This year, I missed several major Alpha opportunities and should deeply reflect and review: 1. $Trump goes without saying. At the time, I saw it with a market cap of 2 billion, and it peaked close to 80 billion. I was also scared off by the high FDV investment logic and exited a few times, but I overlooked the logic that emotional value is greater than actual value. 2. Memecore $M, I participated in the early-stage project as a primary investor, following the team from Bali to Washington, USA. The secondary market opened at the lowest point and has since surged nearly 60 times, but I didn't manage to buy in at the opening in the secondary market. The reason for my misjudgment was thinking with a high FDV valuation logic. The overall market cap management and strength of the project are still very solid, and I shouldn't have focused on FDV. 3. $OKB, after a rise from over 40 to 150, it dropped to 90, and I didn't buy in with a large position. I also had a keen sense that Xlayer might...
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