行稳登高

I’ve divided the existing meme coins into four categories:

1. Yesterday’s Flowers

They appeared relatively early, the topic is now outdated, and their extensibility is limited; most of them are mined coins. It’s unlikely that in 2028 they will surpass the 2021 peak. Coins in this category include: ATOM, FIL, BSV, ICP, DOT, etc.

2. Business as Usual

These emerged before 2021 and have a certain market share. The projects are still actively operating and developing. The expected price performance of these coins will track the overall market, with a total market cap likely increasing by 1–2 times. Coins in this category include: LINK, CRV, DOGE, XRP, XLM, HBAR, etc.

3. Advanced Productive Forces

These appeared in 2021 and after, representing (widely recognized) advanced productive forces and the future direction of development. The ceilings of these coins are higher than those of the “Business as Usual” category, and they are likely to grow stronger during a bull market. Coins in this category include: SOL, SEI, SUI, LIT, PUMP, ONDO, PENDLE, ENA, HYPE, NEAR, UNI, AAVE, etc.

4. The Dark Horse Prince

They emerged in 2024–2026. They don’t belong to the mainstream narrative at first, but they gradually move into mainstream view. They have substantial room for future development, but there’s also a chance of failure—depending on whether they can become part of the mainstream narrative and continue to be a hot topic.

Coins in this category include: PONS, AERO, VVV, TAO, ZAMA, ETHFI, Niu Lai, RE, BIO, etc.

As a steady, leveraged long trader, my main positions are in categories 2 and 3, trying to balance in category 4 as well, and doing my best to avoid category 1.

Still optimistic about this bull market; the $ETH returns may exceed $BTC

In recent years, the core narrative behind BTC has become clearer and clearer—digital gold.

Its biggest advantage is that consensus is strong enough, and its monetary attributes are becoming more and more obvious. But on the flip side, BTC’s upside potential will ultimately be constrained by issues such as gold’s market cap, resistance to quantum attacks, and privacy.

So if you ask me about the absolute return potential for the coming few years, I’m actually more focused on ETH.

I’ve always felt that BTC and ETH are fundamentally not the same kind of asset. BTC is more like gold on-chain, while ETH is more like a set of open global financial and computing infrastructure.

In fact, you can even understand it simply as: BTC is responsible for “value storage,” while Ethereum is responsible for “carrying value.”

So in the future, there may be two scenarios: the Ethereum ecosystem becomes increasingly prosperous, but a large amount of value remains stuck in the L2 and application layers, leaving ETH itself relatively lackluster; alternatively, the ecosystem’s prosperity could eventually form a true economic flywheel, continuously strengthening ETH’s value capture until its market cap ultimately runs neck and neck with BTC.

Of course, there’s also another possibility: the ecosystem becomes more prosperous, but most of the value is taken by the L2 and application layers, and ETH itself doesn’t benefit in step.

That’s why I think investing in BTC only requires understanding gold, inflation, and cycles. But to truly understand ETH, you may need to understand the blockchain itself first—along with the economics behind it.

That’s also why I’ve long been bullish on ETH. What I want to study isn’t how much it could rise in the next cycle, but how much value this permissionless global network can ultimately carry.

Shanzhai market makers are currently betting that BTC can stabilize above the MA120 bull-bear dividing line. They also understand that there isn’t much time left for shanzhai to rally. This round of bull market is also difficult for shanzhai market makers; there isn’t much liquidity for direct sales. When BTC rises, the shanzhai are afraid to rally. Just when they finally wait for the market to stabilize and prepare to rally, BTC starts to fall again...

July 11, 2025

Hello brothers and sisters, here is the work report:
Currently, the monitoring situation of Tianhe is as follows:

Monthly structure appearing, bullish, consensus sentiment value is 52
Greater than 50 ——————— Monthly structure appearing.

Weekly structure appearing, bullish, consensus sentiment value is 98
Greater than 50 ——————— Weekly structure appearing.

Daily structure appearing, bullish, consensus sentiment value is 80
Greater than 50 ——————— Daily structure appearing.

Monthly cycle structure weakening, beneficial for bottom fishing, patiently waiting for an outbreak.
======== Attention‼️ Bottom fishing, bottom fishing, bottom fishing ========

Short opportunity: Waiting
Long opportunity: Waiting
Shanzhai bulls' monthly cycle structure weakening, BTC and ETH contracts on hold.

