价值投资
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Is value investing applicable in the crypto world?
To conclude, the essence remains unchanged, but the form has changed.
The two famous phrases of value investing are 'buying stocks is buying a company' and 'buying a company is buying future cash flow discounted.' These two phrases have been popularized by Buffett and Duan Yongping.
On the surface, Bitcoin has no cash flow, is not a company, and does not belong to the realm of value investing. Other altcoins, some have a securities nature, such as the platform coin BNB, but most are just air, lacking companies and cash flow.
However, this does not mean they have no value; value is defined according to different needs. Future cash flow is just one perspective, and it may be difficult to apply in the crypto world, but there are other indicators of value.
For example, meme coins depend on the quality of the IP, company coins reference stocks, and Bitcoin references gold.
In any case, achieving success is extremely difficult. The reason why value investing is still at the top of the food chain in crypto investing is that those who have achieved great success typically held onto Bitcoin for the long term. $BTC $ETH $BNB #加密股IPO季 #加密市场回调 #价值投资
To conclude, the essence remains unchanged, but the form has changed.
The two famous phrases of value investing are 'buying stocks is buying a company' and 'buying a company is buying future cash flow discounted.' These two phrases have been popularized by Buffett and Duan Yongping.
On the surface, Bitcoin has no cash flow, is not a company, and does not belong to the realm of value investing. Other altcoins, some have a securities nature, such as the platform coin BNB, but most are just air, lacking companies and cash flow.
However, this does not mean they have no value; value is defined according to different needs. Future cash flow is just one perspective, and it may be difficult to apply in the crypto world, but there are other indicators of value.
For example, meme coins depend on the quality of the IP, company coins reference stocks, and Bitcoin references gold.
In any case, achieving success is extremely difficult. The reason why value investing is still at the top of the food chain in crypto investing is that those who have achieved great success typically held onto Bitcoin for the long term. $BTC $ETH $BNB #加密股IPO季 #加密市场回调 #价值投资
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The most romantic thing I can think of is for everyone to slowly become rich together.
In this period, BNB mines 124.6 Binance Coins, 1.78 PORTAl per hour, 42.7 per day, and a total of about 299 in seven days.
The forecast opening price of PORTAL is 2.5-4U, and the expected profit is 1000U.
What do you think the opening price of PORTAL is?
Hold Binance Coin and let time accompany us to slowly become rich
1. Nothing is difficult in the world, as long as you are willing to hoard Binance coins.
2. If you don’t hoard Binance coins in this life, there will be no point in trying your best.
3. Life is precious, but love is more valuable. If you are hoarding money, you can throw away both.
4. Don’t worry, there is no one in the world who doesn’t hoard Binance coins.
5. Why life is unsatisfactory, just because I don’t hoard Binance coins.
6. Since ancient times, no one has ever died, so keep your loyalty and hoard Binance coins.
...
#Portal #BNB坚持持有 #价值投资
In this period, BNB mines 124.6 Binance Coins, 1.78 PORTAl per hour, 42.7 per day, and a total of about 299 in seven days.
The forecast opening price of PORTAL is 2.5-4U, and the expected profit is 1000U.
What do you think the opening price of PORTAL is?
Hold Binance Coin and let time accompany us to slowly become rich
1. Nothing is difficult in the world, as long as you are willing to hoard Binance coins.
2. If you don’t hoard Binance coins in this life, there will be no point in trying your best.
3. Life is precious, but love is more valuable. If you are hoarding money, you can throw away both.
4. Don’t worry, there is no one in the world who doesn’t hoard Binance coins.
5. Why life is unsatisfactory, just because I don’t hoard Binance coins.
6. Since ancient times, no one has ever died, so keep your loyalty and hoard Binance coins.
...
#Portal #BNB坚持持有 #价值投资
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#meme板块关注热点
#价值币
#价值投资
Personal feelings:
Many people say that there will be no alt season, only meme and AI. They do not oppose the rise of meme, but meme is definitely not the future. The thoughts are as follows:
1. The essence of the alt season is that after the market value space of BTC and ETH is opened up after the rise, liquidity is overflowing, emotional bubbles, and the dealers take the opportunity to pull the market and sell to make money. The multi-dimensional effect, first, the market value space is opened up after ETH is pulled up. If ETH reaches 2 trillion, then as an ETH ecosystem, reaching 200 billion is not a high valuation, right? In addition, the bull market leverage and the influx of foreign funds make the funds sufficient, which brings convenience to the dealer's pull, and it is easy to form a joint force to jointly hit the valuation very high. It is not a lie to change beliefs with a positive line.
