Research vs Pure Gambling: A Meme Coin Investor's Market Observations and Risk Reflections

The launch of the perpetual contract by a leading exchange has indeed boosted the confidence of the entire market. For us meme researchers, it's also a strong wick candle. The meme heat on the BNB Chain is still burning, and those who have steadfast holdings are finally seeing returns.

Many projects in the crypto space—especially meme ones—seem to lack the rigorous income models and PE analysis data found in traditional finance. But don't be fooled by this appearance; it is not the kind of pure gambling that outsiders imagine.

My feeling is that those who truly put effort into investment research, who go to the front line to understand the mindset of retail investors both domestically and internationally, comprehend the game between exchanges, and ponder the origin of a meme and how many people it can resonate with—these people have a winning rate that far outpaces those who do nothing and simply gamble randomly.

The significance of investment research lies here: as long as the data can prove that your investment success rate after research is high, then this investment research is valuable and reasonable.

Speaking of this leading exchange target, I have actually talked about it for quite a long time. My Holdings are not short, and I have even increased my position at several key points. From the initial forecast to the current contract launch, I have been providing hints along the way. I had long anticipated today's increase and results, and making money was within my expectations. However, I know that some people cannot understand these details. Rather than trying to convince them, it's better to let them be.

The significance of this asset is immense. It has broken too many conventions and records that we once thought were insurmountable. Looking ahead, I believe there will be more opportunities.

But the question is - tonight? Straight to the top soon?

Not necessarily.

Life is not that smooth. There are always people in the community who blame the exchange when they suffer losses, claiming that the exchange would never let the coins drop. I cannot agree with this logic, as it is a form of moral coercion. An exchange is not that simple. That project once washed from a market value of 500 million to 100 million without even being listed, but instead, it harshly washed away a group of people whose resolve was not strong enough.

But I won't short it either. After all, this is the first Chinese ticker, and the heat and sentiment it carries are evident. If one insists on testing this top, the risk is indeed very high.

In the short term, it's completely normal for the price of coins to fluctuate with market sentiment. However, I resonate with the emotional core of this meme itself. Therefore, I tend to hold long-term; as long as those who are steadfast in their holdings are the winners in the end, that's enough.

I still have some confidence in the patience of holding coins.