2026-01-03 15:23:18

Recently, many fans have asked me why I stopped dollar-cost averaging (DCA) into AR. Are you disappointed with this project? I need to clarify that stopping DCA does not mean I am bearish. On the contrary, it is a strategic adjustment after carefully studying the leading projects in the AR and FIL sectors.

Honestly, this recent competition between AR and FIL hides many noteworthy aspects. Instead of blindly following the trend, it’s better to understand the fundamentals of both sides first.

FIL has indeed been quite hot lately. Major investors are flocking in, miners are working tirelessly, and the development team is continuously iterating. The entire ecosystem looks vibrant. This "top-tier project in its sector" configuration is definitely eye-catching. But there is a problem that’s easy to overlook: a mountain of chips stuck at high positions. Even more concerning is the large amount of tokens waiting to be unlocked and entered the market. To put it metaphorically, it’s like a powerful engine equipped with a second-hand braking system—running fast, but when it comes to emergency braking, the risk is there.

On the other hand, AR’s short-term gains have indeed been suppressed, and the market enthusiasm appears somewhat subdued. Many people are thus wavering, but this is precisely the moment to pause and reflect.

The above is just my personal analysis based on years of trading experience and does not constitute any investment advice. The crypto market is ever-changing; being cautious is always the right approach.

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WhaleMinion

· 01-06 02:38

Consistent investing actually demonstrates stability, and I don't see it as bearish; I agree with this point. Basically, it's about choosing to be optimistic but not chasing highs, waiting for the AR stagnation rebound to get in. The weight issue of FIL indeed can't hold up; large investors entering often signals a trend. AR is currently unpopular, which actually indicates a bottoming feature; loneliness is the best opportunity for building positions. This operational approach is clear and much smarter than blindly following hot trends.

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LightningWallet

· 01-05 10:02

Stopping the regular investment ≠ being bearish. I agree with this logic, but I'm a bit worried that after you’ve analyzed so many fundamentals, will AR really be able to turn around?

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MEVSandwich

· 01-03 15:52

Regular investing ≠ being bearish. I respect this logic; it truly requires calm analysis rather than following the trend. The pile of high-position trapped chips in FIL is indeed a hidden risk. The real test will come when the unlocking wave arrives. AR's period of silence might actually be an opportunity. It all depends on who can endure until that moment.

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AirdropHunterWang

· 01-03 15:51

Stopping regular investments doesn't mean being bearish. I understand this logic, but I still feel a bit uneasy haha That pile of trapped FIL chips is really heartbreaking, the analogy of the braking system is perfect Is AR now quietness actually an opportunity? I'll wait for your next phase of actions

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NotFinancialAdvice

· 01-03 15:50

Switching to a fixed investment track, I understand this move, but that pile of unlocked FIL chips is really a hidden risk.

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AirdropHuntress

· 01-03 15:46

Hmm... The high-level trapped orders in FIL are indeed heartbreaking. For the unlock tokens, we need to carefully examine the specific release schedule. --- Stopping regular investments ≠ being bearish. There's no problem with this logic. The key is when will the AR bottom be truly confirmed? --- Is the braking system second-hand? Oh my, that hits the core issue directly. But we need to pay attention to wallet addresses when the unlock tide begins. --- AR's silence might just be brewing. Waiting patiently for an opportunity is always better than chasing highs. --- High popularity of FIL doesn't mean it's safe. Large investors can exit at any time. --- If you have to choose between these two tracks, it still depends on tokenomics design. Don't be fooled by the ecosystem's prosperity. --- Pausing regular investments can be more rational. It's much clearer than blindly bottom-fishing. --- Adjustments made after research and analysis—that's the right attitude. Don't be greedy.

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FudVaccinator

· 01-03 15:33

Consistent investing doesn't necessarily mean being bearish, I agree, but the bunch of unlockable tokens for FIL is indeed a bit concerning. What’s with the silence on AR? It’s just accumulating strength. Wait, isn’t your logic reversed... By the way, this comparative analysis is somewhat interesting, but the real test is still ahead.

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