Chapter 606 – Metaverse
Field visit.
Touring the fair has great meaning.
‘Going to a company.’
It is not important to individual investors.
All you have to do is absorb the volatility of the market.
Institutional investors often make long-term investments.
There is a need to consider the company’s value.
“We, Miracle Games, create mobile games that target the tastes of male gamers…”
“But.”
“Yes?”
“Where is the developer?”
There is nothing like meeting the people involved.
Is the company worth investing in?
‘Because it looks rough.’
Financial statements, corporate analysis, consumer response, etc.
Those things are definitely important.
However, there are some things you can only know by looking at them.
I am sincere about the game.
“I am the developer! Me!”
“Oh, I see.”
“Whatever you want to ask…”
“There is nothing in particular.”
“Yes?”
Preconceptions.
Even if you say that, there is nothing to say.
How can you judge a person just by looking at their appearance?
‘In IT terms, that’s called big data.’
This isn’t the first time I’ve met industry insiders once or twice.
If you meet like that, you will understand.
—————————–±
『Virtues of an IT Developer』
1. Turtle-neck
2. Glasses
3. Water chestnut or fat
4. Skin trouble
5. Wearing it roughly
6. Roughly cut
7. Awkward speech
8. Like a social misfit
±——————————————–
Standards for judging developers.
You must get at least 5 points here to be a good developer.
“It looks fine. What’s the problem?”
“You look like you have a good social life.”
“What?”
There is such a thing.
Developers have a different way of life than ordinary people.
‘The coding is a bit bad.’
It can also be called a ‘computer language.’
Just as there is a difference between the English culture and the Chinese character culture.
“People who belong to the coding culture have those characteristics.”
“I’m at an event, so I might have made it up, right?”
“Coders don’t insert such useless things into their code.”
Optimization.
This is the consensus of people in the coding culture.
Coding pursues the aesthetics of simplicity.
‘That way bugs don’t occur.’
I worked hard to optimize it, so you want me to add something else?
Even if I die or wake up, I don’t want to do it.
The same applies in everyday life.
I try to live an extremely efficient life.
“If it’s not development, that person will starve to death. It’s only those who think like that.”
“What are you going to do if you just live alone?”
“That could be possible.”
Of course, there are cases where he is just an asshole.
It is not the so-called Himsunjjin, but just Jjin.
‘That’s what first impressions are all about.’
It can’t be 100% correct.
This is to filter out land mines.
Game expos are the optimal environment.
Each game company is gathered in one place.
The executives and employees are doing their best to attract investment.
“There really are people like Honmono. Although I wouldn’t say it in front of myself.”
“Check out those companies.”
“I feel guilty.”
It is good to check first.
Which companies are really worth investing in?
‘If you guess from among them, you will get the size.’
Institutional investment.
We pursue stability by constructing a diverse portfolio.
The idea is to pick a company that could be successful and take a stab at it.
But that’s what happens in the fire place.
“But like you said, it’s a bubble market, right? I want to focus on shorts rather than longs…”
The fire is burning so brightly.
So much so that I wonder if it can burn any further.
‘That’s why we take long and short together.’
The operation team also changed its strategy.
It is an effective method in the current market.
Turn off risk.
It also maximizes profitability.
In theory, it’s perfect.
“It means that risk management is not possible for stocks without derivatives.”
“You’re so scary. Your breasts are so big.”
“It’s your money.”
In reality, it is not a simple story.
Shorts are more difficult to hit than longs.
‘Because it hasn’t been listed.’
It’s clearly a bubble?
Even if you want to hit short, there is no way.
Even if it is listed, it is a problem.
There are many stocks without derivatives.
Daily News− 「KOSPI, KOSDAQ… Once incorporated globally, futures and options trading is also possible.”
It is a special characteristic of the Korean market.
Because the market is small, only some stocks have derivatives.
Futures are the top 150 stocks.
Options are the top 35 stocks.
Below that, only short selling is possible.
‘So there is also a good point.’
The early days of the food market.
This is why stock prices were able to rise like crazy.
What if there was a futures market?
Because predictions would have been made with front month and next month contracts.
“Large game owners are stagnant in spot prices, but overdue contracts are overvalued, so it is difficult to do either of these.”
I can understand Sora’s concerns.
Because it is visible, it is more difficult to judge.
‘The longs are too strong to go short.’
Increased pitching depth.
It is overvalued as reflected in the overdraft.
Long is also not the answer.
I only placed the overdraft contract and did not buy the spot contract.
“The more I look around, the more I am convinced that it is a bubble.”
“Are you so sure?”
“Oh, I really can’t hit you.”
Of course.
If there is an opportunity in the market, both a dog and a conch will make money.
‘It’s better than being a fool who falls for confirmation bias.’
There is no absolute in this world.
The same is true even if you know the future.
You can change it as much as you like.
With the influence of money and attention.
