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Terence Bitcoinic

Terence Lam
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Forbole 共同創辦人 Terence Lam 的博客。

Platform
Substack
PricingFreemiumPublishesDaily
Issues493Founded3 years agoLast Issue6 days ago
Active
Language
Korean

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Latest Issues

淝水之戰

淝水之戰(公元383年)是中國歷史上最具決定性的地緣政治與軍事衝突之一。本分析將從政治結構學、地緣戰略學、軍事組織制度、以及戰術心理學的學術視角,全面解構這場戰役的前因、過程與深遠影響。

一、 戰役前因:地緣政治結構與內在矛盾

淝水之戰的爆發,並非單純取決於前秦皇帝苻堅的個人意志,而是北方急速統一帶來的結構性危機與東晉防禦機制演變共同作用的結果。

1. 前秦:多民族帝國的「夾生」統一與統治核心脆弱性

  • 族群結構的「蛇吞象」現象: 前秦依靠氐族(僅...
6 days ago
1

熊市第二隻腳 (跟進)

各位請注意騙徒不惜功本,從法國寄出假冒 Ledger 公司的信件,騙你掃描 QR code 。信件冒得似層層,而且是用空郵寄實體信件,我都差點中招,各位留意。


重溫上文《熊市第二隻腳》


上文過了三天,幣市算是出現了洗倉式下跌 (仍在進行中),執筆之時 (3pm 5 June) 仍然只在 62K 左右,曾跌破昨日低位,低見 $61100 附近,連日的跌市連死貓彈都沒有。

我較早前開始進行的一年 DCA 計劃,因為市況變化而更改,我已在 63K...

12 days ago
7
4

熊市第二隻腳

重溫

  • 我選了一隻 altcoin

執筆時在香港時間 6am (2 Jun),幣市繼續下跌,BTC 曾跌近 $70K, 現在仍未收復 $71K,技術上呈超賣狀態。早幾天跌破我前文所說的 $73700 (20/4 低位),是時候檢討。

我在 $74K 左右加注,搏 $73700 能守,結果被套牢。但我繼續沿用減半週期分析,即熊市仍然會在今年 10 月初前完成,可以重新拿出 30 Mar 的《以終為始》一文中的劇本,有關操作的部份章節如下:

什麽...

15 days ago
11
1

跑步

幾個月前,我對 Hyrox 有點興趣,看了一些片,了解玩法後,我知道我肯定不行,可能要兩個鐘才能完成,因為跑步非常重要,而這是我弱項。回想十多年前其實自己都有定期跑步,一週跑一兩次,每次 10K, 但之後聽人說跑步會傷腳,所以我就停了。

近期實在太多人玩 Hyrox,但因為各種原因,我決定放下 Hyrox 。但又因為看 Hyrox,所以開始研究跑步,結果我反而是對跑步更有興趣,因為發現過去對跑步的理解是大錯特錯。雖然在香港跑步亦是「一窩蜂」的玩意,但至少我在街跑,天大地大,...

a month ago
5

我選了一隻 altcoin

重溫

  • BTC 突破確認

  • 轉用牛思維

  • Aave 被 Kelp DAO 被駭所波及將會是 DeFi 的審判日

  • 思考練習

  • MEXC (我建議各位盡快撤出 MEXC)

  • 以終為始 - 談我目前策略


話說我在想試試手氣,看看我能否選到下個牛市有 10x 潛力的 altcoin(s),要找 10x 潛力幣,除了看技術及團隊,更要看大戶資金流向及誘因,我想了幾個先決條件:

  1. 剛過去的小型熊市是它們經歷...
a month ago
9
2

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