The market has seen a round of decline, volatility has rebounded, and many altcoins have fallen by more than 10%. This signal indicates that the altcoin market has come to an end under the current market liquidity.
Therefore, after the altcoin market is basically over, when some altcoins begin to explode in turn, they should be shipped in time. It is expected that the impact of the next decline on the mainstream sector will not be particularly large, but the altcoin market may return to zero for some currencies before the market reverses again.
Recently, Binance has launched many new coins, and market feedback and project reputation are gradually moving in a favorable direction. SEI's daily transaction volume has exceeded 1 billion, but BNB has been in a tepid state recently. In the field of platform coins, at the beginning of the year, I said that the most explosive of the year was OKB, which has doubled this year. However, compared with BNB, OKB is obviously lacking in future development potential. Therefore, if BNB pulls back to below 230 points, it can logically start a new round of fixed investment participation. BNB's annual return rate has always been good.
There is nothing worth describing on the news front. From a macro perspective, the market's expectations for future rate hikes have become less consistent. The current situation is that the record high of US Treasury bonds has led to the withdrawal of existing funds in the risk market, and the risk investment field, including the crypto market, will enter a downturn in the future. The time point for us to formally intervene in the large position should at least be after the interest rate hike is clearly stopped.
Next, let’s discuss what to buy in a bull market.
The current stage is getting closer and closer to the bull market, so floating losses are not terrible. When choosing a target for long-term holding, you need to consider factors such as current market value, project prospects, and project profitability. Market value determines the size of your position, so it is suitable for large funds to diversify investments.
First is the daomaker platform coin DAO, which can be said to be the leader among IDO leaders. This platform has the highest quality of new issuance and the most stringent protection mechanism for breaking the issue price among the current IDO platforms. Other IDO platforms can basically be understood as its imitations. Holding DAO can be pledged to obtain more new issuance quotas, but the current returns are average in the bear market.
Although everyone is confused, imagine that when the bull market comes, the DAO you hold will increase by more than ten times, and there will be several new projects launched every month, and each project will increase by dozens or even hundreds of times and eventually be listed on Binance. Holding DAO, you can continuously obtain relatively high-quality new project quotas.
Bull market expectation: DAO's increase is more than 10 times + several new projects every month. As long as you can sell these projects in time, or hold some projects that have increased by hundreds of times in the bull market, I think there is a probability of dozens of times such investment opportunities.
The second is rollbitcom, which can secretly invest in their platform currency RLB. At present, the circulation market value of RLB is 500 million US dollars. After a period of continuous speculation and rise, it is currently in the callback stage. The callback is a very good entry opportunity.
In the past seven days, the platform has made a profit of more than $8 million and destroyed $1 million of RLB, with 35.88% of the total amount having been destroyed.
Everyone knows that UNI is great, but the current market value is $3.1 billion, and holders have no rights. However, many people still list it as a target that can rise dozens of times in the bull market. In the past 30 days, UNI protocol fees were $32M. In terms of revenue, market value, deflation, and empowerment, which one is more cost-effective? Of course, when UNISWAP wants to drive the market, it may strengthen empowerment and increase trading volume.
Finally, there are CEX (centralized exchange) platform coins, among which the leading ones are BNB and OKB. I think you can choose one of them. Platform coins can be regarded as beta returns. The current market value is high and relatively stable. If you want higher alpha returns, you can make a small allocation based on these two.
In summary, when investing, we need to consider the market value, project prospects and profitability. At the same time, we should also pay close attention to the dynamic changes of the market and adjust the investment strategy according to the bull market expectations. The arrival of the bull market means opportunities, but we also need to choose the target that suits us and do a good job of risk control.
