GeniusGirlA

Buy assets that hold an important position in the narrative, have favorable token distribution, are potentially driven by influential figures, and generate real revenue and capture value.
What makes an asset excellent? Ask four questions:
1. Position: What is the current dominant narrative (the industrial revolution)? What position does it occupy within that narrative? Is it indispensable infrastructure or a critical bottleneck?
2. Token distribution: Who controls most of the tokens? Who holds ownership and control? What are their costs, constraints, and exit conditions?
3. Momentum: Who is mo

The earlier a person (believes they) know the right answer, the less likely they are to question the question itself.
And this questioning of questions—the meta-question—is precisely the source of our re-understanding and reshaping of the world.
Those who question meta-questions are naturally unwilling to accept ready-made answers. In their youth, they often struggle to fit in; later, depending on their upbringing, luck, intelligence, and talents, they become entrepreneurs, speculators, poets, artists, people with bipolar disorder, and Sanhe drifters.
They are forced into a state that cannot f

I have a misconception: whenever I see a pattern similar to something existing or from the past, I always think, “Isn’t this just copying xxx?” But in reality, the idea and the pattern are not the key. Later entrants can always surpass those who came before through numerous details and the influence of objective circumstances.
iPhone was not the first smartphone, Google was not the first search engine, NVIDIA was not the first accelerated-computing chip company, and AMD was not the first CPU company (yet it caught up with and even surpassed Intel in consumer CPUs!)
The first entrant has the ad

meme is marketing

What does someone want to promote, and what would they pump to promote it?
I suddenly realized this in the restroom at a bar today. I think this is the ultimate criterion for judging all speculative assets.
If I had understood this earlier, I wouldn’t have missed hype; only after realizing this did I dare bet on BP. The same applies to pons, ai, and stonk.
Of course, this is a way of thinking about assets with a strong main force.
When something revolutionary happens, there may not be a single entity driving it. Instead, a technological revolution may drive investment growth across the entire

What does someone want to drive forward, and what would they pump to drive it forward?
I went to a bar today and suddenly realized this in the bathroom. I think this is the ultimate criterion for judging all assets.
Had I understood this earlier, I wouldn't have missed hype; having realized it, I dared to bet on BP. The same applies to pons, ai, and stonk.
Of course, this is a framework for assets with a strong main force.
When something revolutionary happens, there may not necessarily be a particular entity driving it forward. Instead, a technological revolution may drive investment growth ac

Faust, Journey to the West (mainly Sun Wukong), and Ma Dashuai all speak of the same thing: the answer to how a person should face a world that does not meet their wishes.
Sartre and Camus named this “not getting what one wants”—the suffering caused by the discrepancy between subjective will (called being-for-itself) and objective circumstances—“the absurd,” and further named this proposition “existentialism.”
In reality, as an ultimate and enduring proposition of human life, its intellectual genealogy far exceeds the category of popular philosophy known as existentialism. “Existentialism” is

When cold gives way to heat, when will it ever cease?
Time flows onward like the water.
Life and drifting clouds alike wander unhurriedly.
Why toil in pursuit of things beyond oneself?
The moon hangs in the sky, the tower stands by the water.
One must answer it with a deep draught of wine.
Blissfully serene, with neither joy nor sorrow.
For now, let life be free.

Peaceful and friendly cooperation and win-win outcomes between China and the United States are very important to the entire world.

Being out of the market, I’m afraid of missing a big move; holding positions, I’m afraid of a big drop.
I hate bull markets.

If a bear market means losing money, then a bull market means losing money faster.

Chasing addresses and chasing novel concepts—when will it ever end?
Look for the big-picture logic, the macro logic.
A new asset can always serve a certain ecosystem, so whatever that ecosystem needs will shape what gets created.
Aside from macro logic, there is nothing worth participating in on-chain.
Playing with too many memes will rot your brain and lower your IQ.

My anger is anger at myself.
To betray one's own philosophy is to betray everything.

The pain of life often comes from too much information and too many decision points.
Small and frequent stimuli and disappointments occupy our minds, causing us to overlook the truly important questions and our feelings about life.
Life is infinite, but when we pursue infinite possibilities with finite minds, we become lost.
Opportunities are infinite, but when we pursue infinite opportunities with limited energy and knowledge, we become exhausted.
Smart people see infinite opportunities; wise people reduce these opportunities to a finite set of decisions.
There are gains and losses; letting g

A loss is a real loss, and a win is a real win.
But hopefully, the losses are fewer and smaller, while the wins are more numerous and bigger.

I always jump straight to the third level, so when people on the second level lift those on the first level, I don’t make any money.