At the invitation of @youyou5202, I participated in a private meeting organized by Qiye, Qiuxing, Yuanming, rainman, hao, etc. Everyone has their own unique skills, but they can almost all be summarized as "making money is better than drinking water" Even simpler.
They have shown their achievements offline, and all kinds of eye-opening operations have opened my eyes, but almost all of them have made small funds all the way to large funds. The pits they have stepped on and the super high returns they have earned are amazing.
What benefited me the most was position management, risk control, and investment logic. As a result, my own investment system has also undergone a major upgrade, and the original system has been pushed forward.
In fact, every person who is constantly improving has this feeling: Looking back at himself half a year ago or a year ago, he felt that many opinions at that time were completely wrong, so he overthrew them immediately-in fact, this is very normal, and it is almost necessary for growth. through the road.
Let me talk about two insights first, and then talk about the changes in the trading system.
One or two insights
Insight 1: The more you understand, the more confident you are, the easier it is to lose money
Qi Ye played running shoes, 30w entry, tens of millions at the peak. The knowledge of the project is extremely deep, and some special resources know more than the average person.
To use my one-line description is "no one knows running shoes better than me". Adding the daily net income of RMB 50w, it will be settled, what will happen for a month or a year. It is easy to get caught, and in the end only earn 5 million and leave the market, with a huge retracement.
Rainmen's $xvs got more than 100 u from a few u, and thought it would cost 200 u. He knew the team and was very confident, but in the end the income shrank all the way.
Similar situations were seen in projects introduced by other members of the team.
I myself have said that no one knows X2Y2 and BLUR better than me, but I lost money because of it. I personally know about x2y2, I often talk to the CEO, and I am also proficient in the nft track; and I have a better understanding of blur, but the former cuts off all currency buyers, and the latter also has a short-term currency price correction.
The premise of making money from investing is that the research must be in-depth, but losing money is often based on this.
Understand and believe, the easiest to get stuck. Investigate the reasons:
One is that there must be blind spots in research without knowing it;
The second is that with different perspectives, the choices are different-do the project parties want the same thing as the retail investors? uncertain.
Comprehension 2: Never think too much about the project side
In the currency circle, it may take a few years for an ordinary person to be promoted to a9 or even a10. If you don’t believe me, think about CZ, He Yi and other top leaders. A few years ago, they were just brave young people.
Just like the top talents in industries like sbf and dk, they didn't appear to be very clever before they became famous.
But we often have a misjudgment: the project party is smarter and stronger than us. Even if there are obvious problems in the project, we will believe that they have a structure, method, and ability than us.
Especially after buying a project, the project owner feels that there may be his reasons for everything he does, and whoever criticizes us will scold us-why, those who sing empty words can't calm down and have no long-term perspective?
As a result, many red flags are ignored.
Next, let's get to the point, and add the upgraded version that you are looking for.
In the original version, I gave an overview of the trading system that I have evolved over the years. The advantage of this system is that it is very suitable for small funds and is also very suitable for the currency circle.
in short:
Do not hesitate to reposition or even stud on the project you are looking for;
Continuously improve the level of accuracy;
Continuously improve the targeted targets.
For example, the capital is small at the beginning, and the local dog may dare to take a heavy position. Later, the capital is large, and the leader is selected for safety, and then the strongest one among the leaders of each track is selected.
For example, from January to March, I seized several waves of opportunities, starting from heavy positions in BONK, and then to GALA, LDO, OP, HIGH, etc., several waves of opportunities arrived within two months.
2 million will change to 20 million in a few clicks - those who are interested in research can go to Twitter from January 1st and do a review by themselves, and there will be great gains.
But a huge loss of 8 million on BLUR - the target is not worse than the previous ones, but the market is sometimes unexpected in the short term, so the same logic will cause a huge loss.
In fact, I switched to ARB later, thinking that it was in line with the better target in Zhanzhuan.
However, after listening to my system introduction, Qi Ye and Qiu Xing gave very important opinions, which I thought were correct, and I corrected the system that night.
Qiu Xing: Your risk control system only has 10 points.
Qi Ye: The arb in your current position is the same as the blur before from my point of view.
Qiuxing’s sharing that day actually emphasized risk control throughout the article, and the core is one sentence: what is scarce in the currency circle is not opportunity, but principal.
Qiye mentioned two points in his sharing that day, which impressed me deeply:
One is that they often take one action, and the goal is to use a few hundred u to earn 1% of the profit, and only need that 1% of certainty.
The second is that he said, train yourself at all times, and allow yourself to earn less when you can still earn!
For example, one of the opportunities is that Qiye borrowed 500 $sand arbitrage outside the market, and the final goal is 1%.
He said, isn't 1% much? That's a lot. It is good enough to earn 20% or more a year steadily.
