of competitors. Bitcoin not only has the largest and most recognizable brand inside and outside the cryptocurrency industry, it also controls the largest pool of capital in crypto, which sits just over $1 trillion today. Bitcoin is also the most battle-tested public blockchain in the world with thousands of nodes running around the world and 100% network uptime for 11 consecutive years. Bitcoin is the biggest, most secure, most decentralized, most reliable permissionless financial network in the world. Building on Bitcoin means building on the best.

比特币是这个拥有数千个竞争对手的行业中最好的公共区块链。比特币不仅在加密货币行业内外拥有最大、最知名的品牌，还控制着加密货币领域最大的资本池，目前该资本池刚刚超过 1 万亿美元。比特币也是全球最久经考验的公链，在全球有数千个节点运行，网络连续11年100%正常运行。比特币是世界上最大、最安全、最去中心化、最可靠的无需许可的金融网络。以比特币为基础意味着以最好的为基础。

But Bitcoin has a lot of catching up to do. Solana, Ethereum, and other blockchains have spent years capitalizing on Bitcoin’s near complete stagnation by incubating ecosystems that are home to hundreds of applications, thousands of users, and billions of dollars. Even the Lightning Network, which has long been the darling of the “anti-DeFi” sect in Bitcoin, has seen the number of coins held on its network stagnant for years.

但比特币还有很多工作要做。 Solana、以太坊和其他区块链多年来一直在利用比特币几乎完全停滞的机会，孵化拥有数百个应用程序、数千名用户和数十亿美元的生态系统。即使是长期以来一直是比特币“反 DeFi”派宠儿的闪电网络，其网络上持有的代币数量也多年来停滞不前。

Now is the time to recommit to making Bitcoin the home of innovation and experimentation in the cryptocurrency industry again. If Bitcoin is not the gateway to permissionless finance for new users, we will have failed. If Bitcoin becomes nothing more than an asset custodied by ETF providers, we will have failed. If the world’s best form of money is not adopted alongside the development of a native financial system powered by Bitcoin, we will have failed. The technocultural norms and habits that have arrested Bitcoin development for years must be stomped out completely.

现在是时候重新致力于让比特币再次成为加密货币行业创新和实验的家园了。如果比特币不是新用户通往无需许可的金融的门户，我们就会失败。如果比特币仅仅成为 ETF 提供商托管的资产，我们就失败了。如果世界上最好的货币形式不被采用，同时发展以比特币为动力的本土金融体系，我们就会失败。多年来阻碍比特币发展的技术文化规范和习惯必须被彻底消除。

Building the future of money and finance on Bitcoin requires an army of builders. In the past two years, hundreds of new founders and engineers have started building on Bitcoin, but that number needs to continue growing. At Botanix Labs, we are developing one piece of Bitcoin’s future with a Layer 2 network called the Spiderchain. But everyone building anything with Bitcoin should be proud to be among this multitude of people collaborating with each other to bootstrap a decentralized financial ecosystem. Bitcoin’

在比特币上构建货币和金融的未来需要一支建设者大军。在过去的两年里，数百名新创始人和工程师已经开始在比特币上进行开发，但这个数字需要继续增长。在 Botanix Labs，我们正在通过称为蜘蛛链的第 2 层网络来开发比特币的未来之一。但每个用比特币构建任何东西的人都应该为自己成为众多相互合作以引导去中心化金融生态系统的人们而感到自豪。比特币'