Here is the recent position portfolio record.

I allocated a 0.5 proportion to the $DOYR project, which many people call a masterpiece. Its market cap has now surged to 3M. The overall logic is optimistic about its innovative narrative. Although market sentiment is volatile, projects like this often perform well at the forefront of trends.

The Binance Life target has two strategies. One is a focused allocation, with a 0.02 position, aiming to bet on its direct performance in the spot market, which has already soared to 130M in market cap. The other is a 0.1 proportion allocation to Hakeem, hoping it can boost the Chinese community sector. Currently, its market cap is 30M. If the sector resonates, there is still room for growth.

$GIGGLE is a position that is currently trapped, bought at an average price of 70m with 10,000 USDT. Although it’s currently in a loss, a charitable mindset is also part of this market—perhaps this is the human virtue of Web3. Overall, the logic behind these holdings varies, from aggressive to conservative, just a small reflection of this cycle.