#机构采用 Seeing signals that institutions are all positioning in spot markets, I have to remind everyone of an overlooked detail—does the argument about this wave being the "best investment zone" sound familiar?

I used to be fooled by similar claims. Back then, there were always big influencers saying, "Now is the bottom; just endure the volatility and you can make a few thousand dollars." But what happened? The volatility wasn't endured, and a few hundred dollars of drawdown directly turned into thousands of dollars of loss. I later realized that when everyone is talking about "big benefits next year," that's precisely the most dangerous moment.

Now, more and more institutions are using this kind of rhetoric. Rate cuts, policies, blockchain integration—these positive factors do exist, but the problem is—they've already become consensus. The good news you can think of, can the big players not think of it? They've already laid out their plans in advance. By the time retail investors follow the trend and enter the market, the role of the sucker has already been decided.

The real defense isn't guessing how many benefits will come in the future, but asking yourself three questions: What are the fundamentals of this project? What is the true purpose of the institutions' layout? What's the maximum drawdown I can tolerate? If you can't answer these questions and just rush in, no matter how good next year looks, you won't make any profit.

To survive longer, you must stay alert to "consensus."