Everyone used to imagine that the alt season was a time of prosperity. In fact, the future alt season may only be limited to the leaders of the main narrative logic sector.
Then most small coins may be a wave of flow, coming and going quickly. In the past, investment focused on timing (at the bottom of a big cycle or the start of a big market, small coins soared after the big cake led), and in the future, timing and coin selection will be equally important (target screening is much more important than before)
There will still be alt season in this cycle, but this alt season may be milder. Only some projects can outperform the market and lead by a large margin.
This reminds us that as the market enters a new normal, our investment strategy should also change accordingly.
In the past, for medium and long-term investment in the currency market, timing was more important than coin selection: as long as you force your eyes to buy at the bottom of the cycle, you can prosper when the big cycle comes.
Under the new normal, we need to choose not only the timing but also the currency, and we need to be very careful in choosing the target. So corresponding to the points mentioned above: grasping the trend (having a big narrative), making achievements (improving fundamentals, loud and good marketing), having large funds to operate (market value management), an active and capable team, and a relatively reasonable release speed of token distribution. In fact, my personal opinion is very simple. The strong projects that the market and funds have chosen in the past six months may be more worthy of attention.
