$ZEC 冲击 1000,是幻觉的自我实现? 先看看上个月的幻觉都实现了吗?上个月中写的《牛市幻觉:末日战车$ZEC 这次不一样?》里面提到我的“这次不一样的幻觉”分别是: 1/ 隐私不是伪命题,在这世道下更重要了 2/ 加密是一个反脆弱系统,找到新的平衡 3/ 密码朋克精神回归,流动性可能回归(不确定 现在看来,除了流动性回归打脸之外,幻觉都开始实现一一或有实现的迹象了。如果有$ZEC冲1000这个剧本的话,现在一波需要新的幻觉就是“中西方加密合力”。 偶尔重读一下自己的文章,防止自己年纪大记性不好忘记: 「 而叙事上,这个圈子总在轮回: 1️⃣ VC 作恶后,散户寻找“公平 Meme”; 2️⃣ Meme 不再公平、连“卷”都被垄断; 3️⃣ 于是散户又开始寻找“被低估的 VC 币”。 资金总是寻找新的“公平叙事”,这是人性。 也许这次,对加密世界现状不满的人民,会重新回到密码朋克的原点。 一个反脆弱的系统,越混乱,总会找到平衡,让系统更加稳固。 与此同时,硅谷知名的投资人、无数人的精神导师 Naval 给出了新的坐标起点: “Bitcoin is insurance against fiat. Zcash is insurance against Bitcoin.” 他把 $ZEC 定位为:不是简单的“山寨”或“跟风代币”,而可能是在“金融监控时代”下,比特币之外、对抗监控资本流动的“保险”选项。 」
牛市幻觉:末日战车 $ZEC 这次不一样?【小毛哥的韭菜日记】2025/10/19
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