As April 2024 is approaching, the speculation about the reduction of pie production is about to begin. The first choice must be the pie itself and its derivatives.

Here, we do not separate big and small positions, but share our personal position selections in a unified way.

The positive impact of BTC’s production reduction on the currency circle is like [a whale falls and all things are born]

The main choice is BTC ETH$BTC $ETH $BNB , which is a mainstream currency. This is known to children, but as people often say, I have little funds. Buying a big cake and doubling it is only so much, it’s useless#BinanceTournament

Here we need to lurk some altcoins with high multiplier space

First, ambush around the BTC ecosystem and derivatives

The first one to focus on is this year's second-layer network

BRC-20 details [On March 8, 2023, Twitter user domo proposed using the Ordinals inscription in JSON data format to deploy token contracts, mint coins, and transfers. On this day, the homogeneous token standard BRC-20 in the BTC network was born, and the first BRC-20 token, ordi, was issued, with a total of 21 million (tribute to BTC), and the distribution method is first come first served, and everyone can mint for free]

At present, the BRC20 related infrastructure is constantly being improved, making it more and more convenient for new players to enter the market

As for where it will go in the later stage, there is no need to delve into it. You just need to understand that this ecological narrative still has a high probability of being operated in the later stage.

Here I personally choose the BRC-20 faucet token ORDI

Risk factor 7 [7 dollars to enter the market]

Upside forecast: 21 first target, 30 second target

Secondly, some projects in the traditional BTC ecosystem

STX is a layer 1 blockchain solution designed to bring smart contracts and decentralized applications (DApps) to Bitcoin without changing its security and stability.

The main technical goal of REN is to ensure the operation of network nodes so that transactions on exchanges are processed and executed without leaking information about themselves.

T. As Threshold, Keep’s infrastructure and NuCypher’s privacy tools will provide users with an integrated way to keep their digital assets private and secure. T is the utility token of the Threshold Network, which is a merger of NuCypher (NU) and Keep Network (KEEP) tokens.

RIF. An open distributed infrastructure protocol suite. It uses smart contracts on the Bitcoin network to enable simpler, faster and more scalable development of dApps

BADGER [A dao community]

Here, individuals will make a comprehensive choice based on the current project progress, market popularity, and the value of the project itself.

STX T is preferred

The above is the choice I made in anticipation of the big bitcoin production cut speculation.

Position allocation: Individuals are allocated according to 1W

60% of it is used for Bitcoin and Ethereum, and positions may be opened in batches. I will not go into details here.

The 40% of the copycat is recommended to be entered in 2-3 times, and refer to the entry points of the big cake

For example, if the current Bitcoin price is 30,000, it is recommended to enter the market with 10%. For the rest, you can refer to Bitcoin price 28,000 and enter 10% again. It is recommended to leave the remaining 20% ​​alone. As time goes by and the market heats up, you can build positions to remove the ambush of the Bitcoin ecosystem. There are still more ambush currencies worth building positions in the market, as mentioned in the previous live broadcast.

HIM

1. Summary of development in the past two years:

As a project that was only launched in 2018, the criticism and competition faced by Uniswap are no less than that of Ethereum in 2018.

In the past three years, it has faced at least the following crises: Sushi sucking blood from the Curve community and the centralized exchange promoting its own investment in Dex

Now we have to face a group of innovative new players, such as Joe, MAV, etc. In the future, there will be interception of wallet entrance (metamask)

At the end of 2020, Sushi sucked away half of Uniswap's liquidity, and the highest daily trading volume reached two-thirds of Uniswap. In 2022, Curve's bribery climax, CRV's coin price increase far surpassed Uni. Although there has been constant competition in the past two years, Uniswap is very lucky. In the end, it has proved with practical actions that it has enough strength and reputation to maintain its market share and move forward.

In the past two years of bear market, I was deeply impressed by the founding team of Uniswap. I knew early on that the original idea of ​​the Uniswap project came from Vitalik Buterin (X*Y=K), so I was very afraid that Uniswap would succeed just by relying on Vitalik Buterin. But the successive releases of v3 and v4 gave me great confidence and made me believe that the project team is creative enough and has enough original intention. This is also the fundamental reason why I have never thought of giving up on it in the past two years.

In the long run, the human factor is the biggest reason for the success of the entire project. Other external conditions can be improved, but people’s original intentions and beliefs are difficult to change.

2. UNI’s growth potential:

V4’s win-win approach I think the release of hooks is very important for Uniswap. Starting from V4, it will become more like an ecosystem, and will have more and more developers building around it, rather than the founding team fighting alone. In the past, when developers found many shortcomings of Uniswap, they could only scold it or develop a new project to do it. This is no longer the case after V4. If you think it is not good, you can improve it yourself, and Uniswap will also give you enough freedom to make money on its liquidity pool. Hooks are an important concept introduced by Uniswap V4. They are plug-ins for customized interactions between liquidity pools, exchanges, fees, and liquidity provider (LP) positions. Through the Hooks mechanism, developers can perform specific operations at key moments in the life cycle of the liquidity pool, such as before/after an exchange, or when the LP position changes!