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Yuyue· 2025-11-24 06:17
Market Dynamics - The cryptocurrency market experienced a correction from approximately $110,000+ to $84,000 for BTC and $4,100 to $2,700 for ETH in about 24 days [1] - This bull market's driving force is fundamentally different, characterized by asset allocation from Digital Asset Traders (DAT) and TradFi participation through instruments like ETFs [1] - The pricing power of crypto assets has largely shifted outside the crypto space [1] - The $10/11 event primarily impacted altcoins within the crypto space, with a weaker effect on BTC and ETH [1] Investment Signals - IBIT's first significant sell-off occurred around October 20 [1] - DAT's first sell-off of ETH occurred around October 28 [1] - The market may have underestimated the significance of sell signals from IBIT and DAT, which are key drivers of the recent price increase [1] Fundamental Analysis - The analysis emphasizes the importance of understanding capital flow and supply-demand dynamics for making informed decisions [1]
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Yuyue· 2025-11-22 20:48
Limitations of Knowledge - Objective conditions limit individual cognition, hindering the acquisition of common knowledge [1] - Lack of awareness and concern due to perceived irrelevance to learning [1] - Common knowledge is natural for others but inaccessible to some [1] Social Commentary - Highlights the disadvantages faced by individuals from less privileged backgrounds [1] - Expresses regret over the lack of exposure to essential life skills and information [1]
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Yuyue· 2025-11-22 20:44
对于家里经济条件一般的家庭长大的人来说，比如我，很多令人习以为常的 “常识” 是从二十多岁开始才知道的比如，牙齿不齐是需要去整牙的，脊柱侧弯是需要去矫正的，轻度的近视在青少年阶段用角膜塑形镜是可以很大程度延缓近视度数加深的身体健康的养护和矫正，都是只有在 18 岁以下的黄金时期效率最高。再比如多语言环境，人年纪越小学语言越容易,并且多语言环境能促进大脑发育哪怕现在已经在做这些矫正项目让自己更健康，开始学一些小语种，可能也是有点追求完美主义，偶尔深夜想到这些还是会有遗憾，碍于客观的条件没能在最正确的时候做最正确的事，到了一把年纪了才知道补救贫穷局限了视野和认知，但感谢过去的贫穷让人更知道机会可贵，错过好的 timing 是多么可惜的事。和投资一样，在正确的时间做正确的事，举例就是在 early stage 开始玩 sol meme，随便买什么，大多都去了 100M，而到了下行期才开始玩 sol meme 扫链，10M 都难 ...
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Yuyue· 2025-11-21 08:16
Market Sentiment - The market observes a pattern of large investors ("大户") attempting to buy the dip, with each wave entering at slightly lower price points (e.g., 90k, 88k) [1] - The author expresses understanding of the psychological anchoring effect when observing BTC at 90k [1] Trading Strategy - The author adopts a strategy of holding spot assets in dual currencies to mitigate losses [1]
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Yuyue· 2025-11-20 18:43
来不及为上一个 90 抄底的大户哀悼，下一个来到战场的是 88 抄底的大户我只双币接了点现货的原因是这样亏得慢多了，我非常能理解那种心理的锚定作用，因为感性上看见 BTC 90k 的时候我也真的很想去杠杆抄底，但是理性又告诉我既然看熊了就不应该去他妈的为了一个反弹去在下楼的电梯里做引体向上。核心就是管住手对很多人来说不操作和空仓是一种煎熬，我自己也是那种一天不赚钱心里不舒服的类型 😂 尽可能降低操作频率只能靠被动锁仓了仓位管理和现货的好处就是，仓位小了之后才能拿得住。山寨和 meme 赚的钱最后要是杠杆抄底给自己抄出事来，那真的没处说理。尤其是 BTC，总觉得 BTC 会回去的，但是扛住波动靠得只有仓位管理Yuyue (@yuyue_chris):我总有种葫芦娃救爷爷的感觉一个接一个的被套牢，一个接一个的不割肉，一个接一个的来抄底来不及为上一个 96 抄底的大户哀悼，下一个来到战场的是 90 抄底的大户。。。 ...