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Dragonfly 合夥人發文《為指數函數辯護》:呼籲重新審視區塊鏈長期價值

2025-11-28 17:36:29

ChainCatcher 消息,Dragonfly 合夥人 Haseeb 在社交媒體發表長文《為指數函數辯護》,針對當前加密市場的悲觀情緒提出反思。他指出,市場心態已從"金融虛無主義"轉向"金融犬儒主義",許多人認為區塊鏈項目估值過高,將面臨崩盤。

Haseeb 以亞馬遜為例,指出該公司在成立 22 年後才開始真正盈利,而在此之前,批評者一直質疑其商業模式。他認為區塊鏈行業正處於類似階段,不應用線性增長思維和傳統財務指標如市盈率來評估其價值。

文章強調,區塊鏈技術將呈現指數級增長,類似於早期電子商務的發展軌跡。雖然增長可能不會像電子商務那樣平穩,但其潛力不容忽視。Haseeb 認為,區塊鏈最終將改變金融和貨幣的運作方式,就像互聯網改變了其他行業一樣。

他呼籲投資者成為長期信仰者,相信區塊鏈將帶來社會和金融的徹底變革,並表示"如果你相信指數增長,從長遠角度來看,現在一切都還很便宜"。

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