I chatted with some friends at noon, and everyone generally maintained a cautious attitude.
Regarding the market trends in Q1 and Q2, many believe it could experience a volatile market without a clear direction, similar to the situation after the Bitcoin ETF approval last year.
I admit that I cannot accurately predict the overall market trend, whether it’s upward, downward, or volatile, I can accept it all.
On one hand, I will keep my existing positions unchanged, regardless of the market direction; even if it continues to pull back, I will accept it and still hold hope for the "altcoin season." Since I cannot accurately predict future trends, I won’t make random guesses; the market is too complex, and I do not want to be a clown making aggressive trades in it.
On the other hand, I am putting most of my energy into on-chain activities, especially research in the AI-related field; I will allocate some purely meme coins, but only select those with strong IP and reliable teams, at least to avoid being farmed, hoping for beta returns; the AI track is currently the direction I am most interested in, and although there may be fluctuations in the short term, in the medium to long term (calculated in years), it should trend upwards.
In terms of positions, the profits from on-chain activities have already surpassed the total value of all the altcoins I hold, whether it's 100 times for ACT, or 20 times for Swarms, AVA, Pippin, or even 3-5 times for some small coins.
The overall strategy is: to fully invest in opportunities on-chain; leverage the AI track to maximize returns in this cycle; allocate some on-chain potential IPs; while continuing to hold altcoin positions, anticipating the arrival of the "altcoin season."
