A good friend is wondering whether the market has fallen today and whether he should clear his position. Both ORDI and SATS are trapped.

Today I learned that many people still view ORDI as a MEME. In fact, the Bitcoin market is also a bubble, including today’s stock market, which is just a place for listed companies to make money and raise funds. The bubble is not important, what is important is the business logic behind it.

The reason why ORDI and SATS are great is because the interests of miners are bound to the Bitcoin ecosystem, and part of the handling fees will be given to the miners. The more the BTC ecosystem develops and grows, the more money the miners make.

The second thing is that he still sent me some projects, which are very certain, but for his players whose capital is hundreds of thousands, there is really no need to participate in these projects. It is impossible for him to stud one project and only buy a few thousand for each project. It's really hard to get results on this kind of project.

For example, OP’s current price, which he calls awesome all day long, can the price limit really be increased tenfold to close to $40? The possibility is very small. Even if his banker background is connected to CB and USDC, his certainty is too high and the car is heavy. Large positions can be adjusted, but small positions are recommended to leave.

Putting your chips on venture capital, even if the risk is high, the bull market expectations are even higher. There are too many good projects in the Bitcoin ecosystem, and things like 1CAT ML ORDS that have not increased can be speculated.

ALT is also good. There will be good news in Cancun in the near future. Although the risk is high on METIS, good news will come out. Merlin also released its first token today. The SUI ecosystem is also worthy of deployment. Why must we insist on such certainty? High, what about projects with insufficient token growth?

I can admit that these projects are very good and have a good ecology, but can the token price make you stand up? No, it’s just that the certainty is high. The currency circle is a high-risk speculative market.

This is not investment advice. Personal investment should be defined based on your own risk. Use the remaining small funds to find a golden shovel, and don’t focus on a few high-street speculation projects. #热门话题