· 本期嘉宾 ·Alex Yang,VSYS首席执行官· 本期BGM ·"Do You Believe in Magic" by The Lovin' Spoonful· 本期话题 ·又来蹭知识了。杨博士是一位具有“永远不厌其烦、一遍又一遍回答小白问题”超能力的老师。于是干脆从比特币开始,到以太坊,到各种共识机制、POW/POS,再到DeFi,还有最近火热的NFT、系统地把小白进行到底(内容会涉及到一些我们对虚拟币投资的理解,不构成任何投资意见,请大家在家长指引下收听)。今天是《关于Crypto的一切》第一集:比特币对冲一切?本期文稿版明日推送,敬请期待!01灵魂拷问三连:比特币会永远存在吗?如果能,价格可以到哪里(短、中、长期)?如果不能,它会因何“灭亡”?02杨博士逐一拆解市场上常见叙事(narrative):Narrative 1:比特币是对冲通胀、对冲将会变成废纸的美元、和对冲已经过走入死胡同的货币政策的利器Narrative 2:比特币是对冲天下大乱的利器(比如第三次世界大战)Narrative 3:机构全都上车了,将来会变成庄家的游戏,只升不跌Narrative 4:四年一次的分叉周期——每次都是一个新台阶Narrative 5:中国的秘密武器:每年70亿美元可以毁掉比特币网络?Narrative 6:灰度基金溢价和折价——ETF和信托是散户上车的机会Narrative 7:比特币是年轻人积累财富的希望Narrative 8:最大风险到底是什么?政府会杀掉比特币吗?(中国,美国)Narrative 9:交易投资不如挖矿(挖矿还能赚钱吗?)— End —主播 | 肖小跑 运营 | 陆丽娜微信公众号:墙裂坛坛友群:请添加坛子微信(BKsufe),请注明:坛友
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