比特幣鐵粉Jeffery Wernick迴應熊市:市場有自己的訊號,信心以金錢表達,言論皆噪音
針對近期市場持續下跌,9月12日午間,以太坊創始人Vitalik在Twitter迴應媒體錯誤解讀自己市場悲觀的態度的言論。
他表示自己發言“加密數字貨幣市場沒有1000倍的增長空間”被媒體誤讀為“Vitalik對市場悲觀”的訊號,他表示加密數字貨幣市場有增長空間,但沒有1000倍那麼大的增長空間,此後市場增長要更加偏重於深度,而非吸引大眾注意力。
Vitalik的twitter賬戶名稱,也顯示為“Vitalik Non-giver Ether”,即Vitalik從未放棄以太坊。
Vitalik的twitter截圖
看到Vitalik發聲,比特幣早期投資人、芝加哥大學經濟學與金融學博士、資深天使投資人Jeffery Wernick在火星財經國際群對眼下市場做了一番點評,他有如下幾個觀點。
1.市場有自己的訊號,信心以金錢表達,言論只是噪音。
2.如果專案方對自己有信心,應該設定token要約贖回機制。
3.大部分token是垃圾,專案被過分誇大和宣傳。
4.數字貨幣 市場無法有效自動矯正,矯正的真正力量在於專案方。
5.區塊鏈 專案首要任務在於和市場進行資訊溝通,以幫助和引導專案自身估值。
Jeffery Wernick在火星財經國際群發聲
Jeffery曾在多個場合包括今天表示,自己對比特幣自始至終持樂觀態度。
他認為,大多數token都是垃圾,token估值應該用更嚴謹的思路。如果人們,創始人、戰略投資者、內部工作者,都相信自己的token是便宜的,他們應當做一個要約贖回,許多ICO使用ETH作為儲備貨幣,目前他們的儲備正在大幅減少。
比特幣市場佔比已經從40%以下上升到了支配地位的58%,我認為Vitalik作出了有效的宣告,但問題是,市場上每個人都在談論炒作且廢話連篇。這麼多的宣傳簡直太誇張了!而相對的,一個誠實而現實的評論則會顯得悲觀,誇張並不代表樂觀,而是廢話。
當專案發起人、創辦者、內部工員,並未對他們的Token做出有效贖回,為什麼依舊對區塊鏈專案如此樂觀?當專案內部人員對自己的專案表現出真實自信時,或許市場也會跟隨。
那麼他們顯然沒有為社群帶來一絲一毫的益處,只考慮到他們自己。無效治理,缺乏披露,缺乏透明度,垃圾幣,重新定價的風險。讓市場自動矯只是缺乏實質內容的口號而已,聽起來更像是一廂情願的思考,真正的問題在於市場,而不是專案。
市場有自己的訊號,信心以金錢表達。而不是言論,言論只是噪音。如果數字貨幣市場的未來的價值,請用除了漂亮字眼之外的行動來證實它,因為人們已不再相信花言巧語。
專案之首要任務在於和市場進行資訊溝通,以幫助和引導專案自身估值。我從未透露過市場價值缺乏,但不幸的是市場存在太多無效資訊和過度炒作。
面對競爭和生存危機的產業,要明確地去創造價值,除非他們的存在是政府授權的壟斷。
以下為Jeffery英文回覆原文,由火星財經整理,未經本人確認。
Most tokens are shitcoins. More serious thought needs to be applied to the valuation, If people. Founders. Strategic investors. Insiders in projects. Believed their own token was cheap. They would do a tender offer and redeem. Many ICOs used ETH as reserve currency, Significant dwindling of reserves,Bitcoin market dominance now about 58%,After having been under 40%,I think Vitalik made a valid statement,The problem is that in a market where everyone talks in terms of hype and bullshit. So much hyperbole. So much propaganda. An honest and realistic comment appears pessimistic, Hyperbole is not optimistic. It is bullshit, I remain optimistic regarding Bitcoin,
Why be optimistic regarding Blockchain projects when the sponsors, founders, insiders. Are not doing significant redemption of their own tokens?When the insiders of projects show tangible confidence in their own projects. Maybe the market will follow.
Then they clearly do not give a shit about the community, Only themselves. Bad governance, lack of disclosure, absence of transparency, shitcoins,Repricing of risk,Market correction are words devoid of content, Sounds like wishful thinking, The problem is the market. Not the projects.
You ignore market signaling, Confidence is expressed in money. Not words, Words are just noise. If there is future value. Demonstrate it, not with pretty words,People are not believing the words anymore, It is the job of the projects to communicate information to the markets to help guide valuation, and I never said there is an absence of value.
Unfortunately there is an abundance of bullshit and hype. Industries that face competition and survive. Clearly create value. Unless their existence is a government mandated monopoly.
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