names (@names) • Hey
great names
Publications
- Let's talk about time trading
Timing trading is a difficult action. It is difficult for us to be correct all the time, and it is even difficult for our correct rate to reach 50%. If we can reach more than 50%, then we will make a lot of money very quickly.
However, past experience does not support this judgment. We sometimes regret why we didn't make timing transactions at a certain point in time, and thus missed the opportunity to sell high and buy low. But if we make money through a certain timing transaction, we will not think it is due to luck, but we will definitely think it is due to my strength.
Then in the follow-up operation, finally began to capsize. We sold the chips on the eve of the big rise, and then because the stock price has risen a little bit, we have no way to accept buying back the chips at a higher price, and then all the subsequent increases in this target have nothing to do with you.
This is the investment method of picking sesame seeds and losing watermelon, which is unsustainable. Investing has to bear the volatility during the investment period, and then sell when the price greatly exceeds the fundamentals. This is a sustainable approach to investing. The investment method needs to keep one's mood at a relatively stable level, otherwise it will be easily disturbed by market price fluctuations, resulting in disordered actions.
The underlying logic of timing trading is that you can predict short-term price fluctuations, but this has been falsified by countless people, and there is no need to use your own money to prove it again.
Another logic of timing trading is greed, hoping to maximize profits in this way, selling high and buying low. If we are clearly optimistic about a certain target, my approach is to increase the proportion of the position, and there is no need to use leverage, and there is no need to trade at the right time.
Of course, this view may also be wrong. Maybe we have to make some timing judgments at certain times, but this time is often when the market is very extreme. Usually, there is no need to make timing judgments.
- 聊一聊择时交易
择时交易是高难度的动作，我们很难一直正确，甚至我们的正确率很难达到50%。如果可以达到50%以上，那么很快我们就会赚到很多钱。
但是从过往的经验来看，并不支持这个判断。我们有些时候会后悔在某个时间点怎么没有进行择时交易，并因此错过了高抛低吸的机会。但是如果我们通过某一次择时交易赚了钱，我们不会认为这是运气使然，一定会认为这是我的实力所致。
然后在后续的操作中，终于开始翻船。我们在大涨前夕卖出了筹码，然后因为股价往上长了一些，而我们没有办法接受以更高的价格买回筹码，然后这个标的后面的所有涨幅都和你无关了。
这就是捡了芝麻丢了西瓜的投资方式，是不可持续的。投资必须要承担投资期间的波动，然后在价格大幅超出基本面的时候卖出。这是一种可持续的投资方法。投资方法需要让自己的心境保持在比较稳定的水平，不然会很容易被市场价格的波动所扰动，从而导致动作失调。
择时交易的底层逻辑就是自己可以预测价格的短期波动，但这已经被无数人证伪了，没有必要再用自己的钱来证明一次。
择时交易的另外一个逻辑就是贪婪，希望通过这种方式利润最大化，高抛低吸。如果我们明确看好某个标的，我的做法是加大仓位占比就可以了，也没有必要动用杠杆，更加没有必要择时交易。
当然了，这个观点也有可能是错的。也许我们在某些时候是要做一些择时判断，但是这个时候往往是处在市场非常极端的时候。平时是不需要做择时判断的。
- 使用了苹果的mac和iphone之后才发现，原来自己在以前错过了很多，之前的工作效率真的是太低了。
- EL PLATANO (AI MUSIC VIDEO VISUALIZER) 🎁 from SNCKPCK
The other day I got a message from my friend SNCKPCK with this gift, and I thought it was so cool! My online friends are the BEST, thank you. 🌈 I decided to mint this visualized for paid collection to help fund my drag, and my music video production.
So, if you like what I do please collect!✨ I am excited to get better wigs, and looks, and produce better content in Lens. #bytes #Drag #DragMusic #salto
- EL PLATANO (AI MUSIC VIDEO VISUALIZER) 🎁 from SNCKPCK
The other day I got a message from my friend SNCKPCK with this gift, and I thought it was so cool! My online friends are the BEST, thank you. 🌈 I decided to mint this visualized for paid collection to help fund my drag, and my music video production.
So, if you like what I do please collect!✨ I am excited to get better wigs, and looks, and produce better content in Lens. #bytes #Drag #DragMusic #salto
- Multi-chain DeFi has a bad UI/UX
@rhinofi worked to fix that 🔧
They make multi-chain DeFi easy as hell to use. You can manage your whole yield strategy from one place, including new x-chain yield
Don't sleep on 'em
Pick your L-2 & get started
👇👇
https://bankless.cc/rhino
#ad
———
Thank you @rhinofi for sponsoring this message for the Bankless Nation!
