FTX_chinese (@ftx_chinese) • Hey
Web3.0 is here, LENS
Publications
- # **Binance's supervisory team had recommended banning DWF Labs in September last year, but internal disputes led to the resolution not being implemented and the supervisory team being reorganized**
BlockBeats news, on May 9, according to the Wall Street Journal, Binance investigators found that DWF Labs manipulated the prices of YGG and at least six other tokens and conducted more than $ 300 million in false transactions (wash trades) in 2023. According to some former company insiders, the investigation concluded that these actions violated the terms of use.
The Binance monitoring team submitted a report recommending the ban of DWF Labs in late September last year. In the following days, the head of Binance's VIP customer department and her employees questioned the findings and complained to the company. Another department of Binance, which is responsible for evaluating employee compliance, launched its own investigation into the market monitoring team and the evidence they collected about DWF Labs. A Binance executive said the new investigation determined that there was insufficient evidence to show that DWF Labs engaged in market manipulation. The self-trading discovered by the monitoring team may be unintentional so-called self-trades, which alone may not constitute manipulation.
The Binance executive said Binance also believed that the head of the monitoring team worked too closely in the case with DWF Labs' competitor, which filed the initial complaint.
Company leadership subsequently rejected the monitoring team's request to ban DWF Labs. A week after the DWF Labs report was submitted, they fired the head of the monitoring team. Binance executives attributed this to cost-saving measures and fired several more investigators in the following months. Others left voluntarily. The Binance executive said that the team is now about the same size as before.
- Mint Fun times ahead !!!
https://zora.co/collect/zora:0x3031367d39b7d72d65d5eb6c9f656b4a9d8212d5/1?referrer=0x9B204bEF339CbE8807e63d7c9AFdA6D41C9baB4a
- **Thanks for Being a Hey Member!**
Your journey with us has been invaluable. By supporting "Hey", you're not just a part of our story, but you're also fueling the vibrant future of **open-source** development. Here's to more innovation and collaboration ahead!
- I just voted "A" on "The handling of LP added by the HODL team" https://snapshot.org/#/hodlmemeio.eth/proposal/0x28996ce59fba5b14a7eb583071f0e76fbace7a08adaefe1fd2c01df673ee1e74 #SnapshotVote
- 日了🐶,艹LENS
- happy new year!
- I just voted "Yes" on "Stargate Deployment on Manta Network" https://snapshot.org/#/stgdao.eth/proposal/0x8d8cebd08408ab6072b9d8701c8b8eb0d53dcc5147ce97d1462d87ed6c547bab #Snapshot
- https://www.odaily.news/post/5192162
- 一览2024年最具价值空投清单
https://www.odaily.news/post/5192162
- 2023 was foundational
2024 will be ______
- Lens Protocol
- I just voted "Yes" on "Yearn's Scale-Up Plan for Velodrome STG-USDC.e Incentives" https://snapshot.org/#/stgdao.eth/proposal/0xa4558ffd23293318e9ab559202265a1bb3e26e9215effe3f3eea59f7c54fa166 #Snapshot
- When Lily met Poppy at @lens/ethglobal İstanbul
Find the team on the ground to mint your exclusive @lens/fini
- Lenny is heading to Devconnect and @lens/ethglobal İstanbul
- LFG! LENS
- #lens
cool,LFG!
- , Genesis airdrop details
Celestia has the most complicated airdrop rules recently. The rules refer to the multi-dimensional activity of users and allocate 20 million of the 60 million TIA tokens to research, public products and early modular ecosystems, and 20 million to the early stages of Ethereum rollups. For adopters, 20 million will be given to stakers and IBC relayers on Cosmos Hub and Osmosis. The specific distribution criteria are as follows.
1️⃣ Protocol public goods and infrastructure
A total of 4.6 million coins are allocated to contributors to the protocol's public products and infrastructure. There are 3,838 eligible users, and a single person can obtain at least 1,198 coins. Specific qualifications are divided into: contributors to the protocol’s public products and infrastructure, contributors to Celestia and its dependent projects, and contributors to EIP and BIP.
2️⃣Eth Research
The idea surrounding LazyLedger first formed in the Ethereum research community, and Celestia airdropped 1.4 million tokens for it, thanking the community for six years of open discussion. The conditions are Eth Research forum users who have created at least 1 topic or 1 post before July 5, 2023. There are 1947 eligible users, and each one can receive at least 719 TIA tokens.
