Experience and understanding of cryptocurrency trading leads to the following conclusions for your reference:
1. It is recommended to allocate 60% of the portfolio for long-term investment in major bull and bear cycles. In the first year after the halving, it is suitable to focus on accumulating Bitcoin (BTC), and later, gradually shift towards Ethereum (ETH). Currently, consider configuring ETH and Solana (SOL) with leverage below 3 times; other investment logic may not withstand market scrutiny over time. As it stands, ETH and SOL are the most reliable assets.
2. The cost-performance ratio of various long-term positions in old coins, VC coins, and sector coins is currently low; it is advisable to shift these positions towards leading coins in major sectors, selecting market-leading assets.
3. If choosing long-term positions with low leverage, ETH and SOL are the best options. The win rate of other targets is relatively low, and they may ultimately underperform the market, with limited chances of success.
4. For short-term speculation, relying on small funds for large returns, old coins, VC coins, leading coins, and sector coins do not have high cost-performance ratios. In contrast, the explosive potential and overall odds of strong meme coins (such as on-chain Bifang Knife, popular leading meme coins, etc.) far exceed those of previous old altcoins.
Although many people do not like heavily investing in SOL and ETH, the investors who have made the most money in the cryptocurrency space usually configure their main positions with BTC + ETH + SOL. This combination aligns with investment common sense, as well as the current market situation and past patterns.
