Analysis of Recent Trends in the Bitcoin Ecosystem:
My main position remains unchanged, and the assets I am currently focusing on are:
Runes: $DOG, $PUPS, $MORI
BRC20: $ORDI, $RATS
ARC20: $ATOM
Among them, I still have high hopes for the potential of $MORI and $ATOM, believing they have the greatest odds.
From the current market situation, it feels like this wave of increase is more driven by the re-entry of old players and grassroots promotion activities, overall lacking the injection of fresh blood.
Reasons for favoring $MORI:
It possesses the 0th inscription and parasite attributes, while the infrastructure construction for runes is nearing perfection, including the realization of functionalities such as swap, stablecoins, and lending, providing a solid foundation for its future growth.
Reasons for favoring $ATOM:
It combines AVM technology and the concept of "color never goes to zero", along with a unique mining and minting mechanism, all of which give $ATOM strong upward potential in the future.
One more point: Although big players (large funds) perform strongly in the market, their capital liquidity is relatively poor, and they usually only act under the leadership of specific teams. They are more inclined to follow team instructions rather than independently allocate assets. Therefore, the funds from big players will not trigger widespread market overflow and are unlikely to induce major trends.
My strategy remains cautious, and I will not significantly increase my positions in new assets; at most, I will moderately increase positions in existing assets, waiting for larger market fluctuations to arrive.
5 years of experience in the crypto world, feel free to ask any questions. Looking for friends who want to progress together, check out my profile.
