Act I: The AI Prophecy price

After October 2024, Kay, Kay, and a few friends who withdrew money to play A-share U.S. stocks and Hong Kong stocks were "slapped in the face" by the rally in the currency circle, and this decision was ridiculed by some other friends, just because we withdrew some funds from the currency circle and switched to U.S. and Hong Kong stocks 😂. Indeed, after that, A-shares and Hong Kong stocks experienced a pullback, and the currency circle ushered in a wave of bulls, but I still have no regrets: leaving the market at the right time is my deliberate choice Some people say that before the demon stocks of Hong Kong stocks and U.S. stocks soared, people in the currency circle had never even heard of tickers. I disagree. A few examples: - Michelle Bingcheng, Overlord Tea Queen, who hasn't drunk this cup of "familiar strange tea"? Snow King is new, and the big money in the currency circle and the new studio have long been rushing - Bubble Mart, Wang Ning's trendy toy empire, which young person doesn't know? But chasing up is a matter of guts, not when you know the information - $CRCL, $SBET, $SRM, and even the $NA just now, the news in the currency circle is definitely first-hand, and the chase has doubled after the news comes out The world is not a diode, you can't speculate on coins if you don't play U.S. stocks, and you can't play U.S. stocks if you speculate on earth dogs. The key is not to choose sides, but to manage positions and energy - People in the currency circle have switched to U.S. stocks, with fast information collection and a keen sense of smell in news trading, especially in the Trump market (the White House stock god who shouts orders, knows everything), and the reaction speed crushes traditional traders -- The outbreak of the stablecoin narrative started with the US stock market - The native meme and alpha of each chain in the cryptocurrency circle are still a paradise for small funds, but when the amount of funds is enlarged, sometimes hundreds of thousands of U's positions in altcoins may be the fish of others -- Of course, BTC is an absolute mainstream, of course, with first-class volatility, first-class capital capacity, and stability, but it must be a little worse than the U.S. stock demon stock in terms of multiples Both choices are correct, it depends on how to allocate positions, give full play to the endowment, and find your own optimal path. Trading is like life, and every decision is a projection of your three views, personality, and endowment. The doubling of the demon stocks of U.S. and Hong Kong stocks, and the meme carnival in the currency circle are just a corner of the market. There are also many people who lose money in U.S. stocks, and some people play meme as a slot machine and embark on the road of no return to take out loans and debts Other people's decisions are just a reference answer for you and me, and don't regard the gains of others as your own losses. My reference answer is: 70% energy allocation is to fight dogs, 20% to see major mainstream bands such as BTC ETH SOL, and 10% to US stocks and Hong Kong stock opportunities; Funds are flexible and do not set their own limits ------ Attached are some relevant past essays: P1: 2024/10/6, since then, the cryptocurrency circle has ushered in the AI frenzy of $GOAT, the political meme $PNUT and $ACT are listed on Binance together, and the end of $TRUMP. On the side of Hong Kong stocks, the value of Xiaomi, Bubble Mart and other stocks was discovered. It wasn't until recently that $CRCL $SBET $SRM and other demon stocks appeared, and the cryptocurrency circle began a wave of collective argument that "copycat season happens in U.S. stocks". P2: 2024/6/19, incomplete thinking on the BTC and stablecoin narrative, balancing "big" and "small", the decision-making system between alpha and beta still needs more optimization P3: 2025 / 6 / 20, the big bonus period of the currency circle has been fading objectively speaking, the hair track is basically over, and the meme track needs stronger technology and sense of smell. It's just that the road from novice to expert must be more difficult to walk due to the reduced fault tolerance P4: Ethereum is still 2400 after returning from half a lifetime, and Ethereum's predicament is a microcosm of all large-cap altcoins in the cryptocurrency circle - very few altcoins have come out of ATH in the past six months