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[1754] => 虚拟币存提
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[1655] => 虚拟币资讯
[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。 - s3 E1 }+ _/ w+ M4 b
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5. 废话的不对称原则/ s( n" ?! H% b* p0 R5 S
反驳废话所需的能量比产生废话要大一个数量级。8 Y# v; d8 s+ N" e
1 G, _ ]. u, H- t* `7 Y. }4 Z! @
回想: 写 luna 的优点=成千的点赞。& Q( R! U q- S( c2 _
. d3 z- j3 m z6 d" V6 e9 g1 q
写 luna 的缺点=无数的敌人和谩骂。% D; `: ^$ \/ _3 W/ k2 f5 R
, |/ G4 Q6 V: ]5 R# p; ]4 \+ P
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。
7 g7 D; V8 F/ l8 D) j$ x2 E6 o7 Z8 O: \: v/ J
而对抗它们需要太多的精力。) j1 D* _8 L. [, C0 {
" `( D8 {! W: @) q
6.风险不可知原则(黑天鹅)
) h5 q# R0 B) W9 r/ l被知道的风险:智能合约漏洞。 R+ z4 J- `# ^. ^
* T% M2 {# ?8 l' w8 i
不可知的风险:911、3箭崩溃等。 S7 g2 L$ N+ h1 _% I
" K# @5 N8 u# A2 C* W+ U- \因为不可知的风险一直存在,只有多样化才能防范。' y- h. @. K7 v& b. {" S h5 p7 |
+ z9 b+ D4 ~9 r- U! p
想象一下罕见事件:
1 I+ \6 @2 f" g) j# U+ J. l+ I% o! H& o% `3 I9 G# w% Z4 w" @
• 中本聪的钱包苏醒
3 j8 H5 `/ I* I5 y6 S9 h7 u1 J' b( x
* {' F! E5 c: F2 ]8 Y• 核打击
% J* z) s" K. [5 r% D2 I& y/ B2 C; X, E& [
我们倾向于低估黑天鹅的影响!( x% ]) f7 _) {( {3 e7 [ J& Q+ h2 n
6 D3 Y9 e8 Y) ~9 i( O1 \7 N7.二八定律
9 E. c0 B& C. r" { H在币圈:
5 M; Y1 v& {1 U% ], S6 w6 d* u% `; ]! Y
80% 的收入来自 20% 的协议。
" H" ~) s& n3 {& G# \$ @: }- }4 Q: w7 l+ c
80%的利润被20%的人拿走。$ r) @; d7 l* M' @
4 p) F' \2 B) Y. o
我们大多数时候是8,而不是2,时刻警惕这一点。
$ i* R3 t% d% C. z- f
" y+ f. i: o( k) u5 n8.网络效应
/ ?1 H' w- S- t9 b! Z5 g+ z# K产品随着更多用户加入而更有价值。
K' u9 H L% y7 [; i3 M1 [8 _, Y; N5 L* T& T. n) o
想想脸书如果没人使用会有什么价值?; F( j1 q7 s1 O4 E! k! O, A# I
5 @5 t2 C' j; X; y一个产品产生了网络效应,就成为了护城河。2 ~ T. o9 \( y2 P
2 H# P2 Z* S- N/ h
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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