千亿级区块链生态：通往大规模应用之路

Tom Ding@金融科技峰会2017（厦门）区块链应用论坛

Transcript

1. Towards a 100B Blockchain Ecosystem 千亿级区块链⽣生态：通往⼤大 规模应⽤用之路路
2. String Labs Open Protocol Studio + Investor The Decentralized Cloud Quantum Assets Global Mirror Assets PHI Commercial Banking + Stable Currency D F I N I T Y Open Financial Protocols Open Network Protocols http://string.technology
3. String Labs http://string.technology Open Protocol Studio + Investor 
 区块链/密码学计算实验室 Palo Alto, 加州 Timo教授 ⾸首席密码学家 15年年学术经验 Dominic W CTO/总裁 世界领先区块链 架构师 Tom D CEO 区块链⾏行行业 连续创业者 Enzo 资深⼯工程师 数学家
4. Bold Prediction: One or more $100b blockchain ecosystem emerge in 3 -5 years 预⾔言：
 未来3-5年年内出现⼀一个或多个市值千亿美元的区块 链⽣生态
5. First, how should we think about Blockchain? ⾸首先，我们先来谈谈该如何审 视区块链？ 对⽐比狭义与⼴广义区块链认知
6. Weak Blockchain: Distributed Ledger view 弱区块链：只是分布式“账本” * On-chain settlement + off-chain heavy lifting * Extreme redundancy * Limitation is good (e.g. Bitcoin script) * Trusted actors / oracle are necessary “evil” Blockchain = replicated distributed ledger
7. Strong Blockchain: Next-Gen Cloud view 强区块链：驱动下⼀一代云计算和互联⽹网 * Incorruptible software * Massive collaboration * Powering Internet-scale services with million+ clients * Powerful on-chain protocols * Minimally redundant as necessary Blockchain = Internet 2.0 | Next Gen Cloud
8. Decentralized Public Services Mass business services
 weave into fabric of Internet as open protocols STATE MEMORY CPU 互联⽹网的主要商业服务可转化为公共基础协议
9. Root Level Business Reengineering Insurance Financial markets and exchanges Global identity Smart property Internet of Things Electronic medical records Auditing & Compliance Collaborative economy Real Estate & Property Voting & Governance Systems Identity management Legal Intellectual property management Logistics & Asset Tracking urities & Trading Supply chain & Trade finance Customer Acquisition & Loyalty Escrow & Custody services ss-border finance Workforce Digital right Provenan Charity Educat Combine DFINITY with Interoperable Private Cloud Computing Networks 根本上重构价值链 供应链、物流、身份认证、跨国⾦金金融、资产交易易
10. 公共区块链: 下⼀一代互联⽹网 区块链⽣生态 企业区块链： 云计算3.0 供应链⾦金金 融 朔源/ 数据 保真 ⾦金金融结算 银⾏行行票据 Public chain: Next Internet Enterprise Chain: Cloud 3.0 d-Uber d-微博 ⾃自⾦金金融 借贷 去 中⼼心化外 汇交易易 去中⼼心 化市场 …… 智慧城 市
11. How is blockchain better than existing Cloud computing? 区块链⽐比今天的云计算有什什么 优势？
12. Evolution of Cloud Computing 云计算技术的演进 Cloud 2.0 Cloud 1.0 Public Cloud Virtualization Amazon Web Services 阿⾥里里云，百度云 VMWare Source: Networking@Google, AtScaleConference Nov. 2016
13. Cloud Systems are complicated … Using AWS/Amazon 云计算不不应该如此繁复
14. Evolution of Cloud Computing 云计算技术的演进 Cloud 2.0 Cloud 1.0 Public Cloud Virtualization Amazon Web Services 阿⾥里里云，百度云 VMWare Source: Networking@Google, AtScaleConference Nov. 2016 Cloud 3.0 Server-less Compute ⽆无服务器器架构
15. With Special Properties 去中⼼心化云计算：⽆无服务器器，不不可篡改，可校验，永续 ... Unstoppable | no servers to fail Tamperproof | no servers to meddle with Verifiable | know the code you interact with Efficient | pay only what’s executed Interoperability | no server boundaries Shareable | share code and governance
16. With Special Properties ⽆无服务器器，不不可篡改，可校验，永续 ... Unstoppable | no servers to fail Tamperproof | no servers to meddle with Verifiable | know the code you interact with Autonomous & Permanent Software Object 永续软件对象 Efficient | pay only what’s executed Interoperability | no server boundaries Shareable | share code and governance 去中⼼心化云计算：⽆无服务器器，不不可篡改，可校验，永续 ...
