Since April, we have been cautious, but looking back at past decisions and discussions, we can't help but feel a lot of emotion.
The twists and turns of altcoins and the choice of Bitcoin: Some people were obsessed with the complexity of altcoins, but eventually failed and turned to Bitcoin at a price of 68,000, firmly believing that it would break the 150,000 mark next year. At that moment, I was deeply shocked. Where did this certainty about the future come from? Shouldn't we make prudent assessments and avoid blind all-in? I chose a conservative route and enjoyed the stable income brought by interest with peace of mind.
The collision of Pepe's enthusiasm and rationality: Pepe's glory made the market boil, and the high price of 6 billion FDV attracted countless followers, just because "overseas rumors of a market value of 100 billion." Although I recognize Pepe's potential, the valuation of 6 billion is already weak and its attractiveness is greatly reduced. The "ideal boarding point" I mentioned before, 1.7 billion, seemed out of reach at the time, but now it seems within reach.
The trap of taking over under the election narrative: Influenced by the election, narrative and other news, some people rushed into the market to take over People. I can't help but reflect, are these narratives real money or the careful layout of the dealer? Although the crowd of people playing coins is wide, rationality and discernment are equally important. Bitcoin dare not rise easily, VC coins are difficult to distinguish the authenticity, and Meme coins lack depth, so we choose to wait for the opportunity. Facts have proved that opportunities are always reserved for those who are patient.
Gift and the art of waiting: Nowadays, whenever a new member joins, I will give a motto: "Study hard, most of the time on the investment road is waiting." This sentence, even today, still shines with the light of wisdom. As the market fell, I felt a little excited in my heart, because I knew that the real bottom would give us enough time to lay out calmly.
The hundreds of millions of high-quality project assets in our team are the crystallization of patience and wisdom. In the days to come, we will continue to uphold this caution and persistence, waiting for our opportunities.
