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Is this the bull tail?! I haven't even gotten on the train yet 😂
Since being ruthlessly taken down by my shameless family back in May, I haven't been able to regain my trading status, and my position has remained weak at 1/3.
At the beginning of July, while adjusting my positions for the upcoming altcoin season, I didn't stick to the barbell strategy by allocating to JLP, nor did I buy back the Fat Penguin NFT that I sold at a high for profit; I only focused on the technical narrative by allocating to the AI x Crypto sector with $C and $REI, the ZK sector with $LA, and the NFT sector with Degods. Among these, only Degods is in a profitable state.
Fortunately, $SOON had a surge in August, saving my investment portfolio's yield curve during the altcoin season from July to August.
Although I don't quite agree with the "bull tail theory," I believe the altcoin season is likely to come to a sudden stop in September, but it will be a healthy adjustment. Right now, there aren't any risk points like the previous cycle's Luna or FTX that could trigger a chain reaction.
If there is indeed a sharp drop in September, it would precisely provide me, as a sidelined retail investor, with an annual-level opportunity to allocate to altcoins, and this time I will definitely adopt a barbell strategy of Beta (JLP) + Alpha (emerging AI x Crypto projects) to capture the upward opportunities in the autumn market.
Moreover, I will learn from the previous experience of "narrative is king" subjective trading and introduce a self-built and continuously iterated Multi-Agent market analysis system as an aid for selecting investment targets.

TraderS | 缺德道人
From the perspective of the big cycle, the bull market is definitely not over, and Biden Sr. has a good saying: "You can't just say it's a bull market when Bitcoin rises"
Bitcoin and the US dollar index often show a negative correlation: the US dollar is strong, Bitcoin is weak; The dollar is weak, Bitcoin is strong.
2017 bull market: The US dollar index fell from 103 to below 90, and Bitcoin rose from $1,000 to nearly $20,000 in the same period.
2020–2021 bull market: The US dollar index fell from 103 to 90 after the pandemic, and Bitcoin rose from more than 10,000 to 69,000.
2022 bear market: The Fed raised interest rates aggressively, the US dollar index hit a 20-year high (114), and Bitcoin fell below $20,000.
Strong dollar cycle (Fed interest rate hikes, global capital flows back to the US): Emerging market capital outflows, risk assets under pressure, and Bitcoin tends to weaken.
Weak dollar cycle (Fed rate cuts, dollar depreciation): Global funds look for income opportunities, liquidity is flooded, and Bitcoin, gold and US stocks tend to strengthen at the same time.
At present, the Federal Reserve is in the process of shifting from tightening to easing, and the US dollar index is at a relatively high level but has entered a volatile downward range, which is good for Bitcoin in the medium and long term.


Missed the @soon_svm_korea AMA? Big thanks to @decentra1ized_, @ryanyoon_eth, @duk3duke & @Im_zo_sol @akexi33 for joining me on stage 🙏
Korea is a crypto trendsetter — we’ve backed cracked devs like @iq6900_, @PolyquestSOL, @Idolly_ai, @rewardywallet to build on SOON from Day 1. Our community is collaborative, savvy, passionate — the endearing nickname 김순아 (“Kim Soon-ah”) says it all ❤️ Then came recognition from Korea’s Big 3: Upbit, Bithumb, Coinone.
But the real reason lies in our cultural match🇰🇷
SOON is built on fast iterations. Fun fact😉: Koreans are famous for their 빨리 빨리 “Bali Bali” (hurry, hurry) catchphrase — from lightning-fast delivery apps to love of efficiency in everyday life. So our project name — SOON — reflects our project’s pursuit of speed, innovation, and building on the frontier — with a laser focus.
That’s why we’re going to Seoul next month:
1) Sep Community Meetup (Sep 9): w/ myself, @frostnian88 & our new Korea country lead @akexi33!
2) Our KBW @kbwofficial (Sep 25) Side Event: Expect fun giveaways, airdrops & a surprise superstar guest🌟

Missed the @soon_svm_korea AMA? Big thanks to @decentra1ized_, @ryanyoon_eth, @duk3duke & @Im_zo_sol for joining me on the stage 🙏
Korea is a crypto trendsetter — we’ve backed cracked devs like @PolyquestSOL, @iq6900_, @Idolly_ai, @rewardywallet from Day 1. Our community is collaborative, savvy, passionate — the endearing nickname “Kim Soon-ah” says it all ❤️ Then came recognition from Korea’s Big 3: Upbit, Bithumb, Coinone.
But the real reason lies in our cultural match 👇
SOON is built on fast iteration. Fun fact: Korea’s famous for “Bali Bali” (hurry, hurry) spirit. From lightning-fast delivery apps to love of efficiency, speed is in Koreans' everyday lives. Even our name — SOON — reflects our project’s pursuit of speed, innovation with a laser focus.
That’s why we’re going to Korea next month 🇰🇷
1) UDC @Official_Upbit (Sep 9): Community meetup w/ me, @frostnian88 & @akexi3
2) Our KBW @kbwofficial (Sep 25) Side Event: Expect giveaways, airdrops & a surprise superstar guest 🌟
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About SOON (SOON)
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