In practice, projects like Wormhole—this kind of base-layer infrastructure—before large-scale applications arrive, can only be treated like a lottery allocation.

Bet that it will become the standard for oracle infrastructure like Link; bet that Wormhole will become the standard infrastructure for RWA cross-chain bridges. That’s when its growth potential is completely unlocked.

It has already fallen 160x. Falling another tenfold or eightfold isn’t strange either, and rising tenfold or eightfold isn’t strange either.

It can only be configured as a lottery bet. With 100,000 in capital, at most no more than about 2–3% should be allocated. If you win, it brings blessings to all under the heavens; if you lose, it only makes the account’s balance fluctuate a bit.

Some friends have reached out to chat—up at the mountaintop, a group of people is on guard. With declines like this, most people have already cut their losses. Right now, it’s just that the lottery odds are a bit higher.

Bet that the cross-chain bridge can win, and bet that it will do a modest rebound out of a bit of conscience.

Pure lottery: with 100,000 capital, at most it won’t be allocated more than 3%…

$W $ETH #btc #w #eth