When I saw it, I felt that BIO @bioprotocol would be this year's Portal, which is simply a presale, with a good background + concept, and the script leading directly to Binance.
As the leader in the DeSci track, Bio carries the expectation of opening up a new track, with a guaranteed 1B aiming at a track-level opportunity of 10B. Currently, it is at an off-market price of 0.5u, basically in the initial circulation MC price range of 700 million.
Reviewing this track itself has brought too many opportunities to everyone.
- Initially noticed from the investment announcement of Binance Labs that this track narrative is very new and aligns with the preferences and industry outlook predictions revealed in a series of previous statements from cz.
- When I saw the presale opportunity, I mainly thank @Luyaoyuan1 for sharing this opportunity at the beginning. At first, I thought it was arbitrage, but after watching for a while, I directly chose the few coins with the best liquidity to fill the presale.
- The reason that prompted me to invest some money was that it coincided with Devcon's bio event, where Vitalik and cz attended their event, and I was also at devcon, with the discussion heating up.
- After the event, two leading memes of the DeSci track appeared: $RIF $URO — this is another M-level opportunity.
- The off-market accumulation cost of 0.32-0.35 allows for quite a bit of inventory, and since I am optimistic about the track, I continued to accumulate more.
Why does this track work? Because it is inherently linked to the political and economic lines summarized earlier with @0xcryptowizard. I believe that life sciences and research are important economic lines, and longevity is one of the consensus topics that humanity cares about, so I am still very optimistic about the opportunities in this track.
However, my cost is relatively low, so there may be a result theory where the bottom line dictates the brain. I do not provide investment advice; I am simply sharing a review of the entire track's opportunity thinking path.
For a bull market, the most important thing is not to acquire information, but to conduct in-depth analysis. When encountering information, it is essential to group up with some smart friends around who can charge together, so that when opportunities arise, a complete strategy can be analyzed — **execution** is the most important. The biggest fear is missing opportunities due to laziness and being in a comfort zone.
