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The recent market movements have indeed been quite discouraging. I didn't feel like monitoring the charts all morning, and it wasn't until the evening that I gathered the courage to open the candlestick chart. As a result, BAGS experienced a full-scale pullback, and the overall profit in my account also shrank significantly. Some positions even turned negative, and that feeling is really uncomfortable.
However, this also provided a good opportunity to make a portfolio adjustment. Almost all BAGS-related holdings were sold off, and the freed-up funds were directly reinvested into SOL. Why do this? Honestly, I still believe in the narrative of SOL. In terms of ecosystem activity, developer participation, and market heat, SOL's story is more comprehensive, and the future imagination space is also larger.
Of course, this adjustment was also a forced reflection—sometimes market volatility gives us a chance to re-examine our allocation logic. I hope this move was the right one.