Thủ phạm thực sự vụ sụp đổ Luna, thị trường gấu, nỗi lo AI…

比推Published on 2026-02-25Last updated on 2026-02-25

Abstract

Trong 24 giờ qua, cộng đồng tiền điện tử tập trung thảo luận ba chủ đề chính: 1. Jane Street bị coi là thủ phạm gây ra sự sụp đổ của Luna và thị trường gấu 2022 - Nhiều ý kiến cho rằng Terraform Labs vốn là mô hình Ponzi, việc đổ lỗi cho Jane Street là sai lầm - Các nhà tạo lập thị trường chỉ phát hiện điểm yếu cấu trúc của Terra thay vì gây ra sự sụp đổ - Stablecoin algorithm như UST có thiết kế dễ tổn thương, và Jane Street giỏi toán hơn đa số 2. Thị trường gấu kéo dài - Các chuyên gia khuyến nghị nên ưu tiên bảo toàn vốn thay vì tìm kiếm lợi nhuận - Chiến lược đầu tư dài hạn và không all-in được khuyến khích 3. Lo ngại về AI - Các cuộc thảo luận tập trung vào tác động của trí tuệ nhân tạo đến tương lai của nhân loại - Nhiều ý kiến thể hiện sự hoài nghi về khả năng kiểm soát và phát triển của AI Bài viết lưu ý đây đều là quan điểm cá nhân từ nền tảng X và không phải lời khuyên đầu tư.

Xin chào các bạn đọc thân mến~

Trong 24 giờ qua, các KOL trong làng crypto đã thảo luận những gì?

Lưu ý: Nội dung dưới đây được tổng hợp từ nền tảng X, đều là quan điểm cá nhân, không đại diện cho lập trường của nền tảng này và càng không phải là lời khuyên đầu tư.

"Thủ phạm đằng sau thị trường crypto gấu năm 2022 là Jane Street"


Bình luận nổi bật:

Về bản chất, Terraform là một mô hình Ponzi, sớm muộn gì cũng sụp đổ. Đổ lỗi cho Jane Street hay bất kỳ ai khác là ngu ngốc. Ví dụ, ngay cả khi tôi bán khống Bernard Madoff và khiến ông ta phá sản, thì đó cũng không phải là lỗi của tôi;

Nhà tạo lập thị trường không phá hỏng mọi thứ, họ chỉ phát hiện ra các lỗ hổng cấu trúc và đi trước một bước. Nếu Terra có thể bị mất neo do các giao dịch có chiến lược, thì đó chỉ là thiết kế lỗi, không phải là tội phạm. Vấn đề thực sự nằm ở kênh thông tin nội bộ (cuộc trò chuyện "bí mật" với thực tập sinh của Terraform). Các stablecoin thuật toán neo không chắc chắn giống như một bài kiểm tra áp lực có thể bùng nổ bất cứ lúc nào, Jane Street chỉ giỏi toán hơn hầu hết mọi người mà thôi;

Lúc đó những người mua đáy Luna thật là thảm, giá Luna gần đuổi kịp shiba;

Không có quy định, tha hồ cắt lỗ retail, có tiền tôi cũng muốn làm庄 (zhuāng - nhà cái);

"Mùa đông dài"

Bình luận nổi bật:

Trong thời kỳ thắt lưng buộc bụng, mục tiêu chính của mọi người không nên là kiếm tiền trên thị trường, mà nên chuyển thành cách giữ gìn tài sản của mình trong giai đoạn này, chỉ cần sống sót, chỉ cần tồn tại, chắc chắn sẽ có một khởi đầu mới

Không làm kẻ đầu cơ, trước khi quyết định xây dựng vị thế phải chuẩn bị tâm lý coi các mã liên quan như một khoản đầu tư trung và dài hạn, no all in, no all out (không all in, không all out)

Nỗi lo AI

Liên kết bài gốc:https://www.bitpush.news/articles/7614246

Related Questions

QThủ phạm thực sự đằng sau sự sụp đổ của Luna là ai?

AMột số KOL tiền mã hóa cho rằng Jane Street - công ty tạo lập thị trường - là thủ phạm gây ra sự sụp đổ của Luna bằng cách khai thác điểm yếu cấu trúc và sử dụng thông tin nội bộ. Tuy nhiên, nhiều ý kiến khác cho rằng Terraform vốn là mô hình Ponzi và sẽ sụp đổ sớm hay muộn.

QTại sao Terraform Labs bị coi là mô hình Ponzi?

ATerraform Labs bị chỉ trích là mô hình Ponzi vì thiết kế của stablecoin algorithm UST phụ thuộc vào cơ chế không bền vững, cần liên tục thu hút dòng tiền mới để duy trì giá trị, tương tự hoạt động của mô hình lừa đảo tài chính Ponzi.

QCộng đồng đã phản ứng thế nào về vai trò của Jane Street?

ACộng đồng có quan điểm chia rẽ: một số cho rằng Jane Street chỉ phát hiện điểm yếu kỹ thuật và hành động theo nguyên tắc thị trường, số khác lên án hành vi sử dụng thông tin từ cuộc trò chuyện bí mật với thực tập sinh Terraform để kiếm lợi.

QBài học nào được rút ra từ sự kiện Luna sụp đổ?

ABài học chính là nhà đầu tư cần tránh đầu cơ all-in, chỉ nên coi các khoản đầu tư như tài sản dài hạn và luôn sẵn sàng cho các điểm yếu cấu trúc trong các dự án tiền mã hóa không được kiểm soát.

QLàm thế nào để tồn tại trong thị trường giá xuống (bear market)?

ATrong thời kỳ thị trường giá xuống, ưu tiên hàng đầu là bảo toàn vốn thay vì tìm kiếm lợi nhuận. Chiến lược được khuyến nghị là duy trì thanh khoản, tránh đầu cơ toàn bộ số vốn và chuẩn bị tâm lý đầu tư trung/dài hạn.

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1.3k Total ViewsPublished 2024.12.17Updated 2024.12.17

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