Hey... who's that?! Can't stop... #MEME #BinanceSquare

#meme #datingtrends 😆👌🏻

The core strategy now is only one. Don’t do any rebound in the short term, and honestly retain more than 50% of the cash to see if there is a chance of a decisive battle in the second half of the year.

During the Industrial Revolution, the improvement of steam engines greatly improved the utilization efficiency of coal. The coal required for the new steam engine is only 1/10 of that of the old model. Therefore, many people believe that the demand for coal will drop significantly. However, three years later, it was found that due to the reduction in costs, steam engines were not only widely used in locomotives, but also gradually introduced into factory production, textile machines and other equipment, which eventually led to a significant increase in coal demand. AI seems to be the same today

In the past, the semiconductor industry was overly dependent on electronic products (mobile phones and computers), so before the AI ​​era, there was a strong cyclicality. In the replacement season, it was difficult to find a chip, and in the off-season, because of the fear that chips will be updated too quickly, they will be sold at a discount. Therefore, in history, the revenue and profits of semiconductor companies in the past were always very cyclical. But in the AI ​​era, when computing power becomes a basic implementation like electricity, the probability of periodicity is greatly reduced.

Why did I suddenly want to get involved in AI investment at this time? I thought about it myself, and there are three reasons: (1) Recognizes the statement that AI will have 10 times the potential on the Internet (2) I think computing power will increase by a hundred times (similar to electricity) (3) US stocks are finally waiting for a sharp drop, and there is an opportunity to try to participate Now it is very conservative, and it is the way to buy the soxx semiconductor index and gradually participate in light positions.

A relatively large reconfiguration was made. After the adjustment, I am ready to talk less about the currency circle and more about AI. I currently hold btc.uni.aave. stock coin, no eth, and the currency only accounts for 40% of my position. Most of my hands are cash now. At the same time, I started to buy the soxx index in the US stock market. In the future, except BTC, other projects will be evaluated using a rational normal business model. If you overvalue, unclear profit model, and insufficient uniqueness, you will not hold or buy.

With Aave Labs launching a new RWA project, my view on blockchain has changed. There are not only BTC Eth, such as fully decentralized projects, or Coin, and no other. The characteristics of human nature will naturally go in the evil direction without supervision. I have cleared my position and started to buy BTC in advance. Now 1/3eth, 1/3btc, 1/3 is coin+soxx semiconductor index + cash.

Still optimistic about this year. If you don’t look at the price fluctuations or the old experience of the four-year cycle, this year will be the fastest integration of the industry and traditional society, the year with the most real benefits, and the first year for industry projects to empower tokens on a large scale.

Based on drastic changes in competition and the failure of four-year cycles. Recognize, admit your mistakes, admit your defeat, clear your long-term competitiveness, and concentrate on ETH AAVE UNI.