
WhiteForest
779 posts

WhiteForest
@ForestBai1
An adventurer in the AI era.@MojoAI_HQ Co-founder @ForesightVen Chairman @TheBlockCo






前段时间听说 Hyperliquid 背后是 FCoin 的张健。无法确认真实性,也不关心。但从产品和团队角度,这事说得通。 FCoin 2018年推出交易挖矿,上线半个月日交易量号称超币安7倍。Hyperliquid 的 HYPE 空投31%代币零 VC 份额直发用户,价值从18亿美金涨到70亿+,史上最大。两者本质一样:不是撒钱,是设计一个越用越赚、越赚越用的飞轮。 FCoin 核心团队约10人。Hyperliquid 到今天11个人,日均交易量64亿美金,累计2.6万亿接近 Coinbase 两倍,用户从30万涨到140万。11个人。飞轮设计对了不需要大团队。 两者都不拿 VC 的钱。Jeff 用自己量化交易的利润 self-fund,拒绝所有 VC,代币全给社区。FCoin 是最早喊去中心化交易所的,比 DeFi Summer 早两年。张健做过火币 CTO,亲历中心化弊端;Jeff 说 FTX 崩盘是他创业的直接动机。出发点本质一样:见过中心化的脆弱,所以要去中心化。 张健因为 FCoin 一直没现身。FCoin其实不止他一个股东,有多个合伙人,7000到13000个 BTC 的窟窿最后锅全他背了。也能理解这次不会再露面。 这件事让我学到的是:飞轮机制的创新,比 AI、比交易本身都重要。能设计出用户自发传播、自我强化的增长引擎,才是最深的护城河。



Vibe coding makes everyone a builder. But building is the easy part now. What gets more valuable: The loom didn't make weavers rich. It made designers and brands rich. Every tool revolution is the same: what the tool can do gets cheap. What it can't do gets expensive. Three things that compound no matter what tools you use: 1. Find long-term value and iterate around it. This is never wrong. 2. Short-termism is human nature. Long-term thinking takes both clarity and discipline. 3. Users don't vote for things they've never seen. Build what they need, not what they ask for.






