Crypto Attention Economy Disassembly and Reorganization Concept Investment Methodology (Target Selection)

"Investment Methodology of Deconstructing and Reorganizing the Crypto Attention Economy (Target Selection)" Preface: First of all, I would like to thank Brother Jian @jason_chen998 (for his continued support), Ni Da @Phyrex_Ni, and Brother Spinach @wzxznl Please like and forward my article on April 22nd, "Let's talk about the bull market where no one takes over, the attention economy, the buy the dips track, and the ignored restructuring concept"! 🙏 This article has been read 110,000 times and received hundreds of likes and reposts so far. I would never be able to achieve such an influence on my own. Thank you again. 🙏 At the same time, friends who have not read it are strongly recommended to read the original text (pin it on the homepage or the original post quoted below this article). I believe it will be helpful to you and promote your understanding and absorption of today's article. In order to thank readers for taking the time to read, we have launched a lucky draw event. In order not to affect the reading experience, the event details are placed at the bottom🫶 ------------------------------------------------------------ text: Following the last article on the theme of "Attention Economy", today's article will further analyze the concepts of attention economy and restructuring track, as well as related investment experience. Friends with reading difficulties can focus on the content in black bold font. 1. First, how important is attention/its true value: In a nutshell, attention/time/energy is money, the most valuable asset of a person. From an essential or utilitarian point of view, stealing your attention without giving equivalent value in return is essentially "cutting leeks". In real life, for example, you can learn a lot of useless knowledge from internet celebrities, or soap operas that teach you a lot of love knowledge but still can't help you deal with emotional problems better. In the crypto, there are all kinds of strange KOL groups, such as beautiful women, jokes without nutrition, bickering, pure emotional output writers (the more exclamation marks, the stronger the emotional output attribute), etc. From them, you can't learn industry knowledge, logic, or a profit system that suits you, but you just "feel good to watch". This kind of "attention thief"-style leeks-cutting method is widely accepted because the attention of most people is not that valuable, or they themselves don't realize that their attention is valuable. Instead of thinking about how to invest your attention, it's better to just swipe and push and eat melons for fun. In short, after reading this paragraph, I hope everyone can realize how valuable their attention is, and think about what content creators to invest their precious attention in. Is it to choose emotional output, or charlatan prediction, or rational logical analysis. 2. What is the core logic that we need to focus on in the restructuring concept? Let's start with the attention economy. The attention of the crypto is still a stock concept, that is, one thing increases while another decreases. Before a large number of new people enter the market, the total amount of attention should remain the same. Under this premise, the focus of a project with investment value is not how much attention it can get during marketing, but how much attention it can retain after the heat naturally fades. Otherwise, it is easy for the coin price to rise 3 steps and then retreat 3 steps, causing a significant retracement of profits. There are two factors that determine the amount of attention retained: one is the total amount of attention captured when marketing reaches its peak, and the other is the maturity of the fundamentals of the project itself. In simple terms, when the project party does marketing, it tries to gain the highest popularity and attention. At the same time, the fundamentals of the project itself are strong enough + there are innovations in the new cycle (technological innovation/new product launch/new narrative, etc.), then a larger proportion of the people attracted will stay and become long-term holders or ecosystem contributors. The concept of restructuring, that is, projects that make old trees bloom again, is relatively easier to meet the above two conditions. They have experience in Web3, more funds and resources for marketing, and they are good at fundamentals to survive the bull and bear markets. They actively develop and build new products in the bear market. Changing names/changing coins/releasing new products/company mergers and acquisitions are just a form. What’s important is that they hope to reawaken the market’s attention and continue to grow through new technologies, new products, and new narratives (very inspiring!). In summary, projects in the restructuring track have higher investment value and lower risk of profit drawdown, and are worth paying attention to👀 Risk warning: When a project launches measures such as name change, token swap and pledge, it does not mean that the coin price will definitely rise! Even if it rises, it does not necessarily guarantee that there will not be a large retracement. It is still necessary to check whether the above logic can work. For example, whether the project's name change and token swap attracts market attention, whether the fundamentals of the project itself can withstand scrutiny, whether the project has innovations in the current new cycle to improve fundamentals, how is the liquidity of the project token, whether the project is in the core track, etc. A series of questions need to be considered and analyzed. Because some readers of the previous article came to ask whether a certain project can be rushed after the name is changed, so I would like to explain this issue. 3. Real investment cases: Take my favorite $AR as an example. (Not an investment suggestion, and the currency price has fluctuated greatly recently, please pay attention to the risks and DYOR) The Arweave team officially announced the release of the new product AO on February 28. From the AR social media activity displayed on LunarCrush, it can be seen that the release marketing effect of AO was explosive and attracted the attention of the entire market. Therefore, goal one (the total amount of attention captured when the marketing reached its peak) was successfully achieved✅ Let’s look at the second goal, whether the project has fundamental innovation/improvement. This is obviously true. The launch of AO has transformed the Arweave team from a storage track project to a public chain project, and it is a public chain with a very advanced technical architecture design. The fundamental perspective has undergone a huge change. (I won’t go into details, please look forward to the future potential coin sharing series) If both points are met, then it is not difficult to understand why the price of $AR coins has increased fivefold from below 10u to a maximum of 50u. 4. Conclusion I hope that the investment ideas of attention economy + restructuring concept can bring you new investment research analysis angles. I wish you all make money in the bull market. I plan to start a potential currency sharing series in the future to talk about some potential currencies I am paying attention to. Follow me on Twitter (@Eason_Jiang_) stay tuned🔔