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上次分享了第一篇,这次继续来分享第二篇。 $ c8 b* S. K6 n) v1 y
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5. 废话的不对称原则1 t) K* @4 O% F! N) q& h
反驳废话所需的能量比产生废话要大一个数量级。
+ d+ N. p4 x2 X4 U5 T
; Q1 F7 h. d- y. N* o9 q# T& B: Z回想: 写 luna 的优点=成千的点赞。7 \' k8 U# E& i. q* X
3 V/ X; ^/ c3 f( x写 luna 的缺点=无数的敌人和谩骂。
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1 Y+ u3 h) Y. i3 O5 d, c- W4 O( P1 [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。5 R6 `, {) A- u9 ]3 H ]/ X
( t! g1 M; f: p* U3 o- v+ o: ^
而对抗它们需要太多的精力。& n( ~3 O( p" G8 G
- }) y* B. ], y
6.风险不可知原则(黑天鹅)
1 A$ e9 x' Q9 Y. I% d3 j" G被知道的风险:智能合约漏洞。
5 k* F- n, C" Z* q# Y2 X, s4 X% S' r+ j
不可知的风险:911、3箭崩溃等。
$ k" q. ~& ]- d' ~! q% e1 H& h3 H% L& q
因为不可知的风险一直存在,只有多样化才能防范。
g4 M# {2 ^. L! i. _6 _1 ^
- @- [+ Z: h2 Z$ Q/ ] u9 K- e4 Z3 Y想象一下罕见事件:
4 B. K8 p+ v# E% x4 s* B
4 N/ K+ @: {0 w8 V• 中本聪的钱包苏醒8 F# h) h7 t. p n
# \0 G) [7 S! u2 N
• 核打击, ]' M% |6 P1 W5 d; D
6 v: i1 ~1 L# f' t. z* S& F/ i1 |
我们倾向于低估黑天鹅的影响!, y3 {( L! v' D+ T3 f
]6 L" }/ q8 ?9 i7.二八定律
[( o, q0 E: W6 U9 T在币圈:
5 S" ~8 X8 p! [! p
5 r- y, |! Q$ b$ i80% 的收入来自 20% 的协议。3 K* P$ j: P! ^4 ?2 _
6 }) |7 J+ d4 m80%的利润被20%的人拿走。5 W4 i. r, t) W6 o0 m/ @1 A
6 r `5 ~ m4 F3 {3 s
我们大多数时候是8,而不是2,时刻警惕这一点。
?0 ~2 M- Z9 J$ B+ _
, ^3 c6 S: z Y2 H% a1 c, T8.网络效应* }/ E% d3 q& R- ~, o+ M9 t
产品随着更多用户加入而更有价值。- g2 M: E' Z. Y" v; i- o. \
1 Y) r @1 U, d2 _& x
想想脸书如果没人使用会有什么价值?! T2 q: x0 y1 ~3 M" V
# _0 E% ^. `2 U- l! Y
一个产品产生了网络效应,就成为了护城河。
8 Z! x8 _/ P$ I( a: Q# R7 s
' x4 B. l) X; X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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