Is investment research valuable? A seasoned meme investor's honest thoughts

A recent contract product launched by a leading exchange has indeed boosted confidence in the entire market. For those of us involved in long-term research and investment in the crypto space, it’s like a shot of strong reassurance. The meme momentum within the BNB ecosystem remains hot, and investors who stick to their beliefs are also seeing market rewards.

I want to clarify a point. Many projects in the crypto world, especially meme coins, may not have the rigorous revenue models and PE data seen in listed US companies. But that doesn’t mean the crypto space is purely gambling.

On the contrary. My view is that those who genuinely put effort into investment research, those who observe retail investor sentiment both domestically and internationally, those who understand the strategic game between exchanges and grasp the cultural resonance of a meme—these people’s success rates far surpass those who simply rely on luck.

The value of research and analysis lies here: as long as your research can prove with data that your investment success rate is higher, then research itself is rational and valuable.

Regarding this particular project, I’ve actually discussed it for quite some time and held it for a long period. When the critical moment arrived, I added to my position, and I’ve basically watched it develop up to the point of the contract’s launch. The recent price increase and gains? Honestly, within my expected range. Making money was also within my preconceptions. I believe those opposed might find it hard to understand this— but that’s the result of serious research. So I don’t plan to waste effort convincing anyone.

The significance of this coin’s code is profound; it breaks many rules and records we previously thought were fixed. I believe there will be more opportunities ahead.

But whether it can hit a new high soon or tonight? Not necessarily.

No investment follows a straight upward path. Some community members blame the exchange when the price drops, saying the exchange is afraid to let the price fall. I have to say, that’s moral kidnapping. The exchange’s logic isn’t that simple. Look at how liquidity was washed from 500 million to 100 million—yet it wasn’t immediately listed. Instead, they took the opportunity to shake out some weak-willed holders.

Personally, I won’t choose to short this coin. After all, it’s the first coin with a Chinese code—its emotional and cultural significance is right there. Going all-in and trying to top out is too risky.

Short-term price fluctuations are naturally driven by market sentiment. But I believe in the core sentiment of this coin. So my plan is to hold long-term— as long as the remaining steadfast investors succeed, that’s enough.

Speaking of long-term holding, I still have confidence.