▌一、
一哥们，人很好，但对股市真的水土不服。做股票近十年，成功把本金从数千万做成了数百万。
Dude, he's nice, but he doesn't like the stock market. He's been in stock for almost a decade, and he's succeeded in making the capital from tens of millions to millions.
但最近他满面春风出现了，散财童子一样，低调且近乎随意地开始了风险投资：四处问谁要钱，这个创业公司丢一、两个亿，那个创业公司丢一、两个亿，都是真金白银。
But recently, he showed up, and, like the strong kid, he began risk-based investments with a low profile and near randomness: asked who wanted the money, the start-up company lost one or two billion, the start-up company lost one or two million, and the start-up company lost 100 or two million, all real gold and silver.
我非常清楚他过去的家底，问哪来的钱？此君甚是轻描淡写地坦诚回答：发代币发的。三个月发了两个ICO，一个募集了3个亿，一个募集了20个亿，都是短时间超募，回头我送你几个我发的币。
I know very well where he came from, asking where he came from. This is a very modest and frank answer: "It's for coins." Two ICOs for three months, 300 million for one, 2 billion for one, short-term overfunding, and I'll give you a few of my coins.
据说这正是国内币圈“创业公司”现在的套路：
is said to be the current modus operandi of .
1、币圈ICO老司机领进门学习套路；
2、外包技术、白皮书；
3、找大佬站台；
4、联系海外基金会、注册公司、律师认证等；
5、私募；
6、巨额交易费谈妥交易平台；
7、打点媒体刷一波宣传；
8、上线发币；
9、坐庄操作价格；
10、收割韭菜；
11、向境外转移财富，走向人生巅峰
> ;
;
; >br/> ;
; looking for Grand Man's Station;
> >br/ > > ;
> > ;
>br/> > > >br/> > >br/> > >br/> > >br/> > b/ > > > b/ > > > b/ > > > b/ > b/ > > > > transactional platform for large transaction costs;
> b/ > > b/ >, b/ < b/ > > > >, < b/ b/ > > >, > > > >, > > b/ b/ > > > > > > > > b/ b/ > > > > > > > > > > > > b/ > > transfer of wealth and < b/ < b/ > > > > > < b/ > > > > > > < b/ > > > > > > > < b/ > > > > > > > > > > > > > > b/ b/ b/ > > > > > > > > > > > b/ > b/ b/ / / > > > > > / / > > / / > > > > > > > > > > / b/ b/ / / > / > > > > > > > > > > > > > > > / > >
（某ICO白皮书里的团队介绍，懒惰到了直接百度一个老外充数）
▌二、
此君只是币圈造富神话的一个小案例。事实上，类似他这样投身（机）币圈，然后极短时间捞到中国绝大多数家族数百年也积累不起来的财富的，是一个批量的群体。 The King is just a small case of currency-making myths. In fact, a group of people who, like him, have gone into a business like this and then, in a very short time, recovered the wealth that most of China’s families have accumulated for centuries. 福布斯近日发布了首个“虚拟货币”领域富豪榜(加密货币净资产)，我们看到了瑞波CEO、Coinbase老大、V神、比特币基金会创始人、BM、BB等熟悉的身影，其中Ripple 创始人 Chris Larsen排名第一，以太坊联合创始人 Joseph Lubin排名第二： Forbes recently released the first “virtual currency” rich man's list (encrypted net monetary assets), and we have seen the familiar presence of Rippo CEO, Coinbase, V God, the founder of the Bitcoin Foundation, BM, BB, and so on, where Ripple Founder Chris Larsen ranks first, and the co-founder Joseph Lubin ranks second: 而华人有一位闯入了前三。出乎意料的是，此人不是发代币的“畅销书作家”李笑来，不是卖挖矿机的比特大陆CEO吴忌寒，而是为数字货币开“交易所”的币安网CEO赵长鹏： And one of the Chinese broke into the first three. Unsurprisingly, this man is not a pro-money “best-selling writer” Li laughter, not a miner, the CEO Wu Xianxian of the Pitt continent, but a “exchange” for digital money, the CEO Zhao Changping: （登上福布斯封面的赵长鹏） (CHO Chang Peng on the cover of Forbes) 撇开福布斯数据的可靠与否，我们看到的是这样一个财富转移速度：赵长鹏这个华人程序员，从创建币安（Binance）平台到大富大贵，仅仅只用了6个月时间！ In spite of the reliability of the Forbes data, what we see is a rate of wealth transfer: the Chinese programmer, Zhao Chang Peng, took only six months to create the Binance platform! 玩币圈捞钱，不外乎以下三个主流玩法：
1、发代币。也就是所谓的ICO，基本类似股市的IPO，来钱快，规模大，搞定一单发行，少则几个亿，多则几十上百亿，轻松到手。但路径长一点，过程复杂点，这是李笑来等绝大多数“币圈创业”者的玩法；
2、卖挖矿机。这个算是给挖金矿的人卖铁锹和水，是有一定技术含量的比特大陆CEO吴忌寒等人的玩法。以目前月出货量上百万台（业内人士透露），每台毛利不低于一万考量，月毛利几十亿轻而易举，其聚财速度丝毫不亚于发代币；
3、开交易所。这个不同于深交所、上交所这样官方背书并承担连带责任的交易所，目前所有的虚拟货币交易所就是民间个人自己开设的一个网站而已，无需任何人批准，开发上线，有人用，就OK，这是币安（Binance）网、火币Pro站、OKEX，和BitStar等的玩法。以赵长鹏的币安（Binance）网为例，一天24小时不间断交易，一天成交不低于61亿美元（据 Coinmarketcap数据），双向不低于千分之一的手续费计，日入金也在近亿元级，这还不算每单ICO可观的上市费用，以及做市商费用。
; mine machines. , basically like the IPO of the stock market, is quick in money, large in size, with a single distribution of hundreds of millions, many hundreds of millions, easy in hand. But the path is a bit longer and complicated in terms of the vast majority of `bank entrepreneurs' ;
br/ > ; , basically like the IPO of the stock market. >, a little bit of technology for gold miners, a bit of iron and water, a few billions of dollars, a lot of money.
无论哪种玩法，都有一个共同的特点：来钱速度，快得都堪称恐怖。
has a common feature: money comes at a speed that is scary.
他们的财富绝大多数要么刻意低调隐瞒，要么转移海外，我们表面看到的，只是冰山一角。以数字货币今日总的体量以越来越多的民间（韭菜）参与者（币安网每周新增数百万用户，仅在今年1月10日的一小时内，就有24万人注册，平台不得不暂时关闭注册通道），很多玩币圈的业内人士都已心照不宣默认这样一个事实：世界首富，以及中国首富，早在2017年底就已易主。
The vast majority of their wealth is either deliberately hidden or transferred abroad, and what we see is only the tip of the iceberg. The total size of the digital currency today is growing with a growing number of private participants (the money net adds millions of users a week, and within an hour on January 10th this year alone, the platform has to temporarily close its doors), and many insiders of the currency
剔除农民起义这种“打土豪，分田地”暴力剥夺财富的非正常时段，人类史上从没在未增进整体劳动生产率，未创造新增财富的和平时期，仅仅通过存量财富的转移（诈骗），而实现整个社会阶层在如此短时间内、如此大规模的结构转换。
"Strong" removes the irregular period of the peasant uprising, which is a violent deprivation of wealth, and human history has never seen a transformation of society as a whole on such a large scale and within such a short period of time, merely through the transfer of wealth from stock (fraud) without increasing overall labour productivity and creating new wealth.
问题在于，从政府到民间，我们到底应该怎样看待和应对这种暴风骤雨式的财富转移与阶层转换？
The question is, from government to civil society, how should we view and deal with this storm-style transfer of wealth and class shift?
请记住我在前面的文字里字斟句酌选用的那个词：财富转移。
Remember the word I used in the previous text, which I used at my discretion: the transfer of wealth.
