Yesterday, I talked to my cousin about the cryptocurrency industry AI Related topics. He is around 40 years old, graduated from the undergraduate research institute of electrical engineering at National Taiwan University, and currently works in automotive equipment AI The application company's CTO， I usually pay attention to technology, investment, and food. A few years ago, I talked to him about memory blockchain, but he always lacked interest and had extreme distrust of this industry. He said he had seen Mentougou before FTX、 And there are frequent incidents of various hackers, big and small, invading and manipulating the industry, causing injuries (yes, he has been paying attention to it), so he doesn't want to take these risks. It sounds reasonable, he is a very conservative and well-organized person, but yesterday we talked about him having investments BTC， This has confused me, how could there be such a transformation? Trump. This old man's policies, whether intentional or not, make cryptocurrency, especially BTC Entering the mainstream eye, after all, the most powerful people in the world take the lead in cryptocurrency trading, and it is difficult not to be seen by equally powerful friends on social media. The main reason why he started buying is that the reserves of enterprises and countries are gradually increasing, and "in the future" Bitcoin will become the existence of gold, while "now" it does not, so there is still excess return. So he started buying on dips BTC， I asked him how he bought it, and he said IBIT， i.e. iShares Bitcoin Trust ETF。 This answer surprised me. Surprisingly, there are lower cost, convenient, and safe ways to purchase. But he calmly told me that it was complex and unsafe. In the memory blockchain industry, we often have blind spots and a natural optimism, thinking that if the operation is easy, it feels simple; Familiar things are equivalent to security. For him, and even for adults and larger money outside the world of blockchain, it is believed that trust is truly gained under the existing regulatory system, and the stock exchange has undergone hundreds of years of iteration, albeit slowly but steadily. I can't help but reflect on these things that I used to take for granted. Looking at them from a different perspective, there are actually more possibilities. Then he told me that he could only allocate 5% of his overall assets, which he wouldn't exceed at this stage. After all, his personality is conservative, he doesn't pursue overnight wealth, and he still takes pleasure in his main business. 5%, although not stimulating, actually makes me have even more terrifying expectations for the growth of the memory blockchain industry.