“What do you think is the biggest difference between an institution and an individual?”
“Money?”
“Ding.”
“Information power?”
“Your breasts are huge.”
“&%@$%@%##%!”
The Korean market is narrow and closed.
Only those who eat it.
For that to happen.
‘There is a reason.’
Spread information.
Take a picture of the stock price and press it.
At some point, it became a fact.
This is a common tactic used by organizations.
There is no reason not to follow it.
“Isn’t it a scam?”
“Do you think it’s a scam?”
“No, in this case, it’s not fraud, but…”
“That’s the real investment.”
Much smarter.
If you support it with evidence and action, you can lead the market.
It is difficult in Korea.
Until now, I couldn’t decide if I wanted to.
‘Now I have it.’
It is time to introduce local investment methods.
* * *
Clear blue sky.
It has no choice but to be interpreted that way.
In a market that was only rising every day.
〔Korea Stock Gallery〕
─Even if others don’t know, you should believe the profit and loss balance
─I read the CW Securities game stock report, and it is cheap
─If there are any bastards who bought game stocks after reading this article, I’m happy haha
─Reason for today’s game stock adjustment
．
．
．
It causes ripples.
One investor’s remarks dampened the upward momentum.
─Reason for today’s game stock adjustment
[Lee Chan-wook’s article criticizing Metaverse. News]
The profit and loss balance is so damn good ㅇㅇ
Metaverse and NFT are trash and useless for anything
└Fuck you, you bastard!!
└Is my account destroyed because of the profit and loss account?
└(Frog Cone with a Bamboo Spear)
└Regardless of whether that statement is true or not, its influence is limited…
CEO Lee Chan-wook.
These are three letters that no Korean person knows.
This is especially true for investors.
We have taken steps that are truly legendary.
─If there are any bastards who bought game stocks after reading this article, I’m happy haha
[Article by Lee Chan-wook, who visited the Game Expo. News]
Fuck me first
└It was not a festival, but a funeral hall ㄷㄷ
└I came after seeing the abyss
└It seems like they sold it because they were shocked when they saw the level of domestic game companies
└There are so many scammers doing metaverse stuff
It will have an impact.
Game owner.
It is the hottest sector in the market recently.
There is also controversy over overvaluation.
Although it has been sustained by one metaverse.
─I read the CW Securities game stock report, and it is cheap
To summarize
The burden of labor costs is increasing
I don’t see any profit model like this
Metaverse and NFTs are creating a lot of bubbles
└If you buy the metaverse here, ㄷㄷ
└If this report and what Lee Chan-wook says are true, an adjustment in game stocks will be inevitable.
└Oh
└Their report is written neutrally and well, so it is trustworthy
That is a bubble.
It’s a fraud.
It was a shocking statement.
Investors are understandably agitated.
It’s like foreshadowing a plunge in stock prices.
─Even if others don’t know, you should believe the profit and loss balance
[CW Securities trading trend capture. Jpg]
[CW Securities ETF proportion capture. Jpg]
It has sold a lot in the past week
ETFs are also reducing their weighting
I’m selling this sincerely, but if you don’t listen, go out and search.
└It looks like it’s a point to chew on
└I won’t trust a bastard who won’t trust me even if I give him the answer sheet. LOL
└What the hell is that bastard?
Author− Please don’t listen to Prop Ik-jwa^^ I make money thanks to you guys
Let’s talk.
It has to be there.
This is a stock that was doing very well.
Isn’t that person wrong?
Although there are some voices of criticism.
─Now there are people who are criticizing profit and loss accounts
Then, overview, like bastards
They tell me to buy it in front
Are you satisfied with selling behind the scenes?
Even if it hurts a bit right now, it’s better to give it a chance to sell.
└People don’t know how much they appreciate the consistency of words and actions
└ㄹㅇ The problem is that they don’t tell you
└Do you want to calculate profit and loss? Are you a red speculator? Qㅠㅠㅠㅠㅠㅠㅠㅠㅠ
└Even if I teach you, it’s damn good haha
Performance as an investor.
Recognition as CEO.
The more people you know, the more it touches you.
There are more people supporting us.
That has a negative impact on the stock price.
—————————–±
『KODEX Game Industry』
13,570 won ▼1,755 won (−12.93%)
[Graph that rose steadily and then suddenly plummeted. Jpg]
±——————————————–
It causes a plunge.
Stock prices are falling day by day as fearful listings pour in.
It also becomes an opportunity.
The psychology of the public is changing.
─NFT〈〈No one can explain it accurately haha
[? Frog meme. Jpg]
I don’t know who sold it or who made it, but I’m buying it
└But isn’t that the same for coins?
└Coin users make money, but NFT users don’t have idiots like this haha
└A rare bubble
└In about 10 years, it will likely be included in textbooks as a case of fraud
Public opinion is tilting.
Trust in the metaverse and NFTs is rapidly eroding.
