CM
CM|Aug 23, 2025 13:07
WLFI’s current valuation, to be honest, is extremely high. If I were back in the public fundraising stage, I wouldn’t have had such high expectations. Unless it can truly bring in a large number of traditional clients and handle a bigger market scale—those things, at least during the fundraising phase, weren’t really in place. Most of the hype was either driven by the emotional appeal of the Trump concept or by the project team leveraging it for vested interests. As for now, going long or short doesn’t seem appropriate. Just gotta hold and wait it out—there’s no clear signal. Nobody knows yet if this thing is here to actually deliver. A more stable strategy is to keep holding AAVE. In the current situation, I won’t be selling or reducing my position in the short term. If WLFI does manage to keep climbing, AAVE can at least benefit from some beta. If WLFI can’t sustain such a high valuation, the impact on AAVE won’t be too significant either.
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