[암호화폐]코인데스크 2018년 - 비트코인과 블록체인업계 보고서 발표

[암호화폐]코인데스크 2018년 - 비트코인과 블록체인업계 보고서 발표

[기사요약]

비트코인 거품이 빠진다면 그것은 금융역사상 하나중에 불과하다

이는 코인데스크의  State of Blockchain 2018 보고서에서 제공하는 이야기중 하나입니다.

이 보고서에는 공공 블록체인,DLT 컨소시엄체인, ICO,거래 및 투자, 규정 등이 포함되어 있으면 3000명이 넘는 코인데스크 독자의

통찰력을 제공하는 70개 이상의 설문 조사 결과가 있습니다.

If bitcoin is in a bubble, it is one of the few in the history of finance – if not the first – that expanded with negligible use of credit.

That's just one of the unique takeaways from CoinDesk's State of Blockchain 2018 report, the latest in the quarterly series setting out our in-depth research on the rapidly evolving world of cryptocurrencies and the technologies they've inspired.

Released Wednesday, the report provides a 160-plus slide analysis of some of the data points propelling this story forward.

The report covers public blockchains, DLT, consortium chains, initial coin offerings (ICOs), trading and investments, and regulation, and also features the results of our 70-plus question sentiment survey, which provides insight from over 3,000 CoinDesk readers.

Here are five of the most significant trends that defined both Q4 and 2017:

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비트코인은 2017년에 1,278%의 수익을 올리면서 슈퍼러닝에 뛰어들었다.

여기서 관점은 cryptocurrency 가 버블 에 있는지 여부

"예"라고 대답한 사람이 49% 아니오가 11%

응답자의 19%만이 비트코인을 사기 위해 빚(대출 등) 을 보았고 이중 절반이상이 갚았다

(아마 이 보고서의 내용은 2017년 안전한 투자를 한 사람들 대부분 수익을 보았다. 라고 말하는것 같다)

1. This is not your father's investment bubble

Bitcoin went on a super run in 2017 with returns for the year at 1,278 percent. Along with all the mainstream attention came discussion of whether the original and still largest cryptocurrency was in a bubble.

Our own readers were split on this, with about 49 percent answering "yes," 39 percent saying "no" and 11 percent who were neutral. Deeper than this split of opinion, our survey provided a much needed data point around the whole speculative bubble conversation.

Only 19 percent of our respondents went into debt to buy crypto, and of those who did, over half paid back their loans. The important and historic takeaway is that if bitcoin is indeed a bubble, it is the rare kind that has inflated with little leverage or borrowed money. (Margin trading on the exchanges was recently introduced, but it is limited and typically offered on a peer-to-peer basis.)

In short, bitcoin has made it this far without help from Wall Street or banks (unless you count the wholesale closing of accounts to certain industries and geographies by risk-averse financial institutions, which may inadvertently drive those de-banked users to use a permissionless system).

This marks the first time in recent memory average people have been ahead of the so-called "smart money" – another chapter in the ongoing narrative that bitcoin and cryptocurrencies are the most interesting story worldwide in finance and economics.

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2. 시장은 크게 다변화되어있다.

2017 년 1 월 bitcoin의 가치는 cryptocurrency 시장의 90 % 이상을 차지했습니다. Ethereum에는 거대한 개발자가 있었지만 거래량은 여전히 ​​매우 적습니다. 그러나 토큰과 ICO를 생성 하는 ERC-20스마트 계약이 2017 년 2 분기에 시작되어 전체 스토리가 변경되었습니다.

(이 역시 2017년에 많은 수익을 늘리면서 ICO나 다양한 코인들이 늘어났고 코인의 다양성에 의해 상승폭이 줄어들었다라고 보여진다)

2. The market has significantly diversified

In January 2017, bitcoin’s value represented over 90 percent of the cryptocurrency market. Ethereum had a huge developer following, but its trade volumes were still quite small. But when its first "killer app," the ERC-20 smart contract to generate tokens and ICOs, began to gain traction in Q2 2017, the whole story changed.

Demand for ether (generally needed to participate in many ICOs) grew, and so did the ability to finance and create new blockchains. This chipped away at bitcoin's dominance in the market until Q3, when bitcoin reversed the downtrend.

