Let me share my current view of the market.
BTC still has upside room over the next one to three months, especially after concerns about rate hikes ease. BTC investors no longer need to bear both the income declines and credit contraction brought on by a recession at the same time.
In other words, the current macro environment is favorable for BTC.
As the economy continues to operate steadily, the pressure from continued monetary tightening is easing, and institutions and retail investors in the market have already begun to willingly take on risk again. As a result, BTC's rise no longer needs to wait for a significant rate-cut policy to actually materialize.
The logic of the altcoin market is even simpler than BTC's.
For new users entering on-chain right now, they can choose to hold stablecoins, buy traditional RWA assets, or engage in lending and trading. The whole process does not create strict holding demand for many altcoins.
Therefore, this round of altcoins probably will not be about sector battles; there are mainly three types.
- Altcoins that maintain valuation by relying on sector hype
- Altcoins that grow by competing for market share in traditional finance
- MEME coins
When a bull market returns, all three types of altcoins rise together. When the market moves sideways, funds flow back into RWA and blue-chip assets for safety. Valuation recovery brought by improved regulation will also strengthen the risk resistance of blue-chip altcoins.
#俄乌同时宣布停火3天 $UNI
$ZEC $AAVE
BTC still has upside room over the next one to three months, especially after concerns about rate hikes ease. BTC investors no longer need to bear both the income declines and credit contraction brought on by a recession at the same time.
In other words, the current macro environment is favorable for BTC.
As the economy continues to operate steadily, the pressure from continued monetary tightening is easing, and institutions and retail investors in the market have already begun to willingly take on risk again. As a result, BTC's rise no longer needs to wait for a significant rate-cut policy to actually materialize.
The logic of the altcoin market is even simpler than BTC's.
For new users entering on-chain right now, they can choose to hold stablecoins, buy traditional RWA assets, or engage in lending and trading. The whole process does not create strict holding demand for many altcoins.
Therefore, this round of altcoins probably will not be about sector battles; there are mainly three types.
- Altcoins that maintain valuation by relying on sector hype
- Altcoins that grow by competing for market share in traditional finance
- MEME coins
When a bull market returns, all three types of altcoins rise together. When the market moves sideways, funds flow back into RWA and blue-chip assets for safety. Valuation recovery brought by improved regulation will also strengthen the risk resistance of blue-chip altcoins.
#俄乌同时宣布停火3天 $UNI
$ZEC $AAVE