Discuss the investment opportunities in the A-share market for the last four months of 2025.
1. I won't elaborate on semiconductor tech stocks anymore; there's no cost-effectiveness in chasing them now. Those that haven't risen from a low position are basically junk. When the semiconductor sector adjusts, they will be the first to go. It’s better to buy Cambricon than to buy low-position junk. In this market, you should either chase the highest or buy the lowest; don't buy in between.
2. Special valuation, special valuation, still special valuation. The repricing of Chinese assets has not yet

Elon Musk probably hasn't given up on $DOGE Dogecoin, likely due to regulatory reasons making it inconvenient to advocate, so he has his lawyer take the role of chairman of the Dogecoin treasury company, trying to replicate the $ETH trap on Dogecoin. Although this kind of operation is like a Ponzi scheme of stepping on both feet, as long as the price is pumped up, who cares about so much? It’s just important to retreat in time before the bubble bursts.

Comment on the leader of the RWA track $ONDO
ONDO is the leader in the RWA track, serving as a bridge to move traditional financial assets onto the blockchain. The underlying idea is very clear: government bonds and money market funds in the traditional financial world essentially provide stable returns but have high thresholds, making them inaccessible to ordinary retail investors. ONDO transforms these types of assets into on-chain tokens, directly connecting crypto users and institutions, which is why it is seen as the face of RWA.
ONDO is backed by a legitimate compliance route, not some w

The crypto world is filled with several voices now.
1️⃣ Longs
"Brothers, get on board! The next tenfold or hundredfold opportunity is right in front of us!"
They are always touting opportunities but never tell you the risks.
2️⃣ Short sellers
"It's over, the bubble is about to burst, the crypto world is a Ponzi scheme!"
They always predict a crash, but unfortunately, while they talk bearish, their wallets are full.
3️⃣ Buddha-style faction
"Here, take it. It will go up sooner or later."
They are the most stable, but also the easiest to miss the right time to run.
4️⃣ The 'cut leeks' faction (p

$SOL is currently stronger than $ETH. I also emphasized during the livestream some time ago that SOL looks like it's taking over the market baton. As long as the overall market stabilizes, SOL has the potential to challenge new highs. Those institutions' strategies on ETH might be replicated onto SOL.

Recently researched stablecoin track
The projects worth watching relatively are the following few.
MKR stablecoin: DAI USDS
ENA stablecoin: USDE
FXS stablecoin: FRAX
LQTY stablecoin: LUSD
SNX stablecoin: SUSD
CRV stablecoin: crvUSD plans to issue
AAVE stablecoin: GHO plans to issue
So based on the market share of stablecoin,
Which project do you think has the most potential???

Many people have a misconception that as long as the Fed listens to Trump and starts to cut interest rates wildly, Crypto Assets will enter a bull run. In fact, this view is incorrect.
The reason the US dollar can maintain its status as the global reserve currency is not solely due to the size of the US economy, but because it has institutional credibility, and people believe it won't be easily manipulated by politics. Once the independence of the Fed is lost, the first to suffer will not be others, but the US stock market itself, and the credibility of the dollar will also be directly discoun

This is the most regrettable investment in human history, the biggest miss out, without exception!
In 2019, Masayoshi Son sold off 4.9% of his shares in NVIDIA for about $4 billion a year before the stock price exploded, which means he still incurred a slight loss when accounting for the investment cost.
In 2020, NVIDIA's stock price began to soar. To this day, Masayoshi Son's 4.9% stake from that year is now worth $200 billion, a 50-fold increase from the original $40.
If Masayoshi Son continued to hold Nvidia today, he would be the richest person in the world, with a personal fortune exceedi

I actually hope this bull run ends soon.
Bitcoin is now around 110,000, after spiking to 124,700 and then pulling back. Currently, altcoins have collectively crashed, and many people are starting to panic, wondering if a bear market is coming.
In fact, this is quite normal. Many people who believe in the four-year cycle become paranoid every time the price corrects, worrying whether the bull run has ended. However, those who truly believe in a long bull run are rarely decisive enough to accumulate above 100,000. The usual outcome is that when the correction happens, some people exit, while tho

The Bitcoin market is experiencing severe turbulence: on-chain data shows that an ancient Whale holding 80,201 BTC, with a cost of only $1.76 per coin, conducted a large-scale sell-off through Galaxy Digital in July, transferring nearly 30,000 coins in a single day, involving an amount exceeding $3.5 billion.
This batch of assets that had been dormant for 14 years suddenly activated, causing the BTC price to fall below $115,000 in a short period, and market panic quickly spread.

