虚拟货币的启示
著名FORTUNE杂志,在9月份的封面上推举Sam Bankman-Fried (SBF)为下一个巴菲特,即新一代的投资大师。为什么是投资大师,不是股神?因为SBF 是 FTX 集团的创办人,投资的是虚拟货币(不是股票)。
很讽刺的是,杂志出版了两个月之后,从逾300亿美元估值到“灰飞烟灭”,SBF 缔造的加密货币帝国FTX集团轰然崩塌。根据美国联邦破产法院的文件,FTX集团在破产申请中披露的负债高达100亿至500亿美元,而新管理层只找到了小部分资产,包括存放在离线冷钱包中的约7.4亿美元加密货币,以及约5.6亿美元现金。
对于数以百万计的债权人而言,最大的噩耗在于,他们几乎不可能追回绝大部分损失,FTX 的大量资产不是被偷就是失踪。
虚拟货币能够受到众多投资者的热捧,一个重要原因是很多人相信加密数字资产将持续高速发展。
与其他传统资产不同,虚拟货币本来就没有内在价值、没有固定资产、没有收入流、没有底层业务,一旦没有了信仰支撑,什么分析方法都显得非常可笑。
没有投资虚拟货币的人,或者只是投资股票的人,不要以为事不关己。
需知一些股票就好比虚拟货币一样 ~~ 没有内在价值。这些股价只是被炒作出来的,估值并不能够支撑住。很可能会如同FTX一样一夜之间崩塌,造成投资人蒙受巨亏,甚至血本无归。
这里的启示是:不要相信故事、不要相信会说故事的人。
美丽的故事背后很可能是骗话。
实实在在的生意与业绩才是投资的依据。
http://greedbminvest.blogspot.com/2022/12/blog-post_27.html
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