「SKYAI Notes」
Invested 0.8 BNB, airdrop sold for 0.48 BNB, with a market value of 20 million, profited by buying the dip with 0.8 BNB, and having a comfortable week’s worth of pork rice.
⭐ Thoughts
1. Controversial opportunities are the real opportunities; the more people criticize, the more you should invest, placing positions based on the ability to withstand being rugged, and fourmeme endorsements are definitely worth a gamble.
2. Once it’s confirmed this is an 'event opportunity', try to predict the possible 'profit opportunities'; the market opened with 60 million this morning and no airdrop yet, so there are the following situations:
A. Keep an eye on the airdrop, selling quickly is crucial.
B. If the airdrop is particularly valuable, there will definitely be significant selling pressure; after selling the airdrop, there will certainly be a rebound, otherwise the promoters won't make money.
⭐ Optimize Operational Path
1. The positions taken initially were very conservative, belonging to a 'join the fun' decision-making mechanism rather than a well-thought-out position decision.
2. The judgment for buying the dip was made, and profits were used to buy in, which is very conservative, missing out on a relatively certain on-chain gain.
⭐ Future Scenario Speculation
1. The wealth effect has emerged, people have shifted from criticism to praise, many are buying the dip and airdrop patterns, so when the promoters push the price up, it’s essentially making clothes for everyone; in the short term, it feels like 40-50 million has peaked.
2. A reasonable scenario should involve a drop, with everyone criticizing the project for lack of vision, bringing it down to 20-30 million.
3. Resources such as BN alpha, contracts, and spot trading will start to play; the size of the resources in this game determines the project’s ceiling:
BN Contracts 50M-100M
BN Spot 100M-300M
