K大宝

🚨 After nearly 10 years, Shenyu returns for an interview,
revealing a top investor’s thinking framework!
From 2017 to today, the industry has gone through countless cycles, but the core logic Shenyu focuses on hasn’t changed:
Find truly valuable assets, then research them deeply.
He doesn’t aim to “buy a bunch of assets he can’t understand,” but instead uses:
🔍 Observe with small positions
📚 Conduct in-depth research into the business, the market, and the underlying logic
📈 Gradually increase allocation after validating the thesis
For an asset to enter the core portfolio, it needs to meet:
✅ A sufficiently large market opportunity
✅ A clear business model
✅ An important position in the industry
Shenyu summarizes this approach as:
“Monopoly + Growth”
The core assets he mentions currently include:
Bitcoin
Ethereum
Tesla
Of course, this isn’t investment advice—it’s a method for long-term value judgment.
In the next decade, directions worth watching:
🔥 The financialization of BTC
🔥 The AI Agent economy
🔥 Upgrades to Web3 infrastructure
Real opportunities often belong to those who understand trends early and keep learning.
#XRP两周上涨40%未平仓合约下降
$BTC

$ETH

$BNB

🧧🧧🧧🧧🧧🧧
The afternoon breeze feels lovely—it's okay to let life move a little slower. No need to rush.$币安人生

💥 In virtue: the nature and conduct of all things that reveal themselves by conforming to the “Dao.”

#以太坊ETF连续11日净流入
#日本10年期国债收益率首触3%

📢 Crypto Morning News | September 1st: Key Developments at a Glance

① Russia’s new crypto regulatory framework takes effect today! Sberbank plans to expand collateral to include ETH and USDT
According to the latest report from BingX on September 1, Russia’s new regulatory framework for crypto assets takes effect today. It clarifies operating rules for crypto exchange platforms and digital asset custody institutions, as well as investor eligibility requirements. After the new rules are implemented, Russia’s largest bank, Sberbank, is expected to expand the scope of loan collateral from BTC to include ETH and USDT, further accelerating the integration of crypto assets into the traditional financial system.
💡 Impact: Russia becomes a major economy and the first to fully roll out a comprehensive crypto regulatory framework. Sberbank’s expansion of collateral will greatly increase institutional adoption of ETH and USDT, bringing long-term incremental capital to the market.$BTC

☀️Good morning Wednesday—set off for the first half of your day as the morning light arrives🌤️。

On this trading path, what matters isn’t frequent entries, but inner discipline📊。
Yesterday’s gains and losses are all in the past—don’t let past results tie down today’s judgment🕊️。
Market opportunities keep coming, so there’s no need to rush to catch every flicker of movement✨。
Stay clear-headed, follow risk control, don’t follow the noise blindly, and stick to your own trading plan💎。
Slow down, steady your mind, and build strength step by step—time will eventually reward every bit of steadfast resolve🌿。

Investing involves risk; enter the market with caution。

#交易心理

#XRP两周上涨40%未平仓合约下降

#1688家族family

Follow for replies to claim红包🎁🎁

May you always be joyful year after year,
May each year be more fulfilling than the last,
May everything go just as you wish, every moment.
May you find joy every day,
May each year surpass the last,
May good fortune always stay.

A clean-up of the coastline, a time to come together. May we all treat these mountains and seas with kindness, and we look forward to meeting again at our next public welfare event#Hawk