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by wdewind 2840 days ago
> But casual users can choose to store their crypto assets with a bank/custodian/exchange.

It's not clear to me that this is meaningfully different than our current financial system.

> Granted, it defeats some of the benefits, but not all. E.g. most crypto has low inflation compared to USD. Even though CPI inflation is ~2%, the money supply inflates around ~10% per year, whereas most crypto will inflate <1% long term.

It's really not clear to me that this is a benefit, and even if it is was, there is nothing stopping the Bitcoin network, for instance, from deciding it wants to inflate after it has mined all the coins. The fact that the vast majority of mining is controlled by a handful of Chinese companies and that this is seen as preferable to The Fed for deciding whether or not to inflate seems crazy to me. But it's possible, even probable, that the people who make real money selling bitcoins will vote to make more bitcoins after they run out of bitcoins to sell, ie: squeeze blood from the stone.

> With something like Cardano, I don't see what governments could do, apart from banning its use within their own jurisdiction.

You're talking about a government that reads literally every single piece of internet traffic and likely has backdoors into many encryption products.

> That's a fair criticism of Bitcoin etc., but future iterations of cryptocurrencies will surely include ZeroCash-style privacy at least as an optional feature, if not for every transaction.

No, because anyone who wants to make a serious business out of these will be required to become a Money Services Business, and have a Know Your Customer (KYC) process. As I mentioned in my previous posts: we've thought about this problem before, we don't want money floating around that isn't easily traceable, and so we already have laws governing this stuff. It's not a matter of "design the right mathematical system to create anonymity." The Dudes With the Guns do not want that so it will not happen. These systems cannot meaningfully exist outside of the current political system without a real, guns and explosions, revolution.

> I'm not saying it's a sure thing at all, but it seems somewhat plausible, no?

There is literally no upside for the vast majority of the actors in your proposal. If a currency is truly deflationary consumers wont want to spend it, if it's not it's not meaningfully different. Consumers also want a layer of protection, which credit cards offer them. Big vendors (Microsoft, Valve/Steam, Overstock etc.) who accepted crypto have already decided to stop, and transaction volume is plummeting so I think your proposed series of events is extremely unlikely.

The market is surely irrational, and there are a ton of things that exist that shouldn't, so who knows. But this stuff is not a good idea, there isn't any "mystery" left to it. We understand what's being proposed, it's basically all been proposed before, and it's an idea filled with huge problems that have only begun to surface because it is a nascent system.

3 comments

A lot of your answers come down to "we've already decided how our world will be and your ideas aren't welcome". The cryptocurrency community is saying exactly the same thing: we've decided how our world will be and your ideas aren't welcome.
No, you're misunderstanding. My argument is based on Conway's Law: The technology will reflect the politics. If you want to change this building technology that enables it is not a prerequisite. Go change the legislation, then the systems that follow that legislation would naturally emerge.

To go back to the accredited investor example: we don't need cryptocurrency to enable companies to raise money from a wide variety of sources. It's not even close to the best solution if that's your goal.

What's frustrating to me is watching people built technology without knowing anything about economics and thinking that they've built new economic ideas, when in fact they are extremely late to the conversation and don't have a real sense of what the state of the art is, nor the important moving parts are.

The technology does reflect the politics [of this group of people], but the government does not.

You're just not acknowledging the existence of people with political views different to your own.

> The technology does reflect the politics [of this group of people], but the government does not.

Right, that's what I'm saying. The technology will yield to the government, not vice versa, so if you want this technology to take off you will need to change the political foundations upon which it lays. This isn't an argument about what should be, this is a description of what is.

> You're just not acknowledging the existence of people with political views different to your own.

Sorry, I don't mean to be disrespectful, but the differences coming out of the cryptocurrency community are extremely sophomoric and reflect people who have thought deeply about technology and almost not at all about the political or economic systems in which this technology exists. It's not a matter of having a different opinion, it's a matter of not being able to contribute to the conversation because the crypto community doesn't even know what it doesn't know.

