99% 的人都有闪亮物体综合症 你认为自己错过了 BTC 和 ETH,想要追逐下一个大机会进行 100 倍交易 所以你买入一个叙述 “快速、便宜、全球支付” “银行的区块链” “互联网资本市场” 一遍又一遍 这些叙述是由 NPC 创造的,他们试图从你身上榨取利益 但追逐闪亮的物体是有趣的 只要不要用掉你所有的资本 在 BTC 和 ETH 中保持舒适是最好的
@osceolamo1948 @lex_node
Nick Tomaino
Nick Tomaino2025年8月10日
This is not to be interpreted literally OF COURSE there are amazing products creating value beyond BTC and ETH Exchanges Custodians Wallets Stablecoins Prediction markets RWAs NFTs Memecoins Games Identity More But if you actually talk to anyone irl you recognize the tendency we all have to over allocate to shiny objects and under allocate to the only $100T opportunity in crypto: credibly neutral store of value Also, the high upside opportunity in all the products above was BEFORE these were all shiny objects. Credibly neutral store of value is the only hot narrative to focus on. Outside of that if you see a hot narrative it’s highly likely you are exit liquidity for the NPCs
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