《Considerations for Full Position at the Beginning of April》

The following content is a response to the question raised by group members, "Is having a full position a bet that the subsequent trend will be bullish?" after starting a full position in Bitcoin when it was over 70,000 at the beginning of April. There are two important points:

First, I personally believe that "the risk of holding fiat currency is higher than that of holding quality assets," which everyone will feel more deeply today with ETH continuously surging.

Second, at that time, I also provided some of my judgment logic. Specifically:

1. This wave of decline is mainly due to tariffs, but tariffs have completely followed the script as previously understood. That is, Trump is accustomed to throwing out the most severe measures first, then negotiating, preferably for harmony, so I believe that whether Trump softens his stance or not, the Federal Reserve will be forced to lower interest rates.

2. Even if the first point is entirely wrong, and the NASDAQ continues to drop by 20%, holding quality assets and enduring some declines is not a big deal; one just needs to get used to it.

3. Therefore, this is also why I have not been focusing on meme coins or junk altcoins lately; my energy is actually focused on the most important matters, specifically researching what constitutes good targets.

4. Currently, my positions are evenly distributed across A-shares, US stocks, Hong Kong stocks, and the cryptocurrency market, and they are of different types, even including Maotai, which is basically unaffected by tariffs. Overall, I personally have nothing to worry about.

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Making money with wisdom will lead to a lot of dopamine. Especially when holding some targets that have risen significantly, including BTC, HYPE, ENA, ETH, SOL, etc.