Every time the market fails to meet expectations, the market will have all kinds of opinions, such as the difference between old coins and new coins; the exchange rate trend between old altcoins and BTC and ETH; what will be speculated in this cycle and what will not be speculated with a high probability; and why this bull market is different from previous bull markets, etc.

I think these are all speculations and it is difficult to use them as a basis for current investment judgments. Similar opinions have occurred in every round, and I basically don’t spend too much time thinking about them.

For my own investment portfolio, I only focus on one core: whether public chains, wallets, dex, lending, and stablecoins still have great growth potential in the future.

No matter what temptations or FUD appear outside, I only pay attention to three things:

(1) Are the five tracks of public chains, wallets, dex, lending, and stablecoins correct?

(2) Do they still have great growth potential in the future?

(3) Are the players I have on hand continuing to be competitive in their respective fields? #PNUT走高 #美国10月CPI数据即将公布 #美国10月CPI数据即将公布 #马斯克将领导美国政府效率部 #市场倒车ing你有购物清单吗？