Today, I invested a small amount in $BAS , with a market value of around 30m. Here are my simple thoughts:

1️⃣ Industry Expectations

Boost is a key direction for bn this year, and there has already been a successful case. According to the old tradition in the crypto space, the second project that receives significant support usually performs well—resources and traffic will be directed there, making it at least worth a gamble.

2️⃣ Infrastructure Value

BAS plays an infrastructure role as a 'verification layer,' somewhat like the partner position of bnb chain back in the day. Positions like this are usually not quick-profit coins, but rather essential pieces of the ecosystem. It has already established partnerships with 15 projects, including Four Meme, and this is not just theoretical.

3️⃣ Valuation and Position

A market value of 20m+ is not considered low, but it's far from being a bubble. With a small market cap and high volatility, I'm cautious about my initial position. If there is a significant correction later, I will consider adding more.

4️⃣ Rhythm and Risk

The rhythm of small-cap coins is crucial; my strategy is to proceed cautiously: if the logic remains unchanged and the narrative continues, I will hold; if the logic breaks, I will exit even if it's a small loss. Trading coins is not about predicting the future but continuously validating the logic.

➡️ Current Positioning: Small position testing the waters, adding to the position as the trend allows, to see if I can push the narrative to a larger market value.