最近，以太坊基金会Danny Ryan发表的《对以太坊 2023 年关键问题的思考》一文，引起了广泛争议。
Recently, an article published by the Etherm Foundation, Danny Ryan, entitled " Thinking on Ether's Key Issues in 2023 " was widely controversial.
他说：“此时，‘以太坊杀手’（指以太坊竞争对手）在熊市的不确定性中摇摆不定，比特币文化和技术在一片空白中苦苦挣扎，但以太坊却彰显前所未有的强大，我们继续进行建设、完善、思考并产生影响”。
He said, “As soon as the “Etheria Killers” waved in uncertainty in the Bear City, the Bitcoin culture and technology struggled in a vacuum, the Ether was as powerful as ever, and we continued to build, perfect, think and make an impact.”
ETH市值很难超越BTC
The market value of ETH can hardly exceed BTC
很多人称丹尼不能欺负中本聪不能说话，未来牛市一定要从比特币的雄起开始，不要夜郎自大。因此在这个无聊的行情背景下，加密市场抛出了一个老生常谈的话题：下一个牛市，ETH 市值会超过 BTC 吗？
Many say that Danny can't bully Bennett, and that the future cow market must start with Bitcoin’s male, not the night man's ego. So, against this boring background of behavior, the encryption market leaves out an old topic: Will the next cow market, the ETH, be worth more than BTC?
理论上，以太坊是负的通胀率即通缩，且通胀率小于比特币，应该不低于比特币的价值才对。V神也是这样看的，他认为市场没有看懂以太坊。
In theory, the Etherm is a negative inflation rate, that is, deflation, and the inflation rate is less than bitcoin, and should be no less than the value of bitcoin. The same is true of God V, who argues that the market does not understand Ether.
不过，以太坊的复杂度是远远超过比特币的。当前比特币只有储值价值，而以太坊除了储值价值还有生态价值，因此要从两个方面进行评估。先说初步结论：ETH 市值很难超越 BTC，以下是具体分析。
However, the complexity of Etheria is far greater than that of Bitcoin. At the moment, Bitcoin has only a value in storage, and it has an ecological value in addition to the value in storage, so it has to be assessed in two ways. First, the preliminary conclusion is that the market value of ETH is very difficult to exceed the BTC, and the following is a specific analysis.
以太坊赶走矿工，破坏了信用
Expulsion of miners and breach of credit
以太坊改成POS共识，省了电力的同时也失去了成本的门槛，发币规则发生改变，同时赶走了矿工，没有了制衡，破坏了信用。如今，以太坊信用（价值支撑）主要来自生态系统和团队信用。
Ether became a POS consensus, saving electricity while losing the cost threshold, changing currency rules, driving out miners, without checks and balances, and undermining credit. Today, Taiteng’s credit (value-backed) comes mainly from ecosystems and team credit.
比特币的发币规则没有变过，这样积累下来的便是信用。迄今为止，比特币的抗逆性不仅体现在成功击退了外来的攻击，还体现在有力地抵制了任何改变比特币、更改比特币特性的企图。中本聪说过：“比特币0.1的结构贯彻始终”，事实确实如此。
Bitcoin’s rules of currency issuance have not changed, so credit has accumulated. So far, Bitcoin’s resistance has been reflected not only in its success in repelling foreign attacks, but also in its strong resistance to any attempt to change the bitcoin and the bitcoin character.
比特币“躺赢”？
bitcoin's Lie-in-win?
这几年比特币系统就做了一件事：“躺着”。其余的什么都没有做，完全依靠比特币的共识扩散。而以太坊忙活着搞升级、搞生态，仅仅补上了与比特币的差距，与比特币保持同步。
The bitcoin system has done one thing in the last few years: lie down. The rest has done nothing, relying entirely on Bitcoin’s consensus to spread. Instead, the talisman has been working so hard to upgrade and ecologize, closing the gap between bitcoin and bitcoin, keeping pace with bitcoin.
