When it goes up, you want to chase—that’s the first layer of thinking.

The second layer is to ask one question: who is selling?

In *The Most Important Thing in Investing*, Howard repeatedly talks about the second layer of thinking.

Today, $ETH 2,373; in the past 24 hours it’s down 2.73%, with trading volume of 844 million USDT.

In a slow, downward drifting market, buyers aren’t panicking, and sellers aren’t stopping.

These more-than-8 billion in volume can’t be dumped by retail traders.

First-layer thinking sees: “It’s down—run quickly.”

Second-layer thinking sees: “At this level, what is the seller switching to?”

The book gives an example.

First-layer thinking says: “The company is good—buy.”

Second-layer thinking says: “The company is good, but if everyone says it’s good, then the price is expensive.”

Swap “company” with $ETH and it’s the same.

I won’t guess the direction, but this question is more interesting than the candlestick chart.

I saved this—I'll verify it later.

#BTC #ETH #投资哲学 #交易心态 #crypto圈