Keep 30% cash. When the market panics and people throw the baby out with the bathwater, you need to pick the baby up. That's the meaning of keeping cash—waiting for the right moment. In May, AI stocks surged, while other sectors plummeted. I told you to buy Moutai, Tencent, and CRCL. The AI sector is good, but there are more good stocks than one, especially since other stocks are even cheaper now. Good stocks will take time to fall, but they will eventually recover. Many people were criticizing Moutai back then; now, even more are criticizing CRCL. But my view on CRCL hasn't changed. Stablecoins represent a paradigm shift in the payment industry and are heavily influenced by the cryptocurrency market in the short term. In the last cycle, Silicon Valley Bank's collapse also affected the stablecoin business, but in retrospect, it was just a small stepping stone in growth. Today... The cryptocurrency market is currently in a bear market. Stablecoin issuance has temporarily decreased. Wait a bit. If the cryptocurrency market experiences a bull run, stablecoin issuance may increase rapidly. Even if it doesn't, stablecoin issuance will gradually increase due to the RWA (Retail Transaction Wafer) in the US stock market and other various trading platforms. Buying the dip in BTC is buying the dip in the cryptocurrency's BAT (Baidu, Alibaba, Tencent) sector. These BAT sectors may not necessarily yield significant returns in the future. However, buying the dip in CRCL is buying the dip in the cryptocurrency + payment industry's BAT sectors, with a consistently high success rate and even higher returns. My CRCL spot holdings are also showing a floating loss of several tens of points. However, compared to my own account, the cryptocurrency funds I haven't sold CRCL for have been almost entirely lost through leveraged futures trading. Those lost positions won't recover, but CRCL will. Don't sell CRCL at a loss. You can buy up to 25% of your personal net worth in CRCL. Be patient and wait for it to grow. It's much more reliable than many other investments you're blindly trading.