What’s odd is that the more market information there is, the easier it is to mistake short-term fluctuations for a direction.

The facts: The background that can be confirmed right now is: Shen Yu’s latest interview—Builders in the AI era, long-termism, and investment philosophy.

My judgment: What I care about more is capital rotation, demand across tracks (sectors), and liquidity—which signals matter more than the hot topic itself. More information doesn’t necessarily mean more opportunities. Separate confirmed signals from emotional noise first, and the risk to an ordinary holder’s decision will be much lower.

Next to watch: In whether to stay or leave the altcoins, which data will continue to validate this signal?

Source: www.panewslab.com