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因为平均来看，你发现的时候都晚了。

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ABCDE：从一级市场视角看待AI+Crypto 时隔Chatgpt发布一年多，最近市场上关于AI+Crpyo的讨论再次热闹起来，AI被视作24-25年牛市一个最为重要的赛道之一，就连V神本人都发文《The promise and challenges of crypto + AI applications》（Crypto+AI 应用前景和挑战）探讨未来AI+Cryto可能的探索方向

难得看到有人在这领域又懂又愿意说实话

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bullish

Yubo 没想到这个事情还会有后续，那我就说一下整个事情的细节和始末吧。 这个事情是我在去年发过 关于yu'bo第二个创业项目Paraspace的介绍文章(非广告)，然后官方和我联系，聊了一次电话后觉得很合适，就让我作为他们的顾问来帮助整个项目推广。

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长期来看，资金费率肯定是正的。因为资金费率本质上就是借u买币的利率，鉴于法币一直在增发，资产的价格肯定是会不断上涨的。所以不可能长期有负利率借u买资产的好事。稳定币/法币，其实就是通过承受了长期法币增发的贬值，获得了短期价格的稳定。

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The chart is misleading. Bitcoin went 10x from 2020, while qqq went 2.5x. But they have the same scale in your chart. Change them to the same scale. If Bitcoin goes 10x from now and becomes 1m, SPX is only 12k based on last 5 years growth.