3️⃣ Early modular ecology
Contributors to the early modular ecosystem can receive 8.35 million TIA tokens. 3,371 users are eligible, and a single person can obtain at least 2,477 tokens. The specific allocation groups are: the first Modularity Fellows, organizations attending Modularity Summit 1 (Amsterdam, 2022) and Modularity Summit 2 (Paris, 2023), and the Celestia Ecosystem v3 diagram released in July 2023.
4️⃣ GitHub Super Contributor
Users who contributed and submitted Github at least 4 times were allocated 1.65 million TIA tokens. 1,604 people met the conditions, and a single person received at least 1,028 TIA tokens. Contributors who meet the corresponding qualifications and submitted at least 23 times are allocated 4 million coins. There are 1,210 contributors, and a single person has received at least 3,305 coins.
5️⃣ Early adopters of Ethereum rollups
Celestia will allocate 20 million TIA tokens to the top 50% of active users on the chain who rank in the top 10 TVL on L2Beat and have a wallet balance of at least $50. The wallet address snapshot is on January 1, 2023 (Ethereum block 16308181), the TVL ranking snapshot is on April 20, 2023, and the activity standard allocates 23 points based on user behavior on the Ethereum mainnet and other top 10 chains.
On-chain behaviors that affect points distribution include: the number of smart contract interactions on the Ethereum mainnet or Optimism and other chains, the number of transactions, the total value of all transactions, ENS domain names held, account age, active months, Gitcoin donations, ETH chain Gas Cost, last transaction time.
Among them, the top 10% of active addresses received 7.15 million TIA tokens, a total of 78,793 addresses received, and a single address received 90 TIA tokens. The top 20% of active addresses received 4.25 million coins, 60,186 addresses were eligible, and a single address received 70 coins. The top 50% of active addresses will receive 8.6 million coins, more than 170,000 addresses are eligible, and a single address will receive 50 coins.
6️⃣ Stakeholders on Cosmos Hub and Osmosis
Celestia distributes 18.5 million TIA tokens to stakers and delegators who stake at least $75 on the Cosmos Hub and Osmosis networks, snapshot time is January 1, 2023 (Cosmos Hub block 13482205; Osmosis block 7592794) . Like Ethereum’s early adopter incentive distribution of rollups, in order to allocate more TIA tokens to more active addresses, the air staking price is divided into three levels of staking and on-chain activity.
The address activity score refers to Trusta Labs' media scoring framework, specifically: last transaction time, number of IBC transactions, total value of all transactions, account age, number of transactions, and gas fees spent.
Among them, the top 10% of active addresses received 3.25 million TIA tokens, a total of 29,630 addresses received, and a single address received 109 TIA tokens. The top 20% of active addresses received 9.25 million coins, more than 110,000 addresses were eligible, and a single address received 79 coins. The top 50% of active addresses will receive 6 million coins, more than 110,000 addresses are eligible, and a single address will receive 50 coins.
7️⃣ IBC Repeater
1.5 million TIA tokens will be allocated to addresses that conducted MsgRecvPacket transactions before the snapshot date. A total of 540 addresses received them, and a single address received 2,777 TIA tokens.
- I just voted "For" on "Proposal: Build Optimal Onboarding for STIP Teams (BOOST)" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x921c3d57deb2f3c84918ca3fb57479d38650b979b5902895c5822649ed86b716 #Snapshot
- [4.4.3] [Social] Funding Request: Public Goods Working Group https://snapshot.org/#/ens.eth/proposal/0x0a7bec3cd182dadbd043e77cf7a610a6e33c5228fabe407cb89c632b578b83a9 #Snapshot
- 一. Galaxy Mission
1. https://galxe.com/zkRank/campaign/GCLseUMYx2
https://zkrank.xyz/projects
2. https://galxe.com/Linea/campaign/GCzWYUZXj4
3. https://galxe.com/polyhedra/campaign/GCVC5UMrx4 (Panda King follow-up mission)
https://star.legend.game/mint
4. https://galxe.com/quai/campaign/GCV9mUMvSr
5. https://galxe.com/OmniNetwork/campaign/GCHF2UMkNQ
https://galxe.com/catalyst/campaign/GCAD7UMNjM
https://faucet.omni.network (Lingshui)
https://app.catalyst.exchange (Catalyst exchange)
