In the current trend, how to configure blockchain assets?

Yesterday, the entire market continued to fall, and the decline further increased.

The mood of the entire market has become pessimistic, and many investors have begun to complain, "Isn't it a bull market?"

I would like to emphasize to you again:It is worth noting that,

It is worth noting that,As of writing, Ethereum has fallen to $402. If it continues to fall and falls below $400, it will be within the fixed investment price we set, and we can restart the fixed investment. So I personally welcome such a sharp drop.

Chatting with a friend yesterday, I learned that his current asset allocation - most of the positions are in privacy and anonymous coins. I feel that this allocation may not be able to grasp the future focus and trend, and it is necessary to adjust. From this, I estimate that there may be some room for adjustment in the allocation of many friends, so I think it is necessary to share my asset allocation suggestions with you.

In my article and small-scale sharing last year, I have listed the just-needed areas of these digital currency fields: pure digital currency, smart contract digital currency, privacy and anonymous currency, and exchange platform currency. The suggestion I gave at the time was that these categories can be properly configured.

therefore,

therefore,Based on this new trend, we must adjust our thinking and re-plan our current investment strategy. My current investment strategy can be summed up in 12 words: "Seize the development trend and keep the bottom line of allocation" --- to be able to attack when advancing and defend when retreating.

1. What is "capture the development trend"?

The so-called grasping the development trend means that the future ecology and potential development fields of the blockchain must be laid out. I have shared this before, that is Ethereum and the fields related to the Ethereum ecology.

Needless to say Ethereum itself, what are the possible fields related to Ethereum? I think there may be: DeFi, oracles, NFTs, second-layer scaling, and decentralized autonomous organizations (DAOs), etc.

2. What is "keep the configuration bottom line"?

The so-called bottom line is unbreakable and the most resistant to risks. The so-called keeping the bottom line of allocation is to firmly grasp the strongest and most risk-resistant asset --- in my opinion, this asset is Bitcoin.

3. How to grasp the overall configuration

After clarifying the above two directions, we can lay out our own asset allocation.

Let's look at the "configuration bottom line" first. In this regard, I suggest using the simplest method - to configure Bitcoin, and its proportion must account for at least 30% of the entire digital currency assets.

Let's look at the "development trend". For this, I suggest that Ethereum and its ecology together account for at least 50% to 60% of the entire digital currency assets. Among them, Ethereum accounts for at least 30% to 40%, and the remaining 20% ​​is configured in various fields in the Ethereum ecosystem: such as DeFi, oracle machines, NFT, second-layer expansion, and decentralized autonomous organizations (DAO), etc.

The two parts of "bottom line" and "trend" together account for at least 80% to 90% of the entire digital currency assets, and the remaining 20% ​​to 10% can be configured with some miscellaneous items: such as privacy and anonymous currency, platform currency, etc.

To sum up, the ratio is as follows:

Bitcoin: 30%, Ethereum: 30%~40%, Ethereum ecology: 20%, other fields: 10%~20%.