陈剑Jason|Oct 03, 2026 14:26
Ni Da's words were still too subtle. Let me continue to elaborate. The lackluster performance of Opinion, both in terms of currency price and business performance, is both unexpected and unexpected. First of all, why not? Because Opinion can be said to have touched a Rocket at the beginning, caught up with the peak of the prediction market, and won the investment of YZi Labs. When it was still in TGE, it was all grand slams, the key! The key is here, and all members of the Opnion team have turned against the criticism. According to the "convention", projects with strong backgrounds but unwilling to release chips will follow the route of high control fundraising to pull the market. Therefore, this is why many people keep buying at the bottom of the second tier, but the end result is that they continue to decline. Opnion has also become one of the few Grand Slam high control fundraising projects in my memory that do not pull the market despite the criticism.
Why is this seemingly unexpected ending still expected?
Ni Da has already mentioned in his tweet that "my friends from 4XLabs and I have been in contact with Opinion for quite some time, and once the market becomes completely popular, OPN will be hard to come by.
When predicting the market before it became popular, we had contact with the project team and had several meetings to discuss whether there were opportunities for cooperation. At that time, the other party was in a low mood and anxious because they really didn't have any cards in hand. To some extent, it could be said that it was a relatively grassroots and ordinary small project. They were still struggling to decide whether to jump from Monad to BSC. At that time, I was deeply impressed. I was driving on the elevated road and said, 'We must go to BSC!'! ”.
Later on, we also had contact with the team one after another, but we never decided to cooperate until one day CZ suddenly announced on Twitter that they wanted to support the project of predicting the market. So everyone on the network went crazy and searched everywhere for BSC where to find the predicted market.
Hmm? There is a project called Opinion.
Everyone knows what happened later, and Opinion became a pig standing on the wind in confusion.
A large number of hairdressers poured in, contributing tens of millions of dollars in handling fees.
At the same time, VCs also carry sedan chairs and invest money and resources together.
At this point, it was the "hard to get a vote" period that Ni Da mentioned. We couldn't afford the opportunity to cooperate with the project anymore, and in the end, we only shamelessly licked a little bit of the KOL round. Opinion also became the only project that cost money to work and didn't pay back in the end
And among them, Ni Da was the most injured, so we won't delve into it here. Anyway, it was a rather frustrating experience.
At that time, when we had private conversations, we all felt that the project team seemed a bit "floating".
In fact, this is also very normal. Assuming you are a difficult and unknown small project in entrepreneurship, one day your eyes will open and the Buddha's light will shine on you, attracting the attention of the people. Your mentality will also change.
Later on, as we all know, everyone rebelled, the coin price fell, and the business fell silent.
At first, we thought the project team wanted to deliberately wash up the market and hold back a big deal, after all, most projects with strong backgrounds but high control over fundraising will experience a period of decline, and then suddenly burst short orders to boost the market and convince people.
So we invested money and received coins, but didn't sell any of them.
Until we fell numb and couldn't sit still, we started asking what was going on?
The project team did not respond at all, from 'read but not replied' to 'unread but not replied'.
We also went from expectation to doubt, then to impatience, and finally to anger.
And as far as I know, Opinion also refused a cooperation offer from a top tier exchange that came knocking on its door after TGE, citing "being busy with other things" as the reason.
But to this day, I don't know what exactly happened to me.
Actually, now that I've figured it out, everything I got in front of TGE has already far exceeded their own expectations for the project team. Therefore, regardless of whether the coin price falls or not, whether the business is done or not, every day is the best day, a day that I once dreamed of but couldn't reach.
If your ability and vision are just to open a small convenience store, and suddenly one day it goes bad luck and your store is demolished and you lose a lot of money, you will never think about how to use this money to expand the scale into a chain supermarket, because you have never thought about it that way.
Although Lei Jun's famous saying is that even pigs on the wind can fly, investment must be in people. It must be in entrepreneurs who climb to the top of the mountain with their own strength, rather than pigs blown up by a gust of wind. People who climb up on their own will cherish what they get very much, while those who rely on the wind to fly up will feel that even if they fall to death, they will have a lifetime worth it.
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