做Crypto行业中的“长期主义者’

币界网2024-08-11 tarihinde yayınlandı2024-08-11 tarihinde güncellendi

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作者:DaPangDun

长期主义者,在当下貌似是一个很不讨喜的词,因为圈子里大多数人追寻的是“暴富的机遇”和“即时的财富反馈”。

在大多数人的认知中,长期主义者等同于“Holder”。但Holder更多体现的是投资策略,他们是一群有着“长期持有资产”策略的人;而长期主义者在我看来具有不同且更加丰富的内涵,

在我的内心中,长期主义者的定义可以概括成这样:

一、长期在Crypto行业中保持正向参与并进步的人

这个定义包含以下几个方面:

1.人:是一个泛指。

可以是投资机构、项目方,也可以是个人;可以是做交易的trader,也可以是做调研的Researcher,抑或是卖工具的Technician,林林种种,不一而足;

2.长期:反应的是一种思想坚守。

很多人进入Crypto是短期行为,想的是可以投机一波然后退圈,或者是牛市赚波钱,熊市就离开。而长期者是要与行业一起度过牛熊,一起见证行业发展的;

3.正向:反应的是参与态度。

很多人把这个行业的钱当作“偏财”来思考,由于监管缺位的原因,各种“坑蒙拐骗”也大行其道,对于行业本身是没有任何正向可言的。正向想强调的是“赚钱,要赚之有道”至少不对行业产生负面影响”;

4.进步:体现的是对自己的要求。

我们可以尝试内省一下,参与Crypto几年期间内,自己的变化有多大,重点关注自己有没有在哪些维度上进步了,不论是交易水平,还是行业认知,还是圈子资源…如果始终处在原地踏步甚至退步的状态中,最终很难成为长期主义者(因为很难得到不论是心理上还是财富上的正反馈)

二、如何成为长期主义者?

因为没有“投资机构”“项目方”的经验,因此这部分,我将用我浅薄的认知和大家一起探讨一下“独立个体如何才能成为长期主义者”。

1.明确的定位

请你认真审视你身边参与Crypto行业的人,1年前和1年后,他们有什么变化?

大部分人可能已经退圈了,剩下的大部分每天很可能都是在交谈炒哪个币,也许是合约,也许是土狗,年复一年,好像并没有多少变化......

很多人参与这个圈子只设定了赚钱这一个日标,但是却并没有给自己设定路径的目标,即“我怎么才能实现赚钱这个目标”。

所以大部分人会游离在市场中的每一个热点,今天撸毛热就撸撸毛,明天土狗热就猛冲土狗,后天挖矿热就赶紧找机器挖矿,但是并没有思考自己能力范畴、能力优势在哪里,任何一个赛道不是随便看两篇文章就能很懂的。同样是撸毛,别人撸到权重,你被女巫;同样是挖矿,别人能持续挖到,你买了机器然后跑不起来;同样是冲土狗,别人几十倍,你个个亏......

最后觉得,算了,还是炒而吧,炒币就“买”和“卖”两个按钮,简单,不需要思考那么多。但是炒币简单吗?炒而我认为反而是最难的,你有标的筛选的标准吗?你有完善的交易策略吗?你有坚定自己策略的信心吗?你有面对行情大幅波动时的抗压能力吗?

所以,定位很关键!

自己的能力优势在哪里,要好好想一想这个问题找到自己的定位。

如果你擅长技术分析,可以尝试做一个“研究者”;如果你擅长撸毛,可以尝试做一个“撸er”或者“撸毛博主”,如果你擅长交易,可以尝试做一名资深的trader”;如果你有资源优势,可以尝试做一个“moderator”当然,我并不是让大家完全只专注在一方面,也许你可以“身兼数职”,但是在一个方面都很难做的比较深入、比较好的情况下,想“全面发展”难度会大很多。

