Lester's reason for cutting positions is that the front row holdings have suffered significant losses, and it is expected to take a long time to complete the transition, so he chose not to wait any longer.
Evan initially entered at 10M and later continued to increase his position at 15M, now holding a total of 45M. Evan's narrative is very appealing, with rich original IP and derivative content, a strong team operation capability, and an active community, indicating good development prospects.
Clanker's token issuance model is quite innovative, combining the concept of Farcaster, which brings new ideas to the project. After a significant pullback, the current price has entered the "strike zone," making it a potential entry point.
RIF has also seen a considerable amount of losing front row positions, but as a leader in the industry, it has a strong consensus foundation. After a significant pullback, the current price has also entered the "strike zone," making it worth considering for entry.