
阿科|Mar 05, 2025 03:05
For aave's investment strategy, the second bullet
1. Objectively recognizing that aave is capable of pricing blue chips, with solid fundamentals, steady team progress, profitable agreements, repurchases, and dividends, it meets the preferences of fundamental analysis schools and can become a long-term holding currency for ballast stones. But with certainty, the odds are average
2. At the same time, it should be noted that the revival of DeFi is increasingly appearing on Twitter and various platforms, but due to the weakness of ETH, it has not yet become mainstream
3. Given the significant uncertainty in the current market and the lack of a clear direction for the future, as well as the still less than ideal market value and position of AAVE, it is not possible to invest in large positions
4. If aave starts a round of upward trend amidst the ups and downs of the market from today, it can only be said that this is not my opportunity
5. If the entire DeFi returns, perhaps there will be a trend of repricing, even if the price has already increased significantly, I will still consider chasing after the position
6. The ideal situation is for aave to follow the big market and experience a sharp decline, so I will have a favorable position to purchase a larger position. Although there must have been significant negative and pessimistic emotions at the time
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