What are the "opportunities" in this round of cryptocurrency bull market?
The following are some answers to your recent comments. The analysis is only my personal understanding, not as direct investment advice! If you have any questions, you can leave a message, or send me a private message on WeChat. Because of limited energy, I will not reply one-on-one. After I organize it, I will analyze and answer it in the article next time.
The following are some answers to your recent comments. The analysis is only my personal understanding, not as direct investment advice! If you have any questions, you can leave a message, or send me a private message on WeChat. Because of limited energy, I will not reply one-on-one. After I organize it, I will analyze and answer it in the article next time.
1. I hope you will talk about why Grayscale holds ETC, Stellar Lumens, and Zcoin in the future. Is there anything worth buying in Grayscale? Are you not optimistic about EOS? Wavelength Ant and the others didn't like it either.
---Some of the currencies held by Grayscale are early-stage currencies. In my opinion, the big reason for this is that Grayscale entered the market relatively early. At that time, there were not many valuable coins in the market, so Grayscale held a lot of coins other than Bitcoin and Ethereum. But in my opinion, many of those coins are not of much value under the current situation. The positions of institutional investors can only be used as a reference.
I also bought a bunch of altcoins in the early years, including EOS, but then sold them all one after another, because I think that as the environment changes, those coins do not have much long-term value. The mainstream currencies I mainly use are Bitcoin and Ethereum, and the rest are all DeFi tokens.
2. The Youbeidi IPCO model feels good, and there are applications, incubators, and bank cards. Dr. Xu Gang is the director of the National Blockchain Office.
--- This is a fund project, so don't touch it.
3. Teacher, what can you buy in the stock market?
--- If you want to buy, I suggest that ordinary retail investors buy index funds, such as the Shanghai and Shenzhen 300 Index.
4. Hello, I want to buy some filcoin. I have observed it for a month, and the exchange price has been around 200 yuan. Can I start now? Or wait until there is a low point before starting? Thanks!
--- The price of $30 is still reasonable.
5. Projects such as YFI Aave KSM are too strong and will not fall back. If you want to plan for the possible bull market in 2021, which currencies are recommended?
--- Now it is very difficult to find coins with very low prices. If you are worried about risks, I suggest not to invest again for the time being; if you are willing to take risks, I still recommend investing in top DeFi projects.
6. I feel that at the current high level of btc and eth, the chance of building a position is not great. Compared with the copycats, there are still more opportunities, and many of them are still at the bear market level.
--- When buying an altcoin, you must pay attention to whether it is a worthless coin or an undervalued potential coin. If it is a worthless coin, no matter how low the price is, it is not recommended to buy it.
7. What do you think of the trend of eos this year? After all, everyone is discrediting it. It has always sacrificed itself for high performance, decentralization and security. But in the past ten years, the performance of btc and eth has not been strong. What problem has been the first choice for investment.. Doesn't this industry still need high performance in the next few years?
--- I am not optimistic about EOS personally, so I think it is not meaningful to pay attention to its short-term trend. This industry must require high performance, but I think it must be high performance while ensuring extreme decentralization. Going along this road is currently a sharding solution, which is the route taken by Ethereum 2.0.
8. Good morning, teacher! Now many communities are constantly selling BTC and ETH mining machines, and then helping to host them. They say that they will pay about 25% of the hosting fee after paying back the cost in about a year. I would like to ask the teacher, if it continues like this, everyone will flock to mining , What impact will it have on the amount of coins produced by mining? Will it become more and more difficult to dig in the future? Is it better to cast a mining machine or collect coins now? I feel that the price of Tuncoin is too high, and I am worried about those problems when I buy a mining machine. I am hesitating. Please help me analyze it. Thanks for your hard work.
--- I think the 1-year payback estimate is too optimistic. It is not the best time to participate in mining now. At the same time, whether the mining organization you choose is guaranteed is also a risk factor. The cost of direct hoarding may be higher, but it is more realistic.
9. Do you have any recommendations for medium-term and short-term positions? At present, I take Ethereum as my long-term position. What do you think is the most reasonable?
--- Bitcoin and Ethereum are no problem for the long-term, and others can choose some top projects in the DeFi field.
10. Counterfeit coins, I think if you buy now, you just buy old ones and not new ones. After bulls and bears, I am still more optimistic about the small ant system of Ontology.
--- I am not optimistic about these three coins, nor have I bought them.
11. Hello teacher, I didn’t get on the bus for BTC ETH, what should I do now, thank you
--- In the long run, BTC and ETH still have a good space, and there is also the risk of short-term and medium-term decline.
12. Brother Dao, do you still have the advantages of Uniswap?
--- Looking at the current data of Uniswap, I think there are advantages.
13. Hello, analyze dot, Polkadot, thank you
--- For this currency, I have written articles and analyzed it many times. I respect the Polkadot project very much, and I even think some of its technologies are better than Ethereum. But its problem is that it was born too late, and it has little hope of catching up with or even surpassing Ethereum.
14. You said that it is appropriate to invest in Ethereum three to five years from now?
--- If you can really hold on, you can of course make a fixed investment, but many people can't do it.
15. Teacher, do you think ZEC can be held?
--- I don't think it's very meaningful, I didn't buy this coin.
16. How about the Nsure insurance project?
--- This is also a potential variety that I am optimistic about. I am more optimistic about Cover and Nsure.
17. Kcash has performed well recently, can you invest in it?
--- Not recommended to buy.
18. Can I still buy kp3r? What's the prospect? Have time to talk about the AC project. Thanks!
--- I have seen this project, but did not buy it at the time. I am holding a wait-and-see attitude towards this project. It is not easy to confirm or deny it at present. AC has a strong ability to innovate, and all his projects are worth paying attention to, but you don’t have to buy them all, and you still have to make your own judgment. If you are very optimistic about him, just buy YFI directly.
19. Recently, BTC has risen quite well, and today it has reached 19,500 again. Will there be selling pressure next? How long do you think the slow time will last? Institutions must be very slow in building positions. Will there be in-depth adjustments in the days to come? There is one more question I would like to ask, what do you think of ZEC? I have been building positions below 75, planning to ambush ZEC with two-thirds of the ETH principal. Can you analyze it for me if you have time? Thanks
--- I estimate that this round of market will last until the end of next year or the beginning of the next year. During this period, there will definitely be multiple corrections, even deep corrections. I think ZEC is average. If it were me, I would not exchange ETH for ZEC.
20. Hello! I listen to every episode of your program. May I ask if you have 10 million RMB when you withdraw cash, how can it be difficult to block the card? Is the withdrawal less than 50,000 a lump sum or a one-time withdrawal? How can the probability of being blocked be low? Thanks for the old way
--- If you want to withdraw cash, it is recommended to withdraw cash in installments. In the bull market stage, it can also be exchanged for stable currency to avoid the risk of volatility, and then exchanged for legal currency one after another.
21. Do you know about the API3 project? Is it worth voting for?
--- I quite like this project, I personally own some.
22. Teacher, I am new to the currency circle. A friend introduced me to invest a few hundred in only. Do you think this currency is worth investing in?
--- Participation is not recommended, quit as soon as possible.
23. Recently, the price of sushi has been rising rapidly, while UNI has not moved much. I wonder if you have experienced the application of both?
--- I am more optimistic about UNI in the long run.
24. Brother Dao, you mentioned UNI for less than $5 and CRV for less than $2. In fact, I have never understood why CRV has always been so weak?
