A Dual Tech Saga: Disruptive Trends From ETHDenver And MWC

As the first quarter of 2024 ends, the crypto industry has also seen the conclusion of major events, including ETHDenver. The 2018-launched mythical event has grown as the industry matures, becoming a crucial venue for founders and community members to observe new developments across the crypto ecosystem.

随着 2024 年第一季度的结束，加密行业也迎来了包括 ethdenver 在内的重大事件的落幕。这项于 2018 年推出的神话活动随着行业的成熟而发展壮大，成为创始人和社区成员观察整个加密生态系统新发展的重要场所。

In addition, crypto and blockchain took center stage at the Mobile World Congress in Barcelona, Spain. The event, which took place last week, hosted over 100,000 attendees from over 200 countries and 2,700 exhibitors from different tech sectors.

此外，加密货币和区块链在西班牙巴塞罗那举行的世界移动大会上占据了中心舞台。该活动于上周举行，吸引了来自 200 多个国家的 100,000 多名与会者以及来自不同科技领域的 2,700 家参展商。

We sat down with Claudia Richoux, Founder and CEO of Banyan, and Sheraz Ahmed, Managing Partner at STORM, to discuss these conferences, and get a behind-the-scenes look at the trends and key topics for the industry now and in the future. This is what they told us.

我们与 banyan 创始人兼首席执行官 claudia richoux 和 storm 管理合伙人 sheraz ahmed 坐下来讨论这些会议，并深入了解行业现在和未来的趋势和关键主题。这是他们告诉我们的。

“… people actually really don‘t know where we’re going or don‘t know where we’re headed.”

“……人们实际上真的不知道我们要去哪里，或者不知道我们要去哪里。”

Sheraz Ahmed, STORM Managing Partner

sheraz ahmed，storm 执行合伙人

ETHDenver: A Chat With Filecoin-Based Banyan Founder Claudia Richoux

ethdenver：与基于 filecoin 的 banyan 创始人 claudia richoux 的聊天

Claudia Richoux founded Banyan on top of the Filecoin network to empower users and give them control over their data. In that sense, the project is an alternative to Amazon Web Services (AWS), as it pushes for data sovereignty and price optimization for startups and companies.

claudia richoux 在 filecoin 网络之上创立了 banyan，以赋予用户权力并让他们控制自己的数据。从这个意义上说，该项目是亚马逊网络服务（aws）的替代品，因为它推动初创公司和公司的数据主权和价格优化。

In a world built on centralized data storage solutions, individuals are at risk of suffering from censorship, but companies face different risks as their operations become more and more reliable on a single point of failure. We spoke with Claudia about this and much more:

在一个基于集中式数据存储解决方案的世界中，个人面临着遭受审查的风险，但随着公司的运营在单点故障上变得越来越可靠，公司也面临着不同的风险。我们与克劳迪娅讨论了这一点以及更多内容：

Q: What do you think about ETHDenver？ Whats the sentiment and overall vibe at the conference, and what are people talking about behind the scenes？

问：您对 ethdenver 有何看法？会议上的情绪和整体氛围如何？人们在幕后都在谈论什么？

Claudia:

克劳迪娅：

(…) people have been talking a lot about crypto and AI stuff and decentralized compute because that‘s really, really exciting. A lot of things like Filecoin (…) we’ve all built storage and so now it‘s time to figure out compute; computes really exciting, (it’s) like 60% of most AWS bills that youre going to see from startups.

(…)人们一直在谈论很多关于加密货币、人工智能以及去中心化计算的话题，因为这真的非常非常令人兴奋。很多东西，比如 filecoin（……）我们都构建了存储，所以现在是时候弄清楚计算了；计算确实令人兴奋，就像您从初创公司看到的大多数 aws 账单的 60% 一样。

So, being able to undercut the prices there and open up more freedom to compute on different platforms is super exciting. That‘s something that I’ve seen a lot of the Filecoin stuff. And then at the Ethereum stuff, Ive seen a lot of re-staking stuff. I went to some ZK (Zero Knowledge) and scaling events that were really interesting as well, and there were a lot of cool toolkits coming out.

因此，能够降低那里的价格并在不同平台上开放更多的计算自由是非常令人兴奋的。这是我在 filecoin 上看到过的很多东西。然后在以太坊方面，我看到了很多重新抵押的东西。我参加了一些非常有趣的 zk（零知识）和扩展活动，并且出现了很多很酷的工具包。

Q: Why is data storage and cloud storage so important and why would they be important in the future？ And maybe you can talk a little bit about Banyan and what you guys do？

问：为什么数据存储和云存储如此重要以及为什么它们在未来会很重要？也许你可以谈谈 banyan 以及你们所做的事情？

Claudia:

Yeah, for sure. So I mean, a lot of people come at decentralization from the angle of, “oh, it‘s so important that we can’t get censored.” And that‘s important. However, it’s not important to 90% of the market because most startups are not worried they‘re going to get censored. Most large enterprises are not worried that they’re going to get censored. What they are worried about coming from AWS is that AWS is just going to charge them in the same amount of money. Their business will be incredibly dependent on that, (and) there‘s nothing they can do and they’re just kind of stuck and theyre (spending) a huge amount of their runway is going into the pocket of AWS.

