比特币（BTC）和以太坊（ETH）是我先前猜测的最坏情况

在26日发表文章后，留下评论和问题的读者人数让我感到有些惊讶。

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日发表文章后，留下评论和问题的读者人数让我感到有些惊讶。

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.

这是因为我在文章中分享的情况是我以前对比特币和以太坊提出过的最糟糕的情况，当我提出这种最糟糕的情况时，我已经分享了有关比特币和以太坊的计划行动。

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，由于我们所有人都制定了这一结果的应急计划，即使发生这种情况，我们也不会感到惊讶。

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

但是，实际反馈仍然与我的期望不同。

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

因此，在接下来的几篇文章中，我将专注于回答一些典型的问题，以及读者在此期间提出的问题：

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项目。您对您有乐观吗？

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

实际上，更重要的是为什么我对这些项目感到乐观，而是为什么投资者本身对它们乐观。

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

当准备投资于它们时，他们是否考虑过应对潜在风险的相应策略？

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

对于AI代理部门的投资，我以前曾建议：

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.

如果您真的想参加AI代理部门，但对一般AI代理项目缺乏信心，那么请投资可靠的平台。平台项目少得多，使它们更容易判断，并且平台的投资风险相对较小且更容易控制。

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.

从这个读者的问题来看，我觉得参与上述问题仍然缺乏更深入的考虑。如果考虑因素不足或仍然缺乏信心，那么更好的方法实际上是拭目以待，观察到更多，而行动却更少。

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

此外，我还有一个要点要强调：

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.

投资这些类型的项目本质上是风险投资，因此风险很高。因此，在采取行动之前，必须问自己是否可以承担这些项目的风险。

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

如果无法承受这种风险，请不要轻易采取行动。

So regarding the current situation, my suggestion is:

因此，关于当前情况，我的建议是：

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

您仍然需要问自己是否对这些项目有信心。您是否仔细考虑了上述问题？

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

如果您有信心并经过思考，请继续保持。

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.

如果您对这些项目缺乏信心，但仍然想在AI代理部门保持职位，那么请用您有信心的平台代替它们。

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

如果您也对平台缺乏信心，请用比特币或以太坊替换它们。

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

如果您还发现很难承担比特币和以太坊的潜在下降，那么只需将所有内容转换为稳定的。

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美元的价格投资了1.6个比特币，以1,800美元的价格投资了5个以太坊。后来，我换了比特币换成了门槛和虚拟。

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.

尽管这位读者投资了比特币和以太坊，但我不确定他们是否保持另一个非常重要的一点：也就是说，“比特币 +以太坊”应该占其总加密资产的50％。

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

如果尚未维持这一点，我建议至少将这些持股中的50％转换为比特币或以太坊。

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

如果也很难承受比特币和以太坊的潜在下降，则可以转换为稳定。

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

在任何时候，无论看起来多么诱人，我永远都不会牺牲这种镇流器来追逐这种利润。

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

对我来说，控制风险总是第一，利润排名第二。

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.

通过控制风险，我们总是可以留在桌子旁。而且，只要我们一直在餐桌上，总会有新的机会。

3. How am I currently managing my assets?

3。我目前如何管理我的资产？

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

到目前为止，我还没有出售我持有的任何资产。

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

关于比特币和以太坊，我随后的行动仍将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.

如果比特币这一回合的峰值100,000美元，我将继续保持它。如果超过100,000美元，无论出售是否出售将取决于当时的整体市场条件。

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

对于以太坊来说，只要低于2500美元，我就会恢复平均美元成本。

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

对于其他资产，只要我以前的判断标准，我将继续持有和观察。

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

4。牛市还不在这里吗？它仍然是熊市吗？

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

按照我的标准，它一直是熊市。这一轮市场状况没有看到牛市。

Finally, let me summarize my views:

最后，让我总结我的观点：

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.

这一轮市场条件的趋势与以前不同，但是在更长的时间范围内看它，这只是加密生态系统开发的长河中的一个时刻。这种临时困境不会阻碍生态系统发展的趋势。

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

人们的情绪似乎过于悲观。我有