After October 2024, I Kay， There are also a few group friends who are playing gold in A-shares, US stocks, and Hong Kong stocks, but have been "slapped in the face" by the rise in the cryptocurrency industry. This decision has been ridiculed by other friends simply because we withdrew some of our funds from the cryptocurrency industry and switched to US stocks and Hong Kong stocks 😂。 Indeed, after that, A-shares and Hong Kong stocks experienced a pullback, and the cryptocurrency market welcomed a wave of small bulls, but I still have no regrets: timely departure was my carefully considered choice Some people say that before the sharp rise of Hong Kong and US stocks, cryptocurrency enthusiasts had never even heard of tickers. I don't agree. For a few examples: -Who hasn't tasted this' familiar and unfamiliar tea 'before, Meixue Ice City or Bawang Tea Lady? Snow King is launching a new product, and the cryptocurrency industry's large funds and new product studios have long been competing -Bubble Mart, Wang Ning's trendy gaming empire, which young person doesn't know? But chasing after the rise requires courage, not information learned at any time - CRCL 、 SBET 、 SRM ， Even the NA just now, the news in the cryptocurrency industry can definitely be considered first-hand, and the following has doubled after the news came out The world is not a diode, it's not that playing in the US stock market means you can't speculate in the currency, nor is it that playing in the US stock market means you can't speculate in the domestic market. The key is not choosing sides, but managing positions and energy -People in the cryptocurrency industry are switching to the US stock market, with fast information gathering and a keen sense of news trading. Especially during the Trump market (known as the White House stock god who calls for orders), their reaction speed surpasses that of traditional traders --The explosion of stablecoin narrative, first shot from the US stock market -The native meme and alpha of various chains in the cryptocurrency circle are still a paradise for small funds, but when the amount of funds increases, sometimes positions of hundreds of thousands of U in altcoins may be exploited by others --Of course, BTC, as an absolute mainstream, has first-class volatility, capital capacity, and stability, but its multiples are definitely a bit inferior to those of American stocks Both options are correct, it depends on how to allocate positions, utilize talents, and find the optimal path that belongs to oneself. Trading is like life, every decision is a projection of your values, personality, and talents. The monster stocks in the US and Hong Kong stock markets have doubled, and the meme frenzy in the cryptocurrency industry is just a corner of the market. There are also many people who lose money in the US stock market, and some who play meme as a slot machine and embark on the irreversible path of loan debt Other people's decisions are just a reference answer for us, don't take others' gains as your own losses. My reference answer is: 70% of energy allocation is to fight the dog, 20% is to look at major mainstream bands such as BTC, ETH, SOL, and 10% is for opportunities in US and Hong Kong stocks; Flexible and adaptable funds without self imposed limitations ------ Attached are some relevant past essays: P1: 2024 / 10 / 6， Since then, the cryptocurrency industry has experienced a period of AI frenzy with GOAT, a period of meme explosion with political memes PNUT and ACT on Binance, and the end of TRUMP. On the Hong Kong stock market side, stocks such as Xiaomi and Bubble Mart have discovered their value. Until recently, with the emergence of demonic stocks such as CRCL, SBET, and SRM, there has been a collective discourse in the cryptocurrency industry that the "shanzhai season is happening in the US stock market" https://(((x.com)))/yuyue_chris/status/1842622362342343097 P2: 2024 / 6 / 19， Incomplete reflection on the narrative of BTC and stablecoins, balancing "big" and "small", and the decision-making system between alpha and beta still needs more optimization https://(((x.com)))/yuyue_chris/status/1935435135257923786 P3: 2025 / 6 / 20， Objectively speaking, the dividend period of the cryptocurrency industry is already fading, and the hair raising track is basically over. The meme track requires stronger skills and sense of smell, with more losses and fewer wins. It's just that the routing from novice to expert has reduced fault tolerance, making it even more difficult to navigate https://(((x.com)))/yuyue_chris/status/1935920947456045267 P4: Ethereum has returned after half a lifetime of running away, but it is still 2400. Ethereum's predicament is a microcosm of all large cap altcoins in the cryptocurrency industry - few altcoins have emerged from ATH in the past six months