2026-01-18 07:26:24

Many people think that all the opportunities have been exhausted by developed markets, but that's not the case. Many domestic projects may not be as popular as those top-tier projects, but the underlying innovative logic and market potential are definitely worth exploring deeply. Simply put, the market's recognition of these projects is still in the lagging stage.

Look at those dark horse projects that emerge last; they are often the ones overlooked by the market in the early stages. The Chinese track is similar—it's not that the projects lack value, but they haven't been fully priced yet. If you can discover them before their value is recognized, the change could happen in an instant.

The key is to have patience and to learn how to discern. Not all projects are worth betting on, but those that are could change your rhythm. That’s how this market works—opportunities and risks always go hand in hand. But the prerequisite is that you must see what others haven't seen yet.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
5
Repost
Share

Comment

0/400

TokenTherapist

· 6h ago

That's right, the biggest arbitrage opportunity is in the early stage of cognition disparity. The key is really whether you dare to ambush when no one is paying attention. --- The Chinese track is indeed seriously undervalued, the problem is that most people haven't really looked into it carefully. --- I've understood this logic for a long time, the hard part is truly finding that project worth betting on... --- The opportunity is still there, but now there are also many fake projects. Discerning ability is the core competitiveness. --- The project you are optimistic about requires patience; don't be swayed by short-term fluctuations. --- The prerequisite is crucial; seeing what others haven't seen—sounds simple but is extremely difficult to do. --- Dark horses always appear this way, but I'm more concerned about how to avoid projects that look like dark horses but are actually traps. --- Those who hold the pricing power have already laid out their plans; we can only catch up as quickly as possible.

View OriginalReply0

pumpamentalist

· 6h ago

The so-called dark horse project is just a fancy way of saying gambling. How many actually have the ability to turn things around? Wait, why do I keep being brainwashed by this kind of talk... With such high market pricing efficiency, are there really that many overlooked opportunities? Honestly, most "value mining" ends up just being a trap. To be honest, I've heard this logic too many times. Every time, they say the next dark horse is right in front of us, but what’s the result? Being overlooked early on does not equal worth investing in. How many people haven't understood this difference? The key is to distinguish when it's true insight and when it's survivor bias. Exactly, but the phrase "risk and opportunity go hand in hand" always underestimates the risk part. There are indeed opportunities in the Chinese track, but the prerequisite is having enough informational advantage, which most people lack. So ultimately, is it still a combination of information gap and luck? Relying solely on "seeing what others don't see" isn't enough, right?

View OriginalReply0

RugResistant

· 6h ago

That's true, but how many can really stick with it... Most people just buy in when prices go up and sell when they go down. Wait, are there really that many undervalued projects in the Chinese market, or are we just telling stories again? Discovering value before it's recognized—sounds easy, but what about risk identification? That's the part most prone to failure. Early black horses sound exciting, but have you calculated the probability of exiting unscathed before a major crash?

View OriginalReply0

DevChive

· 6h ago

Early low-heat projects do have opportunities, but the premise is that you can truly distinguish value, not just follow the trend out of frustration. --- In essence, it's still an information gap—who discovers first makes the most money, it all depends on your vision. --- I'm not optimistic about the Chinese track; most are just concept hype. Where is the real innovative logic? --- We've heard "patience" too many times, but most end up in losses. --- Undervaluation ≠ having value. I don't quite agree with this logic; many projects are just destined to be ignored. --- The story of dark horses is always told, but are you a survivor bias or do you really have sharp vision? That's the key. --- Being able to see before others do? Easy to say, but how many failures does that require? --- It feels like gambling on a "moment," and the risk is just too high. --- Discerning ability is indeed a core competitiveness, but most people are still lacking in this area. --- I'm still a bit hesitant about Chinese projects; liquidity and risk are both hanging in the balance.

View OriginalReply0

TradFiRefugee

· 6h ago

You're quite right, but the real question is how to identify them. I've already been duped by a few promising-looking projects. Indeed, early-stage projects can turn around, but only if you can truly see their value, not just rely on luck. There are dark horse projects, but the key is information asymmetry and execution capability; otherwise, no matter how cheap the project is, it can't be saved. Content in the Chinese track is indeed underestimated, but you need to peel away the layer of hype to see the real value. Wait, when you say "seeing what others haven't seen," isn't that just information arbitrage? It feels like we're back to the old tricks. Sounds good, but in reality, most people are betting on fake dark horses. The real advantage comes from luck combined with some knowledge.

View OriginalReply0