Recent Insights 5.12
1. Attention is the new asset.
2. Focus on asset discovery, not issuance.
3. Find Maxi as the unofficial external personnel, responsible for public opinion monitoring and community building.
4. The 'show-off moment' determines the breadth of project dissemination.
5. We need to create hooks, which can be categorized into culture & product.
6. Twitter is the main battlefield pre-TGE, while Telegram, WeChat, and other private groups are the main battlefield post-TGE.
7. Most current web3 projects are onboarding Twitter users, so products should be designed around Twitter user habits.
8. The post-investment phase is more important than the pre-investment phase; pre-investment consumes fame, while post-investment builds popularity.
9. If you agree with the overall direction but not the small details, it is more meaningful to try to change (be the market) than to question (observe the market).
10. The core advantage of KOLs is the ability to be the market. Thus, they can self-forecast and borrow falsehood to achieve truth.
11. KOLs are not 'internet celebrities,' but a group of people who lead consensus in the market, which can include fund partners or meme traders.
12. Establishing new terminology and analytical systems can capture discourse power.
13. It is important to build your own mindset, but do not lose the enthusiasm for gathering diverse thoughts.
14. The core stakeholders behind major projects are mostly Chinese.
15. Exchanges value the 'quality' of the community when listing tokens.
16. Some intuitions that seem incomprehensible will definitely remain incomprehensible.
17. Instead of 'what projects you studied,' it is more important to let people know 'you studied.'
18. In fundamental analysis, undervaluation is more important than product competitive advantage.
19. Product determines the lower limit of dissemination, while marketing determines the upper limit of dissemination.
20. If you are unclear about how competitors in the market operate, you have already lost half; if you do not even know who the competitors are, you have not yet entered the industry.