Project Landscape - Most perpetual exchanges (Perps) are now listed [1] - Opinion, Polymarket, Opensea, and Infinex are also listed [1] Market Sentiment - Some participants feel overwhelmed by the number of projects available [1] - Previously, there was a perceived lack of projects to engage with [1]

Investment Strategy - The strategy involves establishing an initial position with tens of thousands of USD to secure early rewards [1] - The strategy suggests potentially abandoning further participation as competition intensifies, retaining the initial rewards [1] - The strategy considers reassessing and potentially increasing investment based on the project's progress [1] Risk Management - The strategy acknowledges the high level of competition and the risk of incurring losses [1]

就看哪个perp开始崩第一个蹦后面的全蹦何币 (@hebi555):后面发币的perp注定不会有太高的收益项目从一开始就很卷，卷上天项目方收手续费收麻了你到底是撸毛？还是被撸的那个毛？类似L2一样撸毛收益还没GAS高 ...

1、关于Backpack可以预见的是TGE时间将无限期拉长S5以后发币也不是不可能，问题太多了2、edgex TGE时间也会变长，Q4应该是TGE不了3、今年年底不能TGE的perp 建议慎重参与，稍微打点子弹就行，明年啥行情谁都不知道，perp成为下个L2也不是不可能？ ...