文 | 诗与星空
Psalms and stars.
10月25日晚间，一则关于区块链的消息引爆了市场，虽然A股已经关门歇业，但是大洋彼岸的美股却喧嚣起来，号称使用了区块链技术的迅雷股价暴涨107%。
On the evening of 25 October, a news about the block chain detonated the market. Although the A share was closed, the United States shares on the other side of the ocean were squeezing, calling for the use of block chain technology at the thunder share price surged by 107 per cent.
在前一天，Facebook的CEO扎克尔伯格接受国会听证会，讨论Libra的发行问题。似乎沉寂已久的区块链和数字币，又暗流涌动了起来。两个全球最强大的国家，都把同一个技术拿到了本国最高级别的会议上进行讨论，意味着什么？
the previous day, CEOZZACKBERG had a congressional hearing to discuss the distribution of Libra.
一、这是最好的时代，这是最坏的时代
It's the best of times. It's the worst of times.
1
偷渡客24日，《人民日报》援引英媒消息称，英国警方当地时间23日在埃塞克斯郡一工业园区发现一辆装有39具遗体的货车。这39名死者可能均为中国籍，其中有38名成年人和一名少年。25日，据英方媒体报道，有越南人称，自家26岁的孩子从越南到中国再到比利时最终到达英国，一路上关闭手机，藏在集装箱内，但如今出了事，协助偷渡的人士向他们退回了一些费用。
On 24 September, the People’s Daily quoted British media sources as saying that the British police had discovered a van with 39 bodies in an industrial park in Essex County, 23 local time. The 39 victims were probably Chinese nationals, 38 of whom were adults and a teenager. On 25 November, according to British media reports, Vietnamese reported that their 26-year-old children had finally arrived in the United Kingdom from Vietnam to China and had their cell phones shut down on their way to Belgium, hidden in containers, but now, in the event of an incident, those who assisted in the smuggling had returned some of their fees to them.
（人权组织发布的失踪越南女子照片）越来越多的信息显示，这些死者很可能大部分是越南人。2、30年前，类似的偷渡现象出现中国人并不罕见，但如今却很罕见了。随着中国经济的高速发展，冒着生命危险偷渡去打工赚钱，大概率还不如去北上广端盘子赚钱多。如今，刚刚开始改革开放的越南，越来越多的人看到了自己国家的落后和不足，想走出国门，想改变自己的人生。像极了那个时代。
2
割地图片中的人，是叙利亚驻联合国代表巴沙尔·贾法里。在联合国安理会紧急会议上，他怒斥美国以谎言为由发动侵略战争，劣迹斑斑。
可是，从他发表缴文开始，美英代表已经离席，拼尽全力也没能阻止美英法联军对叙利亚发动空袭。会议结束后，这位外国大使的落寞背影被人抓拍下来。俄罗斯卫星通讯社10月20日报道：土耳其总统顾问阿克泰对外表示，美国已同意将叙利亚北部、和土耳其接壤的近6万平方公里领土划给土国，允许其在该地区建立"安全区"，安置难民。这样的画面，中国人太熟悉了。只不过出现在我们的历史课本上，100多年前那些丧权辱国的条约怎么签订的？今天，我们在电视屏幕上看到了。
3 买办10月18日，由于政府上调地铁票价，智利圣地亚哥出现了一系列大规模的抗议活动，事态逐渐失控。智利的示威者开始在街上四处纵火，并将首都圣地亚哥的地标建筑大楼——Enel电力公司办公大楼（智利的国家电力系统由一家意大利公司收购，刚刚涨价）点燃。据BBC报道，截至21日，已经发生了103起"严重的暴力事件"，至少8人在事件中丧生，智利全国各地有超过1400人被拘留，大约10500名警察和士兵被部署到街头。 According to the BBC, as of 18 October, there had been 103 "serious violence" and at least 8 deaths, more than 1,400 people had been detained throughout Chile, and about 10,500 policemen and soldiers had been deployed to the streets. 4 昆仑银行我们有幸，也不幸，生活在这样一个现在和过去并存的世界。这片神州大地曾经遭受过的屈辱，那些发展过程中的艰辛与努力，如今都几乎同时一一显现在全球各地。10月1日，威武雄壮的共和国卫士们走过天安门广场。许多年轻的年老的人，都在这个时刻有了突然的醒悟，我们的祖国，真的变得强大了。就在庆典当天，人民网报道，西宁舰正在亚丁湾执行护航任务。 On October 1, the mighty Republican Guards walked through Tiananmen Square. Many young old people were awakened at this moment, and our country was truly strong. On the day of the celebration, was carrying out escort missions in Aden Bay. 二、支付宝的野心 支付宝最大的竞争对手是谁？或许你会说是微信支付（财付通），非也，它俩穿一条裤子，无论到哪儿它俩都是抱团战斗，就像vivo和OPPO，连色调都一样。 