The configuration of this round will be briefly explained in text format in the group.
Big B will outrun small B for a long time btc eth sol bnb
This may be counter-intuitive, but I have a lot of theoretical basis. Simply put, it is the Americanization of B-circle stocks brought about by ETFs.
Value B may be hyped as a track, such as bananagun, which has real benefits and is effective as a proxy for B. That is, the project has revenue, the proxy for B is effective, and the project is competitive.
No matter how meme develops, it has vitality. In the past, I only needed to see the target + heavy position, but there is also a corresponding way to play, not seeing the target + very small position, sniping in the very early stage + smart money + simple research + no stop loss
Group member: It looks very much like Taleb’s antifragility and dumbbell strategy.
Yumo replied: Yes, give up all the vcB in the middle section
Friends:
This means giving up the possibility of small B becoming big B, which is equivalent to admitting that the bonus period of B circle has faded.
I feel that in the meme section, it is more cost-effective for small B to become big B
So it will become a real meme only after vc B is on it?
Speech:
Your summary is spot on!
There are both subjective and objective reasons behind this:
1 Objectively, when everyone thinks that "Bitcoin B will rise after the Shanzhai rises", VCs and project parties have fiercely concocted a lot of Shanzhai, but according to calculations and releases, the market can hardly bear it - even if it can bear it, we can have better choices. Why should we compete with people with different costs in the secondary fluctuations, with a high probability of losing?
The arrival of ETFs will exacerbate the realization of this part, because as more professional investors such as traditional funds, large investors, and family offices come to Circle B, they will get used to thinking about the value of the project, what problems it solves, what competitiveness it has, how much profit it will generate, etc. The more carefully they study, the less good it will be to buy.
Especially since they have a wide network of contacts, they can easily find out that xxB was posted by a stupid person they knew before, and they can’t do it at all - retail investors don’t know, so they can still fomo and accept the selling pressure at will
2 Subjectively, the overall personal investment system must pursue certainty - after all, we are here to invest rather than gamble, so the big Bs whose returns may be lower in the short term are different in terms of liquidity, consensus, and attention from big funds/big dealers, so it is better to invest big funds in these aspects.
Then small funds are continuously reduced and placed on memes - as long as you believe in human greed, you will understand that memes will always exist, and you will also understand the value of bots - they are steel knives on the battlefield, and the more brutal the battlefield, the more people cannot do without them.
This is consistent with what we talked about in the recording a long time ago. Real sources of income such as GMX are not very smooth, because it is easy to gamble away all the money - but Chong Tu Gou is not easy to gamble away all the money, and it is also addictive, which can lead to the continuous profit of the bot that runs the casino.
Friends:
The current market is adjusting its structure. The primary market valuation is too high, and there are too many chips launched in the primary market. This has not only appeared in this round of B-circle, but also in the history of mobile Internet.
This caused the valuation of the primary market targets supported by VC to be adjusted, which caused great risks and obstacles for investors in the secondary market to select stocks.
It is wise to abandon such projects in the short term.
In the long run, I still don’t know whether this adjustment will be accompanied by the end of the bonus period.
But the VC bubble of mobile Internet burst, and the timing overlapped with the end of the bonus period.
Yumo: What I didn’t think about clearly before is, if the bull market is still there, what will happen if I can’t buy these? In fact, the answer is very simple, buy those that can be bought.
Group member 1: In a bull market, everything will go up, right?
Group member 2: The market value will definitely increase, but the price may not. This is because the allocation mechanism overly suppresses retail investors in the secondary market.
Yumo: Yes, it is possible, but even if the VC has it, he will continue to sell it to you. You and him will compete to see who earns more.