《Rato Review and Current Gameplay Thoughts》
1 Yesterday while building a position in Rato, I discovered my wallet was hacked
2 Leading to all my attention being on the theft
3 If I handle it well, I could have doubled my investment
4 But the essence of the issue is still a lack of understanding
5 Did not rush to heavily invest immediately
6 I should have made a lot of money, but it turned into small gains
7 Yesterday, in the panic of the wallet theft, I even posted Rata in the group 2 times; this was an instinct but I didn't look closely
8 Don't use bear market strategies anymore
9 Shift focus from hundreds of thousands in small memes
10 Must transition to several million, tens of millions in large memes
11 How much is Rato's market value
12 Pepe, Brett, Andy, Landwolf are all part of the boys club
13 Look at this, how much are these things worth
14 No need to say more about Pepe
15 Brett 800 million
16 Andy 100 million, what was the previous high, 300-400 million
17 Landwolf 65 million, previous high 200-300 million
18 The role of Fofar just hasn't taken off
19 BirdDog also hasn't taken off
20 In hindsight, this question is so simple
21 Probably the advantage of a posterior perspective
22 The reason is not understanding, or looking back later isn't hard
23 Just happened that the wallet was hacked, the mindset was disturbed
24 How much can Rato see
25 Matt's new book is leading, the new book might be an independent boys club system
26 So it should benchmark against Pepe. But now no one knows what the new system is.
27 If it's a marginal role of Matt
28 Then now is the peak, around 25 million
29 Capturing this theme's fund is much smarter than us
30 Purely relying on market expectations to lean towards the boys club
31 Theoretically, the theme is weaker than the boys club
32 But the favorable aspect now is that ETH is regaining strength, needing leading memes
33 In the second half of 2024, the meme market basically exited ETH
34 Because the friction cost was too high
35 Now I don’t know who the fund is, but they must be someone bold and sharp
36 New roles are recognized in the market, web2 traffic is almost zero, purely relying on racing ahead in the market