— At 10:30 AM on the 18th, I saw the market cap at 4 billion, thought it was a hack on the way and didn't think much about it since it was too high. Previously, my understanding was not to enter if it was above 500 million; now the market cap is already 32 billion, 8 times...

Reason

1. Not opening the CA website will connect to the small detail of moonshot. However, Brother Sun @0xSunNFT noticed it. But actually, if one suspects their account is hacked, they generally wouldn't click on links; just need to be more sensitive next time.

2. If you think about it carefully, would a real hack reach 4 billion in half an hour? Who would dare to hack the president's account? If it really was a hack causing user losses, wouldn’t the FBI chase them globally?

3. Previously, several PVPs on-chain like Flavia, EVO, Scihub, etc., basically wasted half a day and still lost interest; I haven’t put much money into Sol and didn’t bother to go to exchanges.

4. The opportunities on-chain indeed lie in small bets for big returns. But thinking carefully, rushing to open positions doesn’t apply to most people; the uncertainty is too high. My principle is to take heavy positions in big opportunities, and not to play with opening positions. But even so, who dares to take multiple positions when it was 4 billion? Always remember that going all-in at the poker table is not advisable. However, for most retail investors, being able to buy over 10 Sol lottery tickets at 4 billion yesterday is rare. I guess most are still below 2 Sol. Actually, how much one dares to buy still relates to their total asset amount + risk preference. Retail investors may only have a few thousand USDT in total, so for such an on-chain opportunity, they might only bet under 1000 USDT. Some alpha might be around 100-200 WU, thus willing to spend 1% to take a shot, depending on personal risk preference.

What should be done next?

1. Improve sensitivity, identify your own positioning and risk preference. If conservative, then use 1-10% of total assets to speculate a bit; I can't judge for aggressive types since I'm not one.

2. Do not hold biases against any targets, strive to expand your imagination. The reference reason 2 should be something you can think of yourself. (Yeah, how dare hackers steal from Trump?) Then confirm that if it really was from Trump, it can completely be compared to Doge, and investing 10% of total assets into 40 billion is not a problem (for conservative types, aggressive types are not discussed).

3. There is no preference for large positions being on exchanges or on-chain; where there are good targets, that's where to go. Previously, large positions were all in BTC/ETH/stablecoins. At this time, it seems appropriate to allocate some of the large positions to Sol as well. At the same time, we should also increase the weight of some large opportunities like Trump/Pepe. For example, @BTCdayu @brc20niubi, although they were already at 30-60% progress when they shouted, they dared to take heavy positions at this time. Clearly issued by the president + finding comparable assets SHIB and DOGE, then let the imagination run wild with 20b as a possibility.

— If you miss out, reflect and review; continuous improvement will lead to winning one day.

Blockchain geniuses, let's encourage each other.