华夏时报（chinatimes.net.cn）记者冉学东 见习记者 王永菲 北京报道
Reporter of Chinatimes.net.cn. Xiaodong, journalist Wang Yongfei, reported in Beijing.
陈道明在《无间道》中有句经典台词：“从来只有事情改变人，而人是无法改变事情的。”以太坊低调了几个月后，终于开始领涨加密货币。加密货币交易所币安行情显示，当前加密货币以太坊价格已创下年内新高，截至发文，现货价格为466.68USD/枚，目前走势还在上扬。而与之相关联的数字货币概念板块今日的行情却出现大幅”滑坡”。
Chen Do-ming has a classic line in The Way to Life: “There has always been nothing but things that change people, and people cannot change things.” After a few months of low profile, the encoded currency exchange’s currency has finally started to rise. The enticing of the encrypted currency exchange shows that the current price of the encrypt currency is now at its highest in the year, with the spot price of 466.68 USD/m3 as of the date of issuance, and the trend is still rising.
主流加密货币以太坊近24小时涨幅约10%，24小时成交量超过6亿美元，总市值达约500亿美元。数字货币概念板块昨日受央行数字货币DCEP上线的影响，直接登顶255个概念板块的第一名，而今天的排名已滑落至倒数，38个数字货币概念股仅有神州信息触发涨停。
The mainstream encrypted currency rose by about 10% in nearly 24 hours, with a 24-hour turnover of more than $600 million, with a total market value of about $50 billion. The digital currency concept plate was influenced yesterday by the central bank’s digital currency, DCEP, and went directly to the top of 255 concepts, first place, and today’s ranking has slipped to the penultimate point, with 38 digital currency concept units only triggering an upturn.
DeFi助力以太坊领涨
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主流加密货币以太坊强势领涨，联动了比特币以及其他加密货币的上涨，让加密市场迎来牛市的信心更足了，风险偏好投资者增多。加密分析师Kavin向本报记者表示，加密货币新星YFI的暴涨联动了整个DeFi板块的持续上涨，截至发文，YFI的价格已经达到33201USD/枚（约合22万人民币），已经是比特币价格的3倍。最近两个月来，DeFi板块龙头轮番炒作，从COMP、大量的资金涌入以太坊和DeFi板块。
Mainly encrypted currencies have risen in powerful positions in the Taiku, connecting the rise in bitcoins and other encrypted currencies, adding to the confidence of the encryption market to the cattle market, and increasing risk-oriented investors. Encryption analyst Kavin has told reporters that the surge in the encoded money star YFI has been associated with a continuous rise in the entire DeFi plate, and that, as of the time of writing, the price of YFI has reached 33201USD/me (approximately 220,000 yuan), which is already three times the price of Bitcoins.
“由于绝大部分主流DeFi项目都是搭建在以太坊底层公链上的，都在以太坊的公链上运行，DeFi总市值节节高升，以太坊成为了DeFi火爆市场红利的坐收渔翁之利者。当下DeFi成为以太坊名副其实的杀手级别的应用，如果说比特币正逐渐成为“数字黄金”用作价值储存，那么以太坊将成为加密世界存在的价值核心。”Kavin补充道。
“Since most of the mainstream DeFi projects are built on the bottom public chain of Ether, and run on the Ether’s public chain, the total market value of DeFi has risen, making it an asset to take advantage of the dividends of the DeFi fire market. DeFi is now a truly killer-level application, and if Bitcoin is gradually becoming a “digital gold” for value storage, then it will be the core of the value of the encrypt world.” Kavin adds.
近两月来，这已经不是以太坊第一次暴涨了，8月初，以太坊两周暴涨超过78%。DeFi是主要的推手之一，只要DeFi热度不减，以太坊上涨的动力依然很大。不过，以太坊联合创始人Vitalik Buterin（V神）和业内大多数观点却不一样，V神今日发文表示，DeFi收益耕作就像中央银行为拯救经济疯狂印钞一样是不可持续的，他对目前DeFi市场热潮持怀疑态度。V神还暗示说：“到目前为止，我看到产生长期费用的唯一策略是某种怪异的金融攻击，抢夺流动性并从未掉期交易中窃取网络效应，我对这种策略感到悲观。最好完全摆脱收益耕作，直到它逐渐发展为一个更具可持续性的行业。”
In the last two months, this has not been the first to surge in Etheria, which rose by more than 78% in early August. DeFi is one of the main protagonists, as long as DeFi's heat remains constant, and the rise in Etheria remains high. However, the founder of Etheraya's association, Vitalik Buterin (V) and most within the industry have different views, and V has written today that DeFi yields are as unsustainable as the central bank's frenzy printing to save the economy, and he has doubts about the current boom in the DeFi market. The V God has also suggested that: “The only strategy I've seen so far to generate long-term costs is some kind of a strange financial attack, to steal liquidity and never to lose the network effect of the transaction, and I am pessimistic about that strategy.
而除了DeFi的推动外，以太坊2.0版本的上线也给了以太坊暴涨做了充分的准备，以太坊2.0是最受关注的区块链项目之一，最终的公共测试网Medalla已经在8月4日启动。
In addition to DeFi's push, Ether's 2.0 version was well prepared for the surge, Ether's 2.0 was one of the most focused block chain projects, and the final public testing network, Medalla, was launched on 4 August.
