山寨
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Yuyue· 2026-03-12 16:20
目前币圈圈内的交易所山寨基本都是无序波动,原有的估值逻辑都失效了,而 BTC 的波动也没有太大吸引力。继续花大量时间在原生加密资产上,有点路径依赖与信息茧房的原因因为你懂,所以你觉得安全由于对币圈的玩法、叙事和流动性传导太熟悉了,哪怕现在是一个极度消耗精力、盈亏比很差的震荡市,依然会因为 “熟悉这里的标的” 而倾向于留在这里可以实践的策略是,现有还运行,还能赚到钱的加密资产策略可以继续,但把工作流自动化以节约时间,已经很难赚钱的事情比如玩山寨就暂时放弃。调整作息到能覆盖美股、港股 A 股的时间段还跟几个 pvp 玩家朋友交流了一下,确实还有人能赚钱,只是烈度也很高,meme 是一直有钱赚的Yuyue (@yuyue_chris):今天在反思一件事,就是没有很好地把握好周一到周二腾讯的 +10% 和 MiniMax 的 +50%腾讯这样的中国科技绝对龙头下乡推小龙虾,加上各地政府出台相关支持政策,用币圈最容易理解的语言来说,这无异于 meme 被马斯克喊单名牌贴 CA(当然量级不一样) ...
东亚第一内卷国,靠「山寨」发家?
3 6 Ke· 2025-06-17 03:33
Group 1 - Japanese car manufacturers have increasingly focused on disassembling Chinese electric vehicles, with companies like BYD, Geely, and NIO being targeted for detailed analysis [1] - A comprehensive disassembly manual for BYD was sold for approximately 43,700 RMB, indicating a lucrative market for such analyses [1] - This trend reflects a historical pattern where Japan, once known for its imitation, is revisiting its roots in reverse engineering [3][6] Group 2 - Japan's manufacturing industry has evolved from being a "copycat" to a leader in design and innovation, with brands like Muji and renowned designers contributing to its image [4][6] - The historical context reveals that Japan's rise involved meticulous imitation of Western products, leading to significant advancements in various sectors, including automotive and electronics [32][43] - The transformation from imitation to innovation allowed Japan to dominate markets in the 1980s, with companies like Toyota and Sony becoming global leaders [47][49] Group 3 - Despite past successes, Japan's current technological landscape shows a decline in competitiveness, attributed to a conservative approach towards patent usage and innovation [52][56] - The high barriers created by Japanese companies in sectors like DVD and plasma screens have led to a lack of global participation and eventual obsolescence of certain technologies [58][60] - The fear of imitation has resulted in a self-imposed isolation, hindering Japan's ability to adapt and thrive in the 21st-century technology race [62]