Author Topic: 社区需要重新审视BTS发展战略|Community needs to re-examine the development strategy  (Read 903 times)

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Offline Yao

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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。
« Last Edit: December 07, 2018, 08:20:46 am by Yao »
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        bts的爆仓极大的影响了bts的发展,回避不掉。
        我们可以看到,现在喂价稳定在爆仓保护价了,结果就不跌了,cny也没有贬值。保持喂价的稳定对bts极其重要。即使像以前一样喂价取现价,因为能影响到爆仓,在大跌的时候,系统还是极不稳定。
        喂价是影响系统的最核心参数,因为他决定爆仓,喂价到底怎么确定,决定了bts未来的命运,无法回避。

Offline Yao

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        bts的爆仓极大的影响了bts的发展,回避不掉。
        我们可以看到,现在喂价稳定在爆仓保护价了,结果就不跌了,cny也没有贬值。保持喂价的稳定对bts极其重要。即使像以前一样喂价取现价,因为能影响到爆仓,在大跌的时候,系统还是极不稳定。
        喂价是影响系统的最核心参数,因为他决定爆仓,喂价到底怎么确定,决定了bts未来的命运,无法回避。
你的意思是比特股的发展只能寄希望于bitCNY呗?跟bitCNY的命运绑定,一荣俱荣一损俱损?死抱着bitCNY一颗大树,放弃一整片森林?比特股只有SmartCoins这一个产品?

以BTS目前的市值,bitCNY供应量是个死局,还妄想着向交易所推广?精准锚定有个屁用?
在市场依然没有筑底的情况下,继续实行负反馈喂价,只会把黑天鹅风险越积越高。

现在喂价之所以设置黑天鹅保护价,是保证bitCNY能活着,熊市先活着,牛市再谈发展。
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Offline bitcrab

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发展智能货币与发展其它生态不矛盾。发展生态的事情从来都没人拦着。

向交易所推广从来都不是妄想。

bsip42有固有缺陷,新版的负反馈方案见这里 https://bitsharestalk.org/index.php?topic=27506.0

当然,现在的形势下,新版有没有机会获得足够支持来实施,是另外一个问题。

Online clockwork

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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Deposit和Withdrawal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permissions分级控制、Multi-Hierarchical Flexible Multi-Signature、Memo、白名单和黑名单、User Issued Assets、Decentralized Exchange、Proposed Transactions、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。

VERY well said. I've been advocating promoting the BitShares platform as a blockchain FIRST and FOREMOST  considering some of its killer features compared to other technologies instead of simply as a DEX and stablecoin tool for ages now.

Thanks for sharing that viewpoint.

Offline Yao

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发展智能货币与发展其它生态不矛盾。发展生态的事情从来都没人拦着。

向交易所推广从来都不是妄想。

bsip42有固有缺陷,新版的负反馈方案见这里 https://bitsharestalk.org/index.php?topic=27506.0

当然,现在的形势下,新版有没有机会获得足够支持来实施,是另外一个问题。
蟹哥,本来市场就风云变幻,不可预测的影响因素很多,机制越简单越具有鲁棒性,无论是负反馈还是动态调整MCR,引入了动态变量,结果的不可预知性被不断放大。单纯调MSSR引起的变量最少,市场对于机制可以有明确的认识。

另外,在BTS目前这个市值情况下,锚定精准意义真的不大。
« Last Edit: December 07, 2018, 08:28:51 am by Yao »
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Offline xeroc

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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。
This!

Also, thanks for coming over to the English speaking community! I know there is lots of discussion going on in the Chinese community and I appreciate you going public to the rest of us as well. Thank you!
Give BitShares a try! Use the http://testnet.bitshares.eu provided by http://bitshares.eu powered by ChainSquad GmbH

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当前,除了在cny允许贬值范围内拉升喂价,从而带动现价,走出大面积爆仓区,别无他法。如此多的爆仓,没有人能吃完。

Offline sschiessl

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.

The new release candidate takes one step towards that by introducing a new section: Spotlight (https://staging.bitshares.org/#/spotlight). It is exactly meant for that, I will happily take ideas what to put there!

Anyways, this is only visible to people already in BitShares and not to the outside, but it is a step in the right direction.

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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。


This is what we want, I hope the community vigorously promote other functions such as bsip4

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Great post hitting a key point.

Offline bitcrab

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发展智能货币与发展其它生态不矛盾。发展生态的事情从来都没人拦着。

向交易所推广从来都不是妄想。

bsip42有固有缺陷,新版的负反馈方案见这里 https://bitsharestalk.org/index.php?topic=27506.0

当然,现在的形势下,新版有没有机会获得足够支持来实施,是另外一个问题。
蟹哥,本来市场就风云变幻,不可预测的影响因素很多,机制越简单越具有鲁棒性,无论是负反馈还是动态调整MCR,引入了动态变量,结果的不可预知性被不断放大。单纯调MSSR引起的变量最少,市场对于机制可以有明确的认识。

另外,在BTS目前这个市值情况下,锚定精准意义真的不大。

bsip42有一些缺点,这使得它招致了很多反感。

但不能泼洗澡水的时候把孩子也一起泼出去。

负反馈机制的作用不仅仅在于锚定精准,更在于根据市场调整供需。

前几天的情况表明,即使有了目标抵押率,极端情况下连环爆仓的正反馈依然会起作用,这种情况下如果没有一种对应的机制来在风险可控的范围内扩大供应,智能货币生态会快速衰落。

“机制约简单越有鲁棒性”从没得到过证明。

不说了,随它去吧。

Offline dirnet

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对于改进版的方案我认为是有可行性的,可惜票不够了...

Online binggo

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BISP42有其优点,取其优才是正确方向。

Online zhouxiaobao

BISP42只要稍加限定就是一个完美的方案。1、喂价不低于现价。2、当喂价高于现价时,cny在一定范围内波动时,喂价不调整。3、降低调整的速率。