cover of episode ETH vs. SOL: A Professor's Take | Omid Malekan

ETH vs. SOL: A Professor's Take | Omid Malekan

2024/10/21
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讨论创建自由派版本的乔·罗根的播客主持人。
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Ryan: 未来五年,拥有ETH将是参与Serum网络效应的唯一途径。 David: 本期节目中,Omid Malekan教授分享了他对区块链、数字稀缺性以及去中心化金融未来的见解,并阐述了为什么ETH优于SOL的论点。 Omid Malekan: 我将自己定位为加密货币的首席解释员,致力于解释该领域复杂的问题。我拥有传统金融背景,在加密货币行业拥有七年多的专业经验。我认为区块链技术赋予了数字资产物理属性,使其具备稀缺性,并提供了一种全新的构建信任和重新定义数字世界产权的方式。 我不认为所有区块链都是平等的。比特币区块链因其安全性、去中心化和抗审查性而脱颖而出,但其功能有限。而以太坊则在安全性、去中心化和抗审查性方面也表现出色,同时具备智能合约平台的功能,使其能够支持更广泛的应用。 Layer 1区块链不应仅仅追求速度和吞吐量,而应重视去中心化和安全性。模块化设计,即Layer 1区块链作为结算层,Layer 2区块链作为应用层,是更高效的架构。 高品质流动资产(HQLA)对于去中心化金融的发展至关重要,以太坊是目前最好的加密原生HQLA候选者,因为它具有广泛的分布、高流动性、低通胀和积极的实际收益率。 以太坊有潜力成为互联网的货币,尽管“货币”的定义本身就具有社会性和主观性。 Layer 2区块链并非寄生于Layer 1区块链,而是通过提供更高效的交易体验来扩展Layer 1区块链的应用范围,从而增强Layer 1区块链的网络效应。 我不认为当前的加密货币市场周期会简单地重复历史模式,因为宏观经济环境发生了变化。虽然我对加密货币的长期前景持乐观态度,但我并不期望短期内出现大幅上涨。

Deep Dive

Chapters
Omid Malekan shares his journey from traditional finance to becoming a key figure in the crypto space, discussing the unique insights he has drawn from both worlds.
  • Omid Malekan is an adjunct professor at Columbia Business School.
  • He has a background in traditional finance, having worked on Wall Street.
  • His transition to crypto was influenced by an early exposure to Bitcoin.
  • Omid emphasizes the importance of understanding traditional finance to effectively innovate in crypto.
  • He views the traditional financial system as having valuable lessons for building decentralized systems.

Shownotes Transcript

Omid Malekan, an adjunct professor at Columbia Business School and author of multiple books on crypto joins us. Omid shares his insights on the evolution of blockchain, the concept of digital scarcity, and the future of decentralized finance. Drawing from his experiences in both traditional finance, his teachings, and the crypto industry. Omid also discusses how blockchain offers a fundamentally new way to build trust and redefine property rights in the digital world and his best arguments for why ETH is better than SOL.

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------ TIMESTAMPS

0:00 Intro 5:52 Omid Malekan’s Crypto Background 9:31 Transitioning from TradFi to Crypto 14:51 Explaining Blockchain to Crypto Newcomers 21:10 The Fear in Crypto Transactions 24:53 Blockchain as a New Financial Architecture 28:07 What New Crypto Users Get Wrong 32:06 Not All Blockchains Are Equal 39:25 Qualitative & Quantitative Block Space 41:49 Lessons from Traditional Finance 46:36 Modular Design in Blockchain Systems 1:01:30 Envisioning Crypto's Endgame 1:09:25 Ether's Value Proposition and Role 1:20:28 Opportunities for High-Quality Liquid Assets 1:23:38 Ether as the Money of the Internet 1:36:55 Settlement Assurances and the Future of Ether 1:44:07 Crypto Cycles and Future Gains 1:45:29 Own Podcast? 1:46:22 Closing & Disclaimers

------ RESOURCES

Omid Malekan https://x.com/malekanoms

Omid's Books  https://www.amazon.com/Re-Architecting-Trust-History-Markets-Platforms/dp/1732027331https://www.amazon.com/Story-Blockchain-Beginners-Technology-Understands/dp/1732027307

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