After scrolling through the National Day circle of friends—mountains, seas, kids, and all—that everyone is out there.
And you? You’re staying indoors, glued to four screens, your eyes darting back and forth along a single K-line.
This market doesn’t take a holiday. It’s even more punctual than your job. It jumps up to 8.5 in the morning, slips back to 8.3 at noon, and still keeps thinking about giving you another little shake in the evening.
Today, there are several things worth taking a close look at. The sentiment index flipped from greed a few days ago straight into fear—but the price, from start to finish, only moved a few points. This past month, retail investors have been quietly exiting one by one. Demand has gone from lively positive growth to a kind of slow, backward retreat—like a little girl walking backward. The ones yelling “run” are the most active, and they withdraw the fastest.
But on the other side, the money never stopped. Morgan Stanley first gathered its position to over 10,000 coins for the first time. Strive, Strategy—rows of institutions lined up to move in. CoinShares added 3.5 billion in a week.
Look—on the same K-line, some people see it as an escape door, while others see it as a purchase order.
Over these past couple of years, I’ve come to feel more and more that in this business, the most expensive thing isn’t position size—it’s being able to sit still while everyone else panics into a tangled mess.
During these seven National Day days, the market won’t give you an extra bite just because you stayed up a few more nights. When it’s time to rest, rest. When it’s time to be with your family, flip the phone over.
Real patience means daring to put yourself down from in front of the screen even when nobody’s watching the order book.
The market will be here tomorrow. First, get today right.
And you? You’re staying indoors, glued to four screens, your eyes darting back and forth along a single K-line.
This market doesn’t take a holiday. It’s even more punctual than your job. It jumps up to 8.5 in the morning, slips back to 8.3 at noon, and still keeps thinking about giving you another little shake in the evening.
Today, there are several things worth taking a close look at. The sentiment index flipped from greed a few days ago straight into fear—but the price, from start to finish, only moved a few points. This past month, retail investors have been quietly exiting one by one. Demand has gone from lively positive growth to a kind of slow, backward retreat—like a little girl walking backward. The ones yelling “run” are the most active, and they withdraw the fastest.
But on the other side, the money never stopped. Morgan Stanley first gathered its position to over 10,000 coins for the first time. Strive, Strategy—rows of institutions lined up to move in. CoinShares added 3.5 billion in a week.
Look—on the same K-line, some people see it as an escape door, while others see it as a purchase order.
Over these past couple of years, I’ve come to feel more and more that in this business, the most expensive thing isn’t position size—it’s being able to sit still while everyone else panics into a tangled mess.
During these seven National Day days, the market won’t give you an extra bite just because you stayed up a few more nights. When it’s time to rest, rest. When it’s time to be with your family, flip the phone over.
Real patience means daring to put yourself down from in front of the screen even when nobody’s watching the order book.
The market will be here tomorrow. First, get today right.