Written in early 2026 | Part of the bull-bear cycle: · After BTC breaks below 52K, it becomes a very safe buying area. "Most extreme predictions say it will start with 3, but personally, I feel that even if there is a probability of that, it won't give most people the chance to go all in." · After Sol breaks below 39U, it becomes a very safe buying area. "Continuing from Tinghu's perspective." · After BTC enters a bottom where it’s howling like a ghost, OKB and HYPE are worth buying. "I believe in Xlayer's performance in the next bull market and trust Hyperliquid's future position in the Perps track!" · If ETH doesn't drop below 1K, just don't look for now. "V, selling more actively than holders, just don't look for now!"

Staying away from the hustle and bustle of life, I adjusted my positions, sold off most of my holdings in the storage sector, feeling that a SanDisk crash (↓750-450U) is not impossible, then switched to dollar-cost averaging into Hype, and will wait for storage to drop to my desired level. $DRAM $XSNDK $HYPE

Bear market pumps on Korean exchanges then drops? This O1 token, not selling after breaking even, is the biggest mistake this month. Korean exchanges used to generally bring double returns, now it just drops after pumping 🫪$O

Many people understand BTC, and then during the previous bear market when it dropped over 70%, many who understood BTC got off. Many also understand the "life" meme, and then during the previous 10X drop, many who understood it got off. Now it's time for some to come out and question intelligence again, Is the AI story over? Is AI just one of many flash-in-the-pan narratives? zhaozhao, I'm not an AI expert, so from a bystander's perspective, when the AI stock sector enters a bear market, and everywhere is in a 50%-70% correction phase, although it probably hasn't reached the golden pit opportunity point yet, it does have a bit of cost-effectiveness compared to buying at ultra-high levels. If you don't understand, buy slowly, go all in by the fourth quarter, and leave the rest to time. $XSPCX $XNVDA $XMU #在OKX交易代币化美股现货

When I was in graduate school, my advisor often said: "Don't innovate just for the sake of innovation. You need to graduate, so first get through the external review. Be steady, and read more papers from others in the same field!" Today, OKX tokenized stocks have finally launched! zhaozhao immediately opened X and the App to check it out (you need to switch the App language to Traditional Chinese), currently over 40 mainstream US stock spot tokens are available, and more will be added continuously. While other platforms are frantically innovating products, OKX chose to take a "middle" step: The vision is to "unify the tokenized stock market"! OKX cleverly hides the issuer role in the backend, so in the future, no matter which issuer's tokenized stock you deposit, OKX will help you unify the conversion, achieving All in One. Just like during the Web3 wallet wars, different chains required different wallets, but with OKX, one wallet is enough. Recently, there has been a lot of talk about AI stocks, with many voices bearish whenever prices drop, but zhaozhao believes AI stocks will return during the bull market, while most of those VC coins and altcoins are just done for. #在OKX交易代币化美股现货 #存储股抛压跨市场传导，韩央行加息

Putting aside the de facto similar coin issuance logic of SK Hynix, Is the Crcl moment for the current US stock storage track about to arrive? The cycle peak/turning critical point of the storage track may have already arrived or is about to arrive, but it will not be a "crash" in the traditional sense, rather the mid-to-late stage of a super uptrend cycle. Perhaps looking back in 2029, it will be: The speculative era of storage in 2026 The speculative era of physical AI in 2027 The speculative era of optics in 2028 $SKHYNIX $DRAM

OKX Web3 wallet now supports the popular public chain RobinHood! Bought some $1 yesterday, reason being I don't like zero.

Went to have hotpot with classmates from the language class in the evening, feeling a bit emotional that my six-month business visa is about to expire, but I still only know how to say "aba aba aba." In the same English language class, I met some friends from the crypto circle, and in the evening we talked about BlackBerry. My own view is, a target that will have a big explosion + a concept in the main narrative, won't just go up all the way, it will definitely offer everyone a cost-effective entry point. I am optimistic about BlackBerry BB under 10U, but not going all in at once, not opening high-leverage contracts, but dollar-cost averaging spot purchases · Buy once if it drops below 9U, · Buy once if it drops below 8U, · Extremely cost-effective at 7U or below (may not reach). Several big IPOs that suck up capital always allow everyone to buy at the price they want. In 2027-2028, the explosion of the physical AI track is a high-probability event. ——————— It feels like everyone is pessimistic about the new things in this crypto cycle, except for $HYPE and the like, there's not much worth betting on, a bunch of kings are not even as good as memes.

Earn your first pot of gold in crypto, hold and amplify through US stocks If I only take 100,000 RMB now, They want to take a relatively low-risk future. Then, on June 1, 2026, My answer is: the US stock AI track. Zhaozhao believes that in the next three years, His next 1 million, 2 million, Most likely, it will rely on US stocks. It's not that I don't think about crypto but it started last year, The real money-making effect of the crypto circle, Increasingly focused on: A few demon coins with 'high control + strong market + strong narrative' are available. In recent years, I've noticed more and more Many project fluctuations are no longer closely related to fundamentals. But AI is different! AI is not a story from a meme season, It is an industrial revolution that lasts for several years. From the internet, mobile internet, to today's AI. Every epoch-level opportunity, Eventually, a batch of companies with a hundredfold will be born. The logic of the AI industry chain is actually quite simple: In the short term, there is a shortage of chips; in the long term, energy shortages; and permanently, a lack of storage. Looking further ahead, there's the huge incremental growth brought by physical AI! If I had to start over with 100,000, I won't study the next meme every day. I will research: chips, energy, storage + physical AI! After making the choice, he left his time to the times. The End： Compared to other investment channels, US stocks There are reliable homework lists you can refer to! · Follow Trump and the U.S. government's investment list · Follow the US stock AI god Serenity · Refer to the listing status of major RWA platforms and mainstream crypto exchanges

Zhaozhao's U.S. Stock Study Notes | Quantum Computing Track According to an authoritative report by The Wall Street Journal, the Trump administration has officially entered the quantum computing sector, planning to invest a total of $2 billion to support nine leading domestic quantum technology companies. The support model will inject capital in exchange for company equity, allowing the government to enjoy long-term equity returns and elevate quantum technology to the core of the national economy and strategic security. Among this round of large funds, industry leader IBM secured $1 billion in special support funds, becoming the biggest beneficiary of this round of policies. These favorable policies directly boosted the US quantum computing sector collectively, with IBM and a host of quantum concept stocks experiencing market fluctuations. Zhaozhao Personal Practical Record After getting the Billions refund, I decided to copy the Trump administration's homework! Spent 2491U to buy IBM!

From "Simple Wealth" to the popular financial blogger Silicon Valley Hermit, the core behind it all is: 1. Don't pick stocks, don't time the market, don't trade frequently! 2. The vast majority of people ultimately can't beat the market! 3. Confidently allocate to index funds and hold long-term! The great way is simple: less trading, more patience, steady wealth. If you only choose three index funds for regular investment in the AI sector, they are: 1. AI Full Industry Chain ETF | $AIQ 2. Storage ETF | $Dram 3. Semiconductor & Optical Communication ETF | $EUV If you want to expand a bit: 4. Physical AI ETF | $WPAI 5. Physical AI ETF | $WDRN 6. Computing Power Chip ETF | $SMH