Since the beginning of the month, the market has rebounded again. The recent pattern remains the same—selling high and buying back low.

Starting this Tuesday, the period of listed companies releasing their earnings reports in clusters begins, and this rhythm will continue until the end of the month. Every time the financial data is released, the market fluctuates accordingly, which is quite normal. But one thing to understand—financial reports essentially reflect known information, just as short-term catalysts. What can truly change the situation depends on whether there are new performance outlook adjustments during the earnings conference. Otherwise, it won't significantly impact my long-term holding strategy.

What I should pay more attention to now is another variable: the Middle East situation and whether the US will take military action against Iran. The biggest fear is the panic caused by such uncertainty. But think about it from a different perspective—if the situation is certain to lead to conflict, it could actually be an excellent low-entry point. The harsh truth of investment betting is this: only low prices constitute real market good news. And low prices often require market panic to occur. The question is, how many people are really willing to buy in panic?

The underlying logic of making money in investment is, frankly, contrarian thinking. Once you get used to operating against the trend, you'll be surprised to find your win rate inexplicably rising. But this approach inherently goes against human nature.

Focus on: BTC, Ethereum spot, SOL, and other mainstream cryptocurrencies' opportunities for absorption.