Recently, modularization has been making great strides.

I used to be very optimistic about modularization. I still think it is a very good infrastructure. However, a good project is not necessarily a good investment target.

After looking at the chip situation of Tia and Alt, I dare not buy.

Let's talk about the leading Tia. There will be a large amount of team and institutional unlocking on October 31st.

The team's chips are free, what about the institutions?

The seed round price is 0.0094, with a profit of 500 times. A round B round, claiming a valuation of 1 billion US dollars. Based on the chips and financing amount, the cost is estimated to be 0.28. This still has a profit of 20 times.

TIA

DYM will have team and institutional unlocking in February next year, with a financing of 6.7 million US dollars, distributed as 14%. If calculated according to this, the cost for investors is $0.048. There is now a profit of 40 times.

Undeniably, if the market is good, coupled with the previous large decline, a decent rebound will definitely not be a problem.

But if you expect them to have a bullish market, that may be a low probability event.

For me, what I need to look for is an investment target worth heavily investing in. That can only be kept at a distance.

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