O BTC corrigiu 10.000 pontos em três dias e os imitadores estão sangrando como rios. No entanto, não entre em pânico, apenas algumas palavras do Mestre Bao, a lógica do aumento de médio prazo não mudou.
O mercado altista muitas vezes cai, é isso, não é inesperado. A correção não tem nada a ver com o longo prazo. A correção é matar contratos e alta alavancagem. Depois de limpar essa alta alavancagem, vamos continuar a música e a dança. os touros se moverão de forma mais saudável e continuarão.
Durante esse período, o Bitcoin liderou a tendência e os imitadores ainda estão no meio do caminho. Este é realmente o mercado altista mais bizarro da história. Anteriormente, o Bitcoin atingiu novos máximos e os imitadores foram cortados. Até mesmo Erbing Nor atingiu um novo recorde.
This round of the bull market is destined to be for the experienced traders, with no connection to newcomers or those who have not experienced a complete cycle and are solo in the crypto world. The entire Web3 community is cold and silent. In the previous three bull markets, major communities had already started sending red packets across the screen by this time.
Currently, BTC is seriously dominating the market. Retail investors find the price too high and are mostly focusing on ETH or other altcoins. Now, it’s all about Bitcoin performing alone, constantly breaking new highs. Whenever there's a downturn, the altcoins are completely blind.
Another point is that Binance has been crazily launching new coins lately. In the most recent instance, Binance listed six new projects, further diluting an already illiquid market!
At this point, we need to consider that after the pullback, when Bitcoin continues to surge and consolidate, which asset is likely to be the first to absorb the overflow of funds. I believe this cycle should not differ much from the previous three cycles. When the BTC price rises to a certain level, say 110,000 or 120,000, stabilizes, and begins to overflow into ETH.
BlackRock's promotion currently focuses mainly on BTC and ETH. They stated, 'For our clients, BTC is absolutely the top priority, followed by a bit of ETH and very few other things.'
So you see, BlackRock's view has always been clear: BTC is primary, followed by ETH, and then other altcoins. This is almost beyond doubt. The main point of this statement is to promote ETFs related to Bitcoin and Ethereum rather than develop ETFs involving other altcoins.
Combining this with what BlackRock suggested a few days ago—that investors should use 1% to 2% of their funds to invest in BTC—it shows that BlackRock feels that their client development is not strong enough, and many clients have not allocated 1% or 2% yet. This is something that BlackRock needs to push forward.
Indeed, BlackRock is doing this as well. From the daily data we publish on BTC and ETH spot ETFs, we can see that BlackRock is investing over 100 million USD in BTC and ETH almost daily. Moreover, the investment in ETH is almost half of that in BTC.
This is enough to show that BlackRock is strongly recommending BTC and ETH to users, without considering other altcoins.
This is similar to the previous cycles with Grayscale. Grayscale was also consistently buying, first BTC, then ETH, and only then adding a bit of altcoins.
I have always emphasized to you that the stage of the bull market is more important than the price of the coin. Therefore, those who haven't entered before 75,000 are strongly advised to buy in at market price when it reaches 75,000.
Now, you must also keep in mind one rule that applies in every cycle: the order of building positions must be BTC first, then ETH, and finally other altcoins.
Today's focus is on the coin: ordi (small BTC, the leading coin in the Bitcoin ecological inscription, currently undervalued).