6. https://galxe.com/arbitrum/campaign/GCLPfUGXt2 (arb this snapshot)
二. Summary of answers to the stark task platform
1. https://starknet.quest/quest/1CBC
2. https://starknet.quest/quest/9CBC
3. https://starknet.quest/quest/13 CBC BBA CBAB
4. https://starknet.quest/quest/14DDCB BCBC AB
5. https://starknet.quest/quest/15DCA
6. https://starknet.quest/quest/100
三. Other tasks
1. https://shadownet.shadowwar.com/signup (Get points by pulling people’s heads)
2. https://grvt.io/exchange/sign-up (Get points by pulling people’s heads)
3. https://memecoin.org/farming
4. https://checkout.poap.xyz/151249/crypto?intent=buy&step=1 (kzg’s poap)
5. https://guild.xyz/zksync-era (there is a role to receive the magic lamp NFT)
6. https://zora.co/collect/zora:0x8fcfdad5ebdd1ce815aa769bbd7499091ac056d1 (mint)
7. https://app.oamo.io (A few new U-sending tasks have been added, see if you can get them)
8. https://forge.gg/signup (Complete tasks to receive treasure chests)
9. https://snapshot.org/#/stgdao.eth/proposal/0x1a1199e257551beac23b21fdba98f6efba2773a52135ad848fc6ad5b22b5d627
- I just minted https://hey.xyz/u/ftx_chinese.lens #lens
- I just voted "yes" on "Proposal to Approve Stargate Deployment on Scroll" https://snapshot.org/#/stgdao.eth/proposal/0x1a1199e257551beac23b21fdba98f6efba2773a52135ad848fc6ad5b22b5d627 #Snapshot
- **You know what's coming, anon!** 👩🌾
`Collect!`
- 40 Community for Culture-Makers with Take Up Space — Paff
Paff is a co-founder of Take Up Space. A community, creator collective and media company for culture-makers. Through community, events and media, their goals are to create opportunities for POC & queer voices to take up space as their most authentic selves.
We talk about earlier times on the internet, music forum culture, meeting people IRL through music festivals, dance floors and events. How shifting economic forces in cities around the world are making the artist lifestyle much more difficult to sustain than even 10-20 years ago, as culture is pushed to the edges.
listen — https://ufo.mirror.xyz/NIAWYeJVwmvXJWIF-EqrWbgfQwK68pcN_MDrQrAzDYg
sponsors — @lensprotocol @zerion @interfacelabs @bonfire lore.xyz
- **黑暗「天使」:Angel Drainer 钓鱼团伙揭秘**
https://followin.io/zh-Hans/feed/6358189
- #Lens #socialFi
Lens protocol is the head protocol of social networking. I don’t understand why it has not been open for registration. The most important thing in social networking is the user!
The problems with the lens now include:
1️⃣ "Too few users", the number of active people in all dapps is too small, and it is a stagnant water;
2️⃣ "The experience is not good", most people need to pay to use it, and most applications cannot be used if they pay themselves (such as phaver, orb);
3️⃣ "No highlights", all applications are mediocre, and there are no highlights compared to other products on the market;
4️⃣ "Progress is slow". It has been more than a year and it feels like we are still treading water with no progress;
Standing still is equivalent to regressing. I hope Lens won’t be photographed dead on the beach!
- I just voted "Against" on "Rysk STIP Proposal - Round 1" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x4c75f39a125a8e7122d62aee61f04e5a8251f0278f41cc811b4c9fb6d9173458 #Snapshot
- Financing Selection | a16z leads investment in Web3 startup IYK; Pantera Capital leads investment in DeFi derivatives trading platform Avantis Labs.
https://www.theblockbeats.info/en/news/45892
- I just voted "f) 10% of tiers" on "Voting Power Boost for Tier Members" https://snapshot.org/#/etherscoredao.eth/proposal/0xa8c82a4983ebdc6bdf6ba96f3dd7ad2ddce388d4dbeabfbcae1ac34569bccd7e #Snapshot
- I just voted "Q4 , 2023" on "Poll by @rahimhdy.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0x4ceaace61e381b4013c051e3b7f227782beae4de79c307344536c58155c858a3 #Snapshot
- 来自@WY_mask
**【整理了一下每日都需要完成的任务,建议点赞收藏】**
**Lenster每天发帖子保持活跃**
https://lenster.xyz
**Dmail每天发邮件赚积分**
https://mail.dmail.ai
**Followin每天浏览文章赚取积分**
https://followin.io/referral/Prr5A4
**Web3go每日领取金叶子**
https://din.web3go.xyz/taskboard
**Mintfun每天铸造NFT赚取积分**
https://mint.fun/fundrop?ref=0x59FD51f8B0a09e0854f8aA85a954D470237d641D…
**Layer3每日任务,增加钱包多链tx**
https://layer3.xyz/quests
**兔子洞每天任务,可多dapp交互下**
https://rabbithole.gg/quests?wallet_ref=0x59FD51f8B0a09e0854f8aA85a954D470237d641D…
**FT每日活跃打卡**
https://friend.tech
- Hey anon, hey!
