This week, most of the withdrawals have been completed, and here is the total asset report for the crypto circle.

U: 15wu
Asteroid (ETH): 15wu
Asteroid (SOL): 7wu
The rest in ETH, BNB, SOL: 3wu
All remaining funds have been moved to A-shares, Hong Kong stocks, and U.S. stocks.
One good thing about Interactive Brokers is that cash automatically earns interest, so I’ve been holding cash in index funds, with storage, aerospace, and light industry sectors making up most of my U.S. stock holdings. The rest is all U earning interest, dollar-cost averaging.
I bought light industry in A-shares, and I regularly invest in the Sci-Tech Innovation 50, firmly believing in the future of the A-share market.
In the crypto circle, I use a small portion to gamble big, accounting for 10% of total funds, 10% in cash, 50% in U.S. stocks, and 30% in A-shares.
It feels very comfortable, I sleep well every night, and I don’t get into fights with others over some disgusting things in the crypto world.
Now, let me share my thoughts on Asteroid. I still remain optimistic about ETH on both sides, but I’ve noticed more and more people shouting about SOL these days. Many KOLs have bought high-odds SOL, and I firmly believe in this IP, expecting it to reach 1 billion.
If ETH wins, my crypto assets will appreciate by at least 80-100wu; if SOL wins, they will increase by about 200wu. Both of these gains are based on selling in batches.
Honestly, I should be optimistic about SOL, but I actually believe more in ETH. After so long without any good news, maintaining above 100 million, it feels like Pepe’s pumpers are taking over the game. As for SOL, I think most of the top positions are still held by Chinese KOLs, and there aren’t many big whales involved. It’s mostly maintained by KOL hype to keep the market cap afloat.
Anyway, no matter what, I won’t lose because ETH is profitable, and I’m slowly selling my SOL holdings too. Please continue to support my bag with your calls. Thanks in advance, everyone!