FTX創始人兼Serum顧問SBF:當市場呈下行趨勢,我們能做什麼?

FTX創始人兼Serum顧問SBF:當市場呈下行趨勢,我們能做什麼?

免責聲明:本文旨在傳遞更多市場信息,不構成任何投資建議。文章僅代表作者觀點,不代表火星財經官方立場。

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來源:Serum資訊平臺

——本文翻譯自FTX創始人、Serum顧問SBF於2020年10月7日發佈的最新推特,文末附推特原文。

給持有數字資產,但這些資產在今日(這裡指10月7日)下跌的投資者的一些建議。

以下內容均不做為投資建議。

好吧,首先要說,並且這可能涉及到每個人,今天大家所投資的數字資產都在下跌(除了USDT上漲了2個基點)。如果你運行一個項目,然後這個項目的通證下跌,你應該做些什麼?

首先,你能做的並不多,投資者有的時候會買入,有的時候會賣出。深呼吸一下吧,我敢打賭,你的Telegram上已經有很多人都在討論價格的下跌,那就順其自然吧。

那麼接下來呢?

我經常提醒自己兩件事情。第一件事情是,世界上有兩種類型的數字資產(coins)。例如:FTT屬於其中一個類型,SRM屬於另外一個類型。

FTT在目前來看,是一類比較成熟的數字資產。它的持續性銷燬量很高,FTX目前正在穩步成長,關於FTT的價格詳見:http://ftx.com/trade/FTT/USD

FTX創始人兼Serum顧問SBF:當市場呈下行趨勢,我們能做什麼?

FTT事實上並沒有所謂的“牛市”或者“熊市”,它是隨著FTX、回購銷燬、交易折扣、SRM空投等等而發展的。它的波動性較低,並且十分穩定,可以說是一種基礎資產。

SRM卻不同,詳見:http://ftx.com/trade/SRM/USD。SRM的價格上漲和下跌的幅度都比較大。

FTX創始人兼Serum顧問SBF:當市場呈下行趨勢,我們能做什麼?

它的波動性更高,因為SRM是基於未來:https://bonfida.com/dex/#/ 是這個概念的證明(同時可以作為一個非常有說服力的證明!),並且在未來會有更多的內容參與進來:包括生態、高交易量、和增長。

並不是說一個比另一個“更好”,這兩者是有區別的。但這也凸顯出:一種資產除非100%明顯被低估,否則,項目不經歷被低估,也就不可能上漲。沒有什麼項目是可以100%保證其通證價格每個月都可以翻倍。

所以,如果一種資產可以翻倍,那麼它必須經歷減半;並且當資產減半時,就意味著它可以翻倍。這是我提醒自己的第一件事情:還記得上漲時有多興奮嗎?

但現在,它們跌了。這給了它們更多的空間進行回升。事情的發展都是有起有落,希望它們最終都在上漲的道路上。

第二件事情是:專注於你可以掌控的事情。

你可以控制公關和信息傳遞(PR and messaging) - 當事情變糟糕或者變好的時候,這尤其重要。但是你控制不了其他的事情。有時候事情會變差、有時候一些刺激政策會被取消、或者標普500下跌。

BTC在下跌,ETH、LINK、DOT、FTT、SRM也是。FTT下跌幅度較低,SRM的跌幅更高一些,這也反映出了相對積極的一面:有些事物的波動性會更高。

但是你不能控制的事情是:當整個市場都在下跌時,你不可能讓其中的某個幣種上漲。所以,你可以在公關事務上做一些力所能及的事情,然後開始進行搭建。

進行搭建,因為這是你能為項目所做的事情。對項目進行搭建,受益的也將是其項目通證。在最後,這會起到重要作用。

因為如果你致力於項目搭建,不管事情是好是壞,你把產品推廣好、把公關事宜處理好、組建一個優秀的團隊,發佈出色的用戶圖形界面(GUI)、並選擇正確的產品。

如果這些都可以做到,那麼當整個市場準備好的時候,你就會把這個項目通證拉回到一個再次上漲的通道。

———————

以下內容為推特原文:

1) Advice for people whose coins are down today

2) NOT INVESTMENT ADVICE. NOT ADVICE.

3) Well, first, that's everyone. Everyone's coin is down today. (Except USDT which is maybe up 2bps.)

But some have never been here before.

So what do you do, if you run a project, and that project's coin is down?

4) First of all: there's only so much you can do. Sometimes people buy, sometimes they sell.

Take a deep breath.

I'm sure your Telegram is blowing up with people pointing out the coin is down. So be it.

5) What next?

Well, I always remind myself two things.

The first is that there are two types of coins in the world. E.g. FTT is in one category and SRM in another.

6) FTT is, at this point, a somewhat mature coin.

The burn is big, FTX is stable and growing, and FTT's price is.... http://ftx.com/trade/FTT/USD

7) FTT doesn't really have 'bull runs' and 'bear runs'. It just, you know, grows with FTX, and with the buy/burns and trading discounts and SRM airdrops and stuff.

It's low volatility, and stable, and mostly a fundamental asset.

8) SRM is different: http://ftx.com/trade/SRM/USD

9) SRM goes up, a lot; and it goes down, a lot.

It's more volatile. Because SRM is based on the future: the notion that https://bonfida.com/dex/#/ is a proof of concept (a powerful one!) and that the future will involve more: an ecosystem, and large volume, and growth.

10) This isn't to say that one is 'better' than the other. They're different.

But it also underscores something: unless an asset is just obviously 100% massively underpriced, _you can't go up if you can't go down_.

Nothing is 100% going to double in price every month.

11) And so for an asset to be able to double, it has to be able to halve;

and when an asset halves, it means it can double.

12) That's the first thing I remind myself: remember how exciting it was when things went up?

Now things are going down.

That gives breathing room to go back up. Things go up, and they go down, and they go up, and they go down. And hopefully, they go up.

13) The second is:

Focus on what you can control.

You can control PR, and messaging -- and that really matters, when things are bad and when they're good.

But you can't control others. Sometimes, things go down. Sometimes a stimulus is canceled, and the S&P500 is down.

14) BTC is down, as is ETH, and LINK, and DOT, and FTT, and SRM.

And FTT is down less, and SRM is down more, and that reflects the upside too: some things move more than others.

15) But you can't control that -- you can't will a token to go up when everything else is down.

So do what you can on PR.

And then build.

Build, because that's what you can do for the project.

Build a project the token will be proud of. In the end, that matters.

16) Because if you build--whether things are good or bad--and you promote the product well, and handle PR, and build a good team, and release good GUIs, and choose the right product--if you do those, then you put the token in a position to go up again, when the market is ready.

官網:https://projectserum.com/

微博:https://www.weibo.com/u/7483904107

Serum DEX交易網址名單:https://serum-academy.com/zh/dex-list/

Serum微信客服:ProjectSerum

Serum微信公眾號:Serum資訊平臺


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