The day before yesterday, I saw a viewpoint in a large community and pondered it for a long time. An industry insider mentioned that Solana's development direction is to "attract retail users outside the crypto space," making blockchain as simple as scrolling through short videos.

The community exploded. Some shouted "it's about to go viral," while others calculated how much new users could bring in incremental growth. But I focused on those four words—"outside the circle users"—and suddenly felt a chill. Truly novice users, rushing in with real money, what would they do first? Go all-in on a highly volatile project, or find a "more reliable" one to test the waters?

I decided to adjust part of my holdings. Sold some high-volatility assets and switched to stablecoins.

My friend laughed at me: "The ecosystem is about to explode, and you're doing the opposite? Isn't that going against the trend?"

I asked back: