Placeholder Image

字幕列表 影片播放

自動翻譯
  • Alright folks were jumping into part one first, I want to talk about risk versus reward and you can see, it's pretty much said uh in this slide that we have here, you know, you've got to access the axes in life, you've got risk and reward and everything that you do is always a trade off between the two of those.

    好了,夥計們,首先進入第一部分,我想談談風險與回報,你可以看到,在我們這裡的這張幻燈片上已經說得很清楚了,你知道,你必須進入生活的軸心,你有風險和回報,你所做的一切總是在這兩者之間進行交易。

  • And in this section, I want to talk about how this works and the fundamentals of intelligent investing And I also want to talk about how Bitcoin today compares to Microsoft in 1998.

    在這一節中,我想談一談這是如何運作的,以及智能投資的基本原理,我還想談一談今天的比特幣與1998年的微軟相比如何。

  • And let's just talk about risk because if I'm very honest with you, I haven't always been good at taking risks in my life.

    讓我們來談談風險,因為如果我非常誠實地告訴你,在我的生活中,我並不總是善於承擔風險。

  • Sometimes I take too many risks with very little reward and sometimes I don't take enough risks and therefore I don't experience enough reward and it's been a whole balancing act my entire life and I kind of want to walk you through this scenario, but before we get started, you've got to understand that you're not gonna get a reward without embracing some type of risk that could be in your life, that could mean in your portfolio, that could mean in your actions every single day.

    有時我冒了太多的風險,回報卻很少,有時我沒有冒足夠的風險,是以我沒有體驗到足夠的回報,這是我整個人生的一個平衡行為,我有點想陪你走過這個場景,但在我們開始之前,你必須明白,如果不擁抱某種類型的風險,你就不會得到回報,這可能是在你的生活中,這可能意味著在你的投資組合中,這可能意味著在你每一天的行動中。

  • And there's no two ways to solve this problem unless you are actively and intelligently engaging in risk, there will be no reward.

    而解決這個問題沒有兩個辦法,除非你積極和明智地參與風險,否則不會有回報。

  • Um and that's one of the biggest and most important realizations of my life and it's something we should talk about right now.

    嗯,這是我人生中最大和最重要的領悟之一,也是我們現在應該討論的問題。

  • Um and so before we get involved and what coins to buy and what marketplaces to buy them, you have to understand that reward only comes with risk.

    嗯,所以在我們參與進來,買什麼幣,在什麼市場上買,你必須明白,回報只有在風險中才能得到。

  • And when I look at my life And some of the big events that I have when I was 18 years old, I left my parents in San Diego.

    當我看我的生活和我的一些大事件時,當我18歲的時候,我離開了我在聖地亞哥的父母。

  • I flew six hours across the country and started uh my education at MIT, I didn't know anybody there.

    我飛了6個小時,橫跨全國,開始在麻省理工學院接受教育,我在那裡不認識任何人。

  • I moved into a fraternity house with 50 guys I didn't know and I was there, I had to sink or swim and it was a very challenging time in my life, but also extremely rewarding.

    我搬進了一個兄弟會的房子,裡面有50個我不認識的人,我在那裡,我不得不沉淪或游泳,這是我生命中非常具有挑戰性的時刻,但也是非常有意義的。

  • And uh I learned so many valuable lessons and I became, you know, really a man at that point and it was all because I took the risk.

    我學到了很多寶貴的經驗,而且我在那一刻成為了真正的男人,這都是因為我冒了風險。

  • And then four years later I decided to go straight to the belly of the beast.

    然後四年後,我決定直接進入野獸的腹地。

  • I moved to Wall Street to new york city.

    我搬到了華爾街,來到了紐約市。

  • Uh, never lived in that crazy city before.

    呃,以前從未在那個瘋狂的城市生活過。

  • I worked on one of the most intense trading floors ever.

    我在有史以來最緊張的交易大廳之一工作。

  • But again, it's because I took the risk And that's why I got so much reward and I learned so much on the back of it.

    但同樣,這是因為我承擔了風險,這就是為什麼我得到了這麼多的回報,我在背後學到了很多東西。

  • Later when I was 30 years old, I moved to London didn't know anybody here, Started a brand new career, a lot of risk, but of course a lot of reward.

    後來,當我30歲時,我搬到了倫敦,在這裡不認識任何人,開始了一個全新的職業生涯,有很多風險,但當然也有很多回報。

  • And then the biggest risk of my life to be honest with you was when I was 40 years old, I started London real, I quit my job in finance.