▌三、
,
技术本身并不可耻——这句话是被乐视送进监狱的快播CEO王欣说的。
technology is not in itself shameful — this is said by the fast-tracking CEO Xin, who is seen as being sent to prison.
（刚出狱的王欣受到互联网圈的热烈欢迎）
(Hong Xin, who has just been released from prison, is warmly welcomed by the Internet)
这句话用在区块链上，依然成立——尽管我至今还没有完全搞懂区块链，但我相信这是一个有可能改变或者颠覆很多东西的技术架构。而技术本身并不可耻。
This sentence, which is used on the block chain, is still in place — although I have not yet fully understood the block chain, I believe it is a technological structure that could change or destabilize much. Technology itself is not shameful.
但如果你打着“改变人类的技术”之名，去行坑蒙拐骗之实，那就不是可不可耻的问题了，而是罪与非罪，进不进监狱的问题。
But if you go to the pit to hide the truth in the name of “the technology of human change”, then it is not an shameful matter, but a question of guilt and sin, and of not going to prison.
截至目前，区块链最成功的落地应用就是比特币、以太坊等数字货币——问题在于，目前99.99%的数字货币，都是如假包换、有去无回的骗局。
So far, the most successful applications of block chains have been digital currency such as Bitcoin, Etheria - the problem is that 99.99% of the current digital currency of 区别是不是骗局，有一个最简单的办法：只需要看这个“货币”是挖出来的，还是发出来的。 There's only one simple way to make the difference between "strong" and "strong": to see if the "money" is dug up or sent. 其实从技术上分析出各种Token（代币）的性质并不难。基于区块链架构以及POW（工作量证明机制）共识机制挖出来的币，例如说比特币，莱特币，以太坊等，它们具有分布式去中心化的特点，这些纯PoW证明的币种，因为有矿工的参与，算力（币）越多拥有越多，财富越多，创始人并自己也需要去挖才能得到币，其并未借币融钱，也没有权利改变未来的发展之路，操控它们的难度也极高。因此挖出来的币，其本质还是一个交换中介和工具。 It is not difficult to technically analyse the nature of the various Tokens. is based on the block chain structure and the Pow (Credit of Work) consensus mechanism , such as Bitcoin, Letcoin, Etheria, etc., which have distributed decentralisation features, and these pure PoW-certified currencies, because the more the miners are involved, the more the money, the more the wealth, the founder and the need to dig to get the currency, it does not borrow the money, it does not have the right to change the course of future development, and it is extremely difficult to manipulate them. 但没有采取分布式账本的伪币（空气币）则不然。空气币的发行（ICO）与股市的IPO没有任何本质区别，币就是发币团队用来圈钱的一个工具——区别在于，股市IPO的每一股股份，对标的是上市公司业已存在的实物资产，而代币对标的“资产“，只是发币团队的一个idea，或者叫空气。 But it's not the counterfeit currency (air currency) that does not take a distributed account book. The issue of air currency (ICO) is not fundamentally different from the IPO of the stock market. 如果有人说卖空气给你，你肯定骂他是神经病。于是他们换了一个叫法，不是空气，而是空气币——于是民众趋之若鹜。 If someone says they sell air to you, you're gonna call him insane. So they change the name, not the air, but the air currency -- so the people are coming. 区块链的核心是去中心化，但代币的发行，恰恰回到了一个中心化的发行主体。与现实世界法币的唯一不同是，法币（比如人民币、美元）是由政府暴力机器背书的中央银行发行的，而代币是由一个头脑里不知是充满了马斯克狂想主义，还是就为了赤裸裸骗钱的个人发行的。 The core of the `strung' block chain is decentralized, but the issuance of the token is back to a central issuer 简单点说：挖出来的币（比如比特币）是有其存在价值的。而但凡发出来的币，99.99%都是骗局无疑。 "strange" simply says: "Excavated currency (e.g. bitcoin) has its worth in existence. But 99.99% of the money that comes out is a scam. 上周股市暴跌时，币安网CEO赵长鹏“颇有深意”地转发了一条推特：“美国股市上周市值蒸发1万亿美元，这比所有虚拟货币总值还高。”