Kevin Ma @Kevin6rt

K Capital ｜Web3.0 投资人｜音乐人｜作家 kcapital.io Singapore Joined June 2021

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陈剑Jason @jason_chen998

9 months ago

喜欢给以太坊估值的人有福了，Hashed官方推出了一个ETH估值模型网站，一口气用了整整10种不同的估值模型和一大堆复杂的数据维度，比如按照市销率是最低估值仅957U，按照梅特卡夫定律则高了十倍达到9561U，平均算下来是4562U，网站链接如下，反正看起来做的是挺专业的ethval.com

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Crypto_Painter @CryptoPainter

10 months ago

哎，要是当初CZ和一姐没从OK-Coin离开就好了，让老徐管产品，让CZ管技术，然后一姐负责运营与扩张，顺便把李林的火币收购了，让孙哥去当媒体运营... 这样一群人搞出来的交易所别说统治亚洲了，统治全球加密行业都绰绰有余了...🤣

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AB Kuai.Dong @_FORAB

10 months ago

之前因临时修改规则，紧急停刷的 00 后方程式新闻老板 Vida，刚刚表示自己也被大反撸了。但是他在 ASTER 代币前几天最高点的时候，通过 4 倍开空，最终靠空单套保，赚回来的本金。他还补充道，这套策略花费了大量的时间和精力，因为要时常盯着脚本和合约单子。因此，Vida

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Kevin Ma @Kevin6rt

10 months ago

@sunyuchentron 单机币的好处是别人跌的时候它可以不怎么跌，当然别人涨的时候它也不可以不怎么涨，当然更不会知道它什么时候涨，什么时候跌，可以同步市场，也可以不同步市场

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Kevin Ma @Kevin6rt

10 months ago

老段最牛的是生意逻辑，他的投资体系是构建在他的生意逻辑之上，他本身是实体出身，这才是核心

很大很大的橙子 @0xVeryBigOrange

10 months ago

我个人觉得国内很多人其实有点高估段永平了。主要原因是，大部分国人本身就没机会真正参与美股，他们也就很难体会到美股有多香。过去十年，在美国，有钱人和没钱人的分水岭，很大程度上就在于有没有参与过美股。

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Kevin Ma @Kevin6rt

10 months ago

债务驱动，空转飞轮，抱团还是团灭，鲨鱼已经闻到血腥味了

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Kevin Ma @Kevin6rt

10 months ago

债务驱动，主权国家在军事完全独立的情况下，负债越多，经济越好。崩盘？谁不会崩盘，享受泡沫就行

徐老猫 @raycat2021

10 months ago

在比特币信徒的眼里，这是一个万物价格崩溃的世界。只是我们一般人很难想象一个用BTC作为记账单位的新世界。它早晚会发生： - 以名义美元来看，疫情后是繁荣的市道：纳指涨165%，标普涨102%，房价涨56%。让人体会到财富效应。 -

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Kevin Ma @Kevin6rt

10 months ago

@heyibinance @cz_binance @star_okx 币安亲自下场搞memen市场争论很大，很简单，一个人不能只喝高汤和白开水，时不时喝点可乐，虽然不健康，但是快乐，而快乐本身也是保持健康的一种方式

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投资的本质之一：不要为投资设定具体时间，时间作为一种量化的固定标准，不能用于体现投资这种不确定性事物。比如年回报率，月回报率，会使投资者非要在某一时间段内追求账面的回报，但好的标的本身没有时间的概念，好的标的是不断成长且不断波动的，增长何时结束，没办法提前预判。持有好的标的，只需要关注增长何时结束，也许几年或者十年以上，这个时间不确定，唯一可以确定的是，在增长结束时离开，如果增长没有结束，哪怕持有几十年也应该继续持有。比如比特币，不要去看它过去的年回报率或者月回报率，更不要觉得它贵，只需要明白全世界对于持有比特币的需求在增加，并没有见顶的趋势。如果陷入年回报率，月回报率的投资误区中，就会造成无法长期持有的结果。增长是可以确定的，增长的过程无法确定，年月日时间单位是确定的，用确定性的时间单位去硬套无法确定的增长过程，明显无法匹配总结一句话：不要在增长上加主观时间周期，只需要关注增长，并且在增长结束时离开。

