🧵 Several thoughts on the current layout of ROAM I have been tracking Roam for quite some time now, and the market situation is not very good recently, Is ROAM worth investing in or not? To be honest, it depends on how you play. After careful consideration of the mechanism, I think we can pick up the leaks in batches at this moment. Firstly, let's talk about short-term arbitrage. Roam's reverse burning mechanism is quite interesting. You convert tokens into points and burn points to exchange for more tokens. It sounds like "unlimited money printing," right? But in reality, 97% of the tokens will be permanently destroyed, and the rest will be locked in the ecosystem for construction and cannot flow into the market. The conversion efficiency of the sticker pool is much higher than that of a regular pool, but stickers can only be saved by checking in every day, and those without inventory cannot play, which tightly controls the selling pressure. In the long run, double deflation is the real trump card. Once the points are burned, they are gone. The total number of tokens has reached a hard top of 1 billion, and each round of burning is accelerating deflation. Roam's gameplay is clearly more resilient to downturns. Moreover, the benefits of pledging and locking the warehouse are substantial, and locking the warehouse can also attract global traffic for free, which is a real value support. 3. Let's talk about the fundamentals. Roam is engaged in decentralized wireless networks, with 3 million users worldwide using their nodes to access the internet. Recently, they have also joined the AI data layer, and feeding data to AI training will be a big business in the future. As for the operation, my suggestion is not to just hoard coins. Identify the low conversion rate cycle for the combustion pool, pledge into ordinary pool and miner pool, and decisively choose the high-yield one if you have the equipment on hand. In short, the Roam project belongs to the category of "offensive and defensive" - short-term arbitrage can drink soup, long-term deflation can eat meat. When the wind blows, DePIN+AI might even be able to make a big splash.