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[1756] => 银行卡
[1757] => 第三方支付
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[lastpost] => 2770519 比特币 2026 年的价格催化剂:宏观顺风和机构支持将推动下一轮牛市(转) 1759343352 jackcool1011
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上次分享了第一篇,这次继续来分享第二篇。
' t2 t0 M0 O4 n* H0 L) {- A7 Z, L; r! X
2 z" h# `4 I( U0 m/ j/ N g5. 废话的不对称原则7 l1 `0 t6 O0 w% p6 F% Y" {% u
反驳废话所需的能量比产生废话要大一个数量级。# W! h( a3 `: ~
% `7 U) f( c( J. V# I
回想: 写 luna 的优点=成千的点赞。" l" O. |; |" ~
: L3 e Y+ v- F& y& y3 _
写 luna 的缺点=无数的敌人和谩骂。
9 O& p$ d5 \4 I1 ~8 f
9 @1 `- W6 f" O1 _" ^每个周期,都会有邪教类型的项目,人们无视核心,只因利益一致而拼死维护。0 a7 s2 U" f& V @; ?5 y" d# s
8 A( w0 Y1 t# P9 ~/ Y( t! A9 \而对抗它们需要太多的精力。
7 j% @' r/ W0 Q; J
2 ^* ]" k5 o1 O0 S' H2 B6.风险不可知原则(黑天鹅)* y: ^2 r$ L2 l2 |' i; S
被知道的风险:智能合约漏洞。
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: V) X7 p. ]8 N1 T" ~/ k4 ~不可知的风险:911、3箭崩溃等。
9 a& Z; O% f; y1 u: Z
9 t, V9 A. f- I因为不可知的风险一直存在,只有多样化才能防范。
9 j( h% X8 ]7 u7 l; E" N0 M/ O, l. K" K) n7 _; w2 l
想象一下罕见事件:! I+ S" H @7 |, W/ f
8 P3 Q- C5 _) V) W) T) f• 中本聪的钱包苏醒
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5 ?: |& ]: |8 ?1 h• 核打击" P; X5 @0 Y2 ^; Z9 u4 J7 |7 i% N
7 A4 X1 V$ h. K! S. a/ I- Z7 L我们倾向于低估黑天鹅的影响!( ^, u0 p2 i2 v/ W/ R$ S7 l
* C* p5 z) N% V" \8 J' M
7.二八定律
) b# x" V7 E t( F' J在币圈:" x' f) E0 y5 E8 i
9 k9 @9 ^) L* [6 W- A: H& k
80% 的收入来自 20% 的协议。! I( b) U7 |: ]4 Q/ }: _
5 r! a3 J7 ?# `7 }7 D* Z6 j, }5 t6 ^80%的利润被20%的人拿走。% R( n# N3 H" {# l" b4 D T
4 t/ z7 ^& u& c$ X, b
我们大多数时候是8,而不是2,时刻警惕这一点。
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8.网络效应* q/ ~6 s, b) j' N- s# }# f
产品随着更多用户加入而更有价值。: t7 ]. P7 @( F* A2 W% z
g: F5 E' D. F3 e. j% b9 K" W
想想脸书如果没人使用会有什么价值?
& h" s+ B2 r% o
- ?+ a/ J$ |2 R7 O$ c d一个产品产生了网络效应,就成为了护城河。
' F& I0 H$ L: ^' W& {( m
9 ^1 {" C2 L* |) C: |9 {- {投资时,要考虑什么产品能产生护城河。 往往只有一个产品能获胜。
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