17. Crushing Total IT costs HUMAN CAPITAL IT system built on
 traditional cloud e.g. AWS COMPUTATION HUMAN CAPITAL IT system built on decentralized cloud COMPUTATION $$$ $ COSTS COSTS … 将极⼤大减低总体IT成本中最⼤大的⼈人⼒力力和管理理成本
18. What can we learn from mass adoption of Internet? 互联⽹网的⼤大规模应⽤用经验让我 们学到什什么？
19. Deconstructing Rise of the Web 解构互联⽹网的起⻜飞
20. 解构互联⽹网的起⻜飞:: 技术篇 Git Netscape 4 Linux adoption NETWORK BACKEND DEV TOOLS BROWSER Javascript 3 Chrome Firefox Apache MySQL Java PHP OPERATING SYSTEM HTML5 ::Technology Deconstructing Rise of the Web Broadband Internet
21. 解构互联⽹网的起⻜飞:: 技术篇 Git Netscape 4 Linux adoption NETWORK BACKEND DEV TOOLS BROWSER Javascript 3 Chrome Firefox Apache MySQL Java PHP OPERATING SYSTEM HTML5 ::Technology Deconstructing Rise of the Web Broadband Internet Developer experience: Create basic web app on a weekend End User experience: Load web app < 3s 10 min learning curve RESULT
22. :: Public Services 解构互联⽹网的起⻜飞:: 公共基础设施篇 ::Technology Deconstructing Rise of the Web Facebook API PayPal AWS EC2 Google Search INFRASTRUCTURE IDENTITY DISCOVERY PAYMENT OFFLINE LinkedIn S3 CloudFlare Google Maps Yelp Twitter Weibo QQ
23. :: Public Services 解构互联⽹网的起⻜飞:: 公共基础设施篇 ::Technology Deconstructing Rise of the Web Facebook API PayPal AWS EC2 Google Search INFRASTRUCTURE IDENTITY DISCOVERY PAYMENT OFFLINE LinkedIn S3 CloudFlare Google Maps Yelp Twitter Weibo QQ ~$20 to host (vs. $200k in 1999) accept payment < 5 line code RESULT
24. :: Public Services 解构互联⽹网的起⻜飞:: 商业模式与资⾦金金 ::Technology Deconstructing Rise of the Web Banner Ads ~$8b Funding SaaS Advertising :: Venture + Funding 300+ Tech
 IPO $160b Ad Spending $35B VC Investments $17b Ad Spending $14B market $5b market
25. :: Public Services 解构互联⽹网的起⻜飞:: 商业模式与资⾦金金 ::Technology Deconstructing Rise of the Web Banner Ads ~$8b Funding SaaS Advertising :: Venture + Funding 300+ Tech
 IPO $160b Ad Spending $35B VC Investments $17b Ad Spending $14B market $5b market Possible to “Blitzscale” to 100m user in 2 years RESULT
26. Let’s evaluate Blockchain … 现在让我们⽤用这个框架来审视区块链... 技术、公有服务、商业模式和资⾦金金
27. Public blockchain 公共区块链 Augur Alpha 3-6mo learning for experienced dev Immature dev tools Thousands global developers Developers End User Dozens dApps, Limited Quality 20 minutes wait + tiny throughput Theft/Bug Irreversible Loss Wallets 区块链今⽇日状态：技术环境 ::Technology Stack Akasha Alpha WeiFund
28. Enterprise Chain 企业私有链 区块链今⽇日状态：技术环境 供应链 ⾦金金融 Trade Finance 朔 源/保真 Provenan ce ⾦金金 融结算 Settleme nt 银⾏行行票据 Banking 3-6mo learning for experienced dev Immature dev tools Thousands global developers Developers End User Limited performance / scalability (PBFT) No production applications ::Technology Stack
