ORDI and SATS, Bitcoin and Ethereum, which one should you choose? The bull market of BRC will come again.

You should be very cautious when changing warehouses. Generally, you will only do this on copycats, and most mainstream stocks should not be moved, or even left alone for a long time.

Most people would never go all in on a single coin, and this one happens to increase by a hundred times, so they distribute their holdings, mainly in mainstream coins, such as Bitcoin and Ethereum, and secondarily in copycat coins. Dozens or hundreds of holdings will do, and there will always be a few that increase by dozens or a hundred times, to fight a hundred with one.

This way of holding positions is not what I am talking about now, but what I said during the previous bear market. Of course, there will be some biases, and the ones that are particularly optimistic and mainstream may be slightly heavier.

Although sometimes the wrong changes are made, sometimes it is necessary to change positions.

Ethereum will be worth $1,900 in April 2023; Bitcoin will be worth $27,000 at that time.

At this time, the price of Ethereum is $3,300; the price of Bitcoin is $68,000.

Ethereum rose 73% and Bitcoin rose 120%.

Maybe for small retail investors, the difference doesn’t matter since both prices have risen, but for big investors, it’s a world of difference.

You have to know that from the perspective of risk and cost-effectiveness, Ethereum has a higher risk and should have risen more. Now the risk and return are obviously not proportional.

I have mentioned this point many times at the beginning of this bull market.

Some people joked that after Vitalik started dating a girlfriend, he seemed to have missed out on his career and Ethereum, and betrayed everyone's trust.

Especially this time, after the take-off of SOL, base, ton and other chains, Ethereum has become more exhausted, and the exchange rate even broke the historical low of this round yesterday.

In fact, it can be lower.

If the SOL chain had not been down yesterday and if there had not been similar outages like ETHFI and ENA, the exchange rate of Ethereum to Bitcoin would have been even lower.

History needs to be tested, and facts have proved that at least in the past, Bitcoin was superior to Ethereum.

What about the future?

Judging from data from all aspects, the activity on the Ethereum chain has increased recently. Although many people do not think that the Ethereum ETF will be approved, there is actually Wall Street capital that supports its approval.

In addition to the two projects EThfi and ENA, there is also the Stone pledge invested by B An and Ouyi, which is also very popular. After research and investigation, I believe that Ethereum will need the effect of this project. It has big capital support, public support from exchanges, and financial security. So I made this decision carefully. If you are interested in pledge, you can pay attention to it.

From my personal perspective, I will not participate in any ETH project this round. But once I join a team, I will be influenced by it every day, and I think it is indeed possible that ETH has reached the bottom of the exchange rate, so adjustments are inevitable. I will just listen to others' advice and have a full meal.

1. Bet on bottoming out and rebounding.

2. ETFs will be hyped.

3. A lean camel is bigger than a horse. Indeed, the capital behind Ethereum is already making trouble.

To sum up, if you just want to hold coins, you should choose Bitcoin. If you want to hold coins and do staking activities to compound interest, you can choose Ethereum. However, you should pay attention to the staking activities of altcoins and try to participate as little as possible as the pattern is too small.

The choice between Ethereum and Bitcoin is actually a swaying one.

I personally think that ORDI and Sats have changed in terms of underlying logic. I have switched all my Sats holdings to ORDI since last month.

These two are the ones that made the most money in this round, and they are both profitable now. Logically, they should not be moved, and it is okay to diversify the holdings.

From the earliest inscription "mint-sats" on UNISATS to the later holdings of the OUYi WEB3 wallet, the early chips remained unchanged, with the highest increase of nearly 80 times. OUYi has basically taken profits in batches.

I have been holding on to the early positions because I think the new version of UNISATS at the beginning of the year will make a difference, and B-An is going to use the WEB3 wallet.

Ten thousand words will be omitted here. Say hello to B'an. Their wave of hesitating and rejecting has pitted too many inscription holding users. Many people chased high inscriptions in the later period, most likely because they bet on B'an web3.

B An gave up, and the new version of UNISATS some time ago was almost aborted, and the development trend was not satisfactory.

There should be two dragon heads, one is ordi and the other is sats.

Now there is only one ordi.

In addition, looking at the past trends of ORDI and sats, ORDI has experienced a round of wash-out, while sats has surged nearly 100 times since October last year. Although it has been halved so far, it has not experienced a major wash-out.

From this perspective, sats should be fair to everyone. Compared with any other coin, a short-term increase of such a high level will lead to a deeper wash-out. Many retail investors just did not expect a wash-out after the rise, which is a personal problem.

But coming to the cryptocurrency world is not about emotions, but about interests.

Time makes things so, one thing is different from another.

When inscriptions were the most popular last year, Brother Wang once published an article to convert some strong inscriptions to the weak Ethereum sector. Although the Ethereum sector does not look particularly good now, it was at its lowest point at that time. Since intervening at that time, I have also experienced a wave of bulls and avoided the risks of some inscriptions.

In fact, every adjustment is a small detail, divided into short-term and long-term, but it is a short-term strategy change. In the long run, I don’t think the inscription is over.

But as mentioned above, the current sats are less competitive than ordi. This can be seen from the comparison of their rise and fall over a long period of time. Each time ordi is more resistant to decline than sats and has a higher increase.

I had been holding ordi and sats before, and started switching all to ordi on the 20th of last month.

The recent exchange rate between Ordi and SatS is basically the same as the previous exchange rate difference between Bitcoin and Ethereum. The increase is not as large, and the decrease is more severe.

Does BRC20 still have a future? This is a question that everyone is concerned about.

Everything has its own way of growth and development. Everything must follow the laws of development. When things reach their extreme, they will turn into the opposite.

When BRC will rise is not decided by retail investors, but by the dog dealers, so when will it start a new journey? I think there is no such thing as three times. After the dog dealers have repeatedly lured more and smashed the market, washing out more chips, there will be another BRC bull market.

Ordi’s listing on Coinbase’s contract market is not a good thing in the short term, but in the long run, it at least shows that Ordi’s status is worthy of attention from American exchanges. This is a good start.

In comparison, the status of sats is slightly embarrassing.

In fact, I have started to pay attention to the inscription market recently. Most of the old BRC inscriptions have already reached historical lows, and the trading volume is almost very small. Even some of them have stopped falling when the market fell.

This is a reversal signal.

But as I said, since inscriptions had such a high effect last year, there is naturally such a high risk. If you want to make a layout now, my suggestion is to buy less of all the mainstream ones, and try to have them when you don’t.

It is expected that no matter how BTC trends before and after the production cut, the inscription may have some effect.

Note: The above opinions are personal and not suggestions. #大盘走势 #新币挖矿 #非农数据