The recent MEME market opportunities are indeed good, but I will continue to hold a large position in A shares, and play with small-cap MEME as if playing mahjong. The idea is roughly like this: Beta: - Cryptocurrency Beta Subjectively feel that the certainty and upside before the election are not high. Even if there is a wave, whether from the on-chain data or from the macro US stock cycle, it will be the last wave of this round. Dont worry about not being able to buy 60,000 bitcoins in the next bear market MEME: - The $BOME level in the first half of the year, which has both certainty and the ability to take positions, has not yet appeared on the chain. It requires time for liquidity to overflow, which is not available at present. - The current way of playing is still to focus on small-for-big opportunities on the chain. Such opportunities do not require particularly large positions. The maximum is 100,000 US dollars. If it is larger, it will be used for exit liquidity. - If your strategy is to take 1% of the chips for each MEME, you will lose money very quickly. - The current MEME market, especially the sustainability of the old coin archaeology market, requires the continuous cooperation of large exchanges, but the paradox is that Gotbit caused the deceleration, and secondly, it is impossible for everyone to perform the money-making effect like lowercase. Listing will definitely slow down. Shanzhai: - Even if it starts, there were only a few sectors at the beginning of the bull market last year, such as inscriptions 3-5x, and the general rise was after January. - Lowercase MEME, which is within the institute, is also classified as Shanzhai here. This kind of opportunity to take a large position has a good wealth-creating effect, but it is hard to come by. There are so many new CEX coins this year, that is, lowercase and NOT. Lowercase is lowercase, and the next one will not be lowercase. It is likely to be a coin welcome ceremony. A shares: - The first wave of 2600-3700 seems to be over, and subsequent policies will definitely come, and the largest buyers of monetary policy have not started buying yet. As for whether it is effective or not, that is another matter. So I personally think it will not fall back. It may fluctuate at 3000-3200 for a while and then go up. The bottom is likely to be in this range. As for how much it can rise, this is a theological category-If the situation changes drastically, I want to switch from ASHR / CNXT / 2823 / 3191, which is much easier than you, that is, SELL + BUY $IBIT.
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