37度呀
37度呀
BTC holder since 2013 Building @SpiderPool_com 创业老兵|币圈踩雷达人|远洋捕捞体验者|2016交易所|2017挖矿|2022暴雷破产|2026AI机房/OKX最高排行第9交易员 首创流动性交易，擅长Liquidity Hunting
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This wave of altcoins, an excellent top escape 🫡
When Bitcoin first surged to 86k, I was probably the first on the entire network to warn about a potential 10,000-dollar pullback and to reduce or clear altcoin positions. Today, altcoins took another waterfall plunge, once again confirming my judgment.
The 3-day correction in altcoins is a real drop adjustment, which may escalate to a weekly adjustment. This is a very good opportunity to add positions in strong altcoins.
Also, my long position at 802 just got filled. I might still get trapped later, so I'll hold for now. If trapped, it might be around 78-79k, unless a black swan event occurs. The main force's next target is to break 90k; currently, it's still gathering strength.
$ETH US stocks rebounded strongly, so I closed my short position first. I'm quite satisfied with this profit.
Duge's style is very left-sided
Duge's style is very contrarian haha, even if temporarily buried, you have to buy in first ---- Yes, I am an extremely contrarian player, especially with long-term positions, I am very aggressive. I only look at the direction; the entry point is secondary. Even with contracts, I think this way. Many of my contract orders are entered first, then I get on board. For example, with the hacker stealing coins incident, I shorted Ethereum, opening a position directly at 2200, observing for a few days. Later, my average entry price was 2324, and I made a profit. For long-term spot positions, I am even more contrarian. I am seriously left-leaning, hahaha. Let me share some past experiences. Back in '94, do you know what I was doing? I was using POS machines, which were mine, with a fee rate of 0.18%. I used credit card money to bottom-fish: Huaxia 100,000 credit card, also something called Yidajin, I forgot, 300,000, China Merchants 100,000, CITIC 100,000, MYbank 200,000, plus various credit loans totaling nearly over 1 million, and some rural commercial banks with especially large limits... In '94, when everyone was panicking, I greedily took the contrarian side and got on board. By the bull market peak, the altcoins I bought had at least 10x gains, with the highest over 100x, generally 20-30x. I never sold BTC, but I cleared most of my debts except the mortgage. In '312, since I didn't sell most of my BTC in the previous bull market, I held through the 2017 bull market and 2018...
$SOL I rarely talk about it because it is very similar to ETH in nature
If you are optimistic about it, when this news comes out
If it drops, it's a buying opportunity
If it doesn't drop, it's even more of a buying opportunity
I won't buy ETH, so for SOL, even more so
Continuing:
Luckily, in November, I encountered several black swan events stacked together, which is really rare.
Binance suffered an epic theft of 6.3 billion, Trump suffered a crushing defeat in the midterm elections, the Nasdaq plunged 6.36%... At such a time, I couldn't resist, so I got stuck in first, at most for a year.
The main upward wave before it starts is very torturous, so this time I bought in with two preparations: one is to be ready to be stuck for a year, and the other is to persist in various methods to lower costs half a year before the halving, through spot, options, and futures trading positions. I believe holding for 3 years, my winning rate is very high!
I stayed up all night bottom-fishing last night, which made me tired all day today. I spent the whole day writing this post but didn't finish it until after a big nap in the afternoon, then my mind cleared up and I finished it immediately. We are still far from the halving, let's endure it slowly together and also seize the opportunities along the way. The key is that Brother Du is with you on this journey!
To welcome spring, you have to start in the cold winter.
To harvest autumn, you have to sow in spring!
Qifen friends, we'll meet at the peak and do our best to catch every wave 🫶
Position building completed in November ✅, here is my latest portfolio information:
37 Degree Portfolio (Long-term positions):
$BTC 75k, used up all remaining bullets yesterday
$UNI 6.0, did some swing trading and hedging this time, which lowered the average cost
$HYPE 77, fully added in one go yesterday,
+
$MSTR 134
$CRCL 74, fully added yesterday, even exceeded the target
$GOOG 307 (will reduce position later and shift to crypto)
PS:
1. UNI, HYPE, MSTR, and CRCL have a very strong momentum, stabilized well!
2. BTC as a defensive position, holding the industry's dividends!
3. Long-term holding without leverage, leverage without long-term holding
Trading positions (short-term positions):
$ETH short at 2324, floating profit 30%, logic can be seen in my previous posts
$MU long at 679, floating profit 5%, logic shown in the attached chart, I have never lost money on MU, I like this kind of asset
The previously set position building plan: "Build positions in batches from September to November, all-in on black swan events," has been executed as planned. This is also my core position before the main upward wave of this bull market. My position building work is now complete. Unless there is a more cost-effective price, I will consider adding funds to bottom fish. I will not add off-exchange leverage this round
Indeed! The US stock market filter = risk
Thinking the US stock market is less risky, but in reality, leverage is maxed out
Thinking the US stock market is paradise, but in reality, it's hell
Thinking the US stock market is a fair market, but in reality, it's very weak for retail investors
Thinking the US stock market is mature, but in reality, even a small essay can crash it
....
Retail investors have no advantage in individual stocks in the US market; the only thing I think they can do is buy indexes. Retail investors are at a clear disadvantage in individual stocks, whether in terms of capital, information, or cognition, it's very hard to consistently maintain a relatively optimal market level
Crypto is still better, especially BTC HYaPE UNI are fully transparent, everything is clear on-chain, holding tokens grants significant rights, and there is deflation every day and even every moment. Holding tokens means you truly enjoy voting and governance rights
You don't realize it until you see it: the US stock market lost 960,000 again in October...
Originally, it was short 500,000 to break even in September, but October lost it all again
After returning to the original family portfolio, I happened to liquidate before the semiconductor crash, otherwise this account would have been halved, just thinking about it is scary... November only lost 50,000, still friendly to the original family🤣
The US stock market is really crazy, too much noise, it's a complete black box, no rules, totally baffling
Earnings beat expectations but stock plunges
Earnings greatly beat expectations, huge plunge
Forward PE too high, drops
Forward PE too low, huge plunge
Capital expenditure increases, huge plunge
Capital expenditure decreases, huge plunge
Companies not doing AI, huge plunge
Companies doing AI, huge plunge
One word from Trump, plunge/rally
One word from Musk, plunge/rally
One word from Huang Renxun, plunge/rally
Sentiment too high, plunge
Sentiment too low, huge plunge
...
One person, one sentence, wiping out 3 trillion in market value, truly unprecedented
But if you lose, admit defeat, ultimately only blame yourself
To break even in US stocks, still have to rely on the original family portfolio, MSTR and CRCL, holding to the top of the bull market, 3x gain is no problem💪
Before BTC's crash, warnings were given a week, a day, and even a moment before the stock market crash 🫡
Today, more than a dozen US stock funds have liquidated, laid off staff, and had executives removed, and the list keeps growing. But your Du Ge is still frantically bottom-fishing their bloodied chips, embodying the spirit of seizing opportunities abandoned by others to serve institutions facing liquidation.
Probably one of the few people on the entire internet repeatedly reminding you of the risks. Simply shouting 'long' is the easiest and politically correct thing to do, but ignoring risks is definitely a mistake in investing!
The attached image is worth reviewing carefully once again!
