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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。
5 x7 X. h8 e S1 y, J2 h E9 r
1 c" `3 ^8 a8 Y5. 废话的不对称原则
) q, v' Z& V1 g; v: B反驳废话所需的能量比产生废话要大一个数量级。
6 M* J" m" ^6 q w3 L6 r
) C+ m# B) n; F. H: p回想: 写 luna 的优点=成千的点赞。* z1 J- f) @: D4 F
7 o9 \: F- S! L) F9 F% R" b9 r写 luna 的缺点=无数的敌人和谩骂。. b K) I+ L0 t9 x
3 G4 `" B% f: R" O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 b+ I3 b% w5 a. W" M4 Q0 p) L
9 G, c* F5 Z1 N! N* s' F( z而对抗它们需要太多的精力。+ P* H- T8 Z- b' G
I( C# i& H/ F. F$ P6.风险不可知原则(黑天鹅)
s) z0 y% } w+ U! h被知道的风险:智能合约漏洞。
4 H& y- {+ ~+ m. j& z6 @: J: D
, ]9 l, A$ a/ Y1 C1 M& k6 U不可知的风险:911、3箭崩溃等。0 O4 }/ R* D% V) q% ?
7 ^, u% K9 U* F3 A
因为不可知的风险一直存在,只有多样化才能防范。( i/ w6 s( }7 \9 t$ A
7 B- r% i" k4 H
想象一下罕见事件:+ U, }% d R7 J% z
" v& o( x, F( D, M' [• 中本聪的钱包苏醒
7 z6 y" m$ {0 o( x! S* S3 }5 @. h. V
• 核打击& ?- J& ^1 E- L
- G% k" u! ?8 N* u6 Q2 R) i. X
我们倾向于低估黑天鹅的影响!
4 j- I' d7 _$ [% Y7 R
1 }4 c5 d. L: U+ J- h" W T7.二八定律
. b* ?0 U- X5 U6 U7 N- D在币圈:
$ O5 X" k; P* q/ w* V/ R, a
* r( X( a, c+ C9 p$ t80% 的收入来自 20% 的协议。+ u0 D: P1 O. t# {# X8 Y. s
2 f% \$ [- [" o; H+ g
80%的利润被20%的人拿走。4 s2 V% E1 G" E& Y' k% v2 W2 V0 t
8 V( L; }. @* ~2 E7 `" w我们大多数时候是8,而不是2,时刻警惕这一点。5 q# R K" |+ X( K+ a
: m/ G) e7 r/ Z' I* V8.网络效应, h" [" i" M2 W( @- t
产品随着更多用户加入而更有价值。9 g3 j: c \. Z) b+ D
% Y d3 g8 g6 D2 A7 v' b想想脸书如果没人使用会有什么价值?: V8 n- w7 U# x R9 u
; z0 Q. R# V8 C" b
一个产品产生了网络效应,就成为了护城河。
* W! K& K* q* T1 w% B s" T8 n$ X( @ Y% V
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。+ K/ X$ u9 [, v; L
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