#InvestmentDiary 76. 260808~260930. What I Did: 1. Trading - DCA $BTC, $ETH, $BNB, $SOL, $XRP, US market, domestic market, commodities, indices, etc. - Reduced domestic market weighting - Reduced US market weighting and holding dollars 2. Kimchi premium, arbitrage, gap - $HYNIX, $ONE, $SOPH, $XPL. To Do: 1. Develop habit of more meticulous record-keeping 2. Play hard 3. Don't postpone settlement, do it immediately 4. Increase exercise time 5. Rebuild habit of working hard. Thought Storage: 1. US market overall still has power remaining but high variation between stocks so need to pick gems carefully 2. Domestic market just Samsung, Hynix sidekick so just watching those two should work, and moving average breakup then back down, if direction is down, will reduce weighting on dead ones 3. Commodities seem to take time to build power 4. Large cap crypto seems to have no reason not to accumulate, whether previous ATH is made or not doesn't matter, just sell well up top and keep accumulating down below 5. Despite dollar falling 15%, settled with 10%+ profit due to large crypto asset gains — realized again that liquid asset gains impact is huge 6. Should start accumulating long won when it gets cheaper, then even cheaper, then keeps getting cheaper, ultra cheap lol ~ 7. Was incredibly busy these past two months due to personal schedules, also increased exercise compared to usual, now reduced but planning to increase again 8. Felt like crypto is starting to stir again, cyclically agree same, no hollow source of liquidity appears, but liquidity comes from somewhere somehow regardless, so the only answer I can do is prayer 9. Preparing for China long
