Can we play when VC is down?

In the context of VC, most of the time it just adds another reason for people to FOMO. Those with some vision will raise the stakes before investing, while those without vision won’t invest a penny. Some people jump on the bandwagon and invest, and in a previous MVB project, they issued tokens themselves, invested, and still didn’t admit it was their own issuance, with many born from VC.

In this round, I haven't seen any visionary VCs. In the previous round, the VCs on BSC and SUI were quite visionary; at least most people could make money. Waiting for this wave of slightly more visionary VCs to re-enter the market.

Can we follow the lead when the front line calls?

Most of the so-called front-line entries can't be chased at the moment; their small accounts are already full, and there are a bunch of followers behind them, manually entering to wait to be invested in. Most of the callouts at the moment can't be chased. The caller's friends and partners have already filled their positions, waiting for you to take over.

What I mentioned above is that you shouldn't enter at that moment, but after they have entered, you can take a look at the narrative, chip distribution, sentiment, etc., and calmly see whether to enter or not.

Can we play when the whole network is shouting?

Here we need to assess the space. When the whole network is shouting and feels the narrative is good, look at the current market value. If it clearly exceeds the current leading market value, there’s not much need to chase, after all, it’s small betting against big—what you’re betting on is the space.

Can we still enter when the front row addresses are unloading?

Many times, the dev’s clear small accounts are always unloading. I’ve been scared off by this several times, but they have a lot of tricks. Sometimes unloading from the front row is real unloading, and sometimes front row unloading means other small addresses are taking over. Real unloading usually happens without any movement from the front row, while many other addresses are unloading. What can retail investors do? They can't trace anything.

I often get asked, after analyzing and reviewing so much every day, have I made any money? Currently, my analysis and review are aimed at reducing losses. Now I’m losing less than before, which is a decent improvement. In this market, it’s not that you can’t make money; there are very few pure retail investors who can profit.

In summary, it’s all a gamble.