Source: Dao Shuo Blockchain
1. What do you think of Ethereum’s ZK L2 system TAIKO, which is also supported by Vitalik?
I had some understanding of this project earlier, but I haven’t paid much attention to it since then. Overall, I couldn’t see its characteristics clearly, so I didn’t pay much attention to it. Also, due to my limited time, energy, and financial resources, I didn’t participate in this project. Vitalik often mentions various projects in his articles, and some people may think that this is his endorsement of these projects, but I don’t see it that way. I think sometimes he is just evaluating a project purely from a technical perspective. There are many such cases in his articles. For example, a long time ago, the Loopring team used ZK technology to create a decentralized exchange. At that time, Vitalik mentioned this exchange on various occasions. From a technical perspective, I think this exchange was indeed very advanced in the context of that time, and it was probably the first decentralized exchange to use ZK technology at that time. From a technical point of view, it is appropriate for Vitalik to mention it, and his purpose is clear – to promote and encourage the widespread use of ZK technology in the Ethereum ecosystem. But I did not buy the tokens of this exchange because at that time the ZK technology was still immature, and that exchange had significant limitations in terms of scalability, and it was clearly unable to compete with Uniswap. Whether a project can develop and thrive depends on many factors, and technology is just one of them. So, I think it’s important to study and understand the projects mentioned by Vitalik, especially in terms of technological foresight and guidance. But when it comes to whether to participate in the projects he mentions, one should make an independent judgment.
2. Why does this bull market feel so difficult?
I think it all depends on how you define a bull market. According to my standards, a new bull market has not arrived since the collapse of the previous one, because Bitcoin and Ethereum have not both reached new all-time highs (only Bitcoin has surpassed the previous historical peak). Past bull markets generally arrived about half a year after Bitcoin halving. If we look at it according to the historical patterns, then this round of bull market may not arrive until after October this year. It’s only June now, so there’s no need to worry, and there’s no need to feel that this round is particularly difficult to endure. As always, we need to be patient before the bull market arrives.
3. It’s been ten years since Li Ka-shing left the mainland. Now it seems that he left too early or too late?
Mr. Li Ka-shing is a senior businessman whom I admire. I don’t like to comment on such a senior figure with the prevailing emotional viewpoints on the Internet. I have always believed that as long as one abides by the law and donates a lot to charity, there is nothing to criticize. With just this point, Mr. Li has made more contributions to society than most people could in a lifetime. Earlier, I saw a piece of news online: in February this year, officials from Mr. Li’s hometown visited him in Hong Kong. The details mentioned in the foreign news reports that Mr. Li replied very politely (in essence): as long as there is an opportunity, Mr. Li will definitely do his best for his hometown and country. I think this statement already clearly indicates Mr. Li’s own view on whether he left the mainland too early or too late.
4. How is AMPL?
I bought this token in the last bull market, and I also received its governance tokens airdropped for providing liquidity, so it left a deep impression on me. But as the last bull market approached its peak, I sold all of it. I haven’t seen any particularly innovative points or new directions for the project since then, so I haven’t bought it again and gradually forgot about this project.