Who is the biggest competitor of paying treasures? Perhaps you would say "wet" or "wet" or "wet." They wear a pair of pants. Wherever they go, they fight together, like vivos and OPPOs, even in colours. 支付宝真正的对手，是美元。10月24日的听证会上，调查人员认为Libra数字货币挑战了美元的地位。而扎克尔伯格称，数字货币方面，无论基础设施还是实际应用，都落后于中国，甚至点名支付宝。 At a hearing on October 24, investigators argued that Libra’s digital currency challenged the status of the dollar. According to Zuckerberg, the digital currency, both infrastructure and practical applications, lags behind China, even naming payment treasures. 二维码支付背后依托的是支付宝和微信支付等第三方支付，而非传统的信用卡体系。央行曾经有段时间非常警惕二维码支付的发展，甚至发文禁止。后来却成立了网联，大力发展移动支付。 Two-dimensional payments are based on payments by third parties, such as payment treasures and micro-credit payments, rather than on traditional credit card systems. The central bank has for some time been very vigilant about the development of two-dimensional payments, and even banned. 为什么？网联的背后是央行，阿里、腾讯都成为网联的股东，也就是说，二维码支付的后面是支付宝、微信支付，支付宝、微信的后面，是人民币。支付宝、微信走到哪里，人民币就走到哪里。 Why? Behind the network is the central bank, and Ali and Tweets are shareholders in the network, which means that two-dimensional payments are followed by payment of treasures, micro-mail payments, payment of treasures, micro-letters, and the renminbi. Where payment treasures and micro-letters go, the renminbi goes. 懂了吗！！！据微信支付和蚂蚁金服数据，截至目前，两大支付应用已在全球近40个国家和地区落地，包括美国。你能在中国直接花美元吗？也许可以，但场景极少，你在美国只要有微信支付和支付宝二维码的地方就可以直接花人民币。央行扶持微信支付宝的终极目标是：人民币全球化。 Understand! According to the data on micro-credit payments and ants gold uniforms, to date, two major payment applications have landed in nearly 40 countries and territories around the world, including the United States. Can you spend the dollar directly in China? Maybe, but the scene is rare, and you can spend the renminbi directly in the United States as long as there are micro-credit payments and two-dimensional payments. The ultimate goal of central banks’ support for micro-credit payments is the globalization of the renminbi. 扎克尔伯格是个聪明人，可惜，也幸好，政治家们不太聪明，他们爱听华尔街的意见。而华尔街的银行家们不喜欢创新，更喜欢躺赚。 Zuckerberg is a smart man, but unfortunately, fortunately, politicians aren't smart enough to listen to Wall Street. Wall Street bankers don't like innovation, they prefer to lie down. 据报道，一项旨在阻止大型科技公司充当金融机构或发行数字货币的草案，已被分发给美国众议院金融服务委员会的多数党民主党议员传阅讨论。 It was reported that a draft aimed at preventing large technology companies from acting as financial institutions or issuing digital money had been circulated to the majority Democratic Congressman of the Financial Services Committee of the United States House of Representatives for discussion. 草案提出，"大型平台公用事业公司不得建立、维护或运营旨在被广泛用于交易媒介、计算单位、价值储藏或美联储(Federal Reserve System)理事会定义的任何其他类似功能的数字资产。" The draft states that "large platform utility companies shall not create, maintain or operate digital assets intended to be widely used in trade media, units of accounting, value deposits or any other similar function as defined by the Federal Reserve Council." 三、弯道超车？换道超车！ Three, bend over? Switch over! 1944年布雷顿森林体系建立以来，世界货币就以美元为中心。