80 years ago, Buffett realized value investing and found the right time to invest in the deviation between intrinsic value and market price. 30 years ago, Duan Yongping began to venture into the realm of nothingness during the Battle of NetEase - he knew how much impact games had on human consciousness. Nowadays, market participants are different, they like Bubble Mart NFT、 Game stations, chasing crcl fiercely - invisible and intangible narratives, emotions, and consensus have become market factors. Investment Memo