《复盘》 最近小仓买了一个币 #1 ,买了三次,止损了三次,虽然心态是稳的,按纪律止损了,但是我总觉得哪里不对。于是我找gpt复了一遍盘,受益匪浅。 1、理性告诉我:结构不强,要止损 - $WLFI 的日线CVD为负,就是现货没有买盘。 - $WLFI 的合约CVD也为负,合约也没有买盘。 - $1 的反弹也很弱,成交量没起来。 - BTC没向上、solana生态也没热起来。 所以我止损,是没有问题的。 2、情绪告诉我:叙事很强,我不想错过 -wlfi 川普家族基金喊单并明牌买币 这算是很强的背书了 -bonkfun的tom也罕见活跃起来 -bonkfun和ray的助推 -1与wlfi的强耦合 -稳定币赛道 这是典型的-强叙事,低结构阶段。 这种时候很容易让人脑子产生fomo幻觉 3、我现在只想做右侧交易 但是从我的操作上来看,我在btc没有上涨,wlfi没有确定拉伸,在它自己也没有强势突破的前提下就买入了,这算不上右侧。 毕竟前几天wlfi的拉升更像是虚晃一枪。cvd还是负的。 所以我困在了买入、亏、止损,再买入,赢了没走,又亏,又止损。 这就是因为右侧身份和提前预期的打架。 所以我决定先不动了,我要等待三个条件满足的时候再操作。 btc上涨或稳住、 $wlfi 开始真实大买盘上来,才能带动 $1起来。 我又想起来芒格的话: 最难的不是买,也不是卖,而是什么都不做
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