Shanzhai Season
CZ suggests that the Shanzhai season may be approaching.
In November, multiple cryptocurrencies doubled or even multiplied several times, with an average increase of over 50%. Currently, sector rotation is significant, with rapid growth in Sol systems, old public chains, AI, RWA, Ethereum systems, GameFi, and Musk sectors.
However, in December, there will be the Federal Reserve's interest rate meeting and the release of various economic data, with expectations that a strong U.S. economy is not conducive to interest rate cuts.
But the pullback will be a good opportunity for low-level positioning, with attention to Sol system Ray;
Old public chains XRP, Dot, AVAE, etc.;
RWA Ondo, TRU;
AI LPT, AR, FET;
Ethereum system SSV, ENS, LDO, Pendle, etc.;
GameFi GALA, YGG, IMX;
Musk sector Doge, Pnut;
Meme Pepe, Bonk, Wif, Floki, etc.
It is expected that the market will improve in late December and January.