耶，当然了。所以我的意思是，很多人从“哦，这太重要了，我们不能受到审查”的角度来看待权力下放。这很重要。然而，这对 90% 的市场来说并不重要，因为大多数初创公司并不担心他们会受到审查。大多数大型企业并不担心他们会受到审查。他们对 aws 的担心是 aws 只会向他们收取同样数额的费用。他们的业务将非常依赖于此，（并且）他们无能为力，他们只是陷入困境，他们（花费）大量的资金都进入了 aws 的口袋。

So I think decentralization is really interesting. Less for the censorship angle, more for the idea of competition. So yeah, if you have 10 different service providers, all of which you can trust because of some combination of cryptographic incentives or notary systems or auditing systems, and they are competing for your business instead of you using AWS (…).

所以我认为去中心化真的很有趣。更少的是审查角度，更多的是竞争理念。所以，是的，如果您有 10 个不同的服务提供商，由于加密激励或公证系统或审计系统的某种组合，您可以信任所有这些服务提供商，并且他们正在竞争您的业务，而不是您使用 aws (…)。

(…) And yeah, if you have that competition, you‘re going to have hopefully way lower prices. And we’ve already seen in the open source world that open source software development where you can have one piece of software that is kind of the commons. It‘s maintained by a lot of different people who are all contributing to the same piece of software, which can save costs because you’re not duplicating work as much (…).

（……）是的，如果你有这样的竞争，你的价格有望更低。我们已经在开源世界中看到了开源软件开发，您可以拥有一款属于公共资源的软件。它由许多不同的人维护，他们都为同一个软件做出贡献，这可以节省成本，因为您不会重复太多工作（...）。

So, with an open thing where we‘re collaborating instead of competing on the development of this new cloud, we can probably drive costs down. We can probably make people fight for a more sensible margin than what AWS is charging people right now. So I think that decentralization is going to be really, really good for cutting cloud costs if we actually execute on this vision and generally just for accessibility of compute resources and making it so that you’re not having as much cloud block and dealing with that. (…) What Banyan does is we take what Filecoin has already built and we make it ready for an enterprise user to use. And that can be a big company, that can be a startup, that can be a small and medium enterprise (…).

因此，通过开放的方式，我们在新云的开发上进行合作而不是竞争，我们或许可以降低成本。我们或许可以让人们争取比 aws 目前向人们收取的费用更合理的利润。因此，我认为，如果我们真正执行这一愿景，并且通常只是为了计算资源的可访问性，那么去中心化对于削减云成本将非常非常有好处，这样您就不会拥有太多的云块并处理这些问题。 。 (…) banyan 所做的是我们采用 filecoin 已经构建的东西，并使其准备好供企业用户使用。这可以是一家大公司，可以是一家初创公司，也可以是一家中小企业（……）。

(…) we‘re very focused on that. When people ask me what I do in Web3, I say, I onboard data on Filecoin. And they’re like, is that a startup？ Why is that an entire company？ And I think they just, there‘s an immense amount of complexity in actually bringing a decentralized startup to the enterprise, but we’re almost in GA, were about to launch and finally reaching the exciting part of this journey.

(…)我们非常关注这一点。当人们问我在 web3 中做什么时，我说，我在 filecoin 上加载数据。他们会说，这是一家初创公司吗？为什么这是一家完整的公司？我认为他们只是，实际上将去中心化的初创公司引入企业存在着巨大的复杂性，但我们几乎已经进入ga阶段了，我们大约启动并最终到达此旅程中令人兴奋的部分。

Mobile World Congress: Insights From STORMs Sheraz Ahmed

世界移动大会：storm 谢拉兹·艾哈迈德 (sheraz ahmed) 的见解

Sheraz Ahmed, Managing Partner at STORM, attended the Mobile World Congress and gave us a look into the massive event. While not directly speaking with Richoux, they coincided on several points: the importance of data user ownership, and decentralize data storage solutions as a key sector for the industry. Speaking about the MWC, Sheraz told us:

storm 的执行合伙人 sheraz ahmed 出席了世界移动大会，并向我们介绍了这一大型活动。虽然没有直接与 richoux 交谈，但他们在几点上达成了一致：数据用户所有权的重要性，以及将数据存储解决方案分散为行业的关键部门。谈到 mwc，sheraz 告诉我们：

