原文链接:https://www.degentyrogue.com/p/on-cults-in-crypto-and-how-to-profit
这篇文章中我关心的几个要点:
Similarly, $ADA never came close to beating $ETH tech wise last bull, but outperformed it due to dreams of Africa, endless Hoskinson live streams, and his ability to waffle religiously about blockchain, saving the world, and convincing bagholders to keep holding and bidding ADA.
Another easy example: tech wise, $DOT had some great fundamentals last cycle, but was outperformed by $SOL (SBF cult), $LUNA (Do Kwon cult), $AVAX (3AC/Emin cult) Ultimately, good cults are great pampamentals for a coin. So… How do you spot early cults then?
显然,作者很看好Polkadot的技术,并认为之所以DOT的价格增长不如其他几个项目,是因为其他几个项目都有充满魅力的邪教领袖(在文章中,狗狗币、币安币,也都被纳入这一范畴来考虑)。
在我看来,这个视角对于投资者而言,也是非常重要的。仅仅以Cardano为例,如果牛市顶点时没有客观评估(叙事与现实之间的重大差距),也会遭受很大的损失。
当然,这里面存在的有争议的问题是:如何客观看待加密社区在公链发展中的作用,以及加密社区与“邪教组织”之间的界限。