比特幣（BTC）和以太坊（ETH）是我先前猜測的最壞情況

在26日發表文章後，留下評論和問題的讀者人數讓我感到有些驚訝。

After the article was published on the 26th, I was a bit surprised by the number of readers who left comments and questions.

在26日發表文章後，留下評論和問題的讀者人數讓我感到有些驚訝。

This is because the situation I shared in the article was the worst-case scenario I had previously speculated about regarding Bitcoin and Ethereum, and when I presented this worst-case scenario, I had already shared my planned actions regarding Bitcoin and Ethereum.

這是因為我在文章中分享的情況是我以前對比特幣和以太坊提出過的最糟糕的情況，當我提出這種最糟糕的情況時，我已經分享了有關比特幣和以太坊的計劃行動。

So I believe that since we all have a contingency plan for this outcome, we wouldn't be too surprised even if this situation occurs.

因此，我相信，由於我們所有人都制定了這一結果的應急計劃，即使發生這種情況，我們也不會感到驚訝。

However, the actual feedback has still differed from my expectations.

但是，實際反饋仍然與我的期望不同。

Therefore, in the next few articles, I will focus on answering some typical questions and those raised by readers during this period:

因此，在接下來的幾篇文章中，我將專注於回答一些典型的問題，以及讀者在此期間提出的問題：

1. NEUR, HTERM, TETSUO, AVB, PROJECT89, AGIXT are the AI projects I currently hold. Are there any that you are optimistic about?

1. Neur，Hterm，Tetsuo，AVB，Project89，Agixt是我目前持有的AI項目。您對您有樂觀嗎？

In fact, rather than whether I am optimistic about these projects, what is more important is why investors themselves are optimistic about them.

實際上，更重要的是為什麼我對這些項目感到樂觀，而是為什麼投資者本身對它們樂觀。

And when preparing to invest in them, have they considered corresponding strategies to cope with potential risks?

當準備投資於它們時，他們是否考慮過應對潛在風險的相應策略？

For investments in the AI agency sector, I have previously suggested:

對於AI代理部門的投資，我以前曾建議：

If you really want to participate in the AI agency sector but lack confidence in general AI agency projects, then invest in reliable platforms. There are far fewer platform projects, making them much easier to judge, and the investment risk in platforms is relatively smaller and more controllable.

如果您真的想參加AI代理部門，但對一般AI代理項目缺乏信心，那麼請投資可靠的平台。平台項目少得多，使它們更容易判斷，並且平台的投資風險相對較小且更容易控制。

From this reader's question, I feel that there is still a lack of deeper consideration regarding the above issues when participating. If the considerations are insufficient or if there is still a lack of confidence, a better approach is actually to wait and see, observing more and acting less.

從這個讀者的問題來看，我覺得參與上述問題仍然缺乏更深入的考慮。如果考慮因素不足或仍然缺乏信心，那麼更好的方法實際上是拭目以待，觀察到更多，而行動卻更少。

Additionally, there is one more point I want to emphasize:

此外，我還有一個要點要強調：

Investing in these types of projects is essentially venture capital, so the risks are very high. Therefore, before taking action, one must ask oneself whether they can bear the risk of these projects going to zero.

投資這些類型的項目本質上是風險投資，因此風險很高。因此，在採取行動之前，必須問自己是否可以承擔這些項目的風險。

If this risk cannot be borne, do not act lightly.

如果無法承受這種風險，請不要輕易採取行動。

So regarding the current situation, my suggestion is:

因此，關於當前情況，我的建議是：

You still need to ask yourself if you have confidence in these projects. Have you thought carefully about the above questions?

您仍然需要問自己是否對這些項目有信心。您是否仔細考慮了上述問題？

If you have confidence and have thought it through, then continue to hold.

如果您有信心並經過思考，請繼續保持。

If you lack confidence in those projects but still want to maintain a position in the AI agency sector, then replace them with platforms you have confidence in.

