Reflected for a whole night last night:

Why did I sell all my hyperliquid:native airdrop early during the downturn and panic? This is a problem of underlying logic;

The main reason must be due to an insufficient understanding of DEX development and HYPE, and secondly, I made the mistake of "anchoring the selling price", where after selling I was afraid to buy back, this was ridiculously wrong.

So I set a few new principles for myself:

1️⃣ Always keep a seed position for early cheap chips.

The most precious thing about cheap chips is not the current profit, but the right to participate in future tail market trends. As long as the core logic is intact, do not easily go to zero.

2️⃣ For leading assets in the sector, a price drop is not a reason to sell; only the destruction of core logic is.

A drop can only indicate market volatility and does not directly indicate that the judgment was wrong. What really should be sold are: users, revenue, liquidity, competitive landscape, mechanisms, or teams experiencing structural deterioration.

3️⃣ For assets sold incorrectly, allow for repurchase, do not be bound by your own selling price.

After selling and missing out, do not refuse to correct mistakes just because "I sold lower before." The market will not cater to people's psychological anchors; after re-confirming the thesis, you can use a small position to re-establish the right to participate.

4️⃣ Keep a portion of small funds ready to allocate to Alpha assets at any time.

For potential Alpha assets, adopt: small positions, strong thesis, allow for large drawdowns, and do not easily go to zero. The goal of this portion of money is not short-term comfort, but to capture a few true tail opportunities that can change the account curve.

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