exchange

Base system with REST service to issue digital coins, run by the payment service provider
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conclusions.tex (11217B)


      1 \chapter{Future Work}\label{chapter:future-work}
      2 We now discuss future work that builds upon the results presented so far.
      3 
      4 
      5 \subsection*{Standard Model}
      6 Our current instantiation of the Taler protocol relies heavily on hash
      7 functions.  Since the result by Canetti and others \cite{canetti2004random}
      8 about the theoretical impossibility of securely instantiating protocols that
      9 rely on the random oracle assumption for their security, a vast amount of
     10 literature has been devoted to find instantiations of interesting protocols in
     11 the standard model \cite{koblitz2015random}.  The Taler protocol syntax could
     12 likely be also instantiated securely in the standard model, based existing on
     13 blind signature schemes in the standard model.  The trade-off however is that
     14 while removing the random oracle assumption, typically other less well known
     15 assumptions must be made.
     16 
     17 \subsection*{Post-Quantum security}
     18 The possibility of post-quantum computers breaking the security of established
     19 cryptographic primitives has lately received a lot of attention from
     20 cryptographers.  While currently most schemes with post-quantum security are impractical,
     21 it might be worthwhile to further investigate their application to e-cash, based
     22 on existing work such as \cite{zhang2018new}.
     23 
     24 \subsection*{Applications to network incentives}
     25 Some peer-to-peer networking protocols (such as onion routing
     26 \cite{dingledine2004tor}) do not have inherent incentives and rely on
     27 volunteers to provide infrastructure.  In future work, we want to look at
     28 adding incentives in the form of Taler payments to a peer-to-peer networking
     29 platform such as GNUnet.
     30 
     31 \subsection*{Smart(er) Contracts and Auctions}
     32 Contract terms in Taler are relatively limited.  There are some interesting
     33 secure multiparty computations, such as privacy-preserving auctions
     34 \cite{brandt2006obtain} that could be offered by exchanges as a fixed smart
     35 contract.  This would allow a full privacy-preserving auction platform, as
     36 current auction protocols only output the winner of a privacy-preserving
     37 auction but do not address the required anonymous payments.
     38 
     39 
     40 \subsection*{Backup and Sync}\label{sec:future-work-backup-sync}
     41 Synchronization of wallets between multiple devices is a useful feature, but a
     42 na\"ive implementation endangers privacy.  A carefully designed protocol for
     43 backup and synchronization must make sure that the hosting service for the
     44 wallet's data cannot collaborate with the exchange and merchants to deanonymize
     45 users or transactions.  Thus when spending coins for a payment, devices should
     46 not have to synchronously talk to their backup/sync provider.  This creates the
     47 challenge of allocating the total available balance to individual devices in a
     48 way that fits the customer's spending pattern, and only require synchronous
     49 communication at fixed intervals or when really necessary to re-allocate coins.
     50 
     51 Another possible approach might be to use Private Information Retrieval (PIR)
     52 \cite{goldberg2007improving} to access backup and synchronization information.
     53 
     54 
     55 \subsection*{Machine-Verified Proofs}
     56 We currently model only a subset of the GNU Taler protocol formally, and proofs
     57 are handwritten and verified by humans.  A tool such as CryptoVerif
     58 \cite{blanchet2007cryptoverif} can allow a higher coverage and computer-checked
     59 proofs, and would allow protocol changes to be validated in shorter time.
     60 
     61 \subsection*{Coin Restrictions / ``Taler for Children''}
     62 By designating certain denominations for different purposes, GNU Taler could be
     63 used to implement a very simple form of anonymous credentials
     64 \cite{paquin2011u,camenisch2004signature}, which then could be used to
     65 implement a Taler wallet specifically aimed at children, in order to teach them
     66 responsible and autonomous spending behavior, while granting them privacy and
     67 at the same time preventing them from making age-inappropriate purchases
     68 online, as the discretion of parents.
     69 
     70 %\subsection*{gnunet-blockchain / deployment of the full stack payment system}
     71 %=> no, talk more about integration with real banks, KYC
     72 %
     73 %\subsection*{P2P payments}
     74 %
     75 %\subsection*{NFC Wallet}
     76 %
     77 %\subsection*{large, scalable deployment}
     78 %I.e. sharding, db replication, load balancer(s)
     79 %
     80 %\subsection*{Hardware security module for exchange}
     81 %
     82 %\subsection*{Bitcoin/Blockchain integration}
     83 %
     84 %\subsection*{UX study and improvements}
     85 %(including tracking/planning of spending)
     86 %
     87 %\subsection*{News Distribution}
     88 
     89 \chapter{Conclusion}\label{chapter:conclusion}
     90 
     91 % sources and inspirations
     92 % https://www.bis.org/publ/arpdf/ar2018e5.pdf
     93 % https://www.bis.org/publ/qtrpdf/r_qt1709f.pdf
     94 % http://andolfatto.blogspot.com/2015/02/fedcoin-on-desirability-of-government.html
     95 
     96 This book presented GNU Taler, an efficient protocol for
     97 value-based electronic payment systems with focus on security and
     98 privacy.  While we believe our approach to be socially and economically beneficial, a
     99 technological impact analysis is in order prior to adopting new
    100 systems that have broad economic and socio-political implications.
    101 
    102 Currencies serve three key functions in society:~\cite{mankiw2010macroeconomics}
    103 \begin{enumerate}
    104 \item As a unit for measurement of value,
    105 \item a medium of exchange, and
    106 \item a store of value.