Are there more than 10 million or 20 million people in China? This money may cost one or two million a year to earn stable income. Is it worth it? If you can't use it, why take risks with money that you may not need at all, and take more than 50% of the risk?
Therefore, the focus of our discussion in the end is that there are three conclusions:
2. Three conclusions
Conclusion 1: If you have less money, you can take a heavy position, and you must be careful
My fans see me pushing 600,000 to 4.5 million, which is 30 days. I myself have gained weight after a few waves-in fact, my logic still has the ups and downs of the original contract thinking at work, and I don’t regard small money as money.
Everyone agrees that the currency circle will get up after a few waves when it sees opportunities, and it does not need so many opportunities in a year.
So when the money is low, it is no problem to gamble on the basis of certainty.
Conclusion 2: The amount of funds is different, and the gameplay must be different
What's the use of earning 1% with only a few hundred thousand in hand? It is a big mistake to have 20 million in hand, and use the thinking of gambling to make 100 million, but lose 50% in the end.
Don't damage your principal with money you don't need at all. I joked that if this private meeting had been before my heavy position was blurred, I would not have lost such a huge loss of millions.
Some friends said, can't blur go back up? In fact, of course it will go back up.
It’s just that, as Qiye said when he commented on my style, he found that I was very determined to cut positions. My style is to stud when I see a good one, and change all positions when I change positions.
So he asked me a question, if ARB does not rise temporarily when holding ARB, and then a better opportunity appears, it will be very uncomfortable, and the position may be suspended again.
This is actually very accurate. My ability lies in discovering hot spots and opportunities, but risk control and position management are a mess, so they must be combined.
Find hot spots and make a lot of money; when you have more money, the gameplay will change.
Conclusion 3: Making big money in the currency circle often only requires small funds
The airdrop does not require a lot of capital, organize a few scientists, and start the script.
Looking for opportunities, you don't need a lot of capital. Thinking about it carefully, when I make a lot of money in the currency circle, I don’t need a lot of principal in many cases, because there are really many opportunities of several times or even ten times.
For example, from January to now, the catches include:
BONK 5 times a week
SOL 2 times a week
GALA 2 times a day
For LDO, SSV, OP, RPL, etc., it is 2 times.
10,000 U participated in camlot IDO, 15 times, etc.
Some of them bought but sold too early, including:
arbniu 10 times
woof 10 times
As mentioned above, among these opportunities, there are local dogs and mainstream, but the opportunities are all very good. How to allocate positions, it is actually very helpful to look at it from the perspective of God.
So after 10 million or 20 million, how to distribute it? You can take 100,000, 500,000, and 1 million to participate in various high-risk opportunities-just like we started at the beginning.
3. Different ways of playing with different funds
1. I have 10 million in hand, how to play?
If you have 10 million in your hands (meaning large funds, it’s good for you to combine your own ideas), optimistic about $blur or optimistic about $arb how to operate?
First of all, they are all good projects, cold road leaders.
However, think about the risk first, will it still be there after one or two years?
Will there be new competitors?
How much retracement can you accept? 10% of the big money? Or 100% of small funds?
Think again:
Is the ceiling of the bull market high?
What is the cost price of other people's private placement?
etc.
Think about the above questions first, and then read the answers below:
The risks are not small, BTC is likely to remain unchanged, and the leader and narrative hotspot may be replaced.
How much retracement can you accept? If you use 100,000 out of 10 million, you can accept a normal 50% retracement. If it is 10 million stud, you should not be able to retrace 50%.
The bull market ceiling is much higher for ARB than BLUR.
At the cost price of private equity, ARB has earned 100 times.
So what to do? Take ARB as an example:
Control the total position well, make a reasonable valuation around 1 (see my previous article for details), and make a little more progress, and then make a little more progress if it falls later.
My 1 near 50% is better than before.
However, Qiye shared that he would not sleep well if his position exceeded 5%, which surprised me and felt that I was still playing as a millionaire—the risk control was too poor.
2. How to play if there is only 1 million?
Then it is best to find more definite opportunities and dare to take a gamble. But here, in fact, most people don't have the ability in this area.
I may be okay in this aspect, after all, I was a former high-dollar contract player, and later a stud player with heavy positions.
The first thing I do every day is to go through all the content in Chinese and English in the currency circle, a few hours a day, and quickly capture hot spots.
Quick is money.
I will also put the particularly good things I find every day on my investment channel. It was originally a note library for my study, but I found that it has grown very fast. It has almost 20,000 subscriptions in a few months. I push one article every day and read it every day. 5000-10000.
Those who have not subscribed must subscribe, basically the most worth watching on the whole network that day, one will be pushed on time before 8 o'clock.
Daewoo Investment Channel https://t.me/BTCdayu2
Synchronize into the discussion group https://t.me/BTCdayu999
Of course, discovering hot spots actually requires a long period of exercise (losing money). Otherwise, if you see something, you may either not realize it is an opportunity at all, or you will lack execution.