Q: What do you think about the Mobile World Congress？ What were the main topics of the conversation, and how do they intertwine with blockchain and cryptocurrencies？ Do you think this technology and assets are important to the conversation？

问：您对世界移动通信大会有何看法？对话的主要话题是什么？它们如何与区块链和加密货币交织在一起？您认为这项技术和资产对对话重要吗？

Sheraz:

谢拉兹：

(…) I think a core point is that it‘s not only about mobile phones, it’s become about mobile technology and interconnectivity play at large. So everything from Wi-Fi 5G, satellite connection and the likes. And I think when you look at that from a broader play of data interconnectivity, because all of these companies, their main business model is the data angle. It was very interesting to discuss, see and even challenge some of those things. Honestly, when I was looking at some of the companies, seeing what they were doing and the likes, and maybe this is my perspective, but I felt like there was a lot of underlying uncertainty, so Ive been to a few of these conferences before that have like 60,000, 80,000 people, et cetera.

（……）我认为一个核心点是，它不仅与移动电话有关，而且还与移动技术和整个互联性有关。从 wi-fi 5g、卫星连接等一切。我认为，当你从更广泛的数据互连角度来看时，因为所有这些公司的主要业务模式都是数据角度。讨论、观察甚至挑战其中的一些事情非常有趣。老实说，当我观察一些公司，看看他们在做什么和喜欢什么时，也许这是我的观点，但我觉得存在很多潜在的不确定性，所以我之前参加过其中一些会议大约有 60,000、80,000 人，等等。

Ive never seen so much interest in the consultancy, strategic consultancy side of an industry in terms of if you look at who were some of the main pavilions, I mean you had Huawei, that was huge. Some of these huge phone makers, et cetera, et cetera, they are the mobiles of Mobile World Congress. But then if you looked at how busy they were from a retail perspective, yes people would check out the new folks, check new innovation, great. But then if you really looked behind the scenes and saw the equally big consultancy firm pavilions, Deloitte, PWC, et cetera, et cetera, they were as big. So they had invested as much money, and I saw at least twice as big in terms of, or in terms of volume of people that were going there.

我从来没有见过一个行业对咨询、战略咨询方面有如此大的兴趣，如果你看看谁是一些主要展馆，我的意思是你有华为，那是巨大的。其中一些大型手机制造商等等，他们是世界移动大会的手机。但如果你从零售的角度来看他们有多忙，是的，人们会检查新人，检查新的创新，这很好。但如果你真正深入幕后，看到同样大的咨询公司展馆，德勤、普华永道等等，它们也一样大。所以他们投资了同样多的钱，而且我看到至少是去那里的人数的两倍。

And what that meant or what that triggered me to believe is the fact that people actually really don‘t know where we’re going or don‘t know where we’re headed. There was a huge reliance on consultants to tell big companies what to do. What is their strategy, what should they innovate in now, how should they innovate？ And then speaking with some of the consultants themselves, they‘re always very macro, very strategic, etc. But it was interesting to see that they themselves are moving away from just consultancy. That is like advisory report. Here you go. This is your strategy. Okay, well if we have the experts in-house, why don’t we build the technology or technology that then we can use to service/support some of these larger organizations on an ongoing basis basis. And I thought that that was quite interesting because theyre essentially innovating in their business model as the innovation landscape moves forward.

这意味着或者促使我相信这样一个事实：人们实际上并不知道我们要去哪里，或者不知道我们要去哪里。人们非常依赖顾问来告诉大公司该做什么。他们的战略是什么，他们现在应该创新什么，他们应该如何创新？然后与一些顾问自己交谈，他们总是非常宏观，非常战略性等等。但有趣的是看到他们自己正在移动远离单纯的咨询。这就像咨询报告。干得好。这是你的策略。好吧，如果我们有内部专家，为什么我们不开发一种或多种技术，然后我们可以用它来持续为这些较大的组织提供服务/支持。我认为这非常有趣，因为随着创新格局的发展，他们本质上是在商业模式上进行创新。

But I definitely believe that there is this large wave of, what‘s the right way to put it, a form of uncontrolled technological innovation or I feel like everyone’s a bit out of their depths. Things are moving so fast that the larger organizations are building things that they believe are going to be important to the consumers over the next years to come. And they‘re building layer on top of layer of innovation that is driven by the money that they’re making and some things that the consultants are telling them and the likes. But it seems like, and again, maybe this is from my perspective, but it does seem like it‘s kind of getting out of their hands in some of the innovation that’s going forward (…). But there is a lot of, “oh, what the hell？ Technology has definitely made a leap into its next era, it‘s next phase, it’s next generation.”

