秉承长期的思考方式，也许短期并没有什么不同，但是如果拉长时间看，一定会有巨大的差异。长期的思考方式非常适合于发现早期投资机会，因为当我们的注意力放在长期的时候，就会自然关注到未来三年的机会，就会对早期投资项目比较敏感。
我们就会有更多的机会捕捉到早期投资机会。当我们有意识地进行长期思考的时候，我们会发现竞争对手远没有那么多，很多时候我们可以很从容地去捕捉这些投资机会。
Some suggest that ethereum's staking ratio will increase significantly to be in line with other PoS L1's, but some believe that if the ratio is too high, it will do more harm than good to $ETH, and therefore propose burning MEV to lower staking APR.
I disagree with this suggestion.
Now the pledge of ETH is only about 15%, which is actually very low. This conclusion can be drawn no matter from which point of view. The pos mechanism essentially uses capital to ensure the safe operation of the blockchain, and is a collateral to ensure safety. The higher the amount and amount of collateral, the more secure the entire blockchain will be.
Ethereum, as layer1, is the security layer of all projects built on it. As a security layer, its biggest responsibility and role is to ensure security. The most direct way to ensure security is to increase the pledge rate through decentralization. There is no other more direct and easy-to-use method. You can understand that now only 15% of tokens are used to guarantee 100% security, which is obviously not safe enough. At least the pledge rate must be more than 50%.
What are the disadvantages of too much eth being pledged? I can't figure it out. Because now through the lsd agreement, the pledged eth can obtain liquidity, and now it can be withdrawn, and it is very convenient to hope to regain liquidity. Those who want to continue to pledge can continue to pledge, and those who want to obtain liquidity can release their pledge.
Therefore, I hope that the pledge rate will reach 30% within one year, and at least 50% within three years. Moreover, it is invalid to reduce the pledge rate by destroying mev to reduce the pledge rate. Because in the future, income can be superimposed through re-pledging platforms such as eigenlayer, or income can be increased through defi operations.
mev revenue is a reward for participating in layer1 security construction, why should it be destroyed? It's a bit baffling.
一些人建议ethereum的质押比率将显着上升，以与其他 PoS L1 保持一致，但一些人认为，如果该比率过高，它对$ETH弊大于利，因此建议销毁 MEV 以降低质押 APR .
我并不赞同这个建议。
现在ETH的质押大概只有15%左右，其实是非常低的。不管从哪个角度来讲都可以得出这个结论。pos机制本质上是用资本来保障区块链的安全运行，是保障安全的抵押品。抵押品数量和金额越高，则整个区块链就会更加安全。
以太坊作为layer1，是构建在其之上所有项目的安全层，作为安全层，最大的职责和作用就是保障安全。而保障安全的最直接做法就是通过去中心化的方式增加质押率，没有其他更加直接和好用的办法了。你可以理解，现在只有15%的代币用来保障100%的安全，显然是不够安全的。至少也要把质押率做到50%以上才行。
过多的eth被质押有什么坏处？我想不出来。因为现在通过lsd协议，被质押的eth是可以获得流动性的，而且现在可以取款了，希望重新获得流动性也非常方便。那些希望继续质押的人就继续质押，希望获得流动性的人就可以解质押就好了。
所以，我希望质押率在一年之内要达到30%，在三年之内至少要达到50%以上。而且通过销毁mev来降低质押收益率，从而降低质押率的做法是无效的。因为未来可以通过eigenlayer这样的再质押平台进行收益叠加，或者通过defi操作来增加收益。
mev收益是对参与layer1安全建设的奖励，为什么要销毁？有点莫名其妙。
The validator re-pledges through EigenLayer, and can obtain the reward income of the agreement that needs verification service, which is most likely to be the token of each agreement. Through staking, a win-win situation can be achieved, the agreement party can achieve higher security at a lower cost, and the validator can obtain more staking income.
validator通过EigenLayer进行再质押，可以获取需要验证服务的协议的奖励收入，大概率是各个协议自己的token。通过在质押可以实现双赢，协议方可以实现以较低成本获取较高的安全保障，而validator可以获取更多质押收益。
EigenLayer may become the security layer of various protocols, middleware, side chains, rollups, oracles, and cross-chain bridges in the future. The security comes from the re-staking of ETH that has been staked to Ethereum.
EigenLayer may become the security layer of various protocols, middleware, side chains, rollups, oracles, and cross-chain bridges in the future. The security comes from the re-pledge of ETH that has been pledged to Ethereum.