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The premise of a good opportunity: there must be enough divergence.
Early opportunities with a higher win rate rely on sufficient divergence.
When an "opportunity" has gathered a lot of heat and attention, I will be more cautious;
And for the projects/platforms I originally had high hopes for, if there is persistent FUD, I become even more optimistic—discrepancies = chips and expectations are not crowded.
The most typical example is Bitcoin: from 10k → 120k, only a few have been able to make clear judgments; even today, when saying "$1M in 10 years," most people still don't believe it.
My judg
View OriginalEarly opportunities with a higher win rate rely on sufficient divergence.
When an "opportunity" has gathered a lot of heat and attention, I will be more cautious;
And for the projects/platforms I originally had high hopes for, if there is persistent FUD, I become even more optimistic—discrepancies = chips and expectations are not crowded.
The most typical example is Bitcoin: from 10k → 120k, only a few have been able to make clear judgments; even today, when saying "$1M in 10 years," most people still don't believe it.
My judg