#NOT策略 #热们话题

Reality we need to face in the second half of 2024:

Compared with 2021, the number and market value of altcoins have increased significantly. The overall increase in each round of bull market is gradually decreasing. Even if the current round of interest rate cuts, its scale may not be as large as in 2020. The funds released by the interest rate cut will mainly flow to the hot projects in the market.

The current altcoin market still follows the logic of the bull market, and local hot spots will continue to emerge, but they will not be limited to one hot spot, but will be rotated.

The interest rate cut will not bring about a comprehensive rise in altcoins, but will make the hot sectors more popular.

With the continuous inflow of new funds, the increase in altcoins in local hot spots will further expand (but it will still be difficult to reach the level of the previous bull market), liquidity will increase, and the speed of the ebb will slow down.

In such a market environment, as long as investors do not blindly hold poorly performing altcoins such as sushi and crv, they are likely to benefit from the rotation.

The era of easy money is a thing of the past. Now, investors who are good at thinking will have more advantages in the bull market.