Stay steady and wait for opportunities

From the Qingming holiday onwards, global stock markets have been subjected to a wave of panic selling without exception.

How far this crisis will spread and how severe it will become can only be witnessed with time.

In an article a few months ago, I speculated that after his election, Trump had gained considerable power (at least until the dust settles from the upcoming midterm elections), and his governance would be largely unrestrained by any government forces. Therefore, in the first three months after taking office, he would likely introduce relevant policies intensively to implement his true ideas.

Now we can all see that his previous "big talk" about tariffs is indeed coming true, such as his statements about increasing tariffs on our country.

According to certain data, in our country's economic growth last year, only the growth of exports exceeded 5%. If the tariff dispute between China and the U.S. does not have a proper resolution, many of our export enterprises will be affected, and this year's exports are likely to be quite disappointing.

Next, we don't know how many manufacturing and foreign trade enterprises will encounter difficulties. Those with insufficient strength will go bankrupt, while the stronger ones will be forced to relocate. These enterprises, along with other surrounding industries, will certainly spread the impact.

Specifically for ordinary people, how many will have to become flexible workers?

In two months, over ten million university graduates will be entering society nationwide.

This situation is truly daunting to contemplate.

At this time, I want to remind our readers again to always keep at least 18 months' worth of living expenses saved. If you haven't set aside enough, withdraw your investment funds to make up the difference. If economic issues arise now, it will affect our normal lives; investment is meant to improve our lives, so don't lose sight of the fundamentals.

This applies not only to individuals but also to projects.

At this time, we should pay special attention to those projects with strong cash flow that can survive the current difficulties; these surviving projects will have a greater chance of making a comeback in the future.

Several readers in the comments section mentioned that TreasureDAO has stopped game operations and shifted to other areas. I have not yet verified this news, so I cannot make a judgment for now.

During this time, I have mainly been reading, and I have only followed the latest developments in some major areas of the crypto ecosystem (such as AI agents), without much time to look at other fields and projects.

Once I finish some books, I will return to review the projects in the crypto ecosystem. However, this time when I come back to look at these crypto projects, I will use a new approach to reassess them all, returning to common sense and fundamentals, and clearing out any projects that do not meet standards.

Additionally, the recent declines in various assets will likely lead many participants to believe that the "opportunity" to short has arrived and want to "go with the trend" to short. But I remind our readers not to engage with these tools.

Both Buffett and Duan Yongping have repeatedly warned investors "not to short" in their advice.

All historical evidence proves that any crisis is both a "danger" and an "opportunity." I believe this time will be no exception.

This global stock market crash will certainly trigger liquidity disasters and debt disasters; we just don't yet know which countries or companies will be affected and how widespread it will be. But it is certain that many quality assets (including crypto assets) will be severely mispriced.

Investors with idle funds can closely monitor some mispriced projects and assets. We will surely see many "surprises" ahead.

Some say this crisis is comparable to the collapse of the Bretton Woods system in the 1970s, but I believe the background of this crisis is even more complex:

This time, we are standing at the intersection of two major technologies and assets that bring turning points to all humanity:

One is artificial intelligence, and the other is crypto assets.

I firmly believe that these two technologies and assets will eventually combine, and I am even more convinced that their combination will open a new chapter for all humanity.

The crisis is only temporary; after the crisis, we will see a brighter and more splendid tomorrow.