Can you share with me the major assets and holding logic that I have been slowly buying during a bear market 1) BTC: The logic of bottom fishing goes without saying. According to cyclical theory, BTC will be the asset with the fastest absolute climb in the early stage of the next bull market, and it is also the only asset with a good holding experience during the bear market bottoming out period. In addition, BTC, which led the way in the previous cycle, has been sold out by many people, and retail investors do not hold much. In addition, if pure BTC Maxi can also consider buying MSTR, a BTC strongly correlated leveraged asset that has almost no possibility of collapse in the short term and has been fluctuating back and forth from its high point, it will double its value if it continues to rise; 2) ETH: The logic of holding ETH may surprise many people, who simply believe that ETH will be the last hope of the Crypto Native ecosystem. Therefore, I have mostly switched my other holdings of knockoffs to ETH, including some SOLs. It may sound a bit protective of the Crypto faith, but behind it lies a more optimistic attitude towards the widespread adoption of stablecoins, tokenization infrastructure upgrades, the integration and adoption of infrastructure such as RWAFi and DeFi, and the narrative explosion of Agenetic Economy. In particular, the potential of the previous round of Second Cake has not been fully released. When the next foam blows, it may be a more beautiful boy than BTC; 3) SOL: Although some of the positions have been changed to ETH, SOL's position is still not small. The reason is that, as a carrier of the previous MEME and AI Agent boom DePIN、 The expected ecosystem of consumer level applications, Solana's chain has demonstrated the team's strength with a fierce counterattack. While Firedancer client coverage, Alpenglow consensus upgrade and ICM Internet capital narrative are still on the way, SOL is a MEME chain, rather it just has the strength to carry the MEME boom. When the next wave of hot spots comes, SOL is still the most resilient carrying ecology with strength and economic vitality; 4) HYPE: I have been quietly buying stocks and building positions since early on, and everyone is optimistic about it. However, there are two reasons why I truly have confidence in HYPE: 1. HYPE is the only new coin that emerged in the last bull market, perfectly standing on the opposite side of the empty market for altcoins. If we have to say that playing in the altcoin market is like digging for gold in a cesspool, then HYPE will definitely shine brightly; 2. The HIP-3 protocol elevates the Hyperliquid narrative to the level of on chain Binance and even on chain CME. Tradexyz has generated a large amount of over-the-counter incremental trading through crude oil and gold silver futures trading. The tension of HIP-4 in the outcome options combined with predictive markets has not been fully released yet. So, HYPE still has great potential. If it weren't for the continuous large-scale unlocking and the lack of thorough cross cycle structural washing factors, it would probably have flown to the sky by now; 5) TAO: The reason for choosing TAO is not that complicated, it is just because it is a leading project in AI+Crypto narrative, and its strength has been verified in Covenant distributed model training. Although there were differences in the ecology later and Covenant crashed and left, it was precisely during this wave of major setbacks that I completed the establishment of my position in TAO. Because no project that has been tested for a long time will come to a halt due to a local ecological conflict, and because the narrative of Agenetic Economy is bound to resurface, choosing TAO is just a way to get stuck in advance; 6) ZEC: It's a bit regrettable that we couldn't ambush during the early stages of Naval's call for orders, but during this wave of retreat, we gradually increased our holdings. The reason is not complicated either. Choosing ZEC is only because the privacy track cannot be falsified in Crypto, which is both necessary for AI productivity innovation and a necessity to comply with regulations. In other words, even if decentralized narratives are falsified, the strong demand for privacy track solutions will always exist. At present, it is not obvious that AI is popular. When the AI foam cannot blow down to a certain bottleneck period, or when the resources of the big model computing power reach the second half of the take-off of the agent application economy, the privacy needs (ZK, FHE, quantum encryption and other technologies) will certainly become the just needed scene for Crypto to enter the AI boom, and it will not violate the agreement at all;