Although the entry timing was far from perfect, the portfolio has already doubled, which can be considered a decent result.

To be honest, this type of narrative hasn't been my main focus. However, from recent observations, narrative projects like giggle and launchcoin—which are backed by real-world applications—are becoming increasingly scarce in the current market environment.

The market is changing, and the strategies are evolving. Instead of stubbornly sticking to my old investment framework, it’s better to proactively make some adjustments—after all, staying stagnant for too long can make your thinking rusty as well. Sometimes, adapting flexibly to the market rhythm can help you seize opportunities that were previously outside your field of vision.