Investment is the process of understanding reality more deeply than others!
The market is actually like a big stage, and investing is about who can see through the 'magic performance' on this stage. Never let yourself be scammed by various vaporware projects or be dazzled by flashy marketing rhetoric. When everyone is staring at the K-line and shouting 'the bull is here,' you should ask them what their understanding of 'reality' is?
🥒 Generally speaking, the reality in the eyes of retail investors is:
💃 Influencer's call = Wealth code
💃 Project roadmap = Bible
💃 FOMO sentiment = Buy signal
🔪 But the reality in the eyes of institutional investors is:
😈 On-chain whale address movements = Countdown to harvest
😈 Exchange reserves decreasing = Preparing to dump
😈 Community frenzy index = Contrarian indicator
A bull market is certainly a consensus among the majority, but excess returns are a cognitive privilege of the minority. When Bitcoin breaks $100,000, 99% of retail investors are celebrating, while only 1% are looking at mining machine shutdown prices and stablecoin collateral ratios.
Why do people still imitate after experiencing massive liquidations? Because human nature always chooses the illusion of 'quick flipping' over the drudgery of '20% annualized returns.'
To truly understand reality? You need to quantify FOMO sentiment. When Twitter discussions about 'Musk's call on XRP' increase by 500 posts per minute, you need to know that the short leverage rate has already surged by 30%.
The crypto market changes rapidly, and various information is mixed. When most people are swayed by market sentiment and blindly follow trends, those who can calm down and deeply study technology, development, the actual implementation of various projects, and team backgrounds tend to discover real value gaps, position themselves early, and reap substantial rewards when market perceptions correct.
Assuming we look back at 2025 in ten years, BTC may have already become a reserve for central banks, ETH may have become a global settlement layer, while today, 99% of altcoins might go to zero.
However, most people will still be debating 'will it go up or down tomorrow.'
