10.14 Strategy: The market prices in and digests all information; both positive and negative catalysts will ultimately materialize. The biggest negative catalyst currently is “Iran’s high-intensity attacks on shadow-fleet shipping,” with rising oil prices pushing up inflation; the market is currently betting on “September CPI coming in below expectations and inflation falling” (to be released tonight, October 14, at 20:30), and we believe the result will be “better than expected, with inflation declining.” The Federal Reserve is closely watching core CPI. Core CPI (excluding food and energy, the Fed’s anchor indicator): as long as housing, services, and wages continue to decline, even if oil reaches 120 (currently 106), it will not trigger a rate hike. The turning point in U.S. inflation has arrived, the inflationary effect driven by AI has peaked, and employment continues to decline. The Middle East oil-price shock is an external disturbance that is unlikely to reverse the downward trend in inflation; buy the dips. In one sentence: Geopolitical negative catalysts suppress the rebound; trade the CPI uncertainty with grid-based buying on dips. #ETH永续合约

People keep asking me how to manage a multichain wallet without losing my mind. Honestly, I haven’t figured out the optimal solution either—I just learned through trial and error. These days, every chain issues its own tokens. Once you claim airdrops, your wallet is full of scraps: Ethereum mainnet, Arb, OP, Base, Solana… Open it up and it’s all stuff worth a few cents, with gas costing more than the tokens themselves. I once tried using some multichain wallet that claimed to consolidate everything in one click. Then a bridge transfer got stuck for six hours, and I nearly thought my funds were gone. Since then, I’ve stuck to doing things manually. My dumb approach: keep only long-term holdings in the main wallet, and create a “dumping ground” sub-wallet specifically for airdrops. If something is worth money, I manually bridge it back into the main stash. Recently, ETF funds have been flowing in and out, and whenever US stocks wobble, crypto follows. At times like this, I’m even more reluctant to use random bridges. I’d rather pay a little extra gas and use official routes for peace of mind. To put it bluntly, asset fragmentation is an incurable disease in the multichain era—you can only get used to the mess. Anyone got any unconventional tricks? Please share.