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【February 12 Emergency Investment Decision Committee Briefing】
Rotating Chair: Eudora Qi
【Eight Emergency Investment Proposals】
Core Allocation: Propose to include “Regular Dollar-Cost Averaging Bitcoin Investment” into the long-term core strategy.
Value Dip: Ethereum’s market cap has fallen to the 86th position globally; is this a significant undervaluation?
Event Play: As BlackRock announces buying UNI, an anonymous whale transfers 3.65 million tokens to Coinbase Prime—insider front-running or market resonance?
Era Paradigm: Suggest systemic overweight in “On-Chain Financial” infrastructure sectors, betting on economic migration over the next decade.
Sovereign Verification: The UK Treasury is testing digital sovereign bonds on HSBC’s blockchain; should we reassess the strategic priority of RWA (especially sovereign bonds)?
Macro Constraint A: Non-farm payroll data disrupts rate cut expectations, with only a 6% chance of a March cut—does this serve as a veto condition for increasing risk assets?
Regional Opportunities: Malaysia’s central bank launches a stablecoin sandbox; should we increase allocations to compliant projects in the Asia-Pacific region?
Macro Constraint B: The US employment market remains strong, and the Federal Reserve is on hold in March. In a “higher for longer” interest rate environment, growth asset valuation models need systemic downward adjustments.
【Proposal Review and Priority】
Foundation and Constraints: Proposal 1 (BTC DCA) is a “stabilizer” for long-term discipline.
Proposals 6 & 8 (Fed Path) form clear macro constraints, suppressing overvalued assets reliant on liquidity.
Opportunity Assessment: Under these constraints, look for undervalued core assets (Proposal 2 - ETH) and sovereign-backed certainty sectors (Proposal 5 - RWA).
Event Play (Proposal 3) requires extreme caution; Era Paradigm (Proposal 4) and Regional Opportunities (Proposal 7) should be long-term research and tracking directions.
Core Conclusion: Under macro liquidity tightening, prioritize disciplined accumulation of core assets, layout high-certainty sectors, and prepare for long-term paradigm shifts.
【Graded Voting and Operational Guidelines】
Level 1 Voting (Defense & Core): Approve Proposal 1: start or maintain Bitcoin DCA plan as a cycle-crossing discipline.
Focus on Proposal 2: treat ETH as a core strategic asset to be accumulated in dips.
Level 2 Voting (Layout & Research): Deep dive into Proposal 5 (RWA sector), identify projects with real asset backing.
Approve research budget for Proposal 4 (On-Chain Financial) to establish long-term cognitive advantage.
Level 3 Voting (Observation & Risk Control): Keep a “Watch” position on Proposal 3 (Event Play), do not allocate major resources.
Acknowledge the effectiveness of Proposals 6 & 8 (Macro Constraints), control total position and leverage, beware of overvalued assets.
Summary: In a tightening environment, focus on discipline, value, certainty, and future research.
【Voting Interaction & Public Hearing】
Core Logic Inquiry: Q: Which proposal provides the most fundamental “Operational Discipline Foundation” for the current environment?
A. UNI Whale Anomaly Play
B. Start Bitcoin DCA
C. On-Chain Financial Era Outlook
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