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上次分享了第一篇,这次继续来分享第二篇。
: n; V2 `2 Q5 R" o9 ^5 x% j9 M5 ~, s# M9 J) @
5. 废话的不对称原则
2 _2 `+ M) h6 R2 u. U. ?: T3 U反驳废话所需的能量比产生废话要大一个数量级。
4 b- V% A& r! K( w d' o5 ]" N+ ^: Q9 L. Y* G$ }$ `; H6 |- I
回想: 写 luna 的优点=成千的点赞。
! i. ~. n C* m2 \0 X' ?
6 D7 Y% z9 S. h写 luna 的缺点=无数的敌人和谩骂。/ S* p. b* `& ?# z4 \
/ w) `& W- _8 [" d
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 S0 n1 s0 w9 T3 k {
7 q. |+ K3 p1 d, d8 }5 v而对抗它们需要太多的精力。
$ x, S! _" H: X4 i/ x) r6 y
% E4 _ o$ U$ f* R6.风险不可知原则(黑天鹅)
* ?. c$ i& H2 l$ V, p被知道的风险:智能合约漏洞。/ F9 e. I U; ?0 n; j# C/ n% j
0 S4 G& M* u* G+ Q N4 V, [+ C不可知的风险:911、3箭崩溃等。
" I) p9 j- ~& t9 L% S+ o Q' ~: w3 p6 A0 [' X8 e! x! X( r0 ~9 {
因为不可知的风险一直存在,只有多样化才能防范。, T. P# S2 V' k1 F. @1 d1 x2 |3 I% W
: `) S; }4 c& a5 l
想象一下罕见事件:
/ Q. K! X3 S" i
( o4 C; j6 X0 E" J2 k: R8 o( ?. p• 中本聪的钱包苏醒
9 c+ b. i* k9 D
! `! h$ c2 d @- u( X2 o: Y( ^• 核打击
, C2 D$ D* A+ ~2 Z1 {- V( ?! o
" W: S; k; o3 I# t9 N* R我们倾向于低估黑天鹅的影响!' r) O% ?: a% c" j+ f& o* l5 m
% K+ m+ O. G) X/ G7.二八定律) P. s( S5 _. G1 I" b; c {
在币圈:" ~7 @& |. |$ B/ n' A) L
- ?) l+ q1 C: j7 p, B* R2 a80% 的收入来自 20% 的协议。( @3 s3 _. X8 b o! ~
b6 {6 w# X' \- r80%的利润被20%的人拿走。
+ t* v D+ h+ h1 C; n9 T
; t3 D: X9 m/ z. i6 C我们大多数时候是8,而不是2,时刻警惕这一点。 T* r' q6 e7 ?
& l4 C8 W* Q( }4 h4 Z
8.网络效应* t+ |) }' G6 o8 e+ g8 [
产品随着更多用户加入而更有价值。
! i5 D, p) R7 P* ^
* s5 m' C) Z5 h6 h! S- H- x7 C想想脸书如果没人使用会有什么价值?8 i' y1 g! `) ~. |$ S# s
& n) C. M- X! h6 J Z6 x2 Z; d0 a一个产品产生了网络效应,就成为了护城河。4 y+ i, m' a. z& w3 x- g
. j2 K8 W2 o8 y% g$ W
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。
# M1 D" P" W/ H/ f2 _% R9 O9 W7 s6 h3 _ |
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