Lester's reason for choosing to cut losses is mainly due to significant losses in the front-row positions, and the market's transition to a new main player may take a long time, so he is unwilling to continue waiting.
On Evan's side, the initial discussion scale was 10M, followed by an additional 15M, with the total position currently reaching 45M. The project's narrative is innovative, with a rich array of original IP and derivative content, and the team's operational ability is outstanding, while the community is also very active.
Clanker's token issuance model is quite remarkable, and its integration with Farcaster has a certain level of innovation. After experiencing a significant correction recently, it has now entered the "strike zone", making it a noteworthy buying opportunity.
Although RIF also has substantial losses in the front-row positions, as a leader in its sector, it has strong market consensus. After the recent significant correction, it has also entered the "strike zone", showing buying potential.