香港大会归来后小记：VC、kol、meme、梅林

The author's source is the first large-scale activity in China this year, and it is also the first time to write this essay from a new perspective. Now let me explain why I summed up my feelings about this participation into three haha. At the same time, I also want to declare that this article only represents my personal views, and an industry article is one of the weathervanes for everyone to judge the track. Whenever you talk to others and mention what you are doing, everyone will invariably ask a question, which tracks have you been optimistic about recently, which actually indirectly shows the greatness. Economists' opinions are in a more important position, and they will judge whether their opinions are correct by taking the major opinions as one of the criteria. After all, this is a relatively simple truth. Where the hot money is, the mainstream market is where it is. Even if there is plate rotation, it is only the inflow and outflow of different funds. Bitcoin ecology is still in chaos. It is undeniable that Bitcoin ecology is one of the hot tracks at present, but individuals are more willing to compare it to the current development of Bitcoin ecology. The chaotic state since the beginning of time, firstly, is because the current bitcoin ecology is mainly based on various asset agreements, and the landing projects with real practical applications are still rare. Most of what you are talking about now is still narrative narrative narrative. Secondly, the competition of another mainstream narrative is in the stage of fighting each other, in which we can see a very interesting phenomenon. The development of projects is divided into two factions: one is to engage in traffic first, then infrastructure, and the other is to engage in traffic after infrastructure. For example, the relationship between tourism and urban infrastructure, so it is worth observing who will win in the end. Thirdly, I feel that it has a great right to speak on behalf of the current track. After attracting huge traffic and users through the previous wave of growth, what kind of means will be taken to lock the liquidity, leave users or appear some practical ecological projects, and what will be the final outcome? And whether there is really a demand, these are the two tracks that we should learn from and reflect on. The two tracks mentioned most are different from the current bitcoin ecology. Almost all of them are played in the Chinese-speaking circle, and the two tracks that both the Chinese-speaking circle and overseas are paying attention to are also the two tracks that have real practical significance and are easier to land. Solve the problem of wasting idle resources, help solve repetitive work, improve meaningless work and improve efficiency. By combining real equipment, we can make the original invisible and intangible. The figurative performance, as a hot industry in recent two years, its combination with blockchain is natural, but it is more suitable to help solve the problems of computing power, data storage and so on. We use equipment to make various attempts, such as model training, data labeling and so on. During this time, we often hear a sound that the number of rounds of project financing has increased, and even the advantages of the rounds will be greater than the advantages of the rounds, and the unlocking period will be shorter. For this, we need to realize that they are also a service industry in essence. What is considered is how to strive for the maximum benefits behind it, so the relationship with it is like the relationship between flexible and free guerrillas and well-trained troops. A good one will form its own investment logic internally, and adjust its investment strategy and corresponding post-investment work according to this logic. At the same time, a good investment actually pays more attention to the effect of post-investment work, how to help the project side to avoid detours and how to release related benefits, etc. It is by no means imagined by everyone. Just give some money and shout orders. These jobs require quite high ability of investors. Therefore, we still believe that the current market is in a stage. As mentioned earlier, I have summarized my feelings about this meeting more simply because of my personal understanding of the current market state. At present, I am in a stage of speculation, that is, speculation is expected. There are three hot tracks in the near future, but we will find that most of the current projects are actually speculating through the surface. The speculation that everyone's expectations for the future of the track have hardly fallen into reality. Of course, so have other tracks. This is not a phenomenon that only exists in mainstream tracks. Give some simple examples. Why is it so hot now because of the wealth effect or the good ecology in the world or because the decentralized computing project in the narrative is very popular? How many real devices are connected and how much computing power of each device is used? Does it really help the real world? Will someone really use these? How much of the model training has been put into use and how much is indispensable or dispensable for everyone? Of course, these are normal phenomena. The ecological development of a track is destined to be a long-term thing. What we want to say here is that we should realize what stage we are at, when we should do it and what we should think about, including the indispensable paper money. Paper money is still a necessary thing to travel in Hong Kong when the WeChat Alipay is popular all over the world. Although Octopus can basically solve most of the problems, there are still some buses or restaurants that still only accept cash, and the value-added of Octopus can only use paper money. Although the senior Lego building builder is from Guangdong, it is also the first time to come to Hong Kong. The architectural structure of Hong Kong belongs to two families who make the best use of idle resources in a narrow space, and the distance between buildings is so short that it is possible for them. When you open the window, you can pass things, except for some big intersections, where the number of small intersections is more and the spacing is short. Many overpasses are designed to connect directly between buildings, and so on, which makes me realize that life in Hong Kong is really too depressing before. When you walk on the road, you will always feel oppressed in your heart. Others here say that some small details observed while you are on the road are different from those observed in the mainland. The intersections in Hong Kong will indicate the direction of traffic flow on the ground with large fonts. There is also a reminder for the blind at the traffic lights on the sidewalk. There will be some convenient elevators at the upper and lower entrances of the subway stairs. It is not a separate elevator. It is attached to the handrails of the stairs for some people who are inconvenient to walk. This has not been seen in China. Of course, I feel that the utilization rate of this one should be very low. On weekends, I can see many Filipino maids sitting, chatting and resting on the overpass. The urban environment is still good, but I rarely see garbage on the ground. Similarly, I rarely see garbage cans on the road. Three people feel that there are fewer people in this meeting than last year in Singapore. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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