2026.9.22 BitTiger Thinking Record

I have been in the industry for 7 years now, and I increasingly feel that the four-year cycle pattern of the big pie is gradually losing its effectiveness with marginal effects. Instead, I increasingly feel that the cycle pattern has come to micro strategies Looking back at the insightful judgment of MSTR at the beginning of the year, it was expected that the bottom range would be around 80-100. It was really unintentional to insert willows and willows into the shade. Just as FUD's voice reached its peak, various anchor disconnections, thunderstorms rumors, and expectations of selling coins to repay interest, the bottom reached 81.81, and the current price of 168.5 more than doubled Although I had planned to buy a micro strategy in early March, I have only bought a small amount of bottom position at 100 in September so far. It is truly difficult to execute the integration strategy, and of course, there is a path dependence (BTC) mentality Investment is indeed an inhumane operation. In times of crisis and danger, there are opportunities. The more severe the situation, the more daring one is to buy when there is no systemic risk in the fundamentals. Take what I hold as an example CRCL, which I recently participated in, even lowered its target price to 38, which was a form of derogatory abuse. At that time, the average price hovered around 60 for a long time At the end of 2022 and the beginning of 2023, BNB was mostly on the Fud Binance platform, as well as those who criticized BNB and CZ. At that time, the average price was hovering around 250 yuan for a long time Looking back now, they are all very good long-term positions Everything has two sides. Although the cyclical pattern is starting to fail, the maximum drawdown in the future will follow the expectation of halving the extreme value. Therefore, for cryptocurrency players, the psychological pressure of holding positions will be much less. Finally, I would like to reiterate my views on micro strategies in March: the current micro strategies are still equivalent to the early stages of the 2nd and 3rd rounds of the big cake around 2018, which means they have given latecomers the opportunity to participate in the early big cake This round of new players is super friendly, but the first half of the bull market has just begun, and the path of holding positions cannot be smooth sailing to achieve results. For those who haven't taken enough positions they want, it's not too late to make up for it ✊ eighty-five thousand and three hundred