搜尋此網誌

2022年1月28日星期五

外星人講外星話:「比特幣可唔可以hedge通脹?」


比特幣是不是高風險資產,其實視乎你對它底層技術認識有幾深,信心夠不夠,如果沒有信心,經常高買低賣,那就當然高風險,至於可唔可以hedge通脹?大家click入影片看看我怎樣說!


2022年1月21日星期五

Christmas Seminar 2021


我在2021年聖誕節前做了一個講座,我把比特幣、以太幣的技術濃縮成幾個重點,亦解釋為何我認為投資它們是屬於價值投資,儘管你不用認同我的想法,請好好地了解他們的底層技術,因為它們正在改變世界




2022年1月3日星期一

回覆YouTube 觀眾問題




聖誕前夕剛好執完屋,12月29日開了一次YouTube live,算是第一次在YouTube跟大家現場聚會,雖然有點不習慣,相信下次會做得更好!

有YouTube觀眾留言問了一些蠻有意思的問題,在此跟大家分享。

問題:
你好亂博姐
感謝你的付出,近一年開始看你的YouTube片,著作和博客舊文,獲益良多,此外亦有坊間其他YouTube Channels,有感Channels內大多和幣價上落/應用操作(如Defi/NFT) 有關,比較少關於實際上如何寫code,甚至創立區塊鏈項目的資訊,所以想問一下如果門外漢想更深入參與區塊鏈行業,應如何開始,哪裏有相關內容


筆者答:

多謝你的問題!我認為首先你要定立一個目標做些什麼?現在已經很多blockchain, 如果你搞blockchain,也必須有特別的應用 ,否則競爭很大。我認為如果是門外漢,由NFT開始先是比較容易,但mint NFT之後,你想做什麼?例如陳奐仁想賣nft給歌迷做會員,然後歌迷可以與他私下互動,或有小形演唱會時,歌迷可優先買飛之類,有了目標應用,你除了懂得出nft, 還需要寫website 作為賣nft 的portal, 我在livestream 都提過不同的Metaverse 商機,Metaverse 上面全部都是Nft,你可設計自己喜歡的虛擬環境,世外桃源,可能可以出租場地給人拍電影,又或者建自己的畫廊,由於是虛擬,再沒有physical limitations, 畫廊的設計不再需要四平八穩的建築物,等等!所以,用solidity寫smart contract 只是一部份,寫website 需要另一個level的工具,例如JavaScript, 你build 虛擬環境需要Blender, 等等!你需要連接不同的tools來結合起來符合應用。

問題:
亦有觀眾PM我問Cosmos 點睇?

答:
Cosmos 是好的鏈,我們volitium 也考慮在Cosmos 寫我們的Dapp, 主要是我們能夠自己控制transaction fees, 這對我們的應用很重要。

問:
看來很多developer都因gas fee太貴而離開Ethereum, Ethereum 的前景不太好嗎?

答:
我並不擔心呢,現時以太坊上有超過3000個Dapp, 在以太坊上的total value lock 在Defi 收息的總額達1000億美元,看下圖:



微軟創辦人Bill Gates預計2023年以太坊將成為去中心化app store, 就如蘋果的app store一樣


https://technews.tw/2021/12/30/ethereum-will-become-the-new-app-store-in-2023/?utm_source=fb_finance&utm_medium=facebook&fbclid=IwAR1V5zg21KyVDV3wxlZ2FFJgRnl9CckYIPwlHiFuYSyjRjaJvKm45VR5CQQ

其實,developer 可以在不同鏈同時建立Dapp, 只是暫時選擇其中一個平台launch 咗先而巳!

以太坊創辦人V神在白皮書的預告:

Ethereum white paper predicted DeFi but missed NFTs: Vitalik Buterin

Buterin still believes that “the internet of money should not cost more than 5 cents per transaction” and highlighted Ethereum’s continued efforts to improve the blockchain’s scalability capabilities.

Rounding up the last decade, Ethereum co-founder Vitalik Buterin revisited his predictions made over the years, showcasing a knack for being right about abstract ideas than on-production software development issues. 

Buterin started the Twitter thread by addressing his article dated Jul. 23, 2013 in which he highlighted Bitcoin's (BTC) key benefits — internationality and censorship resistance. Buterin foresaw Bitcoin’s potential in protecting the citizens’ buying power in Iran, Argentina, China and Africa.

However, Buterin also noticed a rise in stablecoin adoption as he saw Argentinian businesses operating in Tether (USDT). He backed up his decade-old ideas around the negative impacts of Bitcoin regulation.

The entrepreneur still believes that “the internet of money should not cost more than 5 cents per transaction” and highlighted the [development of Ethereum’](https://www.blockchainx.tech/erc20-token-development)s continued efforts to improve the blockchain’s scalability capabilities.

“I liked altcoins before altcoins were cool,” added Buterin citing an article where he based this claim via three arguments: different chains optimize for different goals, costs of having many chains are low and need of an alternative in case the core development team is wrong. 

On the flipside, Buterin backtracked on his support for Bitcoin Cash (BCH), stating that communities formed around a rebellion, even if they have a good cause, often have a hard time long term, adding that “they value bravery over competence and are united around resistance rather than a coherent way forward.”

“A lot correct (basically predicted "DeFi"), though incentivized file storage + compute hasn't taken off that much (yet?), and of course I completely missed NFTs.”

Concluding the findings, Buterin supported the instincts that helped him correct mistakes early on, stating: “On tech, I was more often right on abstract ideas than on production software dev issues. Had to learn to understand the latter over time.”

In early December, Buterin shared his vision for a “plausible roadmap” for ETH 2.0, suggesting “a second tier of staking, with low resource requirements” for distributed block validation.

Additionally, he proposed the introduction of fraud-proof or ZK-SNARKS that can serve as a cheaper alternative for users to check block validity. According to Buterin:

“\[With these updates\] We get a chain where block production is still centralized, but block validation is trustless and highly decentralized, and specialized anti-censorship magic prevents the block producers from censoring.”




2021年11月30日星期二

再見中環

終於都遷出中區,期待搬進郊區,一邊憧憬未來可以多做運動和多吸新鮮空氣,另一方面依戀着中區的方便,每日經過的地方,在此留個記錄:

每天穿梭着這些名牌店,已經毫無感覺:

U









華麗的聖誕燈飾:




















只有香港島才有的電車:




晚飯後散步,穿梭的夜景😍 :














在這裏看完很多本書:




經常坐艇的我🤣必經之地:











城市的綠洲:







再見!😘

2021年11月16日星期二

[市場操作系列 _ 03] Know your risk 管理好風險,不令自己身陷險境,財務自由唔駛搵命博

 Know your Risk 是第一步,管理好你的風險,財務自由係唔駛擺命博的 ,買幣不是高風險,儲存和賣幣出金才是,今集特別道出儲存和take profit 出金時如何保護自己


https://youtu.be/sxs-00Blcfc