The apes on both sides of the Taiwan Strait can't stop crying, and the boat has passed the Ten Thousand Mountains (March 20)

1. The macro link is about 60%, which will stimulate market sentiment but will not affect the market direction. This wave of capital growth is very healthy (depending on funding rates and liquidity). Sentiment and capital are in place here. It doesn’t matter whether the Fed’s 3000E is QE or not. We’ll wait until the boots fall.

2. BTCD accounts for 46%, sucking blood. In the short term, retail investors rush to copycats too quickly, and bankers cannot keep up with the rhythm. Instead, they are waiting for a correction to wash the market.

In the short term, pay attention to the concept of hot money speculation after the correction, GDC/BTC DEFI/LSD, etc.

The focus of the ARB narrative is that short-term off-market expectations are extremely high, airdrops are very scattered, and in the short term, we will see whether altcoins will be attracted. 55% circulation (actual 20%) at the mid-term opening means the ambition to be in the top ten (2-3U).