2025-7-21！新的一周开始了，七月的炎热，还有七月开始的狂暴，渐入佳境，打开格局，迎接狂暴的加密之夏，不要桎梏自己，享受吧！ 1️⃣大盘不用多说，比特币继续高位蛰伏，守护市场大局，以太坊继续逆转，带着众小弟开始表演，正如我昨天说的，天才法案对加密世界的深远影响才刚刚开始，宴席刚开，虽然不要贪杯，但也一定等着主菜上桌，这时候不勇敢，不拉大格局，你熬过的苦难算什么？一句话，开心狂舞，盯着我说的两大指标就好了，别算时间，别管K线，两大指标到达一项，慢慢边打边退，两大指标全部到，最少撤退一半仓位！然后观察这个新周期的走法，不挨打，也不走空！大周期的判断，我认为起码走到明年三月！但仓位风控不能少！ 2️⃣最近少聊项目，多抬头走路，多分享心得，因为一场局的胜利，最后都是心态决定的，在WEB3这么多年，包括我自己，看到太多得而复失的故事，周期的终局，心态决定了你的胜负，比如我上个牛市早期挖掘的Alpha项目，就是gamefi的RACA，可以说90%的时间都非常成功，硕果累累，但主菜已过，还要贪杯，就会醉倒！A8级别的回撤，不心疼是假的，所以现在我对风控一直很严格！ 所以这轮牛市，我一直以比特币为主，深度挖掘早期Alpha项目，目前试卷写了一半，比较成功，比如我非常喜欢的infofi龙头Kaito，市场不振时候，我没有像以前那样顽固，而是选择了聪明钻石手策略，可见我置顶推文，非常成功，目前就是看狂暴牛市的表现了，我相信Kaito是我这轮牛市挖掘的最优秀的Alpha项目！但最终的试卷才是最终的得分，我们拭目以待！ #Kaito #infofi 3️⃣继续为目前手里的两个快tge的项目摇旗呐喊，很多项目tge后为何就偃旗息鼓了，其实就是和看电影道理一样，为了上院线，前期肯定是锣鼓喧天，但最终还是取决于电影的内容和质量，经典的永流传，垃圾的就湮灭在胶片的垃圾堆里！但相信我精心挑选的这两个项目，一定会永流传！ 那就是@SuccinctLabs 和@TheoriqAI 加油！不负众望！ 好了，今天继续品茗论道，多分享心得，多分享道，有道有术方能成功！有术无道，真是止于术啊！ 2025-7-21! A new week has begun. The heat of July, and the rage at the beginning of July, are gradually entering a good situation, opening up the pattern, and welcoming the violent summer of encryption. Don't shackle yourself, enjoy it! 1️⃣ Needless to say, the market continues to lurk at a high level, guarding the overall situation of the market, and Ethereum continues to reverse, taking the younger brothers to perform. As I said yesterday, the far-reaching impact of the genius bill on the encryption world has just begun. The banquet has just opened. Although don't be greedy, you must wait for the main course to be served. At this time, don't Brave, don't make a big picture. What is the hardship you have endured? In a word, dance happily and stare at the two major indicators I said. Don't count time, don't care about the K-line. When the two major indicators reach one item, slowly retreat while hitting. All the two major indicators are reached, and at least half of the positions are withdrawn! Then observe the way of this new cycle, don't be beaten, and don't go short! The judgment of the big cycle, I think it will be at least until March next year! But position risk control is indispensable! 2️⃣ Recently, talk less about projects, look up and walk more, and share more experiences. Because the victory of a game is ultimately determined by the mentality. For so many years in WEB3, including myself, I have seen too many stories of gains and losses. At the end of the cycle, the mentality determines your victory or defeat, such as my early excavation of the last bull market. The ha project, that is, gamefi's RACA, can be said that 90% of the time is very successful and fruitful, but the main course has passed, and if you want to drink, you will get drunk! A8-level retreat, not distressed is false, so now I have always been very strict about risk control!