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上次分享了第一篇,这次继续来分享第二篇。 , F& Y8 j2 A) Y) ~* k( o
2 k: p. {2 H8 f) G5. 废话的不对称原则+ G& C9 e# S5 U- g# l) d
反驳废话所需的能量比产生废话要大一个数量级。
1 b& u" D: H% \4 p6 P
7 i ^/ l! p9 ` O" w% ?/ s回想: 写 luna 的优点=成千的点赞。- e- ?& I& F- X/ Y4 |" ?$ D3 X' }: s
* h: k' }, b; s' h写 luna 的缺点=无数的敌人和谩骂。% b, E" r0 ~8 c# f% u/ ~
& b& Q: N- U* H2 Q6 t
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。
- `. h# q. d1 z% u% q8 D/ @) F9 c7 l) Q
而对抗它们需要太多的精力。# X4 I- J1 Y7 H- J! W& n2 N
$ N$ q' C& g+ |) U6 e, o. d% B
6.风险不可知原则(黑天鹅)0 M# x( d @& X% ~ e+ f- C
被知道的风险:智能合约漏洞。
+ }8 m$ l5 h% w
. Z3 S) P# p* _不可知的风险:911、3箭崩溃等。
3 F' r4 b1 w/ ` W0 N$ ?9 r2 j) K1 N7 O! c5 _, P, W
因为不可知的风险一直存在,只有多样化才能防范。# z7 r0 ?, Q8 y% j0 }/ z) ?
j& U, A2 X2 D7 N. l- ~) E" h想象一下罕见事件:# H. t, H; u2 y& w4 ?2 r; I
7 z" g: h, T) Q
• 中本聪的钱包苏醒. o4 `, t' {5 u/ a
- n5 [% @- ?7 ^" x- H' z• 核打击& o7 f, i1 y; u, ?0 E
" e/ f1 S5 c8 k1 W; K" l2 [我们倾向于低估黑天鹅的影响!; ~' n4 [& u$ \, E) f" \# t
0 h. U; v; e3 V3 H0 ?+ g
7.二八定律" ~8 N% X( E6 l% P" f4 B+ U; z2 K
在币圈:
8 p+ n( A- E% H: Z+ n
) n' ]/ I: Q5 C3 V0 n+ r; {/ X80% 的收入来自 20% 的协议。
2 B* i! R* b/ x7 x/ Q% e6 M, `- x7 h/ P4 V) L9 a7 l
80%的利润被20%的人拿走。1 J3 O+ ^: | ?1 z" \
: ~2 W- K4 h' V# e我们大多数时候是8,而不是2,时刻警惕这一点。
* h8 E/ G8 V( \* z9 L/ s6 ~( z0 U6 u6 [; \
8.网络效应
; M( U5 p! \/ ` I4 \6 j产品随着更多用户加入而更有价值。
9 N$ ]/ F2 {2 q6 p9 s s2 s* r* S% `: R1 a! s5 A
想想脸书如果没人使用会有什么价值?- D I" p' h$ |3 [
& C! G! r& u* n一个产品产生了网络效应,就成为了护城河。& @" T- q" o7 t) ^: n+ o5 o5 c1 r
/ e4 \* X2 s3 N& u
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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