Dragonfly管理合伙人：2018年错过Solana种子轮投资，这是史上最糟糕的投资失误
2025-03-18 00:33:06
Dragonfly管理合伙人Haseeb Qureshi在X平台分享投资教训
知名加密风投机构Dragonfly的管理合伙人Haseeb Qureshi近日在社交媒体平台X上分享了一个引人深思的投资案例。他透露，在2018年初曾有机会以0.04美元的价格参与Solana的种子轮投资，但最终错过了这一机会。按照当前市场价格计算，这一投资本可带来高达3250倍的惊人回报。
初级风投时期的经验教训
Qureshi回忆道，Solana是他作为初级风险投资人最早接触的项目之一。当时，他养成了一个良好的职业习惯——为每一个错过的投资机会撰写备忘录。如今重读这些记录，他坦言这是"初级风投的尴尬巅峰"。当时的投资团队过于关注"以太坊杀手"、共识协议等概念，以及EVM/eWASM的替代方案，这些思维定式最终导致了这次重大投资失误。
投资备忘录的启示
Qureshi公开了这份未经编辑的原始备忘录，将其称为"有史以来最糟糕的投资失误"的见证。这一案例不仅展示了加密投资领域的高风险高回报特性，更凸显了早期投资决策中可能存在的认知偏差和判断失误。
对投资者的启示
1. 投资决策需要超越表面概念，深入理解项目本质
2. 保持开放思维，避免被流行概念束缚
3. 建立系统的投资分析框架
4. 重视投资记录和反思的重要性
5. 理解加密市场的高波动性和不确定性
这个案例提醒投资者，在快速发展的加密领域，保持学习能力和反思精神至关重要。同时，也展示了即使是最专业的投资人也可能错过重大机会，这凸显了分散投资和长期投资策略的重要性。
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