2025-7-21！新的一週開始了，七月的炎熱，還有七月開始的狂暴，漸入佳境，打開格局，迎接狂暴的加密之夏，不要桎梏自己，享受吧！ 1️⃣大盤不用多說，比特幣繼續高位蟄伏，守護市場大局，以太坊繼續逆轉，帶著眾小弟開始表演，正如我昨天說的，天才法案對加密世界的深遠影響才剛剛開始，宴席剛開，雖然不要貪杯，但也一定等著主菜上桌，這時候不勇敢，不拉大格局，你熬過的苦難算什麼？一句話，開心狂舞，盯著我說的兩大指標就好了，別算時間，別管K線，兩大指標到達一項，慢慢邊打邊退，兩大指標全部到，最少撤退一半倉位！然後觀察這個新週期的走法，不捱打，也不走空！大週期的判斷，我認為起碼走到明年三月！但倉位風控不能少！ 2️⃣最近少聊項目，多擡頭走路，多分享心得，因為一場局的勝利，最後都是心態決定的，在WEB3這麼多年，包括我自己，看到太多得而復失的故事，週期的終局，心態決定了你的勝負，比如我上個牛市早期挖掘的Alpha項目，就是gamefi的RACA，可以說90%的時間都非常成功，碩果累累，但主菜已過，還要貪杯，就會醉倒！A8級別的回撤，不心疼是假的，所以現在我對風控一直很嚴格！ 所以這輪牛市，我一直以比特幣為主，深度挖掘早期Alpha項目，目前試卷寫了一半，比較成功，比如我非常喜歡的infofi龍頭Kaito，市場不振時候，我沒有像以前那樣頑固，而是選擇了聰明鑽石手策略，可見我置頂推文，非常成功，目前就是看狂暴牛市的表現了，我相信Kaito是我這輪牛市挖掘的最優秀的Alpha項目！但最終的試卷才是最終的得分，我們拭目以待！ #Kaito #infofi 3️⃣繼續為目前手裏的兩個快tge的項目搖旗吶喊，很多項目tge後為何就偃旗息鼓了，其實就是和看電影道理一樣，為了上院線，前期肯定是鑼鼓喧天，但最終還是取決於電影的內容和質量，經典的永流傳，垃圾的就湮滅在膠片的垃圾堆裡！但相信我精心挑選的這兩個項目，一定會永流傳！ 那就是@SuccinctLabs 和@TheoriqAI 加油！不負眾望！ 好了，今天繼續品茗論道，多分享心得，多分享道，有道有術方能成功！有術無道，真是止於術啊！ 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 All the two major indicators are reached, and at least half of the positions are withdrawn!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!