Market sentiment has cooled down a bit in the past two days, and the overall market has also seen some adjustments.


Bitcoin fluctuates around $88,000 and Ethereum fluctuates around $3,160.


Altcoins generally fell by about 10%, but the AI ​​meme sector is still very strong. ACT, GOAT, and Shoggoth all rose against the trend today.



So what will happen to the market next?


In the short term, I think the market may have a correction.


Now the market sentiment has reached a stage high point. It is recommended that those who rush to the chain to invest in local dogs should be cautious, as no one may take over.


I have observed that many valuable projects, such as ltc, iotx, and io, have begun to transform into MEME coins, and even institutions like animoca have begun to issue MEME coins.


This shows that the market sentiment is a bit too FOMO. The sickles have begun to fall. There are too many leeks being cut and there are not enough leeks.


From an emotional perspective, this rise is mainly due to the stimulus brought by Trump's coming to power, and there is still some time before Trump officially takes office.


When there are no new events driving the mood, FOMO sentiment will naturally decline, which is inevitable.


From the perspective of liquidity, we are still in a stage of monetary tightening, liquidity is not very good, and the Federal Reserve is still shrinking its balance sheet.


The current liquidity mainly comes from the stimulation of on-site funds, and everyone is looking forward to the next good news.


Although off-market funds are also pouring in, for example BlackRock has been buying Bitcoin spot ETFs, this part of the funds has begun to show signs of falling back.


Judging from the ETF data, the US Bitcoin spot ETF had a net outflow of US$220 million yesterday.



In the past 24 hours, BlackRock's net inflow of BTC has decreased by 70% compared to yesterday, which shows that the FOMO sentiment of American investors has subsided.


From the URPD data, we can see that this rise was too fast, and there were even a large number of faults in the middle.


This situation is very similar to the BTC trend after the spot ETF was passed in the first half of the year. At that time, it also quickly rose to a new high of US$73,000, and then began to pull back all the way, gradually filling the gap.


So in the short term, the market may experience a wave of correction.


However, there is no need to worry too much.


From a medium- to long-term perspective, before Trump takes office, as long as there is no black swan or economic recession, the trend will still be upward.


As long as there is a callback, it means we will reverse and come back to pick us up. It depends on whether you dare to get on.


So when will the cottage season come?


I think one of the conditions for the start of the altcoin season is a sharp rise in Ethereum, and then there will be overflow funds entering the altcoin market, thereby driving a general rise in altcoins.


But Ethereum is performing poorly right now, and many Ethereum investors are stuck, so no one will try to pull up altcoins.


Even if individual projects rise, it is because of the need for narrative. Once the narrative ends, the decline is likely to accelerate.


However, I think the drop is a good opportunity to buy at the bottom.


We can take the opportunity to buy some potential projects at a bargain price. Today I also shared several new projects in the core group.


In this bull market, we must grasp the main line of the market. The current main lines of the market are BTC and SOL, as well as MEME coin.




As long as you follow the market trends and grasp the leaders and main lines, there is a high probability of making money.


But you need to have a big heart to play with MEME coins, because its rise and fall can be very large.


MEME coin is essentially an emotional product, completely dependent on market sentiment. Speculative sentiment comes and goes quickly, so once it falls, it will fall very badly.


Therefore, when the market sentiment is collectively FOMO, you must sell. It is best to sell when the price is rising. Don't be too greedy.


This is why I have reminded you many times that you must use up your principal to double your money, stop profit when there is a retracement, and stop loss when there is a loss.


There is no shortage of opportunities in this bull market, and protecting capital and profits is the top priority.


Many people will find that they have played around in the bull market, but it was just a roller coaster ride with severe profit drawdowns.


The most likely situations are two: one is that speculation is turned into "investment", and the other is that one is naturally a gambler.


If it is for speculation, you must enter the market before the rise, observe carefully and sell in batches after the rise.


Don’t be the kind of person who doesn’t pay attention before the price goes up, then asks everywhere if he can still buy after it goes up, then doesn’t sell at all when the price goes up sharply, then waits until the price goes down sharply and asks everywhere if he can still hold on.