1971年布雷顿体系崩溃后，《国际货币基金协定第二次修正案》为主导的牙买加体系接任，美元虽然不再和黄金挂钩，但依然是最强势的货币。 The world currency has been centred on the United States dollar since the Bretton Woods institutions were established in 1944. Following the collapse of the Bretton Woods system in 1971, the Jamaica system was replaced by the Second Amendment to the International Monetary Fund Agreement, which, although no longer tied to gold, remained the strongest currency. 后续不断的有货币体系尝试挑战美元的地位，都遭到了重创。比如欧元，比如当年酝酿的亚元区（年长点的可能会有印象）。 Successive attempts by the monetary system to challenge the dollar’s position have been hard-hit. 正是基于此，美国通过货币发行权收割全球其他国家的超额利润。美元成为全球硬通货的后果就是，中国企业到伊拉克，把中国物美价廉的产品卖给当地，只能收美元，购买当地的原油，也只能用美元。 It is on this basis that the United States reaps excess profits from the rest of the world through the right to issue money. The result of the dollar becoming a global hard currency is that Chinese firms go to Iraq, sell Chinese products at low prices, collect dollars, buy local crude oil, and use dollars only. 中国人和伊拉克人顶着大太阳辛辛苦苦的工作，压根没有走出华尔街办公室的美国银行家却赚到了钱。如果人民币没有足够的地位，中国永远摆脱不了低端代加工产业的形态。 The Chinese and Iraqis, in the face of the heavy work of the sun, did not get out of the Wall Street office at . China will never get rid of the low-end processing industry if the renminbi does not have sufficient standing. 美元的地位是靠世界大战、强盛的国力和庞大的武力维持的，想要按照传统的方式挑战无异于以卵击石。有人说，弯道超车。其实，不如，换道超车。走一条别人没有走过的路。 The dollar position is maintained by world wars, powerful states, and huge force, and the traditional way to challenge it is to strike the stone with an egg. Some say that the curve is overcooked. In fact, it is better to take a different road. 家里两个嘻嘻哈哈不务正业的孩子（阿里、腾讯）长大了，已经可以承担这个重任了，在14亿逐渐富起来的中国人民群众的力量推动下，支付宝、微信支付席卷全球。 Two of the family's hip-hop children (Ali, Tseng) have grown up to take on the burden of paying treasures and micro-credit payments across the globe, driven by the power of the 1.4 billion people of China who are gradually becoming rich. 四、央行数字货币蓄势待发 IV. CENTRAL BANK'S DIGITAL MONEY OPENING 支付宝、微信支付都不是严格意义上的数字货币，而且也没有采用区块链技术。那通篇和区块链、数字货币没关系，上面几千字难道都是呓语？ The payment of treasures and the payment of micro-mails is not a strictly digital currency, nor is it a block chain technology. That whole section has nothing to do with block chains and digital money. 有媒体透露，中国人民银行有可能将在未来几个月内正式推出国家支持的数字货币"DCEP"，初期将向中国工商银行、中国建设银行、中国银行、中国农业银行、阿里巴巴、腾讯以及银联七家机构发行。如果成行，将是世界上是首个法定数字货币，意义深远。 The media have revealed that the People's Bank of China is likely to officially launch a State-sponsored digital currency, DCEP, in the coming months, initially to China , China Construction Bank, , the Bank of Agriculture of China, , Tung-Tung-Tung, and seven banking associations. 七家机构的构成，耐人寻味，四大行和银联不用赘述，和钱有关的事跑不了这几家。阿里和腾讯呢？显然，它们大概率是提供技术支持并在前面冲锋陷阵的。 The composition of the seven institutions, their intriguing character, the four branches and the silver leagues can't get away with the money. Ali and the tether? Obviously, they probably provide technical support and fall in front of them. 