Hey @lensprotocol family! We are excited to announce our brand new home, https://hey.xyz!
**Why the change?**
Because we wanted to re-introduce ourselves as the one-stop shop for all things Lens. we will be continuing to showcase the latest features from the protocol while listening to our community for what they want to see next.
We will be exploring communities, open actions, and whole new ways you, your NFTs, and the DAOs you’re a part of can benefit from web3 social powered by Lens. This is just the beginning, so thanks for stopping by, and saying hey!
Collect this first ever post by Hey (24 hours!)
- I just voted "Yes" on "Proposal for Stargate Deployment on Mantle" https://snapshot.org/#/stgdao.eth/proposal/0xafce718ac2c5b42caa1c4a2f355f37bab804600b8f2a897840606df146db3da0 #Snapshot
- I just voted on "GovMonth Sensemaking - Reducing Friction" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x14e71f784e880170972572c2696ef53ef437700c637a151b5176a5827fe5b8bc #Snapshot
- I just voted on "GovMonth Sensemaking - Growth and Innovation" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x5824d0b51cc435a49f6455ee2715216d6b958637218ed79e3e93c41af6bdef33 #Snapshot
- I just voted "For" on "Arbitrum as official sponsor of Ethereum Mexico 2023" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x6fc671517d63e69232fafd581e9461c50150008aa61f5571d2767a150d24779c #Snapshot
- GM
every one!
- 精选8个项目,有兴趣的肝
银河链上评分SBT(需要5U,可选免费试用2个月)
https://galxe.com/score
Arb 投票
https://tally.xyz/gov/arbitrum/proposals…
Smartlayer 21% $SLN 空投
https://smartlayer.network/referral/3085095542…
SecondLive
https://secondlive.world/invite?user_id=1408371…
Passport NFT 有空投福利https://galxe.com/SecondLive/campaign/GCNJQUsjn6…
BASE 上Mint daylight 一周年NFT
https://zora.co/collect/base:0x0d78f67681283613c8350047ddb623f81b6b1c5c?referrer=0x8eEF779818Afa953b0652e45438423ebE089F55A…
4everland项目领取代币
https://firstsowing.4everland.org/my
polyhedra 合作 Taiko 测试网
https://galxe.com/polyhedra/campaign/GCis2U2eve…
Mailzero当交互zks
https://mailzero.network/stamp?earneth=214128…
- 加密货币持有者(人口比例排行榜)
- I just minted https://lenster.xyz/u/ftx_chinese.lens #lens
