2026-01-08 10:24:37

Recently, the capital flow in the market has been quite interesting—artificial intelligence chips, nuclear fusion, and satellite communication sectors are taking turns attracting funds.

Upon closer inspection, artificial intelligence and nuclear fusion are still in the conceptual stage, far from actual commercialization. This is the -1 to 0 stage, essentially a storytelling and pie-in-the-sky phase. I generally stay away from hype around such topics, as they don’t really suit my taste.

Satellites, on the other hand, have made more progress and are at the 0-1 stage, with tangible advancements. The problem is, I haven't found a particularly good entry point and often can only watch from the sidelines.

In fact, when choosing coins, it still comes down to your own circle of competence—only act on opportunities you understand. If you don’t understand something, just skip it. Honestly, sometimes I miss out, and sometimes I sell too early, but at least I haven't suffered major losses. This is the best strategy under limited knowledge.

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StableGenius

· 4h ago

nah tbh the -1 to 0 narrative is just cope for missing the actual pump. ai chips already printing, you're just late

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0xDreamChaser

· 01-09 08:17

AI chips and nuclear fusion are just storytelling stages; they're really not interesting. Satellite communication is somewhat better, but I haven't entered at the right point. --- Only those who understand dare to take action. If you don't understand, just watch and wait. I’m using this approach too. Missing out definitely happens, but it's better than getting cut. --- -1 to 0 is purely hype; I don't touch it either. Satellite communication is worth paying attention to, just waiting for the right moment. --- You're right. Things outside the circle of cognition, no matter how popular, are not worth following. My lesson is that greed got me trapped once. Now I stick to what I can understand. --- The most feared thing is FOMO—seeing others make money makes you itchy. But sticking within your capability circle really helps you last longer. --- Nuclear fusion is still being hyped; when will it be commercially available? Satellite communication is somewhat more practical. --- Sometimes not acting is the best move. It took me a lot of tuition fees to realize this.

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LiquidationWizard

· 01-08 10:53

I'm already tired of that storytelling approach; I still need to find practical projects that are reliable.

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TokenomicsTinfoilHat

· 01-08 10:45

I'm also exhausted by the bunch of stories about AI chips. Every time they talk about the next tenfold coin, but it turns out to be all hype. Satellite communication does have some real potential, but the market isn't cooperating, which makes it hard to watch. The logic behind the capability circle makes sense. I'd rather stay on the sidelines than blindly go all-in. Nuclear fusion has been talked about for so many years, but it's still at 0. Who would believe that? Only fools. The stage from -1 to 0 is indeed a gambler's game. Passing on it isn't really a regret.

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LayerZeroHero

· 01-08 10:43

I'm tired of the storytelling and pie-in-the-sky promises. The AI chip hype is pure hype; let's wait until there are real products to talk about. Satellites look decent, but the positioning is indeed difficult to lock in. I'm just watching the show from the sidelines. I absolutely won't touch anything outside my circle of competence. Better to miss out than suffer big losses. That's my survival rule. The kind of ten-year pie-in-the-sky promises like nuclear fusion really make me sick. Never chase what you don't understand. This old saying is cliché, but it has truly saved my life. Artificial intelligence chips are taking turns to attract funds? Let's wait and see, there's no rush anyway. This round of capital rotation is basically just leeks chasing the trend. I'll stick to my own field. Only when I understand can I dare to bet. That's the right way to make money. No matter how good the story is, if it doesn't materialize, it's zero. I've learned not to chase after it. Satellite communication has some potential, but getting in still depends on luck and patience.

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Degentleman

· 01-08 10:38

Talking about making up stories and painting pie charts is really exhausting. It's better to wait for a track with real progress before jumping in. Missing out is always better than being trapped and losing everything. Our little savings can't withstand a big loss. Satellite communication is indeed tempting, but I just can't find that perfect timing. It's like seeing it but not being able to get it. AI chip nuclear fusion? Uh... maybe forget it. My brain can't process that fast. My older brother is right. Knowing your own limits is more valuable than anything else. Sometimes, doing nothing is the best move. What do you think?

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GmGmNoGn

· 01-08 10:28

Only when you understand can you dare to take action. I agree with this point; suffering a few big losses is better than losing everything. That wave of satellites indeed didn't catch up, but I'm also glad I wasn't caught in the AI chip hype. Those outside the认知圈 should just stay honest; missing out is always better than liquidation. The concept of artificial intelligence is indeed a bit虚, but some still bet on it rising, probably a gambler's mentality. Nuclear fusion sounds high-end, but it's actually still a storytelling tool. Satellites have landed but without good positions; we'll get there eventually, no need to rush. Limited认知 means limited收益, no worries, anyway others haven't made much either. There are too many pie-in-the-sky games; I prefer to wait for real data before jumping in, or else I'll get cut. Missing out a few times is nothing; one爆仓 and it's all gone, no matter how you count it, it's worth it. Only topics you understand can last long; others, no matter how long you listen, are just陪跑.

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