LIVEMarket adjustment and the importance of capital allocation.
Is everyone okay? Currently, Trong sees that the market is very normal, but many people are confused and scared. After looking at some Altcoins, Trong sees that many projects have even reached the entry of last September, a few are still broken. bottom. That shows the importance of capital allocation.
The projects in Trong's portfolio often have a lot of growth momentum and good value, so they will be stronger than the general market average such as: $NEAR, $RSS3, $GFI, $CFG, $RON, so Trong can see the rhythm of the adjustment. This adjustment is quite normal
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Meanwhile, the overpriced projects have returned to their true value and most of you are investing in overpriced projects such as: $ARB, $STRK, $ACE, $PORTAL,... capital has been divided 2 or 3 times from the top.
Newsbies who don't know how to allocate capital can consider spreading capital to each field (at least 1 project). To anticipate cash flow and optimize better. Because cash flow will be pumped according to each area/narrative, we can optimize areas that have received cash flow (pump strongly) to areas that have not yet pumped.
The following are potential areas people should consider spreading capital: #AI, #RWA, CSHT, Depin, GameFi, Restaking, SocialFi.
According to Trong's assessment, the market will accumulate enough when it stands firm in this area (without breaking the bottom) in the next 10-15 days. That will be the time when Trong will DCA most of the remaining stablecoins and some projects Trong will consider increasing the volume such as: $CFG, $PIXEL, $CYBER, .... Trong will update more in the Smart Panda Insights channel.
In summary: Through this adjustment, perhaps everyone has realized the importance of capital allocation. In addition to having an effective investment portfolio, you can also avoid missed waves and optimize efficiency. Most importantly, even if the market fluctuates, your port will be stronger than the rest of the crowd. Is there anyone here who builds a port similar to Trong?
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