Recently, in OTC Trading and among market makers, ETH is more popular than BTC:
1. Institutions and large holders prefer ETH
ETH is not just digital currency; it can run various smart contracts, DeFi, RWA, and even NFT and AI projects.
Large investors buy ETH not just to increase its price, but also to stake it for interest, which is much more cost-effective than simply holding BTC.
2. Higher trading activity
Market makers prefer coins with high liquidity, and the trading of ETH against USDT and USDC is more active than that of BTC, making buying and selling more convenient.
This means that la

Ten years ago, my fren told me to buy BTC.
In 2016, my fren told me to buy ETH,
In 2019, my fren asked me to buy SHIB
In 2022, my fren told me to buy CCDS.
In 2023, my fren told me to buy pepe.
In 2025, he asked me to buy okb again, but I did not fall for it; I know this is a scam.
It's a good thing I didn't buy any at that time, now those friends who bought BTC and ETH are all lazy, doing nothing, living like waste, driving luxury cars worth tens of millions, accompanied by beautiful women, traveling around the world, what kind of life is this?? The key is this is not the life I want to live!

Is the leading FIL in the storage zone still hopeful???

FIL itself is a very good project, with a very clear vision and a reliable team.
The biggest reason this project went wrong is that a large part of the people in the country turned it into a pyramid scheme.
A few years ago, I was in many groups where there were sellers of FIL mining machines everywhere.
People who bought FIL mining machines, the fewest were 70,000, while the most bought several million, and basically they are all trapped.
Can these trapped people recover their losses in a bull market? I think it's very difficult. The op

Currently, there are two types of people in the market.
The first type of people start to regret not buying the dip two days ago, but it's not because they've figured out the market logic that makes them regret it; rather, it's because they've missed out on the market movement.
If they are given another opportunity to buy at the bottom, they still won't seize it, ultimately attributing this missed chance to bad luck rather than their own lack of understanding and execution.
The second type of person is reluctant to sell when emotions are high.
Always think it will rise, afraid of missing life

Master the signals of the peak in this bull run, and withdraw in time to avoid being trapped!
1. Price
Generally speaking, during a bull run, the market rises more than 2 times, and Bitcoin rises 2-3 times.
When Bitcoin has been consolidating for a long time and altcoins have almost all risen, it's time to be especially careful. At this point, the market has already seriously exceeded and overdrawn future value, and one must learn to stop at the right time.
2. On-chain transaction volume
During a bull run, on-chain transaction volumes typically expand significantly, and funds flow frequently.

The ones after ETH are BNB.
Those who missed XRP also missed HBAR.
Missed LINK also includes PYTH
Those who missed AAVE also missed MORPHO.
Those who missed LDO also missed EIGEN.
Missed OG and CHZ.
Missed SUI and SEI
It's only when the opportunity falls out that
The vast majority of people dare not get on the bus.
Important Note: This does not constitute investment advice and only represents personal opinion.
It's not about buying now, but about joining the alternatives.

A succinct critique of alts in the RWA space.
HIFI: Quietly waiting for the delisting to resurrect.
EPIC: The small market cap is close to full circulation, and it feels like it will replicate last year's USUAL trend. Currently, not many people are paying attention.
SYRUP: The price has increased too much in the early stage and is currently consolidating.
AVAX: The project team has already laid flat.
RSR: Recently listed on the CD contract, but considering the hype last year, I think I'll pass.
TRU: My intuition tells me it will be tagged for observation.
OM: Those who are bold can buy, anyway

I have also been reflecting these past few days on how Ethereum has moved from 1300 all the way to now, and on the weekly chart, we can see there have been three instances of a fall exceeding 10%: once in June, once in July, and then this time.
Many people panic when they see this kind of fall, wondering if there will be a crash.
But my personal understanding is completely different:
Weren't the last two times also a similar fall? What was the result? After the pullback, the market continued to go up. Every time the market panics, it's actually the big funds washing out and clearing the floati