Grass (GRASS)

Market is quite volatile, things I've been noticing since yesterday
I'll note them in memo format and briefly confirm position responses

- Observed the phenomenon of oil, stock, and crypto markets dropping simultaneously
- Crazy liquidity that saw the KOSPI hit the intraday lower limit twice in a short time
- Samsung and Hynix seem to have held on after a wave of decline
- CPI is announced today, the consensus is it will be negative
- Feel that the market's focus on CPI is stronger than ever
In this case, the numbers of the indicator matter, but the market reaction could bounce significantly.
- Since yesterday, crypto has started to fall less than the Nasdaq. It feels like hitting a big resistance and buying level. However, I judge that there is almost no external inflow of funds into crypto.

Personal response and position
Maintain the “coin short, stock long” (coin short, stock long) strategy
(Stocks have performed so well that I’m slightly more sensitive to a drop, but seeing peers moving seed positions back and forth gives a very comfortable ride feeling)
Especially semiconductor stocks are still held (AI supremacy competition),
Confirm that US semiconductor import volume is in a sharply rising trend
Cryptos have started not to drop well compared to the past 2 weeks. -> Perceiving a massive resistance/buy line.
But for MSTR I am still in a short expecting a volatility trigger