#Megadrop #大盘走势 #Megadrop

Brief summary:

1. After the halving, will there be a lot of selling pressure from mining companies?

① North American mining companies, mainly listed companies, have sufficient cash flow (not much selling pressure)

② Mining companies supported by Chinese capital pursue low-cost operations and rely on the traditional mining payback cycle. (The most affected, large-scale mining machine relocation is underway to optimize mining costs, the main source of selling pressure)

③ Mining companies supported by state institutions are mainly for participating in market competition and obtaining early Bitcoin production, strategic significance > profit. (Not much selling pressure)

2. There may be no cottage season

① The characteristic of this cycle is that funds mainly flow into Bitcoin through channels such as ETFs.

② It is currently in the middle of a bull market, but it is not yet a state of very high leverage and FOMO.

3. Bitcoin Ecosystem Expansion

The Bitcoin ecosystem is in a positive situation, involving three-party game:

① Core developers submit code and proposals

② Miners use computing power to vote (innovations that earn income and interest are profitable for miners)

③ User voting (new things will attract users to try)

So in the current state, it is difficult for any new development on the chain to be determined by a single entity in its future direction, and expansion is inevitable.

4. Modular blockchains are gradually becoming mainstream. This market may be the next 100 billion US dollar market.

5. The evolution path of all new things in the currency circle: issuing a large number of assets-trial and error-bubble burst-application birth-development and maturity.

6. Get rid of the fomo mentality, get used to thinking about things from a larger and farther perspective, and think clearly whether you are making money from market sentiment or cyclical money. Different money has different return targets.