
The author shares his journey from being a crypto miner and project participant to becoming a full-time U.S. stock investor, achieving nearly 40x returns over four years while consistently outperforming the market. He distills several key lessons for the crypto community: First, complete the “identity shift”—treat U.S. stocks as your primary focus and crypto as a side interest, avoiding altcoins, airdrop chasing, and unproductive social circles. Second, abandon the zero-sum mindset of crypto and adopt value investing frameworks from figures like Warren Buffett, evaluating investments based on profitability, sustainable growth, valuation, alignment of interests between major and minor shareholders, and founder integrity. He believes only a few cryptocurrencies—such as BTC, ETH, and BNB—marginally meet these criteria, with BTC uniquely possessing decentralized store-of-value properties. Third, break free from dependency on high leverage and futures trading for quick wealth; accept the transition from the illusion of instant riches to gradual wealth accumulation, as failing to do so will lead to ruin even in U.S. markets. He emphasizes that U.S. stocks offer abundant opportunities in “crypto-related stocks” and sectors like AI and semiconductors, with multi-bagger potential comparable to meme coins but with superior liquidity; however, beginners should use leverage and options with extreme caution. Finally, he mentions obtaining Hong Kong’s Type 4.9 license and partnering with Futu to provide compliant asset management services for high-net-worth clients in U.S. stocks, BTC, and ETH—pursuing long-term, stable growth under a secure framework.


