Baichuan talks about several recent views
1. The market is still bullish, firmly bullish.
2. ETH/BTC will definitely reverse.
The current exchange rate is under pressure mainly because the probability of passing the ETF in May is low + EF is in a lawsuit + lack of new narrative. But I still think that ETH is currently the only public chain that can undertake the financial needs of large funds and the best developer atmosphere. After the substantial release of funds, funds will definitely still choose ETH, and Eigenalyer is about to be released, which should lead to a wave of AVS bulls.
3. Solana's own strategy is fine, and it has become my largest holding alt. However, there are too many emotional air coins in the ecosystem, and Ore has recently made normal transfers impossible. I am currently focusing on DePIN. Ebunker has launched a DePIN financial platform that allows users to better participate in the DePIN project.
4. If you like to speculate on emotions, you can take a look at other layer1 ecological opportunities below. The foundation is brewing its own meme season.
5. Once again, in the bull market, speculation on coins based on news is the highest utilization rate of funds. As long as you have a reliable source of information, you can breathe and make money. How to have a reliable source of information, make more friends, and make more reliable friends.
6. The biggest alpha comes from the process of low-liquidity assets becoming high-liquidity assets. I am paying close attention to the NFT and meme fields recently. Welcome to the comments section for recommendations.
7. Everyone is working on layer, especially layer 2.
8. The currency circle is a grass-roots team, all gathered together. As long as you can pull in a few key angels, and then pull in a few large overseas institutions, and get one of Binance/OK, congratulations on your 1 billion valuation.
