看了 Goat 最新的 《Corporate Bitcoin Treasuries Are Glass Houses, Not Fortresses》这篇文章,心里五味杂陈:
真正的理想主义者在这个圈子创业真的好难!
年初和朋友们讨论ETF通过觉得真正的Crypto黄金年代要来了,拥抱价值播种未来。现在回头看一地鸡毛,啥价值在喊单、在行情面前都会被虐的体无完肤。
年初行情好,弄个盘子搞2层,像Corn这种发空气币的垃圾都安全着陆了,但是现在Goat这种直接给原生BTC的还在默默的建设。
我有时候也恍惚,BTC锁了这么多沉睡的资金,按道理一定会产生2层的需求啊。就拿MicroStrategy的65万枚BTC能产生2-5%的年化收益来算,这得多少钱?
熊市也是甄别项目的窗口,哪些还在干事,哪些已经躺平一目了然。Goat,就是那个默默的深耕者,坚信长期主义!

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