赵长鹏的跟评是，“就这样还有人鼓吹’比特币是泡沫’。我觉得真正的问题是，‘股市和比特币，谁才是泡沫？’” Last week, when the stock market collapsed, the currency net CEO Zhao Chang Peng “deeply transmitted a tweet: “The US stock market evaporates $1 trillion last week, which is higher than the value of all virtual currencies.” Zhao Chang Peng's comment is, “There's so many people advocating that 'bitcoin' is bubbles.” I think the real question is, “The stock market and Bitcoin, who is bubbles?” 赵长鹏其实误解了市场的意思：至少于99%的空气代币而言，它们是无权叫泡沫的。 Zhao Chang Peng misunderstands the meaning of the market: they do not have the right to call foam for at least 99 per cent of air tokens. 换句话说，有实体资产对标的股票，估值过分时能叫泡沫。根本没有实体资产对标的空气代币，与泡不泡沫已无关，而是骗局。 , in other words, a real asset against a target stock can be called foam when it is overvalued. There is no real asset against a target air token. It has nothing to do with bubbles. It's a scam . ▌四、 , 既然是再明显不过的骗局，为何还有这么多人自愿入瓮？ If it's an obvious scam, why is there so many people who volunteer? 道理很简单，大家都在骗，不参与就完全没机会。 The simple truth is that everyone is lying and has no chance at all without participating. 更何况还有比特币这种7年655万倍的惊世骇俗涨幅案例摆在面前，穷怕了的国人被刺激得嗷嗷叫是必然的： In addition to the dramatic 6.55 million times the number of times the number of times the number of times the number of strongs in seven years in Bitcoin, it is inevitable that the fearless nation will be stunned: 至于比特币会不会一个月跌去60%，则不在他们考虑范围之内了——认赌服输，万一运气好，赢了呢？好在中国人都没有宗教信仰，并不在意来世——反正迟早都会死的： As for whether Bitcoin would fall by 60% a month, it would be out of their minds -- in case of luck, winning? At least in China, there is no religion, no concern for the next world -- sooner or later: 问题在于，韭菜可以这么想，但这事，对一个国家、一个社会，到底意味着什么？ The question is, what does it mean to a country, a society? 人类历史上，金融骗局多了去了。1637年的郁金香狂热、1720年的南海泡沫、近在眼前的P2P骗局……，这与人性的贪婪有关，随他去吧。抓人之说，过了。 In human history, there have been more financial scams. The 1637 tulip fever, the 1720 South China Sea bubble, the near-behind P2P scam, which is linked to human greed, let him go. Arrest him, by the way. 但如果不抓人，整个江山没了呢？ But if you don't arrest him, the whole river is gone? 这绝非危言耸听，而是基于代币的几个基本特征： This is not a matter of alarm, but is based on several basic characteristics of the token:
1、99.99%的代币是集资骗局无疑。因为它并不创造新财富，只是实现了对存量财富的掠夺与转移；
2、这种存量财富的转移，其规模与速度，都远超P2P这样的“小儿科”——ICO抢钱者汹涌而入，国内几个大一点的“交易所”排队等着上市的代币都高达数千个，一个大一点的“交易所”日手续费圈钱也可轻松过亿——所谓的“币圈一天，人间一年”；
3、绝大多数这些被轻松转移（掠夺）而来的存量财富，将一去不回——没有几个ICO的人是真想去做什么实业的，要么被转移出境，要么被无效挥霍。
strung>, the transfer of this stock of wealth on a scale and at a speed that goes far beyond the P2P “baby unit” — ICO looters enter, several larger “exchanges” in the country are waiting for thousands of bills to come to the market, and a bigger “exchange” daily fee can be easily removed from the hundreds of millions — the so-called “currency ring for one year”;
strong > 3, the vast majority of these stocks that are easily transferred (scavenging) will not return to — few of the ICO's really want to do what they do, or will be transferred out of the country, or will be wasted.
