Although I am optimistic in the long run, I personally believe that the logic of safe haven assets in the big pie is difficult to establish at this stage, and it may be more chaotic to first fall and then be discovered to be useful. For the main institutional investors (ETF buyers) currently holding, the logic of Da Bing being the first batch of risky assets that will be sold during Cash Raising remains unchanged. Besides MSTR, I have been buying, but time is not on MSTR's side (the more the US stock falls/the more the NAV closes, the more difficult it is to issue bonds).