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[1754] => 虚拟币存提
[1755] => 交易所
[1655] => 虚拟币资讯
[1756] => 银行卡
[1757] => 第三方支付
[1760] => 币圈大佬
[1758] => 科技前沿
[1759] => 天策嗨聊
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上次分享了第一篇,这次继续来分享第二篇。 & f# f8 y! `6 Y3 E
2 A% `; F5 f- ^4 V7 f/ X: a5. 废话的不对称原则
6 O X' d2 B8 U' z2 n& X. D: ~5 @反驳废话所需的能量比产生废话要大一个数量级。
) R9 m) H5 m; _5 n% T
: j( ?; C! e1 c: G回想: 写 luna 的优点=成千的点赞。7 B# S6 ~$ ]9 y5 c6 l- s; ?, Y" t$ O" o7 u
& h! p5 x9 f1 ^7 x" i+ N
写 luna 的缺点=无数的敌人和谩骂。
6 D. z# t; U3 t3 U) V$ }: S" p; a/ h* P- S- h
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。
# [ Q. Q# t' a$ O. a1 A' l" K ~6 \6 g& b0 b
而对抗它们需要太多的精力。
* ^6 c5 U% L, o
/ f+ s4 V& c% Y/ i6.风险不可知原则(黑天鹅)
" m: i% A$ A0 A$ o D8 z被知道的风险:智能合约漏洞。1 P4 Q" i2 `' `& P( A" T, @9 q
# r m" g2 @! M8 I' i
不可知的风险:911、3箭崩溃等。8 X2 e1 ~" b5 w7 `
# n6 P. s9 R) S% k1 A7 I# u/ q) h/ ]* h* C
因为不可知的风险一直存在,只有多样化才能防范。
7 v0 [. u7 Z' e @9 D
" ]- u( Y7 r5 V: A- z" m) L想象一下罕见事件:0 L- B; h8 B& G/ Z
4 I+ r, O, |( M$ @# K7 {
• 中本聪的钱包苏醒$ Z9 Q9 k& n. \) B4 u7 C4 l
& w: N( O7 Q# X; F- y
• 核打击: R, `3 y% X6 @% d4 n
; h( `% K8 ~' A" [# S' _
我们倾向于低估黑天鹅的影响!
; u" y$ D' L0 {) D4 X/ X3 N! e3 Q6 |4 \( I H
7.二八定律. M0 {: d! }1 N$ b
在币圈:% K, s+ S( l8 M% o- ~1 n4 `$ [) Z h
0 e+ i& y+ @/ J4 h, V+ K& c
80% 的收入来自 20% 的协议。
9 I2 h& K: }( F- [7 j2 @
, k* n! U1 G5 |/ O+ q6 b80%的利润被20%的人拿走。
- d& `) s- l* A5 J! R+ @0 [* ]5 d& k Q& f# r6 c
我们大多数时候是8,而不是2,时刻警惕这一点。) y7 z3 J0 W6 ]: @1 \8 s, i
, m* O# z7 m. v& ?( ~4 H
8.网络效应 q+ }# }' |! o/ K8 G9 n
产品随着更多用户加入而更有价值。' Q/ X3 n; H1 D1 @1 a+ h1 p7 e
. |# M' n, l: a1 w9 ?- U" O
想想脸书如果没人使用会有什么价值?
. k# e* E2 [0 n/ C- h+ W$ [* |
) O2 Y5 V( b( Z. \8 A" t一个产品产生了网络效应,就成为了护城河。
( j* N8 w7 b' a+ y1 m9 }# J c& [9 }* ^$ P
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。* Q' Q0 P9 k( R# P
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