So, why I decided to allocate 50% of my capital to NOT.
First, although this coin is considered a meme coin, I personally do not consider it a meme coin. This coin is closely related to Telegram; it is already possible to buy advertising there with this coin.
Plus, this is the first coin from the 'tapolok' category; for me, this is also a signal, since the first meme coins also grew significantly, so roughly speaking, this coin is the first in the era of tapolok. After Durov's detention, the coin fell by 20%.
But I also have the opinion that Durov will not be imprisoned, they will delay him, and then release him, which will be a reason for the growth of the TON network as a whole (and therefore a plus of about the same 20% that fell on this news), and this is aside from the development of the NOT roadmap, approaching a bull cycle in general. Also, historically, before elections, the dollar rises, money is distributed to the population a couple of months before and after the elections, and then there is a weakening. Additionally, I expect in the next year or two, a calming and fading of conflicts between Russia and Ukraine, as well as Iran and Israel.
I also think that the TON network will not ruin its reputation for the sake of one coin that will scam.
And I remember Durov's post, with the words: 'I will sell only when the price makes 100x, and I don't need that much.'
And in the aggregate of all these factors, I believe that this coin will show somewhat greater growth in a bull market than other coins.
And for me, it is safer to hold capital in 5-7 coins rather than in everything at once.
The next post in 2 days. I write all this only because there are no crypto enthusiasts in my circle, and this is just a blog for me, where I decided to share my opinion; your opinion will not influence mine.