Based on cycles and market conditions to analyze


The golden opportunity for long-term layout has arrived
During bull markets and narrative explosion periods, all projects make money by telling stories and harvesting retail investors
They're holding balloons in their hands
Some blow them up with their mouths, some with technology, some with data
After experiencing cycles
Who has real technology, who persists in development, who doesn't fabricate data
Does the project have consensus? Which are mainstream? Which are knockoffs? Which have inflated valuations with bubbles? Everything becomes crystal clear!!!
Projects with some consensus drop several times over, those blown up by storytelling can drop dozens of times over
Those with technology, real product data and stable returns can still persist in bear markets while cutting costs
Those without technology, fake product data and operating at a loss have already shut down and gone bankrupt
This is not a good phenomenon for short-term speculators
Because money is getting harder to make
But for long-term investors it's a rare opportunity
Previously, all projects in the market were wearing makeup
They all looked good, getting fooled was the norm
But now they're all bare-faced
Whether camels or horses
They've all been taken out for a walk around the block
Everyone has a clear understanding now
So, before it was finding beauties among a pile of made-up women
Now it's finding beauties among a pile of unmade-up women
Value is easier to discover
So, the opportunity has arrived
Now when conducting due diligence on project value, it's far beyond what it used to be
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