2. What is the essence of meme? It is the harvest of the dealer, or the linkage of multiple dealers. No one really thinks that decentralization can pull the market. Pulling the market is a professional job. It is not enough to have funds. It requires the cooperation of the project party, media resources, and market makers. Otherwise, you can just issue a decentralized coin and try it.
3. But if all projects join meme, then the future of web3 is worrying. It will become a playground for dealers and a meat grinder for retail investors. Although many projects in the currency circle currently feel like space, their values are still based on application and innovation, but meme is really air.
4. Although we have been cut by VC and project parties, there are indeed many innovative applications emerging, such as uni, opensea, and pendle. If all project parties pursue meme, then the currency circle has no future and no chance to enter the public eye. In the future, you may make money as long as you have money, just issue a coin and keep pulling it.
5. You don’t think that meme coins don’t cut people, in fact, all projects cut people, but we are tired of the so-called high-valued cutting of value coins. In my eyes, except for BTC and ETH, any other project party is a sickle.
#价值币
#价值投资
Personal feelings:
Many people say that there will be no alt season, only meme and AI. They do not oppose the rise of meme, but meme is definitely not the future. The thoughts are as follows:
1. The essence of the alt season is that after the market value space of BTC and ETH is opened up after the rise, liquidity is overflowing, emotional bubbles, and the dealers take the opportunity to pull the market and sell to make money. The multi-dimensional effect, first, the market value space is opened up after ETH is pulled up. If ETH reaches 2 trillion, then as an ETH ecosystem, reaching 200 billion is not a high valuation, right? In addition, the bull market leverage and the influx of foreign funds make the funds sufficient, which brings convenience to the dealer's pull, and it is easy to form a joint force to jointly hit the valuation very high. It is not a lie to change beliefs with a positive line.
2. What is the essence of meme? It is the harvest of the dealer, or the linkage of multiple dealers. No one really thinks that decentralization can pull the market. Pulling the market is a professional job. It is not enough to have funds. It requires the cooperation of the project party, media resources, and market makers. Otherwise, you can just issue a decentralized coin and try it.
3. But if all projects join meme, then the future of web3 is worrying. It will become a playground for dealers and a meat grinder for retail investors. Although many projects in the currency circle currently feel like space, their values are still based on application and innovation, but meme is really air.
4. Although we have been cut by VC and project parties, there are indeed many innovative applications emerging, such as uni, opensea, and pendle. If all project parties pursue meme, then the currency circle has no future and no chance to enter the public eye. In the future, you may make money as long as you have money, just issue a coin and keep pulling it.
5. You don’t think that meme coins don’t cut people, in fact, all projects cut people, but we are tired of the so-called high-valued cutting of value coins. In my eyes, except for BTC and ETH, any other project party is a sickle.
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Buffett said, "If you buy all the gold in the world, what you get is just a metal cube with sides of 67 feet; it doesn't lay eggs, it doesn't bear fruit, and you even have to pay storage fees."
Munger joked, "If the end of the world comes, gold is less useful than a bottle of Coke." Buying gold is betting that others will be more afraid, rather than your own ability to generate returns, a typical zero-sum game. #价值投资 #黄金价格 $BTC
Munger joked, "If the end of the world comes, gold is less useful than a bottle of Coke." Buying gold is betting that others will be more afraid, rather than your own ability to generate returns, a typical zero-sum game. #价值投资 #黄金价格 $BTC
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#价值投资 #趋势投资 #周期投资
Investment is not necessarily limited to (fundamental) value investment. Different personal risk preferences and capital size have different investment/speculation styles and trading styles. I think it’s good to find the one that suits you and can be controlled🤔
For example, the MEME craze is obviously driven by emotions and reflects the value of the community. The steeper the cliff, the more skills and luck are needed. Those who can climb to the top will have unlimited scenery, but the risks and pitfalls are also greater.
Inscriptions, a mixture of technical value, emotional value, and community value, the new narrative brings new excitement and expectations. The pioneers who saw the development trend early and ambushed in advance must have gained a lot.
The VeChain #VET #VTHO dual-token economic model public chain platform and project is a model of industry-driven, industry-driven, technology-driven, and social value-driven. The vision is more about sustainable development... Industry applications and commercial implementation will also continue to accumulate energy, from quantitative change to qualitative change, and feed back to the VeChain ecosystem, and the future is promising🦄
Following the trend and cycle of major technological changes, the roc will rise with the wind and soar to 90,000 miles🦅
$VET $VTHO
Investment is not necessarily limited to (fundamental) value investment. Different personal risk preferences and capital size have different investment/speculation styles and trading styles. I think it’s good to find the one that suits you and can be controlled🤔
For example, the MEME craze is obviously driven by emotions and reflects the value of the community. The steeper the cliff, the more skills and luck are needed. Those who can climb to the top will have unlimited scenery, but the risks and pitfalls are also greater.
