Many people are analyzing the selling pressure of eth after the Shanghai upgrade, but this way of thinking is obviously meaningless, because you have no way to analyze the strength of the purchase. The short-term price of the market is affected by the short-term supply and demand relationship. Even if you analyze the short-term selling pressure correctly, your analysis is incomplete, which means that your analysis of short-term selling pressure is meaningless.
很多人都在分析上海升级之后eth的抛压,但是这种思维方式很显然是没有意义的,因为你没有办法分析购买的力量有多大。市场的短期价格是受到短期的供求关系影响的,即便你分析对了短期抛压,但是你的分析是不完整的,这代表了你的短期抛压的分析是没有意义的。
真正的alpha很难在推特的推文中看到,需要自己根据自己的研究来总结,要根据自己过往对于投资机会的判断标准来进行甄别。真正的大机会往往并不是路人皆知的,而是需要你提前市场很长时间就发现的。如果发现这样的投资机会,我们需要知行合一,也就是说,认知有了,执行力也要跟上,仓位也有体现这种认知。如果发现了很大的机会,但是在仓位上面看不出来,那就跟没有发现这样的机会的人没有任何区别。用仓位表达认知份重要。
The real alpha is difficult to see in Twitter tweets. You need to summarize it based on your own research and identify it based on your past judgment criteria for investment opportunities. The real big opportunities are often not well-known to passers-by, but you need to discover them long in advance of the market. If we find such an investment opportunity, we need the unity of knowledge and action, that is to say, with the knowledge, the execution ability must keep up, and the position also reflects this knowledge. If you find a big opportunity, but you can't see it on the position, it is no different from someone who hasn't found such an opportunity. It is important to express cognition with positions.
Today's Shanghai upgrade was successfully completed. Since then, the risk of staking eth has become very low. If you stake through the lsd protocol, there will be a layer of smart contract risk, but the risk of not being able to withdraw money has been removed. I think this will be the beginning of big capital staking.
今天的上海升级顺利完成,从此以后,质押eth的风险变得非常低,如果通过lsd协议进行质押,会有一层的智能合约风险,但是不能取款的风险已经去除了。我想这将会是大资本进行质押的开端。