YaoXu

Unexpectedly, the "bottoming out" with the least decline was ICP. Yesterday, the greed and fear index reached 5, but due to this wave of sharp decline, there were no obvious black swan events, mass liquidations, or capitulation events. Let's observe if there's a second attempt.

Buying the dip too early, got caught in the trap, but haven't hit the stop-loss yet. Still cautiously optimistic about the future market and holding. Regarding the tracks, currently focusing on Moltbook-related and ERC-8004 protocol-related projects. The single item I am more interested in is BSC's HOLDAI, but I entered at a low point, and after reposting cz, it moved higher. Today the market overall dropped significantly, but it remained stable, and it does have some practical use. I'm considering whether to buy back in, as the overall profit and loss ratio is still quite good.

Fully buying BTC, SOL, ICP, stop loss at 75,000, 100, 2.2. Hope the market can improve.

33m heavily invested in #HakiMi for three reasons: 1. Bitcoin will retest the 88,000 support; if it holds, it's a very good entry price. 2. CZ explicitly advised yesterday not to look for angles from his Twitter; he has said this before, but the coin listing team didn't cooperate. Yesterday, Alpha listed two completely unrelated coins, raising expectations for HakiMi. 3. As the Spring Festival approaches, some will bet on HakiMi keywords during the CCTV New Year's Gala, so they are positioning early. The main risk is a market oversell.

He locked it for a month, thinking that 2026 was next year and forgot it was this year. 3X also didn't run away. I kept holding on because he doesn't like Musk, so I didn't open the blue V. People like this kind of IT person with a strong personality and a bit of stubbornness usually have a higher sense of morality than politicians and celebrities. If he could tell a few extra stories freely, it would really take off.

1.2m followed up

Saw the npm notification reminder this morning. I couldn't use the computer due to some inconvenience, what a pity. I rarely use my phone to trade on-chain, so I still need to adapt through multiple channels.

7M followed the life K-line, not sure what the script is, just participate.

Bitcoin is at 98,000, a key level, watch out for risks

Woke up feeling uncomfortable, just watched some entertainment and didn't buy any coins. It's been 2M for so long. Honestly, I just laughed when I heard it, it's too abstract.

The woman at the end of the AMA made me laugh so hard, "Shanyan Wanli, you are the joy I hide in the breeze," CZ was completely stunned, hahaha.

CZ's AMA is like ELON's AMA before; nothing takes off, it's just hype and rhetoric.

Because I was listening to CZ's AMA, it was a bit difficult to operate. According to my expectations, I cleared 800K, between $500 and $2000. Unfortunately, if I had cleared 1M, I would have just taken a break. I checked and saw that it's the same CTO Wang Chai's "Green Hat Boy" who is now CTO again, taking back 1/4. I'm actually quite lazy about small positions; mood and ease are more important. Continuing to scan the chain to see if there are any new things.

800K has arrived, quite fast.

Doubled, the personal wallet has been issued. Let's see if the new wallet can make the first transaction directly 5X.

The new wallet's 500U has all been invested, and the personal wallet has also reached 1B. I've seen others use this horse many times over the years, and I wouldn't have known the name of this project if someone hadn't posted about it today. Given the current liquidity and the hype around horse meta, the 800k issue isn't a big deal. Going higher depends on sales and creating buzz.

Yesterday I chased MO 500K, sold when it dropped to 150K because of differences in MO / LUMO names, and because Palu and Bibi, who previously exited, didn't perform well enough. Today, the bottom rose and broke 1M. The main reason is probably Binance's huge surge today, market sentiment is very good. When things are good, as long as the narrative isn't too bad or fake, everything can go up.