Recently, I (the author) have completed my portfolio allocation in stocks such as BTC, Google, Intel, SK Hynix, Coreweave, and CBRS. Current situation: 1. Following the Binance hack, major platforms have released a large amount of USDT (U-Finance), which will restrict the activity of altcoins and memes. 2. Demand for AI semiconductor stocks has not slowed, but Capex has shown marginal weakening. Both bullish and bearish arguments are valid. 3. Anthrapic is scheduled to list in mid-November, and the market is already experiencing a liquidity drain. 4. The Fed's interest rate hikes, oil prices, long-term interest rates, and inflation remain unclear, especially inflation and Fed rate hikes, which are subject to change. At this point, I (the author) believe that after the initial allocation, it is not advisable to be more aggressive. The market is unlikely to break out of this stalemate in the short term. And here I am, packing my bags again this afternoon for another trip. Sitting in front of the computer wrestling with candlestick charts at this time is not only a waste of time, but also unlikely to yield any returns. However, before leaving, I've already consolidated my exposure to OKEx's Flash Earnings and various Binance financial products. Generating interest smoothly, I'm off with peace of mind.