如果您對這些項目缺乏信心，但仍然想在AI代理部門保持職位，那麼請用您有信心的平台代替它們。

If you lack confidence in the platforms as well, then replace them with Bitcoin or Ethereum.

如果您也對平台缺乏信心，請用比特幣或以太坊替換它們。

If you also find it hard to bear the potential declines of Bitcoin and Ethereum, then simply convert everything into stablecoins.

如果您還發現很難承擔比特幣和以太坊的潛在下降，那麼只需將所有內容轉換為穩定的。

2. I invested in 1.6 Bitcoin at $18,000 and 5 Ethereum at $1,800. Later, I exchanged Bitcoin for Doge and Virtual.

2。我以18,000美元的價格投資了1.6個比特幣，以1,800美元的價格投資了5個以太坊。後來，我換了比特幣換成了門檻和虛擬。

Although this reader invested in Bitcoin and Ethereum, I am not sure if they maintained another very important point: that is, "Bitcoin + Ethereum" should account for at least 50% of their total crypto assets.

儘管這位讀者投資了比特幣和以太坊，但我不確定他們是否保持另一個非常重要的一點：也就是說，“比特幣 +以太坊”應該佔其總加密資產的50％。

If this point has not been maintained, I suggest at least converting 50% of these holdings into Bitcoin or Ethereum.

如果尚未維持這一點，我建議至少將這些持股中的50％轉換為比特幣或以太坊。

If it is also difficult to bear the potential declines of Bitcoin and Ethereum, then convert to stablecoins.

如果也很難承受比特幣和以太坊的潛在下降，則可以轉換為穩定。

At any time, no matter how tempting any other asset may seem, I will never sacrifice this ballast to chase that profit.

在任何時候，無論看起來多麼誘人，我永遠都不會犧牲這種鎮流器來追逐這種利潤。

For me, controlling risk always comes first, and profit comes second.

對我來說，控制風險總是第一，利潤排名第二。

By controlling risk, we can always stay at the table. And as long as we are always at the table, there will always be new opportunities.

通過控制風險，我們總是可以留在桌子旁。而且，只要我們一直在餐桌上，總會有新的機會。

3. How am I currently managing my assets?

3。我目前如何管理我的資產？

So far, I have not sold any of the assets I hold.

到目前為止，我還沒有出售我持有的任何資產。

Regarding Bitcoin and Ethereum, my subsequent actions will still follow the approach I previously disclosed:

關於比特幣和以太坊，我隨後的行動仍將遵循我先前披露的方法：

If $100,000 is the peak of this round for Bitcoin, I will continue to hold it. If it exceeds $100,000, whether to sell or not will depend on the overall market conditions at that time.

如果比特幣這一回合的峰值100,000美元，我將繼續保持它。如果超過100,000美元，無論出售是否出售將取決於當時的整體市場條件。

For Ethereum, as long as it is below $2,500, I will resume dollar-cost averaging.

對於以太坊來說，只要低於2500美元，我就會恢復平均美元成本。

For other assets, I will continue to hold and observe as long as the fundamentals remain sound, according to my previous judgment criteria.

對於其他資產，只要我以前的判斷標準，我將繼續持有和觀察。

4. Is the bull market not here yet? Is it still a bear market?

4。牛市還不在這裡嗎？它仍然是熊市嗎？

By my standards, it has always been a bear market; this round of market conditions has not seen a bull market.

按照我的標準，它一直是熊市。這一輪市場狀況沒有看到牛市。

Finally, let me summarize my views:

最後，讓我總結我的觀點：

The trend of this round of market conditions is different from before, but looking at it over a longer time frame, I believe it is just a moment in the long river of crypto ecosystem development. This temporary predicament will not hinder the trend of ecosystem development.

這一輪市場條件的趨勢與以前不同，但是在更長的時間範圍內看它，這只是加密生態系統開發的長河中的一個時刻。這種臨時困境不會阻礙生態系統發展的趨勢。

People's emotions seem to be overly pessimistic. I have

人們的情緒似乎過於悲觀。我有