Combining Kong Ge's past 9 years of cryptocurrency trading experience and understanding, we draw some conclusions for everyone's reference:
1. With a 60% main position, engage in long-term investments during major bull and bear cycles. The first year after halving is suitable for primarily accumulating BTC, while later phases are suitable for ETH. Currently, consider allocating ETH and SOL with leverage below 3 times. Any other investment logic might not withstand the test of time; currently, only Ethereum and SOL seem to be the most reliable.
2. Various long-term positions in old coins, VC coins, and sector coins have no cost-effectiveness. It is better to switch to leading coins in various sectors for allocation.
3. Currently, maintaining long-term low-leverage positions in ETH and SOL, any other assets may ultimately underperform, with low win rates.
4. For short-term speculation, aiming for big gains with small investments, old coins, VC coins, leading coins, and sector coins all lack cost-effectiveness. It is better to look for strong meme coins, whether it's on-chain with hundreds of millions or billions, the explosive power and overall odds of popular leading meme coins are much better than previous old altcoins.
Although most people do not like heavily investing in SOL and ETH, those who make significant profits in the cryptocurrency circle generally have their main positions in BTC, ETH, and SOL. This aligns with investment common sense and reflects the current state of the industry as well as past patterns.
