# 观点与长文 - [一、稳定币/CRCL](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl.md): 大宇原创 - [大宇精炼观点](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/da-yu-jing-lian-guan-dian.md) - [1、CRCL 是世界最好的生意模式？](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/1crcl-shi-shi-jie-zui-hao-de-sheng-yi-mo-shi.md) - [2、CRCL的大宇答疑贴](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/2crcl-de-da-yu-da-yi-tie.md) - [3、看好CRCL的原因——逐条拆解江总逻辑中问题](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/3-kan-hao-crcl-de-yuan-yin-zhu-tiao-chai-jie-jiang-zong-luo-ji-zhong-wen-ti.md) - [4旧框架估值新事物的错误——与 @Rocky\_Bitcoin 关于 $CRCL 的交流](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/4-jiu-kuang-jia-gu-zhi-xin-shi-wu-de-cuo-wu-yu-rockybitcoin-guan-yu-crcl-de-jiao-liu.md) - [5、CRCL未来不止是一家利差公司](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/5crcl-wei-lai-bu-zhi-shi-yi-jia-li-cha-gong-si.md): 大宇 - [6、认为买CRCL不如买COINBASE的都是SB](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/6-ren-wei-mai-crcl-bu-ru-mai-coinbase-de-dou-shi-sb.md) - [7、稳定币的估值要从新角度，不可硬套传统互联网估值](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/7-wen-ding-bi-de-gu-zhi-yao-cong-xin-jiao-du-bu-ke-ying-tao-chuan-tong-hu-lian-wang-gu-zhi.md): 大宇 - [8、稳定币禁生息，泰达搞合规，不是对CRCL的利空](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/8-wen-ding-bi-jin-sheng-xi-tai-da-gao-he-gui-bu-shi-dui-crcl-de-li-kong.md) - [0、相关网络文章](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/0-xiang-guan-wang-luo-wen-zhang.md) - [链接汇总](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/0-xiang-guan-wang-luo-wen-zhang/lian-jie-hui-zong.md) - [裂隙中的共识：Tether与全球金融新秩序](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/yi-wen-ding-bi-crcl/0-xiang-guan-wang-luo-wen-zhang/lie-xi-zhong-de-gong-shi-tether-yu-quan-qiu-jin-rong-xin-zhi-xu.md) - [二、观点合集](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/er-guan-dian-he-ji.md) - [三、投资系统](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong.md) - [看准+重仓](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/kan-zhun-+-zhong-cang.md) - [看准+重仓 1.0版：求快](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/kan-zhun-+-zhong-cang/kan-zhun-+-zhong-cang-1.0-ban-qiu-kuai.md) - [看准+重仓 2.0版：求稳](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/kan-zhun-+-zhong-cang/kan-zhun-+-zhong-cang-2.0-ban-qiu-wen.md): 从10万到1000万 - [看准+重仓 3.0版：均衡](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/kan-zhun-+-zhong-cang/kan-zhun-+-zhong-cang-3.0-ban-jun-heng.md): 适合自己的，才是最好的 - [重仓的失败可贵](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/kan-zhun-+-zhong-cang/zhong-cang-de-shi-bai-ke-gui.md) - [时机、策略、情绪](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/shi-ji-ce-le-qing-xu.md) - [项目的盈利能力指标](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/xiang-mu-di-ying-li-neng-li-zhi-biao.md) - [币圈怎么赚百倍](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/bi-quan-zen-me-zhuan-bai-bei.md): 没有大招，只有妙招。 - [币圈百倍入门](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/bi-quan-bai-bei-ru-men.md) - [我的进化之路](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/san-tou-zi-xi-tong/wo-de-jin-hua-zhi-lu.md) - [四、进化思考](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao.md) - [认清形势，放弃幻想](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/ren-qing-xing-shi-fang-qi-huan-xiang.md): 本文成文于2022年6月16日，首发于推特 - [悲观不会失败，但乐观才能成功](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/bei-guan-bu-hui-shi-bai-dan-le-guan-cai-neng-cheng-gong.md): 群众是无知的。 - [币圈投资的二十条准则](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/bi-quan-tou-zi-de-er-shi-tiao-zhun-ze.md): 本文完成于FTX爆雷后的2022年11月12日 - [不懂装懂、自以为懂](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/bu-dong-zhuang-dong-zi-yi-wei-dong.md) - [简单、极致、重仓=亿万富翁](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/jian-dan-ji-zhi-zhong-cang-yi-wan-fu-weng.md): 大宇 - [常识的力量](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/chang-shi-de-li-liang.md): 大宇 - [13个重要的币圈思维模型](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/13-ge-zhong-yao-de-bi-quan-si-wei-mo-xing.md) - [牛市15条操作感悟](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/niu-shi-15-tiao-cao-zuo-gan-wu.md) - [币圈散户最稀缺的认知](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/bi-quan-san-hu-zui-xi-que-de-ren-zhi.md): 做对的事情、把事情做对！ - [币圈是什么？](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/bi-quan-shi-shen-me.md) - [这轮牛市大区别](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/zhe-lun-niu-shi-da-qu-bie.md) - [2022年：把眼光放在十年后](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/si-jin-hua-si-kao/2022-nian-ba-yan-guang-fang-zai-shi-nian-hou.md) - [五、杂文随笔](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/wu-za-wen-sui-bi.md) - [自强才能万强](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/wu-za-wen-sui-bi/zi-qiang-cai-neng-wan-qiang.md) - [房产税、普通人、祖国](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/wu-za-wen-sui-bi/fang-chan-shui-pu-tong-ren-zu-guo.md) - [我的上当受骗史](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/wu-za-wen-sui-bi/wo-de-shang-dang-shou-pian-shi.md) - [张雪摩托造神与毁神的隐忧](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/wu-za-wen-sui-bi/zhang-xue-mo-tuo-zao-shen-yu-hui-shen-de-yin-you.md) - [六、行情相关](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/liu-hang-qing-xiang-guan.md) - [24年5月份](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/liu-hang-qing-xiang-guan/24-nian-5-yue-fen.md) - [24年4月份](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/liu-hang-qing-xiang-guan/24-nian-4-yue-fen.md) - [4月历史推文](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/liu-hang-qing-xiang-guan/24-nian-4-yue-fen/4-yue-li-shi-tui-wen.md) - [如何看待减半，当前如何布局？](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/liu-hang-qing-xiang-guan/24-nian-4-yue-fen/ru-he-kan-dai-jian-ban-dang-qian-ru-he-bu-ju.md) - [七、赛道整理](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/qi-sai-dao-zheng-li.md) - [NFT](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/qi-sai-dao-zheng-li/nft.md) - [meme币](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/qi-sai-dao-zheng-li/meme-bi.md) - [meme与币圈分层](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/qi-sai-dao-zheng-li/meme-bi/meme-yu-bi-quan-fen-ceng.md) - [MEME的价值是什么？](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/qi-sai-dao-zheng-li/meme-bi/meme-de-jia-zhi-shi-shen-me.md) - [meme币观点集锦](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/qi-sai-dao-zheng-li/meme-bi/meme-bi-guan-dian-ji-jin.md) - [八、Hype](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype.md) - [1、创始人相关](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/1-chuang-shi-ren-xiang-guan.md) - [Hype创始人Jeff 观点集合](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/1-chuang-shi-ren-xiang-guan/hype-chuang-shi-ren-jeff-guan-dian-ji-he.md) - [播客访谈](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/1-chuang-shi-ren-xiang-guan/bo-ke-fang-tan.md) - [90%的交易会在链上](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/1-chuang-shi-ren-xiang-guan/bo-ke-fang-tan/90-de-jiao-yi-hui-zai-lian-shang.md) - [hype有何特殊？](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/1-chuang-shi-ren-xiang-guan/bo-ke-fang-tan/hype-you-he-te-shu.md) - [如何在区块链领域取胜？](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/1-chuang-shi-ren-xiang-guan/bo-ke-fang-tan/ru-he-zai-qu-kuai-lian-ling-yu-qu-sheng.md) - [律动专访jeff](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/1-chuang-shi-ren-xiang-guan/bo-ke-fang-tan/l-dong-zhuan-fang-jeff.md) - [推特长文](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/1-chuang-shi-ren-xiang-guan/tui-te-chang-wen.md) - [2、原创研究](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/2-yuan-chuang-yan-jiu.md) - [Hyperliquid（HYPE）深度研报 — 2026Q1](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/hyperliquidhype-shen-du-yan-bao-2026q1.md) - [3、网络研报汇总](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/ba-hype/3-wang-luo-yan-bao-hui-zong.md) - [九、泡泡玛特](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/jiu-pao-pao-ma-te.md) - [段永平“改口”买泡泡玛特：他到底看懂了什么？](/dayu/da-yu-yuan-chuang/guan-dian-yu-chang-wen/jiu-pao-pao-ma-te/duan-yong-ping-gai-kou-mai-pao-pao-ma-te-ta-dao-di-kan-dong-le-shen-me.md)