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欢迎来到Slate Sundays,Cryptoslate的新每周专辑展示深入的访谈,专家分析和发人深省的专家
The last time I interviewed Tezos co-founder Arthur Breitman was at the Paris Blockchain Week Summit in 2019. It coincided with the fire of Notre Dame, and I can still hear the gasps of a dumbstruck crowd gathered opposite the cathedral as the angry orange flames engulfed the spire of “Our Lady of Paris,” and the thick black smoke billowed into the evening sky.
Despite the historic tragedy at the medieval cathedral, the energy at the conference was high. It was still early days when most ideas outpaced the technology, and there was a gulf between engineering and marketing.
尽管在中世纪大教堂发生了历史性的悲剧,但会议的能量很高。在早期,大多数想法都超过了技术,并且工程和营销之间存在着鸿沟。
DeFi wasn’t a thing yet. Decentralized exchanges were scoffed at for their lack of speed and wafer-thin liquidity, and IDEX dominated the charts with a monthly volume of 400K ETH, trading for the knockdown price of $150 a coin.
Defi还不是什么。由于缺乏速度和薄薄的流动性,分散的交易所被嘲笑,IDEX以每月400k ETH的数量在图表中占据了主导地位,其敲低价格的交易价格为每币150美元。
Privacy coins hadn’t been persecuted. You could on and off-ramp crypto without KYC, and John McAfee was still on a boat in the Bahamas, defiantly evading the IRS.
隐私硬币尚未受到迫害。如果没有KYC,您就可以在斜坡上加密,约翰·麦卡菲(John McAfee)仍在巴哈马船上的船上,挑衅地逃避了国税局。
Most projects were replications of web2 apps attached to a blockchain that could have functioned perfectly well without it.
大多数项目都是附加在区块链上的Web2应用程序的复制,而没有它,它们可能会很好地运作。
You get the idea: a flashy website, a fancy whitepaper, and an opportunistic leader who would likely end up in a battle with the SEC.
您会得到这个想法:一个浮华的网站,一个花哨的白皮书和一个机会主义的领导者,他们可能最终与SEC斗争。
Even in the depths of the bear, these events still drew a decent-sized crowd, discussing blockchain scalability, the path to mass adoption, winning the hearts and minds of traditional financial institutions, and when to expect a clear regulatory framework for crypto… Some things never change. Others feel like a lifetime ago.
即使在熊的深处,这些事件仍然吸引了一个体面的人群,讨论区块链的可伸缩性,大众采用的道路,赢得传统金融机构的心灵,以及何时期望Crypto的明确监管框架……有些事情从未改变。其他人觉得自己像个一辈子。
The event was opened by Bruno Le Maire, the French Minister for the Economy, keen to sing the virtues of the country’s newly released PACTE law for digital assets, and emphasize the seriousness of France’s blockchain bet. In a bizarrely stark contrast, it was MCed by Bad Crypto, a crass American podcast duo whose frat boy humor and misplaced jokes about the French went down as well as you might imagine.
该活动由法国经济部长布鲁诺·勒·梅尔(Bruno Le Maire)开幕,热衷于唱着该国新发布的数字资产法律法律的美德,并强调了法国区块链押注的严重性。在一个奇怪的对比中,它是由Bad Crypto(一个Crass American Podcast Duo)割伤的,他的兄弟会男孩的幽默和放错了关于法国人的笑话,就像您可能想象的那样。
Six years ago, crypto was the frontier, and anything was possible. At a time when the battle of the Layer 1s was intensifying, Tezos, the self-amending blockchain launched in response to Bitcoin’s lack of innovation and programmability, was a contender as an “Ethereum killer.”
六年前,加密货币是边境,一切皆有可能。在第1层的战斗加剧的时候,由于比特币缺乏创新和可编程性而发起的自我塑造区块链是“以太坊杀手”的竞争者。
Fast-forward to 2025, and Tezos has a new aspiration: conquering the RWA sector by tokenizing uranium. And Notre Dame has a new spire.
