Written before the dawn of the altcoins

The precursor of the altcoin season (refer to TechFlow) Capital flow rules

Since the beginning of the bull market, funds will first be concentrated in BTC. When BTC breaks through the previous historical high, it will gradually flow to large-cap coins (such as the US payment representative XRP, platform coin BNB and the relatively weak public chain token SOL), and finally funds will gradually flow into small and medium-cap altcoins to help push to new highs. Therefore, the altcoin season is still ahead.

Bitcoin Dominance

It is well known that the BTC halving and bull-bear cycles in the currency circle are both four years, and the rules of the altcoin season and BTC market value are no exception.

The overall market value of BTC shows a downward trend. From the end of this year to January next year, it is exactly four years after the previous high of BTC market value; in fact, it has begun to fall at the end of November, and a structural change has occurred. 12.5BTC broke through 100,000 and rebounded, and soon fell back.

Note that the low point is around 40%.

BTC continues to fall, and altcoins stop falling and warm up; ETH/BTC trend

ETH has been relatively weak in each bull market cycle, and gradually rebounded after BTC stabilized its previous high and continued to break through.

As the king of altcoins ETH recovers, ETH/BTC turns to an upward trend, and more funds will flow into altcoins.

About ETH:

The above-mentioned ETH/BTC periodicity is likely to turn into an upward trend, and this rise will be brought about by the rise of ETH; in this round of bull market, ETH has not effectively broken through the previous high, and the probability of breaking through later is relatively high; Trump family encryption project WFLI is heavily invested in ETH, and other targets are Aave and Link; Trump's election is good for WFL; ETH etf passed in 24 years, so ETH has a greater probability of breaking the previous high at least;

About some altcoins in the United States: XRP, SOL, SUI, LINK, LTC, UNI Grayscale holdings (12.24): ETH, ETC, LTC, BCH, SOL, XLM, ZEN, LINK, ZEC, MANA, LPT, (ENA, DOGE)

3. ETH series: AAVE, PEPE, SHIB, UNI, MATIC, etc.

Positions and strategies

In the bull market, there are many pins, and the spot market is mainly based on the altcoin trend (80%), and the contract is used for band training (20%);

Next focus: ETH, SUI, LINK, XRP, BNB, SOL, PNUT, AAVE, WLD, USUAL, GALA, STATS; $LPT $MOVE $SOL #比特币战略储备 #比特币市场波动观察 #BinanceLabs投资Usual