Observing a certain ecosystem project, many people tend to fall into a misconception—focusing only on superficial excitement while ignoring the underlying driving logic. Truly impactful changes often stem from seemingly ordinary continuous actions: gradually improving infrastructure, progressively connecting application scenarios, sustained resource inflows, and increasing community engagement. If these elements can be linked together, they will eventually lead to a point where incremental growth triggers a qualitative breakthrough.

Many long-term investors have experienced this—being optimistic about a particular track but wavering due to short-term noise during the process. The real issue is not the direction but the lack of an established observation framework.

If you can clearly understand the pace of an ecosystem’s development and connect various signals into a logical chain, you will be less likely to be misled by short-term hype. More importantly, you can complete your strategic layout before the key moments arrive, rather than rushing to follow the trend after the heat has peaked. This is the value of having firsthand information and deep thinking.

Investing is about timing, but timing comes from precise control of progress.