Market enthusiasm is just enthusiasm, project prospects are about potential, but blindly following the trend is another matter entirely. The leading projects in the first camp have a market cap of around 18 million, which is a recognized top-tier position; the second camp of leaders remains stable at about 7 million, with a clear market capacity. If I were to chase after a 10 million project with insufficient confidence, or spend heavily to copy a token with a 5 million size, it would be purely treating risk as investment — this is not a matter of whether one is optimistic or not, but of treating oneself as a leek (a term for naive investors). There is never a shortage of heat in the market; what is lacking is rational pricing and risk awareness.