TangZ

Many people are still waiting for that “final drop.”
But even if BTC does see that final drop, high-quality altcoins may still find it difficult to return to their pre-launch prices.
The market may now be in the accumulation phase. Do you really want to make such a big bet and risk missing out entirely?
At the very least, I suggest setting two lines for yourself: one for buying the dip on the left side, and one for capitulating on the right side.
Capitulation means that the market structure has already changed, you admit that your judgment was wrong and that you will not be able to buy the bot

A reminder to everyone: at the start of a bull market, make sure to hold on to your gold-like precious chips, and never trade gold for garbage.
Truly valuable, quality projects can generally be explained in one very short sentence:
Hype: The leading Perp Dex
Lit: The potential second-largest Perp Dex benefiting from RH and favorable US regulation
Pump: The largest Meme Lauchpad
Pons: The largest Meme Lauchpad on RH
Uni: The largest Amm Dex
Pendle: An on-chain monopolistic interest rate trading platform
Polymarket, Morpho, AAVE, and many, many others
So everyone should be wary of projects whose

I was hospitalized for a few days recently for minor surgery, so I didn’t post any updates. I’m back now.
Everyone should still take care of their health. When you’re healthy, life has 100 worries; when you’re unhealthy, life has only 1 worry.

The front-runners on Fomo still know what they’re doing: they recklessly rush into other memes, but hardly any front-runners are rushing into this one.

solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN is definitely solid: it’s the gateway to super apps on Solana, its tokenomics have been revised, token-capture proposals and such have been added, and the unlocks are also in place.
Moreover, this token has barely risen from the bottom, unlike solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL, which has already doubled in a previous rally, making its current performance so frustrating.
The main reason to buy solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL is to bet on the JTX option. Assuming JTX underperforms expectations, solana:jtojtome

“The road is long and difficult, but progress brings arrival; keep moving without stopping, and the future is promising.”
We all know that good assets can rise several times over in a bull market, but the process will never be smooth.
It has already risen so much—should I sell some? What if it retraces?
Everyone else’s coins are rising, so why isn’t mine? Should I rotate into another position?
Everyone says it’s going to fall. Should I sell some first and buy back later?
Think independently, then stand firm in your conviction.
If your conviction is right, you will gain wealth; if it is wrong,

The crypto market has been suppressed for too long; even shitcoins are soaring.

I estimate BTC will trade sideways for a while after reaching a certain level, then pull back before surging higher.
I’ve already allocated over 50%; I’ll try to allocate another 30% during this pullback. Then it’s time to watch the bull market performance.

“When future generations read of demons, let them ask not ghosts and gods, but the common people.”
I believe that as AI technology advances, China’s film and television productions may actually gain an advantage and overtake their counterparts.
Lower costs and streamlined processes mean that the various unsavory characters entrenched in every part of the industry and colluding with one another can no longer monopolize it.
Talent is everywhere among the people. China has no shortage of capable individuals and boasts the world’s richest cultural and historical subject matter.
Against the broader

Of course, assuming the future meme market can nurture a few mega blue-chip Memes like pepe, its liquidity and fee advantages will become apparent, and the market will become segmented: some will focus on blue-chip Memes, while projects like Pons will focus on lottery and long-tail Memes. However, we are currently in a bear market, so this is relatively difficult. This can be left for future observation.

The timelines are all shaped by lessons from Korean and US stocks. Honestly, I find it hard to understand: after being in the crypto space for so long, don’t people really not realize these truths?
1. There can’t be a market that keeps going up forever—no matter how good things are;
2. There can’t exist a market where all retail investors can mindlessly profit hand over fist, especially when the macro economy is clearly not doing well right now.
If you can recognize the two points above, you might still feel compelled to participate, but at least you definitely wouldn’t go all-in on high lever

Today Claude was banned again—this is the second time. It really enrages me. It’s forcing me to start building a crypto research and investment (投研) agent system.
Because I still need to write long research reports these days, I’ll take 2 days off and then write the bottom-fishing targets. Writing every day is definitely exhausting too.

Have two days off over the weekend—everyone have a great weekend!