A new year begins, clarity remains constant.

At the moment the New Year’s bell rings, the market continues to cycle between celebration and anxiety.
Some hold onto the old dream of “hundredfold wealth,” while others lose their way amid the fluctuations of the K-line.
And I choose, in this first post of the new year, to continue doing that one unchanging thing:
Filtering out 99% of the noise to find that 1% of signals for you.
Last year, I delivered:
✅ A framework for filtering out 90% of noise in project selection
✅ A tool for distinguishing “narrative-driven positives” from “substantive progress”
✅ A psychological system to stay clear-headed amid FOMO and panic
✅ A decision-making model to handle uncertainty
In the new year, these tools remain effective.
Because the market’s script has never changed—the protagonists of the narrative change, but the cycle’s laws remain constant.
In the Year of the Horse, ride with dreams as your steed, but don’t stop at just dreaming.
May you:
Seize the spring breeze, saddle up again—when others hesitate, have a clear judgment;
Don’t ask when you’ll return, journey together through mountains and seas—when others chase hot topics, follow your own rhythm;
Every step of riding your horse is rooted in passion—when others are swept up in emotions, stay as clear as ever.
Use dreams as your horse, gallop through the years;
Drink with you, intoxicated by fleeting time.
The new year is vast, and we continue to race forward together.
👇 Tap follow, not to chase after another KOL.
This is your “rational vote” for yourself—
Stay calm amid celebration, stay clear-headed amid panic,
In the long cycle, become one of the few who survive and grow.
#马年第一篇 #清醒派投资者 #认知差距 # Not following the majority