X @Easy

Investment Thesis - The author is taking a "NO" position on Web3Fang at less than 35 cents, viewing it as an aggressive gamble [1] - The author anticipates Fang might react emotionally to Bodhi Ventures' aggressive trading and attempt to regain the lead, potentially leading to negative consequences [1] - The author believes Bodhi Ventures' aggressive strategy will either result in a significant lead over Fang or a substantial loss [1] Market Dynamics - Bodhi Ventures briefly took the lead, prompting the author's investment decision [1] - Fang has been trading cautiously and maintaining its lead [1] Risk Assessment - The author acknowledges the investment as a gamble [1]