
土澳大狮兄BroLeon|Sep 15, 2025 17:24
Yesterday, I pointed out a fact, intending to remind fans to be cautious when jumping into new coins. But somehow, I ended up stepping on some people's toes, and they've been arguing with me in the comments. Fine, I'll humor you and take a closer look.
So many projects are coming out with FDVs in the tens of billions, diluting attention. Funds are rushing into new projects, and the chips you're holding need to be distributed. How could it possibly stay inflated like that forever?
Unless you really have cash flow like @HyperliquidX or @pumpdotfun, is your project truly built on a 'beautiful vision'? Don't you have a clue? Everyone's playing an unspoken short-term game here, yet some people insist on coming at me with nonsense.
If you really have money and skills, then be like IP's SY and keep the market cap consistently high. But let's be real, how many Korean chaebols are actually playing in the crypto space?
That said, in terms of short-term post-launch performance, SOMI has done pretty well. At least they washed out some positions after launch and then pulled back up, instead of foolishly going all-in from the start and crashing straight to the bottom.
The profit-making effect of BN+Korean-backed launches is probably limited to this period. Judging by how ZKC's opening market cap is even higher than ZK's today, it won't be long before Korean retail investors realize they've been played.
Cherish the moment while it lasts. At least for now, project teams are still willing to put in the effort to pump after launch.
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