查找 Bitcoin 穿过噪音的信号

By Bitcoin 杂志 - 1 年前 - 阅读时间:4 分钟

查找 Bitcoin 穿过噪音的信号

Sensationalized media draws page views and attention, but useful Bitcoin content is available to those who are willing to lower their time preference.

I was hit with a little inspiration today when Nathaniel Whittemore covered a couple New York Times hit pieces targeted at Bitcoin 在 最近一集 他的播客“The Breakdown”。这 第一篇文章 attempted to dispute Bitcoin's decentralization by using mining stats from the early days when very few people were mining. A 第二篇文章 by Paul Krugman attempted to disparage Bitcoin by saying it was essentially useless. That coming from a Nobel Prize-winning economist who is infamous for an article about the 互联网正在成为一种时尚。我们为什么信任这些人,更不用说关心他们的想法了?

信号和噪音之间的区别很简单,但在像今天这样的恐慌时期或当价格呈抛物线走势时的欣快时期很难看出。在我看来,价格本身就是噪音。价格是根据利润制定的;买家和卖家在短时间内数量多于对方。它不会告诉您任何有关网络强度或长期采用的信息。价格故事只不过是试图通过基于短期价格变动激发恐惧或贪婪来产生点击。

另一方面,信号则更深。如果你愿意的话,看看引擎盖下面的情况。关于的故事 算力创历史新高,这意味着网络比以往更加安全。故事展示 独特 bitcoin addresses hitting an all-time high,表明用户持续增长。有关美国银行民意调查的故事表明 90% of Americans plan to invest in bitcoin over the next year,展示了持续采用和进一步增长。无论价格如何下跌,所有这些主题都在过去几天中得到了讨论。信号。

Signal about Bitcoin happens every single day, yet we seem to be inundated with fear, uncertainty and doubt (FUD) hit pieces and crystal ball technical analysis predictions about the end of the world. I’m here to remind you that most media companies are all about the clicks. Clickbait drives engagement and engagement drives advertising revenue. Don’t let these headlines fool you, there is signal hidden everywhere and there are plenty of valuable articles containing much more than meets the eye.

微型案例研究:10 年 2022 月 XNUMX 日本辛加鲸警报

(截屏/比特币新闻)

I noticed a few days ago that, within minutes, Benzinga had published two articles: one about a whale exchange deposit and the other about a whale withdrawal. Bezinga will often price the deposit in U.S. dollars, while keeping the withdrawal in bitcoin terms. The articles are nearly identical for each type of transaction and will characterize exchange 存款 作为看跌信号,同时描述交易 取款 作为审慎的长期持有技术。

“为什么重要:加密货币从钱包转移到交易所通常是一个看跌信号。”

相对:

“Why it matters: Bitcoin ‘Whales’ (investors who own $10 million or more in BTC) typically send cryptocurrency from exchanges when planning to hold their investments for an extended period of time. Storing large amounts of money on an exchange presents an additional risk of theft, as exchange wallets are the most sought-after target for cryptocurrency hackers.”

也许更有趣的是,如果您花时间计算一下,您可以清楚地看到交易所提款远远超过存款。在这个特定的片段中,价值接近 200,000,000 亿美元。九个整数。那么看跌信号在哪里呢?

他们本可以花几天或几周的时间聚集起来,写一篇关于网鲸运动的深思熟虑的文章,以真正深入研究实际信号,但他们没有。因为就像《纽约时报》一样,头条新闻和点击量才是最重要的。他们只是想要数量。

Technologically-driven deflation, Jeff Booth’s thesis as described in his book, “The Price of Tomorrow,” is playing out right before our eyes. The internet has disintermediated the access and distribution of information. A benefit for billions, but also a double-edged sword which has slashed once-great media companies' financial positions, forcing them to fight tiny publishers like Benzinga for your attention.

It’s one of the reasons I like Bitcoin Magazine so much. They have plenty of articles criticizing Bitcoin. They do it all the time, but it’s fundamentally different in the sense that you won’t find it with a flashy headline to drive engagement alone. I see it as a means to drive the network forward: experts presenting their case to develop conversation with other experts. Not a thinly-veiled hit piece which is easily disproved or obviously biased. Download the 胡萝卜应用Bitcoin 杂志 甚至会付钱给你阅读他们的文章。物有所值;互惠互利的交易。你能对本辛加说同样的话吗?纽约时报?我什至无法访问《纽约时报》的文章,因为它们隐藏在付费专区后面。一个方便的小障碍,可以加强回声室。

从所有这些噪音中找到真正的信号似乎变得越来越难,尤其是在这个被认为是熊市的情况下。我只能说,不要相信头条新闻。尤其是当它们令人震惊或耸人听闻时。媒体公司像其他人一样遵循他们的激励措施。当激励因素是尽可能多地提高参与度时,有时这个有趣的标题会与实际所写的内容完全相反。

这是 Mickey Koss 的客座帖子。 所表达的意见完全是他们自己的,不一定反映 BTC Inc. 或 Bitcoin 杂志。

原始来源: Bitcoin 杂志