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Da Hongfei
@dahongfei
Founder & Chair @Neo_Blockchain, CEO of @ngd_neo | Building the next economy - run by agents, on code
가입 August 2013
251 팔로잉 중    53.8K 팬
Thank you, Malcolm. This is a serious report, and I’d like to respond to its central arguments. I agree that Neo’s strength lies in the combination of its native oracle, NeoFS, deterministic finality, and the NEO/GAS model. “Verifiable data supply” is a compelling thesis—but it must still be tested against real customer demand, repeatable use cases, and sustainable GAS consumption. The governance questions are valid, but evidence and conclusions should remain proportional. Assets under custody are not necessarily freely deployable capital; voting weight is not the same as exercised control; and one unsigned multisig proposal does not establish a system-wide pattern. I also don’t believe product validation must wait until every governance issue is resolved. Product development and institutional improvement should inform each other. I may not agree with every interpretation, but the report gives the ecosystem a concrete thesis to examine and test. That is far more valuable than another abstract debate about narratives.
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Published independent research on Neo 2026–2030 while Phase 0 is still to kick off: Priors on record before the process shapes them, and time to improve it with people who know parts of this better than I do. 12 segments ranked, 6 falsification criteria, and a pre-registered prediction of Phase 0's output I'll score myself against publicly. v1.0, confidence-tagged, gaps marked. Sources, a different weighting, or a case that the core reframe is wrong. It all folds into v1.1, contributors credited. Disclosure: I hold a Phase 0 research seat. Self-funded, no NF or NGD money. @Neo_Blockchain $NEO
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