Recently, I've been monitoring the trend in the gaming sector and found an interesting switching opportunity.

First, let's talk about the recent closing position — although the price has indeed stabilized, I still chose to stay on the sidelines. The key issue is that at the 0.28 level, there was no effective breakout, and instead it got caught in a tug-of-war with oscillations. From the market perspective, although the overall direction is upward, indicators like trading volume and market sentiment haven't kept pace, and the price increase isn't decisive enough. This characteristic is more like a distribution phase rather than a startup, so I prefer to wait until it shows a real trend before acting.

Currently, the main holding is AXS, which is a long position. This is a very typical leader in the gaming sector, and the logic for choosing it is quite clear: low circulating supply, not a large market cap, which means the selling pressure is relatively controllable. Once it starts to rise, the effort needed is relatively light. More importantly, this coin has been bottoming out for a long time, and if the big players really have long-term plans to accumulate, the initial accumulation phase won't be too short. In this case, to unload later, timing is crucial — dumping chips easily causes liquidity crises, and the coin price could be pushed back down. Clearly, this doesn't align with mature trading logic, especially considering the effort already spent on shakeouts earlier.

Another important background is that the timing of the sector switch is very well chosen. The recent rally in the privacy sector has just ended, and that wave of gains — especially the super rally driven by ZEC — wasn't short-term speculation but a genuine mainstream trend. Under these circumstances, the funds pulled out of the privacy sector are substantial and likely to flow into the next hot spot. The gaming sector now is the position to receive those funds.

From a technical perspective, a double-top pattern has formed, and the market is oscillating sideways. The key point is whether it can hold the low point on the left side — this is the defensive line for going long. If it can't hold, stop-loss according to plan; if it can hold, and a real rally starts later, the probability of catching the main upward wave is high. So, the risk-reward ratio at this position is quite attractive.

Of course, there are also some who are bearish in the market, just with different ideas. But for high-confidence trends, you need to dare to increase your position and hold on. Setting a stop-loss just below the left-side low point is enough.