央行数字货币的表现形式极有可能基于区块链技术，甚至会和支付宝、微信支付高度融合，客户层面有可能是无缝体验。有些粗通区块链的可能质疑了，不是说，区块链是去中心化的吗？央行会发去中心化的数字货币？ There is a high probability that central banks’ digital monetary expressions will be based on block-chain technology, even highly integrated with payment treasures, micro-credit payments, and client-level experiences may be seamless. Some of the crude block chains may be questioned, not to say that they are decentralized. The central banks will send centralized digital money. 五、区块链的本质 V. The essence of the block chain 区块链是一种中性的数据存储技术，核心是分布式存储，对这个技术贡献最多的是IBM，并且技术已经成熟了二十年。 The block chain is a neutral data storage technology, with distributed storage at its core, with the most significant contribution to this technology being IBM, and the technology has matured for 20 years. 如果说区块链技术会催生一大批高市值上市公司的话，不如先看看IBM的股价。 If block chain technology leads to a large number of high-market companies, let us first look at the stock price of IBM. 简单讲，与普通技术的区别，就是普通的技术会把一个文件存放在一台电脑上，高级点的技术会放在服务器上，而区块链会把一个文件存储在所有终端电脑上，每台电脑上都有这个文件的信息，还是加密存储的。 In short, the difference from ordinary technology is that ordinary technology will store a document on a computer, advanced technology will put it on a server, and block chains will store a document on all terminal computers, with information on each computer, or encrypted storage. 这种存储技术就有几个其他技术无以比拟的优点，这也是币圈用来割韭菜的宣传点。但实际上和他们宣传的不太一样。 This storage technology has several advantages that are incomparable with other technologies, which are also the propensity points that currency rings use to cut vegetables. But it is not exactly the same as they do. 1 去中心化区块链技术的核心是分布式加密存储，往往被币圈曲解为去中心化。 The core of the technology for decentralizing block chains is distributed encryption storage, which is often misconstrued by currency circles as decentralizing. 技术本身是中立的，同一个技术，可以去中心化，也可以中心化。如果只追求去中心化，几十年前的Sybase都能解决。 Technology itself is neutral, the same technology, it can be decentralized or it can be centralized. If only decentralized, Sybase would have solved it decades ago. 举两个例子：一是比特币，作为数字币的老大，比特币的地位无可撼动，但是97%的比特币集中在4%的玩家手里，比特币的价格完全是被操纵的。 To give two examples: one is Bitcoin, whose status as head of the digital currency is unshakeable, but 97 per cent of the bitcoin is concentrated in the hands of 4 per cent of the players, and the price of the bitcoin is entirely manipulated. 这叫去中心化吗？二是深圳税务局和腾讯合作了全国第一张区块链电子发票。众所周知，发票肯定是中心化的，是如何和区块链技术结合的呢？区块链技术可以实现分布式加密存储，也就是可以记录每一个环节，从而实现全过程的监管。有趣吧？用去中心化的技术解决中心化解决不了的问题，比中心化还要中心化。 This is called decentralization. Second, the Shenzhen Revenue Authority and Xeng Xeng Xing collaborated on the national electronic invoice for the first block chain. It is well known that the invoice is certainly central, and how it is combined with block chain technology. Block chain technology allows distributional encryption storage, i.e. recording every link, so that the whole process can be regulated. Interesting: decentralized technology solves problems that cannot be solved centrally, and it is more centralized than centralization. 