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Can you buy coins without physical assets? People always pay for some backward cognition and strange obsessions. What is physical value, long-termism; reject speculation, value investment; bubble speculation, a dream. The trading level is not high, and because of some messy concepts, it is limited to some objects without profit and loss ratio. With physical value, does asset anchoring really mean value? Most of today's Internet companies are asset-light. Should their market value be equal to their asset value?

Can you buy coins without physical assets?

People always pay for some backward cognition and strange obsessions.

What is physical value, long-termism; reject speculation, value investment; bubble speculation, a dream.

The trading level is not high, and because of some messy concepts, it is limited to some objects without profit and loss ratio.

With physical value, does asset anchoring really mean value? Most of today's Internet companies are asset-light. Should their market value be equal to their asset value?

Disclaimer: Includes third-party opinions. No financial advice. See T&Cs.
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很多人说,区块链产品拿到传统行业就融不到钱,鬼链的数据没法看,造轮子的Dapp没用,等等。 这种常识性的价格偏差,背后无非是定价权并不在普通人手里。(1) 这种事在传统行业一样存在,比如最近,六年前的电视剧又被拉出来鞭尸了,投资3亿,结果海报上紫禁城里有冷饮柜、指路牌,各种垃圾对白、烂特效。 对标投资7000万的甄嬛传,结果被骂成粑粑。 据说原因是其中两位主演的天价片酬。 具体数字没石锤,反正总有人把钱拿走了,而且剩下的钱多少用于拍摄宣发了还不好说。 但这一两个亿会全给两个明星拿走吗?资方又不是大傻,显而易见不可能的呢。 不然那些影视剧明星还真不需要接广告商单,以前代言现在带货来赚钱了,细心打磨作品就完事了。 手机案最直接的解释了这一切,现实就是这钱大部分,从明星手里收了款转眼就还回去了。 所有的不合理定价,最终都有一个合理的价格。说到底都是资本游戏,背后资金的转移才是本质。 光看投入产出一定是不对等的,但事实是真花了多少你看不到,也不重要,卖电视剧的定价权,渠道投放什么剧,植入广告等等,这些定价权都在利益相关方的手上。 对于投资方来说,3亿的投资款,其中有一部分来路不明的,一半在明星手里经过一下回来大部分,剩下的一半在电视剧里走了一圈,卖剧的确定性收入再回来一小半,总共回个1.5亿合规资金,对他们来说就不亏了,如果这剧收视率好,广告费真能额外赚点钱,那就纯属意外之喜。 区块链项目也是一样的,当然我不是说那些投资几亿美元的项目都是这种的,Meme乱拉可能有人在玩这种,但机构盘逻辑不一样。
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