《Consideration of full warehouse at the beginning of April》 The following is the beginning of April, when Bitcoin was more than 70,000, I began to talk about the question raised by the group after the personal group was full, and the question raised by the group friends was: "Is the full position a gamble, and the follow-up is a big bull?" Two important points are in the answer: One is that I personally believe that "the risk of holding fiat currency is higher than holding high-quality assets", which everyone will be more aware of when ETH is soaring today. Second, in addition to this point at that time, he also gave some of his own judgment logic. Specifically: 1. This wave of decline is mainly due to tariffs, but the tariffs are exactly according to the script as previously understood. That is, Trump is accustomed to throwing the most ruthless first, and then talking, and it is best to value peace, so I think that whether Trump himself is soft, or he is not convinced, the Fed is forced to cut interest rates. 2. Even if the first one above is all wrong, the Nasdaq will continue to fall by 20%, so it is okay to hold high-quality assets and bear some declines, just get used to it. 3. So, this is why I basically haven't paid attention to meme or garbage copycats recently, and my energy is actually all focused on the most important things, and I only study what is a good target. 4. My current positions are evenly distributed in A-shares, U.S. stocks, Hong Kong stocks, and currency circles, and they are of different types, even including Moutai, which is basically not affected by tariffs, and I personally have nothing to worry about overall. ** Make money with wisdom, and dopamine will be abundant. In particular, holding some targets have risen a lot, including BTC Hype Ena ETH SOL and so on.
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