1. Why has no one explained (Bitcoin) to Buffett and Duan Yongping?
In fact, someone has already tried. A person in charge of an exchange once filmed a dinner with Buffett and introduced Bitcoin and blockchain to the old man at that dinner.
But the result was that the old man remained stubborn and was not impressed.
I don’t think it’s necessarily because they didn’t explain it well, but more of an attitude towards life of the old man. He has reached a world-class level in his field, has his best career, and lives his favorite life. In this state, why must he insist on going to a field he doesn’t like and engaging in an operation he is not good at?
It's like I'm not used to short-term operations and I'm not good at technical indicators, but if someone insists on selling me operations and theories in this area, I will deal with it out of politeness on the surface, but I'm still not interested in that set of operations in private.
In my daily life, including my friends, colleagues and even relatives, very few people know that I still have my own hobbies and operations in the field of encryption. But unless it is absolutely necessary, I never talk to others about my activities in the encryption ecosystem, let alone Bitcoin and Ethereum.
Everyone has his own fate and track. If you are lucky enough to be exposed to the encryption ecosystem and find your own opportunities here, that's of course good, but if you have no chance with the encryption ecosystem and find something you are better at and a more ideal life in another field, it's equally exciting.
2. How do you view the conversion of Matic to POL
Regarding the conversion of Matic to POL, I have shared it in the last online exchange, and the overall feeling is still good.
The most important change in this project is not that the token has changed its name, but that Polygon will become the second-layer extension of Ethereum and the AggLayer that is being built with all its efforts.
Just these two days, I read a report on chain abstraction by Messari. This report mentioned Polygon's AggLayer when analyzing the liquidity of chain abstraction, which gave me a deeper understanding of this project.
Looking to the future, if AggLayer can really become an aggregator of blockchain liquidity as the project party expects, and provide unified liquidity for chain abstraction, then the imagination space is still good.
However, for now, these seem to be relatively far away, because the entire DeFi ecosystem is still lying on the old model of the past, without any innovation. Therefore, chain abstraction does not seem to be so urgent for the current DeFi, and the value of the project may not be reflected.
3. Are there any innovative changes in the DeFi ecosystem?
Recently, I don’t seem to have found any major DeFi innovations, but I saw in Messari’s report that some new exchanges emerging on some second-layer extensions of Ethereum have made great efforts to attract liquidity, and there are also some changes in MakerDAO and the release of Unichain.
I think these "innovations" are at most business transformation or business expansion, and they are not innovations in terms of technology or model.
Here, let me talk about something:
Recently, I have started to spend more time reading Messari’s reports, mainly focusing on some analysis reports on projects and ecosystems. Regarding DeFi, I found that more and more research has begun to focus on discovering the real benefits of projects, rather than simply focusing on token economics (especially token airdrops, inflation, holdings, etc.) as in the past. This method and perspective has become closer and closer to the analysis of stock fundamentals in traditional finance.
This trend is becoming more and more obvious, and is increasingly valued by leading DeFi projects. From another perspective, this also means that at least in the DeFi ecosystem, the era of getting rich by speculating on tokens is gradually fading away from us.