With my left hand $SOON and my right hand $HUMA, I, the old man, chat about youthful madness, and learn to preach and show off:
1⃣ Review
In this cycle, the tripartite of market attention, liquidity, and collective unconscious emotion 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 disproven.
On the contrary, while participants are overly crowded in the pump-dump game, some long-term opportunities have opened up for those of us in a lower ecological niche.
And I happen to be the camel that passes through the eye of the needle, and twice.
2⃣ Methodology
Although a gentleman is not an instrument, in the historical process of self-development, we must specialize to adapt to the environment.
If we choose to invest in crypto through investment logic and technical narrative analysis, it means we are walking a path less traveled, like Jesus walking freely into the Judean Desert for ascetic practice.
We need to recognize the operating principles of the Dao, and we need to master skills such as data/information collection, constructing thinking models, feedback, and learning.
3⃣ The Next Gem 💎
To put it bluntly, the narrative of Web3, which originated from the Ethereum principle of 'computation over verification,' has already become a dirty word, a bad word. Therefore, Trump’s regulatory authorities never mention Web3 in any context, only talking about Crypto.
Nowadays, Vitalik also expressed his stance in the blog 'Simplifying L1' by returning to Bitcoin's 'verification over computation' development principle, repositioning Ethereum as a decentralized financial settlement layer.
This means that projects originally flying the Web3 flag need to find their own positioning again in a new dynamic environment.
And chaos is precisely the ladder to transcendence, uncertainty is indeed the source of Alpha.
As for what the next Gem is, I'll keep it a secret for now and wait until I confirm that my Twitter throttling status has been lifted before making it public.
