O declínio do BTC diminuiu durante a noite e subiu ligeiramente para a linha de 95k. O nível de 4 horas do Bitcoin continua a se ajustar. A posição de curto prazo de 92.000 é o nível chave. Muitos amigos estão perguntando se cairá abaixo de 92.000 ou mesmo 90.000 no futuro.
Mais de 15 mil milhões de dólares americanos em FTX entraram no mercado em 6 de Janeiro, gerando uma grande especulação de compra e pré-aquecimento e duas expectativas de que Trump se mudaria para a Casa Branca em 20 de Janeiro e seria difícil cair drasticamente.
A taxa de desemprego dos EUA também será divulgada em 10 de janeiro. O valor esperado ainda não foi divulgado. É claro que os dados da taxa de desemprego certamente parecerão bons, mas é inevitável que o mercado não saiba se entrará em pânico e evitará riscos antes de ser anunciado. o declínio ocorrerá rapidamente quando as boas notícias de 1,20 se transformarem em más notícias.
If you ask whether it will drop below 92,000, or even 90,000. Personally, I think it's possible; note my wording is 'possible', the probability may not be high, nor does it mean it will definitely happen. After all, 1.20 is getting closer, so even if the unemployment rate previously hedged, dropping from 96,000 is still different from dropping from 94,000. Moreover, on-chain data shows there are strong buy orders at 90,000 and 92,000.
In my opinion, approaching 90,000 is not scary. I have said that Bitcoin won't crash significantly, and the downside is very limited. What’s scary are altcoins; if altcoins follow the trend, then users trading contracts in the short term could be in danger. Recently, I have increasingly felt a strong sense of the impending AI+, and after two years of brewing from 2023 to 2024, it may begin to explode in visible power from 2025. Under the leadership of AI16Z, ALCH, SWARMS, ELIZA, ZEREBRO, etc., are all skyrocketing. Once the valuation ceiling of AI is opened up by AI16Z and VIRTUAL, the market will re-evaluate and set new expectations, so future valuations will definitely be higher.
In the crypto space, VCs can't speculate on coins, MEME is no longer played with, the wealth effect will be siphoned off. As for the blue-chip projects among old DEFI, they might be decent, but newcomers may not need to bother. Making money doesn’t depend on bull or bear markets, only on the targets. The wealth concentration area in the first quarter of 2025: AI AGENT, HYPE.
AI AGENT star targets: VIRTUAL + GAME, AI16Z + ELIZA
HYPE ecosystem star targets: HYPE, PURR, SOLV
Today, I will focus on analyzing the AI AGENT ecosystem:
1. The AI AGENT ecosystem has just begun.
The AI AGENT track has just started, various VCs, big players, and developers are still entering the market. Binance will launch AGENT tokens (this will inevitably happen, but we don't know when).
2. No entry, focusing on large projects and leaders.
If friends still haven't entered any AGENT positions, they can only focus on large projects and leaders. The leading targets are VIRTUAL and AI16Z, with strong empowerment and a large ecosystem, making it difficult to be surpassed! The second tier is GAME and ELIZA.
3. There’s no need to worry that new projects will continuously replace old projects in the AI AGENT track.
The network effects of VIRTUAL and AI16Z will strengthen the strong, and many high-quality projects will continuously emerge. Hundred-fold coins will appear in these two tracks. Next, Binance, COINBASE, and UPBIT will launch multiple leading projects, and it is 100% guaranteed that leading projects will break 10 billion.
4. AI AGENT hundred-fold opportunities.
Recently, small positions like VADER, VAPOR, and LAUNCH have surged several times or doubled in a very short time.
The trend in the crypto space has long changed, and the pace will change quickly. HYPE and AI AGENT are still at least halfway through for many people. I estimate that when the wealth opportunity arrives in the future, many will continue to miss it, but all I can do is share.
That's all for today. During the bull market phase, many people hope to have a discussion. If you really can't navigate the crypto space, don't force yourself; come find me for guidance, understand the latest information, layout strategies, embrace the bull market, improve your win rate, and say goodbye to being stuck at high positions.