    然後說實話,我一生中最大的風險是在我40歲的時候,我開始了倫敦真正的,我辭去了金融業的工作。

  • I walked away from a massive paycheck and I said guess what?

    我從大量的工資中走出來,我說你猜怎麼著?

  • I'm gonna be a youtuber when nobody was on YouTube back in 2011.

    當2011年YouTube上無人問津的時候,我就會成為一名優酷網友。

  • It was a massive risk but it turned out to give me a massive amount of reward.

    這是一個巨大的風險,但結果是給了我大量的回報。

  • And so I would just say to everybody here thinking about these concepts, if you don't put risk into your life there will be no reward.

    是以,我只想對在座的每一位思考這些概念的人說,如果你不在你的生活中投入風險,就不會有回報。

  • And it's easy now to look at the Bitcoin billionaires and by the way, everybody on my show is a billionaire these days, pretty much in this defi space on on Friday, I think my guest was worth over 10 billion.

    現在看一下比特幣的億萬富翁是很容易的,順便說一下,這些天我節目中的每個人都是億萬富翁,幾乎是在這個defi空間上週五,我想我的客人的價值超過100億。

  • And so we again we look at these people And it's because they took risks.

    是以,我們再次審視這些人,這是因為他們承擔了風險。

  • They bought Bitcoin back in 2011, they invested in Crypto back in 2013, they quit their their jobs and started businesses in the D5 space back in 2017 and 18 in the bear markets, these people took risk and that's why they're being rewarded.

    他們早在2011年就買了比特幣,早在2013年就投資了加密貨幣,早在2017年和18年的低迷的市場中,他們就辭去工作,在D5領域創業,這些人承擔了風險,這就是為什麼他們得到了回報。

  • And we shouldn't forget that when we go into these markets and we should find a way to intelligently take risk and so that's what today's episode is all about.

    當我們進入這些市場時,我們不應該忘記這一點,我們應該找到一種方法來明智地承擔風險,所以這就是今天這一集的內容。

  • And I want to really drop into some of the big concepts of today and I want to talk about something that I'm calling the blue chips of crypto and it's how does Bitcoin today compared to Microsoft in 1998 and I want to put a slide up with a quote from dan Morehead and dan Morehead runs Pantera Capital and I want to just read out what dan said and he said look I think we're still in the early innings of a multi decade transformation that's going to have a huge impact on literally billions of people.

    我想真正進入今天的一些大概念,我想談談我稱之為加密貨幣藍籌股的東西,它是今天的比特幣與1998年的微軟相比如何,我想把一張幻燈片放上去,上面有丹-莫海德的一段話,丹-莫海德經營著Pantera資本,我想把丹的話讀出來,他說,看,我認為我們仍然處於幾十年轉型的早期階段,將對數十億人產生巨大影響。

  • A portfolio should be more than one thing, a portfolio should be more than one thing.

    一個投資組合應該不止一個東西,一個投資組合應該不止一個東西。

  • It's so important when he says that Bitcoin has been amazing.

    他說,比特幣已經很了不起了,這太重要了。

  • However I think the majority of future gains will be from tokens outside of Bitcoin And I want you all just to think about what Dan said Dan started his fund in 2013.

    然而,我認為未來的大部分收益將來自於比特幣以外的代幣,我希望你們都能想想丹所說的,丹在2013年開始了他的基金。

  • Bitcoin only Dance had a 67,000% return on his Bitcoin Fund.

    比特幣只舞在他的比特幣基金上有67,000%的回報。

  • This guy could easily you know, you know hitch his hitched his cart to Bitcoin and ride it out in the future.

    這個人可以很容易地,你知道,你知道把他的車搭在比特幣上,在未來騎出它。

  • But he's saying no I don't think that's the right thing to do and I agree with dan and dan says let's break it down and look a little bit deeper and I want to go into some of dan's I p because I think it's really important and I'm gonna put a grapple up here on the screen that shows you the big tech relative market share of the current top five companies and you can see I've got facebook google amazon apple and Microsoft and you can see this relative market share Start from 1998 and go all the way up to this year in 2021.

    但他說,不,我不認為這是正確的事情,我同意丹,丹說,讓我們把它分解,看得更深一點,我想進入丹的一些I P,因為我認為這真的很重要,我會在螢幕上放一個抓鬥,向你展示目前前五大公司的大科技相對市場份額,你可以看到我已經得到了Facebook谷歌亞馬遜蘋果和微軟,你可以看到這個相對市場份額從1998年開始,一直到2021年的今年。

  • Now, let me show you what you need to be watching here.

