Many friends have asked if the previous judgment of "looking for a pullback in October and the best buying point in the second half of October" still holds true? I replied in the comments last week and the day before yesterday, and it happened to be posted. The estimated time for encryption adjustment is only these two weeks. At the end of September, it was discussed that liquidity would tighten by 10%, which would have an impact on the market. There will indeed be adjustments (up to -10%), and the low point of liquidity according to the US Treasury Department's plan will come out at the end of the month. But overall, this adjustment trend is still strong and not so bleak. When I replied last week and a few days ago, I also talked about gradually buying. Giving up the idea of accurately copying to the lowest point is not about waiting for the lowest point and then taking a shuttle, but about buying it when it's almost done. As during the live broadcast on Okx planet in mid June, https://(((((x.com)))/qinbufark/status/2076212081032856062? S=46&t=k6rimWSEbo2D2TXolYcM-A Talk about: A pancake of around 60000 yuan is already very cost-effective and worth starting to build a position. I filled up my position in the four to five months starting in June, and I didn't know when I would come back to reverse, but time would be a very good dimension. So it's the same now, you can buy it now. If there are still pins in the future, it's a better opportunity. The core is still the October we discussed earlier, which is a normal adjustment during the upward cycle. The new encryption cycle has already begun For non pancake cryptocurrencies, after the cryptocurrency market enters a new normal, https://(((((x.com)))/qinba frank/status/1997561492909298132? S=46&t=k6rimWSEbo2D2TXolYcM-A, the vast majority of which do not have long-term holding value, and what is truly valuable in this cycle is still the layout along the main line of tokenization and RWA. Under the trend of tokenization, the underlying infrastructure can truly capture value, and there is also token buyback: Here in July, https://((((((x.com))))/qinbank/status/2101118733423174043? S=46&t=k6rimWs Ebo2D2TXolYcM-A has also discussed the beneficial asset under the promising trend of tokenization: coin hood CRCL eth bnb uni aave okb sol hype sky My personal layout in the cryptocurrency market and stocks is basically based on these few assets, and now I naturally still believe that these are the most core mainline sectors in the new cryptocurrency cycle. Previous series of tweets about tokenization and RWA: 1) The clear bill has not been used before, and the SEC and CFTC still have policy tools to create an administrative market framework. https://(((((x.com)))/qinbafrank/status/21004413452491572? s=46&t=k6rimWsEbo2D2tXolYcM-A 2) The three driving forces for the next round of cryptocurrency bull market: https://(((((x.com)))/qinbufank/status/2095791261731225640? s=46&t=k6rimWsEbo2D2tXolYcM-A 3) Tokenization and RWA have filled the gaps in underlying assets for on chain finance and DeFI. https://((((((x.com))))/qinbank/status/2095094140031689161? s=46&t=k6rimWsEbo2D2tXolYcM-A； 4) At the beginning of the year, a new era has arrived. https://(((((x.com)))/qinbank/status/202660289198539876? s=46&t=k6rimWsEbo2D2tXolYcM-A