How you grasp the rotation rhythm and whether you can grasp it will determine your gains in this bull market!

The core logic is still relatively simple for most of us, just wait for the certainty of high-level shipments. I personally estimate that in this round, at least 40% of the positions need to be released. We can keep ourselves on the train forever, but we must also give ourselves the opportunity to evade the ticket.

The current situation of the Bitcoin series, from this year's hot explosion series has rebounded in the short term, including BCH, BSV, ETC and LTC, which have been settled for a long time, is expected to have a long round of pull-up in the next round of bull market. At present, except for LTC, BCH and BSV are relatively light, which is why I emphasized to everyone two days ago that BCH should not be bearish. Even if it reaches around 230 points within the day, there is still more than ten points of space to reach the first pressure of 260 points above. Obviously, the positive impact of the US stock exchange will not be limited to this little space.

As for BSV and ETC, BSV is currently highly controlled by major domestic exchanges, and its trend and current rebound are more linked to that of BCH. In other words, the real market for BSV has not yet arrived, and the launch time is to be determined. However, in terms of return on investment, it is very good. I remember that it was specifically mentioned when it was around 35 points that the long-term expectations will be relatively large.

In the short-term bullish market, you can bravely add positions at the bottom. The accelerated trend of the fishtail market will inevitably come at some time in the near future. At that time, I hope everyone will not be FOMOed by the short-term pull-up action, and retreat bravely and wait for the next signal node to enter the market.

Now that the opportunity to get rich with BCH has been missed, what other currencies have opportunities should be a question of concern to everyone.

First of all, the previously recommended KAVA and KNC have both seen good growth. The highest growth of KNC is about 50%.

First, APE, once the leader of the NFT circle, has been exposed in the news and Twitter recently. The stolen data and the data of the big guys’ losses have been mentioned on major apps, but these contents have not been taken seriously. Now the big guys still have funds to buy Boring Ape, and the number of Ethereum pledges has been increasing. Therefore, in the future market, as the former No. 1 in the NFT sector, it is very likely to usher in a wave of increases.

The second one is People. Recently, there have been clips of Trump's speech forwarded in the news and on Twitter, which also brings uncertainty to the US election. As a meme coin, People has been sideways for about a year. If the US begins to incite emotions in the future, People is likely to usher in a wave of pull-ups

What are OP and ARB like?

OP and ARB belong to Layer2. What is the purpose of Ethereum Cancun upgrade EIP4844 in the second half of this year?

It is to reduce the gas fee of Ethereum Layer2, so everyone believes that after the Cancun upgrade, the entire Layer2 will have huge room for growth. Currently, there are four major players in the entire Layer2, namely: ARB, OP, ZkSync, zk-STARK, and of course DYDX. DYDX uses Layer2 technology. Currently, the total locked volume of these five projects accounts for more than 90% of the entire Layer2 locked volume.

Let’s analyze the data one by one

First of all, the gas fee is below 0.3 USD for all projects, which is much lower than the gas fee of Ethereum mainnet.

The second point is that we look at its locked-up amount. The largest locked-up amount is ARB, which has a locked-up amount of 5 billion US dollars, followed by OP, which has a locked-up amount of more than 1 billion US dollars. Since ZkSync and zk-STARK have not yet issued their tokens, their locked-up amounts are still relatively small.

Third, let’s look at TPS. Currently, the TPS of all Layer2s is less than 30. Why is it so low? Because not many people have started using Layer2 yet.

Fourthly, let’s take a look at the circulation of their tokens. Not to mention that ZkSync and zk-STARK have not issued their tokens yet, the hyperinflation of ARB and OP will not end until the middle of 25 years!

Let’s take a macro look at Layer2. ARB and OP have the first-mover advantage, so their locked-up volume is relatively large. ZkSync and zk-STARK technologies are relatively difficult and use zero-knowledge proof, so their coin issuance will be delayed. But in the next bull market, all Layer2s will rise. After the bull market is over, because ARB and OP’s technologies are relatively simple, they will gradually fall and become worthless. The technical advantages of ZkSync and zk-STARK will be reflected and they will become more and more valuable.

