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January 2026, the first month of the challenge to grow from 1 million to 10 million!

January is coming to an end, let's do a little review for myself:

Total earnings this month: 12,000 USDT
Monthly annualized return rate: 11.7%
Of which contract + spot + wallet earnings: 7,479 USDT
Predicted market earnings: 5,721 USDT

Currently, I have brushed 8 first-level projects,
@opinionlabsxyz is about to issue tokens, total brushed 250 points with 0 wear, based on the current off-market rate of 40u per point, I will reserve a profit of 1Wu in advance for next month.
@Backpack is about to issue tokens, total brushed about 2000u wear, just need to break even.
@nadoHQ has started brushing again.

Goal for next month: Monthly annualized sprint of 30%
#A8挑战 #Web3

Many friends have been asking me about my capital allocation logic and my true views on the current market. Below, I will organize my overall thoughts and current configuration to share with everyone for reference (purely personal strategy, not investment advice).

My capital evolution path (2025 → 2026)

Last year's Alpha market boom: almost fully invested in Alpha, opened 100+ accounts, and reallocated to mainstream assets like BNB.
After 10/10: Feeling that the market direction was not right, decisively cleared all BNB + on-chain MEME, switched to a full USDT state (except for a small amount of ETH/BNB kept for Gas).
Subsequent adjustments: Completely gave up unstable Alpha configurations, with all funds primarily converted to USDT, focusing on more controllable directions.

Current capital allocation (approximate ratio, February 2026)

15% → Exchange main account where about 10% is used for trend contracts (short-term direction) and some long/short hedging for first-tier projects (this actually accounts for the main operation volume).
The remaining funds are opportunities in on-chain MEME.

15% → First-tier project investments, currently holding 8 projects.
This part currently seems to rely heavily on luck; the worst-case scenario is not losing money, but rather not achieving ideal returns!

The remaining 70% → Polymarket prediction market primarily tracking price predictions in the crypto field (BTC/ETH key points), project opening prices, and other events.
This is currently my most stable source of income, with relatively controllable volatility, contributing the most in recent months.

Recent income source observations
Most stable: Polymarket prediction market (almost every month is in positive income)
Most difficult: Contract part, which has already pulled back several thousand USDT in the last few days; the market is too volatile and indeed hard to grasp.
First-tier projects: Currently leaning towards observation; returns depend on luck + project quality.

Views on the current market & operational thinking
BTC is currently fluctuating in the range of 74k-78k (according to the latest data, it fell below 77k on February 2, under short-term pressure). My personal judgment: the real bottom has not yet been reached, or rather, “bottom fishing” itself is a pseudo-proposition. A friend's saying is right—“If you want to bottom fish, there will always be a bottom to catch.” So my current strategy is:

All USDT on standby.

Only considering gradually building a BTC spot position when BTC falls to around 60k (or lower key support).
Before that, continue to patiently wait for opportunities, and absolutely do not FOMO into the market with all funds.

Position management > everything: Better to earn less than to blow up or heavily retrace.

What else can I say?

Polymarket Prediction Review:
There are 3 days left in this month, and the predicted收益 for this month is around 8K, feeling a bit short of the target 10%收益
I hope February treats me a little better

The airdrop is about to be launched!
As the first token issuance platform for the prediction market, there are high expectations for this!
Currently, the off-market price is around 40 USD per point.
I started grinding from week 0 and haven't done so since it became public.
I was quite lucky and earned about 230 points with zero cost!
Benefits for the beginning of 2026!
#Opiniones

Polymarket Prediction Review:
Today the market fell, reduced positions by 2400, 10,000 lots
Currently at 3600, preparing to clear around 99.5
Waiting for the market trend around the 28th, using up remaining bullets
Expected earnings this month 8000+
#Polymatket