2020年的FLAGs很多都还没来得及兑现

https://mp.weixin.qq.com/s/dVrEif2KIk66hjsWV8B5tw

2021年的收获和教训

• 焦虑大多来自于wishful thinking，不是看到的就是应得的

  行业进入mainstream，市场跑的飞快，

  预想中的熊市并没有如期到来，也不知道会不会到来，

  对Up Only的怀疑和19年深熊的PTSD让人反复煎熬，深陷焦虑，

• 随着信息渠道的增加，”信噪比“会降低，信息爆炸的时代要坚定的戒断无效信息

  深刻的体会到了时间和精力的有限的，

  只做ROI (on time) 最高的事情，

  或者自己喜欢的事情，

  做一个有坚定偏好的人

• 一群人一起走，刚开始可能会跑很慢，be patient

  “If u want to go fast, go alone,

  If u want go far, go together”

  能和志同道合的人一起走是幸福的

  如果中间碰到分岔路，也要接受每个人的意愿

  信任但不依赖

• 收到正反馈要坚定地总结规律， 持续强化

  幸运的看到和重仓，

  不幸的错过生态和仿盘，

  头部项目会打开赛道的upper bound potential

  在一个growing sector，收到正反馈要迅速总结规律，

  在正确的路径上强化反馈

• 被拒绝是理所因当的，正视反馈，主动出击

  接受out of control 的事情

  ”No“ is the default answer

  有价值的是反馈信息

  Product and data never lies

  take risk and leverage，set up good vision, and fight resources for it

• 放弃确定性，量化不确定性，做了判断就果断执行

  拖延

  ≈追求完美和确定性，也

  ≈踏空错过

  想清楚Risk-Return和最差结果；

  果断执行

2022 年的FLAGs

2019年许愿更勇敢

2020年许愿更专注

2021年许愿更坚定

2022年希望：

1. 更主动，正视自己想要的东西，为之努力，并对坦然面对各种可能的结果

2. 持续学习，提高输出的能力

3. 投到一个对行业有持续正向贡献的项目

4. 深度参与一个自己喜欢的产品（or DAO），get my hands dirty and work for the community

5. Keep exercising，20% 体脂

6. 提高ROI on time ，更多leisure time for 山竹，饼干和爸妈

   今年很开心又回到香港，感受到了更强的supportive network，也幸运地认识了很多新朋友

   2022 持续long crypto，long builder，long年轻人

   希望大家都能找到自己喜欢做的事情，平安喜乐，过得比上一年更好

1. 2. Narrative Distillation

   https://kwokchain.com/2021/09/29/narrative-distillation-1/

   • builders are the biggest alpha

   • VCs either join the builders to build or build up their clout within the community

   • With “reflexivity” feature, “crypto” works even better with the narrative leverage, a good tokeneconomic could help the team buy more time from the market before they finally made it

https://www.psl.com/feed-posts/web3-engineer-take

• Blockchains are databases built from three parts, and "cryptocurrencies and blockchains are inseparable; they’re flip sides of the same coin

  • A tamper-evident historical log (the “chain” itself)

  • A trustless distributed consensus protocol

  • A system of incentives to compensate participants and ensure they play fair

• Blockchain is great for maintaining ledgers but there are issues to use on-chain data

• quite a few projects working on decentralized storage is working on the cost and longevity of data storage problem, Arweave is definitely a good ecosystem to look into

  • similar to the oracle issue redstone on Arweave ecosystem is working on this direction

  • Constraints on smart contracts? → real-world data/ upgrade issue / smart contracts can’t reference smart contracts on different blockchains

    • Some smart engineers use an "admin" to control a set of smart contracts to lower the upgrade cost and some cross-chain infra (like the !ink language) is working toward the target to enable cross-chain smart contracts to talk to each other

  https://github.com/paritytech/ink

  • Do we need blockchain to do xxx? → money is here to drive the technical innovation

    • The technology industry is immensely path dependent. Particularly when buckets of money appear, feedback loops can form whose outcomes seem all but inevitable

  • Crypto is a (well-funded!) random walk towards discovering productive economic ends

  • DAOs are exploding, but it is only another form of organization;

    • It's cheaper in some way with blockchain as a better tool, but it cannot solve human related issues.

  • Web3 is Decentralization (p2p network) with a proper incentive layer

  • blockchain help the decentralized protocol to better "monetize" :

    • mastodon is acquired by "mask network" , and a decentralized social network with a proper " token incentive layer" could better support the creator and users without monetizing their data and privacy

  • 1Password but for your crypto private keys

    • this issue is actually hugggggge ,cannot imagine if 1password or enpass got hacked someday. Normal people still don't have a good way to manage their ultimate private key. Guys with coding skills could encrypt their private key and save the ultimate JSON file somewhere, but this is definitely not a way normal users could adopt. Smart contract wallets like Argent or ZENGO ( support bio - password) might be a solution, but still a long way to go. I personally support bio-password ( but seems to have an additional challenge with the "bio" part )

Sth interesting, the top 30 NFTs sold above 30ETH

https://www.nansen.ai/post/nansen-30-over-30-2021?utm_source=LinkedIn&utm_medium=Blog

https://www.nansen.ai/post/nansen-30-over-30-2021?utm_source=LinkedIn&utm_medium=Blog

https://www.nansen.ai/post/nansen-30-over-30-2021?utm_source=LinkedIn&utm_medium=Blog

https://www.nansen.ai/post/nansen-30-over-30-2021?utm_source=LinkedIn&utm_medium=Blog

https://docs.google.com/presentation/u/0/?tgif=d

• What is Web3? → user control & open source & user co-own the protocol and make money together

• Metaverse? → VR&AR device is the next smartphone & creator economy & self-identity & new culture

• Who has our attention now?

• Data privacy : human rights need to be protected