> For the complete documentation index, see [llms.txt](https://www.bfm-unity.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.bfm-unity.org/invest-method/group-1/tou-zi-luo-ji.md).

# 投资逻辑

## 投资逻辑

作为投资者，要保持傻逼的判断，而且聪明的判断绝对不能违背傻逼的 判断，

共识>市场环境>仓位>点位，这样的判断顺序一定要有。

首先要选择币种，再选择交易对，再选择市场环境（时机），然后是仓位，最后才是点位。

点位不能违背仓位。如果为了点位改变了仓位，甚至改变了对市场环境的判断，那即使再聪明，也不行。

做决策要从主干抓起，层层细化，要保持傻逼的判断，保持共识的判断，保持宏观的判断，不能因为小聪明舍本逐末。

微观的判断不能干扰宏观的判断，短期判断不能违背长期判断。

点位的判断，毛刺收益的博取，不能违背资本结构，仓位的分布。

追求收益率，不能脱离主流币种的选择。

（如山寨币）做决策要从主干抓起，层层细化，要保持傻逼的判断，保持共识的判断，保持宏观的判断，不能因为小聪明舍本逐末。​

其实流动性挖矿在趋势中赚的更多。网格在震荡中赚的更多。

所以最好一半网格一半流动性挖矿。因为无法判断趋势还是震荡。


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