When there is a real decline, it is the time to test the position allocation and whether the mentality is resilient. To be honest, I'm timid now and didn't dare to increase my position The main reason why I didn't dare to increase my position is that a few days ago, I made money by doing various impressive LITE shows, going against the wind, and now I have already reached half of the roller coaster and my profits are almost gone. 1、 The mouth is still tough, the company's fundamentals are not a problem, it's profitable, there's a queue for orders, just the shortage; So the reasons for the decline are mainly as follows: 1) the previous rise was too high, 2) it is still closely linked to storage (a wave of money), 3) macroeconomic headwinds; Then we need to consider whether we have gone beyond the framework we previously planned? The answer is no. If not, then this transaction is still within the previously planned and controllable range, and the change is not in this transaction, but in the price, which in turn affects the mentality. However, since it's not going to go 332 now, but more likely to go C, from the perspective of mindset building, we need to forget about our previous profits and position this order as a mid line order for building positions starting from 830. The solution is to lower the warehouse price and lower the cost price, so if the price is above 830, it will be flat. If it is below 830, then consider adding warehouse. 2、 The big cake is really his mother hard. The macro view is like this, and the US stock market is like this. The big cake is still more than 80000, and the ether is still more than 2400, which only shows one problem: the main force of this wave is very firm. On the other hand, there is no need to worry or think about encryption. Just hold onto the position and wait; The size of the position is also sufficient, and there are plenty of spot stocks on the left side. In this market sentiment, we should not take the risk of adding leverage on the left side. After the big pie jumps, there should be many opportunities on the right side. After all, although the big pie has not fallen much, counterfeit and cryptocurrency stocks have already fallen sharply.