2025.7.5更新：不确定性：https://t.co/U4g65DLlqWXQ (@0xXQ1):最近思考总结的2个结论：1. 币圈所有大行情的来源只有2个，一个是底层技术变革，一个是外部增量预期。2. 收益的来源也只有两个，一个是信息差，一个是承担不确定性。1的坑回头填上，本次 $AP 也不涉及，2里的信息差之前置顶帖给过原因，这里用近期几个例子讲一下对不确定性的理解。 https://t.co/2upUx1VQ0G ...

Market Drivers - Cryptocurrency market's major trends originate from two sources: fundamental technological changes and external incremental expectations [1] - Profit generation in the cryptocurrency space stems from information asymmetry and bearing uncertainty [1] Investment Strategies - Understanding and managing uncertainty is crucial for successful investment [1] - Information arbitrage is a source of profit, as previously discussed [1]