X @XQ

Investment Thesis - Initially, the expectation was that a public offering (pump) would drain liquidity, coupled with a potentially lengthy development cycle, leading to a price decline and a favorable buying opportunity [1] - However, rapid development and community integration mitigated liquidity concerns, prompting a decision to Dollar Cost Average (DCA) back into the token [2] - The core investment rationale is based on V2EX's established community, superior to other community coins in scale and professionalism, with potential for external growth [3][4] Risk Management - Current strategy involves gradual selling due to the inability to estimate an upper price limit, similar to Ani's approach [5] - Early investments were limited to 50 or 100 units to control risk [2] - It's crucial to base decisions on evidence rather than relying solely on intuition to avoid errors [2] Market Analysis - During a 2-4 month consolidation period, significant investments were observed from previously monitored low-frequency addresses, although these were scattered and lacked clear connections [4] - The user base of V2EX consists of tech enthusiasts and programmers with disposable income, who are likely to purchase the token [3]