比特傻
比特傻|Feb 07, 2026 14:49
《Preserve the Gains from This Bull Market》 First day of the holiday today, let me (Silly Bro) do a quick recap. Looking back, our judgment on this market cycle was almost spot on. In early November, we predicted the trend was over and shouted 'sell everything' 10 times in the group. Actually, as early as October, we started clearing out NFTs, small pictures, and altcoins, spending a whole month to clean them all out. To be honest, we had already sold off the small pictures that could be sold earlier. The main effort was spent cleaning up inscriptions, and after finishing that, I wrote "The Inscription Graveyard." After the big market drop, our short-term long strategies for $BTC and $ETH were also accurate. For short-term trades, we almost hit the mark every time. But short-term trading is still a path to trouble, and we need to avoid it in the future. Our judgment on U.S. stocks also seems to be mostly correct. As for the AI bubble, we proposed viewing the entire supply chain as one company to assess the bubble, and now it seems this perspective was ahead of the market. Regarding the cautious stance on the meme-driven artificial bull market that started in January with weak liquidity, we said at the time: either don’t play or only play with money you’re prepared to lose. Looking back now, this judgment was also correct. As for gold, we predicted a correction and some follow-up developments. This judgment hasn’t been verified yet. There were too many small mistakes in the details, but we made almost no errors in the big decisions. And that’s enough. Basically, if you followed our rhythm, you could preserve almost all the gains from this bull market.
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