快进到2025年,Tezos有一个新的愿望:通过铀元素征服RWA部门。巴黎圣母院有一个新的尖顶。
Tezos, the blockchain designed to evolve
Tezos,设计用于进化的区块链
As the “blockchain designed to evolve,” Tezos has moved with the narratives, from money to DeFi, NFTs to memes, and RWAs. It has avoided the dumpster fire of fallen cryptos thanks to its “adaptability,” “resilience as a value,” and “prudent management” of its significant treasury (Tezos raised $232 million in Bitcoin in 2017).
作为“旨在发展的区块链”,Tezos随着叙述从金钱到Defi,NFTS到Memes和RWAS的叙述。由于其“适应性”,“弹性作为价值”和“审慎的管理”(Tezos在2017年筹集了2.32亿美元的比特币)。
Exchanging greetings today, Arthur Breitman is candid and relaxed. He’s lost some of the bravado of 2019 and speaks with the humility of a man who’s weathered crypto’s turbulent cycles. I remind him that we’ve met before, and even though I doubt he remembers, he nods kindly and smiles as I recall his ambitions for Tezos to be the most widely used blockchain and his predictions of a consolidation of the space.
今天交换问候,亚瑟·布雷特曼(Arthur Breitman)坦率而放松。他失去了2019年的一些Bravado,并以一个风化了加密货币动荡的周期的男人的谦卑。我提醒他,我们以前见过面,即使我怀疑他还记得他,他也点点头,微笑着,因为我回想起他对Tezos的野心是最广泛使用的区块链,并且对空间巩固的预测。
“I had a few theses that were wrong,” he says. “One thesis was that at some point, people were going to be tired of buying new coins, because they keep diluting everything, and you would not be able to make money easily by just launching a new coin… This was clearly wrong!”
他说:“我有一些错误的论点。” “一个论点是,在某个时候,人们会厌倦购买新硬币,因为他们不断稀释所有硬币,而您将无法通过发射新硬币来轻松赚钱……这显然是错误的!”
He chuckles ruefully as his eyes travel to the exhibition hall below with its loud booths and colorful merch.
当他的眼睛带着大声的摊位和五颜六色的商品前往下面的展览馆时,他笑着笑着。
“There’s still very much a playbook where you raise a bunch of money for VCs. You launch a coin. You own 90% of the tokens, and you flood the market with them.”
“仍然有一本剧本,您为VCS筹集了一大笔钱。您推出了硬币。您拥有90%的令牌,并在市场上充斥着它们。”
At a time when pump.fun spews out tokens by the second, Fartcoin ranks higher than Tezos by market cap, and the President of the United States has his own meme coin; does Arthur still have the same passion and drive for what he does? He sighs:
在Pump.Fun将令牌抛弃的时候,Fartcoin的排名高于市值的Tezos,而美国总统拥有自己的模因硬币。亚瑟是否仍然对自己的工作充满激情和动力?他叹了口气:
“I’ve been disappointed with how the rest of the ecosystem has moved on—not the Tezos ecosystem, which is brilliant—but there’s a lot of nihilism that took over in crypto, and I don’t like the nihilism. I came in for the technology, for the ideology, for the political aspect of it… If you look today, that’s been drowned out.”
“我对其余的生态系统的发展感到失望,而不是很棒的是Tezos生态系统 - 但是有很多虚无主义接管了加密货币,我不喜欢这种虚无主义。我是为了了解这项技术的意识形态,为此,我看着今天的政治方面……如果您今天被淹没了。”
Arthur and his wife Kathleen launched Tezos in the first place to be a breeding ground for innovation and a place to try experiments not possible on Bitcoin, with a self-amending blockchain that removed the need for contentious forks and prioritized
亚瑟(Arthur)和他的妻子凯瑟琳(Kathleen)首先推出了特佐斯(Tezos),成为创新的繁殖场所,并在比特币上不可能尝试实验的地方,这是一个自我塑造的区块链,它消除了对争议叉的需求并优先考虑。
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