Regarding the overall market, I think it is unlikely that Bitcoin (BTC) will break through the $68,000 mark before the election. However, some high-quality altcoins have begun to rise generally, indicating that the big bull market may start in one or two months.

$NEIRO is obviously the $PEPE of this round, and the distribution of chips is very fair. PEPE rose more than ten times from May last year to February this year, while $Neiro changed hands fairly from 20 million to 600 million after Binance's announcement.

Last year, the market was very good, but $ORDI had a market value of only more than a billion. Now any meme coin has a market value of several hundred million or even more than a billion. I think meme coins are currently the most consensus-based ecosystem in the East and the West (Binance, Upbit, Coinbase). Upbit and Coinbase have both listed meme coins, but $ORDI has been popular for so long, but these two exchanges have not made any moves, and even Upbit has chosen $CKB for the BTC ecosystem.

There is also a hidden big benefit for meme coins: that is, neither Coinbase nor Upbit has listed $PEPE yet. They have listed $BONK, $MEW, etc., but not $PEPE. I reasonably guess that this is a hidden trick. When the bull market peaks, a new announcement may directly pull up the market by more than 50%, making Americans and Koreans completely FOMO.

The bottom chips of this round of high-quality meme coins are actually very precious. After $PEPE rises, even if it falls back deeply, its resilience is very strong. In contrast, various VC coins have slowly fallen by 80-90%. Even if they pull a 20-30% positive line, it is only equivalent to 12%-26% of the original. The leaders of this round of altcoins are high-quality meme coins, and the current leaders are $PEPE and $NEIRO (unless $POPCAT is listed on Binance for spot diversion). Otherwise, investors will not easily hand over their chips.

Slowly DCA (Dollar-Cost Averaging, average cost investment) some high-quality meme coin chips, which is equivalent to hoarding high-quality altcoins in the last round of bull market. After two years of baptism in 2023-2024, the market has chosen meme coins as the leader of this round of altcoins in the bull market. Whether it is from the transaction volume, the increase, or the degree of resistance to decline when the market is bad, or the increase when the exchange is newly listed, meme coins are the top of this round.

As for A-shares, I personally will definitely not increase my position, but many assets in the currency circle are indeed undervalued at present.