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Messages - bitcrab

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256
接下去要扩展的话, 我觉得有三个交易对可以考虑。

bitCNY/USDT
BTS/ETH
BTS/EOS

这其中,又以第一个可期望获得的支持最大,虽然bitCNY现在还是残废状态,但如果把bitCNY/USDT交易对做起来的话,可以减少强清,减少系统去杠杆的压力。相当于给bitCNY持有者送温暖,也相当于给整个系统送温暖,长远来看,这个交易对也有望成为bitCNY除了承兑之外的另外一条对外通道。

ETH是目前CEX里面除了BTC和USDT之外与BTS交易量最大的,EOS则因为与BTS同属石墨烯系,用户交集很大。

当然,大赛奖励资金有限,所以考虑扩展的话,应该是bitCNY/USDT第一优先。

257
中文 (Chinese) / Re: BSIP重组计划
« on: December 06, 2019, 07:07:13 am »
我不赞同搞BSIP77。

将来就是要鼓励爆仓,爆仓越多,系统收入越多。

都不爆,系统哪里收钱去?

给每个人充分自由去借款,然后没有风控能力的人要受到适当的惩罚,收来的钱用来回购托市。

不知道强清如果也收费的话在哪里实现比较合适,需要单独搞一个BSIP吗?@abit

258
General Discussion / BSIP reorganization?
« on: December 06, 2019, 04:53:39 am »
Currently BTS suffer big problems in several sides.

bitCNY and bitUSD devalued greatly, bring big loss to holders and hurt reputation a lot.
Most of the workers are voted down, core team do not have a clear future, some members are considering to leave.
China community and Western community conflict in some key problems.

Bitshares is in a dilemma, Bithares need to find a way to reborn.

Bitshaes has flaws from initial design, simply speaking:
1.smartcoins operation request BTS be robust in price, otherwise shorting attack will have chance to make smartcoin crash, as well as BTS.
2.worker proposal also request BTS be robust in price, otherwise the inflation also have chance to make BTS crash in bear market.

China community press "STOP" in a simple and crude way, it really "stop" the problems but what we need is to solve the problems.

In my view, we need some shift on paradigm, at this moment we need to focus on how to make BTS generate enough income to sustain BTS price.

Based on this idea, I have a simple review on the candidate BSIPs and classify them into 3 categories:

Class A: BSIPs that will help to generate system income directly, and are in controlled development cost and risk.

BSIP74:Margin Call Fee Ratio
BSIP86: Share market fees to the network
BSIP81: Simple Maker-Taker Market Fees
BSIP85:Maker Order Creation Fee Discount

Class B: BSIP - irrelevant to generating income directly, however is important and in low development cost and risk

BSIP62:  Close Short Position     
BSIP71:  Add "Prevent Global Settlement" Flag for Smartcoin
BSIP73:  Match Force-Settlement Orders with Margin Calls and Limit Orders
BSIP61:  Operation to Update Limit Orders
BSIP39:   Automatically approve proposals by the proposer
BSIP64:   Optional HTLC preimage length, HASH160 addition, and memo field

Class C: BSIP - too complicated, uncontrollable development cost and risk, or the feature is not important and in early stage.

BSIP70:  Peer-to-Peer Leveraged Trading
BSIP69:  Additional Assert Predicates
BSIP57:Managed Vesting Balances
BSIP22:  Vote Decay for Witnesses, Committee Members & Proxies
BSIP47: Vote Proxies for Different Referendum Categories and explicit voting operation
BSIP45: Add bitAsset Backing Collateral flag/permission

In my view, we can put BSIPs in Class A and also some in Class B into a package and request core team to work on it, maybe a independent worker is necessary for that.

Committee, core team, witnesses, cn-vote, BEOS and also other big proxies, please review this post and share your ideas, sufficient discussion and strong consensus and needed for optimize and apply this plan.

259
中文 (Chinese) / BSIP重组计划
« on: December 06, 2019, 03:42:48 am »
当前比特股内外交困。

1.由于bitCNY和bitUSD脱锚,给持有者造成较大损失,对稳定币信誉也造成很大损失。
2.大部分worker被撤票,core team的工作几乎处于停滞状态,人心离散。
3.中国社区与欧美社区产生较大矛盾,对抗与分裂的情绪很重。

所以,比特股处在一个十字路口,如果不能迅速找到医治病痛以及复兴的道路,前途堪忧。

我觉得,比特股一直有两大问题。

智能货币的设计本身需要BTS有坚强的价格支撑,不然,无法抵抗做空攻击,最终压制BTS生态自身成长。
woker体系也需要BTS有坚强的价格支撑,不然,就变成了靠印钞来解决财政问题,终将不可持续。

这些问题一直没有得到很好的解决,而现在,中国社区用简单粗暴的方式终止了问题,但依然还没有解决问题。

我觉得,当前需要转换思路,发掘比特股产生收入的潜力,用收入来支撑价格。

要发掘产生收入的潜力,需要升级底层,需要硬分叉,需要升级底层。

在此思维的基础上,对当前的BSIP作个审视和分类:

A类BSIP - 和产生收入直接相关且开发成本可控:

BSIP74:爆仓单收费
BSIP86: 资产交易费用分润给系统
BSIP81: 简单maker-taker交易费用
BSIP85:maker订单创建折扣

B类BSIP - 和产生收入不直接相关,但功能重要,开发工作量小,或者开发工作已接近完成。

BSIP62:  保证金头寸平仓     
BSIP71:  智能资产增加”黑天鹅防护“选项
BSIP73:  将强制清算订单和爆仓订单、限价订单相匹配
BSIP61:  更新限价单操作 
BSIP39:   多签提案自动批准机制
BSIp64:   可选 HTLC 原像长度、增加 HASH160 算法和备注栏

C类BSIP - 复杂,开发成本和风险不可控,或者与收入相关度很低,功能不紧要,且处于早期

BSIP70:  点对点杠杆交易
BSIP69:  Additional Assert Predicates
BSIP57:管理待解冻余额
BSIP22:  见证人、理事会和投票代理的投票衰减机制   
BSIP47: 不同公投类别的投票代理和投票操作
BSIP22: 为资产引入“允许作为 BitAsset 抵押”的标志/权限

我的建议是,把A类BSIP和筛选后的B类BSIP打一个包,交给core team开发。专门针对这个包组织人员,创建worker分配预算,计划硬分叉。

希望理事会,core team, 见证人,公会,BEOS和各大票仓都来关注这件事,在充分讨论,达成共识的基础上推动这件事前行。


260
General Discussion / Re: Repost: Market making contest, stage one
« on: December 04, 2019, 12:19:18 pm »
For promoting the contest, I created 2 Telegram gorups:

English:  https://t.me/btsmmcontest
Chinese: https://t.me/BTSMarketMaker

Welcome for joining!

261
为了推广交易大赛,我建了两个电报群,一个英文的 https://t.me/btsmmcontest, 一个中文的https://t.me/BTSMarketMaker, 常用电报的小伙伴可以加一下,大家一起推广。

262
奖励比例改73三天后的感想:

但是还是明显感觉到,在涨跌趋势难以判断的时候,矿工还是更倾向于砸盘挂买单,而不是拉盘挂卖单,毕竟买单奖励现在还是买单奖励的两倍多,这个对矿工决策的影响还是很明显的。

我还是倾向于认为,主要原因是熊市,所以交易者更倾向于持有 USDT 等更有期望保值的资产。现金为王。

熊市当然是熊市,BTC和USDT当然比BTS硬,但问题是现在的分配比例让内盘的BTC和USDT更硬。

难道交易大赛的最终目的不是让BTS硬起来吗?不是在熊市尽可能地赋予价值给BTS吗?

每天6万BTS,相对整体流通量是沧海一粟,但如果规则定得好,发挥杠杆效应,是有希望对价格形成有力支撑的。尤其现在这个时间节点,我觉得大赛几乎是全村的希望。

决定矿工买卖的因素很多,但挖矿收益肯定也是重要考量,熊市已经到这个地步了,现在这个价格,许多矿工都是有心加仓BTS的,但别的不说,一加仓挖矿收益就下降,这不是更加鼓励持有BTC/USDT而不是加仓BTS吗?

系统出钱,在熊市本来用户就更愿意持有BTC/USDT的基础上强化用户拿BTS换BTC/USDT的意愿?



263
中文 (Chinese) / 对于费用体系的思考
« on: December 03, 2019, 01:30:07 pm »
我觉得BTS的费用体系一直做得不太好,作为一个DAC,费用体系没有对业务形成有力支撑。

我一直反对对于gas fee的“按法币计价”的调整方式,这种方式每每在熊市提高收费,给用户带来很差的感受。我也不认为gas fee应该成为系统收入的主要组成部分,原因很简单,一个DeFi平台,针对业务的按比例收费应该成为收入的主要组成部分,一个用户交易100万BTS,你收千一的费用,收1000个BTS,他没有太大感觉,但是你对一个转账100BTS的用户收2个BTS,他感受就不太爽。

系统并不需要支付什么法币性的费用,这使得按法币计价收费更加显得不合理,类似经济下滑,但政府死活不肯减税。

BTS2.0上线很久后bitCNY才开始收费,不够及时,而现在由于搞了80%的返佣,相当于0.1%的交易费里面只有20%成为系统收入,太低了,我认为把返佣比例调低到60%是很必要的。

其它种类的收入,有些在计划中,有些还没开始讨论,比如:

爆仓费用:https://github.com/bitshares/bsips/blob/master/bsip-0074.md BSIP已经写好,可惜还未排入投票。

taker fee:https://github.com/bitshares/bsips/issues/229 也很值得考虑。

借款利息:可以考虑向借bitCNY等智能货币者收取利息,DAI的巨额收入很大部分就是依赖利息,利息还可以用来调节供应量。

https://github.com/bitshares/bsips/issues/194, abit在这里建议系统向一切有交易费设置的资产收取交易费的一小部分,比如5%,我现在认为是合理的。

