Buongiorno, Giacomo Tesio <giacomo@tesio.it> writes:
https://telegra.ph/What-Was-TON-And-Why-It-Is-Over-05-12
Interessantissima lettura.
Per averne il contesto, credo che un buon riassunto della storia sia in questa tripletta di articoli: «Expert: Judge unlikely to let Telegram distribute Grams outside US» [1] 20 Mar 2020 --8<---------------cut here---------------start------------->8--- After a New York judge barred Telegram from distributing tokens for its upcoming blockchain network, Telegram asked the judge if it can distribute tokens to non-US citizens. --8<---------------cut here---------------end--------------->8--- «Judge says Telegram can’t distribute Grams to non-US investors» [2] 1 Apr 2020 (pesce d'Aprile! :-) ) --8<---------------cut here---------------start------------->8--- Telegram requested to distribute tokens for its upcoming blockchain network to non-US investors, who comprised the bulk of its $1.7 billion raise. Request denied. --8<---------------cut here---------------end--------------->8--- «Telegram abandons $1.7 billion crypto project» [3] 12 May 2020 --8<---------------cut here---------------start------------->8--- Telegram has given up on the Telegram Open Network. The launch of the network was delayed by a court case with the SEC. [...] Telegram promised it would return the tokens if the network didn’t launch by April 30. The network didn’t launch, so Telegram offered to return investors their money. The project folded less than two weeks later. [...] Telegram had hoped that TON would monetize Telegram, which currently has no advertisements and does not harvest user data. Durov, and his brother, Nikolai, made their billions from VKontakte, a Russian analogue to Facebook. They used the money to bankroll Telegram, --8<---------------cut here---------------end--------------->8---
Giudice o meno, TON era fuffa blockchain e come tale destinata, secondo la mia autorevolissima predizione (:-D), a fallire miseramente entro il 2020. Per cui Durov non la conta giusta e mi piacerebbe molto leggere la sentenza.
La dichiarazione stampa della SEC n. 2019-212 del 11/10/2019 è questa: https://www.sec.gov/news/press-release/2019-212 --8<---------------cut here---------------start------------->8--- The complaint alleges that defendants failed to register their offers and sales of Grams, which are securities, in violation of the registration provisions of the Securities Act of 1933. --8<---------------cut here---------------end--------------->8--- La sentenza che ha messo fine all'avventura è questa https://web.archive.org/web/20200513094554/https://www.courtlistener.com/rec... negli articoli sopra ci sono riferimenti a quelle intermedie. Io non ci capisco quasi niente di queste regole, ma pare che per queste operazioni ci siano delle regole piuttosto stringenti... non mi è dato sapere se sono anche giuste.
Ma per quanto giungano da un bimbo imbronciato cui è stato tolto il giocattolo, le considerazioni geopolitiche sono assolutamente imperdibili. :-D
Beh, soprattutto perché i piani per Libra stanno tutt'ora proseguendo, seppur tra frenate, aggiustate e ripartenze. Vedremo cosa farà la Cina in questo campo, ma pare che abbia pianificato la propria moneta digitale: «Why China's digital yuan has Facebook Libra envy» [4] 10 May 2020 --8<---------------cut here---------------start------------->8--- A speech in China last week made clear that the country is struggling with mounting concerns about how it will compete against Facebook's Libra. In this week's da bing. [...] Li began his Libra remarks by describing it as “supranational digital currency 超主权数字货币.” By that, he meant a digital currency created not by a country, but by a large, credible organization. This sort of currency is designed to replace existing financial intermediaries such as commercial banks and even central banks to some extent. [...] Mark Zuckerberg was particularly skilled at this when he made the case that if the US doesn’t catch up and create a digital currency, China’s digital yuan will usurp the dollar and achieve currency supremacy. [...] To China, Libra isn’t just a Facebook project, it’s essentially controlled by the Fed. When China denounces Libra, it is really dissing America’s financial leadership. [...] If code is law, China is attempting to use the digital yuan to codify a new global norm, written by China. [...] In many ways, this looks like a classic Silicon Valley style fight, with China’s technology being potentially better and more advanced at this point. The only problem? China might be a little too big for even Facebook to acquire. --8<---------------cut here---------------end--------------->8--- E l'Europa? Boh?!? Saluti, Giovanni [...] [1] https://web.archive.org/web/20200416225627/https://decrypt.co/23887/telegram... [2] https://web.archive.org/web/20200513094606/https://decrypt.co/24254/telegram... [3] https://web.archive.org/web/20200513092702/https://decrypt.co/28597/telegram... [4] https://web.archive.org/web/20200513101258/https://decrypt.co/28317/why-chin... -- Giovanni Biscuolo