对任何一个国家而言，财富和资本的积累都是艰难的，而代币的以上特征，对国家而言，就是一个巨大的资本吞噬黑洞，且流失速度以天计，以小时计：
The accumulation of wealth and capital is difficult for any country, and more than the characteristics of the token of
1、如果ICO圈的钱来自实业或者富人，则直接侵蚀实体资产负债表，减少整个社会的投资额；
2、如果ICO圈的钱来自韭菜或者穷人，则直接破坏居民资产负债表，减少整个社会的消费额；
br/>2 Direct destruction of the population's balance sheet and reduction of consumption in society as a whole if the ICO circle comes from pickles or the poor;
/blockquate>
这种资本吞噬黑洞，将悄无声息、大规模、高速度、不可逆地持续抽走社会的总需求——这对转型举步维艰、脚步踉跄的中国经济，是不可承受之重。如果置之不理，完全可能把中国这架本就千疮百孔的大船拖入黑暗的深渊。
Such capital devours the black hole and will be silent, large-scale, high-speed, irreversible and persistently diverting away from the general needs of society – an unaffordable weight to the economy of China, which is struggling with its transformation. If ignored, it could well drag the Chinese ship into the dark abyss.
好在监管层已经有所动作。2017年9月4日，监管将ICO直接定性为“非法公开融资行为”，并正式叫停。ICO落荒而逃，很多项目不得不退币清场。但ICO产业链迅速从国内腾挪至国外，甚至发展得比原先“更好”，本出海渡劫的ICO 却“飞升”上仙。没有了监管的大锤，参与者走向一个更加自由，也更加疯狂的世界。代投跑路，平台监守自盗，没有节操的甚至直接坐庄......鱼龙混杂的交易所、发币机构换上新马甲，继续大发其财，代币滥发和诈骗混杂其中，私募代投行为开始在QQ群、微信群和朋友圈上演，圈内稍有影响的带头大哥，受某个币种所在团队的请托，只需拉个微信群，就能“对韮当割”，原来公募占80%份额，私募占20%的ICO，出海之后结构颠倒，多数项目，私募达到了80%的比例，而这些私募对象，相当多仍是中国人....
But the ICO's industrial chain quickly moved from home to abroad, even developed more “better” than before, and the ICO's “stewardship” began to rise up in the QQ, micro-credit and friends' circles. Without the regulatory hammer, participants moved to a more freer and crazier world.
更关键的是，这会影响主权权威，侵蚀整个传统金融架构。
What is more crucial is that it affects sovereign authority and erodes the entire traditional financial architecture.
空气代币市场的混乱，必然冲击现有的证券市场构架与制度设计。如果放任其发展，下一步会衍生出令人眼花撩乱的金融品种与交易市场，将很快颠覆几乎主权货币具有的所有交易市场与品种制度设计框架。
The chaos in the air currency market is bound to affect the existing securities market architecture and system design. If
如果不加以监管，这无疑是悬在国家主权上的达摩克利斯之剑，放任其在海外的发展，等同于将国家的经济主权拱手让人，这和将守卫我们故土家园的军队送与乱匪并无二至。
If it is not regulated, it is undoubtedly the sword of Damocles, which hangs on the sovereignty of the State and allows its development abroad, amounting to the handing over of the economic sovereignty of the State to the people, which is no different from the sending of troops to guard our homeland from the bandits.
这轮借代币ICO疯狂分钱的闹剧，与疯狂设局的人扮演的角色密不可分，擒贼先擒王！率先设局的人应该在局终之际率先付出代价，而不是于骗局之外，逍遥法外。
This round of crazy ICO-distribution drama is inextricably linked to the role played by the crazy set-ups, who are the first to capture the king! The first set-ups should be the ones who pay the price at the end of the game, not the ones who go free from the scams.
借用雷布斯的话：少一些胡来的人，大家都可以专心做事。
"Strong" borrows the words of Rebs: "We can all focus on our work without a few thugs."
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