The Trump Shockwave brings significant wealth transfer opportunities. If you don't catch the rhythm, you might lose a lot of money; conversely, there is a possibility of a quick turnaround.
1. In the near term, the volatility of SOL is still within expectations, and the 219 profit-taking contract doesn't have too many issues. However, the trading volume of SOL has reached 9.244 billion USD, indicating a very active market. In terms of market capitalization, the total market cap of SOL is 12.2655 billion USD, which has decreased by 4.8% compared to yesterday. Nevertheless, this week's change has reached 24%, and this month's change is also 19.37%, meaning that in the longer term, SOL still has certain growth potential. The circulating market cap is similar to the total market cap; although the total locked position has decreased by 2.2%, overall it remains relatively stable.
2. The holding situation of Grayscale is also worth our attention. The number of coins held is 451,900, with an average cost price of 64.94 USD. From the perspective of holding changes, the number has been rising within 1 day, 7 days, and 30 days, which may indicate that institutions or large holders are optimistic about the future trend of SOL.
3. Let's take a look at the on-chain wallet data. The number of new wallets in the past 24 hours is 19,439,077, and the number of active wallets is 10,823,118, which fully reflects SOL's wide participation in the market. From November 10 to 13, SOL's market cap, USDC proportion, 24-hour fees, and revenue have all shown certain fluctuations. Meanwhile, the 24-hour volume has increased from 1.894 billion USD to 5.175 billion USD, and the proportion of DEX and CEX is also constantly changing, reflecting the dynamic nature of market trading. Recently, various MEME coins have also performed well in terms of pool size, market cap, number of holders, 24-hour trading volume, and transaction amount. Overall, the ecosystem where SOL resides is still vibrant.
4. Recent strategy updates are as follows: Maintain a bi-weekly frequency for SOL dollar-cost averaging. Currently, there are no entry points that meet my expectations for the contract, so I will not consider operations. The last wave successfully bottomed at 156 and perfectly took profits at 219, gaining nearly 120,000 in profits. This wave may require patience to wait for a while before looking for entry opportunities. From the current data perspective, operations can be considered in the 180 - 190 range.