通常情况下，当市场出现回调时，成千上万的山寨币都会大幅下跌，但随后又会反弹。但这一次，它们没有反弹。 原因其实非常简单：投资者已经明白，在整个加密市场里，要获得 97.5% 的超额收益，你只需要持有两个头寸：比特币和以太坊。 如果你持有这两种资产，其他币发生什么几乎都无关紧要，因为： * 其他代币下跌时波动更高、跌得更深 * 而且它们再也没有像过去那样恢复 * 最关键的是：绝大多数山寨币没有实际用例 Usually when there was a correction in the market all of the alt coins and there are thousands of them, would have a large correction but they would bounce back. This time, they're not bouncing back and the reason that is occurring is very simple. Investors have figured out you only need to own two positions to capture 97.5% of all the alpha of all crypto. That's Bitcoin itself and Ethereum. If you own those two, it doesn't matter what happens anywhere else because everything else is moving with a much higher vol to the downside and not recovering anymore because they have no use case.
Kevin O'Leary aka Mr. WonderfulChairman of O’Leary Ventures and Beanstox
观点原文
通常情况下，当市场出现回调时，成千上万的山寨币都会大幅下跌，但随后又会反弹。但这一次，它们没有反弹。
原因其实非常简单：投资者已经明白，在整个加密市场里，要获得 97.5% 的超额收益，你只需要持有两个头寸：比特币和以太坊。
如果你持有这两种资产，其他币发生什么几乎都无关紧要，因为：
- 其他代币下跌时波动更高、跌得更深
- 而且它们再也没有像过去那样恢复
- 最关键的是：绝大多数山寨币没有实际用例
Usually when there was a correction in the market all of the alt coins and there are thousands of them, would have a large correction but they would bounce back. This time, they're not bouncing back and the reason that is occurring is very simple. Investors have figured out you only need to own two positions to capture 97.5% of all the alpha of all crypto. That's Bitcoin itself and Ethereum. If you own those two, it doesn't matter what happens anywhere else because everything else is moving with a much higher vol to the downside and not recovering anymore because they have no use case.
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