- ***理清自由市场的三个敌人,一部差点被书名耽误的经典好书——《从资本家手中拯救资本主义》***
一本好书最憋屈的是,因为书名起得有歧义、不准确、太晦涩,从而让很多人望文生义、产生误解,从而敬而远之。
只看书名,这本书里的两个概念:资本家”和“资本主义”很容易混淆视听。
这本身就被强加了太多意识形态、个人情感、学派解释,词汇污染严重,因而很容易被读者误解;
其次,书名似乎把通常认为处于一个阵营的“资本家”和“资本主义”敌对了起来,更让读者觉得不知所云。
这是一本捍卫自由市场之书,但最难得的是,它不仅突破了当下社会以及学界中对资本主义最流行的几种解释框架,还提出了一种颠覆性的洞察——***自由市场体系并非历史必然,完全可能是一段插曲!***
过去半个世纪,人类的繁荣、创新、和商业机会的大量涌现,几乎全部都可以归功于自由的市场经济体系。到今天,我们也早已经习惯了自由市场带来的好处,甚至默认市场将会越来越自由、开放、包容。
但是,这本书却打破了这一认识——两位国际顶尖的经济学者,在多年的经济实践、研究中发现:
***“自由的市场经济体系在人类的经济生活中取得优势地位,并不是经济发展必然要到达的顶点,也不是社会历史的必然,而完全可能是一段插曲。”***
可见对历史经验的无视,是自由市场自诞生以来一直面临的敌人。除此之外在今天,自由市场体制本身又逐渐暴露出另外的致命缺陷——它在发展中,还会培育出两种反对自身的敌人。
***1、第一个敌人,是破坏自由竞争的既得利益集团。***
过去我们总是认为,最大的既得利益者是政府,反对自由市场的也一定是政府,而资本家作为自由市场的最大获益者,会坚定不移地支持资本主义。
但是这种认知已经过时,随着市场经济从万物生长的野蛮时期,进入巨头拉锯的后半程,在竞争中胜出的资本家们,已经露出了“第二幅面孔”:
在自由竞争阶段,他们主动维护资本主义的自由市场秩序,并希望市场能够不断扩大自由、开放的态势,以便他们迅速成长。
然而,一旦资本家赢得了竞争,变身为巨头公司,他们的最优竞争策略却是破坏自由竞争——利用资金、技术、政策等手段,将那些对市场有利,但却可能威胁到自身的竞争者扼杀在摇篮里,以便巩固自身的垄断地位。
在书中,作者一针见血地指出:
***“许多人通过抑制市场能够获得特殊收益。 在反对市场的队列之中,不但有在竞争压力下失去工作的穷困工人,而且也包括工业巨头本身。因为,自由市场的竞争,削弱了企业的地位,迫使它们不得不反复去证明自己的能力。”***
而政府的反垄断制裁,一方面滞后于市场的反应,往往无法在第一时间阻止巨头的垄断行为;另一方面,巨头们的资金实力,足以支撑他们一边应付司法系统的制裁,一边继续暗箱操作反对政策的推行。
因此,人类倒退回一个更糟糕的经济体制之中,这并不是杞人忧天,20世纪的种种灾难至少已经表明,强权、资本很难主动汲取历史教训。
最令人担忧的是,当既得利益者们肆意破坏自由市场体制时,在市场中受惠的大众,却“常常呆立一旁,茫然无知,不但不会抗议,甚至还要喝彩,全然没有意识到自己的未来会因此受到损害。”
为此,作者真诚地提醒我们,要捍卫文明的繁荣、自我的权利、尊严,我们必须要及时更新自己对市场的认知——不仅是认识到自由竞争的市场,是人类当前找到的、最不坏的制度,还要清醒地认识自由市场经济体系的缺陷及其敌人,这样才能不在灾难的预兆前无动于衷,成为沉默的帮凶。
***2、第二个敌人,是经济衰退期的失败者。***
当资本主义处于兴盛期时,资本家有高额的利润、工人有大量的就业岗位、政府有不菲的税收、消费者能获得更好的产品和服务,自由竞争的市场经济发挥出巨大的优势,整个利益体中的多方都能共赢。
然而,一旦经济进入衰退期,自由市场便暴露出了它的缺陷:大量企业陷入了经营的困境、投资人的资金不能回笼,大量工人失业在家......这些人对自由市场的憎恨,很快便会化为破坏性的行动:
平时,高高在上的资本家、投资人,与贫困的工人八竿子打不着,但此时却会结成同盟,一起反对自由市场,对政府形成强大的舆论压力。
他们的动机,正如书中所说:
***“ 在经济衰退阶段,资本家更关心如何缓解市场竞争带来的经营成本压力,而不是去捕捉新的商业机会,而失业工人则很容易找到和他同病相怜的人,并同仇敌忾地组织起来。此时,资本家便打着服务贫困人群利益的旗号,并利用他们的政治组织,开始在敏感的市场经济议题上大做文章。”***
面对这种复杂的形势,政客们往往会选择妥协,他们也会赞成市场竞争带来了破坏性的消极影响,而不再强调破坏是创造的必要代价。
“此时会出现许多政府对经济的干预行动,表面上是打着改进市场缺陷、避免未来经济衰退的招牌,实际上却是为了妨碍市场的有效运作。”
书中还进一步指出,当下中国虽然没有公开反对自由市场的强大势力,但并不缺乏其他的既得利益集团。在自由市场的竞争中,一旦他们的利益受到损害,便随时可能成为自由市场的敌人:
在竞争中失去了工作和养老金的国企工人,当经济下行,自由市场无法为他们提供工作机会时,他们会如何反应?
习惯了特权的垄断企业经理人,如果自由市场的竞争破坏了他们的特权,他们又会如何应对?
当前,我们正在向世界进一步开放,而地方政府却有很强的动力保护本地企业,这种局面又应该如何扭转?
