The prelude to the US presidential election has finally officially begun. Five years ago, it was hard for me to imagine that the presidential election of the world's largest country would be so closely related to ordinary people like me. Trump's poll trends are positively correlated with the fluctuations of my assets. The leveraged market continues to inject sufficient funds into this feast. It is indeed a grand event that happens once every four years!
After yesterday's content disclosed my personal chip situation to everyone, more and more friends came to communicate with me privately. At present, the biggest problem for most people is how to get out of the bull market after being trapped, and the feeling of missing out on future market trends is particularly strong!
In my view, all excessive thoughts about the future market are unnecessary, regardless of bull or bear; those who can make money will always make money, and those who cannot make money will lose money anywhere. In this immature web3 market, the money that everyone earns through luck was only from the early to mid-stages of the previous bull market. Only by truly adhering to trading rules and maintaining essential trading order can we possibly achieve long-term results.
So, if the current market situation is not of much help to everyone’s holdings, then let's wait for the moment when the market takes off. After the election, regardless of how much adjustment we may undergo, I tend to believe this will be the last wave. The path to increasing wealth is certainly tortuous; all experiences before a raging bull market are lessons we can learn to achieve better results in the future.
Let's talk about changing positions. Those who carefully looked at my positions yesterday should have noticed that each of my position changes comes with its own logic. From a broader perspective, mainstream coins must exchange for mainstream coins, selling off those that have risen first in favor of those that are lagging, trading time for space. Altcoins typically exchange within altcoins, but the logic for altcoins is different; generally, after one wave of market movement on the same concept, a position change will choose a different concept. Ultimately, mainstream coins have their inherent stability, while altcoins exhibit stronger rotation attributes.
The A-shares are all in the red today, essentially ignoring the market fluctuations caused by the American elections, showing their own momentum and confidence, with better expectations projected in the mid to long term. Yesterday, Bitcoin spot ETFs saw a massive short-term outflow of 541 million USD, the largest single-day outflow in the past six months, indicating a short-term increase in off-market risk aversion.
Regarding the election, the most favorable outcome for the crypto market would be Trump returning to the White House; such a market may see the shortest adjustment period before starting a new round of upward movement. If Harris is elected, the market may not be as terrifying as imagined; the short-term adjustment and depth will merely extend for a while.
However, for Harris's team, which serves the American elite, maintaining a long-term low interest rate is their established goal. After the short-term adjustment, accelerating the liquidity will inevitably also help the crypto market soar.
We cannot control the results of political elections, but we can decide the fate of our own positions. With only a small amount of liquid funds left, I have increased my positions in ODNO, DOGE, ORDI, and SSV today; behind this risk-taking is a sincere longing for the future mid to long-term rise of the crypto market. If my early buy today turns out to be wrong, then I will wait for everyone at the high point!
BTC: Bitcoin indicators all touched low points before starting to warm up slightly, with the intraday low reaching around 66835 points, nearing the trend bottom of 66000 points. From a trend perspective, the support at 66000 points still exists in the short term; the biggest variable in the market is still the election candidates to be initially announced tomorrow. Currently, there are no other adverse macro factors. It is prudent to wait and see; after the results are out, my risk-taking depends on the previous asset planning being done well, leaning towards waiting for the altcoins to collectively find an opportunity for reversal.
ETH: The Ethereum exchange rate has reached a new low in nearly three years and has seriously overshot.
Altcoins: See you in the comments section!
The fear and greed index is at 70 today.
Finally, stay away from leverage and stock up on spot assets!#美国大选后叙事观察 #BTC市占率新高
