Regarding the current investment timing, my personal feeling is that the window for value investing may only remain for another 2 to 3 years. This reminds me of past cases—those who only jumped in after the tide turned often find themselves in long-term difficulties.

My strategy is to go with the flow, but not to put all my chips on a single asset. Generally speaking, I keep my position in a certain coin within 30%, but currently, LTC accounts for 40%, which is already a bit beyond rational limits. This is more due to a certain intuitive judgment about the market.

The current asset allocation structure is as follows: the main position is still in A-shares, aiming for more certain growth opportunities; the secondary position is in the crypto space because it has stronger explosive potential. Each leverages its strengths—one emphasizes stability, the other emphasizes imagination.

My father once told me that once you identify a direction, you should invest time and money into it. Wavering may seem flexible, but true ability lies in focus. Managing a good investment plan is about combining persistence and flexibility effectively.

There are many types of bullish traders in the market. Some daydream about dramatic reversals; some are numb from losses and stop trusting anything; some rely on frequent betting to stimulate excitement. But we don’t belong to these types—we choose to follow the big trend, have confidence in our judgment, and be a solid participant.