楠言楠哥-币圈灯塔

Every generation will have its own outlet, and every era will have its own mission.

I’m glad that I majored in finance and got involved in the trend of blockchain. I was able to gain a certain amount of wealth in the currency circle in just a few years and keep this wealth.

Many people in the currency circle have gained wealth, but they are like a roller coaster, with ups and downs, and have never kept the wealth. Relatively speaking, I am lucky!
The major in finance and the advantage of joining the industry early allowed me to see the essence of things clearly.

Many fans and students suggested that I set up an investment research community to explain investment research to my family and establish correct investment thinking. Let your family members seize the opportunity and keep their wealth.

I thought about it three times and decided to unite the three institutions and the University of Hong Kong to jointly establish a community. Provide a pure land for all family members, share experiences and lead correct investment concepts for family members.

Nange's Notes: (Advance layout, screening coins, riding a wave of data market, Non-farm/CPI/Interest Rate Meeting)

Overall coin screening strategy (key points): EMA 3 and 120-day line, check if the 3 lines are above the 120-day line. Being above indicates strength, and the higher the degree of deviation, the stronger the trend.

Logic interpretation: Data market, performing left-side trading (buying on dips), engaging with market sentiment and the excessive panic following data releases. The goal is to filter out strong coins, so that after market correction, strong coins can quickly rebound.

Summary of coins:

Upward deviation: BTC 9% XMR 16% SUI 0% TAO 1% ETH 10%
AAVE 22% BCH 6% MASK 55% TRX 18% (TRX's volatility is quite strange) BNB 5% PEPE 8% CAKE 9% LPT ANIME 38% APE 12% (seems like accumulation is ending and a bullish trend is about to start) SPX MKR ATH

Downward deviation: XRP CSPR BONK KDA SOL FLOCK PENGU ADA ARB MERL DOGE LINK DOT TON PI UNI COMP
ACA

After screening coins, how to enter? Switch to smaller time frames 4h/6h/8h/12h to look for MACD golden crosses and enter when the second volume significantly increases.

In June, interest rates were cut. Hang in there, family. CPI is at 2.4%. Now is the darkness before dawn.

Essential Knowledge of the Underlying (Cryptocurrency and Financial Market Knowledge) ---- Nan Ge (Master of Finance)

There is no theoretical framework in finance for the cryptocurrency market; here, Nan Ge will use stocks for comparison.

Making money in stocks can be divided into four types: (this will be compared with the cryptocurrency market)
1: Trading money, buying low and selling high -- Technical Analysis (Candlesticks summarize data; both stock markets and cryptocurrency markets share similarities)

2: Performance growth --- Fundamental Research (Stock Market)
In the stock market, companies are involved, and a company's performance growth, net profit growth, directly affects its stock price.
(This is very different from the cryptocurrency market!!!)
In the cryptocurrency market: it is more complex here.
(1) Technical chains like ETH correspond to technology and are more related to their on-chain activity, gas fees, etc.
(2) Platform coins like BNB are more similar to stocks; they have deflationary mechanisms (like buyback mechanisms in stocks). The price of the coin is closely related to the platform's development, but there are differences; for example, Bianca's financial reports, assets, etc., do not directly influence the price.
(3) MEME coins are purely based on consensus, somewhat similar to penny stocks in the Hong Kong stock market. (They have no fundamentals and rely purely on popularity)
(So, when conducting fundamental research on different types of coins in the cryptocurrency market, there should be particular focus)

3: Dividend money --- Company Profit Dividends
In the stock market, companies will distribute profits to their shareholders as dividends.
The evolution of the cryptocurrency market in this regard surpasses the stock market.
(Staking dividends, TVL. Staking can reduce circulating tokens, stabilize prices, POS can ensure network security, and there are also staking rewards like airdrops, etc.)
(This represents a huge market for the future, including on-chain financial management and other derivatives)

4: Valuation growth money --- (money from quantitative easing and storytelling)
Company benefits and changes in strategic planning will affect the company's valuation.

Additional Knowledge Point (A criticism of the cryptocurrency market is the lack of a valuation anchor; the valuation of tokens is not anchored to a company's revenue, financial reports, or assets. However, this also creates a highly volatile market in cryptocurrencies.)

Due to the weak anchoring effect in the cryptocurrency market, both quantitative easing and storytelling can lead to high volatility in the short term.

Mastering the underlying structure can lead to stable happiness!

Housing prices have dropped to 2017 levels.
Sell off extra properties and buy BNB and BTC.
You will thank the decision you made today in seven years.

Brother Nan's Notes: (Weekend Edition)

Friday's market showed a rebound, just as we expected. Preparing to sell this weekend.

A quick rebound is a good thing, indicating that the market has both heat and depth. However, observing the ETFs, we find that BlackRock's IBIT and ETHA are both selling off.

This indicates that BlackRock also believes the 90K-100K range is a temporary peak.

So here we can take multiple swings. The market will experience wide fluctuations. Let's arbitrage, brothers.

Nan Ge's Notes: (Fighting on Friday)

Wait for the deep drop, and be brave enough to go into the mainstream of spot oversold on Friday, and wait for a rebound.
ETH and SOL must seize this wave.

The US stock market will be closed on Saturday and Sunday, and will be closed on Tuesday and Wednesday next week, and Christmas Day.
The closure of the US stock market is the time for the cryptocurrency market to rebound. Seize it! ! ! !

Nan Ge's Notes:
Finally I have time to calm down and write some notes.

First of all, let me reiterate that interest rate cuts are a favorable cycle. This is the core essence. Don't be disturbed by external noise.
The Nasdaq is still running in the rising channel, touching the top of the rising channel in the short term, and also reaching the Fibonacci and expanding 61.8% position, so there is a need for a correction.

BTC daily line is running in the descending channel, and the cycle is relatively large. Here you can try short-term high selling and low buying. The range is 55000-64000.

ETH finally strengthened, near 2660, the short-term top, you can stop part of the profit. The overall market has a need for a correction, you can wait for 2470 to buy boldly.

The overall market will fluctuate upward in September and October. It is a relatively good trading period again, and the overall market will move more regularly.

Nan Ge's Notes:
My Android Binance is no longer usable!!!

Nan Ge suddenly found that his Binance could not be updated, and all update packages could not be downloaded. Unable to click on the APP update download.

I tried to download the browser many times, and found that Firefox, QQ, Baidu and other browsers could not be opened to download updates.

It seems that I must change to a WEB3 phone.

Nan Ge's Notes:
The K-line trend of the Nasdaq index is really an art. It is full of logic, and market information will eventually be reflected in the price trend.

The Nasdaq touched the top of the price channel and began to pull back. Yesterday's naked K-line trend was very bad. It is predicted that this wave of pullback will fall below the 38.2% position.

At that time, the big cake and SOL will be linked with the market, and there will be a wave of slow decline.

September is coming soon. September is the golden month of September and October is the silver month. Generally, the market will have violent fluctuations. The important time nodes in September are the 5th (US economic prosperity report at 2 a.m.), the 11th (August CPI data), and the 19th (interest rate announcement).

These three nodes determine the trend in September and October, and there is no doubt that the interest rate cut will be cut.

Whether it is an economic recession or an economic downturn, these are currently predicted by institutions. We have to wait for the data report on the 5th. And this conclusion can only be drawn based on the economic data of each month. It is too early to conclude that the US economy is declining and going downhill.

As long as the interest rate is lowered, it will promote market liquidity, no doubt. The overall market will go up.

Now just wait patiently, and then I will continue to take the ETH sold by Grayscale. The price of ETH is undervalued. The market value of 300 billion means that the final price of ETH will be fixed by the market.