2023年4月28日

风险投资家讨论non-ZIRP货币政策,重新启动加密的市场结构和为什么庞氏泡沫总是破灭。更新2023年4月28日下午9点54分起飞UTC Haseeb库雷希蜻蜓的共识(伤风/ CoinDesk)更新2023年4月28日,2023点9点54分起飞。UTC Haseeb库雷希蜻蜓资本管理合伙人,well-watched加密风险公司的主持人密码最好的播客之一,“砧板。“都是角色他需要平静和镇静。在Terra的惨败之后,库雷希最清醒的一篇文章写了关于区块链崩溃的原因。FTX之后,他将播客伙伴——包括蜻蜓的同事托马斯•施密特挑战的塔伦Chitra和复合创造者罗伯特·莱施纳——做一系列的信息集FTX秋天。VC,库雷希敏锐的先见之明,但都受到所有人类共享相同的问题:无法预见。这篇文章是摘自该节点,CoinDesk每日综述最关键的故事在区块链和加密消息。你可以在这里订阅得到完整的通讯。不过,当涉及到理解当前时刻加密或多或少他是无与伦比的。或者,至少,他不害怕有点反向。在2023年达成共识,比如,库雷希认为CertiK,审计公司声誉好坏,是犯了一个错误,提供补偿受害者的梅林,分散金融(挑战)协议CertiK最近审计。 “This is explicitly insurance,” Qureshi said, arguing that if this move is repeated it would push premiums for audits without necessarily improving their accuracy because firms would expect to have to make payouts. CoinDesk caught up with Qureshi to talk about the state of crypto venture capital, the regulatory environment and why Ponzi schemes will always collapse. How has your investment thesis changed in a non-ZIRP [zero interest-rate policy] environment? The biggest change has been the demand for [decentralized finance]-sourced yield. This was a big theme of what made DeFi attractive in a ZIRP environment. Now the appetite for risk has totally changed, so in order to gain traction with consumers, you have to do more than just create synthetic high-yield products. You've said in the past that one of crypto's particular selling points is permissionless innovation. Are there emerging trends that have developed this past year that you didn’t see coming. Nope, I predicted everything perfectly. I also knew you would ask this question. Don’t you have a hot take on the Cosmos ecosystem? The Cosmos community is an army of generals. A community founded on the basis of radical independence from other chains is, unsurprisingly, unable to agree on stuff. Following FTX there have been numerous calls to rethink crypto's market structure. Are there ways to redesign centralized exchanges (like separating trading from custody or adding a centralized clearing house) that you'd support? Separating trading from custody is the obvious one. Prime brokers like Hidden Road and FalconX are already facilitating this. Post-FTX (and post the Binance Commodity Futures Trading Commission suit), institutional players are no longer comfortable facing risky exchanges directly and taking on counterparty risk. In that regard, we'll see the same disaggregation of financial layers that you see in [traditional finance].