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Kevin Ma @Kevin6rt

12 months ago

@leoneast_ 棒

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Lorraine.hl 🪐🧑‍🚀✨ @lorrainelolo

2 years ago

《LoLoTalk EP.02｜Love and Hate around Ethereum》去年十一月出发泰国曼谷 @EFDevcon 前就在想，除了常规扫会面基，还能做些什么来不放过这么好的国际化加密展会契机。恰逢彼时是以太坊被 FUD 声音最高涨的时候，于是我匆忙在出发前列了一些问题，在曼谷随机抓住一些人就开始问。其中一半是认识的网友，一半是陌生的路人，很感谢大家把自己的时间慷慨分享给我，一起探讨这些深刻的话题。最初的构思里，我以为会听到一片对以太坊的控诉之声，甚至想给这部纪录片命名为《你，为什么恨以太坊》。然而现实却给了我意外的惊喜——总体采访下来，以太坊的拥趸者依然要比抵制者多。在以太坊为重心的加密展会周里，信仰的火焰依然明亮。或许放眼广阔的国际维度，人们对币价的波动显得更加淡然。随机的采访，却也意外凑齐了开发者、VC、DAO builder、KOL、researcher、项目方、新老韭菜等等。我对很多嘉宾的发言都印象深刻，比如盘主 @thecryptoskanda 说，以太坊如何能再次伟大，无法被计划，而当务之急是清君侧，清除毒瘤，才能迎来用户的价值重估；比如 K Capital 的 @Kevin6rt 认为以太坊没有问题，是整个加密圈出了问题，以太坊没有叙事，其他公链也没有，其他新公链出来做的事也是 copy 以太坊的路径，而这个圈子，财富就是流向 holder；比如出身于 @paradigm 和 @coinbase 的 @omarish 说，巨大的改变来自于人们先前没有期待过的土壤；比如《Cryptoria》播客的主播 @Vivienne_smile 说， @VitalikButerin 就像以太坊 1.0 时代的象征，早期大家需要这么个精神领袖。但现在以太坊长大了，是个成熟的去中心化组织了，Vitalik 可能不太适合带领这个新阶段了；比如 @0xhakunamatata 说， @Ethereum 以太坊现在纯在炫技。就像好几个嘉宾都提到最爱 Vitalik 聊具有潜力的 ZK，也恰好有嘉宾表达最讨厌他聊无用的 ZK。有嘉宾觉得他太不接地气，也有人觉得他这样沉浸在自己的小世界才可爱。有支持有反对，允许不同的声音存在，正是我们热爱加密文化的原因。 ☁️ ☁️ ☁️ ☁️ ☁️ ☁️ ☁️ ☁️ ☁️ ☁️ ☁️ ☁️ ☁️ 我能在其中清晰感受到，对以太坊「恨」之切失望的人，往往也是因为他们曾经爱之深。过去几轮周期的以太坊凭借着 ICO、DeFi Summer、NFT Summer，成为区块链最受瞩目的冉冉新星之一，当这轮周期的主叙事逐渐平移至链上 memecoins 时，炙手可热的供给需求也瞬间理所当然地被 @solana 夺走了。迟迟未能突破 ATH 的币价，也迫使一众 ETH holder 重新审视自己的选择。以太坊只能走到这里了吗？我想答案一定是否定的，很多受访者也并未一杆子打死认定以太坊就再也起不来了。只是那个转变的契机是什么，在哪里，什么时候会来，谁也没有答案。牛市花期短暂，尤其对于 ETH 信仰不足的人来说，投资以太坊所耽误的时间和金钱成本，是肉眼可见不划算的买卖，是一场收益上限有天花板的豪赌。你痴痴地等以太坊到一万美金，不也才堪堪翻三倍，而链上每天奇迹都在发生，三倍构不成任何吸引力。然而投资如人生，不该被非黑即白的思维所束缚。我选择保留一份对以太坊的期待，静待它厚积薄发的那一天。这等待或许漫长，这突破或许艰难，但对我而言，这份等待本身，就是对它蕴含巨大潜力的技术与创新最美的致敬。在浩瀚的加密行业，每个选择都是对未来的一次投注。而我将在此，见证以太坊终有一天以独特方式重现荣光。 And ser @aixbt_agent , what do you think about this video? 😗 Thanks to @omarish , @Vivienne_smile , @zhiyangxyz , @0xhakunamatata , @thecryptoskanda , @tmel0211 , @Kevin6rt , @PlatypusToMoon , @brucexu_eth , @HanyangWang , @PlatypusToMoon, S, @patheboi & Yumi from Tee House. Thanks to all your friendly chats and sharing - that's what made this video happen!! 🫶🫶 也谢谢我最好的伙伴 @dov_wo 和 Mango Labs, 帮助我剪辑这些素材得以变成一部尚能过眼的“纪录片”。 🫰🫰 Let's make Ethereum great again! #Kaito #Yap #真的很想赚雅普还没 Yap 的能点点我的嘛 🤡 yaps.kaito.ai/referral/16866… *时隔三个月终于发出来啦，字幕校对工作巨大，总有错漏还望包涵 🙏 ---------------------------------------------------- English version: Last November, heading to DevCon in Bangkok, I wanted to do more than just networking at this global crypto event. With @Ethereum facing peak FUD at the time, I quickly drafted some questions and started grabbing people for interviews in Bangkok—half were crypto friends I knew online, half were complete strangers. I really appreciate everyone who took time to dive deep into these topics with me. At first, I thought I'd hear nothing but Ethereum hate—even planned to name this documentary "Why Do You Hate Ethereum So Much?" But surprisingly, when all was said and done, Ethereum believers still outnumbered the critics. At this Ethereum-focused