29. Public blockchain 公共区块链 Enterprise Chain 企业私有链 供应链 ⾦金金融 Trade Finance 朔 源/保真 Provenan ce ⾦金金 融结算 Settleme nt 银⾏行行票据 Banking d-Uber d-微博 ⾃自⾦金金融 借贷 去 中⼼心化外 汇交易易 ::Public Services 区块链今⽇日状态：公共/共享服务
30. Public blockchain 公共区块链 Enterprise Chain 企业私有链 供应链 ⾦金金融 Trade Finance 朔 源/保真 Provenan ce ⾦金金 融结算 Settleme nt 银⾏行行票据 Banking d-Uber d-微博 ⾃自⾦金金融 借贷 去 中⼼心化外 汇交易易 ⾦金金融机构
 战略略投资者 Strategic Investors 少量量⻛风险投资机构 Venture Capital $$ $ $ 众筹及协议代 币市场 Protocol Token Market $$ ::Venture & Funding 区块链今⽇日状态：商业模式与融资
31. ::Venture+Funding 区块链：融资与商业模式 ๏ ~10 “Blockchain equity funds” at scale ๏ 10 - 20 small token funds ๏ ~$100M “token crowdfunding” (2016) ๏ Total token market: ~$18B ($2B non-Bitcoin) ๏ Lack clear monetization strategies
32. Where is the blockchain ecosystem heading? 区块链⽣生态下⼀一步展望
33. 展望：⼀一个健壮、闭环的区块链⽣生态 Public Blockchain 公共区块链 d-Uber d-微博 ⾃自⾦金金融 借贷 去 中⼼心化外 汇交易易
34. ::Technology ✓ Massive performance increase ✓ Full private/Public Interoperability ✓ Hacks reversible ✓ Megabyte-level light nodes ✓ Complete privacy (zk-SNARK) 区块链：技术展望(2017)
35. DFINITY: 可实现⼤大规模云计算的公有区块链 100x Faster | Infinitely Scalable Block time “TX finality” (speed) Gas available Average 10 mins varies wildly Average 20 secs varies wildly Average 5 secs low variance 6 confirmations avg. 1 hr 50 confirmations avg. 14 mins 2 confirmations avg. 7.5 secs (100X Ethereum) - - - Low due to Poisson distribution 25-50X Ethereum ( Unlimited scale-out achieved by applying randomness… ) 确认速度超⽬目前以太坊智能合约平台100倍+
36. 展望：⼀一个健壮、闭环的区块链⽣生态 Enterprise Chain 企业链 Public Blockchain 公共区块链 Trade Finance供应 链⾦金金融 朔源/ 数据 保真 ⾦金金融结算 银⾏行行票据 Stable currenc Identit y Asset Exchange IoT d-Uber d- Twitter PHI DeXcha nge
37. 展望：⼀一个健壮、闭环的区块链⽣生态 Enterprise Chain 企业链 Public Blockchain 公共区块链 Trade Finance供应 链⾦金金融 朔源/ 数据 保真 ⾦金金融结算 银⾏行行票据 d-Uber d- Twitter PHI DeXcha nge Stable currenc Identit y Asset Exchange IoT
38. ddd EXCHANGE SMART CITY SYSTEM PRIVATE CHAIN Build Systems Using Shared Services 举例例：智能城市项⽬目可使⽤用公共⽀支付、身份、资产交易易等服务 - Healthcare management - Corporate Registration - Smart Transportation & Parking - Asset Exchange PUBLIC NETWORK PAYMENT IoT IDENTITY EXAMPLE
39. 展望：⼀一个健壮、闭环的区块链⽣生态 Enterprise Chain 企业链 Public Blockchain 公共区块链 供应链⾦金金融 朔源/ 数据 保真 ⾦金金融结算 银⾏行行票据 d-Uber d-微博 ⾃自⾦金金融 借贷 去 中⼼心化外 汇交易易 数字 法币 数字 身份 数字⾦金金融 资产交易易 IoT物联⽹网
40. 展望：⼀一个健壮、闭环的区块链⽣生态 Enterprise Chain 企业链 Public Blockchain 公共区块链 供应链⾦金金融 朔源/ 数据 保真 ⾦金金融结算 银⾏行行票据 数字 法币 数字 身份 数字⾦金金融 资产交易易 IoT物联⽹网 d-Uber d-微博 ⾃自⾦金金融 借贷 去 中⼼心化外 汇交易易 更更多⾏行行业
 战略略投资者 Strategic Investors 专业化区块链 ⻛风险投资机构 Venture Capital $$ $$ $$$ 协议代币众筹 及交易易市场 Protocol Token Market $$$ 收益机制 众筹
41. Building out Blockchain Ecosystem * 区块链定向基⾦金金 * 孵化器器 区块链应⽤用场景 • 供应链⾦金金融 • 朔源/ 数据保真 • 智慧城市 • 可信任慈善 • 扶贫基⾦金金 区块链公共组件 * 身份系统 * 稳定货币 * 数字资产 ⽣生态合作 投资及加速