潜水观察员🇨🇳|Mar 05, 2026 12:16
Share some recent feelings:
1. There isn't much that most people can do in the field of AI, and indeed the stock market is the biggest opportunity. In the stock market, we have to give up the so-called "xxxx shouting mentality". In this market, no one can shout orders, good things are good things, and we only need to focus on when to buy and when to sell. It's difficult to have a situation where everyone is not optimistic and only you are optimistic;
2. Web4.0 China Travel personally feels more like a defensive entrepreneurship. The upstream of the entire AI industry, including big models, chips, etc., will basically gain 99% of the industry's attention and profits, while the actual opportunities belonging to the application layer are few, because AI will make applications iterate faster, and a new alternative may come out before it has developed, which is the biggest difference from the last wave of Internet entrepreneurship, so I understand that the entire China Travel is looking for the remaining 1%;
3. RWA has bloomed its most beautiful flower in the driest market, whether it is on chain US stocks, contract US stocks, or CEX US stocks, this wave has been numb. Whether it is Hong Kong or mainland China, different possibilities have been released in the RWA sector, and I am also waiting for this possibility;
4. The greatest pleasure of playing on the chain is that a 36 year old middle-aged man can still joke around with a group of young people around 20 years old because of his love for dogs, making him feel 15 years younger;
But getting old is getting old. I will go for a cardiovascular and cerebrovascular examination tomorrow morning
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