加密信仰 - 着眼于真正的大航海时代

中本聪造了第一艘诺亚方舟，这艘“诺亚方舟”的定位是，当主流金融系统出现问题或者崩溃时，又或者有中间受信第三方作恶或者出问题时，这艘船作为PLAN B，也能载人。但实际情况是，虽然已经栽了不少人，这艘船目前并不能开得快并且油费巨大。

由于这台诺亚方舟停泊在公海上，所以它的第一个应用自然而然变成了一个管不到和收不到税的赌场，有人看到了机会，类似币安们的船夫们就把赌客运到了这艘船上，甚至自己也造了艘。

渐渐的，大家都来公海上搞赌场。水涨船高的时候大家很开心，什么样的船都能承载，过去十几年，基本上都在涨水，偶有退潮，但基本上一浪接着一浪。

其实大家也都看得到局限，比如Vitalik 提出说，这船不能只停在那里做赌场，还得能开起来，油费也得足够便宜，否则无法承载大规模高频使用，同时最好船上就是一个小社会，Network State之类，社会功能要搭起来。于是基于以太坊的技术方案，各种央行，银行，证券公司，外汇机构，纷纷建设起来，不过还是金融功能的居多，偶尔有人搞搞艺术搞搞公益众筹啥的。可是，以太坊这艘船依旧开的不快，虽然也有其他类似的船能开的比较快，但是那些船上没什么人，因为总有漏洞或者船身不稳，大家不怎么敢去，偶尔就是上去领个入驻奖励就立马下船了。

最近公海附近的国家的政府开始派人来收税和管理了，不服的还得炮火轰你，原本在船之间做物流生意的物流船都撤了一大波，导致那些小诺亚方舟们都没客人了。Vitalik 也在这一刻再次强调了，我们必须尽快将船开起来且油费便宜，上船的梯子一定要简单方便可靠，这样才能真正开起来。

其实公海边的政府过来打击也不是说他们很强，他们自己因为十几年的债务问题，陆地上也快火山喷发了，只不过他们还在做最后的疯狂。但是公海上的“诺亚方舟”们，如果继续做赌场，那么虽然总有客人来来去去赚钱亏钱，却也无法承载起一旦火山喷发所来的海啸和新的船客。所以，船必须尽快能够高效安全的开起来，真正做到为船客大批量上船的诺亚方舟。

这就是我们 Generative Ventures 的投资主题：让诺亚方舟好好开起来，着眼于真正的大航海时代。

Here is the English translation: (by AI)

Belief of Crypto - Focusing on the Real Age of Discovery

Satoshi Nakamoto built the first Noah's Ark. The positioning of this "Noah's Ark" is that when the mainstream financial system has problems or collapses, or when intermediate trusted third parties do evil or have problems, this ship can also carry people as Plan B. But in reality, although many people have been planted, this ship currently cannot sail fast and the oil costs are huge.

Because this Noah's Ark is docked on the high seas, its first application naturally became an unregulated casino that could not be taxed. Someone saw the opportunity, and shipmen like Binance took gamblers to this ship, and even built their own.

Gradually, everyone came to the high seas to run casinos. When the water rose, everyone was very happy, and all kinds of ships could bear it. Over the past ten years or so, it has basically been rising water, with occasional ebbs, but basically one wave after another.

In fact, everyone can also see the limitations. For example, Vitalik proposed that the ship cannot just stop there as a casino, it must be able to sail, and the oil costs must be cheap enough, otherwise it cannot withstand large-scale high-frequency use. At the same time, the ship itself should be a small society, something like Network State, and social functions need to be built up. Therefore, based on Ethereum's technical solutions, various central banks, banks, securities companies, and foreign exchange institutions have sprung up, although most are still financial functions, occasionally someone does art crowdfunding and public welfare crowdfunding. However, the Ethereum ship still does not sail fast. 

Although other similar ships can sail faster, there are not many people on those ships because there are always loopholes or the hull is unstable, and people don't dare go there. They just go up occasionally to receive a resident reward and then immediately get off the ship.

Recently, governments of countries near the high seas have begun to send people to collect taxes and manage. Those who do not obey will be bombarded with artillery. The logistics ships that used to do business between ships have withdrawn in large numbers, causing those small Noah's arks to have no customers. Vitalik once again emphasized at this moment that we must speed up the ship as soon as possible and make the oil cost cheap. The ladder to board the ship must be simple, convenient and reliable, so that it can really sail.

In fact, the governments of the neighboring countries coming to crack down are not very strong. Due to debt problems over the past ten years, the land is also about to erupt like a volcano. They are just doing the last madness. However, if the "Noah's Arks" on the high seas continue to operate casinos, although there will always be guests coming and going to make money and lose money, they will not be able to withstand the tsunami and new passengers that will come once the volcano erupts. Therefore, the ship must be able to sail efficiently and safely as soon as possible to truly become a Noah's Ark that can accommodate a large number of passengers.

This is the investment thesis of our Generative Ventures: Let Noah's Ark sail well and focus on the real age of discovery.