《猩猩游戏》读书笔记
之前听了Traders' Talk播客Sarah采访海波那期,一直想看嘉宾提到的这本书《猩猩游戏:高科技潜力股投资指南》,这周末终于看完了。 本书的主旨是,比起短线交易或是分散化投资不同行业的多个股票,更适合个人投资者的策略是在高速增长行业中选出少数几家“猩猩公司”,并长期持有。 投资者的超额回报来自科技创新。有句话叫站在风口猪也能飞,猩猩公司正是在科技的迭代中占据了行业领头羊的地位,所以才能扶摇直上九万里。更美妙的是科技的发展遵循世界上很多事物的发展规律,它并不是线性稳步向上的,而是在沉寂中突然爆发,所以眼光好的投资者有很长一段时间观察埋伏。什么是猩猩公司?猩猩公司的优势在于它们靠自己的产品搭建了一套开放系统。上下游和终端的客户都依赖这套系统,转换成本极高,也就导致进入壁垒极高。这也是为什么Uniswap和Solana都在搞钱包,希望以此拉高用户的转换成本,毕竟把旧钱包的资产全部转移费时费力。不仅如此,其他依托在这套系统之上的公司和个体都会帮助它们做大做强,这就是猩猩公司的先发者优势,当有其他竞争对手想要和猩猩公司叫板的时候,它不是在和一家公司作对,而是在和一整个生态...
《十年一梦》读后感
上次更新还是一个月前,从NFT NYC回来之后随着市场持续走跌,我也远离了市场,回归了平凡的生活。其实投资本身就是个输出行为,它需要你把过去的经历和眼界浓缩成交易行为,然后用真金白银下注,所以从去年入圈到现在半年有余,在这疯狂的行情下感觉自己被掏空也是正常的。那么有出就该有进,熊市就该是好好汲取养分自我反省的时候。这本《十年一梦》是国内期货投资者青泽从自己五十多本札记中整理出的交易心路历程,虽然期货和NFT资产类别不同,但是交易的思路和该走的坑都是一样的。我想在本篇中结合自己的NFT交易经验讲讲对我最有启发的几点,几年后重看这本书希望又是不同的感悟。 第一点,也是本书中没有强调,却贯穿全书的主旨,那就是写交易日记。每一次操作一定要记录下自己的操作思路。大部分人搞投资花大量的时间在预测盘面上,作者却说预测市场只是投资很小的一部分,真正交易时下注多少,如果市场走势不如预期怎么操作,止损止盈,这些才构成了完整的交易思路。而NFT交易又比一般的投资多了一个项目考察,如果再加上宏观经济和量价分析,一笔交易要记的就不少。我在看这本书的时候也很惊讶作者连十几年前交易某只期货时的入场点位,当时的...
3Landers NFT项目凭什么起飞
太长不看合作:阵容强大画风:异域风情,画家过去成绩优异团队:全Doxxed,和谐融洽会玩技术:丝滑无瑕未来:可期最开始关注到这个项目是因为它强大的合作阵容,总量10000,3400个白单,每张可以mint 2个,剩下的荷兰拍,起拍价0.75。起拍价与白单mint价0.15之间的价差就意味着白单的分发要保证有足够多的钻石手,这样才能稳住地板。项目方为此选择直接和蓝筹项目合作,包括Doodles, Cool Cats, Ghxsts, Alien Frens等。这就意味着它的潜在持有者有两个特点:第一是在NFT圈相对有经验,毕竟过去的战绩是成功的。第二是不差钱,3landers发行价很有可能只是他们持仓中很小的仓位,不容易被市场情绪或者蝇头小利影响。我在预售过程中就已经看到有人把一只Azuki卖了买17个3landers,这种大佬一般有自己的alpha圈子,他的号召力会坚定很多人的信心。3Landers合作伙伴那么问题来了,它凭什么拿得到蓝筹项目的合作?相信这些蓝筹项目是不缺邀请的,每天新出的NFT项目都想和他们合作,3landers是怎么做到的?这就要说到艺术家3Land Boy ...
