Talk about the overall situation and trends
Recently, on-chain shitcoins, various teachers like to talk about sophisticated strategies, such as ICM, CMM, RWA. In fact, micro-strategies are not that complicated -- for someone who crawled out of the big A graveyard, it's just old wine in new bottles under a new cycle. The essence is the same. Let me break it down slowly:
1: Where does the money come from? The biggest expectation this year is interest rate cuts. Broadly speaking, the American economy needs it, President Trump @realDonaldTrump urgently needs it. To be more specific, various industries need it, because everyone says they want liquidity and funds.
So if the interest rate cut cycle comes (many teachers say there will be three cuts), and low-cost funds are available, how should they be spent? This is the second question below.
2: How to spend money? Every cycle requires a new story, new channels, new tracks, and new products. Only new things can be packaged and promoted. You can't play with the old DEFI and NFT anymore. As for infrastructure, firstly, everything has matured; secondly, everything has been thoroughly understood and we know how to play it. We need new things. For example, in terms of cryptocurrency stocks, buying US stocks used to be inconvenient, right? Difficult to register, difficult to exchange currency. Now, the cryptocurrency world helps you solve that, and you can also share the best assets of humanity (although we haven't seen a mature platform yet). For instance, RWA has picked up again. Previously, RWA could only enter the stock and bond markets, but now it can be packaged to enter the blockchain and cryptocurrency world. It can be further refined into high-end ICM. WEB2 quality assets no longer need to go through traditional investor meetings and PPT presentations; you can directly raise funds on the blockchain, which is simple, convenient and brings in money quickly. For example, @believeapp is touted in this way. Their founders have connections in the Silicon Valley internet circle and can connect quality projects to ICM, which stands for the internet capital chain financing. For example, the e-commerce furniture $dupe. Additionally, there has been some recent heat around the prediction market, such as the US company @Polymarket, which has become legally compliant, and a project $polyfacts has also emerged on the chain. This is a new way to play.
3: With money and gameplay available, where are the players? This is crucial. Every cycle needs fresh blood. As long as there is a profit-making effect, there will be countless people and money rushing to enter the market from the sidelines. Last year, the A-share market saw a 924 trend during the National Day week. Securities firms worked overtime to open accounts, aiming for the profit-making effect because, for ordinary people, making money can only rely on big trends and big opportunities, especially in the cryptocurrency world, where there is basically no value investment (the only bit available is the regular investment in a few mainstream coins).
Writing all this is not to belittle this trend and way of playing; on the contrary, for us professional speculators, these are precisely what we want to see: liquidity + new gameplay + new groups. I just want to tell everyone what the essence of gameplay under the liquidity cycle is. We need to look beyond the phenomenon to see the essence, and then, before the trend is established, find the best gameplay and tracks, expand assets together with the bubble, and withdraw in time to protect wealth.
It's still the same saying: ordinary people can only rely on big trends and big opportunities to make some money, and big trends and big opportunities come with various liquid, new gameplay bubbles.
If you understand, please give a thumbs up.