In this messed-up era,
Most people's understanding of 'turning things around' is still stuck in physical competition or the ethereal concept of luck.
But true investment has never relied on these things; it is essentially a deep perception of the flow of social wealth.
Many people are asking me in the background,
How should we set up the situation for the next bull market?
The logic is simple to the extreme, the core is six words: Stay true to the fundamentals, only then can you achieve the extraordinary.
The so-called staying true to the fundamentals means you must first find a ballast stone for your own destiny.
I have firmly allocated the vast majority of my positions in those core assets that allow you to sleep soundly during a storm—Bitcoin, Ethereum, SOL, and BNB.
These things are the infrastructure of this crypto era.
Once the bull market surges, they may not be the ones that jump the highest, but they will definitely be able to hold on until the end and allow you to transform that paper wealth into real profits.
For this portion of assets, what I seek is not to get rich quickly, but that kind of absolute certainty that can still be held in hand in this unpredictable market.
With this ballast stone, you have the confidence to 'be extraordinary'.
For the remaining small portion of funds, I will act like a hunter, capturing those highly elastic 'hundred-fold probabilities' that can change destinies.
But remember, I only focus on the strongest narrative leaders and will never touch any miscellaneous coins.
In the Meme track, I never look at obscure technical white papers; most of that stuff is written for fools.
The soul of Meme only has two components: consensus and the tension of the story. Currently, my prey list only has two: one is 'Binance Life', which has already been listed on Binance, and the other is 'GIGGLE', which is deeply tied to CZ's charitable dream.
The reason is simple: a story that can break out and touch the underlying desires of human nature is definitely more powerful than ten thousand lines of beautiful code.
In RWA, which is the track of bringing real assets onto the chain, I only recognize the leader ONDO. Because this is the battlefield of the regular army, competing for the resource endorsement of the traditional world, the strong will always be strong, and in this field, the leader effect will devour almost all the cake.
As for the new public chains and platforms, I will focus on ASTER, HYPE, BG, okb, and the L1 public chain SEI.
Especially SEI, I bet that it can create a brand new ecology in the next round of cycles, just like SOL did back in the day.
Why arrange it this way? Because you need to understand the rotation logic of the bull market. Core assets are responsible for stabilizing your survival base while absorbing profits that overflow from other sectors.
There are three underlying understandings you must see through.
First, focus on the big and let go of the small; capital has memory, it will only gather towards leading projects, and miscellaneous coins will only waste your opportunity cost.
Second, narrative is always greater than technology. In the season of liquidity carnival, a simple and crude story that everyone can understand is the real tool for dissemination.
Third, investment is always the monetization of your understanding.
This is my overall thinking: liquidity-driven, leader effect, and the overlay of Meme's consensus carnival.
I have recorded my overall thinking here, which reflects all my judgments about the next round of cycles.
For the rest, I suggest leaving it to time and cycles. Use a dollar-cost averaging strategy to cope with volatility.
Whether you can catch this in this messed-up era,
Most people’s understanding of 'turning over' still remains at the level of physical competition or illusory luck.
But real investment has never relied on these things; it is essentially a deep perception of the flow of social wealth.
Many people ask me in the background,
How should the next bull market be arranged?
In fact, the logic is simple to the extreme; the core is just six words: maintain integrity, and then you can be extraordinary.
What is meant by maintaining integrity is that you must first find a ballast stone for your destiny.
I have placed the vast majority of my positions firmly on those core assets that allow you to sleep soundly in the storm—Bitcoin, Ethereum, SOL, and BNB.
These things are the infrastructure of this crypto era.
Once the bull market surges, they may not be the ones that jump the highest, but they will definitely be able to hold on until the end and allow you to transform that paper wealth into real profits.
For this portion of assets, what I seek is not to get rich quickly, but that kind of absolute certainty that can still be held in hand in this unpredictable market.
With this ballast stone, you have the confidence to 'be extraordinary'.
For the remaining small portion of funds, I will act like a hunter, capturing those highly elastic 'hundred-fold probabilities' that can change destinies.
But remember, I only focus on the strongest narrative leaders and will never touch any miscellaneous coins.
In the Meme track, I never look at obscure technical white papers; most of that stuff is written for fools.
The soul of Meme only has two components: consensus and the tension of the story. Currently, my prey list only has two: one is 'Binance Life', which has already been listed on Binance, and the other is 'GIGGLE', which is deeply tied to CZ's charitable dream.
The reason is simple: a story that can break out and touch the underlying desires of human nature is definitely more powerful than ten thousand lines of beautiful code.
In RWA, which is the track of bringing real assets onto the chain, I only recognize the leader ONDO. Because this is the battlefield of the regular army, competing for the resource endorsement of the traditional world, the strong will always be strong, and in this field, the leader effect will devour almost all the cake.
As for the new public chains and platforms, I will focus on ASTER, HYPE, BG, okb, and the L1 public chain SEI.
Especially SEI, I bet that it can create a brand new ecology in the next round of cycles, just like SOL did back in the day.
Why arrange it this way? Because you need to understand the rotation logic of the bull market. Core assets are responsible for stabilizing your survival base while absorbing profits that overflow from other sectors.
There are three underlying understandings you must see through.
First, focus on the big and let go of the small; capital has memory, it will only gather towards leading projects, and miscellaneous coins will only waste your opportunity cost.
Second, narrative is always greater than technology. In the season of liquidity carnival, a simple and crude story that everyone can understand is the real tool for dissemination.
Third, investment is always the monetization of your understanding.
This is my overall thinking: liquidity-driven, leader effect, and the overlay of Meme's consensus carnival.
I have recorded my overall thinking here, which reflects all my judgments about the next round of cycles.
For the rest, I suggest leaving it to time and cycles. Use a dollar-cost averaging strategy to cope with volatility.
Whether you can catch this wave of incredible wealth depends on fate, and whether you can maintain that rare composure as an outsider in this world full of material desires.
Follow me, and together we will walk the road to financial freedom. Look at fate, and whether you can maintain that rare composure as an outsider in this world full of material desires.
Follow me, and together we will walk the road to financial freedom.