NFT Appreciator


《猩猩游戏》读书笔记
之前听了Traders' Talk播客Sarah采访海波那期,一直想看嘉宾提到的这本书《猩猩游戏:高科技潜力股投资指南》,这周末终于看完了。 本书的主旨是,比起短线交易或是分散化投资不同行业的多个股票,更适合个人投资者的策略是在高速增长行业中选出少数几家“猩猩公司”,并长期持有。 投资者的超额回报来自科技创新。有句话叫站在风口猪也能飞,猩猩公司正是在科技的迭代中占据了行业领头羊的地位,所以才能扶摇直上九万里。更美妙的是科技的发展遵循世界上很多事物的发展规律,它并不是线性稳步向上的,而是在沉寂中突然爆发,所以眼光好的投资者有很长一段时间观察埋伏。什么是猩猩公司?猩猩公司的优势在于它们靠自己的产品搭建了一套开放系统。上下游和终端的客户都依赖这套系统,转换成本极高,也就导致进入壁垒极高。这也是为什么Uniswap和Solana都在搞钱包,希望以此拉高用户的转换成本,毕竟把旧钱包的资产全部转移费时费力。不仅如此,其他依托在这套系统之上的公司和个体都会帮助它们做大做强,这就是猩猩公司的先发者优势,当有其他竞争对手想要和猩猩公司叫板的时候,它不是在和一家公司作对,而是在和一整个生态...
《十年一梦》读后感
上次更新还是一个月前,从NFT NYC回来之后随着市场持续走跌,我也远离了市场,回归了平凡的生活。其实投资本身就是个输出行为,它需要你把过去的经历和眼界浓缩成交易行为,然后用真金白银下注,所以从去年入圈到现在半年有余,在这疯狂的行情下感觉自己被掏空也是正常的。那么有出就该有进,熊市就该是好好汲取养分自我反省的时候。这本《十年一梦》是国内期货投资者青泽从自己五十多本札记中整理出的交易心路历程,虽然期货和NFT资产类别不同,但是交易的思路和该走的坑都是一样的。我想在本篇中结合自己的NFT交易经验讲讲对我最有启发的几点,几年后重看这本书希望又是不同的感悟。 第一点,也是本书中没有强调,却贯穿全书的主旨,那就是写交易日记。每一次操作一定要记录下自己的操作思路。大部分人搞投资花大量的时间在预测盘面上,作者却说预测市场只是投资很小的一部分,真正交易时下注多少,如果市场走势不如预期怎么操作,止损止盈,这些才构成了完整的交易思路。而NFT交易又比一般的投资多了一个项目考察,如果再加上宏观经济和量价分析,一笔交易要记的就不少。我在看这本书的时候也很惊讶作者连十几年前交易某只期货时的入场点位,当时的...
3Landers NFT项目凭什么起飞
太长不看合作:阵容强大画风:异域风情,画家过去成绩优异团队:全Doxxed,和谐融洽会玩技术:丝滑无瑕未来:可期最开始关注到这个项目是因为它强大的合作阵容,总量10000,3400个白单,每张可以mint 2个,剩下的荷兰拍,起拍价0.75。起拍价与白单mint价0.15之间的价差就意味着白单的分发要保证有足够多的钻石手,这样才能稳住地板。项目方为此选择直接和蓝筹项目合作,包括Doodles, Cool Cats, Ghxsts, Alien Frens等。这就意味着它的潜在持有者有两个特点:第一是在NFT圈相对有经验,毕竟过去的战绩是成功的。第二是不差钱,3landers发行价很有可能只是他们持仓中很小的仓位,不容易被市场情绪或者蝇头小利影响。我在预售过程中就已经看到有人把一只Azuki卖了买17个3landers,这种大佬一般有自己的alpha圈子,他的号召力会坚定很多人的信心。3Landers合作伙伴那么问题来了,它凭什么拿得到蓝筹项目的合作?相信这些蓝筹项目是不缺邀请的,每天新出的NFT项目都想和他们合作,3landers是怎么做到的?这就要说到艺术家3Land Boy ...
NFT Appreciator
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It’s only 2 months since I dived into the NFT rabbit hole, but my world is completely upside down.