虽然V神团队是除比特币团队之外，对加密货币理解最深的团队，但他们没能理解中本聪为什么消失，也没有理解金融和信用的深刻含义。本来以太坊是有可能与比特币竞争的，但是POS之后失去了支撑价值存储功能的价格底，市场当前给到的以太坊价格，只不过是对创新人员的尊重与敬意。
Although the V Gods are the team with the deepest understanding of encoded currency, apart from the Bitcoins, they fail to understand why Central Hsing disappeared, or the profound meaning of finance and credit. It would have been possible to compete with Bitcoin. But the price base that post-Pos lost its value storage function, and the price that the market currently gives to the market is nothing more than respect and respect for the innovators.
以太坊生态存在“自限性”？
“self-restrictive” with Taiwan ecology?
以太坊一部分价值来自其生态，生态价值上升，会使以太坊的价格上升，不变的交易收费标准，更高的币价，就会造成以太坊系统使用成本提高，从而抑制生态繁荣。这会反过来抑制币价，影响生态的进一步上升，这种现象叫自限性。
Some of its value comes from its ecology, and the rise in its ecological value will increase its price, constant transaction rates, and higher currency prices, which will result in higher costs for the use of its system, thereby curbing ecological prosperity. This, in turn, will discourage currency prices and affect the further rise of its ecology, which is called self-restraint.
目前，有1000多名开发人员在开发以太坊生态系统，不过好不容易解决了一些问题，更高性能需求又出现了，这也是以太坊为何要不断升级的原因。虽然以太坊已经完成了合并和Shapella升级，实现了从POW到POS的转变。但路线图显示，以太坊未来还会有更多的重大升级计划，存在诸多不确定性。
Currently, more than 1,000 developers are developing Ether’s ecosystem, but it is not easy to solve some of the problems, and there is a need for higher performance, which is why Ether’s work is escalating. Although Ether’s merger and Shapella upgrade have been completed, the shift from Pow to POS has taken place.
比特币改变货币，以太坊改变股权？
bitcoinchangesthemoneyandchangesshares?
由于以太坊一再改变发币规则，增加了市场对不确定性的担忧。对此，以太坊必须做出明确承诺，在什么条件和批准程序下才可以改变。1559协议是社区决定，但是今后不再有制衡力量，如何做？要有新的社区程序。
In response, it is necessary to make a clear commitment to change under what conditions and procedures. The 1559 agreement is a community decision, but there are no future checks and balances. New community procedures are needed.
没有了算力制衡，以太坊需要新的制衡力量。V神反对按币表决，因为这样他们团队就是少数，将失去话语权，未来他们或将参照上市公司的AB股制度来进行设计。引用早期比特币开发者的一句话：“比特币正在改写货币，而以太币正在改写股权。”
Without arithmetic checks and balances, the Taiq needs new checks and balances. The V God opposes a currency vote, because their team is a minority, will lose voice, and they will be designing it in the future by reference to the AB stock system of listed companies. Citing the words of the early Bitcoin developers: “Bitco is rewrited, and it is rewrited equity.”
不仅如此，以太坊应用 Gnosis 共同创办人Martin K?ppelmann指出，目前以太坊网络有 7 个主要参与者，掌控三分之二质押权。这里最大的问题是，这些实体分分钟会被政府监管。而解决这个问题，需要出现真正的分布式个人云系统，而不是公有云系统。
Moreover, Gestapo, co-founder of Gnosis, Martin K. Ppelmann, pointed out that the network currently has seven major players in control of two-thirds of the pledge rights. The biggest problem here is that these entities will be kept under government supervision every minute.
总结
一路摸索前行，是以太坊和比特币最大的区别。对于理想主义者来说，希望为人类贡献最大的力量，这是非常值得尊重的，市场对于以太坊团队的探索给予了理解。不过目前来看，以太坊面临的问题越来越多，在江湖地位上，应该很长时间都难以超越比特币。返回搜狐，查看更多
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