Market Analysis & Reflection - Useless reached a 200 million ATH (All-Time High), but the profit was only several ten thousand dollars, indicating a missed opportunity in the Bonk ecosystem [1] - The analyst initially favored Believe and Bonk among new projects, particularly trusting @theunipcs Bonkguy's capabilities within the Bonk ecosystem [1] - Launchcoin generated more profit than the Bonk series, suggesting a more successful investment strategy in that particular case [1] - The light position in Useless during the second dip-buying phase resulted in limited gains, as the holdings were gradually sold off [1] - The decision to sell the remaining Useless holdings above 100 million was influenced by the perception of lower market liquidity compared to Launchcoin's period [1] - Similar to Useless, the position in $ikun was not sufficiently increased after an initial high purchase at 4 million, missing an opportunity to accumulate more at 1 million [1] Investment Strategy & Considerations - Bonkguy, a key figure in the Bonk ecosystem, had only invested in a few coins, including Useless and ikun [1] - Despite its entertainment nature, $ikun had the potential to attract attention due to kunkun's recent popularity and reputation, making it a potentially attractive target for market makers [1] - The analyst emphasizes the importance of reviewing past trades and making more substantial investments in future opportunities [1]
X @Yuyue
Yuyue·2025-06-30 09:27