In the current market situation, our strategy is to first make preliminary adjustments based on the existing position allocation, maintaining a wait-and-see attitude amidst the unclear sector rotation dynamics, and refraining from making large-scale position changes easily. Once the trend of sector rotation in the market becomes clear, we will decisively invest over 50% of our positions into sectors with rotation potential, in order to grasp the market rhythm and obtain returns.

Looking back at the operations in the first half of this year, we first made precise layouts in the AI sector, selecting potential targets such as WLD, ARKM, and then keenly captured opportunities in the meme sector, successfully investing in PEPE, FLOKI, and others. Practice has proven that this method of flexibly adjusting positions based on sector rotation trends is effective; if managed well, achieving a 5 to 10 times growth in overall positions is not an unattainable goal. However, it is important to note that market conditions change rapidly, and the judgment of sector rotation needs to consider multiple factors, such as industry policies, market heat, and capital flow. Each investment decision must be made with caution, ensuring proper risk control, avoiding blind following of trends, and ensuring steady progress in the unpredictable market to achieve the preservation and appreciation of assets.