Unfortunately, there are still many people who do not believe that 'cows have arrived'. Okay, I can't explain it clearly either, so let's change our perspective and say: 1) Whether the cow comes or not is actually not important. We need to see the opportunities behind it that can be manipulated. When everyone is rushing on the chain to catch hot topics and find opportunities to communicate with alpha and friends, it is crucial to mobilize every cell in your body to make yourself more unrestrained. Because only by maintaining optimism and enthusiasm can we see and hear these things. 2) Many people also know that a bull market may be coming, but after experiencing too many repeated scams by the monkey market in a bear market, they have become exhausted and numb, and the key is to get emotional. But often opportunities arise when one is locked in emotions and unwilling to face absolute thinking. If the bull fell into PVP traps at the end of the last cycle, what's the point of investing in research projects now, finding interesting things on the chain, making small bets, and losing a little time? 3) Leaving aside the macroeconomic policy drivers in the United States, whether it's short selling or not, not looking at net inflows of ETF data, and not analyzing whether there can be a sustained and real buying trend after a rally, you can't hear it. So let's just think about one thing: during a bear market year, any rally that is not "quantified" will be immediately smashed down, and any slight emotion will be knocked back to its original form within three days. And this time is the same, just aiming for this point. Isn't it worth exploring? 4) After experiencing two cycles of crowds, I think everyone understands that the most dangerous thing is when the excitement is at its peak. The current consensus differences are just a good time to focus on planning opportunities. When most people enter the market and are struggling with whether each sharp drop is a bear, they quietly leave, just like now when most people are struggling with whether a sharp rise is a bull. Don't ask me, an old holder, how do you understand this 。 Cow, friends who follow trends.