My thoughts on NFTs for the next few years in this tweet , if you read one thing today, let it be this:Going over the fundamental use case of NFTs and also “trading them to make money”.
作者语：“回顾 NFT 的基本用例，并且继续‘交易它们’。”
Bullet points first for those who want a TL;DR--
如果觉得太长请看要点：
•Best use case for NFTs remains the p2p decentralised aspect of digital item trading (collectibles, art, etc.) with transparent provenance without the physical world limitations.
•NFT 的最佳用例仍然是不受物理世界限制的、拥有清楚明了来源的数字物品交易 ( 收藏品、艺术品等 ) 的 p2p 去中心化方面。
•NFTs are like pieces of paper. We will have many people explore what the token can represent, in collectibles, gaming, tickets and more. It is not one or the other.
•NFT就像图片，有很多人扩展代币应有来作为收藏品、游戏、门票等许多用途，但这并不是它们唯一或者全部。
•Projects will try things, most will fail and some will succeed. People will lose money trying to speculate. And others will gain money accurately predicting what projects do well. You are rewarded more because you take on more risk.
•所有的项目都会作出各式各样的尝试，大多数会失败，或许有些会成功。有些人会因为投机而赔钱，而另一部分人则会因为准确预测了项目的优势而获利，人们因为承担更多风险而能够获得更多回报。
•Market euphoria and depression will come in cycles. Coming to terms with this helps separate your conviction on the tech vs. projects. Disliking X project does not mean you have to oppose “NFTs” the tech.
•市场兴奋和低迷的周期出现存在一种循环，接受这个观点有助于独立你的信念不受技术和项目的影响，你可以不喜欢某个项目，但你不必为此反对「NFT」技术。
NUMBER ONE
Similarly, how the core use case of Crypto is decentralised p2p currency trading without middlemen, for NFTs it is the token being on the immutable blockchain that cannot be altered and is tradeable without physical world limitations such as it being damaged, lost, or stolen and requiring physical space.
As the world becomes even more digital, we also have to come to terms with the fact that there are certain things only made possible digitally. Digital art is not new, but new art forms will be created in the future, and tokenization of them will be a perfect fit.
随着世界变得更加数字化，我们也必须接受这样一个事实：有些事情只有通过数字化才能实现。数字艺术并不新鲜，但未来会迸发出更多新的艺术形式，而它们的代币化将是一个完美的选择。
"The internet has existed for ~35 years, and will exist for the rest of humanity's existence. The incredibly small period of time where you couldn't own digital items will be seen as the stone age of the internet, and considered incredibly weird by future generations."--@cobble
“互联网已经存在了大约 35 年，并将在人类发展中继续延续下去，这段人类未曾拥有数字物品的极短的时间，将在未来被视为互联网的石器时代，这在后人看来将是难以理解的。”@cobble
NUMBER TWO
Pieces of paper are an incredibly powerful and versatile technology. Trying to describe exactly why that is so is pretty difficult, though, just like with NFTs, because they have so many different usecases. (h/t @swombat for this analogy).
NFTs are like programmable digital paper. They can hold and even create art, store messages, and encapsulate different forms of music. They're excellent for recording contracts, as they can predefine future actions. They're adaptable to store anything, from personal IDs to auth tokens, and can also represent monetary values. Not all applications are sensible, just like with regular paper, but the versatility of NFTs makes them all possible.
NFT 就像可编程的数字纸。它们可以保存甚至创造艺术，存储信息，并封装不同形式的音乐。它们非常适合记录合同，因为它们可以预先定义未来的动作。它们适用于存储任何东西，从个人 ID 到身份认证代币，也可以表示货币价值。并非所有的应用程序都像普通纸张一样合理，但 NFT 的多功能性使它们成为可能。
You can think one idea is dumb (digital monkeys) while appreciating another (tradeable gaming items). The reason why the statement “NFTs are dead” will always be inaccurate is assuming that the digital programmable paper has no use case at all!
你可以认为一个想法很愚蠢 ( 数字猴子 )，同时欣赏另一个想法 ( 可交易的游戏道具 )。「NFT 已死」的说法总是不准确的原因是假设数字可编程纸根本没有用例！
NUMBER THREE
In this free market, expect speculation on assets. This is how you will make money, and lose money. Keep in mind that the people behind these projects are not trying to make you money. Yes, you can invest in a project that you think will have more demand in the future, whether it’s a collectible or an artwork – and that is where you take on the additional risk for reward.
Things will go up more than it may make sense, and can go down “more than it makes sense”. You will have outright scam projects, and failures. And on the other hand, you’ll have successful experiments where value accrual flows to the NFTs.
你想赚钱吗？赚钱最多的人是研究和了解市场的人！如果你有数百万美元，在没有理解和承担交易责任的情况下试图弄清楚买什么并不重要，这不是我推荐的策略。当人们不太关心市场的时候，就是你应该注意走在别人前面的时候。
NUMBER FOUR
Just like all markets, no matter how important the industry may be, you will see euphoria in it. We are seeing it with AI now. I can not tell you if the projects today will make you money or exist in the next 5 years. But I can tell you, that this programmable digital paper and concept of ownership on a public blockchain is something I can bet my time and money on, and that is where my strong thesis comes long-term.
Figure out what is important to you in this context, if it’s nothing, then don’t force a thesis. If it’s something, figure out how you want to spend your time related to that. But be open to changing that thesis when new information is presented to you.
大多数人都不会对 NFT 进行深入思考，因为它们的整个概念乍一看是荒谬的，当人们深入了解行业中正在发生的事情时，情况就更糟了。别担心，在这些骗局中，有真正的建设者。要么成为他们中的一员，要么押注于那些和你有相同观点的人。如果你关心这个行业，这就是你所能做的。如果你不喜欢，那就不适合你。
Just like all things, if it seems obvious… it’s probably not that exciting. Ignore noise and carry on building. See you in the “next bull market” –- for now, embrace the fact that everyone is calling the entire industry a scam.
所有的事情都有个共同的道理，如果一切看起来那么的显而易见，那么它可能就不再那么具有吸引力。忽略噪音，继续建造，「下一个牛市」再见。而现在，接受所有人都称整个行业是骗局的事实。
注：文中素材来源于网络公开资料，如有侵权请联系删除，以上内容仅代表作者个人观点。
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编 Black 审 林蛋壳
声明：投资有风险，入市须谨慎。本资讯不作为投资理财建议。
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