A week full of ups and downs... Last week, due to some events, I had new thoughts on liquidity and felt that everything was declining, which was very boring. So from the weekend until yesterday, I didn't pay much attention to the market and it rose faster than expected. Firstly, the ETH position has been profitable but not leveraged, although I am optimistic about the spillover effect of Circle exceeding expectations on the market, I lack some courage. The knockoffs mentioned earlier were actually the ones from Defi. At that time, the candidate Uni and Aave left last night and were replaced with Mkr and Ldo, as well as the Eigen that they had been holding all along. I only found out on Monday after chatting with Boss Yi that they have added a lot of leverage in the E and E ecosystems, which is indeed impressive. Then there's the new coin, Huma is making a profit from losses, Sign and STO are losing, still believe it. I think the value of Binance's new coin shell is on the rise, and there will always be people playing games when the market is good. Finally, regarding cryptocurrency stocks, my expectations for Circle were high but still exceeded them... The valuation and pricing logic is like a Chinese concept from the past, relying solely on dreams and shouting... It is impossible to judge short-term trends, and I do not understand any other derivative effects besides the positive impact on ETH In the past few days, I have struggled to change a batch of ETH ecological holdings and added some medium-sized public chains (there are fewer and fewer targets that can be played in the market, and many people are playing in the US stock market), and the stock has gone up in seven or eight.