Why did we say "speculate on new but not old" before?
1⃣ There is no locked-in position above the new coin (low selling pressure)
2⃣ The market value of the new coin is low (high ceiling)
3⃣ The attention of the new coin is high (easy to FOMO)
Why is it no longer true to say "speculate on new but not old" now?
1⃣ Many new coins have high market value when they are launched (limited ceiling)
2⃣ Many new coins have low circulation (large selling pressure after unlocking)
3⃣ High attention
Is "speculate on new but not old" really invalid?
"Speculate on new but not old" is still valid
1⃣ The inscriptions in the second half of 23 are speculating on new but not old
2⃣ Many MEMEs on the SOL chain at the end of 23 are speculating on new but not old
3⃣ The runes at the beginning of 24 are speculating on new but not old
How to "speculate on new but not old" next?
Let's go back to the original intention of "speculating on new but not old" and look for targets that meet the positioning of "speculating on new but not old".
Which types of targets meet the "speculating on new but not old"?
1⃣ Leading coins of new concepts and new sectors
2⃣ Low market value (low market value here means that the market value is underestimated)
3⃣ Hot and hype potential
Which sectors and leading coins currently meet the requirements require us to conduct serious research and analysis.
There are voices in the market now that want to play with the "old coins" that are fully circulated. This view is also wrong. Don't be either this or that, otherwise you will suffer heavy losses.
To play with old coins, you need to look at its fundamentals
1⃣ Is the upper locked-in plate large?
2⃣ Is the current market value already large?
3⃣ Are there any innovations or hot spots worth speculating?
Typical representatives of the hot speculation of old coins at the beginning of the year include FET and CKB
FET: Riding on the AI hotspot, and the new topic of the merger of three coins
CKB: BTC L2 hot derived from the inscription hotspot