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ARB may not rise any more. Even if it rises to 2, many people will sell their stocks.
ARB may not rise any more. Even if it rises to 2, many people will sell their stocks.
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所有的vc中,我持仓最多的是ena,原因有几个: 一是他大量解锁还在明年3月后,在那之前可以玩 二是他是多重杠杆币,只要大盘涨,会涨得比其他vc币凶 三是作为加杠杆的eth,只要大盘涨,比拿着eth好(在明年4月前) 我0.66的本,跌下来挺纠结,不过还是打算拿,但可能会翻倍出本了,不想坐过山车 #ena #ENAUSDT
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震惊!伤心! 币圈无论是大资金小资金,在这两个月跑输美股,美股无论是大蓝筹还是gme这种大meme,巨大的交易量和涨幅。 这或许是一个历史性的转折点。
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社交媒体和超级节点的力量大到超出很多人的想象。 比如,完全摧毁币圈高估值的VC币——让每个卖得晚的人,包括VC本身在夏天都如坠冰窟。 很多人会觉得,只要一根大阳线就一切变化了,但忽略了未来每个月50-200亿的解锁,大阳线的旗帜下还能聚集几个饥民? 当然,我也兴奋于这背后的巨大机会!
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长期视角下看问题: BTC相对法币总体上涨 本轮VC币市值过大,总体趋势是下跌 meme币纯粹依赖共识,上涨和下跌都会很激烈 小资金要梭哈meme,大资金求稳 ETH的安全是护城河,有长期价值 BTC、ETH外的所有币都是资金与情绪,慎谈价值 网上信息很多,但能帮助我们赚1亿、10亿、100亿的认知极少。
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几个月前 $ordi 普遍看500,现在36; 几个月前价值币等起飞,现在谁买谁SB; 几个月前404是革命,现在被革命; 几个月前 $pepe 是内哄垃圾币,现在是散户共识币; 几个月前期待符文彻底引爆,现在全面凉凉; 几个月前普遍幻想10倍打底,现在希望把钱还我。 哪有什么不变的真理?
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