· 个股论点

作者基于技术背景看空ETH,认为其核心机制恶化,同时提及BMNR。

涉及标的:

中文翻译

诉诸权威的论证是最糟糕的,因为没有推理过程就毫无价值。以太坊尤其如此,当你看到其核心方面发生负面变化时更是如此(我们从分片(L1 Scaling)转向L2,$ETH代币也从因使用而增值的Gas费代币转变为治理/抵押品代币)。如果你想了解我的背景,我发明了如今大多数钱包使用可信执行环境(TEE)进行密钥签名的方法。我曾在加州大学伯克利分校研究过权益证明(DPoS)和秘密共享。所以我知道得足够多,可以发表评论。我们看看价格会怎么走,这是我个人看空的原因,人们可以自由地用他们自己的钱买入$BMNR并持有$ETH。

英文原文

Arguments from authority are the worst ones because they hold no merit without any reasoning. With Ethereum especially this is true when you see core aspects of it changing in a negative way (we went from L1 scaling with sharding -> L2s, and $ETH token going from a gas token that appreciated from usage to governance/collat). If you want my background though, I invented how most wallets nowadays do key signatures with TEEs. And I was a researcher in dpos + secret sharing back at UC Berkeley. So I do know a tiny bit enough to comment. We'll see where the price goes, it's my individual thesis on why I'm bearish, people are free to buy $BMNR and hold $ETH with their own money.

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