#价值投资 #趋势投资 #周期投资
Investment is not necessarily limited to (fundamental) value investment. Different personal risk preferences and capital size have different investment/speculation styles and trading styles. I think it’s good to find the one that suits you and can be controlled🤔

For example, the MEME craze is obviously driven by emotions and reflects the value of the community. The steeper the cliff, the more skills and luck are needed. Those who can climb to the top will have unlimited scenery, but the risks and pitfalls are also greater.

Inscriptions, a mixture of technical value, emotional value, and community value, the new narrative brings new excitement and expectations. The pioneers who saw the development trend early and ambushed in advance must have gained a lot.

The VeChain #VET #VTHO dual-token economic model public chain platform and project is a model of industry-driven, industry-driven, technology-driven, and social value-driven. The vision is more about sustainable development... Industry applications and commercial implementation will also continue to accumulate energy, from quantitative change to qualitative change, and feed back to the VeChain ecosystem, and the future is promising🦄

Following the trend and cycle of major technological changes, the roc will rise with the wind and soar to 90,000 miles🦅

​$VET $VTHO

#价值投资 #趋势投资 #周期投资

Investment is not necessarily limited to (fundamental) value investment. Different personal risk preferences and capital sizes have different investment/speculation styles and trading styles. I think it’s good to find the one that suits you and can be controlled🤔

For example, the MEME craze is obviously driven by emotions and reflects the value of the community. The steeper the cliff, the more skills and luck are needed. Those who can climb to the top will have unlimited scenery, but the risks and pitfalls are also greater.

Inscriptions, a mixture of technical value, emotional value, and community value, the new narrative brings new excitement and expectations. The pioneers who saw the development trend early and ambushed in advance must have gained a lot.

The VeChain #VET #VTHO dual-token economic model public chain platform and project is a model of industry-driven, industry-driven, technology-driven, and social value-driven. The vision is more about sustainable development... Industry applications and commercial implementation will also continue to accumulate energy, from quantitative change to qualitative change, and feed back to the VeChain ecosystem, and the future is promising🦄

Following the trend and cycle of major technological changes, the roc will rise with the wind and soar to 90,000 miles🦅

​
​$VET $VTHO

The latest article by Arthur Hayes, the founder of BitMEX, is titled "Water, Water, Every Where", which can be translated as "Liquidity, liquidity, needed everywhere". The article emphasizes the importance of liquidity and analyzes the impact of various policy tools of the Federal Reserve and the U.S. Treasury on market liquidity.

This round clearly feels that liquidity determines everything. Previously, BTC could rely on the benefits of ETFs and capital inflows to break through the previous round of highs, but to maintain the upward trend, it must rely on market liquidity support. The Federal Reserve and the U.S. Treasury are the two giants that affect the liquidity of the U.S. economy. The Federal Reserve relies on adjusting policy interest rates, expanding/shrinking balance sheets, and overnight reverse repurchases; the Treasury relies on issuing long/short-term treasury bonds. The cryptocurrency market is at the end of liquidity in the U.S. financial market, so the depletion or reduction of market liquidity will be reflected in the cryptocurrency market first.

If you understand this, you will understand why BTC has not been able to break through new highs since March because of the lack of market liquidity, and the only funds have flowed to U.S. stocks and U.S. long-term treasury bonds. At the same time, you will understand the importance of interest rate cuts to the second half of the bull market in the cryptocurrency market, and now the interest rate cut cycle is about to start. , it is expected that the Fed will maintain the interest rate to the neutral rate through multiple interest rate cuts. Only multiple interest rate cuts can release water to the cryptocurrency circle, not one or two interest rate cuts.

At the same time, it should be noted that the Fed will not lower the interest rate to the same low as in 2020 in this round of interest rate cuts. In 2020, it is actually QE, which is a stronger stimulus than gradual interest rate cuts. Therefore, there will not be as much capital flowing into the cryptocurrency circle as in the last bull market. In addition, there are too many currencies now, and there will not be a market where all the currencies rise in the second half of the bull market, so it is very important to select currencies. Strong currencies will absorb a lot of market liquidity and explode, while weak currencies may be able to recover their capital with the current decline. This round of bull market must be strong and strong, and you must hold strong currencies to make money.

The above analysis is based on the judgment of liquidity on the general trend of the second half of the bull market. Any investment to make money from the trend is simple and has the highest winning rate. This is the way and the fundamental. The investment risk in the cryptocurrency circle is high, and it is more important to follow the general trend. What we need to do now is to select the strong currencies in the market, increase positions when the market is low, and get the profit in the second half of the bull market next year.#BTC走势预测 #美联储降息周期 #趋势投资 $BTC