Very few people in the circle truly understand me because I never explain my position.

My resume is quite different from what most people imagine. Born after 2000, Xiamen University, majoring in art. I am also a long-time fan of ACG (anime, comics, games), loving various anime and games. Titles like Jujutsu Kaisen, One Piece, Demon Slayer, Sword Art Online, Honkai: Star Rail, and Delta are all my favorites. You might also see me at various concerts like K-pop, C-pop, and traditional Chinese music festivals.

I don't come from a finance background, nor do I hail from a traditional trading system. I am more like someone who accidentally wandered into this card table from outside the system.

When others face liquidation, it's an emotional collapse; for me, it's a review. I analyze positions, counterparty, narratives, and time windows one by one, like dissecting a market corpse that hasn’t cooled down yet.

But I realized early on that one thing: financial markets do not reward hard work, they only reward those who understand the structure. I do not believe in genius traders, nor in so-called insider information. I only trust three things: macro liquidity, on-chain data, and the nearly stable and repetitive behavior patterns of humans under high leverage.

While most people are still discussing ups and downs, I am already charting cycles. When others debate bullish and bearish positions, I am judging how long this narrative can last.

I have always felt that the crypto world is not a new world, but rather old problems magnified infinitely.

For a while, I frequently appeared in some small circles. I did not speak, nor did I take sides. I only repeatedly confirmed two things: where does the money come from? Who ultimately pays the bill?

Six months later, many people realized that I had already left the stage early. I have always remained vigilant about "labels". I don’t give calls, nor do I become a believer, and I don’t turn judgments into a traffic business. I am more like an allocator, positioning at the bottom of the cycle and reducing positions at the emotional peak. Some say I am conservative. But the same group of people, after several rounds of bull and bear markets, have already changed account owners several times.

So now I occasionally leave a few seemingly casual judgments on Twitter. I don’t explain the logic, nor do I persuade others to follow. It’s more like leaving a timestamp for my future self.