So in the medium term, we look at ARB and OP; in the long term, we look at ZkSync and zk-STARK

There is another data that everyone should pay attention to. Tomorrow, BTC will be halved in April in the first half of the year, and Ethereum will be upgraded in Cancun in the second half of this year. The combination of these two things may be one of the engines of the next bull market.

Next, let’s talk about the focus of the second half of the year - zkSync public chain 2.0 ecosystem:

Many people know about this project, zkSync. It has been very competitive, especially in the testnet. In order to bet on airdrops, some high-quality products have been charged hundreds of dollars in fees. Currently, most people are still brushing. From the channels I know, it should not be far from the launch. For those who don’t know, let me talk about zkSync here, mainly from the following aspects:

1. Introduction to zkSync, an Ethereum layer 2 expansion solution based on the zk-rollup architecture. It is built on the basis of the zkSyncx protocol and has faster transaction speeds, higher scalability, and more cost-effective features. It is used in multiple fields. At the same time, it has a strong financing background and has completed four rounds of financing. For example, A16Z is currently the most popular public chain

2. zkSync status, 1.0 was launched on the E mainnet in June 2020, and zkSync2.0 was launched in March this year. Simply put, the biggest selling point is compatibility with EVM, and smart contracts can be written in other languages ​​in Ethereum development, attracting more developers and users, and reducing transaction costs.

3. I looked at the competitors of zkSync. There are many competitors. The best developed ones are ARB and OP. In addition, there is Linea, and two projects independently developed by the exchange, Aztec and Scroll. But overall, they are not as good as zkSync. In the three months since the launch of the zkSync2.0 ecosystem, many projects are based on development. The top ten projects on zkSync are as follows:

Among them, there are 7 DEX protocols, 2 lending protocols, and 1 StableB protocol, with SyncSwap ranking first.

Summary: It can be seen that the current ecology on zkSync is changing. Data deposits are constantly increasing, and the locked-in amount has reached 160 million US dollars, doubling. In addition to the native ecology, other DEFI protocols have also begun to support the zkSync mainnet. I have studied the zkSync ecology for a long time during this period, and its model is indeed good.

It is somewhat similar to the previous ARB ecosystem, such as RNDT, GMX, GNS, MAGIC, etc. At that stage, some projects later ran very well, were listed on Big S, and exploded in a short period of time.

My suggestion is that before zkSync is released, you can look at the ecological projects that have already been released and are running well on zkSync. They will definitely explode in the later stage with the launch of zkSync. At the same time, you should also pay attention to zkSync after it is launched. If you have the ability, it is also a good choice to brush up the accounts or related projects.

This stage now may be the initial stage of rotation starting with Bitcoin. How you grasp the rhythm of rotation and whether you can grasp it will determine your gains in this bull market!

How to grasp it? The strategies that can be adopted at present!

1. For the main track targets, when they are undervalued, allocate in advance! Wait for the outbreak to enter the overvalued range and then start selling in batches, which is a clean and tidy transaction of one buy and one sell.

2. For sudden hot tracks, look at the abnormal movement of the main funds and the continuity of the hot narrative to decide whether to take action!

The movement of the main funds generally depends on whether K has a bottom with large volume. The bottom has been trading for a long time, and then it suddenly increases in volume and rises (for example, the Cancun upgrade competition, arb and rdnt, etc. that I have been paying attention to recently, still keep me profitable in a falling market. If I enter a rising market, I may have good gains. Of course, it is not ruled out that the main force may think that the timing is not right and not many people follow and push it down). The decline is very strong, which means it may become a short-term hot track.

Finally, there are still many things that are not written down, such as specific opportunities and specific decisions. These things are often not something that can be summarized in one article.