Investing is the process of understanding reality better than anyone else!

The market is actually like a big stage, investment is in this stage than who can see through the "magic show", don't be cut leeks by various air projects, be dizzy by the bells and whistles of marketing words, when everyone stares at the K-line screaming "the cow is coming", you have to ask them what is the "reality" they understand?

Generally speaking, the reality in the eyes of leek friends is:
Big V shouting order = wealth password
Project Team Roadmap = Bible
FOMO sentiment = buy signal

But the reality in the eyes of the dealer is:
Whale address change on the chain = harvest countdown
Declining exchange reserves = ready to sell
Community Frenzy Index = Inverse Indicator

A bull market must be the consensus of the majority, but alpha is the cognitive privilege of a few. When Bitcoin broke through $100,000, 99% of retail investors were partying, while only 1% were looking at the price of mining machines and stablecoin collateral ratios.

Why do people follow suit after a hundred bursts of coolness? Because human nature always chooses the illusion of 'quick turnaround', rather than the boring of '20% annualized'.

Really understand reality? You have to quantify FOMO sentiment, and when Twitter posts discussing 'Musk shouting XRP' are adding 500 per minute, you need to know that short leverage has soared by 30%.

The crypto market is changing rapidly, and all kinds of information are mixed. When most people are swayed by market sentiment and blindly follow the trend, those investors who can calm down and deeply study practical factors such as technology, development, the actual implementation of each project and the background of the team can often find the real value depression, lay out in advance, and reap rich returns when the market cognitive correction is made.

Ten years from now, looking back at 2025, BTC may already be the reserve of central banks, ETH may become the global settlement layer, and 99% of altcoins will be zeroed out today.

However, most people will still be arguing about whether it will go up or down tomorrow.

‍#投资心得 #加密货币  #BTC #凉兮