黄推内容：2025-7-15！七月过半，行情也开始启动，晨练后，来到茶室，最近一段时间坚决减负，清理思维，下半
2025-7-15！七月过半，行情也开始启动，晨练后，来到茶室，最近一段时间坚决减负，清理思维，下半年是关键时期，千万别累，让大脑清醒，考虑大周期的事情！
1️⃣比特币继续不停新高，整体行情也算火热，但力道还不够，不过正常，行情刚开始么，有个爬坡，加油，加速的过程，这是一轮季度行情，太快反而不好！当然这也是周期行情的一个关键时期，一定要放慢节奏，停止忙碌，目前时刻，该布局也布局差不多了，空投项目也开始批量的tge了，现在的重点是要观察周期的节点了，因为比特币的机构化，周期的剧烈震荡不会和以前熊市一样，但其他照样！所以这轮狂暴行情必须减持仓位，我会根据观察发推提醒，不能让忙碌影响判断，如果说以前是低头赶路，现在就要开始抬头看路了，未来一旦路错，全都白干！
2️⃣最近写了关于Kaito的系列推文，也带点总结性质，本来就是写一两篇，但写着写着就成系列了，索性就系列写下去，想起啥写点啥，下篇写写Yaps的故事，也给新人小账户点建议！
为何我也不参与冲榜这些了，一个是我的Top 三合一yapper理论，还有一个就是我刚才说的，我要从忙碌中解脱，开始观察市场了，不能让忙碌挤占太多思维空间！
其实每轮牛市我都可以找到一到两个超级Alpha项目，2017年有点太遥远，小蚁啥的估计你们都不认识，2021年上轮牛市的明星Ftm和Raca，都是我非常早期就挖掘出来的，那会没开推特号，但是在小圈子里非常知名！
这轮牛市我主推的就是infofi赛道，尤其龙头Kaito，Hype其实也写过不少，因为合约原因，我只持币，但参与不深，勉强算一个吧，那关键就是看Kaito能否成为我这轮牛市预判的超级Alpha？目前看还算成功，但最终结果牛市结束后看，但我非常有信心，这也是玄学！😆！@KaitoAI #infofi
3️⃣其实每轮牛市不怕踩坑失败，多试错，只要做对一个Alpha项目就足够了，我发文没有长篇大论，没有高深的加密知识，你如果上轮牛市就认识我，一直跟踪关注，就会发现我说的上面那些，我总会告诉你Alpha，并且成功深度操作！这轮的Kaito，我深度参与的过程大家应该都看到了，就等最终的试卷了！下轮牛市也一样，我会在熊市不停试错，继续找alpha分享！
好了，未来这段时间讲具体的会少，讲心得会多，毕竟狂暴阶段需要清醒！不要像上轮牛市，我在Raca赚了太多了，但又还回去太多！哈哈！
July 15, 2025! Halfway through July, the market also began to start. After morning exercise, I came to the tea room. Recently, I have resolutely reduced the burden and cleaned up my thinking. The second half of the year is a critical period. Don't be tired, keep your brain awake, and think about the big cycle!
1️⃣ Bitcoin continues to hit a new high, and the overall market is also hot, but the force is not enough, but it is normal. Is the market just beginning? There is a process of climbing, refueling and accelerating. This is a round of quarterly market, and it is not good to be too fast! Of course, this is also a critical period for the cycle market. We must slow down and stop being busy. At present, the layout is almost complete, and the airdrop project has also begun to tge in bulk. Now the focus is to observe the nodes of the cycle, because of the institutionalization of Bitcoin, the violent shock of the cycle will not be the same as the previous bear. The city is the same, but the rest is the same! Therefore, this round of violent market must reduce the position. I will tweet according to observation and remind that I can't let busyness affect the judgment. If I used to bow my head and rush to the road, now I will start to look up at the road. In the future, once the road is wrong, everything will be in vain!
2️⃣ Recently, I have written a series of tweets about Kaito, which also have the nature of a summary. Originally, I was going to write one or two articles, but it became a series when I wrote it. I just wrote a series. I wrote what I thought of. In the next article, I will write the story of Yaps, and also give some suggestions to new small accounts!
