Long-term investment follows the value, short-term investment embraces the bubble

Chapter 0 Introduction

In the field of digital currency and regional chain asset investment, I have always insisted on the strategy of value investing. However, following the super-big bull market, after taking countless opportunity costs, I began to think about investment bubbles.

(This article is a question from my little circle, with slight deletions and changes, share it. Recently I have read less, haven't accumulated, I can't think of any good material to write)

Chapter 1 Long-term investment value of digital currency

Long-term investment mainly invests in the value direction of this field.

It can basically be assumed that bitcoin and blockchain are a human technological advancement, otherwise there is no need for long-term investment.

But the direction of progress is meaningless and there is a lot of noise.

For example, the domain name .com of the Internet has always been the mainstream, and the small suffix is ​​not enough. It is all about the world of .com. As a long-term investment, we must determine the most reliable direction.

From the perspective of subdivision, the digital currency and blockchain are mainly divided into two areas, namely digital currency and blockchain assets.

Digital currency mainly refers to the products that are targeted at becoming a currency, such as bitcoin, bit cash, and some anonymous digital currencies.

Blockchain assets are mainly based on the use of blockchain technology to implement certain subdivided domain functions. For example, to centralize stored tokens, Ethereum on Ethereum is often categorized as this field, mainly for the realization of intelligent contract tokens.

Digital currency is indeed a level of human civilization. Protecting private property through mathematics is something that humanity needs. Therefore, if I make long-term investments, I will certainly bet this category, and I will focus on this category.

In the digital currency, the more subdivided areas are divided into POW currency and POS currency. The POW workload proves to be mining, and the POS is the equity certificate, which means that the number of coins is the final figure. POW currency encourages market competition and should be more investment value.

Chapter 2 Resource tokens on the public chain of protocols

Blockchain assets need to be more careful, because it's not very clear which functions require a blockchain and which functions don't require a blockchain. Personally, I am a conservative investor. I have not put a heavy bet on blockchain assets.

However, the concept of blockchain assets has indeed begun to gain roots in people's hearts and they are sure to be detained. The direction of the most secure and profitable investment block chain assets should be to invest in those underlying resources, such as resource tokens of the public chain of agreements. Ethereum, for example, is a protocol-like public chain, and all smart contracts that run on it need Ethereum.

For product category blockchain assets, I personally think that we should adopt a more conservative strategy. It's really hard to tell because the product really needs a blockchain, and it's even harder to see.

I have invested a total of four kinds of coins BTC, BCH, ETH and EOS. The first two belong to the digital currency, and the latter two are judged as block chain protocol public chain resource tokens.

Chapter 3 Short-term investments should embrace the bubble

We don't need to worry about the bubble first. There is no doubt that the right hug bubble benefits, and we should not first deny it morally.

The current bubble is blockchain product tokens. As you look at the SGD on the platform every day, it is a baffling coin. Moving some of the activities in other areas to the blockchain becomes a product.

I myself do not dare to charge this kind of product currency. At present, my knowledge is not enough. I am just thinking positively. I think the following is worth learning from.

The first such product logically must use blockchain technology, which means that using a blockchain is more advantageous than not using it.

The second is that this kind of product must be a centralized company operation. The kind of decentralization that is stressed out, it is best not to touch, the life cycle of the product depends on the market, and the blockchain product without the market foundation will be At present, this kind of competition is lost.

The third is to look at the operational capabilities of this centralized company or team. This is consistent with the traditional logic of investing in a company. You have to vote for the right person.

The first two points are definitive answers. But the third point is purely subjective. This requires an in-depth investigation of project parties and a deep understanding of human nature.

Marketing ability is the most important observation point for embracing the bubble. The marketing of digital currency and blockchain has come for the king.

Chapter 4 Conclusion

How to embrace the bubble is really a question from a university. If you can't do it, you must lose money.