Обращение к тем, кто все еще держится в Crypto: Страшнее медвежьего рынка — коллективное молчание

marsbitPublished on 2026-06-05Last updated on 2026-06-05

Abstract

Для тех, кто остается в Crypto: коллективное молчание страшнее медвежьего рынка Если вы хотите продолжать работать в криптоиндустрии, важно понимать: 1) История циклов показывает, что отрасль часто оказывается на грани краха перед возрождением. Падения на 70-90% с последующим V-образным восстановлением — это норма. Высокая волатильность — основа отрасли, но также и её невероятная жизнестойкость. 2) Централизованные биржи (CEX) — не спасители криптоиндустрии. Их бизнес — сбор комиссий, независимо от того, чем торгуют на их платформах. 3) Хотя в текущем цикле много венчурных "скам"-проектов, именно масштабные нарративы (как DeFi в 2020, NFT в 2022 или надписи в 2023) выводят индустрию из спада. Инновационные идеи необходимы для роста. 4) Шум на Crypto Twitter в основном отражает плохую ситуацию на рынке. Однако, если индустрия действительно рухнет, пострадают все. 5) Страшно не то, что некоторые OG ушли в тень, а то, что многие сейчас молчат. Такое молчание ведет к "вытеснению хороших участников плохими" и подрывает консенсус, что смертельно для отрасли.

Автор: haotian

Если хочешь и дальше зарабатывать в Crypto, тебе нужно усвоить следующие истины:

1) Оглядываясь на прошлые циклы, видно, что криптоиндустрия почти в каждом из них переживала состояние на грани смерти, прежде чем возродиться. Падение на 90%, 80%, 70% с последующим V-образным взлетом — это норма. Высокая волатильность — это основа индустрии, но не забывай, что невероятная жизнестойкость — тоже ее черта. Она не умирает.

2) Централизованные биржи (CEX) никогда не были спасителями криптоиндустрии. В некотором смысле они даже не принадлежат к ней. Заработок на комиссиях с торговой платформы — это вечная история. А что именно торгуется на платформе — основные криптовалюты, мем-коины, фьючерсы на американские акции, нефть, драгоценные металлы — не имеет значения.

3) В повествовании об инновациях на блокчейне в этом цикле действительно присутствует множество «скам-проектов» от венчурных капиталистов (VC), но вывести криптоиндустрию из упадка в итоге смогут только масштабные нарративы. Как DeFi в 20-м году, NFT в 22-м, инскрипшены в 23-м, AI Agent в 24-м. Продолжительность и масштабность нарратива определяют «толщину» бычьего рынка и сложность восстановления после лопнувшего пузыря. Но криптоиндустрия без «инновационных нарративов» действительно не может.

4) На Crypto Twitter (CT) бушует множество голосов: кто-то в фомо, кто-то резко критикует, кто-то вступает в конфликты. В конечном счете, все это — проявления плохой конъюнктуры на вторичном рынке. Посмотри, развлекись, и хватит. Если действительно наступит день стремительного упадка криптоиндустрии, никто не останется в стороне. Повторю еще раз: уважаемые «трейдеры американских акций», пожалуйста, помните, с чего вы начинали.

5) Те, кто уже получил выгоду, или ранние OG, — кто-то из них ушел в тень, кто-то отошел на второй план и творит зло, а кто-то продолжает упорно держаться и проповедовать. Это не так страшно. Гораздо страшнее, что большинство выбрало «молчание». Цена молчания неизбежно приведет к дальнейшему развитию ситуации, когда «плохие деньги вытесняют хорошие». Именно это наносит самый сокрушительный удар по «консенсусу» в индустрии.

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