***这本书重要价值正在于此——两位来自芝加哥大学的顶尖学者,拉詹与津加莱斯在多年的经济实践、研究中,发现了近代历史经济体系兴衰的过程和原因,因此他们对于如何捍卫自由市场、与敌对自由市场的势力周旋,提出了很多独到建议。***
“中国市场经济理论之父”吴敬琏在看完这本书后评价说:
“《从资本家手中拯救资本主义》一书对一些貌似公允,实际上会使系统出大问题的政策,提出了一系列建议。所有这些,对于正在苦苦思索如何更好地改革和发展中国市场的人们都具有启发性。”
当然,能让这本书被称之为图书市场的“遗珠”,绝不仅仅在于它对顶尖学者有启发。恰恰相反,这是一本写给每一位关心自由市场、关心自由市场与我们生活方式的读者——尤其是中国人的书。
正如作者在序言中写道:
“人们不仅应该清醒地认识到,自由企业制度的繁荣条件是何其脆弱,还应该清醒地认识到可能出现的错误。而这份清醒的认识将有助于中国走过这段路程,假如本书能够对此起到一点点帮助,那就是对我们的最大奖赏。”
***因此可以说,《从资本家手中拯救资本主义》不仅是一本被书名耽误的、将资本主义本质讲透的好书,同时还对中国的读者,有极强现实意义。***
值得一提的是,本书的两位作者不仅是国际一流学府的顶尖学者,还在国际货币基金、财政部、央行等组织担任要职。
这样的实践经验,为本书添加了大量鲜活的经验和案例,避免了书斋文人的空谈和学究气,因此,***这本书不仅思想深刻,还非常好读***,即便对普通读者来说,也是十分友好的。
加密禅师 @crypto_chanshi
- #crypto #btc
根据最近的数据,最大比特币持有者分布情况
1.政府 Government
USA: 20.72万 BTC (不同的政府机构持有)
中国:19.4万 BTC(从 Plustoken 骗局中追缴)
乌克兰:4.64万 BTC(国家和政客)
萨尔瓦多:2400 BTC
2.公司 Company
Grayscale: 64.3万 BTC
Block.оne: 14万 BTC
MicroStrategy: 15.2 万 BTC
Tether:5.27万 BTC
Marathon Digital: 1.15万 BTC
Stone Ridge Holdings: 1万 BTC
Tesla: 9700 BTC
3.交易所 Exchange
Binance:49.8万 BTC
Bitfinex:19.2万 BTC
OKEX: 11.8万 BTC
Robinhood: 11.8万 BTC
MtGox:8万枚比特币(黑客攻击后追缴)
4.个人 Personal
中本聪:110 万 BTC
Tyler 和 Cameron Winklevoss:7万 BTC
Tim Draper:2.97万 BTC
Michael Saylor:1.77万 BTC
- I just voted on "Arbitrum Short-term incentive Program" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x5e0057920df9a278918e4de4ee1e6de7e2415d2af985e40a6c7a1a4b47a4ce01 #Snapshot
- ***高瓴资本张磊:我的34条创业投资心得***
1、早期创业选择的方向不能选太复杂的,要重点突破,在重点突破证明自己的过程中再不断去扩展方向。
2、创业最危险的事情,就是被钱驱动着走。
要么你很快就挣到了很多钱,但你不知道干什么;要么你一直没挣到钱很着急,你也不知道要干什么。
3、公司最终还是要回到自己的基本面,先不要问资本市场给你什么价值,要反问自己能创造出什么价值?
