Thoughts and Actions Based on Recent Market Trends

🪙 Large Capital

Bitcoin today broke below the MA120 line (94,800). Non-BTC assets like ETH, SOL, and altcoins have mostly been sold. There are still some that are not unlocked, such as HSK and BIO, for which I have also hedged half. Regardless of whether they rise or fall, I will not buy them back. If there is a new narrative, it will be another investment thought process.

Bitcoin is my main asset. I sold 50%, and the remaining 50% is an asset I will not sell this round. It is all staked in Babylon, just holding on. The worst-case scenario is to wait for another 3-4 years.

What if it rebounds?

If the market rises back to 94,800 and stabilizes, I will buy back 50% of the Bitcoin I sold today. In short, I will accept wear and tear: buy if it breaks upward, sell if it breaks downward, to avoid this drop being the start of a bear market rather than just a correction.

What about USDT?

Most have been converted to RMB and HKD.

I used RMB to pay off past borrowing leverage, cleared and canceled unused credit cards, and the remainder is for living expenses.

Through Hashkey, Victory Securities, etc., I can convert USDT to HKD, and these will be used to participate in Hong Kong IPOs. This week, the popular stock "Mixue Ice City" is expected to be profitable.

IPO Arbitrage?

Staking projects are gradually withdrawing. In the future, there will be light asset interactive projects, and I will continue to push forward, mainly following Fengmi @KuiGas.

The small team is continuously expanding mobile infrastructure, one device, one number, one IP, then putting it on BN, OK, BG, BY, Hong Kong cards, Hong Kong stocks, and pairing it with a Hong Kong SIM card. Basically, these can sustain the daily expenses of the small team.

Then wait for the next wave of opportunities to arrive 🌊

Finally, I vaguely feel that the real bull market has not yet come…

The above are Lao Xue's own thoughts and actions, not investment advice.

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