    107 \end{enumerate}
    108 How do the various methods measure up to these requirements?
    109 
    110 \section{Cryptocurrencies vs. Central-Bank-Issued Currencies}
    111 
    112 \begin{figure}
    113 \centering
    114 \includegraphics[width=\textwidth]{diagrams/bitcoin-market-price.png}
    115   \caption[Historical market price of Bitcoin.]{Historical market price (in
    116   USD) of Bitcoin across major exchanges (Source:~\url{https://blockchain.com}).}
    117 \label{fig:volatility}
    118 \end{figure}
    119 
    120 Cryptocurrencies generally fail to achieve the required stability to serve as a
    121 reasonable unit of measurement (Figure~\ref{fig:volatility}).  The volatility
    122 of cyptocurrencies is caused by a combination of a lack of institutions that
    123 could intervene to dampen fluctuations and a comparatively limited liquidity
    124 in the respective
    125 markets.  The latter is exacerbated by the limited ability of decentralized
    126 cryptocurrencies to handle large transaction volumes, despite their extreme
    127 levels of resource consumption.  As a result, the utility of decentralized
    128 cryptocurrencies is limited to highly speculative investments and to the
    129 facilitation of criminal transactions.
    130 
    131 With respect to privacy, completely decentralized cryptocurrencies
    132 provide either too much or too little anonymity.  Transparent
    133 cryptocurrencies create the spectre of discriminatory pricing, while
    134 especially for privacy-enhanced cryptocurrencies the lack of
    135 regulation creates an attractive environment for fraud and criminal
    136 activity from tax evasion to financing of terrorism.
    137 
    138 These problems are easily addressed by combining the register (or
    139 ledger) with a central bank providing a regulatory framework and
    140 monetary policy, including anti-money-laundering and
    141 know-your-customer enforcement.
    142 
    143 \section{Electronic Payments}
    144 
    145 Day-to-day payments using registers are expensive and inconvenient.
    146 Using a register requires users to {\em identify} themselves to {\em
    147   authorize} transactions, and the use of register-based banking
    148 systems tends to be more expensive than the direct exchange of
    149 physical cash.  However, with the ongoing digitalization of daily life
    150 where a significant number of transactions is realized over networks,
    151 some form of electronic payments remain inevitable.
    152 
    153 The current alternative to (centrally banked) electronic cash are a
    154 payment systems under full control of oligopoly companies such as
    155 Google, Apple, Facebook or Visa.  The resulting oligopolies are
    156 anti-competitive. In addition to excessive fees, they sometimes even
    157 refuse to process payments with certain types of legal businesses,
    158 which then are often ruined due to lack of alternatives.  Combining
    159 payment services with companies where the core business model is
    160 advertising is also particularly damaging for privacy.  Finally, the
    161 sheer size of these companies creates systemic risks, just as their
    162 global scale creates challenges for regulation.
    163 
    164 As GNU Taler is free software, even without backing by a central bank,
    165 Taler would not suffer from these drawbacks arising from the use of
    166 proprietary technology.
    167 
    168 Furthermore, Taler-style electronic cash comes
    169 with some unique benefits:
    170 \begin{itemize}
    171   \item improved income transparency compared to cash and traditional
    172     Chaum-style e-cash,
    173   \item anonymity for payers,
    174   \item avoidance of enticement towards consumer debt --- especially
    175     compared to credit cards, and
    176   \item support of new business models and Internet security
    177     mechanisms which require (anonymous) micro-transactions.
    178 \end{itemize}
    179 
    180 Central banks are carefully considering what might be the right
    181 technology to implement an electronic version of their centrally
    182 banked currency, and with Taler we hope to address most of their concerns.
    183 Nevertheless, all electronic payment systems, including Taler even
    184 when backed by central-bank-issued currencies, come with their own
    185 inherent set of risks:~\cite{riksbank2017riksbank}
    186 
    187 \begin{itemize}
    188   \item increased risk of a bank run: in a banking crisis,
    189     as it is easier to withdraw large amounts of digital
    190     cash quickly --- even from remote locations;
    191   \item increased volatility due to foreign holdings that would
    192     not be as easily possible with physical cash;
    193   \item increased risk of theft and disruption: while physical
    194     cash can also be stolen (and likely with much less effort), it is
    195     difficult to transport in volume~\cite{force2015money}, the
    196     risk is increased with computers because attacks scale \cite{hammer2018billion}, and
    197     generally many small incidents are socially preferable over a
    198     tiny number of very large-scale incidents; and
    199   \item unavailability in crisis situations without electricity and Internet
    200     connectivity.
    201 \end{itemize}
    202 
    203 
    204 We believe that in the case of Taler, some of the risks mentioned
    205 above can be mitigated:
    206 \begin{itemize}
    207  \item Volatility due to foreign holdings and the resulting increased
    208    risk of bank runs can be reduced by putting limits on the amount of
    209    electronic coins that customers can withdraw.  Limiting the
    210    validity periods of coins is another method that can help
    211    disincentivize the use of Taler as a value store.
    212  \item The use of open standards and reference implementations enables
    213    white-hat security research around GNU Taler, which together with
    214    good operational security procedures and the possibility of
    215    competing providers should reduce the risks from attacks.
    216  \item GNU Taler can co-exist with physical cash, and might even
    217    help revive the use of cash if it succeeds in reducing credit
    218    card use online thereby eliminating a key reason for people to
    219    have credit cards.
    220 \end{itemize}
    221 
    222 Unlike cryptocurrencies, Taler does not prescribe a solution for monetary
    223 policy or just taxation, as we believe these issues need to be subject to
    224 continuous political debate and cannot be ``solved'' by simplistic algorithms.
    225 What we offer to society is an open and free (as in free speech) system with
    226 mechanisms to audit merchants' income, instead of proprietary systems
    227 controlled by a few oligopoly companies.