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MO哥聊區塊鏈

MO哥

My personal Substack

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

以太坊再質押賽道的新際遇

如果說今年2024年要在比特幣主網和以太坊上找出重要的事件或賽道,比特幣當然就是銘文帶起的BRC20代幣和最新的符文協議是市場關注的重點;而以太坊在完成重要的坎昆升級之後,令市場關注的重點,大概就是「再質押(ReStaking)」的賽道,這是最有可能在以太幣的山寨季來臨之前最重要進行點火的火種。

a month ago
1
1

[專欄]-比特幣符文會是減半之後的救贖嗎?

收費專欄將於下個月開始正式推出, 本篇文章是收費專欄的第一篇文章,文章開放公開免費讓大家閱讀,主要先讓大家知道專欄文章和公開文章之間的差異性,之後文章發表會一個月兩篇,一篇是公開免費文章,一篇是專欄的收費文章。專欄文章中我們會將焦點放在一個或多個大的主要敘事賽道,然後通過我白話翻譯困難的地方,並把主要精華的市場熱點深入解讀提煉出來,我自己同時身為文章閱讀者和輸出者,我特別能明白有些市場較前端的內容太過技術或是艱澀難讀,所以怎麼在深度討論和白話解說之間取得平衡是我寫這個收費專欄...

2 months ago
6
4

上牌桌想贏,先知道遊戲規則

我師父常跟我說一句話:「上牌桌想贏,先知道遊戲規則」。

2 months ago
10
0

資產要暴增,只有三個主要路徑

2024年的3月比特幣創下了歷史新高突破了7萬美元,如果你問我什麼感覺,老實說我沒什麼太大的感覺,不是因為對價格波動沒感覺,而是知道從今年初美國正式通過比特幣的ETF申請後,傳統法人終於有一個管道,可以光明正大合規的進入到加密貨幣市場間接持有比特幣,這正也是比特幣可以一直看回不回,直接暴力推過歷史新高讓很多人踏空的原因,比特幣輕鬆的過歷史高點,自然也就不那麼意外了。

3 months ago
14
0

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