With my left hand $SOON and my right hand $HUMA, I, an old man, whimsically express my youthful passion and also learn to preach and show off:

1⃣ Review

In this cycle, the triad of market attention, liquidity, and collective unconscious emotions has become the dominant force in the crypto market, but this does not mean that the effectiveness of investment logic and technical narrative analysis has been invalidated.

On the contrary, while participants are overly crowded in the pump (price surge) - dump (price drop) game, some windows of opportunity for long-termism have opened up for those of us in lower ecological niches.

And I happen to be the camel that has passed through the eye of the needle, and twice at that.

2⃣ Methodology

Although it is said that a gentleman should not be an instrument, in the historical process of self-expansion, we must specialize to adapt to the environment.

If we choose to engage in crypto investment through investment logic and technical narrative analysis, it means we are walking a less-trodden path, much like Jesus, who wandered into the Judean Desert for self-cultivation.

We need to understand the operational laws of the Dao; we need to master the techniques of data/information gathering, constructing thinking models, feedback, and learning.

3⃣ The Next Gem💎

In the Trump 2.0 era, the biggest logical transformation in the crypto industry environment is the renaissance of the “Crypto” narrative and the bankruptcy of the “Web3” narrative.

To put it bluntly, the Web3 narrative, which originated from Ethereum's “computation greater than verification” development philosophy, has become a F*** word, a dirty word, a worn-out term. Therefore, Trump’s regulatory authorities never mention Web3 in any context but only talk about Crypto.

Nowadays, Vitalik also expressed his stance in his blog “Simplifying L1” by returning to Bitcoin's “verification greater than computation” development philosophy, with Ethereum repositioned as a decentralized financial settlement layer.

This means that projects originally branded under the Web3 banner need to find their own positioning in the new dynamic environment.

And chaos is precisely the ladder for transcendence, uncertainty is indeed the source of Alpha.

As for what the next Gem💎 is, I’ll keep it a secret for now until I confirm that my Twitter throttling status has been lifted before making it public.