⚠️ Attention! All issued orders are personal experiences and should not be considered as investment
advice. Trading carries risks, please enter the market with caution.

July 10, 2025

Hello brothers and sisters, here's the work report:
Currently, the monitoring situation of Tianhe is as follows:

Monthly structure has appeared, bullish, consensus sentiment value is 52
Greater than 50——————— Monthly structure has appeared.

Weekly structure has appeared, bullish, consensus sentiment value is 95
Greater than 50——————— Weekly structure has appeared.

Daily structure has appeared, bullish, consensus sentiment value is 87
Greater than 50——————— Daily structure has appeared.

Currently, the structure is still weakening, favorable for bottom fishing, patiently waiting for an outbreak.
======== Attention‼️ Bottom fishing, bottom fishing, bottom fishing ========

Short opportunity: Waiting
Long opportunity: Waiting
The altcoin bullish structure is weakening, BTC and ETH contracts are on hold.

⚠️ Attention! All the orders shared are based on personal experience and should not be considered as investment advice. Trading involves risks; please be cautious when entering the market.

July 9, 2025

Hello siblings, here's a work report:
Currently, the Tianhe monitoring situation is as follows:

Monthly structure appears, bullish, consensus sentiment value is 52
Greater than 50 ——————— Monthly structure appears.

Weekly structure appears, bullish, consensus sentiment value is 91
Greater than 50 ——————— Weekly structure appears.

Daily structure disappears, bearish, consensus sentiment value is 38
Less than 50 ——————— Daily structure disappears.

Currently, the structure is still weakening, favorable for bottom fishing, patiently waiting for an explosion.
======== Attention‼️ Bottom fishing, bottom fishing, bottom fishing ========

Short opportunities: Wait
Long opportunities: Wait
Shanzhai bullish structure weakens, BTC and ETH contracts on the sidelines.

⚠️ Attention! All sent orders are personal experiences and should not be taken as investment advice; trading carries risks, and caution is required when entering the market.

July 8, 2025

Hello brothers and sisters, here’s a work report:
Currently, the monitoring situation of Tianhe is as follows:

Monthly structure appears, bullish, consensus sentiment value is 52
Greater than 50 ——————— Monthly structure appears.

Weekly structure appears, bullish, consensus sentiment value is 89
Greater than 50 ——————— Weekly structure appears.

Daily structure disappears, bearish, consensus sentiment value is 32
Less than 50 ——————— Daily structure disappears.

Recently, there will be certain altcoins that suddenly explode and double in value. It is recommended to take a 50% profit on a coin that doubles, then place the principal order at a 50% increase to continue buying.
For example: If a coin is bought at 1 USD, with an investment of 100 USD, when the price reaches 2 USD, take a 50% profit, and then place a principal order at 1.5 USD to buy again.
Those who are not familiar with the operation can also hold and wait for the explosion.

Currently, the structure is still weakening, which is favorable for bottom fishing; patiently wait for the explosion.
======== Attention‼️ Bottom fishing, bottom fishing, bottom fishing ========

Short opportunities: Waiting
Long opportunities: Waiting
Altcoin bullish structure weakening, BTC and ETH contracts are on hold.

⚠️ Attention! All trades shared are personal experiences and should not be considered investment advice. Trading involves risks; enter the market with caution.

June 7, 2025
Hello brothers and sisters, here's a work report:
Currently, the situation of Tianhe monitoring is as follows:
The monthly structure appears, and the long-term trend is bullish.
The monthly cycle consensus sentiment value is 67; above 50, the monthly structure will continue to appear.
The weekly structure disappears, and the trend is bearish.
The weekly cycle consensus sentiment value is 10; below 50, the weekly structure remains absent.
The daily structure disappears, and the trend is bearish.
The daily cycle consensus sentiment value is 40; below 50, the daily structure disappears.

Before the weekly structure appears, the Tianhe weekly cycle level continues to be bearish.
=========Attention‼️ Waiting for bottom-fishing notification=========

In the short term, short when reaching previous highs:
The BTC daily cycle top structure appears, continue to be bearish. ETH is still trying to break through, be cautious‼️ There are shorting opportunities for BTC and ETH; after the daily cycle structure appears, one can short at high points.
BTC breaks the second resistance level, and after a false break, it continues to pull back.
ETH has not yet broken the first resistance, waiting for a breakthrough.

⚠️ Attention! All trades posted are personal opinions and not investment advice. Trading carries risks, and entry should be cautious.