找到自己的定位,并设定这样一个目标,努力去做,1年,不,半年之后,看一看效果如何。

2.合理的财富预期

我相信,进这个圈子绝大部分人的财富预期都是“财富自由”和“暴富”,其包含了对于“财富总量”的要求和对“获得财富时间”的要求。

所以为什么“暴富”的故事那么吸引人(即使很容易证明有些是假的),因为它真的很诱人,完美的符合了我们进圈的美好想法。

但,事实是:看一看你身边玩Crypto的人,有多少比例的人达到了这样的目标?(注意是比例,不要只看个例,个例如果不发生在你身上,其实没有什么意义)

再去调研一下,那些确实“暴富”了的人现在的境况如何?是不是有不少最后的结局并不好。“守财”其实更难,我身边就有从10个做到800个的,最后呢,归零。也许你会觉得这是种磨炼,但是这种经历下大部分人的心境是跨不过去的。

最近我看到一个观点,说Crypto行业没有什么价值,只是创造了一个大赌场,这种观点还得到了不少人的认可。我认为这是“不合理的财富预期”放大后的错觉,人人都想暴富,市场上这种故事也最有流量,但是场内极致的PVP下,一个人赚到大钱,背后其实是成百上千人的亏损。所以如果你认为Crypto就是赌场,那么我建议你现在就退,因为Crypto里面的赌场很不公平,各种内幕盘,还不如去澳门赌场。Crypto的本质绝不是“多巴胺游戏”长期主义者要持续关注其对于现实世界改变的部分。

面对自己的“暴富”心理,扪心自问:“凭什么是我?我是天选之子吗?”

所以,合理的财富预期很重要。它会让你更加平和的面对这个市场,同时它又是一个可以量化的目标,会让你在圈内的步伐走的更稳。

我在圈内的财富目标是争取在3-5年内比较稳定的达到我在传统行业的薪资水平(30)。

3.人皆爱财,取之有道

每个人在这个行业赚钱的路数各不相同,但是秉承“取之有道”理念却并非所有人的想法。有人开群收割群友,有人做内幕盘收割社区,有人诈骗,有人偷窃.

要想在行业中长期的生存下去,“风评”其实挺重要的。很多人也许不认同这一点,会拿一些“以前的大割”作为例证,也许我们散户的记忆像鱼一样有限,但是“历史记录“总是躺在那里的,被发掘只是迟早的事情,特别是在现在这样一个信息高度流通的时代。

有时候,我会觉得是“过高的财富预期”和“监管的缺位”是造成有些人“取之非有道”的重要原因,无法达到自己设定的财富目标让人开始思考更多投机甚至灰色的事情,监管的模糊又让这种行为不会被有效的惩处从而助长这种风气。

既然要做长期主义者,我们该有自己的“坚持”,什么钱可以赚,什么钱不可以赚。

4.保持学习的态度

有不少人跟我说“学习不重要,学习那么多有什么用,赚到钱才是硬道理”。

这句话听起来没毛病,但是细细想一下,不学习,你赚钱的思路从哪里来呢?依据从哪里来呢?信心又从哪里来呢?

学了当然不代表能赚钱,但是学习可以让你对于整个行业有更好的了解,对于自己的判断有更多的依据,钱是怎么赚的怎么亏的至少能有更清晰的认知。

我在社区/推特都鼓励大家要保持学习,我自己也在践行这一点,虽然我限制于水平原因,学习带来的进步是缓慢的,但是这一年多我能感受到自己与之前的不同,对于很多东西的认知确实达到了更深入的程度。

5.拒绝内耗

内耗是非常消耗心力的,也会很影响情绪。我在这一年的感受是:尽可能让自己的身心简单一点,保持一个稳定的情绪非常重要,能够显著的提升效率。

在这个圈子的内耗大多数来源于“由财富事件而引起的焦虑”和“因行情波动引起的亏损”,都是和钱相关的。

所以,合理的财富预期是一个有效的解决途径。

另一个简单的方式是“简单化你的投资”,定下一个逻辑,然后进行交易或投资,中途适当进行反馈修正,不朝令夕改,不因情绪而乱交易。

还有一点,可能可以起作用的是:不要过于在意别人的看法,做自己喜欢的事情,不寻求别人的认可,只遵循自己的内心。

在做“Crypto行业长期主义者”的路上,愿我们携手同行!

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