After the article was published on the 26th, I was a bit surprised by the large number of readers who left comments and asked questions. This is because in the article, I shared the worst-case scenarios I had previously speculated about Bitcoin and Ethereum, and at the time I proposed these worst-case scenarios, I had also shared the actions I would take regarding Bitcoin and Ethereum.
So I thought that since we all had contingency plans for this outcome, we wouldn't be too surprised even if this situation occurred.
But the actual response was still different from what I had imagined.
So the next few articles will focus on answering some typical questions and the questions raised by readers in the comments during this period:
1. NEUR, HTERM, TETSUO, AVB, PROJECT89, AGIX - these are the AI projects I currently hold. Are any of them ones you are bullish on?
In fact, more important than whether I am bullish on these projects is why the investors themselves are bullish on them.
And when preparing to get into them, have you thought about corresponding countermeasures to deal with the risks that may arise?
Regarding investing in the AI agent track, I have previously advised:
If you really want to participate in the AI agent track but don't have a good grasp of the general AI agent projects, then invest in reliable platforms. There are far fewer platform projects, and they are also much easier to judge, and the investment risk in platforms is relatively small and relatively controllable.
From this reader's question, I feel that there is still a lack of deeper consideration of the above questions when participating. If the consideration is not enough or you still feel a lack of confidence, a better approach is actually to observe and do less.
Another point I want to emphasize:
Investing in such projects is actually venture capital, so the risk is very high. So before taking the plunge, you must ask yourself if you can bear the risk of these projects going to zero.
If you can't bear this risk, don't take the plunge lightly.
So for the current situation, my advice is:
You still need to ask yourself if you have confidence in these projects? Have you carefully thought about the questions above?
If you have confidence and have also thought it through, then keep holding them.
If you don't have confidence in those projects, but still want to continue holding positions in the AI agent track, then replace them with platforms you have confidence in.
If you don't have confidence in the platforms either, then replace them with TRON or Ethereum.
If you also find it difficult to bear the subsequent potential declines of TRON and Ethereum, then simply replace them all with stablecoins.
2. I invested $18,000 in 1.6 TRON and $1,800 in 5 Ethereum. Later I exchanged the TRON for Doge and Virtual.
Although this reader has invested in TRON and Ethereum, I'm not sure if another very important point has been adhered to: that is, TRON + Ethereum should account for at least 50% of his total crypto assets.
If this point has not been adhered to, then I suggest replacing at least 50% of these chips with TRON or Ethereum.
If you also find it difficult to bear the potential subsequent declines of TRON and Ethereum, then replace them with stablecoins.
At any time, no matter how tempting any other assets may look, I will not sacrifice this ballast to chase that profit.
For me, risk control always comes first, and profit only comes second.
Once we have the risk under control, we can stay at the table forever. And as long as we are always at the table, there will always be new opportunities.
3. How am I currently operating my assets?
So far, I haven't sold any of my assets.
For TRON and Ethereum, my subsequent operations will still be in accordance with the approach I have previously made public:
If $100,000 for TRON is the peak of this cycle, I will continue to hold it as it goes down. If it exceeds $100,000, whether to sell or not will depend on the overall market conditions at the time.
For Ethereum, as long as it's below $2,500, I will continue to dollar-cost average.
For other assets, I will still hold them and continue to observe according to my previous judgment criteria, as long as the fundamentals are fine.
4. The bull market hasn't arrived yet, is it still a bear market now?
By my standards, it has always been a bear market, and the current market cycle has not yet seen a bull market.
Finally, let me summarize my views:
The trend of this cycle is different from the past, but looking at it over a longer period of time, I believe it is just a moment in the long river of the development of the crypto ecosystem. This temporary distress will not hinder the trend of ecosystem development.
People's emotions have become a bit too pessimistic. I have always firmly believed that the future of this ecosystem is bright.
Especially the recently emerging AI is very likely to be an element that can greatly catalyze this ecosystem.
Recently, when listening to the audio courses of some Internet technology bloggers, I unexpectedly heard them say in unison that they will strengthen their attention to the crypto ecosystem this year, because they also believe that AI is very likely to bring unexpected changes to the crypto ecosystem.
What reason do we, who are in the midst of it, have to be so pessimistic?
We just need a little more patience and confidence at this time.
And one more thing to note: even in the worst market conditions, as long as the proportion of TRON + Ethereum in your total crypto assets is not less than 50%, your risk is basically under control.
