根据近期行情做出的思考与操作
🪙大资金
比特币今日跌破ma120线（9.48万），非btc的e、sol、山寨基本都卖了，还有一些未解锁的，比如hsk、bio等，也套保了一半，这些无论涨跌都不再买回，如果有新的叙事，届时是另一次的投资思考判断。
比特币是我的主要资产，卖掉了50%，剩余50%是本轮不卖的资产，也都在babylon里质押，就放着了，最差结果再等3-4年。
如果反弹涨回来了呢？
如果行情涨回9.48万并站稳，我会买回50%今日卖出的比特币，总之就是接受磨损，涨破就买，跌破就卖，避免这次下跌就是回调而非熊市的开端。
u干嘛？
基本都出成了rmb、hkd。
rmb去解过往的借贷杠杆，信用卡之类的不常用的还清都销卡，剩下的用做生活费。
通过hashkey、胜利证券等可以把u出成hkd，这些都去参与港股打新，这周热门股“蜜雪冰城”估计有的赚。
打新套利？
质押类的项目陆续撤退，未来有轻资产类交互项目，还会继续冲，主要跟着丰密 @KuiGas 。
小团队不断补充拓展手机基建，一机一号一ip，然后放上bn、ok、bg、by、港卡、港股、再搭配个香港的sim卡，基本靠这些可以养活小团队日常开销。
然后等下一波机会的到来🌊
最后，我隐约感觉这轮真正的疯牛还没来。。。
上述是老薛自己的思考与操作，不作为投资建议。
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