Yesterday I told the presidents that if they want to establish investment research capabilities
The first step is to shake off 90% of the people
First, go all in on one track
President, have you noticed that top KOLs only eat meat from one bowl?
And you, today with public chains, tomorrow with DEX, the day after you don't even know what to follow, and you don't even know the specific meaning of these tracks, your mind is so chaotic it could block a ten-mile traffic jam.
Today I will teach you 3 standard selection tracks, from countering to having results every time.
Choose those with more money (top three in fund density)
Is there a few hundred million dollars pouring in every day into this track in the past few months?
(Check directly with Nansen/DefiLlama)
Are there several large institutions continuously buying?
(Levels like Ondo, Mantra, Pendle)
Has the TVL growth exceeded 150%?
Don't go for those with only a few million in volume a day
When no one is snatching the meat (first 1/3 stage)
Check Google Trends search popularity <35
(Over 50 means retail investors are partying)
Twitter mentions increased by ≥300%
(Do it before Twitter is flooded)
At least 2 macro narratives must be present
(Trump/Federal Reserve/BlackRock/U.S. Election)
Once the streets start shouting XXX is awesome, CEO, let's go
Look at the big wallets (this is real sorcery)
Staring at dozens of institutions, rich people's money
Go see which track they have been investing in recently
Wherever they go, just follow them
But, CEO, use with caution!
It's still yesterday's saying
[Choose a track well, then you can figure out the underlying logic]
I am Tulip X:@yujinxiang_u
Follow me, let’s become that cluster of appreciating tulips, not the bubble after the wave.
Feel free to leave any questions in the comments, share without reservation.
