以太坊的无需许可性和活力

Both do have a different focus than Ethereum regarding permissionlessness and liveness. As a global settlement layer they are thus not as suitable as Ethereum. So I wouldn’t consider them ETH killers. For certain areas perhaps an alternative.

Polkadot requires invitation and Cosmos doesn’t secure your blockchain or requires you to buy that security in an overly competitive rent-seeking way. They’re both not Ethereum killers…

把 BTC 引进 DeFi

Ironically the biggest missing pieces in defi IMO is native BTC. Marketmakers would be able to piggyback off its deep liquidity on centralized spot/lending/derivative exchanges in order bootstrap the liquidity on decentralized platforms. Would Cosmos/Polkadot make this possible?

寻找便宜的 BlockSpace

A trend I’ll be watching in 2020 is the flight to cheap blockspace. Simply put, if your #Ethereum dapp doesn’t require one of these:

composability with primitives

censorship resistance

Then find cheaper blockspace (L2, appchains, new L1s) that is often subsidized by VCs.

Polkadot Marketing on China

Polkadot’s China ground game is among the best we’ve seen for an international project. Ethereum should place a much higher priority on protecting its flank.

Yet they couldn’t manage to write a multisig contract. Litteraly the worst ICO of 2017 had it not been for ETH earnings bailing them out.Also cosmos seems to have a better architecture and a live network

U don’t think it’s a build up for Chinese Dot dump?

Wild to see the turnout at Polkadot meetups in China! Super impressed by how intentional and strategic they’ve been on the ground.

Hopefully we see more ‘risque’ pedo blog posts from Polka’s executive suite in 2020 because blog *fiction* is taking zero risks these days

Polkadot:Ethereum Gavin Vision

A:I love crypto twitter – why not take up my ETH bet to see how shitty polkadot can be? Polkadot is EGV (Ethereum Gavin Vision) to me – there will also be a PGV (Polkadot Gavin Vision) in another couple of years. New breed of fools to raise funds from to build ETH 2.0 killer.

B:In contrast I don’t take bets I’m not 90% sure I’ll win. We can’t know what will happen this specific between ETH and DOT. But one thing is for sure, DOT is way further ahead in terms of tech. Question is will ETH get to the same level quick and how fast will teams migrate

A:History has proven that the best tech don’t win. Social capital aka community matters a lot more. You can’t fake that with $$.

B:Hence my point, how fast teams will give up on ETH and trailblaze new tech (migrate to DOT) cause they want to move on and make impact. There are a lot of examples already. In 2020 en 2021 dozens / hundreds will follow if ETH doesnt hurry up

Unbounding 期的缩短

交易所纷纷开启 Soft staking,这可能会迫使 PoS 协议缩短解锁期,以弥补交易所 staking 和自由 Staking 之间的成本差。(因为如果成本差距太大,这里包括时间成本),会有用户把资金从节点服务商转至交易所。但这又会产生一个问题,但就是好缩短协议解锁期会破坏网络的安全性。

自杀

以太坊奶王说它不会把以下以太坊杀手放在眼里:没有完成主网的、全部是空块的。先回家擦擦屁股再来和以太坊竞争。

底下神回复:No need $ETH Killer, $ETH will kill itself slowly..