Currently, the overall market is equivalent to 2019, during the bear-to-bull transition period, there is a market but with great difficulty.
BTC: The next halving will be in the first half of 2024, which is clearly favorable for the market. There is a high probability of a black swan event. Most people lose money by going long on Twitter futures contracts today and short tomorrow, so it's better to just hold. A reasonable price is around 20,000, but the exact point cannot be determined. It will only be known when dynamic gaming time arrives.
ETH: The bull market cannot come until the leverage on ETH is cleared. Deflation is not favorable, and it leans towards BTC. The previous bull market's increase in ETH will not happen again.
USDT: Stablecoin
BNB: In terms of risk-reward ratio, it's not as good to buy the dip in BNB as it is for ETH and BTC. ICOs are also a scam.
XRP: A coin created by American financial institutions and banks. The outbreak period is at the beginning and end of the bull market. XRP will first break out, then go public, and then be used as a layer.
USDC: A stablecoin at the same level as USDT, used on-chain.
DOGE: There's no need to buy, with a market cap of 10 billion and Twitter at 20 billion.
ADA: Similar to XRP, but it's better to buy XRP. It's also a coin created by financial institutions.
Solana: It feels like the team has changed, and the strength is there, but the problem is that there are too many trapped positions.
TRX: Sun's coin, not touching it.
MATIC: In my personal opinion, it's a good target. The current price is a bit high, but there's hope for 0.3 to 0.4 in the second half of the year.
LTC: Better to buy BTC.
DOT: An old coin, I personally don't touch it. There are too many trapped positions.
TON: No need to play.
WBTC: The bridge is on the chain.
DAI: Stablecoin, if USDC has a problem, DAI will follow suit. It's the safest, with the treasury holding mainstream coins like ETH and BTC.
SHIB: No need to play. If you want to invest in the meme sector, buy PEPE. Invest in new, not old.
AVAX: A VC coin, no need to play.
BCH: South Korea entered the market, and it has been declining all the way.
LINK: The leader in the oracle track, it can be bought. The increase may exceed that of BTC and ETH, but it may not be as good as new coins.
XLM: Don't touch it.
BUSD: BNB stablecoin.
LEO: A zombie coin.
UNI: A commemorative coin, the leader in mining coins. Don't buy, there are a large number of trapped positions.
ATOM: Great technology, but it's not related to the coin price.
XMR: No need to play, the leader in privacy public chains.
TUSD: Stablecoin.
OKB: The second largest platform token, the current price is a bit high.
ETC: A project at the level of a disaster.
FIL: A project at the level of a disaster.
MNT: If the exchange doesn't have money, you can look at platform coins.
ICP: A project at the level of a disaster.
LDO: In my personal opinion, it's similar to UNI, with a higher risk-reward ratio than UNI. Invest in new, not old.
HBAR: A concept coin for entrepreneurs, no need to play.
The next L2 will be the main theme. L1 public chains are just copying and pasting to exploit users. L2 may enter the top 30 or even top 20.
APT: A new public chain, 70% BTC, 10% new public chain. The cost price is between 2.5 and 3, and buying in the 4 to 5 range with eyes closed. The current price is a bit high, but it can be picked up in the second half of the year. It's a must-buy at the end of the year. The only way to promote it is to pump, then build infrastructure such as DEX, NFT, and lending protocols, which require public chain tokens. After that, the team will sell off.
ARB: Currently the leader in L2, with a market cap of over 100 billion. The market value is too high after going public, and there will be fewer opportunities in the next round. 70% BTC, ARB OP will switch positions during different outbreak periods. OP comes first, then switch to ARB. You can see ARB lower than 0.9 next year.
CRO: A bankrupt platform coin.
VET: The pride of Chinese public chains, but it's better to buy new L2 public chains.
NEAR: An old project, not playing.
QNT: An old project, not playing.
MKR: The founder is buying back, so there has been recent pumping. It's okay to buy some for DeFi layout. Personally, I prefer low-risk public chain leaders.
AAVE: A mining coin, not playing.
OP: Similar to ARB, the outbreak periods are different. OP comes first, then ARB. Which one to buy depends on the price. Layout in L2, with 30% of the position in L2. The technology is great, but like new public chains, only 15% is in circulation. It's not possible to rise like MATIC. The institutional cost price is between 0.25 and 0.37. It's safe to buy at twice the institutional cost price.
GRT: An old coin, not playing.
