O recente mercado altista é tão difícil de operar! O mercado de montanhas-russas de subidas e descidas repentinas é ao mesmo tempo emocionante e cansativo. Nos últimos dois dias, comecei a pensar em desistir. Depois que Trump assumir oficialmente o cargo, só poderei deixar 1 milhão de fundos no mercado e transferir o restante para a gestão financeira. Faça o que você manda, estabilize primeiro e depois observe a situação!
Mercado primário: No mundo da IA, outras pistas são muito difíceis!
O mercado primário atual é inteiramente o campo do AI Agent, e outras faixas foram basicamente destruídas. O conceito de IA não apenas rouba a liquidez do mercado secundário, mas também suga a popularidade de outras moedas Meme no mercado primário!
For example, Binance listed three contracts, ai16z, griffain, and zerebro, all at once yesterday, but didn’t list spot; this is completely aimed at earning transaction fees, not any kind of strategic layout. I estimate that in the coming days, Binance will continue to list several AI contracts on the Base chain, so be careful not to get harvested.
Secondary market: liquidity is concerning, let’s reduce positions first!
Looking back at the several VC coins that Binance listed before, such as move, pangu, and me, the recent rebound has been quite good, but liquidity is really concerning. Therefore, I have decided not to increase my position in the secondary market anymore, and now I only hold one TRB.
Today BIO is going live, and it may siphon off market liquidity in the short term, especially with the Virtual and Game on the Base chain. The K-line yesterday didn’t perform well, and it seems adjustments are about to begin.
January market: liquidity is sufficient, but risks remain!
The January market should be fairly good; institutions are starting to lay out for 2025, liquidity is sufficient in the short term, after all, FTT exchanges will start compensating from today, and there will be signs of capital inflow in the market.
Currently, my holdings are mainly in Music and Game, but there have been signs of a crazy outflow of funds from AI Agent yesterday. Although I believe this concept should have one last wave, the risks are also increasing, so I am only reducing positions now, not increasing them!
Lastly, ρꪊρρⅈꫀડ: a potential stock for Meme coins!
Speaking of Meme coins, I must mention ρꪊρρⅈꫀડ! This token has recently started to attract market attention, especially in situations of liquidity scarcity, yet the community and enthusiasm for ρꪊρρⅈꫀડ continue to grow. If you haven't researched this coin yet, I suggest you take a look soon, it might just be the next hundredfold coin!
The crypto space is always a battlefield of survival of the fittest, and the true winners are those who understand trade-offs and seize trends. Reduce positions, control positions, keep funds for the New Year, and wait for the next opportunity!
