球星卡与情绪价值资产Ep2｜12 万美元和一个跟腱断裂的故事

from 非共识的20分钟 · host Jason的投资思考

上一集我们立了这个系列的核心主旨 —— 我们这一代人的共同记忆需要找到自己的资产形态。这一集，Jason 会先从自己的故事开始讲述： 2025 年 6 月，Tyrese Haliburton 在 NBA 总决赛第七场比赛中跟腱断裂。一个月后，Jason 花 12 万美元收了一张他的 1/1 球星卡。一个管着基金的人，为什么会做一件看起来完全不理性的事？答案不是「我觉得会涨」。是一种更难被资产负债表捕捉的东西 —— 对一个还没写完的故事，用真金白银表达敬意。本集你会听到： Haliburton 2025 赛季从「最被高估的球员」到总决赛跟腱断裂的完整弧线库里 2022 年 34 岁夺冠那一夜，怎么给了 Jason 出来创业的勇气「敬意」这个词，怎么翻译成投资人也能接受的结构 12 万美元成交背后的真实判断 —— 不是升值预期，是「为还没写完的故事买单」下集预告：EP3 球星卡市场的语法 —— Rookie、Patch、1/1、评级到底是什么意思？ ------ 声明：本节目旨在提供分析框架与历史视角，所有内容均为信息分享与学术探讨，不推荐任何具体投资标的或操作。投资决策请基于个人独立研究。 ------ 【收听延伸与交流】欢迎加入我们的听友群，一起探讨你的“非共识”。世界没有标准答案，我们欢迎一切有价值的思考碰撞。添加「非共识的20分钟-课代表」，即可入群交流。 https://work.weixin.qq.com/kfid/kfc29a1cc6704c5aafd *社群内所有讨论仅为听友间的观点交流与学术探讨，不构成任何投资建议。 -- Hosting provided by SoundOn

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球星卡与情绪价值资产Ep2｜12 万美元和一个跟腱断裂的故事

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