The main storyline and side storylines of the current crypto market

Main Storyline: 1. BTC, 2. SOL, 3. PUMP;

Possible Main Storylines: 1. ETH ETF staking, 2. RWA, 3. Other tracks not yet visible;

Side Storylines: 1. VC strong manipulation coins suddenly skyrocketing; 2. Periodic rises of VC coins that haven't trapped people and scams of VC coins that have trapped people; 3. Other individual narratives of certain L1L2; 4. Platform coins;

Balance between consistency and innovation, 80% consistency, 20% innovation; 80% main storylines, 20% side storylines; within the main and side storylines, also adjust positions according to risk preference: hold large positions for stability and small positions for multiplication.

1. In the current stage of the market, appropriately increase the investment in ALPHA positions;

2. After ALPHA significantly outperforms BETA positions, switch back or cash out;

3. If the analysis ability for side storylines is insufficient, reviewing K-lines can easily identify strong manipulation coins and strategize for them;

4. Play everything if your energy and ability can keep up; if not, focus on the main storyline and abandon the side storylines.