Founder, Rocket Capital · Trader · Researcher
Finding the signal in the noise of the market.
An open horizon. An independent mind.
Trading · Research · Life
I focus on trend following, value investing, and AI infrastructure while building my own trading and research systems — using data, tools, and AI to make complex investment decisions clearer, more systematic, and easier to review.
Research · Trading · Observations
At Jinwa’s wedding in Jinzhou, one simple line—“being with this person feels comfortable”—opened into reflections on lasting relationships, crypto’s volatility, online friends met offline, and the quiet hope of meeting again.
If so-called “borderline” content breaks no law, platform rule, or explicit agreement, it remains inside the line. The deeper danger is the shadow boundary that public pressure keeps drawing inside the real one.
Some people drift out of our lives for years, only to reappear far from home. Others live nearby and are never seen again. A reflection on fate, friendship, endings, and the relationships that endure without daily contact.
Could America sacrifice USDT or USDC to escape part of its debt? The idea confuses issuer risk, policy risk, and sovereign-credit risk—and misses what stablecoins are actually doing for the dollar.
I read the direction of this crypto rally correctly, but failed to shift my positioning from range-bound caution to trend-mode risk. A post-mortem on sizing, confirmation, false breakouts, and option convexity.
How I make decisions
I do not try to predict everything, nor believe in a method that is always right. The market is bigger than any one of us.
What I saw, why I thought that way, and where I might be wrong — the process is more valuable than the conclusion.
When new facts emerge, the view should change with them. Changing your mind is not failure; it is the system working.
Truly worthwhile opportunities are rare. Most of the time, the best move is no move at all.
About me
Rather than offer standard answers, I want to record how I arrive at a judgment: what I saw, why I thought that way, where I might be wrong, and how new facts change an earlier view. This journal follows my research, trading, work as a founder, and observations on education, technology, wealth, and ways of living.
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