以太坊与科技，时间小偷，厚利多销（3-2-1）
每周成长3-2-1最新研究
（International version is at the bottom）
Cliff Fang
3-2-1星期四快乐！
量子成长最新研究，本周的三点思考、两处金句和一个问题：
3 我的思考
1.
[[罗伯特清崎]]：“今天3000美金买入[[以太坊]]的人，就像过去3000美金买入比特币的人。”
比特币=全世界都信的数字黄金。
世界越乱越值钱。
[[以太坊]]=全球创业板＋链上操作系统。
越多人在链上折腾，它越贵。
你真正押注的不是币价，而是世界线的必然。
2.
未来只要出现两件事之一——
（1）主权信用继续崩、全球需要避险（BTC 爆发）；（2）金融活动全面上链、DeFi 和 L2 成为标配（[[ETH]] 起飞）
——这两种资产都会在属于它们的世界线里各自狂暴上涨。
买 BTC 是买一个Real money，不被抢劫剥削的money、全球备用 Plan B。
[[以太坊]]则是区块链版“iOS + App Store”——金融只是第一个爆款 App，未来身份、游戏、社交、AI 代理、数据市场任何链上文明的爆发，都会带来[[以太坊]]币的大爆发。
真正的长期思维，必须建立在不会被通胀吞噬的资产上。否则你努力越久，时间越被偷。
3.
好的资产+长远的视角+持续不懈的期权收租（牛市价差）+不做空=稳稳的幸福。
每个人因此都可以成为一只快乐的稳稳猪。
可是什么是长远的稳稳猪好资产呢？
S&P500 是，苹果公司是，茅台公司是，实物黄金白银是，比特币[[以太坊]]更是 ：-）
平和的生活在于把生活过得简单。
做对的事，把事做对。
2 他人宝典
1.
“真正的财富不是政府承诺，而是任何时代都抢不走的东西”。
“法币让人忙着追赶通胀，比特币让人开始思考人生真正想做什么。”
“当货币不再稀缺，人的时间就被迫变得稀缺。”
“真正的长期思维，建立在不会被通胀吞噬的资产之上。”
——《The bitcoin standard 》
2.
“世界上没有卖不出去的货，只有你还没找到足够怕麻烦的人”。
犹太人从来不要薄利多销，
犹太人要厚利+多销。
薄利多销是体力活（速度），
厚利多销才是脑力活（信任）。
薄利需要体力，厚利需要智慧。
真正的好资产，本质都是“厚利多销”——
被全世界长期信任，并持续溢价。
——《犹太商法》，藤田田
1** 向你请问
S&P500、苹果、茅台、黄金白银、BTC、[[ETH]]，本质都是“全球厚利资产”——高溢价、高信任、长期上行。
好资产 + 长期期权收租 + 不做空 = 稳稳猪的幸福路线图。这世界的残酷给你压力，世界的温柔给你复利。
如果你必须选择一个能“厚利多销、长期上行、不被偷时间”的资产做稳稳猪的底层砖块——
你会选哪一个？为什么？
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感谢！
房泽晨
liangziup.com
Weekly Growth 3-2-1 Research
(International version)
Cliff Fang
Happy Thursday 3-2-1!
Quantum Growth latest research: three insights, two quotes, and one question for this week.
3 Insights
1.
Robert Kiyosaki: “Buying $3,000 worth of Ethereum today is like buying $3,000 worth of Bitcoin in the past.”
Bitcoin = digital gold trusted by the whole world.
The more chaotic the world, the more valuable it becomes.
Ethereum = global Nasdaq + on-chain operating system.
The more people play on-chain, the more expensive it gets.
The point is, you are not really betting on the coin price—you are betting on the inevitability of the world line.
2.
In the future, as long as one of the following happens:
1. Sovereign credit continues to collapse, and the world needs a safe haven (BTC surges);
2. Financial activity goes fully on-chain, with DeFi and L2 becoming standard ([[ETH]] takes off).
Both assets will skyrocket in their respective world lines.
Buying BTC is buying real money—a money that cannot be robbed or manipulated—a global Plan B.
Ethereum is the blockchain version of “iOS + App Store”—finance is only the first killer app. Future explosions in identity, gaming, social networking, AI agents, or data markets on-chain will drive massive Ethereum growth.
True long-term thinking must be based on assets that cannot be eroded by inflation. Otherwise, the longer you work, the more your time gets stolen.
3.
Good assets, combined with a long-term perspective, persistent options income, and no shorting = steady happiness.
Everyone can become a happy “steady pig.”
So, what counts as a long-term, steady-pig-quality asset?
S&P 500, Apple, Moutai, physical gold and silver, Bitcoin, and Ethereum—these all qualify.
A peaceful life comes from keeping life simple.
Do the right things, and do them right.
2 Wisdom from Others
1.
“True wealth is not government promises, but what cannot be taken away in any era.”
“Fiat currency keeps people busy chasing inflation; Bitcoin makes people think about what they truly want in life.”
“When money is no longer scarce, human time becomes scarce.”
“Real long-term thinking is built on assets that cannot be eaten by inflation.”
—The Bitcoin Standard
2.
“There is no product that cannot be sold, only people who haven’t found someone lazy enough to pay for it yet.”
Jews never pursue thin-margin, high-volume sales.
They pursue thick-margin, high-volume sales.
Thin-margin, high-volume is physical work (speed), thick-margin, high-volume is mental work (trust).
Thin margin requires effort, thick margin requires wisdom.
The essence of truly good assets is “thick-margin, high-trust, high-volume”—trusted globally for the long term and continuously carrying a premium.
—The Jewish Way of Doing Business, Den Fujita
1 Question for You
S&P 500, Apple, Moutai, gold and silver, BTC, [[ETH]]—all are fundamentally “global thick-margin assets”—high premium, high trust, long-term growth.
Good assets + long-term options income + no shorting = the roadmap to steady-pig happiness. The world’s harshness gives you pressure; its gentleness gives you compounding.
If you had to choose one asset that is thick-margin, long-term appreciating, and does not steal your time as your core steady-pig building block—
which one would you pick, and why?
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Fang Zechen
liangziup.com