#bytes
- Everyone Needs a Web Wallet in 2023 💸
View Full Interview here: https://www.youtube.com/watch?v=lXkaNkBm_I0
#web3 #discord #crypto #decentralized #web30technology #dao
🎥 Built on Web3 Podcast - Youtube Channel 🎥
https://www.youtube.com/@builtonweb3
🎙 Built on Web3 - Podcast Show 🎙
https://builtonweb3.xyz
🐥 Podcast Produced by Devscale 🐥
https://devscale.com #bytes
- Everyone Needs a Web Wallet in 2023 💸
View Full Interview here: https://www.youtube.com/watch?v=lXkaNkBm_I0
#web3 #discord #crypto #decentralized #web30technology #dao
🎥 Built on Web3 Podcast - Youtube Channel 🎥
https://www.youtube.com/@builtonweb3
🎙 Built on Web3 - Podcast Show 🎙
https://builtonweb3.xyz
🐥 Podcast Produced by Devscale 🐥
https://devscale.com #bytes
- Layer2将会获得很强的粘性吗？生态最繁荣的L2肯定是具有用户粘性的，但是L2的主要问题在于代币经济学如何设计，以及竞争格局未来会如何演变。现在还完全判断不出来。
- 在股票领域投资，我们必须要考虑好自己的投资理念是什么，商业模式也许是最重要的考量因素。在crypto投资，商业模式也是最重要的考量因素。具有强大的用户粘性的商业模式是最好的，那么问题来了，crypto领域里面哪些项目具有强大的用户粘性？
- 每天都要问自己，在crypto，哪个项目的用户最具有粘性，同时拥有很好的赚钱能力。
- 就像现在，人们其实也不愿意轻易离开推特，即便推特存在很多的问题，因为推特上面的内容质量和丰富度都是目前最好的，离开就是自己的损失。
- 随着时间的推移，lens用户数量持续增长，并且存量用户不断和lens发生交互，这些交互数据都是上链的高价值数据，用户因为存量数据的原因也不会轻易离开lens，去其它平台从零开始积累数据。而其它平台想要竞争，还不如直接加入lens划算。
- lens会形成很强的网络效应吗？用户会很难离开lens吗？这取决于lens之上可以构建什么样的应用场景，如果真能够创造出超级应用生态，那么用户就会很难离开lens。
- lens的空投价值也许并不高，但是这并不妨碍我正常使用lens，使用lens进行输出可以让我保持头脑的活跃，工作节奏非常饱和。
- Today first time I tried driverless car while coming back from office to home in SF.
The experience was super cool and scary at the same time 😱
would you try it?
- 去中心化协议从组织形态上和公司类似，但是从财务表现来看，和理财产品比较类似。
- Is the U.S. recession a bad thing for crypto? I think it mainly depends on the degree. If the degree of recession is large, it must be a bad thing. If there is a mild recession, it means that there is no room for interest rate hikes, and the channel of interest rate cuts is opened, and crypto will benefit.
- 如果温和衰退，则意味着加息空间不再，并且开启降息通道，crypto将受益。
- 美国经济衰退对于crypto来说是坏事吗？我认为主要看程度，如果衰退程度大，肯定是坏事。
- It is a very powerful statement to put down the requirement of equal treatment of state-owned and private enterprises in terms of system and law, and the key lies in implementation and implementation.
- 要从制度和法律上把对国企民企平等对待的要求落下来，这是非常有力的表述，关键看执行和落实。
- It has been more than 40 years since China's reform and opening up, but private enterprises still have a strong sense of insecurity, which is the responsibility of the government. This is an absurd reality.
- 中国改革开放已经四十多年了，但是民营企业仍然存在着强烈的不安全感，这是政府的责任，这是很荒谬的现实。
- There are only simple conclusions without logic and data support, so we must maintain reasonable doubts. Regardless of whether the other party is an expert or a scholar, an authority or a passerby.
- Only the path that can be realized within the scope of one's own control is the real potential opportunity.
- When we think about future opportunities, we should not talk about the resources we can control. If we do not grasp the realization path, even the opportunities will not belong to us.
- 我们在思考未来机会时，不应该脱离自身所能掌握的资源来谈，如果不掌握实现路径，则即便是机会也不会属于自己。只有在自己所掌控范围内能够实现的路径才是真正的潜在机会。
- 💚💚💚
Dear all, our "Rooting in Web3" theme party has come to an end! I hope you all enjoy our 12-day party with [@LensProtocol! 🌿🌿🌿](https://twitter.com/LensProtocol)
See you guys at the next party soon! (most likely Sept)
**Stay tuned!**
- Decoding in progress ..... 👀
Soon!
- love lens