At first, I couldn’t wrap my head around why an avatar photo can be worth the same price of a luxury mansion? After joining project discords and reading some NFT roadmaps, it became intuitive to me this should be the way it is, because creativity and community is priceless. Note NFT is not just about the art itself. When I’m talking about creativity, it involves everyone in the community. Whether it’s the developer who designed the contract so minting gas fee is optimized, or the discord member that spreads some love through fan art or voluntary community engagement. Just like buying stocks, it takes so many factors for a company to be successful and most importantly stay competitive for the foreseeable future. Thus, in the NFT world with only $22B market cap, it’s hard to not own a blue-chip project at all costs.
I started to criticize myself on who I was, and who I strive to become. I recalled those vague childhood memories when I hand-drew a whole pile of storybook, mimicking stories happening inside my family. Since when did I lose the ability to confidently create a story without fears that it may not be good enough? Or the first time I played Mole Manor, an online game where I adopted virtual pets and met virtual friends, only later learned the inevitable goal of gaming company is monetization. But now with NFT’s ownership attribute things have changed because buyers/players now can also share the fruit of community growth and brand name. This raises the bar of ownership because people mistakenly think as long as you have the money to buy ETH, NFT is in your hand. It’s not enough. You also need to contribute to the community through social media and give back your own creativity to make it stronger. I’ve seen a coffee shop owner offers to make NFT exclusive merchandises, I can feel the vibe when I saw different fan arts on Twitter. As a result, I redownloaded Procreate and decided to pick up digital drawing after a long time. After all, even doodles are better than nothing right? (Doodle owners no offense, you are doing great) Always keep in mind you don’t have to own it now, but you can contribute now.
NFT democratizes the rights to define the new “fine art”, a privilege once reserved only for the elites. While lowering the bar to participate, it’s still a highly competitive market. A holder needs to have strong conviction in order to survive in the bear market when floor price drops way below cost. An artist can no longer quietly sit in her room and only present the final piece. They need to put themselves out there in the digital world, make collaborative partnership with other artists, and reveals the creation process through social media. It is no easy work and needs the artists and the team to grind their way through, but it’s definitely worth it. If Van Gogh lives in a Web 3.0 world, he wouldn’t need to suicide. Whether it’s the artists themselves, or the subject they are portraying, every piece of treasure can find their true owners who fully appreciate. Fun fact, because I bought Glam Beckett’s Sad Cats NFT, I start to like Sphynx cat?! Can you imagine! I also realized how much bias people tend to hold firm before spending even 5 minutes research and learn about it, I bet you never experience this in the crypto world huh? (oh so many times) What’s sad to me is that many crypto natives still hold biases towards NFT, even though they themselves have grinded through all the suspicion and doubts, keep in mind in the Web 3.0 era, the market will reward those who are extremely open-minded.
It’s only 2 months since I dived into the NFT rabbit hole, but my world is completely upside down.
At first, I couldn’t wrap my head around why an avatar photo can be worth the same price of a luxury mansion? After joining project discords and reading some NFT roadmaps, it became intuitive to me this should be the way it is, because creativity and community is priceless. Note NFT is not just about the art itself. When I’m talking about creativity, it involves everyone in the community. Whether it’s the developer who designed the contract so minting gas fee is optimized, or the discord member that spreads some love through fan art or voluntary community engagement. Just like buying stocks, it takes so many factors for a company to be successful and most importantly stay competitive for the foreseeable future. Thus, in the NFT world with only $22B market cap, it’s hard to not own a blue-chip project at all costs.
I started to criticize myself on who I was, and who I strive to become. I recalled those vague childhood memories when I hand-drew a whole pile of storybook, mimicking stories happening inside my family. Since when did I lose the ability to confidently create a story without fears that it may not be good enough? Or the first time I played Mole Manor, an online game where I adopted virtual pets and met virtual friends, only later learned the inevitable goal of gaming company is monetization. But now with NFT’s ownership attribute things have changed because buyers/players now can also share the fruit of community growth and brand name. This raises the bar of ownership because people mistakenly think as long as you have the money to buy ETH, NFT is in your hand. It’s not enough. You also need to contribute to the community through social media and give back your own creativity to make it stronger. I’ve seen a coffee shop owner offers to make NFT exclusive merchandises, I can feel the vibe when I saw different fan arts on Twitter. As a result, I redownloaded Procreate and decided to pick up digital drawing after a long time. After all, even doodles are better than nothing right? (Doodle owners no offense, you are doing great) Always keep in mind you don’t have to own it now, but you can contribute now.
