Daily virtual @virtuals_io Operation Review

Since the all-in on $ARBUS on the 17th, my Yaps reward points have been at zero. These past few days have been about 'accumulating strength to burst forth' (actually, my points are too few, preparing to all-in again later).

🌟 Points Growth

May 19 Growth of 4140 Pts

May 20 Growth of 4799 Pts

Total points including diamond hand reward is 10997 Pts

⚡️ Operation Review

The project launched yesterday in the IDO was $MANEKI, with an oversubscription multiplier of 939.13%. There were 4929 participants.

At the last moment yesterday, I was thinking about going all-in, but after comparing the previous data, I acted rationally. To get big opportunities in virtual, it truly illustrates that 'choice is greater than effort.'

Not every all-in will yield good results. But I am willing to choose the one with the greatest opportunity!

📈 Data Analysis

Previous participations: $ARBUS 55X, $ROAST 38.5X, $AXR 73X

I have made a data comparison in chronological order for everyone, comparing dimensions including the number of participants, fundraising multiplier, and returns.

What I refer to as opportunity is simply following the crowd, especially after the diamond hand rewards appeared. This state will become increasingly obvious. Firstly, subscribing to projects with high oversubscription multiples, although they may not necessarily achieve historically high multiples, will definitely have better data than those with lower oversubscription. Secondly, a high number of participants and a low fundraising multiplier indicate a larger proportion of new users/retail investors. Although there are high multiples, the large holdings are not concentrated enough.

The essence of trading is PVP, it's a fight against others! For large holders of virtual, I have done on-chain data analysis. Most will choose to hold on to their diamond hand rewards. They will not 'paper hands' and give up their opportunity to acquire chips. Unless there comes a day when they really do not plan to continue, even then, the vast majority will still choose to go all-in one more time before leaving. If large holders choose to all-in, then returning to the data level, the fundraising ratio will definitely increase, and those with high holdings will generally choose to fill them out.

🧠 Thoughts

I just mentioned the 'diamond hand' mechanism; my account is not a player that earns points through holdings. My daily earnings come from Yaps rewards, so for me, the best way is to go all-in. Seeking the maximum return within limited opportunities. The two factors that allow me to choose to all-in are: the first factor is absolute oversubscription, conforming to my herd mentality. Especially when many large holders choose to fill out, and the project quality is good, I will go all-in. The second factor is that my points are about to expire 🤣, which forces me to choose to all-in.

Large holders are 'imprisoned' in the diamond hand mechanism, and so are we. At this time, if there are no particularly high-quality projects on the market, the likelihood of high multiples is low. The strategy at this time is to 'stably accumulate grain.' Let my Pts in hand increase as much as possible, looking for opportunities to all-in in the market. When large holders are no longer under the 'diamond hand' constraints, they will also need to choose new investment targets. I will go all-in with them. I do not think of myself as smart, but I firmly believe that money is smarter than people. Even if the returns may not always be that high, from a data perspective, it will still be a good opportunity.

Similarly, tonight's $BIZ is about to end. Currently, looking at the data, there are 3117 fundraising participants, with an oversubscription multiplier of 657%. I also will not choose to all-in, even though I might be wrong. But there will definitely be other opportunities later.