但我绝对相信，存在着一大波，正确的说法是，一种不受控制的技术创新形式，或者我觉得每个人都有点超出了他们的深度。事情发展得如此之快，以至于较大的组织正在开发他们认为在未来几年对消费者来说很重要的东西。他们正在层层创新，这些创新是由他们赚到的钱以及顾问告诉他们的一些事情等驱动的。但似乎，再一次，也许这是从我的角度来看，但在未来的一些创新中，这似乎确实有点脱离了他们的控制（……）。但有很多人会说，“哦，到底是什么？技术肯定已经飞跃到了下一个时代，下一个阶段，下一代。”

And if you pull that back to the Web3 kind of angle and you look at the metaverse as an aggregation of those kind of four wave technologies, I definitely believe that that is becoming real today with how interconnected we can be through some of those mobile technologies through some of the augmented reality, virtual reality and technologies. Let‘s say applications that are coming out or hardware, software that is coming out. And it was quite crazy in terms of, it didn’t necessarily feel like, there was this one kind of common one. Common direction, yes, maybe in a way. But it really felt like there was a lot happening. A lot of people are trying to shoot not in the dark, but shoot in a lot of different places to see okay, where are we headed？ And it was kind of a moment as well where you can look at in each moment of uncertainty, chaos, theres a lot of opportunity. It felt like we were at that pivotal moment and the energy of opportunism was in the air.

如果你把它拉回到 web3 的角度，并将元宇宙视为四波技术的聚合，我绝对相信，随着我们通过其中一些移动技术实现的互联程度，这一点正在成为现实。通过一些增强现实、虚拟现实和技术。比如说即将推出的应用程序或即将推出的硬件、软件。这是相当疯狂的，感觉不一定有这种常见的。是的，也许在某种程度上是共同的方向。但确实感觉发生了很多事情。很多人试图不在黑暗中拍摄，而是在很多不同的地方拍摄，看看我们要去哪里？这也是一个你可以看到每个不确定时刻的时刻，混乱之中，蕴藏着很多机会。感觉我们正处于那个关键时刻，空气中弥漫着机会主义的能量。

Q: Microsoft, JP Morgan, Accenture, and many other big names in one place talking about the emergences of new technologies, such as AI, blockchain, etc., and it seems like every year it is easier to see the likes of Google joining hands with a crypto project, but what are they contributing with？ Where can we see these collaborations actually coming to life？

问：微软、摩根大通、埃森哲等众多大牌齐聚一堂谈论新技术的出现，比如人工智能、区块链等，而且似乎每年都更容易看到谷歌等加入我们在哪里可以看到这些合作真正落地？

Sheraz:

Yeah, I think today most of the blockchain world is based on centralized cloud storage, cloud computing. And there were quite some applications at the Mobile World Congress that were looking at decentralized forms of cloud storage. Now if you look at the Amazons AWS or Google, these kind of companies like Google Cloud is heavily pushing for more blockchain based businesses to run their nodes on their clouds and the likes, right？ So I think that was a big push there.

是的，我认为今天区块链世界大部分都是基于中心化的云存储、云计算。世界移动大会上有相当多的应用程序正在研究去中心化的云存储形式。现在，如果你看看亚马逊的 aws 或谷歌，像谷歌云这样的公司正在大力推动更多基于区块链的企业在他们的云等上运行他们的节点，对吗？所以我认为这是一个很大的推动。

That is a push there definitely that‘s foreseeable. I’ve seen a lot of them start pushing more kind of innovation programs that are not only blockchain led, but that some of the ideas that theyre trying to bring in, they want to have some form of distributed technology as an underlying for maybe some properties that blockchain can provide.

这绝对是可以预见的推动力。我看到他们中的很多人开始推动更多类型的创新计划，这些计划不仅是区块链主导的，而且他们试图引入的一些想法，他们希望拥有某种形式的分布式技术作为某些技术的基础区块链可以提供的属性。

So I think that was a big one. It wasn‘t really spoken at the Mobile World Congress, but I think the whole zero knowledge kind of privacy side is going to be super important play when it comes to data and especially when it comes to interconnectivity of different devices together and being able to, you don’t want your data to just be flown through different channels and systems left, right and center. You‘re going to want to have some form of encrypted, but also privacy filtered innovation or applications that allow you to ensure that what you’re putting into a certain database isn‘t going in and out and everywhere. So I think that’s an important one that is coming as well. And I think thats something that some of the larger organizations are working towards.

所以我认为这是一件大事。在世界移动大会上并没有真正谈到这一点，但我认为，当涉及到数据时，特别是当涉及到不同设备的互连以及能够，您不希望数据只是通过左、右、中不同的渠道和系统流动。您将需要某种形式的加密，但也需要隐私过滤的创新或应用程序，以确保您放入某个数据库的内容不会到处进出。所以我认为这也是即将到来的一项重要的事情。我认为这是一些较大的组织正在努力实现的目标。

Cover image from Dall-E, chart from Tradingview

封面图片来自 dall-e，图表来自 tradingview

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