Besides BTC and SOL, which altcoins are heavily invested in? What kind of coins are mid-cap? What coins are low-cap? What coins are ant-sized? Let's discuss my views, which may not be correct and are for reference only.
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1. Heavily invested coins: It is best if they are listed on Binance, with secondary market adjustments exceeding six months after being listed, and coins that have been accumulating at the bottom for three months, preferably fully circulating (there are many coins that meet the criteria; I will only mention a few representatives: MEW, MYRO, BOME, TAO, ORDI, SATS, RATS, METIS, ARKM, APE).
2. Mid-cap coins: It is best if they are listed on more than three major exchanges, with secondary market adjustments for about six months, a sustained bottom building for three months, and accumulation by whales (PEPECOIN, NEIRO, 1000cat, PIZZA, DOG, DYM, STRK, SAGA, SKL, MANTA, MERL, ELON, PIXEL, YGG, PORTAL, BIGTIME, WLD, TIA, TRU, MASK, ETHFI, ENS). This does not mean that the second category of coins cannot go heavy on. Specific coins need to be researched in-depth. I am simply sharing my perspective; some second-category coins are not fully circulating, and some have not been listed on major exchanges.
3. Low-cap coins: These coins have been listed on a few small exchanges, have low market capitalization, and relatively poor liquidity, with no mainstream market attention. The secondary market has been adjusting for over six months, and some show signs of accumulation by whales, which carries higher risks and profits may not necessarily be large. Specific coins need in-depth research (ETHS, ATOMARC, QUARK, MSN, BILLY, APU, SILLY, TROLL, SEAL, PANDORA).
3. Ant-sized coins: Mainly on-chain coins, with recent good narratives, high heat and traffic, and having undergone about a month of adjustment (TERMINUS, DOGGO, MOODENG, KHEOWZOO, PNUT, BAN, ACT, GOAT).
Of course, some people have good vision and dare to go heavy on-chain, resulting in hundreds of times returns later. Others blindly follow trends, participating with large amounts on-chain, and when the bull market comes, they lose all their principal.
Do not underestimate the tenfold returns from the secondary market. Slow investment can be quick.
As for how Bitcoin will perform going forward, what should small investors do has become the focus of attention for everyone. Today, I will attempt to analyze this.
First, friends are still quite concerned about whether the altcoin season is still present. Personally, I lean towards the view that it is likely still there, but it requires time. Once the big coin rises sufficiently, coupled with the economic fundamentals, it may trigger a surge. We must also consider the prevailing fundamentals to determine how high the peak can go, and I will update and track this in subsequent articles. Currently, among the varieties in the circle, unless otherwise stated, we will continue to hold.
So since altcoins will only start moving when Bitcoin rises sufficiently, when will Bitcoin rise enough, or how much is considered sufficient?
I feel it can at least rise until the understanding king officially takes office, which is why after the election results were announced yesterday, it only rose to over 76,000, as it still needs some time to rise. Bitcoin is no longer at the low market capitalization stage; it can't just double easily. We need to leave some upside potential for the subsequent upward cycle. As for the peak, I’m currently looking at around 120,000. Regardless of whether it reaches that or not, I will notify the circle immediately when I decide to exit.
Which sectors should we focus on next?
I believe the main opportunities to make money in the three months after the election will be concentrated in Bitcoin, DeFi, RWA, meme coins on Solana, and projects related to Musk and Trump.
As the leader and barometer of the market, Bitcoin is expected to become a strategic reserve asset for the U.S. as Trump takes office.
Currently, the Republican Party has taken control of both the House of Representatives and the Senate, making Trump one of the most powerful presidents in American history.
1. The DeFi sector may be the first beneficiary after policy loosening.
Recently, the DeFi sector has surged significantly, with coins like Uni, Aave, and Ldo rising over 30%. Therefore, DeFi can also be regarded as the biggest beneficiary of Trump’s policies.
2. Meme coins will be one of the mainstream narratives in this bull market.
With the launch of many diverse MEME coins, the challenge of finding the golden dog among them is significant; one can only take it step by step. If on-chain PVP seems too difficult, it might be better to find some alpha within major exchanges, as at least the losses will be lighter, given that the liquidity of exchanges is ongoing.
Due to Musk's influence, DOGE may once again trigger a meme craze, and meme coins on Solana may become a new hub for large amounts of capital.
We can focus on the projects within the Sol ecosystem.
3. The Bitcoin ecosystem is regaining momentum as Bitcoin reaches new highs.
ENA has already welcomed an increase, so is $BB undervalued?
Ethena has "ETH" in its name, and its initial asset structure is closely related to Ethereum; Bouncebit, however, contains "BIT", with Bitcoin being the main asset staked by users. From this perspective, Bouncebit seems luckier as it closely ties itself to Bitcoin, rather than facing doubts about Ethereum.
Despite the increasing discussions around BTCFI this year, a closer look at the new coins launched seems to suggest that, for now, only BB is related to the Bitcoin ecosystem. This makes one wonder if BB might be undervalued by the market.
As Trump is re-elected, more institutional investors and large holders will enter the market to hoard Bitcoin. Bouncebit, as the first coin in Binance's Megadrop and a CeDeFi project, is expected to attract more asset inflows in the future, thereby boosting the protocol's revenue and BB tokens.
First, establish a bottom position and add BB to the observation list.
4. Activate the traditional asset market and enhance asset liquidity.
If the Trump administration promotes economic stimulus policies and market-oriented reforms, RWA projects can take full advantage of this policy backdrop to bring a large amount of traditional financial assets onto the blockchain.
If Trump’s policies increase the fiscal deficit, the government may rely more on market financing to stimulate the economy, which will drive up the demand for more treasury bonds. RWA can meet this demand on-chain, bringing more sovereign assets (like U.S. treasury bonds) onto blockchain trading platforms.
ONDO POLYX CFG
