
币圈慈善家|Sep 23, 2025 07:01
Brother Nai's recap of the UXLink play:
1. Brother Nai has a rule in mind: if a certain coin gets hacked, stolen, or crashes by more than 90%, Brother Nai will definitely buy in and play around when there's an information asymmetry, because it feels like there's a payoff.
2. Whether it's Luna, UXLink, or many other coins that have crashed by over 90% before, Brother Nai will always buy a little to play around. But Brother Nai knows that in these situations, he can't figure out the exact reasons behind the crash or what the future catalysts for a rebound might be.
It’s just an instinctive feeling that ultra-low prices + everyone’s attention = good value.
3. Brother Nai knows the logic above isn’t entirely solid, and he’s still a bit scared deep down. So every time, Brother Nai doesn’t buy too much—always within $10,000.
4. Sometimes, Brother Nai makes money. This time with UXLink, it’s the first time he’s lost money.
5. Be rational and attribute causes correctly. This doesn’t require an IQ of 150. An IQ of 120 is enough, as long as your personality is the type that doesn’t deceive itself.
This is also what Buffett said: investing doesn’t require an IQ of 150; 120 is absolutely enough. The key is rationality.
Brother Nai gets this now.
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