The past three years have basically been a bull market for investors, and many people have achieved good results. But in fact, among the four elements of investment research, technology, capital, and manpower, the most important is investment research. The premise of investment research is judgment. Today, I will use the research report of Breaststroke to talk about why we should improve our ecological niche.
1. What you see is what you want to see
1. On the surface, the information in this industry seems to be becoming more and more transparent, but in fact, what we see is often what the project party wants us to see. We must learn to look at problems from the essence and source of things. There are people behind all projects, so the most important thing is to grasp people.
2. The most important thing in project research is to demystify the so-called high-end projects, otherwise we are easily confused by various numbers. When you see a project with 20 million US dollars in financing, various VC platforms and exchanges investing, researchers generally think that this is a good project, but how do you know whether the financing is real, because it is difficult to disprove it, and most of the public information you can see is the PR draft of the operation team.
3. In addition to obtaining information from the public market, real investment research capabilities also include using circles and resources to find out who organized the project, whether the founding team has a dark history, and what projects they have done. In addition to the project itself, many times looking at the organizers behind the scenes can better understand how the project will develop.
2. Why is the ecological niche so important?
1. The essence of the financial industry is a game of information asymmetry, which is wrapped in a gorgeous coat. The information transmission process is from specific projects to institutions to exchanges to markets. So our direction should be how to get closer to the information source. The closer we are, the higher our investment success rate will be, and the difficulty of investment research on projects will be reduced.
2. In the past two years, I have seen many of my friends who have invested millions or even tens of millions in some projects lose money because they were deceived by the superficial packaging of the projects. The reason behind this is that although they made money in the past, the channels and methods for obtaining information are still the same as in the past. Once the market becomes a stock market, you will be easily harvested. And the amount of chips you bring into each game is much more than in the past, so once you step into the trap, it will be a relatively large amount of trap.
3. How can we improve?
1. Self-reliance leads to everything: If we want to break out of our circle and improve our ecological niche, the premise is that we must first look inward, find our own strengths and interests, accumulate these abilities into our core strengths, and strive to be in the top 1% of your niche. This is the foundation of everything.
2. Global Vision: I have met many smart people who seem to have a clear understanding of the people and things around them, but why they have not been successful continuously? In fact, the lack of global vision is a very important reason. Only by understanding the overall situation can we make better use of the local situation. The encryption industry is a global industry, so we cannot only look at the environment we are in to develop. We must analyze the policies and trends of each country in the world, where talents are concentrated, and where talents are continuously flowing in. If we want to take advantage of the situation, we must strive to get into this environment, because people are the product of the environment.
3. High-quality circles: What influences the development of each of us is genes and environment. We cannot decide genes, but we can choose the environment. This environment is physical, and the people we can contact are limited, so we must strive for a high-quality circle in the most trending environment. With this potential energy, our personal efforts will be meaningful and we can get twice the result with half the effort. Whether it is the environment or the circle, the impact on us is long-term. We cannot underestimate the power of the word "long-term". Once anything accumulates over the years, the gap between people will be huge.