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General Discussion / 社区需要重新审视BTS发展战略|Community needs to re-examine the development strategy
« on: December 07, 2018, 06:52:47 am »
1. For bitCNY, only adjust the MSSR to 105%, and the other to the market. By adjusting the MSSR from 1.10 to 1.05, the number of BTS sold by Margin Call will be reduced by 5%, and the selling price will increase by 5%, and the arbitrageur will still have a 5% profit. I think that the ±5% premium discount is not a big problem for the current stable currency application scenario: the current stable currency is mainly used as a hedging tool for digital currency investors to avoid falling risks, even as a deposit and Withdrawal channel, premium discount bitCNY still has the same purchasing power. Only when applied to the merchant accepting the payment scenario of bitCNY, it is necessary to accurately anchor the RMB value.
2. In the past five years, the community has placed its focus on SmartCoins, and hopes that bitCNY will achieve a breakthrough, and other ecological developments will be almost zero, making the price of BTS deeply bound to the fate of bitCNY. At the same time, most of the bitCNY mortgaged directly bought the BTS, pushing up the overall leverage of the BTS: bitCNY market, helping to boost the BTS price, the bull market is like a rocket booster, and the bear market is like a meat grinder.
In contrast, the stable currency DAI built on Ethereum, because the price of ETH is determined by the ecology of Ethereum, the development of DAI has almost no effect on the price of ETH, so it is more smooth than the development of bitCNY.
The BitShares community needs to re-examine the development strategy. We should pay attention to the development of other application scenarios, let the ecology bloom, and let more products and application scenarios support the price of BTS. At that time, the development of SmartCoins could be achieved. In addition to current features (such as account system, account permissions hierarchical control, Multi-Hierarchical Flexible Multi-Signature, Memo, whitelist and blacklist, User Issued Assets, Decentralized Exchange, Proposed Transactions, 3 seconds to pack a block, 1.5s average transaction confirmation time, etc., there can be many applications in any combination. The scene can be developed), bsip43, bsip44 are all worth promoting.
1、对于bitCNY，仅调整MSSR为105%，其它的交给市场。MSSR从1.10调整到1.05，Margin call 卖出的BTS数量会减少5%，而且卖价也会上升5%，套利者依然有5%的利润。我认为±5%的溢价折价对于目前稳定币的应用场景来讲没什么大问题：目前稳定币主要是作为数字货币投资者规避下跌风险的避险工具，即使是作为资金进出的通道，溢价折价的bitCNY依旧有同样的购买力。只有应用于商家接受bitCNY的支付场景的时候需要精准锚定人民币价值。
2、过去5年，社区把重心完全放在了SmartCoins上，寄希望于bitCNY实现异军突围，其它生态发展几乎为零，使得BTS的价格与bitCNY的命运深度绑定。同时抵押借出的bitCNY绝大大部分直接买入了BTS，推高了BTS：bitCNY市场的整体杠杆，助涨助跌BTS价格，牛市犹如火箭助推器，熊市犹如绞肉机。
反观构建于Ethereum的稳定币DAI，因为ETH价格是由Ethereum的生态决定的，DAI的发展对ETH价格几乎没有影响，所以相比bitCNY的发展更顺风顺水。比特股社区需要重新审视发展战略，我们应该重视其它应用场景的开发，让生态全面开花，让更多的产品和应用场景支撑BTS的价格。那时，SmartCoins的发展才能水到渠成。
除了目前的功能（比如账户体系、账户权限分级控制、多层级的多重签名机制、Memo加密备注、白名单和黑名单、UIA、DEX、多签提议交易、3秒打包一个块、1.5s平均交易确认时间、……等等，任意组合就可以有很多种应用场景可以开发），bsip43、bsip44都是值得推进的提案。
2. In the past five years, the community has placed its focus on SmartCoins, and hopes that bitCNY will achieve a breakthrough, and other ecological developments will be almost zero, making the price of BTS deeply bound to the fate of bitCNY. At the same time, most of the bitCNY mortgaged directly bought the BTS, pushing up the overall leverage of the BTS: bitCNY market, helping to boost the BTS price, the bull market is like a rocket booster, and the bear market is like a meat grinder.
In contrast, the stable currency DAI built on Ethereum, because the price of ETH is determined by the ecology of Ethereum, the development of DAI has almost no effect on the price of ETH, so it is more smooth than the development of bitCNY.
The BitShares community needs to re-examine the development strategy. We should pay attention to the development of other application scenarios, let the ecology bloom, and let more products and application scenarios support the price of BTS. At that time, the development of SmartCoins could be achieved. In addition to current features (such as account system, account permissions hierarchical control, Multi-Hierarchical Flexible Multi-Signature, Memo, whitelist and blacklist, User Issued Assets, Decentralized Exchange, Proposed Transactions, 3 seconds to pack a block, 1.5s average transaction confirmation time, etc., there can be many applications in any combination. The scene can be developed), bsip43, bsip44 are all worth promoting.
1、对于bitCNY，仅调整MSSR为105%，其它的交给市场。MSSR从1.10调整到1.05，Margin call 卖出的BTS数量会减少5%，而且卖价也会上升5%，套利者依然有5%的利润。我认为±5%的溢价折价对于目前稳定币的应用场景来讲没什么大问题：目前稳定币主要是作为数字货币投资者规避下跌风险的避险工具，即使是作为资金进出的通道，溢价折价的bitCNY依旧有同样的购买力。只有应用于商家接受bitCNY的支付场景的时候需要精准锚定人民币价值。
2、过去5年，社区把重心完全放在了SmartCoins上，寄希望于bitCNY实现异军突围，其它生态发展几乎为零，使得BTS的价格与bitCNY的命运深度绑定。同时抵押借出的bitCNY绝大大部分直接买入了BTS，推高了BTS：bitCNY市场的整体杠杆，助涨助跌BTS价格，牛市犹如火箭助推器，熊市犹如绞肉机。
反观构建于Ethereum的稳定币DAI，因为ETH价格是由Ethereum的生态决定的，DAI的发展对ETH价格几乎没有影响，所以相比bitCNY的发展更顺风顺水。比特股社区需要重新审视发展战略，我们应该重视其它应用场景的开发，让生态全面开花，让更多的产品和应用场景支撑BTS的价格。那时，SmartCoins的发展才能水到渠成。
除了目前的功能（比如账户体系、账户权限分级控制、多层级的多重签名机制、Memo加密备注、白名单和黑名单、UIA、DEX、多签提议交易、3秒打包一个块、1.5s平均交易确认时间、……等等，任意组合就可以有很多种应用场景可以开发），bsip43、bsip44都是值得推进的提案。
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