邪恶、极度剥削、垄断级的超级巨型公司……但是在链上。究竟是谁在打造这种东西？ evil ultra-extractive monopolistic megacorp....onchain who is building this?
Lily Liupresident, solanafndn
观点原文
邪恶、极度剥削、垄断级的超级巨型公司……但是在链上。究竟是谁在打造这种东西？
evil ultra-extractive monopolistic megacorp....onchain
who is building this?
Solana
相关观点
- 在 不丹 🇧🇹 度过了几天非常特别的时光。 我们正与 DK Bank 合作，在 Solana 上将黄金（TER）进行代币化，此行既是为了推进这项合作，也为了参加不丹的国庆日活动。 不丹由一位建设者型领导者所引领。Solana 也是一个由建设者打造的网络。 这只是开始。我希望这能发展为一段长期合作关系——在扩展 Solana 链上经济的同时，为不丹带来新的经济发展形式。互联网资本市场让资本形成可以在任何地方发生。 不丹的核心资产是它的文化：佛教根基、深厚的国家凝聚力，以及对“正和结果”的真实承诺——不仅为了当下，也为了跨越世代（甚至生命）。没有虚无主义的资本主义。以价值观创造价值。 今天的不丹也许并不容易抵达。但在未来几十年里，随着 Gelephu Mindfulness City（GMC） 的推进，这种情况可能会改变。他们拥有愿景，也拥有领导层的连续性，敢于进行真正的长期布局。这种耐心与雄心，非常罕见。 Spent a very special few days in Bhutan 🇧🇹 We’re working with DK Bank to tokenize gold (TER) on Solana, and came both to advance that collaboration and to join National Day. Bhutan is led by a builder. Solana is a network built by builders. This is just the beginning of what I hope becomes a long-term partnership—bringing new forms of economic development to Bhutan while expanding the Solana on-chain economy. Internet capital markets make capital formation possible anywhere. Bhutan’s core asset is its culture: Buddhist roots, deep national cohesion, and a lived commitment to positive-sum outcomes—not just for today, but across generations (and even lifetimes :-). Capitalism without nihilism. Creating value with values. Bhutan may be hard to reach today. But decades from now, that may change with Gelephu Mindfulness City (GMC). They have the vision and the continuity of leadership to take a truly long-term swing. That kind of patience and ambition is rare.Lily Liu · 2025/12/20
- 在 DAT 狂潮期间（现在看起来像是很久以前，但实际上连两个月都不到！），我们始终强调，我们希望支持具备长期视角的团队，让他们建设一家生态系统公司，并以 SOL 这个资产作为资产负债表的起点。 这种从 DAT → 生态公司（eco company）的逻辑是 Solana 独有的（几乎所有其他生态系统都不具备），原因在于： 1／你真的可以在 Solana 上构建各种能够盈利的业务： * 资产管理 * 投资 * 基础设施提供 * 交易基础设施 更棒的是，可以将上述所有业务整合到一份单一的资产负债表中。永久资本（Permanent Capital）就是胜利之道。 2／协议收入（REV）——是的，主要来自通胀，我亲爱的 228 位同伴们——为生态系统提供了可预测的增长预算和可再投资的收益机会。 During the DAT craze (which might seem like ancient history, but was not even two months ago!) we said consistently we wanted to support long term oriented teams that would build an ecosystem company, with SOL the asset as a starting point for the balance sheet. This DAT —> eco company thesis is unique to Solana (vs virtually every other ecosystem) because 1/ you can actually build a variety of profitable businesses on Solana - Asset management - Investing - Infrastructure provision - Trading infrastructure Even better, integrating all of the above into a single balance sheet. Permanent capital FTW 2/ protocol REV (yes — primarily inflation, my sweet sweet 228 compatriots) provides a predictable growth budget and yield opps to be reinvested into the ecosystemLily Liu · 2025/12/05
- 同意强调“指数级机会”的重要性。 不同意“收入不重要”这一观点。 如果我们要深入讨论科技行业的经验教训，那么所有那些早期呈现指数级增长的指标，最终都体现为收入——只不过需要十年以上的时间来累积巨大网络效应、吸引与之匹配的资本与人才，并将这些价值充分变现。 同意互联网使“一切事物皆可形成市场”成为可能，也同意金融基础设施应该像发送短信一样触手可及。 真正的错位并不是是否要有估值指标， 而是——把华尔街为特定用户细分市场服务的公司（即便是增长最快的科技公司，用户数也通常止步于 10~20 亿）制定的估值倍数范围，套用于旨在满足全球 55 亿人口所有经济需求的金融基础设施上。 Agree on emphasizing the importance of seeing exponential opportunity. Disagree on the position that revenue doesn’t matter. If we want to expound on tech learnings, all of the exponential early stage metrics ultimately manifested in revenue - it just took a decade or more to accumulate enormous network effects, capture their associated capital and talent formation, and monetize the heck out of it. Agree that markets for everything are actually possible on the internet, and that financial infrastructure should be as finger tip ready as a text message. The dissonance isn’t having a valuation metric - it is in thinking that Wall Street multiple ranges derived from companies that target a subset of needs for some customer segment (even the exponential growth tech companies max out at 1-2B users) also apply to financial infrastructure that serves every economic need of 5.5B people.Lily Liu · 2025/11/29
- 转 曾被叫做“鬼链”的链， 变成了 FTX 的链， 变成了 NFT 的链， 变成了“死掉的链”， 变成了梗币（memecoin）的链， 最终—— 变成了 “万物之链（the everything chain）”。 the ghost chain became the ftx chain became the nft chain became the dead chain became the memecoin chain became the everything chainLily Liu · 2025/11/28