对此，媒体报道：区块链电子发票具有全流程完整追溯、信息不可篡改等特性，与发票逻辑吻合，能够有效规避假发票，完善发票监管流程。 In response, the media reported that the electronic invoice for the block chain had the characteristics of complete process retroactiveity, information could not be tampered with, and that it was consistent with the invoice logic and could effectively circumvent false invoices and improve the invoice control process. 区块链电子发票将连接每一个发票干系人，可以追溯发票的来源、真伪和入账等信息，解决发票流转过程中一票多报、虚报虚抵、真假难验等难题。此外，还具有降低成本、简化流程、保障数据安全和隐私的优势。这就是区块链的魅力。 The block chain electronic invoice will link each invoicer to trace information on the source, authenticity and recording of the invoice, and resolve the difficulties of overstatement, misrepresentation, and falsification. In addition, it will have the advantage of reducing costs, simplifying processes, safeguarding data security and privacy. This is the charm of the block chain. 2 安全性理论上，现有计算机技术几乎不可能破解区块链的加密技术。但是，谷歌宣布了量子霸权后，就是另外一回事了。有人声称，量子计算机可能2分钟之内就能挖光剩余的全部300万比特币。 Security theory makes it almost impossible for existing computer technology to crack the encryption of block chains. But, Google declared quantum hegemony /a. It is claimed that the quantum computer could be able to excavate all the remaining 3 million bits in two minutes. 短短几年内，一旦量子计算机全面产业化，算力分布平衡会彻底被打破。这种没有背书的完全基于算力的区块链数字货币就成了废纸，不，废纸还能卖钱，连废纸都不如。 In just a few years, once the quantum computer is fully industrialized, the balance of arithmetic distribution will be completely broken. This unendorsed block chain digital currency becomes waste paper. 但是，这种技术拿去干别的，反而更有用。比如用于追溯疫苗的电子标签，追溯农产品的产地，保护音乐作品的版权等等。所以，区块链赖以成名的两大技术特点--去中心化和安全性--都是一种中性的技术，技术本身很难保证不被滥用。只有用在合适的场合，并被有效的监管，才能起到合适的作用。 But this technology is more useful when it is used to do something else. For example, the electronic label used to trace vaccines, which goes back to _blank' > protects copyrights for musical works and so on. So, the two technological features on which the chain of blocks is famous -- decentralization and safety -- are neutral, and the technology itself is difficult to guarantee against misuse. It is only appropriate if it is used in the right context and is effectively regulated. 六、A股市场有关区块链的标的 VI. OBJECTIVES OF THE LEVEL OF THE AGREEMENT A MARKET 实际上，区块链研究的最深的，还是BATJ。但它们基本都不在A股混，除了一家特殊：阿里旗下的蚂蚁金服，有个合作公司，实控人是马云，这家公司叫恒生电子。 In fact, the deepest part of the block chain is BATJ. Most of them are not in the A-share, except for one special: an ant gold suit under Ali, with a cooperative firm called Ma Un, which is called . 早在2016年，公司就发布了基于区块链的研究成果。所以，未来真正能在区块链方面腾飞的，飞在最前头的，必然还是BATJ。3月30日，国家互联网信息办公室在官网发布了境内区块链信息服务备案清单(第一批)，197个区块链信息服务备案项目涉及约164家公司。其中，涉及的A股上市公司14家。 On March 30, the National Internet Information Office published the List of Information Services on Blocks in the Country (first batch), 197 of which involved about 164 companies. 10月18日，国家互联网信息办公室在官网发布了境内区块链信息服务备案清单(第二批)，共309个境内区块链信息服务名称及备案项目编号，也涉及多家上市公司。