Today, I analyzed some narratives with my friends, summarized some thoughts, and shared them. Welcome to communicate together: The difference between a good narrative and a bad narrative is the timeliness and intensity of attention capture. A good narrative is one that can consistently capture large attention, with two core elements: sustained and large. How can we discover, even predict, or create good narratives in advance? The core is to observe what things can attract long-term attention from both inside and outside the circle. This requires a strong curiosity about the world, as well as continuous observation, practice, summarization, and reflection. 3. From the perspective of technological innovation, AI is definitely a good narrative, and there is nothing that attracts the attention of market funds more than AI. Moreover, with the development of AI technology, the attraction of attention and funds will become greater and more sustained. The biggest event in the current circle is the stablecoin bill. With the introduction of the bill, more countries and institutions will intervene in the war of stablecoins, and the application of stablecoins for payments will be fully implemented. We believe that for a long time in the future, we will discuss various stablecoins and their applications. So, there will inevitably be major projects and memes related to stablecoins. 5. Jin Mao and Lao Ma often create big narratives, but it should be noted that many of their narrative focuses are mostly short-lived. If they find that a narrative they create has strong continuity, then it is a good narrative. A common mistake that can be made if you only care about narrative is: you read the narrative correctly, but end up in a weak village, grind for a long time, and ultimately get killed by a strong village. This is a typical case of only looking at appearance, which leads to getting married to the wrong man in the wrong sedan chair, resulting in a sincere mistake. So, don't be superstitious about storytelling, be sure to study the situation of Zhuang at the same time. The quality of market liquidity will determine the market value ceiling of the narrative and affect the candlestick. So, lying flat is actually a good strategy when liquidity is poor. If you really can't sit still, small trial and error, and running after finishing P may be a security strategy.