The timing of that shift appears to line up with bitcoin's adoption of Segregated Witness and the end of confusion around the bitcoin cash fork. While bitcoin steadily won back its dominance score, it waned again in December as ethereum had its best month of the year, driven by the ICO boom.

The market also diversified with the rise of an institutional crypto buy side, as hundreds of new funds formed to get exposure to this new asset class.

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ICO는 2017 년에 ethereum에 대한 수요를 밀어 올리는 데 도움이되었지만 뉴스를 만든 유일한 앱은 아닙니다.

CryptoKitties 는 ethereum의 마법의 해에 또 다른 흥미로운 주름을 추가하여 12 월에 세계를 폭풍에 몰아 넣었습니다. 많은 사람들 이 Kitties 의 어리 석음 을 비판하는 동안 , 소설적인 블록 체인 유스 케이스는 그럼에도 불구하고 그 표식을 만들었습니다.

ethereum은 이미 3/4 분기에 거래 기록을 깨뜨린 반면, Digital collectibles 앱은 Byzantium 하드 포크에서 업그레이드 한 것과 함께  ethereum을 불과 몇 개월 앞당겨 두 배로 늘리는 데 도움이되었습니다.

기발한 것이지만, CryptoKitties는 에테르의 현재 능력에 대한 완전한 그림을 그렸습니다.

3. Ethereum continues to set all-time transaction records

ICOs helped push demand for ethereum in 2017, but they weren’t the only app that made news.

CryptoKitties took the world by storm in December, adding another interesting wrinkle to ethereum's magic year. While many criticized the silliness of the Kitties, the novel blockchain use case nevertheless made its mark.

While ethereum had already broken its transaction records in the third quarter, the digital collectibles app, along with the upgrades from the Byzantium hard fork, helped ethereum nearly double the volumes achieved just a few months earlier.

Whimsical though it may be, CryptoKitties helped paint a full picture of ethereum's current capabilities.

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4. 한국은 중국이 남긴 공백을 채운다.

2017 년 초부터 중국은 그 해가 과거와 달라질 것이라는 신호를 보냈다.

9 월에 중국 이 ICO를 금지 한 후이 나라의 비트 코인 거래 를 중단 했을 때이 모든 것이 실현되었습니다 .

2017 년 이전의 교역 규모와 시장을 살펴보면 독자는 비트 코인과 크립토크 통화가이 손실로 고통받을 것이라고 믿게되었습니다. 그러나 Q3의 마지막 날에 모든 중국 거래가 끝났음에도 불구하고 비트 코인은 신속히 그 최고의 황소를 실었다.

간단히 말해서, 중국이 빠져 있다는 것을 아무도 염려하지 않는 것처럼 보였다. 오히려 새로운 선수에게 기회였습니다.

한국은 Q3와 Q4에서 중요한 cryptocurrency 거래 허브가되었습니다. 이는 중국이 남긴 공허의 대부분을 차지합니다. 원화는 특히 XRP와 ETH가 높은 볼륨으로 업계에서 가장 큰 규모의 통화 쌍 중 하나가되었습니다.

4. Korea fills the void left by China

From the outset of 2017, China signaled the year was going to be different than in the past.

This all came to fruition in September when China banned ICOs, then shut down bitcoin exchangesin the country.

Any look at trade volumes and markets pre-2017 would have led the reader to believe that bitcoin and cryptocurrencies would suffer from this loss. But even with all Chinese exchanges closing on the final day of Q3, bitcoin promptly went on its greatest bull run ever.

In short, it seemed no one cared that China was out. Rather, it was an opportunity for new players.

South Korea, for one, became an important cryptocurrency trading hub in Q3 and Q4 – taking up much of the void left by China. The Korean won became one of the highest-volume paired currencies in the industry, with particularly high XRP and ETH volumes.

5. ICOs were big, but forks and airdrops were much bigger

While the entire early-stage financing industry heard the call of ICOs in 2017, they were a blip when compared to other token-generating events.

Forks and airdrops come with a built-in user base (generally bitcoin HODLers) and were much more significant to the overall market cap in cryptocurrencies.

The bitcoin cash fork was the first to surprise the industry with the interest it generated, catching several exchanges flat-footed when users demanded their inherited property. Stellar too offered airdrops of its native currency, lumens, to bitcoin holders, leading some to believe this will be a more widely used strategy going forward.

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https://www.coindesk.com/coindesk-releases-2018-bitcoin-blockchain-industry-report/

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