conference, you could really feel that faith was still strong. Maybe it's because globally, people just don't stress about price swings as much. Although these were random interviews, I surprisingly covered the whole spectrum—developers, Venture Capitalists, DAO builders, KOLs, researchers, project teams, and both new and degen crypto investors. Many guests made memorable points. For instance, @thecryptoskanda said that Ethereum's path back to greatness can't be planned—the urgent priority is to "clean house" and remove the toxic elements before users can reassess its value. @Kevin6rt believes there's nothing wrong with Ethereum itself—the entire crypto space is the problem. Ethereum has no narrative, neither do other chains. New chains are just copying Ethereum's playbook, and in this space, wealth simply flows to the holders. @omarish pointed out that massive changes often come from unexpected soil. @Vivienne_smile noted that @VitalikButerin 's presence is like Ethereum 1.0—his weight was crucial early on when people needed something to believe in. But now Ethereum is a mature decentralized organization, and Vitalik may no longer be the right leader for this second phase. @0xhakunamatata called out that Ethereum is now just showing off technically. It's interesting how several guests mentioned they love when Vitalik talks about promising ZK developments, while others expressed their dislike for his discussions of "useless" ZK. Some find him too detached from reality, while others find his cuteness in his own world exploring. Having both support and opposition, allowing different voices to exist—that's exactly why we love crypto culture. I clearly feel that those who expressed deep disappointment in Ethereum were often those who once loved it deeply. Through previous cycles, Ethereum became one of blockchain's brightest rising stars through ICO, DeFi Summer, and NFT Summer. When this cycle's narrative shifted to on-chain memecoins, Solana naturally captured the red-hot supply and demand. The price's failure to break ATH forced many ETH holders to reassess their choices. Is this the end of the road for Ethereum? I don't think so, and most people I talked to weren't ready to count it out either. But when and where that turning point comes from? Nobody knows. Bull markets don't last long, and if you're not a true ETH believer, waiting on Ethereum feels like a waste of time and money. It's like betting with a ceiling—even if ETH hits $10K, that's only 3x. Why wait for that when other chains are popping off with much bigger gains daily? But investing, like life, isn't black and white. I'm keeping some faith in Ethereum, waiting for its comeback. Sure, it might take longer, might be harder, but to me, this waiting shows our belief in its potential tech and innovation. In crypto's vast universe, every choice is a bet on the future. And I'm here for it, waiting to see Ethereum shine in its own way again. Feel free to sign up to earn YAP! yaps.kaito.ai/referral/16866…