4、做基础研究,投资少而精,而不是追逐概念,这会使你的生活和生意变得简单。
5、有价值的投资,是和高质量的人花足够的时间,做高质量的事情。
6、创业者最好能真实地表现出来,我是烧钱的模式就说是烧钱的,真实地表达自己,总有适合你的投资人。
你相信什么事儿,我相信什么事儿,如果大家能够碰得上就在一起合作,碰不上就不合作。
7、建议创业者以史为鉴,朱元璋“广积粮,高筑墙,缓称王”的战略在创业中很受用。
你没必要还在A轮的时候就让全世界都知道你有多牛,或者告诉外界未来要做成什么样。
8、我把投资大致分为两类,一类是零和游戏,一类是把蛋糕做大的游戏。我是不喜欢零和游戏的,我喜欢玩把蛋糕做大的游戏。
9、我最看重的“护城河”是有伟大格局观的坚定实践者去挖造的护城河,这些人能不断地根据变化作出反应。
那些赚快钱的人逐渐会发现他的路越走越窄,只有坚持做长期价值的人,他的路才会越走越宽。
10、我这个人就喜欢打仗,而且一定要打到最后一滴血。
11、我们公司的文化可以归纳为三点:好奇、诚实、独立。
12、我们是创业者,碰巧还是投资人。
13、与其分析成功,不如花10倍的时间分析错误。
14、风险投资很多是需要退出的,但人才永远是不需要退出的投资。
15、我很警惕招各方面都No.1的人,这种人可能并不是真的很喜欢所做的事情,而只是因为想要取得成功的惯性推动着他在做事情。
16、我所看到的伟大企业家之间既是竞争对手,又是合作伙伴,有非常开放的精神,面对竞争对手和消费者也有极强的同理心,还有极大的格局观。
大格局观的企业家愿景不同于简单地赚取短期利润,一个卖商品的企业家不能光想卖商品,应该想我的生意是创造幸福。
17、我不太相信一个非创业者的公司能走得很远,当公司的创始人失去创业者心态而变成打工者时,这个企业离被颠覆已经不远了。
18、你需要不断地去想,公司的护城河在哪里?你每天早上起来多做一天的工作,是不是在增加公司的护城河,还是在消耗公司的护城河,这是你每天都需要问自己的问题。
19、这些年来我一直奉行两点:
第一点是活在当下,虽然你有很大的目标,非常有野心,但你还是要活在当下,并且享受当下;
第二点就是多做运动,养好身体。
20、我喜欢找基于长期信任的、熟悉的人一起工作。
我身边的核心同事,要么是当年人民大学的同学,要么就是以前的同事。我的事业最早就是这么一小撮朋友一起做起来的。
21、我最佩服的两个人David Warren与David Swensen,前者让我十分佩服的是他有着强烈的同理心,这使得他能更好地去了解年轻人;后者让我非常佩服的是他有着非常强烈的道德感、责任感,他是我看到的能将道德感与责任感结合的最好的一位。
22、我们一生都会面临很多的挑战、失望、甚至有时会觉得自己非常愚蠢,这些情况几乎总是发生,所以你必须要有能够自嘲的能力。
如果你太在乎自己,这只会使自己深陷失败当中,偶尔对自己开个玩笑,让自己放松下来,或许能助你走出低谷。
23、我很高兴自己的时间不用受其他人的商业计划左右,我能按照自己的商业计划从一个行业看到一个行业,按我的节奏去做事。最后,当我做好这些后,发现有好项目找上门了。
24、如果给你一块硬币,要赌的话,永远要选人类的智慧和企业家精神。
25、价值投资分为两个阶段,一个叫发现价值,一个叫创造价值。
发现价值是从经济规律中找到好的商业方式,创造价值是在过程中不断地创造价值。
26、价值投资是广义上的价值投资,既包括一级市场的风险投资,也包括二级市场。
当然不做价值投资成功的也有很多,价值投资并不是唯一的赚钱方式。我谈的价值投资是我的信念,是我工作与生活的方式,它能使我心灵安静、让我能非常舒服地做投资。
27、追溯高瓴资本过往的投资标的,经营稳健、每年保持稳定增长、具有伟大格局观的企业家,是我权衡是否伴随其共同成长,并成为长期合伙人的重要评判标准。
28、我们采用的是研究型模式,通过研究发现哪个是最好的商业模式,然后我们再寻找跟这个商业模式契合的最佳创业者。
如果我们研究发现可以通过二级市场上的公司实现,我们就买入股票长期持有;如果没有这样的公司,我们就寻找私人市场;如果再没有发现合适的,我们就自己孵化。
29、我们认为这个世界永恒不变的只有变化本身,变化催生创新,所以我们投资变化,而不投资于垄断所赚取的超额利润。
垄断从基因角度来看并不能形成创新,只有不断拥抱创新,才能形成一种善意的价值创造,最终形成让蛋糕更大、开放共赢的局面。
30、对我们来讲最好的投资是不需要退出的投资。如果你能找到一个好公司,是值得陪伴它十年、二十年、三十年,这种复合收益是非常可观的。
赶紧卖完赶紧再找下一个,“骑驴找驴”的投资方式不是我们的投资方式。所以对我们来讲,我们更在乎这个企业有没有长期持续的增长力。
31、创业者最大的风险是不变,他不去冒风险实际上就是股东在冒最大的风险。
所以,我们做的所有事就是让创业者去冒他应该冒的风险,这也是为什么我们让创始人去设计对公司的控制权。因为不管创业者做什么决定,我们都会支持他,这是我们的理念。
32、我的第一个投资哲学:“以正治国,以奇用兵”。
在中国大家都在抢项目,这当中有不少投资人早已失去了独立思考的能力。如何重构自己独立思考的能力,首先就是自己要先守正,当你做人、做事都正的时候,你才能抵抗诱惑,你才能有出奇的机会。
33、我的第二个投资哲学:“弱水三千,只取一瓢”。
在中国做投资,知道自己碗里能装多少东西非常重要。你每天的功夫就是要把你的这一瓢做得更大更结实更深,而不是整天想着把所有东西都往里面塞。
34、我的第三个投资哲学:“桃李不言,下自成蹊”。
你不用天天在外面讲你做了多少个项目,产生了多高的回报。只有当你低调的时候才能专心致志地把自己的东西做好,好项目才会逐渐找到你。
如果你在初期就非常高调,就很容易lose your mind,拿上帝的话说就是“欲先使其灭亡,必先使其疯狂。”
- #Lens #Phaver #airdorp #明牌空投 #Q4发币
手把手教你搭上Lens生态最强社交应用Phaver空投末班车!官方明确表示Q4代币空投!最快速升Level2等级,获得空投积分教程!没有Lens账号也可以玩!
