As an old hand in #Web3 and the US stock market for many years, my deepest realization is: information is never equal to truth, and opportunities are only reserved for those who understand 'information fasting'!

Today, I saw a video that provided a term called 'information fasting', which enlightened me. It is like light intermittent fasting, allowing us to detoxify information and clear our minds amidst the overwhelming information, so we can simplify complexity and extract the essence while discarding the dross.

Nowadays, in investing, the amount of information in the market is enormous every day: news, research reports, social media, KOL tweets, insider whispers, macro data, company earnings reports… it’s like a massive flood of information. When I first entered the industry, I thought the more information, the better; I would check it every day, almost staying awake 24 hours. But later I found that the more I did this, the more likely I was to make wrong decisions.

Why? Because most information is "noise," not signals.

For example, if a company's stock suddenly surges, someone on social media might say it's due to a rumor, but in reality, it could just be short covering. Another example is when a bunch of analysts give target prices; the truly valuable ones are those that can tell you the "hypothetical logic" and "data support," rather than just shouting a number.

The longer I struggle in the industry, the more I gradually realize that investing is actually more about "information filtering." I no longer blindly pursue "more," but focus more on "accuracy." As the video mentioned, truth is often scarce and expensive, requiring time and money to verify.

Therefore, I have a few "insights" on handling information, and I categorize information sources:

✅ Level 1 Information: Company announcements, earnings reports, SEC filings; these are fundamental and must be read directly, without fully relying on second-hand interpretations.

✅ Level 2 Information: Analyst research reports, institutional opinions; I will look at these, but more to understand market sentiment.

✅ Level 3 Information: Social media, news; this is a mixed bag, and I treat it as seasoning, not the main course.

The market rhythm should follow the "humanity cycle." The market has a rhythm of "opening—closing—weekend break," and this "rest" actually protects investors. But now, with algorithmic trading and 24-hour information bombardment, the human brain can easily become overloaded. My approach is to force myself to set "information fasting periods." For example, I don’t check market news on weekends, only doing reviews and reading. This way, I can digest information rather than being overwhelmed by it.

Information ≠ Opinion, Opinion ≠ Decision; many people confuse these: seeing a piece of information, they immediately make a buy or sell decision. But the correct process should be: Information → Hypothesis → Verification → Decision.

For example: CPI data is higher than expected, this is information; I infer that the Federal Reserve may delay interest rate cuts, this is an opinion; but before making a decision, I need to look at bond market pricing and changes in interest rate swaps, this is the real verification. Only then do I decide whether to reduce my holdings in growth stocks.

Information diet = Investment health, just like diet has "junk food" and "nutritious meals," information also divides into "fast food" and "nutritional." If you are constantly consuming clickbait, panic-mongering, and insider rumors, it will lead to "pathological investing"—either excessive fear or blind greed. Conversely, if you focus more on original data, historical cases, and rational analysis, over the long term, your brain will be healthier, and your decisions will be calmer.

So, as a #Web3 + US stock investor, I believe the core ability to handle information is: few but precise, slow but steady. In this era of information overload, I prefer to see myself as an "investment chef"—selecting ingredients (information) from the market, washing and cutting them (filtering and verifying), and finally preparing a nutritious meal (investment decision). Remember: the market will not make you money just because you have more information; only if you filter, digest, and apply it properly can you win. 🧐

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