> not being able to contribute to the conversation

You still think you are the one who gets to decide what the conversation is.

My point is that lots of different groups of people are having lots of different conversations. Just because the group of people you hang out with don't like cryptocurrency doesn't mean other groups of people can't or won't use cryptocurrency.

And there is nothing you can do to stop them. The genie is out of the bottle.

> if you want this technology to take off

It has already taken off. Millions of people around the world already use it. It is working just fine.

Dude, I'm not here to shut down the revolution, I'm trying to explain what a real revolution entails. It's absolutely not running software on a bunch of hardware and networks you don't own. The people having the "real conversation" at the "real table of power" don't give a single shit about crypto and they never will because it is in no way a real threat to the existing economic power structure.

The "group of people I hang out with" you're referring to is actually the Federal Government of the United States, and it's not one that I'm particularly fond of, but they are who is in charge. As I mentioned in another post, the US government could easily shut down the effective use of every crypto currency inside of the United States. They have the legal and physical ability to do that today.

There is very little evidence that the crypto community understands the systems they are so eager to destroy and rebuild (often with worse solutions, that have already been tried and failed, to the same problems). This doesn't mean the current banking system does not have faults, but those who don't learn from history are doomed to repeat it.

> there is nothing stopping the Bitcoin network, for instance, from deciding it wants to inflate after it has mined all the coins

But at least it would be up to a community of users, rather than government decree. I doubt any of the crypto communities would decide to have ~10% long term inflation like USD.

> The fact that the vast majority of mining is controlled by a handful of Chinese companies and that this is seen as preferable to The Fed for deciding whether or not to inflate seems crazy to me.

Also a fair point against Bitcoin, but I think the future is PoS.

> No, because anyone who wants to make a serious business out of these will be required to become a Money Services Business, and have a Know Your Customer (KYC) process. As I mentioned in my previous posts: we've thought about this problem before, we don't want money floating around that isn't easily traceable, and so we already have laws governing this stuff.

Right, I'm not saying that ZEC will let people get around KYC controls etc. Businesses will need to apply the same processes when accepting a large ZEC deposit or a large suitcase of cash. I'm just saying that crypto privacy can be as good as cash.

> If a currency is truly deflationary consumers wont want to spend it

I doubt low-inflation currencies would actually change spending/hoarding behavior significantly. People who want to hoard wealth can do so already, with gold, land, TIPS, etc.

There would be a shift in the assets used for savings, from gold etc. to crypto, but that doesn't mean less economic activity. Currency that's "locked up" in long term savings just doesn't affect the economy (unless there's some reason to believe that velocity will change). For some evidence look at M2 supply, M2 velocity and the CPI.

> But at least it would be up to a community of users, rather than government decree. I doubt any of the crypto communities would decide to have ~10% long term inflation like USD.

Voting which is heavily centralized to a few massive owners is not a significant improvement on The Fed, I'm sorry, that's just ridiculous.

> Also a fair point against Bitcoin, but I think the future is PoS.

PoS has huge numbers of different problems, mainly that it is a system designed around plutocracy.

> I'm just saying that crypto privacy can be as good as cash.

And I'm saying that if the crypto currencies that actually allowed for cash-like privacy levels (ie anonymous transactions etc.) actually reached any level of scale FINRA would immediately shut them down. Anonymous transactions are not a technical feat, they are a political one. Again, the guys with guns already decided we don't get anonymous transactions so just writing the code for it isn't going to change things.

> I doubt low-inflation currencies would actually change spending/hoarding behavior significantly. People who want to hoard wealth can do so already, with gold, land, TIPS, etc.

Right, and the thing those things have in common is that they are "Not Currencies."

> we've thought about this problem before, we don't want money floating around that isn't easily traceable

You mean like the vast amount of paper money?