    現在,讓我告訴你在這裡你需要注意什麼。

  • Alright, If you go back to 1998, you see the entire tech market share dominated by Microsoft 95 97% market share.

    好吧,如果你回到1998年,你會看到整個科技市場的份額被微軟95年97%的市場份額所支配。

  • It was all in this one main company.

    這一切都在這一個主要的公司。

  • But as you move forward, you see apple, amazon google facebook start to take chunks of the market because they're creating real value from a technology point of view.

    但是當你向前走的時候,你會看到蘋果、亞馬遜、谷歌、Facebook開始佔據大塊的市場,因為他們從技術的角度創造了真正的價值。

  • And if I fast forward to the next slide, we can actually look at the numbers.

    如果我快進到下一張幻燈片,我們可以實際看一下這些數字。

  • And if you look at the numbers, you can see Microsoft back in April 98 at a market cap of about $218 billion, that's the total worth of that company.

    如果你看一下數字,你可以看到微軟在98年4月時的市值約為2180億美元,這就是該公司的總價值。

  • Now, fast forward to this year And that goes to 2.2 trillion.

    現在,快進到今年,這個數字上升到2.2萬億。

  • A great investment.

    一項偉大的投資。

  • Don't get me wrong, you would have got 10 x on your money.

    不要誤會我的意思,你會得到10倍於你的錢。

  • Thank you very much Microsoft.

    非常感謝微軟。

  • But let's look a little bit deeper.

    但讓我們看得更深一點。

  • If you looked at the outside tech market cap back in April of 98, you had six billion That went up to 7.2 trillion by this year Giving you a rate of return of 1200 times on your money as opposed to 10 X on your money.

    如果你看一下98年4月的外部技術市值,你有60億,到今年上升到7.2萬億,給你的錢的回報率是1200倍,而不是10倍。

  • And you can come back in here and see me at this point, you can see those massive changes.

    而你可以回到這裡,看到我在這一點上,你可以看到那些巨大的變化。

  • Yes, Microsoft was a great investment, you've got 10x returns.

    是的,微軟是一項偉大的投資,你已經得到了10倍的回報。

  • But is that the best way to manage your portfolio when you could have had 1200 x returns.

    但這是管理你的投資組合的最佳方式嗎,你本來可以有1200x的回報。

  • And this is a great concept.

    而這是一個偉大的概念。

  • That's so important because it's being made by a guy like dan Morehead who's been there and done that.

    這一點非常重要,因為它是由像丹-莫海德這樣的人制作的,他已經在那裡做過了。

  • He could stay with Bitcoin and probably still get ridiculous returns.

    他可以留在比特幣,可能仍然會得到可笑的回報。

  • But dan knows that he's got to diversify into other coins if he wants to get those big returns, much like You need to get out of Microsoft or you needed to back in 98 if you wanted to have those big returns now that that's in your brain, let me show you the Blockchain relative market share.

    但丹知道,如果他想獲得那些大的回報,他必須分散到其他硬幣,就像你需要離開微軟,或者你需要回到98年,如果你想有那些大的回報,現在這在你的大腦中,讓我告訴你區塊鏈的相對市場份額。

  • And if you look at this graph that I'm putting on here on screen, you see the relative market share of Bitcoin ethereum and other block chains.

    如果你看一下我放在螢幕上的這張圖,你會看到比特幣以太坊和其他區塊鏈的相對市場份額。

  • Again, let's go back to 2013 Bitcoin with 96% dominance.

    再一次,讓我們回到2013年的比特幣,96%的主導地位。

  • Why?

    為什麼?

  • Well ethereum didn't exist back in 2013.

    嗯,以太坊在2013年還不存在。

  • Hadn't even done it's I see it wasn't even having a white paper out there.

    甚至沒有做它的我看到它甚至沒有一個白皮書在那裡。

  • Okay, so of course Bitcoin would dominate.

    好吧,那麼比特幣當然會占主導地位。

  • But look as we go more and more forward even up to today, you see Bitcoin dominance is down in the low forties and now you see theory and having a huge chunk of the market cap and other coins as well.

    但是,隨著我們越來越向前走,甚至到了今天,你看到比特幣的主導地位已經下降到了四十多歲,現在你看到理論和擁有巨大的市場容量,還有其他硬幣。

  • And again, if we go back to the numbers and I show you the table look at Bitcoin versus other block chains when it comes to a market cap.