比如：工商银行的工银玺链区块链服务、中国工商银行基于区块链的金融服务获得备案。 On 18 October, the National Internet Information Office published on its web site the List of Information Services on Block Chains in the Country (second batch), which contains 309 territorial block information service names and filing project numbers, and also involves a number of listed companies. For example: Target="_blank" > Industrial and Trade Bank’s Industrial and Silver Chain Services , China’s Business and Industry Bank’s Financial Services on the basis of the sector chain . 新晨科技的两项服务基于区块链的国内信用证传输系统、基于区块链的福费廷交易撮合平台获得备案。航天信息的航天信息区块链平台也备案成功。 based on the internal letter of credit transmission system in the block chain, the Forfeiting transaction assembly platform based on the block chain. https://www.moer.cn/stockInfo/sh600271.htm" target="_blank" space chain platform 信息发展的基于区块链的供应链管理云平台、基于区块链的追溯存证云平台、基于区块链的存证应用管理平台等3项信息服务均获备案。 information development information services such as the
东方财富的SRC证书链获得备案。 The Eastern Wealth SRC Certification Chain is filed. 汉得信息的汉得区块链BaaS平台也获得备案。 is also available on the BaaS platform. 恒生电子的恒生共享账本HSL备案在册。 江苏银行的苏银链、区块链物联网动产质押融资平台获得备案。 Bank Jiangsu's Silver Chain and Block Chain Networked Molotov cocktail finance platform is filed. 博思软件的财政电子票据区块链服务获得备案。 Boss software for financial electronic paper block chain services are recorded. 平安银行的SAS区块链平台、区块链投票表决获得备案。宝钢股份间接参股的上海欧冶金融信息服务股份有限公司，也有一项服务供应链应收账款金融服务获得备案。 SAS block chain platform, block chain of Peace Bank < , and also a financial service account for receivables in the service supply chain. 如果你喜欢这篇文章，可在摩尔金融APP或摩尔金融官方网站moer.cn看到更多个股、盘面走势分析及投资技巧，也可在新浪微博、微信公众号、今日头条上搜索摩尔金融并关注。 If you like the article, you can see more shares, up-to-date analysis and investment techniques on the Moor Finance APP or the Moor Finance official website moer.cn, and also search Moor Finance and focus on the headlines on Sina Weibo, Weibo Public. 
国家命脉沦为国外资本家和国内买办的工具，这一幕，中国人也很面熟，当年他们叫蒋家王朝叫四大家族。
西宁是青海省省会，绵延不绝的昆仑山就位于青海省，号称"万山之母"。一家名不见经传的银行—昆仑银行被美国列入了实体清单。昆仑银行的前身是克拉玛依银行，看起来像一家地市级的城市商业银行。在实体名单中，大多是中兴华为商汤科技这类高科技公司，一家商业银行为什么被列进来？真正的原因是，中石油收购了克拉玛依银行后，更名为昆仑银行，这家银行跟随中石油出海，在伊朗、伊拉克等地做生意。伊拉克重建需要钱，西方列强的钱都是附加政治利益的，昆仑银行却可以几乎无条件的大把借钱。我借给你人民币，你到中国采购设备、请建筑公司、买原材料。还钱的时候没钱也可以，用原油还，昆仑银行是中石油的子公司，直接替中石油接收了。原油怎么帮你运出去？你不用管，我的护航舰队在亚丁湾等着呢。… …依赖中石油的海外业务和其他央企海外公司的友好合作，昆仑银行在一部分区域实现了人民币实质上的国际化。Sininin is the capital of Qinghai Province, whose long-spanning mountain is known as the "Mother of Mount Huen" in the province of Qinghai. A bank whose name is unknown, the Bank of Kunon, is listed by the United States. The Bank of Kunon, whose predecessor is Kramoy, looks like a city-level commercial bank. In the list of entities, most of it is a high-tech company, such as Central China, which is listed as a merchant technology.
在中国人对二维码支付沾沾自喜的时候，许多有过海外生活、留学经历的在社交媒体上表示不屑，认为西方已经高度普及NFC和信用卡，实际效率高于二维码。这么说并没有错，他们虽然享受着老牌资本主义的福利，但却没有看到这是新势力对旧势力最后的绞杀。
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