The five-day altcoin season has ended, and everything happened too quickly. Most of the long leverage was cleared overnight yesterday. If you have positions, don’t rush to increase your holdings; if you don’t have positions, you can take a chance on a rebound. The short-term bottom has not yet been confirmed, so be cautious.
I also didn’t escape from this peak very comfortably. I cleared my usual holdings and slightly reduced my pnut, as well as half of my bnb. The main issue is that I reduced my pnut holdings too little; I ended up clearing the strongest usual holdings instead, which was quite difficult to decide. However, the overall position has been reduced, which is a relief.
Now I’m only 65% invested. I mainly hold close to 50% in btc, so although I’m injured, it’s still manageable.
Next, I will continue to defend and counterattack. If the market is weak, it is quite likely that we will return to the strong period of Bitcoin. I will observe the btc pullback and take action, first looking at 96000 and 93000. Let me tell you a ghost story: the big coin's pullback hasn't even reached 10%, everyone take care.
Have the two main scams I milked boarded? pnut is close to 1u at its lowest, now 1.45. usual is at its lowest 0.3 now 0.44. $PNUT $USUAL #下一个换谁涨?
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Highlight the key points! ! ! ! The alt season is here. Let me help you sort out the logical concepts of this round of alts!
First of all, the main line of this alt season is very clear. Four sectors are worth paying attention to, meme, defi, rwa, and public chain.
The native assets of the currency circle are the public chain basic disk headed by BTC. That is, f4 public chain BTC, ETH, BNB, and SOL. The track is to use the meme native chain assets as the engine, feed back the defi ecology and synthetic dollars and other RWA assets to promote transactions. This is a big logical line, which has been reflected in the transactions in the past 90 days. Data such as the ranking of the top 100 cmc gains.
The next step is to choose assets. The more stable meme is to buy the target of Binance and make waves to get big volatility dividends. The on-chain meme can only be participated by small funds. The second-level first recommends meme
$PNUT
The defi sector is relatively rich. Basically, it depends on which public chain you like. They all have their own DeFi ecosystem. JUP and RAY in the Sol ecosystem. Uni and AAVE in ETH. Cake in BSC.
For the RWA sector, we mainly focus on the stablecoin sector. Usual is the first choice. Compared with the market value of ENA and ONDO, it is really not too cheap. $USUAL
For public chains, it is F4, BTC, ETH, Sol, BNB and Doge. Doge is not particularly emphasized above because it is mainly classified as a meme, and the trend of Pnut also resonates with Doge.
The above is what I shared today. Please click three times! #山寨币走势展望
Highlight the key points! ! ! ! The alt season is here. Let me help you sort out the logical concepts of this round of alts!
First of all, the main line of this alt season is very clear. Four sectors are worth paying attention to, meme, defi, rwa, and public chain.
The native assets of the currency circle are the public chain basic disk headed by BTC. That is, f4 public chain BTC, ETH, BNB, and SOL. The track is to use the meme native chain assets as the engine, feed back the defi ecology and synthetic dollars and other RWA assets to promote transactions. This is a big logical line, which has been reflected in the transactions in the past 90 days. Data such as the ranking of the top 100 cmc gains.
The next step is to choose assets. The more stable meme is to buy the target of Binance and make waves to get big volatility dividends. The on-chain meme can only be participated by small funds. The second-level first recommends meme
$PNUT
The defi sector is relatively rich. Basically, it depends on which public chain you like. They all have their own DeFi ecosystem. JUP and RAY in the Sol ecosystem. Uni and AAVE in ETH. Cake in BSC.
For the RWA sector, we mainly focus on the stablecoin sector. Usual is the first choice. Compared with the market value of ENA and ONDO, it is really not too cheap. $USUAL
For public chains, it is F4, BTC, ETH, Sol, BNB and Doge. Doge is not particularly emphasized above because it is mainly classified as a meme, and the trend of Pnut also resonates with Doge.
The above is what I shared today. Please click three times! #山寨币走势展望
Highlight the key points! ! ! ! The alt season is here. Let me help you sort out the logical concepts of this round of alts!
First of all, the main line of this alt season is very clear. Four sectors are worth paying attention to, meme, defi, rwa, and public chain.
The native assets of the currency circle are the public chain basic disk headed by BTC. That is, f4 public chain BTC, ETH, BNB, and SOL. The track is to use the meme native chain assets as the engine, feed back the defi ecology and synthetic dollars and other RWA assets to promote transactions. This is a big logical line, which has been reflected in the transactions in the past 90 days. Data such as the ranking of the top 100 cmc gains.
The next step is to choose assets. The more stable meme is to buy the target of Binance and make waves to get big volatility dividends. The on-chain meme can only be participated by small funds. The second-level first recommends meme
$PNUT
The defi sector is relatively rich. Basically, it depends on which public chain you like. They all have their own DeFi ecosystem. JUP and RAY in the Sol ecosystem. Uni and AAVE in ETH. Cake in BSC.
For the RWA sector, we mainly focus on the stablecoin sector. Usual is the first choice. Compared with the market value of ENA and ONDO, it is really not too cheap. $USUAL For public chains, it is F4, BTC, ETH, Sol, BNB and Doge. Doge is not particularly emphasized above because it is mainly classified as a meme, and the trend of Pnut also resonates with Doge.
The above is what I shared today. Please click three times! #山寨币走势展望
A few outlooks on the future market, let's discuss together, comments are welcome.
1. First, on the btc front, btc has already shown its strong presence on the world stage, aiming for $150,000, currently opening 3-5 times contracts without fear.
2. Regarding the sector, memes are taking a break, while defi is starting to take over; this rotation is beneficial for the development of the entire industry. As blockchain matures and regulations become more established, defi will have its own value and should indeed see a value return. Here, the established leaders ETH's uni, aave, and BSC's cake provide stable happiness. The first choice with great growth potential is compared to synthetic dollars and rwa sectors, simply a bargain, and the narrative is quite grand. $USUAL
3. Regarding other newly emerging innovations, further observation is needed. Now CZ is back leading the public chain ecosystem, and with ample market funds, many innovative projects will emerge, and there will definitely be opportunities for wealth creation from 0 to 1.
Finally, regarding position suggestions: 50% btc to capture alpha, 20% bnb, eth, sol, 20% defi projects, 5%-10% meme.
Charge ahead, brothers, this round will definitely bring wealth, my fate is in my hands, not dictated by heaven!
As the saying goes, water flows to lower places, and high places are not immune to the cold. The BNB ecosystem only needs a little effort to tap into the benefits. This price is very attractive, continue to invest in the BSC ecosystem; the recovery is still a long way off. $BNB $CAKE Brothers, let's keep pushing!