Ximi

Now foreigners have already started copying CX, brothers!

Strictly speaking, the market has no absolute direction; everything is a matter of probability judgment.

Suddenly thought of an asset rotation plan:
When $MSTR is in a bubble market with overvalued valuations, rotating funds from MSTR to $STRC is a wise choice. When MSTR is at a valuation bottom, switch funds from STRC back to MSTR.
What is the essence of $MSTR ?
MSTR is equivalent to leverage on BTC.
MSTR = BTC + leverage + company execution (continuous buying of coins) + residual value of some software businesses.

$STRC is one of the most innovative financial instruments in today's capital markets.
In a credit instrument, generating over $100 million in liquidity daily while stripping out the top 11.5% of $BTC returns is no simple feat.
The entry barrier is $50 billion in equity, and this threshold is rapidly increasing.
(Brief background explanation: $STRC is a variable-rate perpetual preferred stock called "Stretch" issued by Strategy (formerly MicroStrategy). It is designed to anchor close to a $100 face value through monthly dividend rate adjustments. Currently, the dividend rate is about 1

The market is still very sentiment-driven~

BTC is more than just BTC
It is your and my ventilator, our community of life
We love Bitcoin 🔥🔥🔥

Trump, for now, is considered a gray rhino.

A good company does not necessarily mean a good stock price
A good stock price does not necessarily mean a good company
These two statements basically summarize the two most common pitfalls in investing.
First sentence: Good company ≠ Good stock price (it could even be a very poor stock price)
The most typical reason is: valuation has already been overextended (market already priced in too much).
The company’s fundamentals are indeed excellent, with a deep moat, reliable management, and a clear growth path, but the market has high expectations → PE 50–100 times or even higher.
Resu

Cognition can be rapidly iterated
But no construction is quick
They are all slowly accumulated, from quantitative change to qualitative change
Until one day you suddenly lift your head
And realize the scenery around you has changed
A sentence I really like:
The pain of mediocrity remains hidden
Becoming excellent is your only way out

Trader—Psychological Evil Cultivation (Very Important)👇
Psychological change, and your trading results will be reborn
1. The ultimate mindset for successful trading is to fully accept market uncertainty and risk
2. Abandon the illusion and obsession of "predicting perfectly every time," thereby cultivating a winning mindset of "completely open, without preconceived notions, without fear"
3. Only when the mind is no longer polluted by negative desires, distorted beliefs, and emotions can it truly see the truth of the market's current state and naturally make the right actions