Yesterday, Bitcoin hit a high of around 68,400, and then fell back to the support near 67,000. Ethereum hit a high of 2,647 yesterday, and then fell back to the support near 2,590. The fluctuations in the market are currently mainly concentrated around the opening of the U.S. stock market in the evening, and there is basically no significant fluctuation during the day.

However, the current ratio of long and short positions of BTC is at a low level, indicating that Bitcoin may need to correct in the short term!

Judging from the liquidation data, the long and short positions are evenly matched, and both upper and lower liquidations are possible. It is just that the upward pull may have to wait until tomorrow, so the prediction of shocks will continue today! The support below is around 66,000. As long as the price continues to stay above 64,500, the bullish pattern is complete, and you can buy at low prices!

The altcoin has not risen because Bitcoin has not yet given the market strong confidence, so now it is still dominated by on-chain memes. However, the meme market will not last for a long time, and cycles and funds must rotate. It is recommended that everyone pay more attention to the altcoin trend of CEX.

Next, unless the profit effect of the US stock market is upgraded again, more liquidity overflows, or there is external stimulation, BTC can usher in another breakthrough.

Tonight's initial jobless claims and September retail data may both be opportunities. In the coming days, we need to pay attention to whether the Asian and European sessions will gain momentum again, otherwise the bullish sentiment will face a bottleneck. If the index successfully tests 70,000 on Friday this week, the bullish narrative may need to reorganize the "offensive" next week!

Only by seeing the current market situation clearly can we look forward to future trends and make strategic plans!

The phased rotation of the bull market is that Bitcoin rises first, then other mainstream currencies rise, and then the altcoins take off. This wave of Bitcoin's one-day increase of 7-10% is quite rare, because for Bitcoin to increase so much in one day, it requires a considerable amount of funds. Therefore, this is indeed a sign of the early stage of the bull market. Therefore, the second half of the bull market will repeat the process of the first half of the bull market.

The process is that Bitcoin leads the rise, followed by mainstream currencies, and then altcoins all rise.

We are now in the first stage of the second half of the bull market, with Bitcoin leading the rally. As the leader of mainstream currencies, the public chain will catch up.

If you still have BTC now, you can continue to wait for new highs and just hold on firmly. It is very healthy for Bitcoin to absorb blood and rise alone. The rebound in the share of Bitcoin's market capitalization is a very important sign of market confidence. Bitcoin is generally incremental funds, and Bitcoin requires a large amount of funds to pull up the market. For other currencies, except Ethereum, most of the existing funds are in the game.

When the big bitcoin price stabilizes, other mainstream altcoins will chase after the rise. This is the sector rotation. Through this sector rotation, excess returns on the currency basis can be obtained.

So we say that big funds must hold Bitcoin as their main position, and this is how it must be done, because the time for altcoins to soar is relatively short and the risk is relatively high, so it is more important to hold large positions firmly.

So what strategies to use next?

Which currency is the first to rise in the bull market? Which currency is the first to rise the most?

It’s not a copycat, but BTC. From 23 years to now, BTC has maintained a two-fold increase, while most copycats have already fallen back to the starting point.

Therefore, you should allocate at least 40% of your funds in BTC, ETH or BNB.

Ensure that you are the first to make money when the market is good and lose less money when the market is bad

As for the remaining 60% of the positions, how to arrange them?

Preferred MEME coin track: such as wif, PEPE,

NEIRO, a leading meme coin of this type, started buying spot coins when it dropped 30%-50%, and basically everyone made a lot of money and exited.

The second is the SOL ecosystem: for example, sol is also worth investing in when the market falls, followed by the two major ecological leaders jup and jto, and the meme ecosystem is bome and wif.

Pay attention to the AI ​​sector: AI will definitely be the darling of capital in the future and a hot spot pursued by global funds. The cryptocurrency circle will be no exception. You must pay attention to where the popularity is, such as FET, LPT, and ArkM.

The last echelon: Ondo in the RWA sector needs special attention.

Bitcoin ecology: ordi sats, rune ecology: dog both need to be tracked.

The above is the idea of ​​spot layout. I never play copycat contracts, so I will not discuss contracts.

If you follow this strategy to plan, the current market will easily follow the main upward trend. Remember not to touch the contract!

Finally, let’s talk about the counterfeit Lafite?

Remember that when the copycat currency goes crazy, it is almost the peak of the stage. It usually becomes particularly crazy in a month or a week or two, and there are unknown coins that go up by 50% every day. You should be alert at that time.

Now there is no pull but there are opportunities everywhere, which shows that the market still has the effect of making money and there are layouts. Now is also a good opportunity to make money, cherish this round of the craziest bull market!

(I plan to ambush some low-market-cap coins with good news in the near future to help everyone recover. The current market situation is not stable. I will take 30% in the short term. The next password will be announced soon!!)