As expected, it's a policy-driven market. Once the words of the 'Emperor of Sichuan' came out, the market surged directly.
Some positions in Nvidia and Tesla have been reduced.
The trend should last for a while.
The strategy below is to sell more as it rises, keeping the position within 80%.
In terms of cryptocurrencies, if the rebound can continue for a while, I will continue to reduce positions in altcoins. No additional holdings in any cryptocurrencies.