Inscriptions, a mixture of technical value, emotional value, and community value, the new narrative brings new excitement and expectations. The pioneers who saw the development trend early and ambushed in advance must have gained a lot.
The VeChain #VET #VTHO dual-token economic model public chain platform and project is a model of industry-driven, industry-driven, technology-driven, and social value-driven. The vision is more about sustainable development... Industry applications and commercial implementation will also continue to accumulate energy, from quantitative change to qualitative change, and feed back to the VeChain ecosystem, and the future is promising🦄
Following the trend and cycle of major technological changes, the roc will rise with the wind and soar to 90,000 miles🦅
$VET $VTHO
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BTC cannot fall below the shutdown price of 32,000?
BTC belongs to POW. Through dedicated mining machines, powered on and running, you can get BTC rewards by paying computing power.
Therefore, BTC has a cost, which is commonly known as the “shutdown price”.
Shutdown price = (unit electricity cost/H in the area where the mining machine is located multiplied by 24 hours) divided by the number of BTC obtained in 24 hours
at present
The “shutdown price” in low-electricity areas is around 32,000;
The "shutdown price" in areas with high electricity prices is around 55,000.
Some people think that because of the existence of the “shutdown price”, BTC will not fall below this price;
This is an illusion. In the past, BTC has fallen below the shutdown price.
Therefore, BTC has a cost, which is commonly known as the “shutdown price”.
Shutdown price = (unit electricity cost/H in the area where the mining machine is located multiplied by 24 hours) divided by the number of BTC obtained in 24 hours
at present
The “shutdown price” in low-electricity areas is around 32,000;
The "shutdown price" in areas with high electricity prices is around 55,000.
Some people think that because of the existence of the “shutdown price”, BTC will not fall below this price;
This is an illusion. In the past, BTC has fallen below the shutdown price.
See original
#价值投资 #趋势投资 #周期投资
Investment is not necessarily limited to (fundamental) value investment. Different personal risk preferences and capital sizes have different investment/speculation styles and trading styles. I think it’s good to find the one that suits you and can be controlled🤔
For example, the MEME craze is obviously driven by emotions and reflects the value of the community. The steeper the cliff, the more skills and luck are needed. Those who can climb to the top will have unlimited scenery, but the risks and pitfalls are also greater.
Inscriptions, a mixture of technical value, emotional value, and community value, the new narrative brings new excitement and expectations. The pioneers who saw the development trend early and ambushed in advance must have gained a lot.
The VeChain #VET #VTHO dual-token economic model public chain platform and project is a model of industry-driven, industry-driven, technology-driven, and social value-driven. The vision is more about sustainable development... Industry applications and commercial implementation will also continue to accumulate energy, from quantitative change to qualitative change, and feed back to the VeChain ecosystem, and the future is promising🦄
Following the trend and cycle of major technological changes, the roc will rise with the wind and soar to 90,000 miles🦅
$VET $VTHO
Investment is not necessarily limited to (fundamental) value investment. Different personal risk preferences and capital sizes have different investment/speculation styles and trading styles. I think it’s good to find the one that suits you and can be controlled🤔
For example, the MEME craze is obviously driven by emotions and reflects the value of the community. The steeper the cliff, the more skills and luck are needed. Those who can climb to the top will have unlimited scenery, but the risks and pitfalls are also greater.
Inscriptions, a mixture of technical value, emotional value, and community value, the new narrative brings new excitement and expectations. The pioneers who saw the development trend early and ambushed in advance must have gained a lot.
The VeChain #VET #VTHO dual-token economic model public chain platform and project is a model of industry-driven, industry-driven, technology-driven, and social value-driven. The vision is more about sustainable development... Industry applications and commercial implementation will also continue to accumulate energy, from quantitative change to qualitative change, and feed back to the VeChain ecosystem, and the future is promising🦄
Following the trend and cycle of major technological changes, the roc will rise with the wind and soar to 90,000 miles🦅
$VET $VTHO
See original
To all the old veterans who have fallen behind:
Opportunities are right in front of you!
Bitcoin's super ecosystem Little Beat #beat has an average daily turnover rate of 497, continuously topping the hot list, and represents the true return of value in the crypto field!
