저자: Austin/Alexander대화-진행자YourCryptoCrew채널 · 외국인
요약 보기
영상은 Peter Schiff과 Kaspa 커뮤니티 Alexander의 대담을 소개하며 비트코인의 비화폐적 가치 논쟁을 다룸. Kaspa는 DAG 구조로 초당 10블록, 약 5,400TPS 기록, 수수료 저렴을 장점으로 제시. 하드포크로 블록 속도 증가 및 V-progs 확장 예정. 진행자는 Kaspa가 Litecoin 시총(약 230억 달러) 수준에 도달하면 가격이 80센트~1달러 이상일 수 있다고 낙관적으로 언급. 단, 자산 가격의 1~3개월 방향 예측은 명시되지 않음.
다듬은 글
How are you, crypto team? Welcome back to the channel. Or if this is your first time here, subscribe, like , share the video, click the bell, and join the hunt. Everything is in Solana, including all my capital. I want to state openly that this was not a fake. This is true. All my capital is in Solana.
I'll tell you guys what my exact position is. I have 100 Solana. This is all I have . 100 SOL and I'm holding them. And I...I...I gave some away, I translated some. Commenting that this is the exact amount I am currently working with. And we'll see where it leads. This is all my value to society. If JP Morgan sat me down and asked me, "What is your capital?" This is 100 Solana.
Now, crypto team, whether you agree with Austin from Gemini or not, revealing his exact position makes this conversation much more interesting because he's not just talking about the market from the sidelines. He shows what he holds personally. Thoughts on your husband Yutan's Kaspa project? Not today.
We will hear an interesting conversation featuring Alexander from the Kaspa community and renowned Bitcoin skeptic Peter Schiff, especially regarding the argument that Bitcoin has value beyond being a monetary asset, where Alexander will be able to introduce Kaspa. Stay with us, crypto team. Kaspa is the proof-of-work ecosystem that Bitcoin was meant to be .
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Link in the description below. Thank you very much for your attention and support in advance. May the Lord Jesus Christ bless you all. the thing would have been as successful as bitcoin if I had bought it when I first heard about it. But I didn't do that, did I ? So, there's nothing I can do about it .
But even if I had bought this when I first heard about it and made billions, it wouldn't have changed anything about what it is. And my opinion on this would be no different. I would have had the exact same thought . I would just make a billion dollars. Alexander, I'm with you. Yes, yes. Thank you. I lost touch for a moment.
Yes. Yes, I agree that Bitcoin has zero non-monetary utility. And it's funny, because people call the Bitcoin network a trustless system , but you have to trust that people will use it at all, right? That's right. That's right. You have to...and you have to believe that people will continue to think that nothing is something.
That's right. That's right. Whereas gold, silver, grain, or salt have monetary utility due to their properties— being divisible and portable for their time. But if no one needed them, you could still eat salt or grain, or build something out of gold or silver. Would you like Bitcoin if it was faster at the basic level without add-ons and had non-monetary value?
For example, if it weren't necessary for someone else to accept it from you. If it could be consumed or ... I don't even know what you're talking about. Well, no, I'm just talking about the possibility. Possibility of what? So, I'm saying that there are other technologies, blockchains, that have an infinite supply-to-flow ratio after everything is mined.
That is, supply is fixed , and this is part of the supply and demand equation, because supply and demand equal value. Because gold and silver are precious metals, and they do not have a fixed supply. So now we have to figure out how to give this digital thing non-monetary value, because it's... I...
I mean, I don't understand what you're talking about. All of this makes no sense to me . I don't know how I can believe that Bitcoin has value. I understand why tokenized gold has value, because it is truly digital gold. But Bitcoin is a digital nothing, and I don't think anything can have value. The fact that you tokenize nothing creates value out of nothing.
Well, you understand the ethos of Bitcoin, where the goal was to eliminate the middleman in the form of a bank. That was the goal, right? Yes, and you know, it's ironic that right now most people who own Bitcoin buy it through an intermediary. Yes. Agree. Agree. So, that's the only thing Bitcoin can do —eliminate the middleman in the form of a bank.
But what ... there are also many other tokens that can do the same thing. You know, Bitcoin doesn't have a monopoly on this. The problem is that you are cutting out the middleman, unless, of course, you buy an ETF or hold your Bitcoin on an exchange. But in the end, you get rid of the middleman, you get rid of value, you own nothing and you think that's great.
I have nothing without a middleman. I would rather have something with a broker I can trust than nothing without one. But, in any case, let me move on, because I want to leave here by 11, which is in half an hour. Therefore. Well, you should take a look at Kaspa. Check out Kaspa. OK. Take care of yourself .
Thanks for... So, crypto team, what makes this clip special is that both Alexander and Peter Schiff agree on one of the biggest criticisms of Bitcoin: the question of whether digital scarcity alone creates long-term value. Before the conversation moves on to Kaspa, and whether its speed, proof-of-work, and DAG architecture can offer something that Bitcoin can't.
