Liquidity is entering the market, driven by a debt refinancing cycle influenced by overall economic forces, which will affect all asset prices, with cryptocurrencies performing particularly prominently: the market will enter a 'banana range,' within which cryptocurrencies typically rise vertically.
As an investor, the simplest method is to allocate most assets in mainstream cryptocurrencies, maintain a core investment portfolio, then be patient and exclude external noise.
For Memecoins, we are still in the early stages, so only allocate a small portion of space to 'bet' on them; do not go all-in.
SOL, Sui, and Doge are potential coins in this cycle.
Solana has a strong community, excellent user experience, outstanding technology, the ability to issue low-cost NFTs on-chain, and fast transaction speeds. The explosive popularity of Memecoins is also one of the breakthroughs Solana has achieved in its usage; the ecosystem is rapidly growing, just like ETH did in the previous cycle. Therefore, SOL is a low-risk zone and a good place for significant investment.
Sui is technically innovative and has shown superior performance in the market compared to other major cryptocurrencies like Solana and Ethereum.
Doge's strong cultural symbol and recognition, with widespread community support. Including Elon Musk's support for Doge is also a significant factor; he has the ability to influence Doge's development through his social media influence and actual actions.
Doge is the Solana of Memecoins.
How to discover the next potential coins?
Scarcity does not lie in the tokens; scarcity lies in attention. The real game is to capture attention.
Therefore, the key to discovering potential assets lies in identifying projects that can attract market attention and liquidity. This often involves analyzing macroeconomic trends, such as changes in monetary policy and global events, which could impact asset visibility. This theoretical screening of tokens also applies to Memecoins. For Memecoins, the most critical aspect is to understand the cultural significance and community acceptance of Memecoins. It is essential to invest in those Memecoins that resonate with a broad audience and have strong community support.
Pay attention to community conditions, including social media, price dynamics, and market sentiment, looking for assets that can attract investor attention when prices are stable or rising; these assets have the potential to become the next big hit.
There isn't much time left for everyone to make money. The market cycle is very urgent, and there may be only 6-8 months left to make profits. This means that before the market peaks, everyone needs to correctly adjust their capital risk ratio: assuming the market reaches its peak, your major asset proportion should earn the same amount as the market growth.
Find a balanced investment portfolio, i.e., a high-risk asset paired with a low-risk asset. For example, Solana is a relatively safe, top-ranked asset, while Sui is a newly selected high-risk asset. If the market develops rapidly, SOL will grow into a top-three token, while Sui will enter the top ten.
Similarly, in the field of Memecoins, Doge is a relatively safe asset, while other Memecoins carry higher risks.
Observe different cycles and look for tokens that remain vibrant, rather than FOMO.
Establish connections with the community, remembering the importance of value and community in investments, rather than focusing on short-term profits.
Tokens are not a game of scarcity, but rather a game of attention.
Concentrate holdings in a relatively safe asset and hold it long-term, gaining asset appreciation alongside market cycles; use a small amount of assets to bet on riskier tokens, selecting 'new products' through macro conditions, community status, technological innovation, ecological development, and token development.
Make money by predicting and utilizing market downturns, buying in when the market drops and selling before the market recovers to realize profits. Although the market will have cyclical fluctuations, in the long run, it tends to grow upward; one should look for buying opportunities during market declines rather than panic selling.