September 22, 2026.

I allocate to BNB and OKB—not just for returns.

More important is resilience during downturns. In a bull market, there will be multiple pullbacks, and coins without strong underlying support will drop very deeply.

The next Bitcoin pullback will be 20%~30%.

If the gains of BNB and OKB haven't been excessive, the pullback should be about the same as Bitcoin's—after all, they’re the most profitable companies.

BNB and OKB drop 20%~30% along with the broader market (BTC).

Most altcoins have to drop by 50%~70%.

It falls back to its original level, and even breaks to new lows.

Buying altcoins is like enjoying yourself for a while. But in the long run it will be extremely painful; investing for years will basically be a lost cause.

As long as Binance and OKX operate stably, their tops and bottoms will keep rising.

Each pullback’s bottom is higher than the last one. An upward spiral—when time is extended, it will leave 90% of coins far behind you.

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(09/22, 26) Big Brother Cai’s daily insight:

Anyway, over 90% of these coins have no chance of breaking previous all-time highs.

It’s better to choose an asset that makes you uncomfortable for a while, but can deliver steady returns over the long term, than to chase altcoins for a quick thrill.

Your entry price determines the downside floor; the sector determines the upside ceiling.

Making big profits isn’t about trading short-term, but about accumulation. During pullbacks, you suffer less drawdown than the market; during upswings, you earn more than the market.

Maintain a steady upward trajectory in the long run, and you’ll leave 99% of your peers behind.

In the same bull-market cycle, some people accumulate 200%, 300%, even 500% profits, while others end up losing money.

Most altcoins only lead people to invest for years and end up with nothing.