Shangu.山谷 @shangu365 - Twitter Profile

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Shangu.山谷 @shangu365

over 1 year ago

从现在开始，坚定理想信念，去迎接以太坊的星辰大海！ #ETH

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Shangu.山谷 @shangu365

4 days ago

“我对致富有相当大的热情,”查理•芒格说，“不是因为我想要法拉利，我想要的是独立。”

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shangu365 retweeted

EthSystems

@eth_systems

6 days ago

Today we're launching EthSystems. We build confidential systems for institutional Ethereum. Institutions want to use Ethereum, but one of the biggest problems is the lack of built-in, modular privacy tools. We were the Ethereum Foundation's Institutional Privacy Task Force (IPTF) for the past year. We had hundreds of conversations with central banks, regulators, tier-one banks, and asset managers, shipping open source work the whole time. Wall Street has found crypto as an asset class, but not yet as commercial infrastructure. Institutions want to run real flows on Ethereum: stablecoins, tokenized assets, settlement. These are businesses with billions of dollars on the line, and no bank will operate in full public view. On a public ledger, confidentiality is the hard part: each party to a transaction should see what it has a right to see, and nothing more. We have a year of proof of work: private bonds, confidential stablecoin transfers, private settlement across chains, the Ethereum Privacy Map, and more. All with protocol specs and security properties, at our website. We've spent a decade working on privacy in crypto. We know there's no silver bullet. Different use cases need different systems, each designed, specified, and hardened properly, and someone has to do that work. That's why EthSystems exists. We're an independent, for-profit company, backed by long-term Ethereum-aligned investors. This is a decade-long transition, and we aren't going anywhere. If you're an institution that wants to build on Ethereum, talk to us. We're hiring: BD in New York, protocol engineers, ops: [email protected]

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Shangu.山谷 @shangu365

6 days ago

Robinhood Chain 投研报告通过单链数据论证了一个核心矛盾：Robinhood Chain 用户支付了约 $843,000 费用，但以太坊 L1 仅捕获了约 $1,600，费用回流比例不足 0.2%。本文是前作的续篇。要回答一个前作没有触及的问题：如果 L2 付给 L1 的费用不是 ETH 的价值来源，什么才是？https://t.co/R9wYK6WBTU

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Who to follow

6 days ago

EEZ 文章给出了一个方向——不是 blob 费，而是L2 之间的原子互操作性如何让以太坊成为不可替代的结算层。这篇续作就是要系统性地检验这个方向。 https://t.co/R9wYK6WBTU

The Ethereum Economic Zone

@etheconomiczone

8 days ago

This is the demand shift we've been building for. Real businesses choosing Ethereum L1+L2 gives you the barbell described in the article — neutral base, specialized edges. It's the model working as intended. But there's a step past settlement. Many L2s anchored to one L1 still fragment: separate liquidity, separate state, connected only by async bridges. A common base isn't automatically one economy. That's the layer EEZ works on — synchronous composability across L2s, so the edges transact as one economy instead of islands, while the base stays neutral and uncapturable. Consolidation at the base is the setup; composability across the edges is the payoff.

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Shangu.山谷 @shangu365

6 days ago

@etheconomiczone https://t.co/BJntThcTQ4

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Shangu.山谷 @shangu365

6 days ago

@Nick_Researcher reference

Shangu.山谷 @shangu365

6 days ago

English Version: https://t.co/3CDYWyGHnG

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Shangu.山谷 @shangu365

6 days ago

@Log_Tao @lanhubiji 否

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Shangu.山谷 @shangu365

6 days ago

蓝狐老师的总量思维是对的，但靠堆 L2 数量走不通。 ETH 被使用≠ 被持有，高速流转压低货币溢价，与价值储藏叙事方向相反。 10-20% 价值捕获基准是真正击中要害。

蓝狐

@lanhubiji

6 days ago

如果未来出现几十甚至上百个类似 Robinhood链这样的 L2，大量用户和应用在 L2 上活跃，会显著增加对 ETH 的需求（gas、bridging、staking、流动性等）。这样，“ETH 是货币”这个叙事就有望真正成功。也就是说，ETH 的最终价值不主要取决于 L2 留给 L1 的费用规模，而在于这些 L2 整体耗费和锁定了多少 ETH。即便如此，目前单个 L2（如 Robinhood）的费用分配中，以太坊 L1 捕获的比例不到 1%，这确实太低了。一般而言，作为底层基础设施，L1 至少捕获 10-20% 左右的经济价值才更合理。 ETH 的安全预算不能这么“廉价”。 @aerugoettinea @ethlabs_org @fundstrat @VitalikButerin @ethereumfndn @sassal0x @barnabemonnot

lanhubiji's tweet photo. 如果未来出现几十甚至上百个类似 Robinhood链这样的 L2，大量用户和应用在 L2 上活跃，会显著增加对 ETH 的需求（gas、bridging、staking、流动性等）。

这样，“ETH 是货币”这个叙事就有望真正成功。

也就是说，ETH 的最终价值不主要取决于 L2 留给 L1 的费用规模，而在于这些 L2 整体耗费和锁定了多少 ETH。

即便如此，目前单个 L2（如 Robinhood）的费用分配中，以太坊 L1 捕获的比例不到 1%，这确实太低了。

一般而言，作为底层基础设施，L1 至少捕获 10-20% 左右的经济价值才更合理。

ETH 的安全预算不能这么“廉价”。

@aerugoettinea @ethlabs_org @fundstrat
@VitalikButerin @ethereumfndn @sassal0x @barnabemonnot

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Shangu.山谷 @shangu365

6 days ago

@lanhubiji 参考：https://t.co/1cSaY5YcVm

Shangu.山谷 @shangu365

6 days ago

Robinhood Chain 验证了以太坊 L2 作为受监管金融基础设施的可行路径，但它暴露的代价远比这个机会重大：以太坊 L2 生态越繁荣，ETH 的价值捕获反而越薄弱。 https://t.co/bZgRRnISfu

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Shangu.山谷 @shangu365

6 days ago

@lanhubiji 蓝狐老师的总量思维是对的，但聚合后仍近零，靠堆 L2 数量走不通。ETH 被使用≠ 被持有，高速流转压低货币溢价，与价值储藏叙事方向相反。10-20% 基准是真正击中要害的：没有一个成功平台把抽成设计成趋近零，以太坊正把安全成本转嫁给全体 ETH 持有者，这不是免费而是隐形成本转移。

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