Don’t try to catch a falling knife; keep your hands off. Don’t approach value investing like gambling. Don’t constantly fantasize about a perfect future. Don’t envy others’ profits. Patience is a virtue—and the greatest dividend you can earn. Missing a move just means you didn’t profit; selling too early means you earned less. But losing money can leave you unable to recover. This lesson, learned through two months of losses—for you, and for me—must be remembered for life.
Bought Dogecoin:Native at an average price of $0.07316. Still in the bottom zone, hasn't followed BE's rally yet. $SPCX should also be due for a short squeeze. Plus, TSLA's earnings report is coming. Target price: aim for $0.08–$0.085.
Bought $CRCL at an average price of $65. The CLEAR Act is positive news. A rebound from the original family base. After the stock hit its lowest point, it coincided with so-called negative news at the bottom— but I don’t really see this as negative at all. Executives selling shares in U.S. stocks isn’t anything new, and personal buying cases are rarely seen; these are just noise.
cash-cat:native I haven’t played any #meme coins in a long time. Back when @RobinhoodApp hadn’t launched its chain yet—probably around the 25th or 26th of last month—I noticed Cash-Cat with a market cap of $250–300K, but I chose Marian from “first is first.” At the same time, I also spotted the first $raxol on @virtuals_io; I didn’t buy the second token, $VEX, and only picked those two. It was still old-school thinking—I just couldn’t figure out the new玩法. Both ended up surging, so I just comforted myself: “If I’d bought in, the pump would’ve just handed it to me anyway.” Haha. After the public chain launch platform drama, exits, and rumors of rebuilding, it’s essentially been a de facto washout for cash-cat:native. Meanwhile, Robinhood seems to be pushing this chain by leveraging the most emotionally charged玩法 possible—to reinvigorate the chain and attract more data and capital. I bought at the $58M level and hope for an 8–10x return. Honestly, I still believe that since capital has chosen this as the #1 play—and given that $HOOD is actively driving chain development—this remains a high-reward opportunity. Let’s see if things unfold as I’ve predicted.
Guessed the process right, but not the outcome—the market finally turned deadly. $HYPE: No loss, made a little profit and exited. $SOXL: Took a loss, cut my position. $RKLB: Still trapped, currently down 30%. Now all sorts of horror stories are circulating: expectations of poor earnings, soaring Treasury yields, deleveraging beginning, the new chair’s tough measures to avoid rate hikes, institutional profit-taking, tech stock bubbles, tech companies issuing bonds with no buyers, weak U.S. housing data, quietly rising prices, Apple citing higher memory costs, Meta releasing a new model while leasing compute power, AI industry lacking profit expectations, compute oversupply, models waging a food delivery-style war—and many more factors. In my own view, it all boils down to one core issue: the U.S. market has hit a wall at this level; many stocks have become overextended in their upward slope and now need a correction to create a buying opportunity. Prices may still fall further, but I still firmly believe AI represents a revolution-level narrative. Hold cash, wait for the right moment to bet on the future—that’s it. Note: Risk remains high due to potential government intervention in the markets (though there’s no concrete evidence yet). But given the rotation among sectors and the necessity to stabilize indices by propping up big tech, I’ve reached this somewhat blunt conclusion. The timing hasn’t arrived yet—be patient. If you’re holding solid assets that are currently underwater, don’t panic-sell. The deeper the drop, the more powerful the rebound will be. The U.S. market isn’t yet at a point where a crash is warranted—just stay patient.
Congratulations to those who rode the wave. You can take some profits in the short term, but keep holding through the next month to see the previous high. Only two likes? Hahaha, are everyone afraid to buy? $RKLB $SPCX
