Recently, Buffett came out again saying that A-shares are ridiculously cheap—PE ratio only 10-13 times, PB ratio 1.3 times. According to his logic, this is a historic bottom, and the market could surge to 5000 points, even 10,000 points. But I opened my account and looked at that 4000 points, which has been struggling for years and can't stabilize, and I just want to say: either Old Warren's vision has been abandoned by the times, or I just can't wrap my head around it.
There’s really a feeling that there’s some logic behind this market that ordinary people like us can’t see through.
Thinking carefully, Buffett’s bullishness and my confusion actually stem from the same root—both are desperately seeking "certainty." He bets that value will revert, while I get emotionally wrecked by volatility. But if you look into the Web3 world, there are already a group of people turning the concept of "certainty" from an intangible idea into something reliable.
For example, decentralized stablecoins that operate through over-collateralization and transparent algorithms. They don’t speculate on market ups and downs; instead, they are anchored by real assets to speak for themselves. Stability isn’t something that’s blown out of proportion; it’s embedded into the code through mechanism design.
Projects like USDH are somewhat eye-opening because they solve a long-standing problem: in a volatile market, how can people confidently hold? The answer is through the DAO reserve fund and multi-layered asset collateral within the TRON ecosystem, ensuring that no matter how stormy the outside world gets, the purchasing power of the stablecoin remains consistent. This stability isn’t based on stories; it relies on real-time on-chain reserve proofs and the joint maintenance by global nodes.
This makes me think that perhaps true "certainty" isn’t about predicting the market correctly, but about establishing a system that can self-stabilize.
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ZKProofster
· 2025-12-21 20:33
ngl the whole "hunt for certainty" angle is actually the core issue here. buffett's betting on value mean reversion, you're sweating the volatility... both trapped in the same game tbh.
but technically speaking? transparency + on-chain reserves > any earnings forecast. that's just math. proof of solvency isn't a pitch, it's a cryptographic primitive.
Reply0
SmartContractRebel
· 2025-12-21 11:15
Haha, Lao Ba's rhetoric is really becoming less effective. The A-shares market is a mystery.
After so long of hovering around 4000 points and still falling, it shows that it’s not really about the price being cheap.
On the other hand, the stablecoin mechanisms in Web3 are designed fiercely. The multi-layered collateral approach of USDH is indeed interesting, relying on on-chain data instead of storytelling, which is true certainty.
Traditional markets guess back and forth. It’s better to go on-chain for transparency; algorithms are much more reliable than human judgment.
Compared to Buffett's "value regression theory," I trust those systems that can stabilize themselves.
We still need to think clearly: either follow Lao Ba's gamble or find a new way ourselves.
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probably_nothing_anon
· 2025-12-20 07:52
Old Ba's value investing theory does feel a bit out of place nowadays, but then again, the certainty we pursue here isn't reliable either.
Looking at this market, I really am speechless.
Recently, Buffett came out again saying that A-shares are ridiculously cheap—PE ratio only 10-13 times, PB ratio 1.3 times. According to his logic, this is a historic bottom, and the market could surge to 5000 points, even 10,000 points. But I opened my account and looked at that 4000 points, which has been struggling for years and can't stabilize, and I just want to say: either Old Warren's vision has been abandoned by the times, or I just can't wrap my head around it.
There’s really a feeling that there’s some logic behind this market that ordinary people like us can’t see through.
Thinking carefully, Buffett’s bullishness and my confusion actually stem from the same root—both are desperately seeking "certainty." He bets that value will revert, while I get emotionally wrecked by volatility. But if you look into the Web3 world, there are already a group of people turning the concept of "certainty" from an intangible idea into something reliable.
For example, decentralized stablecoins that operate through over-collateralization and transparent algorithms. They don’t speculate on market ups and downs; instead, they are anchored by real assets to speak for themselves. Stability isn’t something that’s blown out of proportion; it’s embedded into the code through mechanism design.
Projects like USDH are somewhat eye-opening because they solve a long-standing problem: in a volatile market, how can people confidently hold? The answer is through the DAO reserve fund and multi-layered asset collateral within the TRON ecosystem, ensuring that no matter how stormy the outside world gets, the purchasing power of the stablecoin remains consistent. This stability isn’t based on stories; it relies on real-time on-chain reserve proofs and the joint maintenance by global nodes.
This makes me think that perhaps true "certainty" isn’t about predicting the market correctly, but about establishing a system that can self-stabilize.