Recently, I have deliberately started to reduce some purely emotional speculation.

Sometimes making quick money in the short term can actually cause people to gradually lose their judgment of "value" itself.
Every day chasing narratives, jumping on hot topics, watching capital flows,
After a while, people will slowly get used to only being interested in "volatility."
But volatility does not equal value.
Many things rise simply because of liquidity, sentiment, and shareholding structure.
Whether it has long-term significance is actually two different things.
I am increasingly able to understand why truly skilled investors are mostly very quiet.
They study the supply chain, bottlenecks, real needs,
Research those things that may seem "unsexy" in the short term but could change the productivity structure in the long run.
AI, robots, optical communications, energy, supply chains…
The truly worth researching areas in these directions are actually far more significant than daily emotional fluctuations on the chain.
The most dangerous thing in the market,
May not be losing money.
But in long-term high-frequency speculation,
Gradually losing the ability to think independently,
Finally mistaking gambling for investment.
I still want to slow down a bit.
Less noise,
More things that can truly settle and accumulate.