Why don't I participate in the ranking? One is my Top three-in-one yapper theory, and the other is what I just said. I want to get rid of my busyness and start observing the market. I can't let busyness crowd out too much thinking space!
1️⃣比特币继续不停新高，整体行情也算火热，但力道还不够，不过正常，行情刚开始么，有个爬坡，加油，加速的过程，这是一轮季度行情，太快反而不好！当然这也是周期行情的一个关键时期，一定要放慢节奏，停止忙碌，目前时刻，该布局也布局差不多了，空投项目也开始批量的tge了，现在的重点是要观察周期的节点了，因为比特币的机构化，周期的剧烈震荡不会和以前熊市一样，但其他照样！所以这轮狂暴行情必须减持仓位，我会根据观察发推提醒，不能让忙碌影响判断，如果说以前是低头赶路，现在就要开始抬头看路了，未来一旦路错，全都白干！
2️⃣最近写了关于Kaito的系列推文，也带点总结性质，本来就是写一两篇，但写着写着就成系列了，索性就系列写下去，想起啥写点啥，下篇写写Yaps的故事，也给新人小账户点建议！
为何我也不参与冲榜这些了，一个是我的Top 三合一yapper理论，还有一个就是我刚才说的，我要从忙碌中解脱，开始观察市场了，不能让忙碌挤占太多思维空间！
其实每轮牛市我都可以找到一到两个超级Alpha项目，2017年有点太遥远，小蚁啥的估计你们都不认识，2021年上轮牛市的明星Ftm和Raca，都是我非常早期就挖掘出来的，那会没开推特号，但是在小圈子里非常知名！
这轮牛市我主推的就是infofi赛道，尤其龙头Kaito，Hype其实也写过不少，因为合约原因，我只持币，但参与不深，勉强算一个吧，那关键就是看Kaito能否成为我这轮牛市预判的超级Alpha？目前看还算成功，但最终结果牛市结束后看，但我非常有信心，这也是玄学！😆！@KaitoAI #infofi
3️⃣其实每轮牛市不怕踩坑失败，多试错，只要做对一个Alpha项目就足够了，我发文没有长篇大论，没有高深的加密知识，你如果上轮牛市就认识我，一直跟踪关注，就会发现我说的上面那些，我总会告诉你Alpha，并且成功深度操作！这轮的Kaito，我深度参与的过程大家应该都看到了，就等最终的试卷了！下轮牛市也一样，我会在熊市不停试错，继续找alpha分享！
好了，未来这段时间讲具体的会少，讲心得会多，毕竟狂暴阶段需要清醒！不要像上轮牛市，我在Raca赚了太多了，但又还回去太多！哈哈！
July 15, 2025! Halfway through July, the market also began to start. After morning exercise, I came to the tea room. Recently, I have resolutely reduced the burden and cleaned up my thinking. The second half of the year is a critical period. Don't be tired, keep your brain awake, and think about the big cycle!
1️⃣ Bitcoin continues to hit a new high, and the overall market is also hot, but the force is not enough, but it is normal. Is the market just beginning? There is a process of climbing, refueling and accelerating. This is a round of quarterly market, and it is not good to be too fast! Of course, this is also a critical period for the cycle market. We must slow down and stop being busy. At present, the layout is almost complete, and the airdrop project has also begun to tge in bulk. Now the focus is to observe the nodes of the cycle, because of the institutionalization of Bitcoin, the violent shock of the cycle will not be the same as the previous bear. The city is the same, but the rest is the same! Therefore, this round of violent market must reduce the position. I will tweet according to observation and remind that I can't let busyness affect the judgment. If I used to bow my head and rush to the road, now I will start to look up at the road. In the future, once the road is wrong, everything will be in vain!
2️⃣ Recently, I have written a series of tweets about Kaito, which also have the nature of a summary. Originally, I was going to write one or two articles, but it became a series when I wrote it. I just wrote a series. I wrote what I thought of. In the next article, I will write the story of Yaps, and also give some suggestions to new small accounts!
Why don't I participate in the ranking? One is my Top three-in-one yapper theory, and the other is what I just said. I want to get rid of my busyness and start observing the market. I can't let busyness crowd out too much thinking space!
