To be honest, the market data these days has indeed been unsettling.

Bitcoin has broken through the psychological barrier of $100,000, and altcoins are in a state of wailing. The people who usually chat enthusiastically in the community suddenly stopped talking - this silence, on the contrary, makes me feel a bit interesting.

Why? Because that's often how the market works; when everyone is quiet, the turning point may be near.

There is a key point at the end of November that many people have not noticed. The U.S. government is currently in a shutdown, economic data is not being released, and the Federal Reserve is also watching closely, resulting in the entire market being filled with uncertainty and speculation. However, the shutdown cannot last forever; once it reopens, the backlog of data will be released all at once, and the expectations for interest rate cuts are likely to be reignited. By that time, if the U.S. stock market rebounds, the cryptocurrency market will likely take off as well.

Looking at the policy direction again. A key figure recently mentioned the need to promote the United States as a superpower in cryptocurrency. Although the specifics of how this will be implemented are still unclear, it at least sends a signal: the regulatory attitude is loosening.

At this position, the sentiment has already dropped to the bottom. No one believes it will rise, and no one dares to bottom fish. This may actually be the time with the lowest cost. I'm not saying you should go all in right now; that would be suicidal. What I mean is that you can start to slowly accumulate your position in batches.

Buy a little every time it drops to average down your cost. Each purchase you make now essentially bets on three things: the government resuming operations, the Federal Reserve restarting its easing cycle, and the fulfillment of policy commitments. As long as one of these bets pays off, there is hope for the market. The price you are getting now is relatively low.

But one thing must be emphasized: don't touch leverage, don't heavily invest in a single position.

What you need to do is not to bet on the right direction all at once, but to ensure that you can survive until the day the market truly arrives. As long as you don't get liquidated, these cheap assets in your hands will be your foundational advantage when the next cycle starts.

The colder the market, the clearer your mind must be. When others are in panic, perhaps it is the right time to take action.