投资中的自我蜕变

币界网Published on 2024-08-14Last updated on 2024-08-14

币界网报道:

我们一位读者在留言中问了下面这样一个问题。因为原问题很长,所以我把它分成了两段以便于我们一起学习:

最近了解到一种心理学效应“证实性偏差”,就是在判断一件事情上,多数人不自知地寻找有利于自己想要的因素去佐证,而忽略客观事实。

投资中该如何从外部因素克服避免自己陷入这种情况?有哪些办法:例如找和自己唱反调的,或者具体自我怎么蜕变?

这个问题很深刻、很尖锐。

承蒙读者的信任能向我提出这样的问题,实在是太高看我了。我虽然回答不了这样的问题,但很愿意分享这方面的一点感受。

首先我觉得这种“证实性偏差”恐怕是我们固有的人性,是绝大多数投资者在小白阶段就一定会碰到的。

但是接下来,在进阶的过程中至少会出现两个分叉点:

第一个:自己能不能认识到自己已经陷入了“证实性偏差”?

第二个:自己能认识到,但能不能克服或者至少抑制这种“证实性偏差”,最终实现自我蜕变?

这两个分叉点能不能跨过去就决定这个投资者的段位能不能提升乃至脱颖而出。这两个分叉点任何一个跨不过去都谈不上自我蜕变。

我们先看第一点,我们能不能认识到自己已经陷入了“证实性偏差”。

先看一个我们所有人都熟悉的例子吧:

我们是怎么接受比特币的?

我相信绝大多数读者恐怕都和我一样,在第一次听说比特币的时候,一定认为它是“传销”、“扯淡”和“诈骗”的。

原因很简单:一个没有任何“价值”,没有任何“信用”的东西能卖钱,那不是诈骗是什么?

当我们这样判断的时候,我们的思维过程一定是用我们已有的知识和已建立的认知去判断的。

但那时的我们一定没有做一件事:那就是认真地到网上去找资料,去看比特币到底是什么,去一字一句地读比特币的白皮书!

接下来我们又经历了什么呢?

我自己的经历是首先被加密资产给“涨服”了。

我这个人虽然不会轻易地因为价格的高低而马上转变认知,但这种暴涨确实挑动了我一丝残存的好奇心,我想去看看它到底是什么。这就导致我接下来去读了比特币的白皮书和比特币的源代码,以及以太坊的一系列资料。

在学习过这些资料之后,我的认知开始发生了巨变-------我意识到我犯傻了,比特币绝不是传销,更不是诈骗。

现在回想起来,是什么东西让我在认知比特币的过程中跨过第一个分叉点的呢?

我觉得是那么一点点好奇心寻找事物原本的动作,或者更简单地说是好奇求证这两样关键的东西。

在这里,我特别想强调,求证是指找到第一手资料和事实真相,而不是道听途说,人云亦云。

此外,我还觉得在这个过程中,如果我仅仅是因为“涨服”就发生改变,那我顶多只会把比特币看作是一个投机品,而不会有后面求证的过程。如果没有后面的求证过程,我就不会对它有坚定的信仰和持有的决心,也就不可能在低谷时仍然坚定地看好,在暴跌时依旧毫不动摇。

所以这里的“涨服”只是一个契机,而不是我跨越第一个分叉点的关键。

我们再看第二个分叉点:当自己能认识到出现“证实性偏差”后,能不能克服或者至少抑制这种“证实性偏差”,最终实现自我蜕变?

其实就算认识到自己出现“证实性偏差”后,很多人包括我自己在内依旧会很痛苦。因为那时的我们已经开始在脑海中出现了“叛逆”的认知。

这可是不得了的事情,因为它太容易让人后怕。

从持有这种认知的人来说,他会非常孤独,根本无法与周围的人交流,哪怕是他最亲近的人,都无法理解他甚至包容他。

而且一旦这些“叛逆”的想法不小心说出口,往大了说可以无限上纲,就算往小说那也是离经叛道。

在真实的社会中这样的人有几个活的舒畅的?

所以我们只能默默地把这些想法憋在肚子里,所有的痛苦自己一个人抗,所有的疑问自己解决和求索。

很多人无法承受这种孤独和痛苦从而退却了。毕竟对绝大多数人而言,随着“羊群效应”跟着大多数人一起,在心理上是最舒适、最安慰、最安全的。

做个“叛逆者”太难受了。

另外,就这种“叛逆”想法本身来说,它对我们自我认知的挑战也是非常大的,而且它的风险也极高。

因为我们虽然知道它根本不像大众理解的那样,但我们也会觉得它多少有违我们自己的认知,甚至挑战我们的“常识”。

在这种情况下,更不要谈对它未来的信仰了,而且实际上它未来失败的机率就是非常高。

这个时候,我认为包容和勇敢的心态就显得非常重要。

包容能让我们至少不排斥“异端邪说”,接下来的勇敢能让我们有胆量接触“异端邪说”-----这种勇敢也用不着所谓的“大无畏”,只要我们胆子稍稍大到敢迈出一步脚、伸出一只手,去接近它,去触摸它。