    再說一遍,如果我們回到數字上,我給你看錶格,看看比特幣與其他區塊鏈在市值上的比較。

  • Even look at this year, Bitcoin back in february this year was worth about a trillion.

    甚至看看今年,比特幣早在今年2月就價值約一萬億美元。

  • Now it's worth the same, about a trillion.

    現在它的價值是一樣的,大約一萬億。

  • Not much of a change.

    沒有太大的變化。

  • Look at earlier this year, outside of Bitcoin, you had a 6, 670 billion market cap that alone has doubled up until today.

    看看今年早些時候,在比特幣之外,你有一個6,6700億的市值,僅此一項,到今天為止已經翻了一番。

  • So you can already see the gains that are starting to happen outside of the Bitcoin space.

    所以你已經可以看到在比特幣領域之外開始發生的收益。

  • And so just to kind of summarize the key points that dan's making here is that going forward we need to look outside of those traditional investments.

    是以,只是為了總結一下丹在這裡提出的關鍵點,即今後我們需要在這些傳統投資之外尋找機會。

  • And again, I respect the Bitcoin maximalist out there, well I respect the people they are, I don't respect your philosophy and so I had max Keiser back here in 2013 and max, I'm still waiting for you to come on the show.

    再說一遍,我尊重外面的比特幣最高主義者,好吧,我尊重他們的人,我不尊重你的哲學,所以我在2013年讓麥克斯-凱澤回到這裡,麥克斯,我還在等你來參加節目。

  • All right, so I'm looking for you max Keiser but max was here and we talked about Bitcoin and he had me on his show, The Kaiser report on television and I I had him over for thanksgiving and I love max but max is only interested in Bitcoin and I respect Bitcoin, it's an incredible asset, play an incredible piece of technology but I believe that moving forward, you have to have your portfolio diversified into other coins and I want to talk about that diversification today.

    好的,所以我在找你馬克斯-凱澤,但馬克斯在這裡,我們談到了比特幣,他讓我上他的節目,電視上的凱澤報告,我我請他來過感恩節,我喜歡馬克斯,但馬克斯只對比特幣感興趣,我尊重比特幣,它是一種令人難以置信的資產,發揮了令人難以置信的技術,但我相信,向前看,你必須將你的投資組合分散到其他硬幣,我今天想談談這種多樣化。

  • If you don't believe me consider the Microsoft analogy.

    如果你不相信我,可以考慮一下微軟的比喻。

  • If you would stay with Microsoft you would have had 10 X returns which is what most of my guests are predicting for Bitcoin over the next 5 to 7 years.

    如果你留在微軟,你會有10倍的回報,這是我的大多數客人對比特幣在未來5到7年的預測。

  • Great.

    很好。

  • But what if you're looking for 1000 extra turns?

    但是,如果你在尋找1000個額外的輪迴呢?

  • What if you're looking for those google and facebook and amazon and apple type returns from 1998 or 2003?

    如果你在尋找1998年或2003年的那些谷歌、臉書、亞馬遜和蘋果類型的回報呢?

  • If you want those, you're going to have to look outside the Bitcoin ecosystem, which means you're gonna have to look into all coins and what I call next 100 x coins.

    如果你想要這些,你將不得不在比特幣生態系統之外尋找,這意味著你將不得不研究所有的硬幣和我所說的下一個100x硬幣。

Alright folks were jumping into part one first, I want to talk about risk versus reward and you can see, it's pretty much said uh in this slide that we have here, you know, you've got to access the axes in life, you've got risk and reward and everything that you do is always a trade off between the two of those.

好了,夥計們,首先進入第一部分,我想談談風險與回報,你可以看到,在我們這裡的這張幻燈片上已經說得很清楚了,你知道,你必須進入生活的軸心,你有風險和回報,你所做的一切總是在這兩者之間進行交易。

字幕與單字
自動翻譯

影片操作 你可以在這邊進行「影片」的調整,以及「字幕」的顯示

A2 初級 中文 特幣 回報 風險 微軟 市場 投資

如果你不在你的生活中投入風險,就不會有回報 - 布萊恩-羅斯| DeFi Real (If you don’t put risk into your life there will be no reward - Brian Rose | DeFi Real)

  • 25 1
    林宜悉 發佈於 2022 年 01 月 04 日
影片單字