ALGO: An old coin, not playing.
THETA: An old coin, not playing.
XDC: No one is playing.
EGLD: No one is playing.
STX: A strong coin, it will explode with the BTC ecosystem. Layout when the ecosystem arrives.
SAND: The leader in the metaverse, it's unlikely to reach the previous high in the next round.
EOS: Don't play.
XTZ: No one is playing.
IMX: L2 for GameFi. If GameFi develops well, there will be a market. It's not the right time to open at a high price.
APE: The leader in the metaverse, NFT is cooling down, the team is there but not doing anything. It's in a bad state, a mining coin, and the inflation rate is a bit high.
SNX: An old DeFi coin, US stocks RWA was on SNX, but it dropped due to regulatory issues.
USDD: Similar to LUNA, with a small volume.
MANA: The leader in the metaverse, no need to buy.
AXS: No need to play.
BSV: No need to play.
FTM: A strong coin with many trapped positions. Long-term, it's not as good as L2 new public chains.
RNDT: A strong coin, buy when it drops enough.
INJ: One of the strongest coins this year, not as good as L2. It's the same group as SOL, and the team has changed. Buy a little when the black swan event happens at 3 to 4. It's at the same level as SOL in terms of market-making.
CRV: Buy short-term when it drops to 0.26, one of the DeFi leaders.
NEO: The leader in domestic public chains, not playing much.
FLOW: An old public chain, fully unlocked. Invest in new, not old.
RP: No need to play, one of the concept coins for ETH staking. The market is active.
KAVA: An old public chain, following BTC.
CHZ: The leader in the World Cup fan coin, not expected to perform well.
USDP: Stablecoin.
GALA: A gaming chain, don't invest a large position, high uncertainty.
CFX: A strong coin, you can see from the 5-minute chart that the market-making is not active. Buy when it's low enough. The team is capable.
PEPE: If you like the meme sector, you can buy. After the public chain, after the application chain, and finally meme.
KLAY: An old public chain.
ZEC: An old coin.
PAXG: A gold stablecoin, similar to USDT. If you want to buy gold, you can buy this.
IOTA: An old coin.
GMX: Innovative DeFi, along with Pendle. Buy at 30, it will explode with strong regulation.
COMP: DeFi, no market-making, there will be speculative funds, not recommended.
LUNC: The father is Binance, treat it as a meme. It often has false breakouts, and only has a real market at the end.
BTT: Sun's coin for exploiting users.
CSPR: An old coin, not playing.
FXS: ETH staking concept, and algorithmic stablecoin concept. If you like it, you can buy a little. It's a partial mid-to-late market.
SUI: The project's funds are in FTX, and it went with FTX. The institutional cost price is 0.1, and there is downward potential in the long term. Only 6.55% is in circulation.
GT: Platform coin, not buying.
MINA: The team is not good, an old coin.
GUSD: One of the stablecoins, not many people use it, often unpegged.
TWT: The leader in wallet coins. If you like this sector, you can buy. The most stable is the public chain.
NEXO: An old coin.
DASH: An ancient coin.
WOO: A coin from a Chinese exchange, an aggregator, not recommended to play.
ZIL: An old coin, traded in 2017, no need to look at it.
RUNE: Not playing, a zombie coin.
DYDX: Long-term is not great, good for short-term trading. There will be a market when DEX is active. The market-making cycle is very frequent, and it's good if you have the skills.
CAKE: The lock-up interest rate has changed, not as good as UNI, no need to buy.
1INCH: After UNI's latest release, there's no room for 1INCH.
ENJ: No one is playing, no market-making.
MASK: A strong coin, often has a market. It's difficult to layout.
BONE: The team is there, but not for SHIB.
MX: The power period is at the intersection of the bull market.
AGIX: Unless AI is having a market.
WLD: If you have high technical skills, you can do short-term trading.
BLUR: Buy at 0.1.
FLOKI: Not as good as PEPE.
SSV: An ETH staking concept coin, no market-making.
ILV: The leader in gaming chains.
JOE: In the DEX sector, the consensus is good, the team is great, and the project is okay.
In the cryptocurrency industry, if you want to seize the next bull market opportunity, you need to have a high-quality circle, so everyone can huddle together and keep insight. If you're alone, looking around and finding no one, it's actually very difficult to persist in this industry. If you want to huddle together or have doubts, you are welcome to join us - Gongzonghao: Guanguan Shuibi.
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