Let me share my take on the market.
Overall, this rally started brewing when the market was extremely quiet at the end of June, then the crypto-stock narrative kicked off with the launch of Robinhood Chain. So far, I’d say the first phase has come to an end.
The leading projects on various chains have been in the spotlight for over two months, and it’s probably time for them to take a breather. Whether it’s Robinhood, SOL, or BSC, they’ve all more or less hit a temporary bottleneck: what else can they do, and how else can they innovate?
On one hand, people are starting to get tired of the same old thing. Markets are driven by people, and whether it’s the holidays or conferences in Singapore, that has an effect. On the other hand, there are too many big holders taking profits—that’s a sign the market needs to consolidate. Those stuck at higher prices need to cut their losses; those near the bottom need to be shaken out. The market needs time to grind sideways.
There have been plenty of big opportunities in this rally. The highest ceiling was, of course, Robinhood Chain: for example, $PONS 10亿, and AI at 4.5亿. Next was BSC Chain, with $MARSCOIN 快3亿 as an example. The upside hasn’t been bad at all, which shows that capital is still willing to drive the market and build new narratives.
This actually goes against what many people believe—that there are no opportunities in the primary market. It’s just that things change quickly in the primary market: one narrative today, another tomorrow, and eventually a different narrative gets used to shake people out.
At this stage, the market is splitting in two, and the broader market still has room to rise! That’s my read based on sentiment and what I’m seeing in the market. Given that premise, if the broader market rises, there are still opportunities in the primary market!
It’s just that the leaders have temporarily cooled off. That doesn’t mean they’re dead. As I mentioned above, everyone has just been playing at high intensity for two months, and people are tired. When the market as a whole is exhausted, it’s hard for a trend to emerge.
Many leaders also need the market momentum to keep going as they climb. Otherwise, if the market makers are pumping into an empty room, who’s going to buy?
The market needs a period of consolidation: those stuck at higher prices cut their losses, those who lost money move on, and then the table gets reset for a new group of people to join.
As for the overall direction, my view is crypto stocks, AI agents, and privacy, in that order, with each category progressively weaker. Really, there are just two broad categories: crypto stocks and AI. Privacy falls under AI. I’ve said this many times on my livestream!
So in this second phase, keep looking in those areas. Observe and review the market carefully, and most importantly, protect the gains you’ve made. For those who missed the earlier leaders, this is also a new opportunity!!!
$币安人生 #跟着锦鲤学打百倍金狗
Follow Web3 Koi Diary—buy coins that go up tenfold
Overall, this rally started brewing when the market was extremely quiet at the end of June, then the crypto-stock narrative kicked off with the launch of Robinhood Chain. So far, I’d say the first phase has come to an end.
The leading projects on various chains have been in the spotlight for over two months, and it’s probably time for them to take a breather. Whether it’s Robinhood, SOL, or BSC, they’ve all more or less hit a temporary bottleneck: what else can they do, and how else can they innovate?
On one hand, people are starting to get tired of the same old thing. Markets are driven by people, and whether it’s the holidays or conferences in Singapore, that has an effect. On the other hand, there are too many big holders taking profits—that’s a sign the market needs to consolidate. Those stuck at higher prices need to cut their losses; those near the bottom need to be shaken out. The market needs time to grind sideways.
There have been plenty of big opportunities in this rally. The highest ceiling was, of course, Robinhood Chain: for example, $PONS 10亿, and AI at 4.5亿. Next was BSC Chain, with $MARSCOIN 快3亿 as an example. The upside hasn’t been bad at all, which shows that capital is still willing to drive the market and build new narratives.
This actually goes against what many people believe—that there are no opportunities in the primary market. It’s just that things change quickly in the primary market: one narrative today, another tomorrow, and eventually a different narrative gets used to shake people out.
At this stage, the market is splitting in two, and the broader market still has room to rise! That’s my read based on sentiment and what I’m seeing in the market. Given that premise, if the broader market rises, there are still opportunities in the primary market!
It’s just that the leaders have temporarily cooled off. That doesn’t mean they’re dead. As I mentioned above, everyone has just been playing at high intensity for two months, and people are tired. When the market as a whole is exhausted, it’s hard for a trend to emerge.
Many leaders also need the market momentum to keep going as they climb. Otherwise, if the market makers are pumping into an empty room, who’s going to buy?
The market needs a period of consolidation: those stuck at higher prices cut their losses, those who lost money move on, and then the table gets reset for a new group of people to join.
As for the overall direction, my view is crypto stocks, AI agents, and privacy, in that order, with each category progressively weaker. Really, there are just two broad categories: crypto stocks and AI. Privacy falls under AI. I’ve said this many times on my livestream!
So in this second phase, keep looking in those areas. Observe and review the market carefully, and most importantly, protect the gains you’ve made. For those who missed the earlier leaders, this is also a new opportunity!!!
$币安人生 #跟着锦鲤学打百倍金狗
Follow Web3 Koi Diary—buy coins that go up tenfold