Why are people so optimistic about Kaspa these days? Of course. Kaspa has fallen about 85% from its all-time high of 22 cents. It is currently at around two and a half cents. And I would say it looks very, very, very similar to Bitcoin in its first bearish winter. This is a proof-of-work network. It was created to be, in essence, a new monetary system.
The problem with Bitcoin is that it takes an hour to finalize a transaction . That is, these are six different blocks, with an average of 10 minutes per confirmation. And no one is going to wait an hour for your coffee to, you know, cool down. You understand, we need to settle accounts quickly. So, actually the data structure here is different.
It's a DAG, as you said, as opposed to a blockchain. In blockchain, it's one block after another. In DAG, it's 10 different blocks that you're currently on , and then it moves on to selecting the next 10 blocks, and so on. But here it's 10 blocks per second. So, extremely fast. Each of these blocks can process about 400 transactions .
Where it is definitely better than Bitcoin, in my opinion, is not only speed, but also fees. So it's very cheap, very effective, and I think it should do well in the next bull market, although if there's one thing that could hinder that, it's the once-a-year issuance schedule . So it's actually four times faster than Bitcoin in terms of issuance, and it's complicated.
As a miner, you will have to constantly replace equipment. This can be difficult. You know, I could have just bought a brand new ASIC miner, and next year I'll have to buy a new one because I only get half the reward. So, I think it was perhaps a harmful move. And we'll see how this affects Kaspa in the future.
So, would you say this is like a beta version of Bitcoin? What is she ultimately trying to become? How is the payment processor? Yes, it is a peer-to-peer network, just more efficient due to the DAG data structure as opposed to a blockchain. Now it's 10 blocks per second. They set a Proof-of-Work record—about 5,400 transactions per second, and they did it for a full day.
These were not spam transactions or "junk" transfers. These were not real transactions at all . It's something in between. More than 100 million transactions were made that day. I think about 130 million, if I'm not mistaken. The thing is, there is one major, or rather two major updates that I would like to draw people's attention to.
There is a Dagnite hard fork that is due out, most likely in the third or fourth quarter of this year, or possibly the first quarter of next year. This should increase the number of blocks from the current 10, starting with Crescendo, to around 25–40 blocks per second. Up to four times faster. You know, you just start counting.
You are starting to reach 20,000 TPS on the Proof-of-Work network on the mainnet. And you know, Solana, which is known for its scalability, is issuing 5,000. You literally have the most efficient medium of exchange the world has ever seen. And I'm not trying to just hype it up, but at this point you start to see how the process went.
But also by next year, two things will happen when they try to increase the rate from 40 to 100 blocks per second. And at this point you exceed 30,000. You are competing with Visa. And this is what , in my opinion, the crypto world was created for. We should be like Visa. And they process 30 thousand TPS.
Added programmability with Takota hard fork. Most importantly, there is something called V- programs (V progs). This allows you to perform off-chain computations without compromising your sovereignty or composability, essentially. It's not exactly a sidechain or L2, but it allows for off-chain transactions and then settling on the network, which helps a lot with bandwidth and programmability.
What Bitcoin has done is become so big that it can no longer be ignored. And Kaspa's chances of doing so, frankly , are pretty slim. But when I start using all these buzzwords, like "fast," " TPS," etc., these are truly revolutionary concepts. And again , I'm studying all these different cryptocurrencies.
I'm just a content creator. I'm not a big fan of Kaspa. I'm just comparing everything to Kaspa because it offered the most innovative solutions. For example, DAG is a pioneer. V- protocols are also a pioneer. It does many things that no other cryptocurrency has done. And I think that's what will eventually attract the attention of Grayscale, Bitwise or other similar institutions.
And this is actually our only hope, because, for example, Binance asked us for $3 million for the Kaspa listing. We do n't do that. You will not receive anything from us. You either buy our product or move on . This is how we think. Maybe it's self-confidence, maybe it's pride. But if I don't talk about it , then who will?
Yes, that's quite right. I mean, do you have a baseline forecast for where Kaspa might end up in 2027 if all goes well? I think, all things considered, the market cap of Litecoin. Litecoin seems to have reached a capitalization of 23 billion at its peak. And I consider them comparable because Litecoin was essentially a scaled Bitcoin in a sense.
It was a fork of Bitcoin that simply had faster blocks. Bitcoin Cash took the path of heavier blocks, larger data sizes. Litecoin chose the path of speed. Kaspa outperforms Litecoin in every way. It's faster, it's cheaper. If Kaspa were to reach 23 billion, the price would be significantly higher than 80 cents or a dollar.
This is actually what I expect. This is a rather optimistic scenario, but here the theses for Kaspa become much more ambitious: going beyond a fast payment network to scalability, programmability, V- protocols, and the ability to compete with giants like Visa. We are already at the finish line. And I want to hear from you, crypto team.
What is your Kaspa price prediction? What is your thesis on Kaspa's value proposition compared to other projects such as Litecoin, Bitcoin, Ethereum, Solana? And what about Kaspa makes you most optimistic? Let us know your thoughts in the comments section below.
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