教程链接: https://mirror.xyz/0xc9f6977cF31F9deCdD2c24DF92aa621e4259469B/_oYnnzScQdCQ2HH2PyiIAmusTO3h_-5llI7iBwtNlpY
来自:宣城小科比 @cr7_hacker
- 交互干起,老铁们
今日作业:
1.Tevaera领取公民身份证和NFT,增加两条zks交互:
http://tevaera.com/referral#j9uf8lU…
2.Pop Social融资400万美金,领个NFT,增加zks的交互:
https://pilotpass1.popsocial.io/?code=7NvmA3
3.Opside新的任务:
https://galxe.com/Opside/campaign/GCGZ5UR1rW…
4.Zecrey新的任务:
https://galxe.com/Zecrey/campaign/GCYgUU54CR…
5.Arbitrum投票:
https://snapshot.org/#/arbitrumfoundation.eth…
整理:Dora @duola_eth
- I just voted "Cattin (SEED Latam)" on "Domain Allocator Election for the Education, Community Growth and Events Domain" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x84e841ad47a5ac7eae2c8ee87c05abc381f8e724598d939ae67060487268304f #Snapshot
- #btc #eth #crypto
在加密圈如何做一个合格的投资客?那就需要不断的学习,增加知识储备,提高认知!熊市更应该沉下心学习!
以下来自 推特大佬@0xUnicorn 的整理分享,值得学习!!!
Crypto 投资/学习的要收藏的6个网站
1/https://en.macromicro.me真实的宏观经济数据(美中欧),比如中国企业房地产投资指数已经到了自2016年新低,内房的确是比Crypto 更冷的熊
https://en.macromicro.me/crypto 数字货币同板块不同币价格在同一个图,板块轮动时可找还没涨的价值洼地!
2/https://lookintobitcoin.com/charts/ 比特币所有的模型及数据一网打尽:
恐惧与贪婪
彩虹图
Stock-to-Flow
黄金比例
持有者盈亏天数
闪电网络
算力规模
鲸鱼指数
比特币真实价(所有比特币的总成本基础)等
3/https://companiesmarketcap.com/assets-by-market-cap/… 全球各大类资产排名,股票、Crypto 比特币从最高全球第八下降到了 27,加密的熊比股票的熊更为猛烈 !
4/ https://tokenterminal.com 结合DApp的数据分析一个链上项目的财务状况,对标股市的诸如:市销率、市盈率、收入、协议(代币持有者)收入、成本和费用、收益等
5/https://stakingrewards.com 各个项目质押率、质押市值、流动市值等信息
质押/锁仓量越大,项目主力越好拉盘,牛时涨幅越高
6/https://cypherhunter.com/en/ Crypto 项目数据库,项目信息、知名人员关联信息、机构信息(Crypto 天眼查)等
7/https://coinsguru.io Crypto 项目的推特追踪 全面的粉丝标签分类,比如天使投资人、大V、项目、CEO、媒体、交易所等
8/https://token.unlocks.app 代币解锁信息最全面的网站
现在是熊市,有大规模投资人的币解锁后的一段时间,币价会跌
1inch、DYDX业务不错,也扛不住解锁抛压引起的跌