Yesterday, I chatted with friends, and we spent the whole afternoon discussing the layout of AI optical modules and the storage sector!

Recently, I often take the time to think; this time falling behind is definitely my own issue,

not understanding the market is a key factor; the times are changing, and the flow of capital is also shifting, we must follow along, we cannot use the thinking of 2021 to fight the battles of 2026.

For me, Bitcoin, as my largest position and greatest belief, I certainly will not change easily, but if you ask me to go all in on altcoins again, or to wait for the so-called "funds to flow back," that would be too outdated; accepting reality is a necessary condition!

A portion of funds should be adjusted and bet on the best opportunities in AI, this statement must be understood, if not understood, it will be learned through action.

This article mentions treating crypto as a beta allocation (regular fixed amounts in BTC/ETH), shifting main positions and focus towards the AI hardware main line, while finding a few real integration opportunities in Web4,

for many wanting to seize opportunities in the AI era, this is almost a "2026 version of life/investment guide": discipline > narrative, valuation reassessment > short-term fluctuations, choice > effort, peace of mind > sudden wealth.

The whole piece has a wealth of information, I recommend reading it in full (especially the sections on optical modules vs storage, position discipline, HBM Super Cycle).

Thanks to @ViewsOfChris

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