匿名博士
匿名博士|Sep 06, 2025 09:36
Many friends are more focused on short-term price fluctuations, but in every value investment system, the standard for determining value depends on whether the price and odds are mismatched. Good project, good price, good timing—these are actually three separate things. Personally, I don’t think $OKB has any groundbreaking moat or innovation; it’s just that the market pricing is ridiculously mismatched. Mismatches happen often. For example, when Duan Yongping invested in NetEase, the company’s inventory cash was higher than its market cap. This is just an easy-to-understand analogy—if you can spend $1 to buy something worth $5, why wouldn’t you? When the market is in FOMO mode, it’s also common to see retail investors spending $100 to buy something worth $10, with the remaining $90 being emotional premium. The secondary market is a battlefield of philosophy and human nature. Finding high-odds mispriced opportunities is the essence of value investing. How to find them? That’s a craft in itself. $OKB can be considered one of the most certain and high-alpha spot assets in the secondary market over the past month, capable of accommodating large funds—there’s no other like it for now. Even at 170U, I still dared to recommend it publicly. The market often fails, but it’s ultimately efficient. $OKB $BTC $ETH
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