
冰蛙|Jul 04, 2025 09:01
Like secondary trading, grooming is also divided into left and right sides.
Left: Early Ambush
On the left side, it's like the logic of building a second level position: ambush early, control the position, and constantly replenish the position when it falls.
But the biggest risk of left side hair removal is TGE time. If the project party PUA the community indefinitely, the airdrop debt will roll over and become even larger, making it impossible to repay TGE, resulting in a complete reversal of hair removal. Both the project party and hair removal users lose, such as Linea.
Many project parties have not figured out that any delay or PUA measures are actually voluntary interest rate hikes in the airdrop debt contract.
So, when grooming on the left side, it is important to choose projects with large financing amounts and high valuations, with a sufficiently large cake, strong redemption ability, and the ability to withstand time consumption. Additionally, it is best to choose project parties who understand expected airdrop management.
At the same time, it is necessary to control the position and not start with heavy positions. It is necessary to gradually replenish positions dynamically as the project progresses and task intensity increases.
Right side: confirmed chase height
Brushing hair on the right side, playing breakthrough and chasing high, emphasizing the combination of certainty and courage.
Based on the current track narrative and market situation, over 90% of projects are simply unable to TGE. If you purchase this type of project, it will be no different from buying a Pixiu at the second level, and it will be reset to zero directly. For example, zk money, agents, and various DeFi protocols that have announced their cessation of operation.
The right side hair raising is only targeted at projects that can confirm TGE and have a rough timeline, so that the airdrop debt and final odds can be calculated in advance.
In cases where there are clear odds and certainty, there is a high probability that it will be a quick and easy opportunity, such as Wayfinder and Newton (both of which have attracted several million dollars).
But the disadvantage on the right side is that team collaboration requires high efficiency in response to investment research and execution, and needs to be fast!
On the left side, focus on endurance, while on the right side, focus on information asymmetry, investment research computing power, and execution computing power.
So, do you prefer the left side or the right side? Or left, left, right, front, back, back???
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