2025-7-15！七月過半，行情也開始啟動，晨練後，來到茶室，最近一段時間堅決減負，清理思維，下半年是關鍵時期，千萬別累，讓大腦清醒，考慮大週期的事情！ 1️⃣比特幣繼續不停新高，整體行情也算火熱，但力道還不夠，不過正常，行情剛開始麼，有個爬坡，加油，加速的過程，這是一輪季度行情，太快反而不好！當然這也是週期行情的一個關鍵時期，一定要放慢節奏，停止忙碌，目前時刻，該佈局也佈局差不多了，空投項目也開始批量的tge了，現在的重點是要觀察週期的節點了，因為比特幣的機構化，週期的劇烈震盪不會和以前熊市一樣，但其他照樣！所以這輪狂暴行情必須減持倉位，我會根據觀察發推提醒，不能讓忙碌影響判斷，如果說以前是低頭趕路，現在就要開始擡頭看路了，未來一旦路錯，全都白乾！ 2️⃣最近寫了關於Kaito的系列推文，也帶點總結性質，本來就是寫一兩篇，但寫著寫著就成系列了，索性就系列寫下去，想起啥寫點啥，下篇寫寫Yaps的故事，也給新人小賬戶點建議！ 為何我也不參與衝榜這些了，一個是我的Top 三合一yapper理論，還有一個就是我剛纔說的，我要從忙碌中解脫，開始觀察市場了，不能讓忙碌擠佔太多思維空間！ 其實每輪牛市我都可以找到一到兩個超級Alpha項目，2017年有點太遙遠，小蟻啥的估計你們都不認識，2021年上輪牛市的明星Ftm和Raca，都是我非常早期就挖掘出來的，那會沒開推特號，但是在小圈子裡非常知名！ 這輪牛市我主推的就是infofi賽道，尤其龍頭Kaito，Hype其實也寫過不少，因為合約原因，我只持幣，但參與不深，勉強算一個吧，那關鍵就是看Kaito能否成為我這輪牛市預判的超級Alpha？目前看還算成功，但最終結果牛市結束後看，但我非常有信心，這也是玄學！😆！@KaitoAI #infofi 3️⃣其實每輪牛市不怕踩坑失敗，多試錯，只要做對一個Alpha項目就足夠了，我發文沒有長篇大論，沒有高深的加密知識，你如果上輪牛市就認識我，一直跟蹤關注，就會發現我說的上面那些，我總會告訴你Alpha，並且成功深度操作！這輪的Kaito，我深度參與的過程大家應該都看到了，就等最終的試卷了！下輪牛市也一樣，我會在熊市不停試錯，繼續找alpha分享！ 好了，未來這段時間講具體的會少，講心得會多，畢竟狂暴階段需要清醒！不要像上輪牛市，我在Raca賺了太多了，但又還回去太多！哈哈！ July 15, 2025! Halfway through July, the market also began to start. After morning exercise, I came to the tea room. Recently, I have resolutely reduced the burden and cleaned up my thinking. The second half of the year is a critical period. Don't be tired, keep your brain awake, and think about the big cycle! 1️⃣ Bitcoin continues to hit a new high, and the overall market is also hot, but the force is not enough, but it is normal. Is the market just beginning? There is a process of climbing, refueling and accelerating. This is a round of quarterly market, and it is not good to be too fast! Of course, this is also a critical period for the cycle market. We must slow down and stop being busy. At present, the layout is almost complete, and the airdrop project has also begun to tge in bulk. Now the focus is to observe the nodes of the cycle, because of the institutionalization of Bitcoin, the violent shock of the cycle will not be the same as the previous bear. The city is the same, but the rest is the same! Therefore, this round of violent market must reduce the position. I will tweet according to observation and remind that I can't let busyness affect the judgment. If I used to bow my head and rush to the road, now I will start to look up at the road. In the future, once the road is wrong, everything will be in vain! 2️⃣ Recently, I have written a series of tweets about Kaito, which also have the nature of a summary. Originally, I was going to write one or two articles, but it became a series when I wrote it. I just wrote a series. I wrote what I thought of. In the next article, I will write the story of Yaps, and also give some suggestions to new small accounts! Why don't I participate in the ranking? One is my Top three-in-one yapper theory, and the other is what I just said. I want to get rid of my busyness and start observing the market. I can't let busyness crowd out too much thinking space!