Let's start with the conclusion: Chuanzi will visit China in a week, and he believes that there should not be any geopolitical disadvantages between now and the end of the visit (May 15th). Speaking of the antecedents: The US stock index has been sideways since the end of October last year, and finally completed risk release due to geopolitical reasons. During this period, many individual stocks including MAGS7 have released their risks more thoroughly. Tell me about the current situation: This wave of market trend is driven by US stock reserves as the leader, driving the US stock market, which has been hit down by geopolitics, to complete a wave of upward trend; The rhythm that I can feel myself is - the leader keeps rising, MAGS makes up the gains, other sectors rotate (with a focus on AI), and then garbage stocks are flying everywhere. I haven't seen garbage stocks flying everywhere yet. The focus is on the cryptocurrency industry: Many people say that the cryptocurrency industry is garbage, purely carried by the US stock market, and there must be emotions in this regard; However, it should be noted that during the period when the US stock market was suppressed by geopolitics, the cryptocurrency market was actually very strong and had its own rhythm (rising after falling more). So, what if we treat the cryptocurrency market as a small US stock? (Big pancake as the leader, MEME opens the way with emotions, mainstream replenishment, garbage ending?)? ）So, now I think it's time for the mainstream to follow the rhythm of price hikes. (This is also the strategy I have been saying I want to implement since the pancake broke 80000, and both X and the community have repeatedly reminded me.) ） There is no market that only falls and doesn't rise, nor is there a market that only rises and doesn't fall. When the Air Force teachers start to surrender and turn bullish, we need to be more cautious, watching time and emotions.