Bitcoin女博士

Although Hua is very rich, today's post clearly made the rookie mistake of having an overly lengthy thought process 😑

As shown in the image below: using assumption 1 to derive conclusion 2, then using conclusion 2 to derive conclusion 3, and using conclusion 3 to derive conclusion 4. Even if the probability of each step being correct is as high as 90%, the final accuracy is only around 65%.

So, for us retail investors, let's not complicate things, let's keep it simple:

It dropped, damn, time to buy the dip ✊

Chinese concept stocks are really not well-received in the U.S., and a company like Trip.com that can make so much money has such a low market value🤔

During the Spring Festival holiday, I read books by Duan Yongping and Buffett

I very much agree with their thoughts

Value investing, time compounding, discounted cash flow

I feel that financial freedom is within reach

The villagers of Graham's village won't miss me 😌

But here comes the problem

…………

Where to find the initial funds?

Continue to increase gold $PAXG

Duan Yongping's understanding of Bitcoin 🪙 is still quite elementary, and it can even be said to be ridiculously wrong.

What truly made him a legend is that he accurately predicted Apple, NetEase, and Berkshire.

The most fascinating aspect of investing is that it never prevents ordinary people from dreaming.

Even if you are currently at a low point, as long as the final whistle hasn't blown, you have the chance to kick the ball into that territory that belongs to the gods.

Duan Yongping once said, buying stocks means buying companies, buying the discounted future cash flows.

Companies like Coinbase and Circle have high returns when the cryptocurrency market is good or interest rates are high; conversely, they can actually incur losses.

Value investors would not buy such companies because their cash flows are unstable and their moats are not deep. These two stocks are best suited for making large swings according to the four-year cycle of the cryptocurrency market.

2022 Russo-Ukrainian War

Dragon Country is hoarding gold crazily

This is a key moment for the fundamentals of gold to change

Once a trend is formed, it will not easily change

$xaut continues to be bullish 📈

It's really something to see

Gold is rising like Bitcoin

Bitcoin is as stable as gold

Old Deng's Asset Allocation Plan:
US Stocks + US Bonds + Gold + Cash, each 25%, rebalancing assets once a year, sell whoever has risen;

Little Deng's Asset Allocation Plan:
Circle + ETH + Bitcoin + Stablecoins

January 2026, currently Little Deng's assets are completely defeated.

With high premiums, buy into the Chuanzi stablecoin $USD1 , hoping to make a little money.

The market is very good, but it only happens in other markets😅
$XAU

Over the years, many things in the crypto world have changed, but only the 'Four Year Cycle Theory' seems to be engraved in the DNA of Bitcoin 🧬

Stablecoins have a considerable moat

In my opinion, stablecoins are very similar to social media

Although there are now hundreds of stablecoins

USDT & USDC still account for 90% of the total market value

After watching Duan Yongping's interview
A little feeling
How ordinary people make money
Just don't trade
Buy and don't sell
SPY/QQQ/BTC/Dividend ETF
Hold for 20 years
By then, we will all become wealthy elderly people🧓

Bought a little $ASTER 🤭

Cathie Wood's innovative ETF is still in a halved state compared to the last bull market, but it has nearly doubled compared to the Nasdaq 100 index during the same period.

Conclusion: Even the most brilliant fund managers find it difficult to consistently outperform the Nasdaq.

Ultimately, Cathie Wood was overvalued 🤔

Don't work hard easily, first choose the right platform💰
Data speaks, trading US stocks and cryptocurrencies is much easier than in A-shares
Buffett, Duan Yongping, and value investing may not be much better than you in A-shares🤭

Year Nasdaq-100 CSI 300 Bitcoin
2015 +8.43% +5.58% +52.98%
2016 +5.89% –11.28% +123.75%
2017 +31.52% +21.78% +1369.03%
2018 –1.04% –25.31% –73.48%
2019 +37.96% +36.07% +92%
2020 +47.58% +27.21% +303.09%
2021 +26.63% –5.20% +59.71%
2022 –32.97% –21.63% –64.27%
2023 +53.81% –11.38% +155.41%
2024 +24.88% +14.68% +120.98%

1/
$AOP — Ark of Panda (@ArkOfPanda) has completed TGE and listed on Binance Alpha and several exchanges. 📈
The project is positioned in AI + RWA + Web2.5, aiming to use AI-driven UGC tools to link real assets on-chain, reducing the migration threshold from Web2 to Web3.

2/
Product aspect:
🛠️ Unity + AI generation tools, enabling users to easily create 3D assets/virtual scenes
👥 Over 20K users minted invitations, with daily active users exceeding 5K, and 16K+ holding addresses
📊 Early data indicates a certain level of user stickiness, but subsequent retention still needs observation

3/
Market performance:
💵 Financing $6.5M, only 1% circulating in Alpha, with a market cap of approximately $13M–15M
📉 Lowest after listing $0.041 → 📈 Highest at 0.07
🔄 24h trading volume exceeded $50M, indicating a considerable level of capital attention
📊 Daily K-line continuously shows bullish trends, with a good upward trend, and trading volume synchronized to increase to $50M+, which everyone can keep an eye on

4/
Token and node mechanisms:
🟢 10,000 Genesis NFTs sold out
🟢 1,400+ nodes have been allocated, with daily mining of 1 million AOP during the head mining period, 50% average / 50% ecological contribution

5/
Community ecology:
🐼 Twitter followers 90K+
🎥 Binance Live views 114,000
🎟️ NFT minted 20K+, airdrop claimed 710K times
➡️ Strong community mobilization ability

6/
My observations:
✅ Advantages: Narrative scarcity (AI+RWA), low circulating market cap, active community
⚠️ Risks: Large early fluctuations, initial stage of ecological landing, prices influenced by whales and sentiment

7/
Summary:
@ArkOfPanda is more like a medium to long-term target that needs time to be validated, with a project style of getting things done steadily.
It is suitable for those who focus on the AI / RWA track to keep following.
As always: DYOR 🧠

When configuring assets,
in addition to the Nasdaq,
the S&P index is also a must-buy.

Data from the neighboring stock market:

Those with holdings exceeding 10 million yuan account for the least proportion, but have the highest profits, and the proportion of profitable accounts reaches as high as 98%.

Those with less than 500,000 yuan have the most accounts, the highest losses, and the most trading activities, commonly known as the three highs 😂

Let's make good money, as the capital volume increases, trading cryptocurrencies and stocks will turn into easy mode 🧑‍🏫