【Conversation with BITWU, the bigger the waves, the more expensive the fish | Investment should have a "single-player game" mentality】
Thanks to @dappOS_com for the invitation to share some insights on recent investment mentality and Bitcoin halving!
Original link: https://foresightnews.pro/article/detail/58824
1️⃣ The impact of Bitcoin halving on the market
Halving has become a self-fulfilling expectation, or another level of consensus. Bitcoin halving has become a popular expectation. In previous years, each halving coincided with a bull market in the cryptocurrency circle. Halving itself has become a symbol with strong expectations.
Each halving significantly increases the visibility of $BTC, attracting active attention from both inside and outside the circle, leading to price increases and reinforcing the halving expectation, achieving self-fulfillment. In this regard, I believe the power of halving itself will continue to have a long-term impact.
Secondly, let's talk about the turning point for ETF. After ETF, this year will be the first year of mainstreaming for $BTC, marking the maturity of $BTC and the recognition of traditional capital. In the future, $BTC will be more integrated with traditional finance. In direct terms, new funds entering $BTC through traditional financial channels will increase.
In addition, the emergence of the $BTC ecosystem, whether it's script or $BTC L2, as well as secure sharing, has allowed the potential of $BTC to be explored in this round. $BTC is not just the digital gold of the past; there will be more and more application scenarios to drive the real demand for $BTC in the future. Overall, $BTC may not necessarily follow the trend of each halving, but it will indeed have a long-term impact, and it is a bullish long-term impact.
2️⃣ Suggestions for investment users, maintaining a more rational mentality when making decisions, and avoiding blind FOMO emotions
Every pit needs to be stepped on by oneself.
Most people are anxious because of stepping on pits. We need to get used to stepping on pits and know that it is normal and necessary, then you won't be anxious. Why do I say this? Because the lessons of experience cannot be 100% transmitted to others, because human feelings are three-dimensional and cannot be conveyed by a simple sentence. For example, I used to be like everyone else, having seen a bunch of market education examples, but once I got caught up in the situation, I still couldn't extricate myself.
You can only learn from experience, there is no lesson without cost, just go through more experiences, there is no shortcut to maturity of mentality, achieving "life is like a game of chess, make a move without regret" is enough.
Mental training lies in daily life - cultivate awareness and be the protagonist in your investment game.
Investment should have a "single-player game" mentality,
This is the method I used before, treating investment as a single-player version of money management game. First, the game can be restarted indefinitely, and you can accept your own failures. Then, in the game, you start as a small player and gradually become a master, this is a process. Second, in the game, I am the only protagonist, besides myself, everyone else is an NPC of the system. NPCs often boast about how much money they have made, which can disturb the protagonist's mentality and lead to loss of control and money.
Regard everyone other than yourself as NPCs in this money game, where I am the only player. In this way, who would compare the profits of NPCs, without comparison, there is no anxiety, without anxiety, where does FOMO come from, just focus on your own advancement in this game.
3️⃣ After Bitcoin halving, how to benefit from this crazy bull market period?
- Beta returns are a safety net
I allocate 80% of my portfolio to BTC and ETH, the two core assets of the entire cryptocurrency market, which can ensure that I can capture the market average returns of the bull market, serving as a safety net.
For small and medium-sized capital users, this principle still applies. You can exchange BTC and ETH for relatively stable large-cap coins to ensure that you can firmly grasp the market's beta returns.
You can also talk about this round of ETH staking airdrops, using BTC and ETH funds as profit amplifiers.
- Alpha pursues extreme risk and extreme returns
After establishing a sufficient safety net, the remaining 20% of the funds are used to pursue the most extreme opportunities, abandoning the opportunities in the middle that are neither here nor there.
This part of the investment is looking for extreme odds, such as a large portion in pepe, ampl, and runestone.
The strategy for this part of the investment uses a "discrepancy" approach, where the market views of this project are extremely polarized, with one side extremely bullish and the other extremely bearish.
Remember, only with discrepancies can there be cost-effectiveness!
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