能做到上面这些,再接下来,后面的障碍就小多了。

回顾我自己的经历,我的做法很简单:我就拿出一部分我能完全承受损失的资金去搏一把。

而且既然是搏,我就一定不会只图鸡毛蒜皮的芝麻小利,一定期望它变成星辰大海。所以我绝不会因为它涨了20%甚至翻了一倍就狂喜不已,我愿意等它从丑小鸭变成白天鹅,哪怕在这个过程中它归零。

归零就归零,我再找下一个机会。

我相信改变命运的机会一定是靠时间和耐心熬出来的。

所以,我觉得跨过第二个分叉点的关键在于:

习惯孤独和不被理解

尽量锻炼自己包容和勇敢的心态

拿出自己能够承受的损失去搏一把

上面这些就是我对这个问题的个人浅见和一些不成熟的想法,它们仅仅只是我有限经历中的一些回顾和片段。

我认为投资不是一件事,而是一个过程。而这个过程不仅是一个人财富变化的过程,更是一个人修为变化的过程。

希望我们所有的读者都能在这个过程中提升自己、升华自己。

Related Reads

When Billions Begin to Operate Everything by Voice, How Far is ‘All Assets on Chain’?

In June 2026, WeChat began a limited rollout of "Xiaowei," its native AI assistant. This move is more than an upgrade to a smarter chatbot; it signals a crucial step from "universal internet access" toward the broader vision of "full asset tokenization." Xiaowei, powered primarily by WeChat's in-house WeLM model, demonstrates four key capabilities: 1) direct voice/web chat control of app functions, 2) automated access to mini-programs for services, 3) instant comprehension and summarization of complex documents like PDFs, and 4) generating functional mini-program prototypes from simple natural language requests. This represents a fundamental shift from GUI (Graphical User Interface) to LUI (Language User Interface), eliminating friction in human-digital interaction. The rollout is pivotal because it brings AI Agents to China's massive user base with zero friction—no new app downloads or accounts needed. This "seamless access" mirrors past platform revolutions like the App Store or WeChat Mini-Programs, potentially unlocking a global AI Agent market projected to grow from $7.92 billion in 2025 to nearly $295 billion by 2035. The article argues that China's internet evolution has moved from "connecting everyone" to "putting all services online." The next phase is "tokenizing all assets"—a concept broader than just Real World Assets (RWA) like real estate. It encompasses tokenizing personal assets like social influence, attention, and credit history. RWA tokenization itself is forecast to explode from $35 billion in 2025 to over $500 billion in 2026. The convergence of ubiquitous AI Agents and rapidly tokenizing assets points to a future paradigm for wealth management. Your AI Agent could autonomously manage a globally diversified, tokenized portfolio based on your preferences. Initiatives like EXIO Group's full-stack RWA services aim to lower investment barriers, paralleling WeChat's democratization of AI access. In conclusion, the launch of Xiaowei is not merely a technical upgrade but a historic inflection point. It marks AI Agents' transition from niche tools to essential utilities and accelerates the movement toward a future where voice commands seamlessly interact with tokenized value, redefining humanity's relationship with the digital and financial worlds.

marsbit6m ago

When Billions Begin to Operate Everything by Voice, How Far is ‘All Assets on Chain’?

marsbit6m ago

SoftBank CEO Masayoshi Son's New Trillion-Dollar "Gamble"

SoftBank founder Masayoshi Son is embroiled in a new trillion-dollar "bet" on Physical AI and humanoid robotics, even as his massive wager on OpenAI faces uncertainty ahead of its potential IPO. Recent reports reveal OpenAI's steep losses—$85 billion net loss by Q1 2026 and a $38.5 billion loss in 2025—casting doubt on its path to a trillion-dollar valuation. SoftBank, OpenAI's second-largest external shareholder with a planned 13% stake, stands to gain hugely if OpenAI succeeds. Undeterred, Son is already pushing forward with his next ambitious venture: consolidating SoftBank's AI and robotics assets into a new U.S.-based company named "Roze," targeting a $100 billion IPO as early as late 2026. This move aligns with his belief that Physical AI, merging AI cognition with robotic physical execution, is the next trillion-dollar frontier. Son's confidence stems from recent AI wins; SoftBank's stock surged and he briefly regained the title of Asia's richest person, largely due to OpenAI's soaring valuation. However, his aggressive strategy has raised internal concerns about over-reliance on OpenAI and strained finances. With competitors like Anthropic advancing rapidly and OpenAI's IPO timing uncertain, Son is racing to capitalize on the AI boom. His long-term vision for Physical AI includes a decade of investments in robotics, from Boston Dynamics to recent acquisitions like ABB's robotics unit, and a planned $1 trillion investment in U.S.-based AI robotics industrial parks. Yet, challenges remain: humanoid robotics firms like Figure AI lack the clear revenue paths of AI software companies, and Roze's lofty valuation faces skepticism. For Son, these bets are also driven by an unfulfilled promise of massive returns to key investors like Saudi Arabia's PIF. Despite risks, he continues to double down, betting that the fusion of AI and physical machines will define the next technological era.

marsbit13m ago

SoftBank CEO Masayoshi Son's New Trillion-Dollar "Gamble"

marsbit13m ago

Trading

Spot
Futures
活动图片