allincrypto 熬鹰资本 🇨🇳
allincrypto 熬鹰资本 🇨🇳|Aug 06, 2026 06:54
I just feel there's no need to keep forcing trades in certain sectors after the big trend has already played out. Take gold from January to March as an example—if you kept playing it after that, you'd just end up disgusted by the market. Same goes for storage. The trend has already shown its ups and downs. If you're not a value investor, most individual stocks here have already rebounded 30%-40%, so it's pretty much done. Moving forward, any chaotic market action wouldn’t be surprising. Plus, this is honestly the sector with the most retail investors I've ever seen. After this big withdrawal, I’m basically just observing the market and playing small waves here and there. Making money depends on the market, and having a clear understanding of it. Volatility in August will be much lower than in July, and the market doesn’t have a clear AI narrative right now. If you trade software, software drops while storage rises. If you trade hardware, semiconductors drop while software and cloud services rise. There won’t be any particularly smooth trends for you to leverage up and go all-in. Take it easy. Over the next two months, making 50x or 100x returns should be pretty chill. But if you’re still losing money during this period, it means your strategy and the market are completely out of sync. Now that the trend has shifted to consolidation, it’s going to be even harder to trade. That’s also why I withdrew after hitting 10 million—I know very clearly that I won’t be able to handle what’s coming next.
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