由于DeFi行情的火热促使以太坊上交易需求极其旺盛，也加重了网络拥堵和转账成本的飙升。近两个月的网络转账成本和转账效率实在令投资者难以满意，根据区块浏览器Etherscan的数据，从今年以来，剔除6月和8月出现的两次异常值，Gas价格从起初的12 Gwei飙升至今108Gwei（近30日均值）, 足足上升了9倍。如果这个问题不能尽快解决，这将大大限制以太坊以及DeFi的发展。
As the heat of DeFi’s behavior has contributed to the high demand for trade in the East Pacific, it has also increased the cost of network congestion and transfers. The cost of network transfers and the efficiency of transfers over the past two months have proved unsatisfactory to investors. According to the block browser, Ethercan, since this year, the price of Gas has skyrocketed from the original 12 Gweis to 108 Gweis (averaging nearly 30 days). If this problem is not resolved soon, it will significantly limit the development of the House and DeFi.
以太坊2.0的出现可以缓解当下的拥堵局面，以太坊2.0将采用PoS共识机制，可减少对矿工依赖，并大大提升链上交易速度和智能合约的反应速度，从而降低之前因交易量激增而飙升的Gas费用，也可以一定程度上缓解网络堵塞的情况。另外，POS权益证明模式将使以太坊的通胀率降至0.5％-2.0％，与黄金和比特币达到同一水平。
The advent of Tai Hwan 2.0 will ease the current congestion, and the introduction of the PoS Consensus mechanism by Tai Hwan 2.0 will reduce dependence on miners and significantly increase the speed of transactions on the chain and the speed of response to smart contracts, thus reducing the cost of Gas, which had soared previously as a result of the surge in transactions, and to some extent, the network congestion. Moreover, the POS equity certification model will reduce the rate of inflation at Tai Hwan to 0.5 to 2.0%, the same level as gold and Bitcoin.
以太坊2.0版本将推出质押功能也是以太坊价格暴涨的一大推手之一。其质押就是将一定数量的以太坊储存并锁定在钱包中并参与区块链的操作，用户通过质押以太坊的形式共同处理数据和信息，他们会收到一定的以太坊作为回报。开发人员曾表示，测试网需时运营３个月，这意味以太坊2.0 最快可以在11月初正式发布，到时候必定掀起以太坊的狂热。
The pledge is to store a certain amount of data and information in their wallets and to participate in the chain of blocks, and the users will receive a certain amount of data and information in return. The developers said that it would take three months to run the network, which means that it could be officially released at 2.0 in early November, and that it would have to be turned on.
概念股成色不足
最近数字货币板块相当活跃，主要是因为DCEP政策面释放的利好，建行手机银行APP上线数字货币个人钱包，促使数字货币概念板块一跃成为概念板块的第一位，像御银股份、新国都、拉克拉等数字货币概念股也应声大涨，不料在利好热度一过，今日的数字货币概念股一下冷却了下来。
Recently, the digital currency plate has been quite active, mainly because of the benefits released by the DCEP policy front, the personal wallet of the online digital currency of the mobile phone bank APP, which has prompted the digital currency concept block to leapfrog to the top of the concept block, and the digital currency concept units, such as the silver stock, the new capital city, Racqar, etc., should also be loudly raised.
本报记者了解到，相关概念股也逐步建立起了与数字货币相关的业务，比如御银股份成立了数字货币研究中以及数字货币软件钱包和硬件钱包的研发；新国都在区块链技术进行了战略性的投入，对数字货币相关应用场景做了探索。
The journalist is aware that the Concept Unit has also gradually established operations related to digital money, such as the creation of a digital currency study by the silver shares, as well as the development of digital currency software wallets and hardware wallets; the new countries have made strategic investments in block chain technology to explore digital currency-related applications.
欧科云链研究院发文表示，数字货币概念股中，已有10家公司在2019年财务报告中披露了公司已有数字货币相关业务或者对数字货币方面的布局；有部分股票滥竽充数，如东港股份主营业务是印刷类业务。数字货币概念股大多为民营企业，只有1家中央国有，3家地方国有和4家公众企业，民营企业占比70.4%。目前数字货币概念股的股价大多低于30元，其中48.1%介于5-15元之间，没有低于5元的股票。
According to a communication from the Eucowin Institute, 10 companies in the 2019 financial report had disclosed the company's existence of a digital currency-related business or the layout of a digital currency; some stocks were inflated, as in the case of Port-East, where the main business was print. The digital currency concept unit was mostly private, with only one central state, three local state-owned and four public enterprises accounting for 70.4 per cent of the total, and the share in the digital currency concept was currently mostly below $30, of which 48.1 per cent was between $5 and $15, with no shares below $5.
数字货币概念股与数字货币之间的涨跌关系也相当密切，政策性利好会大幅刺激数字货币概念股的上涨，随着DCEP推出的时间越来越近，数字货币概念股的波动也会非常大。
The relationship between the growth and decline of the Digital Currency Conception Unit and the Digital Currency Unit is also quite close, and good policy interests will substantially stimulate the rise of the Digital Currency Concept Unit, which will also be highly volatile as DCEP moves closer.
责任编辑：孟俊莲 主编：冉学东
Responsible Editor: Mon Jun-Lian, Editor-in-Chief: Peng Xiaodong
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