For example, at the beginning of January this year, it was very bearish at that time, and the flow of people on Twitter felt that there were fewer people, and no one spoke in each group. When I was shopping overseas, I saw $bonk, a research found a huge potential, saw $sol rising against the market, and immediately realized the opportunity.
At the same time, my frequently used information reading software followin.io (full network Chinese-English aggregation, automatic translation) has a hot coin discovery section. I know that its background logic is to capture the hot words discussed on the whole network, and the most discussed ones are ranked first. It was found that bonk ran first.
I immediately went to in-depth research, and finally went in with a heavy warehouse, and it was several million a week.
But in fact, it involves a lot of knowledge points, which are indispensable.
For example, you need to know:
What makes a meme popular? Consensus, that is, the popularity of MLM. At that time, the overseas popularity had just started, and the sol bosses supported it.
Was it okay to buy SOL to play with this currency? Okay, God V has just survived sol, and sol rebounded from 9 to 11, the timing is perfect.
What is the buying and selling situation of $bonk on the chain, and is the data healthy? How about the k-line trend, trading volume, etc.? These are all things I have been good at in the past when I was doing transactions.
So it’s okay to buy SOL, and it’s not bad to buy BONK when you hold SOL.
etc.
If you decide to buy or not to buy it after hearing anyone in the group or tweeting about xx coins, this is no different from gambling.
It is no easy task to hold a heavy position + be sure. One time depends on luck, many times depends on strength.
Sol continued to rise, and the quiet market began to move.
I tweeted that 80% of them watched a wave of Mavericks - at that time most people did not perceive the turning point of the market.
Then, I began to think, if the market picks up, which coins will be paid attention to by the market?
Shanghai's upgrade—actually not many people talked about it at the time.
at that time
ldo 1.3
ssv 17
And then give me the high value layout that I said in advance, these are forward-looking visions.
Therefore, the simple summary is: small money investment, you must be keen, fast, and dare to take heavy positions.
You also need to be able to think independently - don't rely on anyone else, including me.
4. Those who learn from me live, those who resemble me die
My idol is Duan Yongping. He has two viewpoints that have greatly influenced me.
One is: If you are sure, you don’t concentrate your investment, and you don’t take heavy positions, how can you call it sure?
The second is: when I invested in online games, I invested all the money I could use.
This is also the theoretical basis for me to play with a small amount of money even though I have a huge amount of money on blur and others.
The reason why I shuttle like this is that although I only have 2 million on me, I still have some sources of off-site work for a year, and even have a few houses worth more than 10 million that can be sold and so on.
In fact, it is wrong to think this way, and it is still a kind of contract thinking: that is, I can afford this gamble, and if I see it, I will take a gamble.
Especially if there are idols who gamble ahead, they will feel that the key is to see, not the position.
But after discussing with everyone, it turned out that an important point was overlooked.
When Duan Yongping Stud NetEase, what was his off-site cash flow? He is the former boss or early investor of OPPO, VIVO, and Pinduoduo. What is his off-market cash flow?
I don't know, but it can be reasonably speculated that it is probably N times his stud Netease.
So it's a bit like: He said he put in all the funds he could use at the time, but he actually put in all the "pocket money".
Of course, don’t guess here that he is telling lies, etc. He has always only expressed his views. What you think and how you understand it is not his business.
How could I have forgotten this, it's really no one's cash flow, dare to imitate other people's gambling.
So if this is an analogy, with the same funds and cash flow, how much is my "pocket money"...
Xu Linlu, Qi Baishi's closed disciple, imitated Qi Baishi's prawn paintings to such a high degree of proficiency that outsiders generally cannot tell the truth from the fake.
There are also many people who want to learn from Mr. Qi's shrimp painting, but they can't get the point. Xu Linlu was very proud of this, a little smug, Mr. Qi saw it, and said, "Those who learn from me live, those who resemble me die".
The master also said: You have to learn from my heart, not my hands, because it is useless to learn from my hands. That is to say, there must be spiritual energy, and if you have spiritual energy, you can get through with a little bit, and you can understand everything. If you don’t have spiritual energy, you won’t be able to pass any more.
Therefore, I am still an investor with low savvy. I have to lose money and get advice from others to realize some.
Of course, this time, it also made me feel that it is necessary and valuable to communicate and share with each other and learn from each other's strengths.
Just like Qi Ye also said that there are some coins that I followed and bought after reading my tweets. Their attention and grasp of hot spots may be worse. There are many people like airdrops, but in fact, there are not too many projects worth rolling. Many - it is very important to be able to find out accurately, and the same is true for investment.
Therefore, in the near future, it is planned to use Discord as a key operation position, distribute free NFT whitelists, and give free gifts to small partners who share valuable information or provide research reports, and build a core community.
Everyone can enter discord.gg/dayu in advance