还有,IIRC,强清现在是不收费的,应该改为收费。

以Alex为代表的一些人总认为BTS不是公司,不能靠收费强大,而要靠被更广泛的应用强大,但我觉得,BTS就是个DAC,BTS需要费用来发展经济,需要收入来对BTS的价格产生支撑,需要收入来支付基础设施建设费用。





264
奖励比例改73三天后的感想:

首先是能明显感觉到矿工逃避买单成交的意愿没以前那么强烈,毕竟挂卖单也可以挖矿,虽然比例低,但比以前还是好很多。

而且能发现时有内盘价格相对外盘略高的情况出现,也许内盘玩家更倾向于认为现在BTS价格偏低吧。

但是还是明显感觉到,在涨跌趋势难以判断的时候,矿工还是更倾向于砸盘挂买单,而不是拉盘挂卖单,毕竟买单奖励现在还是买单奖励的两倍多,这个对矿工决策的影响还是很明显的。

当前的盘面,把两边的深度相除,得到0.0449USDT/BTS和0.0000032BTC/BTS,还是买盘量大。





我的观点,从91向73的调整是走在了正确的方向上,但是还不够,要进一步发挥大赛支撑BTS价格的潜力的话,还需要进一步调整。

也许最终55或者46是比较合理的结果,但谨慎起见,还是建议节奏慢一点,也许下一步可以先调到64?


265
I'm also supporting for a long time to add bitcny-bitusd/USDT pair .At least it will increase the trading volume between CEX/DEX.

I would also support a small MM 5000 per day for the EUR/BTS pair to get it more populated.

factors that support MM on bitCNY/USDT:

1. it will provide another route to convert bitCNY to fiat, will lessen the requirement of force settlement and selling BTS, and then lessen the release of collateral to markets.

2. it will increase the market fee income to system.

factors which is against this:

bitCNY is peg off now, if bitCNY/USDT has a big volume, would that tell public that bitCNY will not play the role of stable coin?


and another global consideration is relevant: what a role will bitassets play in BTS in future?

in my view, maybe BTS now focus more on DEX, not bitassets, but that does not mean to give up them, BTS still need to optimize bitassets in future, to keep them stable and protect them from killing BTS price.

anyway, I'd like to support to add bitCNY/USDT pair into the contest. at this moment it will benefit the BTS price recovery.

266
Three committee proposals are created to update bitCNY, bitUSD and bitEUR.

1.10.53309 set bitCNY reward percent to 60%.

1.10.53311 set bitUSD reward percent to 60%.

1.10.53312 set bitEUR reward percent to 60%.

All the three proposals will expire at 2019-12-10 00:00:00 UTC.

Currently all the above 3 smartcoins are set market fee as 0.1% and reward percent as 80%, the proposal for this change is based on below considerations:

1. BTS need more income to buy back BTS and support the DEX economy, now bitCNY income is much lower than months ago,  this change can double the market fee income of relevant smartcoins(means the part that go to system will change from 0.1%*20% to 0.1%*40%)

2. market fee actually paid by LTM change from 0.02% to 0.04%, it is still very low.

3.60% sharing to referrer is still a very high incentive.

Committee members, please check and vote according to your opinion.


267
General Discussion / Re: Repost: Market making contest, stage one
« on: December 01, 2019, 09:11:30 am »
I want to say thanks for your work guys.

With today's payout share change the volume has also increased a lot (GDEX is currently at ~8.6M Bts volume on the two markets combined) while the liquidity is still very high on both sides. If it stays this way we are on a good path on becoming one of the top market(s) for bts.

Yes, thanks abit, bhuz and other guys who work for this.
Hope in recent future this contest can give obvious and positive impact on DEX economy and also BTS price.

268
别着急,明天改73,改完继续观察,继续优化。

内盘并不完全是木偶戏,这决定于矿工的策略。

比如我,今天早上284砸了50万BTS,然后买单挂在283,一边挖矿一边等着接盘,完全不管外盘价格。

只要能吸引资金进来就好。不能指望什么时候都有大交易量。

慢慢,等定价权转到内盘,就可以继续搞事情。




269
I am considering to change the market fee referral reward from 80% to 60% for this 3 smartcions.

because:

1. BTS need more income, now bitCNY income is much lower than months ago, this change can double the market fee income of relevant smartcoins(means from 0.1%*20% to 0.1%*40%)

2. market fee paid by LTM change from 0.02% to 0.04%, it is still very low.

3.60% sharing to referrer is still a very high incentive.

Thoughts?

270


这是一个典型的内盘盘面。

外盘顶部买单价格>292,搬砖机器人在持续300一笔搬砖,一众矿工缩在290挂买单。

这是奖励比例90:10的情景,假设奖励比例调为50:50的话,会有什么不同呢?

很显然,矿工会选择吃掉291,甚至292的卖单,然后在293或之上挂卖单。

系统出钱奖励做市,到底是希望买单挂着好看,还是希望买盘真正踊跃?

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