Basic views and operation directions of the current market
I think when it comes to investing, if you are troubled by emotions for a long time, your judgment will definitely be impaired, which will lead to losing money. After a wave of continuous increases, many people begin to feel anxious, so be sure to read these contents, which will help you solve some emotional problems.
Why do people feel anxious? Some people are anxious because they don't know whether to continue holding after making 20% profit, and some people feel that it is more painful to miss out than to sell at a loss. Of course, this is human nature, and this is the biggest pain point in every upward process. So every time this happens, private messages will be flooded with questions about how to adjust the mentality.
Actually, I am also a human being. Will I encounter these problems now? Of course I will! But I have a clear goal and a well-established strategy and logic. Therefore, whether it is rising or falling, I can deal with these emotions better, so that I can better judge the market.
1. BTC will definitely have a super bull market
Bitcoin will definitely reach over 100,000 US dollars or even higher. Interest rate hikes are temporary, while water releases are permanent.
2. Opportunities arise in difficult times:
Any bottom is hard to endure, and any rise is also hard to endure. Whoever can endure it will be rewarded by the market. Because: the most valuable things are often made at the most difficult times. So whenever you have to make a difficult decision, you should know that it is a time for opportunity, not a time for frustration.
3. Has the bull started?
Many people ask whether the bull market has already started. I think this is a false proposition. Bull and bear markets are not determined by prices, but by market sentiment and expectations. Price changes and news will constantly test market sentiment, which is a dynamic thing.
Therefore, I have never recommended anyone to predict the market. We only need to observe market sentiment through multiple information such as popularity, trading volume, capital inflow, etc., and not be affected by other factors.
4. Should I buy it at the price of 31,000?
First of all, if you are currently missing out on opportunities and feel anxious because of market fluctuations, because the emotional changes of anxiety about missing out on opportunities are too great, it is recommended that you hold a portion of your positions and boldly buy some positions at the current price, which can greatly alleviate your anxiety. This price is not bad.
5. Will it be sold at the price of 31,000?
Ask yourself this.
Those who engage in value investing don't need to care about the price. They just hold on to it. Why sell it at a relatively low price of 31,000?
Those who are engaged in trend investment may have heavy or even full positions in the next few days. At this stage, it is all about seeing whether the previous high of 31804 can be broken. If it is broken, the market may continue to rise. In this case, set up a strategy and wait. Don't let emotions affect your judgment.
6. Abandon nothingness and illusion
Finally, if you firmly believe that the stock price can rise to 100,000 in the future, and look at the present from the future, there is actually no difference between 26,000 and 30,000. What are you anxious about? Don't be affected by some noisy voices in the market, and don't look at how much money others have made. Most of it is nothingness and illusion. When investing, you can only have two things in your mind, one is the market, and the other is yourself!
Let’s talk about the current landscape and emerging trends of L2
This track is evolving rapidly, and we may soon witness the era of a hundred-chain war. Below we use a few mind maps to sort out the current landscape and emerging trends of L2
The second-layer competition is the main narrative of the next bull market and needs special attention. This track is evolving rapidly, and we may soon witness the era of a hundred-chain war. Here I use a few mind maps to help you sort out the current landscape and emerging trends of L2:
Optimistic (OP Rollup):
Arb — the most successful aggregation, with a TVL of over $5 billion, has begun to support L3 development and recently started to vigorously promote ecological funding plans.
OP—Did not build the largest L2, but instead focused on creating a super chain ecosystem, and initial results have been achieved.
Base —Coinbase was created using OP Stack and is already the third largest L2.
Mantle — from BitDAO, has the largest DAO treasury, but has not received as much attention as Base.
ZK Rollup:
zkSync - The leading zkEVM with a peak TVL of over $700 million. It has now dropped significantly.
StarkNet——focuses on zkVM, its own programming language Cairo, and has a peak TVL of US$200 million.
Polygon zkEVM — Community adoption is relatively lukewarm. A new trend is that the ZK L2 ecosystem built using Polygon CDK is taking shape.
Linea — developed by Consensys, underperforming.
Scroll — Just launched on mainnet.
Trend 1: Competitive chains join L2:
Eclipse — Launched the Eclipse mainnet, Ethereum L2 running the Solana virtual machine.
Canto——Canto, based on Cosmos, transformed into Ethereum L2 to focus on RWA. At the beginning of this year, it rose strongly with the "three no" narrative (no pre-sale, no official team, no VC support).
Astar — Astar, the leading parachain on Polkadot, is ready to expand onto Ethereum with the launch of the Astar zkEVM.
Trend 2: One application, one chain becomes a new strategy:
Larger dApps may choose to deploy their own chains. These chains can be L2 or L3. L3 is a chain built on L2. Currently, the more well-known L2 application chains include: FraxChain, Aevo, DeBank, Zora, PGN, Worldcoin, etc. DeFi blue chip projects are also planning to build their own chains, such as MakerDAO.
Trend 3, L2 as a Service:
Previously, the L2 war was a competition between separate second-layer chains such as Arb and OP. Now the situation has changed. Everyone is competing to provide L2 as a service and trying to create their own aggregated ecosystem. In addition to OP building a super chain ecosystem, Arb has also felt the pressure brought by OP's strategy and started to promote support for the L3 ecosystem. In addition, the ZK L2 ecosystem built using Polygon CDK is also forming a new force.
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