Liquidity is entering the market, driven by a debt refinancing cycle influenced by overall economic forces, which will affect the prices of all assets. The performance of cryptocurrencies is particularly prominent: the market will enter a 'banana range', within which cryptocurrencies typically rise vertically.
As an investor, the simplest method is to allocate most assets to mainstream cryptocurrencies, maintain a core investment portfolio, then be patient and eliminate external noise.
For Memecoins, it is still an early stage, so only allocate a small portion of space to 'bet' and do not go all in.
SOL, Sui, and Doge are the potential coins of this cycle.
Solana has a strong community, excellent user experience, outstanding technology, the ability to issue low-cost NFTs on-chain, and fast transaction speeds. The popular Memecoins are also one of the breakthroughs Solana has achieved in on-chain usage. The ecosystem is accelerating growth, much like ETH in the previous cycle, making SOL a low-risk area and a good place to invest larger sums of money.
Sui is technically innovative and has shown superior performance in the market compared to other major cryptocurrencies like Solana and Ethereum.
Doge has a strong cultural symbol and recognition, with widespread community support. Elon Musk's support for Doge is also a factor that cannot be ignored, as he can influence Doge's development through his social media influence and actual actions.
Doge is the Solana of Memecoins.
How to discover the next potential coins?
Scarcity does not lie in the tokens, but in attention. The real game is to capture attention.
Therefore, the key to discovering potential assets lies in identifying projects that can attract market attention and liquidity. This often involves analyzing macroeconomic trends, such as changes in monetary policy and global events, which can affect asset visibility. This theoretical screening of tokens is equally applicable to Memecoins. For Memecoins, the most crucial aspect is to understand their cultural significance and community acceptance. It is important to invest in Memecoins that resonate with a broad audience and have strong community support.
Focus on community situations, including social media, watch price dynamics and market sentiment, and look for assets that can attract investor attention during stable or rising prices; these assets have the potential to become the next big hit.
The time left for everyone to make money is limited. The market cycle is very tight, and there may only be 6-8 months left to make profits. This means that before the market peaks, everyone needs to correctly adjust their capital risk ratios: assuming the market reaches its peak, your major asset proportion should earn the same amount as the market growth.
Find a balanced investment portfolio, where a high-risk asset is paired with a low-risk asset. For example, Solana is a relatively safe, higher-ranking asset, while Sui is a newly chosen, higher-risk asset. If the market develops rapidly, SOL will grow into one of the top three tokens, while Sui will enter the top ten.
Similarly, in the Memecoin space, Doge is a relatively safe asset, while other Memecoins carry higher risks.
Observe different cycles and seek tokens that remain vibrant, rather than FOMO.
Establish connections with the community, keeping in mind the importance of value and community in investments, rather than short-term profits.
Tokens are not a game of scarcity, but of attention.
Concentrate on a relatively safe asset for long-term holding to achieve asset appreciation with the market cycle; use a small amount of assets to bet on higher-risk tokens, selecting 'new products' based on macroeconomic conditions, community situations, technological innovations, ecosystem developments, and token growth.
Make money by predicting and taking advantage of market downturns; buy during market declines and sell before the market recovers to realize profits. Although the market will have periodic fluctuations, in the long run, the market tends to grow upwards, so one should look for buying opportunities during market declines rather than panic selling.