1 person, 1 machine, 1 account, the strong consensus of the Renaissance community with over 2900 real holding addresses, is the strongest moat in the crypto world, worth possessing by everyone!
#beat #BTC #meme #BRC20 #BitcoinSuperEcosystem #NewFavoriteInscription #价值投资
Opportunities are right in front of you!
Bitcoin's super ecosystem Little Beat #beat has an average daily turnover rate of 497, continuously topping the hot list, and represents the true return of value in the crypto field!
1 person, 1 machine, 1 account, the strong consensus of the Renaissance community with over 2900 real holding addresses, is the strongest moat in the crypto world, worth possessing by everyone!
#beat #BTC #meme #BRC20 #BitcoinSuperEcosystem #NewFavoriteInscription #价值投资
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🍎🍎🍎 Blockchain is not a tool but a new world rule, the BRC20 standard reshapes the Bitcoin ecological landscape.
🍎🍎🍎#beat inscriptions are contracts in code, building a borderless financial system with mathematics. Each token is a mark on the chain, with data being transparent and immutable, allowing grassroots and capital to start on the same starting line. Seize the eve of the Bitcoin ecological explosion, #beat is stirring up a value storm in the cryptocurrency world! #brc20 #btc #future of cryptocurrency #价值投资
🍎🍎🍎#beat inscriptions are contracts in code, building a borderless financial system with mathematics. Each token is a mark on the chain, with data being transparent and immutable, allowing grassroots and capital to start on the same starting line. Seize the eve of the Bitcoin ecological explosion, #beat is stirring up a value storm in the cryptocurrency world! #brc20 #btc #future of cryptocurrency #价值投资
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To all the old investors who missed out:
Opportunity is right in front of you!
Bitcoin Super Ecology Little Beat #beat has an average daily turnover rate of 497, consistently topping the popular charts, representing a true return of value in the crypto space!
1 person, 1 device, 1 account, the strong consensus of the revival community with over 2900 real holding addresses, is the strongest moat in the crypto world, and it’s worth having for everyone!
#beat #BTC #meme #BRC20 #BitcoinSuperEcology #NewFavoriteInscription #价值投资
Opportunity is right in front of you!
Bitcoin Super Ecology Little Beat #beat has an average daily turnover rate of 497, consistently topping the popular charts, representing a true return of value in the crypto space!
1 person, 1 device, 1 account, the strong consensus of the revival community with over 2900 real holding addresses, is the strongest moat in the crypto world, and it’s worth having for everyone!
#beat #BTC #meme #BRC20 #BitcoinSuperEcology #NewFavoriteInscription #价值投资
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The cow is still here,
The next one to outpace Bitcoin will definitely be the super ecosystem of Bitcoin, Little Bit #beat.
The power of consensus is beyond imagination!
Brothers, the next main narrative must be fair and just Meme; from retail investors to financial freedom, it just takes a ten-thousand-fold coin. Little Bit #beat is worth having for everyone!
#beat #BTC #meme #BRC-20
#BTC Super Ecosystem #价值投资
The next one to outpace Bitcoin will definitely be the super ecosystem of Bitcoin, Little Bit #beat.
The power of consensus is beyond imagination!
Brothers, the next main narrative must be fair and just Meme; from retail investors to financial freedom, it just takes a ten-thousand-fold coin. Little Bit #beat is worth having for everyone!
#beat #BTC #meme #BRC-20
#BTC Super Ecosystem #价值投资
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How to interpret "value investment" and the relationship between "value investment" and valuation.
How to interpret "value investment" and the relationship between "value investment" and valuation.
This view is shared by a big shot and is not original, but I personally agree with the core idea.
1. What exactly is value investing? / What is the definition of value investing in our minds?
Who do we mean in the question? CFA charterholders, professional investors, or even Wall Street, if you will.
First of all, the concept of value investing was defined and interpreted by CFA. And the person who proposed this concept was not Buffett, but Benjamin Graham, the founder of CFA and the author of "Security Analysis", who first proposed the standard of value investing.
This view is shared by a big shot and is not original, but I personally agree with the core idea.
1. What exactly is value investing? / What is the definition of value investing in our minds?
Who do we mean in the question? CFA charterholders, professional investors, or even Wall Street, if you will.
First of all, the concept of value investing was defined and interpreted by CFA. And the person who proposed this concept was not Buffett, but Benjamin Graham, the founder of CFA and the author of "Security Analysis", who first proposed the standard of value investing.
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