Dragon Sky Dragon's Core

StrawberryIce · 2026-03-18T06:30:02+00:00

The article discusses how the core of the "long-empty-long" strategy lies in focusing on the main uptrend and maintaining cash positions to avoid quantitative trading risks. It emphasizes the failure of quantitative trading during extreme market conditions and the importance of sentiment and capital flow during main uptrend phases. Meanwhile, it points out that cash position strategies can effectively immunize against quantitative trading liquidation, highlighting the significance of sentiment premiums and trend profits.

StrawberryIce

2026-03-18 06:30:02

Abstract generation in progress

The core of Long Kong Long:
Only make the strongest dragons, only ride the main upward wave, and stay in cash the rest of the time.
This precisely hits the dead spot of quantitative trading:

When the dragon is in a main rise, quantitative models can’t suppress it at all.
A true dragon’s main rise is driven by emotional, capital, and logical resonance,
making quantitative sell-offs, shakeouts, and T-model manipulations all ineffective.
Quantitative trading fears “unpredictable opponents.”
When you’re in cash, no matter how quantitative models harvest, fluctuate, or cut chives,
it has nothing to do with you.
Being in cash = directly immune to 90% of quantitative harvesting.
Long Kong Long is about “capturing extremes,” while quantitative trading is about “eating normality.”
Quantitative models profit from statistical regularities,
but the main rise of leading stocks is an extreme market,
where statistics fail.
You’re earning emotional premiums and trend-driven explosive profits,
not small fluctuations that quantitative trading excels at.

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