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Part I: first talk about IPFS, these two days and IPFS dry on (Behind his)
two days The IPFS group is a bit active. Let me share my views. It may not be correct, just to provide you with another way of thinking.
In the long run, there are prospects for IPFS. The main problem is that the current investment timing does not match the actual development.
The price before the launch is already more than 100 RMB, and it is expected to be overdrawn. The story tells the story up to now, and the time is not short. The profitable investors are early risers. It is too dangerous to intervene now.
Is IPFS really valuable?
Let's only discuss his value from the perspective of ecological development.
IPFS can re-architect the central storage method in a distributed manner. It can be used as a mass storage calculation to provide a huge underlying infrastructure for the new infrastructure. It can drive the underlying storage computing and analysis ecology.
Regarding this part, there is more content to talk about, so I will stop here for the time being. In a word, the data foundation constructed by IPFS is valuable.
What is the current problem with IPFS?
The problem with IPFS is, who will store the data on it? Public chains, Dapps, and Internet companies may all store data on them.
Public chain: Some public chains store their own data on IPFS.
Dapp: At present, DApps that have real users, apart from finance, there are not many users of games or other applications, and users have no data.
Internet companies: Internet companies with a large number of users may not prefer IPFS. Users and their data are the most important assets of an enterprise, and the premise of using decentralized storage must be security, efficiency, and low cost. Even if IPFS is used to reduce costs, it must be carefully migrated after IPFS has been running stably for a period of time. Therefore, traditional Internet companies will use IPFS with caution.
The most likely to use IPFS may be small and micro enterprises and blockchain startups pursuing cost-effectiveness.
Based on the above analysis, I personally believe that the main problem with IPFS is the lack of data sources. If the amount of data is small, how does IPFS play its value? The current price will eventually return to actual value.
The second part: Blockchain data and off-chain data are currently separated. There is a data gap between the two worlds. My WeChat information, address book, and friends cannot be used on the public chain. The public chain cannot obtain off-chain data to empower itself, which hinders the speed of ordinary users' migration to the blockchain. This has caused the phenomenon that the block chain is still in the middle of nowhere. He can neither connect with physical assets nor communicate with off-chain data.
The third part: To solve the problem of IPFS data source, the problem of interoperability between on-chain and off-chain data, and the problem of slow migration of users to the blockchain, there are one way and two possibilities.
One way:
public chains like Link are traditional A solution for data transfer to blockchain. Saying that Link does not mean that Link will have a good future. Here is just an example of him.
Link is called an oracle. Don’t be fooled by his name. I was fooled from the beginning. He is just a name, you can call him an excavator (cover your face).
The main function of Link is to upload the off-chain data after consensus. About Link is another topic, here is just a brief introduction.
Everyone pays attention to projects like this. Because this kind of project is the entrance of off-chain data into the blockchain world. With off-chain data empowering DApps, DApps can provide users with more experience and generate more data. At this time, IPFS can truly play a role. The development path I think about is: projects like Link first meet the data chain function, and then the IPFS burst.
Two possibilities:
At the current speed, the time for users to migrate to the blockchain will be longer. As mentioned above, one of the reasons is that the block chain is separated from Internet data and cannot attract ordinary users.
I think of two reasons for the rapid migration of users:
1. The collapse of the US dollar system: The collapse of the US dollar system will cause people to rethink the disadvantages of sovereign currencies and prompt people to accelerate their entry into non-sovereign currencies.
2. The collapse of the central data organization: If a major problem occurs in a central data organization, causing major losses, it will make people rethink the drawbacks of centralized storage, make people turn their attention to decentralized storage and decentralized applications, and speed up ordinary people's entry into the block The speed of the chain. This situation is just speculation, but think about it, this year the epidemic broke out, the US stocks four circuit breakers, and various things. Is there anything else that can't happen?
We are at such a historical intersection. The depression period of the Kangbo cycle, the Gengzi year that occurs once in 60 years, the intersection of the rise and decline of the East and the West, history is turning.
Because the current situation is so special, I speculate that the central thunderstorm has increased the possibility of people understanding the decentralized world.
Part 4: Haibo
Haibo is currently the only public chain project that bridges the real world and the blockchain world except ipfs. It connects the consensus real map data from the real world to the blockchain.
It serves the Internet, public chain projects and Dapps by transforming the underlying data into the blockchain. Most public chains and Dapps always think about subverting centralization, which is a major change in thinking. The names of center and decentralization are opposed, and actual applications do not necessarily have to be opposed. Many projects have died in the imagination of satisfying decentralized beliefs, subverting the pleasure of the old forces, and realizing self-worth. Central giants have formed their own network ecology, and they must engage in an opposing decentralization to subvert their opponents. They are either telling stories or unrealistic.
Haibo belongs to the two-sided type, which can not only help traditional enterprises reduce the cost of map data, but also play an important role in the blockchain world. It is cleverly positioned and belongs to the bottom-of-the-wall type.