比特傻
比特傻|Feb 21, 2025 11:29
Windward and Windward Wind Today, silly brother took silly baby to the hospital for vaccination this morning. Celebrate silly baby's birthday this afternoon. Moreover, there have been many events happening in the market today, both Sonic and Tao, and it's too late to talk about them one by one. Extract a fragment of investment notes and share it with everyone: In the narrative vacuum period, if powerful players cause trouble and become the sole focus of the market, there is likely a chance. Tst of eg Bsc During the narrative tailwind period, opportunities and traps will greatly increase. During the narrative smooth wind period, the difficulty of fundraising is much greater than when the narrative first starts. Money will also flow faster. More volume. The same project, a little later, will turn from an opportunity into a trap. During the narrative tailwind period, the probability of the leader rising is high. Tend to buy some faucets first. It is very difficult to beat the big pie when the narrative tailwind period has not started but the big cycle has started. After the start of the major cycle and entering the narrative tailwind period, it is easy to take the lead and beat the big pie in this narrative. During the narrative favorable period and even the major cycle, many people initially make money, but in the end, after entering the unfavorable period, most people lose money and their wealth is transferred. The essence is wealth transfer, not wealth creation. Regarding the news aspect, the favorable news during the favorable wind period is magnified 100 times, while the unfavorable news during the unfavorable wind period is magnified 100 times. Strong during the favorable wind period, fragile during the unfavorable wind period. Traps and opportunities look the same. When the wind blows, it's an opportunity. When the wind is against, it is a trap. Judging the wind is more important than judging traps. In the period of narrative headwinds, when we reach the bottom and the market is dissatisfied and in pain, it is also the time when a new narrative is born. In most market stages, there are neither significant opportunities for randomness nor narrative tailwinds. It's uncomfortable.
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