Yesterday, I spent the whole afternoon chatting with friends about the layout of AI optical modules and storage tracks! Lately, I’ve been taking time to reflect. Falling behind this time is definitely my own issue. Not understanding the market is a key factor. The era is shifting, and so is the flow of capital. We have to adapt and move with it—you can’t fight a 2026 battle with a 2021 mindset. For me, Bitcoin remains my largest position and strongest belief, and I won’t change that easily. But to go all-in on altcoins again or wait for the so-called “capital flow back” would be too stubborn. Accepting reality is a necessary condition! Allocating part of the funds to make adjustments and bets in AI’s best opportunity zones—that’s something we must understand. If you don’t understand it now, you’ll figure it out through action. This article mentions treating Crypto as a Beta allocation (BTC/ETH dollar-cost averaging), shifting the main positions and focus toward AI hardware, and finding a few truly grounded integration opportunities in Web4. For many people looking to seize opportunities in the AI era, this is almost like a “2026 version of a life/investment guide”: Discipline > Narrative, Valuation Reassessment > Short-term fluctuations, Choices > Effort, Peace of Mind > Getting Rich Quick. The article is packed with valuable insights, so I highly recommend reading it in full (especially the sections on optical modules vs storage, position discipline, and the HBM Super Cycle). Thanks @ViewsOfChris