无论是超级应用生态还是其它单体项目，最终要形成防御性，最重要的还是用户粘性，用户很难离开你去选择竞争对手，这才是真正的防御性。

这种防御性有些时候是来自于用户本身属性就是比较稳定的，比如staking的用户，并不是说staking的用户很难离开这个平台，而是他们大多都是被动的长期持有者，所以呈现出相对的稳定性。但是这种稳定性并不是强粘性，真正的强粘性是让用户难以离开你。就好比人们难以离开苹果体系，或者很难离开微信，我相信真正的区块链用户也很难离开以太坊。这种很难离开的特性带来的结果就是很强的防御性。

别人要进攻你，你的用户却不会离开你，别人的进攻就是事倍功半的，是非常消耗资源，但是成效甚微的进攻。

lens的防御性也是很好的，lens如果构建起来超级应用，上面有各种各样的应用场景，然后也有很多用户在使用，更多的用户使用将会让存量用户的profile更有价值，这是典型的网络效应特点。别人要进攻lens，简单fork代码是没有用的，它需要fork整个生态，而这基本上是做不到的。

I want to say don't set limits on your life, we have to plan well and live the life we want

In my thirty plus years of life experience, I am proud of myself. Although I haven't made great achievements, through my own planning and hard work, I have allowed myself to live the full-time investment life I wanted ten years after graduating from university.

In life, we must be good at experimenting and investing. Being good at trying means having the courage to try. We need to start investing as early as possible, and look for incremental markets and fields, and try to learn and understand new things. Don't roll in the stock, but create or look for increments. In the incremental market, everyone is on the same starting line, there is no so-called vested interest, we rely on our own cognition and action.

How to get the first pot of gold in life is very crucial. We need to find a way to solve this problem, and there are different solutions in different eras. I think everyone has their own circle of competence and resources, and they all have different approaches. There is no financial advice here, only that you look at what resources you have at your disposal, and a course of action will follow, with a little luck involved.

After obtaining the first pot of gold, it is necessary to consider how to use this precious first pot of gold for reinvestment, and at the same time carry out risk control, in case one day returns to before liberation. We only need to be rich once in our life. Don’t go through the process of becoming rich again, which means you will experience the pain of returning to zero at least once.

To consider the use of cognitive leverage, we do not use financial leverage, but cognitive leverage must be used. Continuously improving one's cognitive level is the key to increasing the level of wealth. How to improve your cognitive ability? I think cognition is the result of information input and processing, it is an output. We need to optimize our information input quality and processing methodology, so that we can get as correct cognition as possible.

I think along the way, I'm very thankful for every big decision I've made that got me where I am today. I figured if I could, anyone should be able to do it.

我想说不要给自己的人生设限，我们要好好谋划，并且过上自己想要的生活

在我三十多年的人生经历中，我对自己感到自豪。虽然没有取得非常巨大的成就，但是我通过自己的谋划，通过努力工作，让自己在大学毕业十年之后就过上了自己想要的全职投资的生活。

人生要善于尝试，要善于投资。善于尝试有勇于尝试的意思，我们需要尽早开始投资，并且去寻找增量的市场和领域，尝试学习和理解新鲜事物。不要在存量里面内卷，而是要去创作或者寻找增量。在增量市场中，每个人都是同一起跑线，没有所谓的既得利益者，我们依靠的是自己的认知和行动力。

如何获得人生第一桶金，是非常关键的。我们需要想办法解决这个问题，在不同的时代有不同的解决办法。我想每个人都有自己的能力圈和资源圈，都会有不同的方法。这里没有财务建议，只有建议你审视自己能够掌控什么资源，然后行动方案也就出来了，当然这个过程中也需要一点点运气。

获得第一桶金之后，就要考虑如何利用这宝贵的第一桶金进行再投资，同时也有进行风险控制，以防一朝回到解放前。我们的人生只需要富一次就够了，不要经历需要再次变富的过程，那样意味着你会经历至少一次归零的痛苦。

要考虑使用认知的杠杆，我们不要使用财务杠杆，但是认知的杠杆是必须要使用的。让自己的认知水平持续提升是提升财富水平的关键。怎样提升自己的认知能力？我想认知是信息输入和处理的结果，它是一个输出。我们需要优化我们的信息输入质量和处理的方法论，从而才能够尽可能得到正确的认知。

我想这一路走来，我非常庆幸自己所做的每一个重大决定，是这些选择让我能够来到今天。我想如果我可以，应该任何人都可以做到这一点。