CryptoPainter
老朋友叫我“画师”，技术\数据分析和量化交易，提供各种刁钻角度看市场，用时间做杠杆。 实盘为Agent账户，正在测试的一个自进化策略系统，请勿跟单！
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Actually, shorting AI and being bullish on AI are not contradictory...
Shorting is about the bubble inflated by the capital game, while being bullish on AI is about believing in the long-term industrial revolution.
I feel that those shorting AI now, in the crypto market context, is like when BTC surged to $200,000, futures market open interest skyrocketed, funding rates soared to 0.3%, and the whole market was leveraged long...
In this situation, shorting is not a problem, but it doesn't mean the short sellers deny the overall big trend.
On the contrary, those who think AI (BTC) is a scam keep getting proven wrong no matter how the market moves...
The dollar-cost averaging system has been dormant for a whole month, and today it finally started placing orders!
I hope BTC continues to decline; it might be that there are only one or two more window periods left in the future...
A daily dollar-cost averaging quota of 1000u is still too low. I estimate that I will manually buy some spot additionally later on...
Forget about US stocks, storage, and AI; BTC's narrative is far grander, more enduring, and more deeply rooted in people's hearts than theirs.
The scariest feeling in this bear market isn't that there are no survivors...
But that everyone is constantly making a fuss...
Those who truly make money in a bear market quietly rest and study, while those who haven't made money become increasingly anxious and thus more active...
Right now, Twitter is at least 10 times more active than it was in 2022!
So the conclusion is: the vast majority of people haven't made enough money this cycle to ease their anxiety...
The surprise of this bear market is given by $KAITO...
In the early bear market, among many altcoin holdings, this was the only one not liquidated (I even sold Virtuals...)
As a result, under the big bear background, only Kaito has been pulling the market against the trend for a whole six months!
Now there's nothing to say except feeling comfortable...
This feeling is basically like winning the lottery...
I originally didn't want to mention Kaito because I have a relatively high influence in this topic, and every time I shout out, it causes a big pullback, but recently I really can't hold it in...
I've been bullish on Kaito for so long that profits are no longer important; I also want to earn some emotional value, hahaha~
By the way, after unstaking, I have been slowly selling spot; the 0.4 cost has tripled, so it's understandable that I sell some, right?
CryptoPainter
To be blunt, I really hope the situation in South Korea gets transmitted to the US stock market late at night...
BTC has been oscillating at a low level for so long, just one last twitch away...
I previously guessed it would be MSTR or some second-tier exchange to ignite the fuse, but later facts proved that both paths are unlikely...
So in the end, it should only be the influence of the broader financial background...
BlackRock started leading the sell-off from the 23rd, and ETFs have recently returned to a net outflow state of $200 million per day, so I think a big US stock market correction driving BTC to break a new low and truly start bottoming is currently the best scenario...
Currently, cash holdings have risen to over 80%, thanks to kaito helping me make a profit; the only major altcoin holding in the bear market actually surged 400%...
Now it's just a matter of patiently waiting for the opportunity to pick up the corpses!
Although I haven't made much money recently, the account value denominated in coin base is hitting new highs, which in a way also counts as profit...