Let's talk about the ASTER project.

No matter how a certain big shot supports it, or how many people shout out the orders, I still maintain a reserved attitude. Why? The financial data simply cannot support this valuation.

Have you ever thought about it? In the field of decentralized exchanges, hundreds of teams have worked for years without making a breakthrough. Why can they be valued at over 10 billion as soon as they enter the market? Is this logic reasonable? How much of the publicly available financial information is true? Spending 2 billion on marketing in a few months, what is the actual user retention of the platform? Are these numbers credible?

And what about HYPE? Do you really believe all the data provided by the project team? I previously invested in a project that had impressive surface data, but what happened? They committed financial fraud and ran away.

So don't just focus on the surface numbers; you need to ask whether they conform to basic business logic. Can a new project right out of the gate match the ten years of accumulation of an old project? Such situations do exist, but it's unlikely that several would emerge in a short period of time. For ASTER, HYPE, and MYX, I am taking a wait-and-see approach.

Investment requires rationality, and the authenticity of the data behind it is more important than anything else.