"Calling for 'selling straw as gold' is low, while promoting 'revealing the gold hidden in the straw' is good."

Lei Jun is one of my idols, and his honesty and sincerity have won him the world.

He once told a story about a top salesperson who was highly recommended by many people. Upon reviewing the impressive resume, Lei Jun interviewed the person for over an hour. During the interview, the individual self-assessed that he could "sell straw as gold." Lei Jun decided not to hire him and firmly opposed the idea because he did not need someone who could "sell straw as gold," as that is "deceptive."

Similarly, Elon Musk has publicly stated that he never advertises. Behind this statement lies the same logic: "persistently creating good products is the best form of advertising."

The cryptocurrency industry is no different. I have said, "Poor projects cannot survive, and good projects cannot be cursed." Therefore, although it may seem that I have a significant influence on project research and investment, the underlying logic is that my ability to discover good projects continuously allows my followers to truly find good projects and make real profits. In fact, over 90% of the projects I do not favor, I cannot support under any circumstances.

I cannot sell a single straw as gold, and I cannot even sell it as straw—I do not have the capability to sell ordinary goods.

However, since last year, the projects I have been following must have unique innovations in the industry.

At the end of April, ORD1u, I called it "the first asset event in Bitcoin history," and "the first meme."

At the end of October, the resurgence of inscriptions, MINT's sats and rats, I only need four words, "there are institutions behind it," to make people understand.

In November, 3u's tia, although not publicly mentioned, the public statement on Twitter, "prefer to be trapped than to miss out," reflects the attitude.

Following that, Pandora, "the first native NFT liquidity solution"—those who understand this industry know the value of this method, but unfortunately, the NFT trend has not picked up.

Then there's BOME, "the SOL chain needs a top-tier community meme."

And so on.

In reality, I rarely invest, and I even chat very little in groups, but the returns are not bad. The main reason is that I only focus on superior targets.

Therefore, I also hope that starting today, I will do something cool: to bring together some VCs and top projects who trust my logic framework to give the high-quality projects the market attention they deserve!

The power of KOLs is neither as big as imagined nor as small as imagined—only when top-tier KOLs cooperate with top-tier projects can they ignite success.

Definition of high-quality projects:

Similar to $tia, I hope to start educating people about the concept of DA before it goes live, and organize capable individuals to write hardcore articles, narrative and cultural poets, and even partners who can promote and write tutorials, to make it known to more people.

But some may wonder: "But it has performed well even without your involvement, right?"

In fact, we do not care too much about the ups and downs, because they are related to many factors such as the overall market, chips, and even the timing of the bull and bear markets, but education is always valuable.

For example, $icp has unique technological advantages, but apart from criticism at the community level, it does not have much value. I see its value, but I do not have chips myself, and I have not included it in my plans for the time being. I also cannot invite my team of experts to work on it together. However, it is a good project, and at the VC level, it has raised a lot of money, burning tens of millions in a year, but at the community level, it can be said that it has not yet started.

I basically do not engage in commercial advertising or various collaborations, mainly because there are too few top-tier projects.

But recently, I found that top-tier projects overseas have a strong demand for business cooperation in the Asian region. While giving some coins to KOLs and having them write something has an effect, some project teams feel that it is not strong enough—after all, why can coins like Pandora and BOME, which are purely community-based, gain such significant market attention with the help of super nodes in a very short time?

For example, Pandora, from the 3000 members in my group to 5000 when I opened the space the next day, and then to 30000 in a very short time—recently it has been particularly weak because the underlying logic of this project's NFT infrastructure update, and what it needs is truly top-tier projects to come out in the ecosystem. However, the current state of ETH NFT is even causing bayc to crash, making it very difficult, and it seems to be out of sync with the times.

Therefore, @kiki520_eth has sincerely advised not to participate in profit distribution or market promotion, and these views are correct.

But what I want to do is not to participate in the market or make buying calls. On the contrary, I only focus on what the project itself is, and as for the market, especially the long-term market, it is only related to what it is.

Calling for buying is an attempt to "sell straw as gold," while promotion is "revealing the gold hidden in the straw"—all junk projects are straw, and all high-quality projects are gold.

My ability is limited to gold, so the projects I can collaborate with will be very few.

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