😂 I rarely sing against @ViewsOfChris, I hope Chris doesn't mind, when you come back, I'll buy you a drink.
First of all, I 100% agree that choice is greater than effort. I myself am a beneficiary; it was a twist of fate that led me into the cryptocurrency industry, which made my life so exciting. Of course, if I hadn't entered, the probability of me just going along step by step to drive for Didi would have been much higher.
What I don't quite agree with Chris on is the question of whether stubbornly sticking to the coin circle is a mistake. Speaking for myself, I completely missed out on hot sectors like chips, storage, and CPU.
By the end of 2025, my layout is energy, is electricity. My view on AI has always been that electricity is the core demand, so in 2026, what I mainly buy in the AI field is electricity. Of course, compared to others, the rise of electricity has indeed been a bit lower, at most just double.
Clearly, I have missed out; why do I disagree with Chris? It's because I also see the potential in AI and have invested in it, but I didn't get into the part that rose the most, and a year ago, I really couldn't have imagined this part. It has risen a lot now, so I "regret" not having laid out in advance.
This kind of miss is something I won't regret because my knowledge and understanding have not reached that high. Even if I were to do it 100 times, I might not choose the few that have risen the most. This is beyond my capability, and I gladly accept this kind of miss.
But what I cannot accept is what? I report on the events in the Strait of Hormuz every day, watch oil prices every day, but don't short WTI or set a proper price. This kind of miss is what I can't accept, because it falls within my capability.
So what I want to say is that part of what Chris said is correct: embrace US stocks, embrace AI, but the premise is that you must be able to understand it, you must be able to estimate the logic of the next storage, the next chip, the next CPU. If you can't, you will still miss out next time.
Choosing is indeed greater than effort, but this kind of choice is not something everyone can get right.
I missed out on storage, but my short on WTI has had good returns. I missed out on chips, but electricity's returns are still acceptable. I missed out on CPUs, but my $BTC is profitable, which shows that my understanding can help me make money, and that is the most important thing for me.
I will also work hard to improve my understanding, trying to let myself earn more money, but before that, I think it’s important to learn hard and expand my knowledge, so I can make choices without being like a headless chicken (gambling).
Finally, I completely agree with what Chris said: most altcoins will zero out, but that doesn’t mean you can’t make money. As long as it’s within your coverage, and as long as you can make money through your knowledge, that is good.
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