205/1000 《市场进入困难模式怎么办?》
1️⃣ 熊市情绪弥漫,市场进入困难模式
今天突然感觉熊市的悲观氛围在弥漫。
一方面,大饼不断创新低,跌破 10.3W;
另一方面,KAITO 打新破发严重,连 BN 亲儿子平台 BuildPad 上的 MMT 打新也一度濒临破发(后被拉盘翻倍);
同时,两个 DeFi 平台被盗,损失约 1 亿美金;
BN 新上币估值缩水明显,又回到了几亿美金。
Twitter 上不少人表示“要退圈”,市场整体进入了**“困难模式”**。
2️⃣ 我的思考:在低迷中做减法
1)弃牌绝大部分项目,比如之前的各种打新等。
原因是:TGE 时间的不确定性 = 估值的核心风险。
当前情绪下,即便是天王级项目上线,估值也可能只有原来的 1–2 折。
2)聚焦少数项目,积累优势。
行情凉的时候,往往是相对最不卷的阶段,尤其是“每周固定积分制”的项目。
在大家退场时,坚持研究和执行,优势反而会被放大。
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