After this big correction, I cleared most of the Shanzhai in my hands. I held more than 15 positions before, and now there are about 10 left. There are really a few that have fallen too hard and I can't bear to hold them now. I plan to change positions after a period of time to recover the capital. The target position is 3~5 for long-term, and then play short-term 1 position. I really don't have the energy to look at too many currencies.
No matter what awesome investment background and narrative, this round is different from the past because the big cake ETF is different from the past. There is not so much money entering the Shanzhai, and there are runes and other things and local dog MEME new assets emerging in an endless stream, so we can only gather funds and concentrate firepower to block a few.
The remaining time is ready to grow with some good early projects. If you still have energy, just do some hair, do some quantitative, prepare for a long-term war, and store more bullets for the next cycle!