Register and share your invite link to earn from video plays and referrals.

Jocy@IOSGVC
@jocyiosg
Founding Partner @IOSGVC DM open
Joined February 2012
2.1K Following    9.9K Followers
读完 @VitalikButerin 这条,想起一次和他一起吃火锅的经历。 席间我问了一个问题:过去几年,你觉得自己在以太坊事业和个人人生上,犯过哪些重大错误? 他认真想了一会儿,刚开始回答——就被人打断了,有人抢着要把问题改成「那最大的成就呢?」 当时我就很遗憾。一个领导者愿意正面回答「我错在哪」的时刻,是极其稀缺的。我们太习惯只聊成就、只讲叙事,却不敢直视失误。 今天这条推文,某种意义上,是他终于把那个火锅桌上没说完的话说出来了。 路径依赖、隐私缺失、L2碎片化、文化僵化——这些不是外部批评,是来自创始人的自我诊断。 作为在以太坊生态深耕多年的从业者,我理解这次反思背后的五个核心问题: 1)隐私从未被当作一等公民。整个应用栈建在全透明假设上,用户链上裸奔,大户被MEV夹击,机构因合规顾虑不敢入场。这不是加个隐私模块能解决的,需要架构级重构。 2)L2路线的代价比预期大得多。Rollup-centric roadmap带来了流动性割裂、用户体验碎片化。很多L2在吸取L1价值而非增益,ETH的价值捕获被系统性稀释。 3)渐进主义杀死了想象力。「现有生态+1」的思维让DeFi停留在微创新,应用同质化严重。我们一直在优化马车,没人问汽车该长什么样。 4)社区文化从密码朋克变成了学术研讨会。EF的谨慎变成了迟缓,严谨变成了保守。当Solana用「先干再说」虹吸开发者时,我们还在讨论EIP的措辞。 5)对AI范式转移反应太慢。如果AI Agent一年内让浏览器钱包消亡,我们围绕MetaMask范式建设的一切都将过时。 这五个问题背后有更深的信号——Vitalik在为重大路线修正做铺垫。当创始人公开说「旧算法失效了」,方向调整已经在路上。不提Solana的名字,但「撕掉西装」「从零设计应用」「钱包可能消亡」每句话都有靶心。 ETH的困境不是技术不行,是想象力和执行力出了问题。 怎么解?我的看法: 隐私必须原生化——从账户抽象、默认加密交易开始,重建应用层基础设施,不是在旧栈上贴补丁。 L2需要瘦身与聚合——诚实回答「哪些L2真正在为以太坊增值」,推动跨L2流动性标准和共享排序器,让碎片重新拼成整体。 回到第一性原理做应用——假设以太坊是一张白纸,重新定义DeFi、社交、身份的最优形态,别在Uniswap V(N+1)上打转。 文化松绑——减少治理层级,缩短决策链路,让建设者而非委员会主导方向。密码朋克精神不是口号,是允许犯错、快速迭代的组织文化。 全面拥抱AI——把AI Agent当作一等用户来设计协议和交互层,别等革命发生后再被动适配。 一个生态最危险的时刻不是被攻击,而是所有人都在庆祝成就时,没人敢问「我们错在哪」。 ETH需要的不是更多信仰,而是更多这样的诚实。
Show more
I think it's healthy for us in the Ethereum world to have a more bold and open mindset to many things, particularly on the application layer and on how we see ourselves in the world. We should not compromise on core properties: censorship resistance, open source, privacy, security (CROPS). We should not have "open mindedness" of the type that leaves people with no confidence of what security properties the L1 will still have one year from now. We should not ask ourselves questions like "do we really need light clients to be able to trustlessly verify correctness of the chain?". But especially on the layer of applications and Ethereum's interface to the world, we should be more willing to radically rethink various concepts and step outside our comfort zone. This includes issues of technological direction, eg. "what if AI basically means that wallets as browser extensions and mobile extensions are dead within a year?" One example last year was the shift to thinking about privacy as a first-class consideration, something we value equally to the other types of security. This implies a radically different Ethereum application stack, because the entire stack so far has not been built around privacy. Great, let's build a radically different Ethereum application stack! An example this year is the growing work on the networking side of privacy, both inside the EF and outside. It includes application-layer issues, eg. "what if the rest of defi is basically just universal futures markets on top of a good decentralized oracle and letting users self-organize on top of that?", and "what if the ideal decentralized oracle is just a SNARK over M-of-N small LLMs over zk-TLSes of some major news sites?" (BTW this is interrelated with the AI issue: one consequence of AI is that it moves "applications" away from being discrete categories of behavior with discrete UIs, and more toward being a continuous space, so "build fewer apps and rely on users to self-organize around them" should inevitably expand as a pattern) One example this year is rethinking from zero the role of L2s, and what kind of L2s are actually most synergistic and additive to Ethereum. It also includes culture. This is a big part of "the whole milady thing" for myself, @AyaMiyagotchi and others. Yes, it's a silly meme. Yes, I find the political takes of some milady partisans cringe and sometimes outright bootlickerish (though other milady partisans are quite the opposite). But the core underlying subtext, the message behind the message, is: rip off the suit and tie. If you have your suit and tie on, be willing to grab the nearest wine glass and spill it all over your suit and tie, so you have no choice but to rip it off and reclaim your body's full flexibility and freedom. Actually imagine yourself doing this the next time you get invited to a richpeopleslop formal gala dinner. Take the preconception that you are "respectable", write it down on a piece of paper, crumble it up and burn it. The psychological baptism of doing this leads to the intellectual baptism of unlocking greater creativity and expanding overton windows. For too long, our algorithm in Ethereum has been: we have this existing ecosystem, what's the logical next step to make it one step better? Now, our algorithm should be: we have this L1 that is amazing and will become more amazing, we have a growing array of tools, both those built within our ecosystem and outside it, what are the most valuable things to build, knowing what we know now? If YOU had to write the section of the 2014 Ethereum whitepaper that talked about applications, and take a first-principles perspective of what makes sense in defi, decentralized social, identity, and elsewhere, what would you write? At least take the step of marking all path-dependence concerns down to zero, pretend for a brief moment that the Ethereum chain today has exactly zero usage and you're the one suggesting or building the first apps, and see what comes out. Do this even if you're the one building today's existing apps. This is how Ethereum can grow back stronger.
Show more