This week, we focused on analyzing the lack of liquidity. In just three or four days, at least 700 to 800 million yuan was plundered from the market, and nearly 250,000 people were forced to leave the market. We have talked about the departure of this group of active investors. It is difficult to fill the liquidity gap in a short period of time. The current market is a highly controlled market, and the main force can stir up the biggest fluctuations at the lowest cost.


Therefore, the contract will be frequently liquidated due to the lack of liquidity. The main force can use the lowest chips and the lowest cost to pull up and down the pins, which is very unsuitable for contract operation! Therefore, at this moment, I only suggest that you should be patient with the main force and the retail investors who can't help but operate with a light position. If you want to make money, don't get involved in this muddy water for the time being!
You can add the coins you like to your favorites, but don’t rush to sell them for now. Wait patiently for about a week for the current sentiment to ease. When the market repairs and almost produces a mid-term signal, we can start our short-term position layout!

As the ETF announcement approaches, the market is likely to fluctuate widely.

Everyone knows what's going on with the copycat market these days. Only the newbies are still cursing about how the copycats are so rubbish, and how they follow the decline but not the rise. This phenomenon is very common. The big cake is sucking blood. Just get used to it.

If the ETF is approved, it will most likely rise to 48,000-52,000. For the altcoins, it will most likely be a fishtail market, with only a few altcoins being strong. By then, I will clear most of the profitable spot. For those who are stuck, just stay stuck and wait for the position to be covered. Anyway, the bull market will not last long, and it may come back after a while. Of course! If you have a high leverage, just ignore what I said.

From 2024 to 2025, the popular tracks have been basically confirmed, namely the Bitcoin ecosystem track, the depin track, the game and rwa track. AI will also explode, but I don’t think it will be dominant. AI is more of a concept.

So everyone is planning or preparing for the most popular tracks. If you have a large amount of funds, I suggest buying mainstream or high-market-value public chains, such as BTC, ETH, SOL, AVAX, ICP, etc. If you have a small amount, I don’t think it’s necessary to allocate such high-market-value assets. Instead, you should look for early hot track projects with lower market value. When you see such a target, I think you should study it carefully, because once you invest in the right one, 10x is easy, so your capital yield will rise instantly.

Ethereum L2 is a track that will inevitably explode in the first half of 24 years. The sectors are rotating. If you master the rhythm, you can obtain wealth within your cognitive scope. Ethereum Cancun upgrade is beneficial to currencies:

L2 faucet: OP ARB METIS

OP Ecosystem: VELO SONNE SNX

ARB Ecology: MAGIC RDNT GMX GNS STG
 
DEPIN concept: MOBILE HNT JTO

Oracle: PYTH MEME

MEME：BONK SILLY ZERO

AVAX Ecosystem: JOE QI

The impact of ETH Cancun upgrade on the market!

1. Enhanced scalability

2. Reduce gas fee

3. Enhanced security

4. Efficient data storage

5. Enhance cross-chain connections, etc.

6. The entire Ethereum ecosystem will achieve unprecedented development and prosperity

7. The value of ETH itself will naturally rise

 Layer2：ARB、OP、MATIC、NEAR、GMX、MAGIC、SNX、LRC、IMX

L2 focuses on the two leading companies OP and ARB