Recently, during project research, I came across an asset called BREV. The data looked good, and I conducted a full investment analysis—waiting for the airdrop pressure to ease and the potential selling wave from holders to pass, it theoretically presented a good short-term bottom-fishing opportunity. The odds were there, at least 20x.
But in the end, I didn't act.
As a result, the project surged 50% in 24 hours. Do I feel a bit regretful? Honestly, no. Instead, I have a faint sense of relief.
The reason is simple—every time I picked up my phone to place an order, the same question flashed in my mind: Is this really the right thing to do? The answer was always no. Even if the success rate looked 99%, even if the data supported it, my intuition kept shaking its head. This uncertainty didn't come from technical analysis but from the entire trading logic itself. Giving up on this "trade," in a way, I was doing the right thing.
There are too many temptations around me. Most temptations share a common characteristic—short-term. Once you fall into short-term thinking, good results are rare in the end. Starting with the end in mind—this phrase has been said a thousand times, but very few can truly practice it.
A counterexample is today’s new project launch on a top-tier exchange. Participating at a valuation of 5 million FDV, the project raised about 10 million, with a circulating supply ratio of 26.4%. Roughly estimating, there’s at least a 20x profit potential. I didn’t hesitate this time and joined directly.
In the end, I did see over 30x on paper. But here’s the reality—oversubscription reached 1200x. Each account was allocated less than 1.5U, and the actual profit per order was only about 35U. Sounds pretty good, but in the face of that oversubscription number, it’s really quite mediocre.
Putting these two examples together, the logic becomes clearer: not everything with high certainty should be done, and not every opportunity with tempting returns can be fully captured. The key is to ask yourself—what will the final outcome be with this choice?
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GasGoblin
· 01-07 11:58
Intuition has saved me several times, but it also caused me to miss out on many 20x gains... Never mind, I don't want to think about it anymore.
There’s actually no real regret about that wave of BREV, but the 1200x oversubscription was even more disgusting. No matter how good the data is, it can't escape human nature.
I feel like the biggest enemy in this space is FOMO, not the project itself.
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LayoffMiner
· 01-07 11:55
The intuition is really amazing; this guy has some real insight. I've been through it myself before—things that look stable are more likely to crash, while some inexplicably involved projects manage to survive.
But I really couldn't hold back on that 1200x oversubscription; it's just betting on the exchange's allocation logic, I should have seen it coming.
Sometimes letting go of a 20x isn't as good as surviving to see the next 50x. Making money isn't that important; staying alive is the most crucial.
Endgame thinking is easy to say, but actually doing it is another matter. Every time I see something promising, I want to go all in, only to realize after a huge loss.
No matter how high the odds, you need chips to survive until the harvest moment. Going all-in and doubling up doesn't mean much.
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BugBountyHunter
· 01-07 11:41
Intuition is really amazing, sometimes more accurate than data... I also saw that wave of BREV, a 50% increase is indeed exciting, but your restraint is the real winner.
The 1200x oversubscription is outrageous, this is the price of participation, one word—坑 (trap).
It feels like this now: when the data is perfect, you need to be cautious. Often, the highest "certainty" also comes with the greatest risk.
Short-term temptations are hard for anyone to resist, but those who can withstand them truly have different accounts...
Still, the same saying applies: the endgame determines everything. Most people are just too focused on the immediate meat in front of them.
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MoonWaterDroplets
· 01-07 11:30
When your intuition tells you to shake your head, you should listen; data can deceive, but intuition won't.
Only by comparing these two examples do you realize that sometimes avoiding FOMO can actually lead to victory.
Oversubscription of 1200 times on new listings? Bro, that's just a joke. What's there to say about a 35U return?
The key still lies in the endgame; short-term temptations are truly not worth staying for.
Recently, during project research, I came across an asset called BREV. The data looked good, and I conducted a full investment analysis—waiting for the airdrop pressure to ease and the potential selling wave from holders to pass, it theoretically presented a good short-term bottom-fishing opportunity. The odds were there, at least 20x.
But in the end, I didn't act.
As a result, the project surged 50% in 24 hours. Do I feel a bit regretful? Honestly, no. Instead, I have a faint sense of relief.
The reason is simple—every time I picked up my phone to place an order, the same question flashed in my mind: Is this really the right thing to do? The answer was always no. Even if the success rate looked 99%, even if the data supported it, my intuition kept shaking its head. This uncertainty didn't come from technical analysis but from the entire trading logic itself. Giving up on this "trade," in a way, I was doing the right thing.
There are too many temptations around me. Most temptations share a common characteristic—short-term. Once you fall into short-term thinking, good results are rare in the end. Starting with the end in mind—this phrase has been said a thousand times, but very few can truly practice it.
A counterexample is today’s new project launch on a top-tier exchange. Participating at a valuation of 5 million FDV, the project raised about 10 million, with a circulating supply ratio of 26.4%. Roughly estimating, there’s at least a 20x profit potential. I didn’t hesitate this time and joined directly.
In the end, I did see over 30x on paper. But here’s the reality—oversubscription reached 1200x. Each account was allocated less than 1.5U, and the actual profit per order was only about 35U. Sounds pretty good, but in the face of that oversubscription number, it’s really quite mediocre.
Putting these two examples together, the logic becomes clearer: not everything with high certainty should be done, and not every opportunity with tempting returns can be fully captured. The key is to ask yourself—what will the final outcome be with this choice?