The composition of holdings has quietly changed. ASTER's position hasn't moved, but another project has surged dramatically, and now its market cap has surpassed ASTER's weight in my portfolio. No selling of ASTER, just a clear divergence in returns. I remain optimistic about ASTER's long-term logic; this wave of market activity will eventually cool down—every frenzy ultimately needs to tell a rational story. This price level is definitely not the end; sooner or later, it will return to ASTER's embrace. The market is always rotating, and cycle transitions require patience.

ASTER0.9%
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