Where will the repeatedly fluctuating Bitcoin take the market? Can Ethereum lead the Shanzhai to take off this time?
This year's market is very interesting, which makes many newcomers and old investors who have experienced several rounds of bull and bear markets feel a little confused. The most disgusting thing in the currency circle is not flying or hanging up, but completely losing direction. After a round, the coins you hold do not move, while the coins you sell start to soar. You dare not cut your losses, for fear that they will take off if you sell them; you don't know how to choose to buy at the bottom, and you want to buy everything but find that you don't have enough funds... The core reason why many people are in this embarrassing situation is... cognition, thinking and self-righteousness!
1: This year's Bitcoin is an independent trend, but you turn a blind eye to it.
2: Bitcoin has gradually matched the US stock market, and it is no longer the big brother who once led a group of Shanzhai to eat meat, but you are unwilling to admit it!
3: The implementation of ETFs, the cost of institutions, the cost of absenteeism and the economic environment of the US are unlikely to cause a sharp drop in Bitcoin, but you don’t understand it.
4: Without new capital injection, the existing capital volume is not enough to support the general rise of the altcoins, but you still bet that a certain local dog in your hand can make you rich.
5: When Ethereum has become a blood-sucking tool for Bitcoin, you are still talking about K-lines, indicators, and support points.
6: If you subconsciously think that Bitcoin is going to plummet, how dare you buy the bottom at 60,000! If Bitcoin doesn’t fall, how dare you buy the bottom of the altcoins?
7: The price of Ethereum is obviously a means for capital to deliberately suppress funds to flow to BTC, but you think Ethereum is not good.
8: Hong Kong ETF has played a decisive role in stopping the decline of altcoins, but you are still scolding Hong Kong ETF for being useless.
Let me talk about my current thoughts on the follow-up of the market:
Needless to say, in the long run, I can even say with certainty that Bitcoin’s bull market is still 100% there. The simplest one is, 🐳qun scab👀玮: 417072555 The Lighthouse Country has not cut interest rates yet? Why are some people in the market starting to worry that the bull market is gone? Even if there is no interest rate cut this year, not once, what about 25 years? What about 26 years? Can the Lighthouse Country withstand no interest rate cuts in the next two years? Can the Lighthouse Country withstand such a high debt? Interest rate cuts are inevitable, so it is also inevitable that there will be a big bull market in the future
Bitcoin has just completed the halving. After the halving, which cyclical bull market of Bitcoin did not start to explode completely at the end of the half-year period? In plain words, the law of Bitcoin cyclical bull market is that it will complete the crazy bull market 6-12 months after Bitcoin halving. The specific outbreak time and end time cannot be predicted. Because it is impossible to accurately judge what narrative and what causes the outbreak. Of course, it is also impossible to accurately predict when it will peak. It is just that as an old leeks and old oil sticks in the circle, I firmly believe that Bitcoin's crazy bull market will be late, but it will definitely come
Why did Justin Sun hoard so much Ethereum himself, but he made a statement that Ethereum's ETF may not pass. First of all, let's look at the on-chain data. In fact, Sun Yuchen has started buying very early. It was probably from February that the inflow was not much in the early stage, and it was not until mid-April that a large amount of inflow began. There must be a lag in the news.
If the average price exchange rate is actually very low, most of them are below 0.005. In fact, for him, whether it passes or not, his position will not lose money for the time being, so this statement needs to be studied. I only need to be skeptical about the outflow of this news.
There are also many rumors outside saying that Ethereum's ETF will not pass, but I think the SEC itself may not have clear information. In fact, there is nothing wrong with such a voice. We can wait with a different mentality. If it passes, it will be a surprise, and if it does not pass, it will not be too disappointed. If you ask me what I think, it was very clear before that it will pass, it will only be a matter of time.
You still need to figure out why you buy it, but whether you are betting on an ETF or investing in the development of the entire ecosystem, you can pay for your behavior only if you understand your own buying logic. In this market, think more and listen less to other people's opinions. Other people's opinions are not the reason for you to get out of the market. In other words, if you don't have your own logic, you will invest blindly.
So if there is no big black swan, don’t expect any gold pits. This is already unrealistic. Give up fantasy and embrace reality. Make a long-term milestone. I think the price of Ethereum is obviously a means for capital to deliberately suppress funds to flow to BTC, but everyone thinks that Ethereum is not good. Wait more and expect more.
The direction of future altcoin market investment and the tokens in the promising sectors:
①Solana ecosystem: pay attention to the conference in September, pay attention to SOL, JTO, JUP, PYTH, BOME, BONK.
②BTC ecosystem: the inscription sector has great potential in the second half of the year, pay attention to ORDI, SATS, RATS, STX, MUBI.
③RWA sector: pay attention to ONDO and TRU.
④Game field: pay attention to IMX, XAI, PIEXL, YGG, GALA, ACE.
⑤New public chain: pay attention to TIA, SUI, SEI.
⑥AI field: GPT-5 conference is coming soon, pay attention to RNDR, FET, LPT, ARKM, NFP, JASMY, WLD.
⑦MEME: pay attention to DOGE, PEPE, WIF, SATS.
⑧L2: ARB, STRK, LRC
