DropToZeroDon'tCry

In the next 10 years, what is truly valuable as a money-making ability?
In the past couple of years, I’ve become increasingly certain of one thing:
In the next five to ten years, the most valuable assets won’t be in your name, but in yourself.
Housing, stocks, positions—they seem like assets,
but they have one common point—
they can be wiped out at any time by policies, cycles, or accidents.
And some things, once cultivated,
even if the world restarts,
they will stay with you.
The changes I’ve observed over these years are broken down into a hierarchy with extremely important sequencing.
1️⃣ F

The Biggest Lie of 2025: Your Assets "Have Increased"
If you think you've made money in 2025,
then you might have just been comforted by inflation.
After reading Ray Dalio's 10,000-word article "2025 Year-End Reflection," I only remember one sentence:
Most people haven't earned less, but have "not earned anything at all."
① You think it's a bull market, but actually it's currency collapsing
Dalio provided an extremely harsh data point:
S&P 500:
Measured in USD: +18%
Measured in gold: -28%
What does that mean?
When your unit of measurement itself is depreciating,
asset appreciation is just a re

2025 Year #DeFi Panorama Review: The Retreat of Frenzy and the Formation of Structure
In 2025, DeFi experienced a classic rollercoaster market cycle of **“peak frenzy → Q4 flash crash → calm reversion”**.
The total value locked (TVL) reached a historic high of 277.6 billion USD at one point, then rapidly declined in Q4 to 189.3 billion USD, with an annual increase of only 3.86%.
Prices fluctuated while the structural consolidation accelerated.
1️⃣ Market Pattern: Winner Takes All, Top Players Stronger
The top 14 protocols account for over 75% of TVL, further deepening monopolization.
Meanwhil

Start of the Year January Outlook: Is the Christmas rally continuing into the new year?
In the first two trading days before New Year’s Day, the market performance was not good:
‍#美股 Slight pullback, BTC remains volatile, sentiment is cautious.
But last weekend’s swift action by the US against Venezuela clearly changed the market’s risk pricing.
As analyzed in yesterday’s tweet—
Quick decisive action and reducing uncertainty are positive for risk assets.
To put it simply, global funds’ confidence in “US assets” ultimately depends on national strength and execution capability.
This move also s

The investment logic of Chinese and American companies has completely diverged.
If you look at the top companies by market value in China and the US together, you'll find a very harsh reality:
They are no longer on the same growth trajectory.
🇨🇳 China: Scale-driven, stock-based, cash flow logic
Leading Chinese companies still mainly focus on:
Banks
Energy
Telecommunications
Traditional finance and infrastructure
The only common feature is:
Massive revenue, but very low growth.
Except for China Mobile, which can still maintain around 7% growth,
the rest are growing at less than 3%, with some