1. The arrogance and lessons of entering the market
• The shattering of the illusion of getting rich quickly:
• I initially entered the crypto world with 5000 yuan, fantasizing about getting rich quickly but was quickly educated by the market.
• In 2017, I participated in the hype of altcoins (like Paul Coin) and experienced a 300% increase in one day, but ultimately due to greed, I did not take profits in time, resulting in a significant loss of assets.
• Participated in ICOs (like Yang Lin's ICO coin), but most delegated investments went bankrupt or dropped in value, resulting in significant financial losses.
• For the past few years, I have been in a state of "working to earn money to spend in the crypto world," not achieving real profits.
• The painful experiences in futures:
• In the early days of futures trading, I lacked technical knowledge, position management, and awareness of stop-loss, leading to frequent liquidations.
• Emotional trading (e.g., waking up in the middle of the night, not taking profits leading to loss of all).
2. The disillusionment and awakening of technical analysis
• The failure of relying on indicators:
• I was once obsessed with more than 20 indicators like MACD and KDJ, trying to predict the market, but the '312 crash' in 2020 proved that technical analysis is not a holy grail.
• Final realization: Technical indicators are merely lagging tools, unable to predict the market; true trading should follow the trend.
• Limitations of technical theory:
• The diversity of market trend classifications like Dow Theory and Wave Theory; when the market reaches critical points, the trends may be unique (e.g., accurately judging 15XXX as the bottom area in November 2022).
• The role of technical analysis is to help position market cycles, not to predict the future.
3. The construction of a trading system and core principles
• Position management:
• Use the "pyramid adding method"; initial position should not exceed 30%, gradually increase but single variety should not exceed 50%.
• Retain sufficient cash to cope with extreme market conditions.
• Profit-taking and stop-loss:
• Set clear profit-taking and stop-loss points to avoid greed causing profit retraction or extended losses.
• Adjust strategies according to market fluctuations (loosen stop-loss in trending markets, tighten in choppy markets).
• The importance of a trading plan:
• Plan goals, stop-loss, and risk assessments in advance to avoid emotional decisions.
• "Plan your trades, trade your plan."
4. The elevation of trading philosophy: From gambler to hunter
• Give up the obsession with the "holy grail":
• The market is unpredictable; the only thing to conquer is oneself.
• Record the psychological state of each transaction, realizing that losses often stem from a mindset of luck (e.g., "wait a bit longer for a rebound").
• Reduce trading frequency:
• Use the "three-screen filtering method" (monthly line determines direction, weekly line finds rhythm, daily line chooses timing, 4-hour line determines position) to reduce trading frequency to 1-3 times per week, increasing return rates by 47%.
• Living is more important than making money:
• Withdraw profits each year, using 50% to improve life and 50% as cash reserves.
• Trading is not everything in life; avoid tragedies caused by trading imbalance.
5. Six rules of survival (condensed version)
1. The law of leverage: more than 5x leverage is equivalent to suicide.
2. The Law of Time: Daily trading is the graveyard for retail investors; monthly trading is the path of the kings.
3. The art of stop-loss: Cut losses when breaking levels; stop-loss is the "entrance fee" to confirm the trend.
4. Macroeconomic prediction: Pay attention to major market trends (e.g., avoid shorting against the trend when institutions are buying ETH madly).
5. Cross-market verification: When trading Bitcoin contracts, refer to related markets like US stocks' Bitcoin ETFs.
6. Reverence for life: Withdraw profits each year; trading is not everything in life.
6. The final epiphany: Make peace with the market, and make peace with oneself.
• The essence of trading is not to predict the market but to manage risks; it’s not about defeating the market but taming one's inner demons.
• Discipline is the real "holy grail"; only by living can one qualify to see tomorrow's market.
• Author's current state: Zen trading, taking care of kids, futures are just a part of life, not everything.
Core ideas summary
• Slow is fast: reduce trading frequency, improve quality, and patiently wait for the best opportunity.
• Discipline is paramount: strictly enforce position management, stop-loss, and trading plans.
• Technology is a tool, not a holy grail: The market is unpredictable, but cycles can be positioned through technology.
• Living is the most important: avoid excessive leverage and emotional trading, maintain a balance between life and trading.
(The entire text is based on the author's ten years of painful experience, aimed at helping others avoid detours.)