我为什么投这个？ 预期是什么？ 进入时机好不好？ 仓位够了吗？ 别人的反面评价会让我保持坚定还是开始怀疑？ 我希望明天和下个月都上涨5倍并抛售获利，还是希望项目能够在长期取得大发展？ How does Multicoin play it? Play a game of being “non-consensus and right.”, it is not enough to just be right – you must be right about something that everyone else ridicules or ignores. How to do it?Thesis formation. Some funds operate opportunistically, investing in great founders that surface new ideas. That’s not Multicoin’s style.Sourcing opportunities. Once Multicoin has a thesis in mind, it sea...