懂币猫|7月 24, 2026 11:23
QQQ Nasdaq US Stocks
The Nasdaq is still in the left-side opportunity phase, meaning it's the stage for slowly building positions and buying gradually. I'm not too worried about the index—if it drops, I'll aggressively build positions and buy in. I'll stick to the logic of 'buy big on big dips, buy small on small dips.' Once the right-side opportunity emerges, I'll go all-in to lower my holding costs.
Recently, the performance of US stocks has also dragged down Bitcoin. The current macro situation isn't looking optimistic:
1. The US Dollar Index is about to break upward resistance.
2. Crude oil prices are surging.
3. Hawkish expectations from Waller, with rising rate hike expectations.
4. Continued growth uncertainty in the AI sector.
In 2017, a Nobel Prize-winning economist, Richard Thaler, introduced the Winner-Loser Effect:
Investors tend to be overly pessimistic about past loser portfolios and overly optimistic about past winner portfolios, causing stock prices to deviate from their fundamental values. Over time, the market self-corrects, and that's where opportunities lie.
For now, I'll keep waiting for opportunities in US stocks—every dip is an opportunity.
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