1. The idea by bitdiots that something Convex (antifragile) must be a good investment BECAUSE of limited supply is confused: NECESSARY ≠ SUFFICIENT. Near Infinite of things in limited supply: pebbles from Skorpios, underwear worn by Churchill, books owned by Cary Grant...
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; X; E5 e% W. d/ i8 {比特币狂热分子认为凸性(反脆弱)的东西一定是一项良好的投资,因为供应有限,这种想法是混乱的:必要≠充足。数量有限的物品近乎无限:斯科皮奥斯的鹅卵石、丘吉尔穿过的内衣、加里·格兰特拥有的书籍……. S+ t; ~; p6 [- B0 w
2. There is an infinite number of things in finite supply.* y1 Q- y" W4 F4 Z+ b8 A5 k5 ^
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数量无限,供应有限。
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3. To be clear, being critical of monetary-fiscal policy should not make you embrace bitcoin; just as being critical of wine consumption should not make you embrace cyanide.1 A1 T* h) i1 U$ F! R/ g
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需要明确的是,对货币财政政策抱有批判态度不是让你购买比特币的理由,正如批判红酒消费也不是你喝下氰化物的理由。
, c# q9 o# l; h( u! E+ h2 @4. Bitcoin pple, there is an old saying "nobody is bigger than the market". You may artificially prop up the price; you may paint the tape by coordinated manipulation. But in fine the market is a market, an idiot is an idiot, & youth, inexperience, & ignorance are not virtues.
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* X. B9 i! C4 X炒比特币的人们啊,有句老话是“没有人能赢过市场”。你也许可以人为地炒高比特币价格; 你也可以在股市里玩各种各样的手段进行虚构交易。但总而言之,市场就是市场,白痴就是白痴。你的年轻、缺乏经验、无知都不是优势。, s: Q: g1 `2 V5 ?+ d! Z. S
5. Youth is definitely a virtue for many tasks, such as moving furniture, carrying water up a mountain (in the absence of mules), skiing at very high speed in a rocky steep terrain, but it won't help much in challenging age old investment wisdom./ @; ^5 p0 R% l0 r8 D9 S
8 ], q# r! K, h5 T年轻绝对在很多方面都是一种优势,比如搬运家具,上山扛水(没有骡子的情况下),在崎岖险峻的地形中高速滑雪,但在对挑战久经沙场的投资智慧方面没什么帮助。- G, |1 M% V F& ^8 H9 A x+ \# c
6. What will eventually kill bitcoin won't be a crash but inexorable decay. Fads are more threatened by indifference than by disgust.
}: D& \" C& r5 r% n! K P1 Y最终让比特币消失的不是崩盘,而是不可避免的衰退。 短暂狂热的事物更容易受到冷漠的威胁,而不是厌恶。
4 V. Z4 i5 t7 M# q7 L7. Another month. It is continuing, that unremittingly decay. 7 |# I4 {; @( g3 O6 [' e
(Bitcoin volume down 11½ % in August)
* o: F+ {% V, F, O$ u又一个月了。 它正在继续,不断地腐烂。
7 W2 y% i. q3 U w3 r(8 月份比特币交易量下降 11.5%)
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<hr/>在整理近期纳西姆的推特发现,他集中地讨论蛮多有关比特币的事情,虽然内容不多,但我想着还是单独整理成一个系列《纳西姆塔勒布对比特币的看法》,如果有读者朋友对这个系列感兴趣,可以点个赞同或者喜欢,也好让我知道大家是否关心纳西姆是如何评价比特币的。( ~8 N% T6 e. h& ^- t* I
目前我的账号内容已发布纳西姆塔勒布的以下系列:! s4 X% O4 w2 ~
①近期推特汇总(仍在更新)
! I" ]) f4 N2 c; x+ ^②对ChatGPT的看法(上、中、下集近期已完结)# r; E5 e: z+ b: j
③RWRI专题 | 深入了解纳西姆塔勒布的风险理念(仍在更新)
5 v/ x0 y1 b( o- ]④《塔勒布智慧箴言录》新增语录(仍在更新); u, h3 k9 w7 z. Y* E6 J$ I6 G' q/ g, p
后续也会不断更新每个系列的内容,希望大家能读到自己想看到的内容。下一个更新的日子我们再相见! |