NFT democratizes the rights to define the new “fine art”, a privilege once reserved only for the elites. While lowering the bar to participate, it’s still a highly competitive market. A holder needs to have strong conviction in order to survive in the bear market when floor price drops way below cost. An artist can no longer quietly sit in her room and only present the final piece. They need to put themselves out there in the digital world, make collaborative partnership with other artists, and reveals the creation process through social media. It is no easy work and needs the artists and the team to grind their way through, but it’s definitely worth it. If Van Gogh lives in a Web 3.0 world, he wouldn’t need to suicide. Whether it’s the artists themselves, or the subject they are portraying, every piece of treasure can find their true owners who fully appreciate. Fun fact, because I bought Glam Beckett’s Sad Cats NFT, I start to like Sphynx cat?! Can you imagine! I also realized how much bias people tend to hold firm before spending even 5 minutes research and learn about it, I bet you never experience this in the crypto world huh? (oh so many times) What’s sad to me is that many crypto natives still hold biases towards NFT, even though they themselves have grinded through all the suspicion and doubts, keep in mind in the Web 3.0 era, the market will reward those who are extremely open-minded.
On the brink of the world village collapse in physical world, NFT provides a temporary Utopia. You get to see different artists and people show appreciation and kindness to each other. National border is no limit in Web 3. NFT are great digital gifts if you want to onboard your friends and family and spread some love. With all the upcoming mints, reveals, plus roadmap execution, there are so much to look forward to that left no time for depression. One caveat is that keep in mind a thriving industry is very attractive to exploiters. My first day in the NFT world, I got scammed by a fake mint website. Exploiters not only target your wallet, but they also seek your most precious asset, your time. Spent all day retweeting and tagging for a giveaway or scrolling through every channel of the discord are not good for your mental health. After all, NFTs are not as liquid as other assets, patience is the key if you want to stay in the game. Pinning dev teams for updates daily are not reasonable and counter-productive, the best dev team I’ve seen are the ones who set up the stage and allow the community to self-run. Similarly asking why floor is down is the same as asking why stock price or bitcoin price is down, all the answers you could expect are hindsight and incomplete. If you ever feel overwhelmed to keep up with all the discord notifications, consider setting deep focus period every day to spend quality time, research about projects, and learn new skills.
In the next article I will talk about how I pick NFT projects and some of my selection criterias. Stay tuned and check out my twitter @withCocoa1.
On the brink of the world village collapse in physical world, NFT provides a temporary Utopia. You get to see different artists and people show appreciation and kindness to each other. National border is no limit in Web 3. NFT are great digital gifts if you want to onboard your friends and family and spread some love. With all the upcoming mints, reveals, plus roadmap execution, there are so much to look forward to that left no time for depression. One caveat is that keep in mind a thriving industry is very attractive to exploiters. My first day in the NFT world, I got scammed by a fake mint website. Exploiters not only target your wallet, but they also seek your most precious asset, your time. Spent all day retweeting and tagging for a giveaway or scrolling through every channel of the discord are not good for your mental health. After all, NFTs are not as liquid as other assets, patience is the key if you want to stay in the game. Pinning dev teams for updates daily are not reasonable and counter-productive, the best dev team I’ve seen are the ones who set up the stage and allow the community to self-run. Similarly asking why floor is down is the same as asking why stock price or bitcoin price is down, all the answers you could expect are hindsight and incomplete. If you ever feel overwhelmed to keep up with all the discord notifications, consider setting deep focus period every day to spend quality time, research about projects, and learn new skills.
In the next article I will talk about how I pick NFT projects and some of my selection criterias. Stay tuned and check out my twitter @withCocoa1.
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