I didn't pay much attention to blockchain recently, but today I talked to some brothers and it feels a bit like August or September last year. BTC and Shanzhai have not yet made a clear breakthrough, and on chain liquidity is also returning and has not truly recovered. What we are currently waiting for is a breakthrough in the overall market, as well as the wealth effect and new narrative brought by Neiro and Goat on the chain last year. Coldness and waiting can also be boring, and liquidity will eventually return. If you don't want to take risks, just wait for the second phase. NEIRO and GOAT come out, there's no need to seize them. There will be ACT PNUT and a lot of other opportunities that arise, so we need to intervene decisively at that time.