Today, another king level project @ initia officially announced their TGE and airdrop, but what you still receive is' Unfortunate, you are not eligible ' I heard they got a testnet and yap big hair this time, but it's okay, I don't want to tell you like those airdrop bloggers that I made a profit again because I didn't either this time The reason why I don't have it, firstly, is that I was lazy and didn't do it; Secondly, it is due to the consideration of opportunity cost Although I followed up on the progress and updates of some Initiata projects in the second half of last year, I do not believe that opportunities for king level projects will continue to appear in the hair grooming market, but rather in the secondary and ecological sectors Those who are familiar with me should know that I haven't been grooming myself since last year except for @ KaitoAI (now that I've started grooming again, you can imagine how bad the market is), because grooming is not much different from working, and what I want to gain is still alpha income Returning to the main topic, why will I continue to follow Initiata in the future? -The model is similar to @ berachain, I was just pinned by my dear assistant @ 0xYuxi -The airdrop chips are actually not many. Although the financing amount is large, the volume of individual investors' attention is not as high, which is a bit of a lost gem in the sea --The volume of VC side voice is much greater than that of retail side voice, which has a bit of bera meaning. When a project's financing amount reaches 35M, but the airdrop has not been sent out much, how do you think they will sell in the current market with poor liquidity? ——The answer is to make plates. I will briefly describe in the language of the disk owner, that is, to do a good job in splitting the disk and operating the number disk, so that they have the opportunity to ship -The team itself did not place too much emphasis on the volume of the PRE-TGE stage, perhaps to make the car lighter? Having said so much, I think we need to evaluate whether the second level can take over the market. Referring to Bera's K-line, the most playable option is probably to go online and clear out the investment chips. After the ecosystem really improves, putting the opportunities that need attention on the list does not mean directly rushing, but here I can smell some potential opportunities Defend the principal, take risks with small gains, and move at the right time