Lao Bai|1月 07, 2026 13:03
I bought some @ brevis_zk yesterday and sold it after it rose today. This is certainly profitable compared to trading, but it makes me feel a bit strange
Where is the strangeness?
It's just that I reviewed the logic behind buying Brev yesterday in my mind, and it has nothing to do with what this project is for, who the founder is, technical strength, moat, users, data
And simply because
Binance hasn't been in stock for a long time, I bet it will create some spot effects
2. The airdrop is basically over
3. The market value is not considered high compared to the popularity and the degree of grand slam on the Shanghai Stock Exchange
4. Many KOLs are in Shill
That's it!
Do you think I don't understand Brevis? I should be one of the earliest VCs in 2023 to talk to Professor Dong about Brevis and ZK. The three of us (Kris, Professor Dong) also co authored the research report "A Deep Dive into ZK Coprocessor and Its Future". Technically, I am still involved in the Bullish project and Founder, but this information was not involved in my investment decisions in the transaction
From this perspective, it makes sense for outsiders to call us a big casino, at least on the trading side
It's not a project or industry FUD, I just reviewed yesterday's comparison between investment and trading, and I have some indescribable feelings. Just the day before yesterday, I talked about a seminar about the winners and losers of the seven sisters in the US stock market and the current situation of AI development for an hour and a half. Yesterday, I made such a transaction with a pure "PVP" game style, which is a little more refined. Everyone thinks I am optimistic about my fragmented ideas
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