“Since Trump came to power, the cryptocurrency market has skyrocketed” is a phrase I've heard so often lately that my ears are almost calloused. So what happened? This former president, who has been hailed as the 'crypto savior', just stirred up new campaign excitement, and the market slapped everyone in the face with a loud reminder: the entire market size now is barely a fraction of what it was at the peak of Biden's term! Don't blame the policies for being ineffective, and don't resent the major players for being too cunning. Let's be honest today: the crypto world is no longer 'one heart', but has completely split into two parallel worlds.
Having been in this industry for eight years, I've witnessed three cycles of bull and bear markets, but I've never seen such a clear sense of 'division' in the market as I do now. On one side are the core assets heavily invested by institutions, treated like cherished children in the palm of their hands. Whether it's compliance products being approved or funds flowing in, they steadily reap all the benefits, no matter how volatile things get. On the other side are the small coins that once thrived on 'concepts', now turned into unwanted pawns, which just a day ago were trending and now quietly lie flat, losing popularity faster than summer ice cream melts.
Many old players still cling to the old saying that 'when a bull market comes, all flowers bloom.' Wake up! The current market is no longer the 'naive' one that used to spend money just to hear a story. Last week, I had tea with a friend from the asset management circle, and he was very direct: 'Now, money is scarcer than people; it only recognizes certainty and does not believe in grand promises.' What is certainty? It's the core varieties that have been tested by the market and voted on with real money by institutions; and those small coins that can't even write a clear white paper, no matter how flashy their packaging is, are at most a fleeting 'traffic beggar.'
How should we ordinary players survive? Don't blindly follow the trend and mess around; remember these three key points, which are more important than anything else:
First, your positions should be a 'pyramid'; core varieties should form the base, while small coins can only be treated as 'scratch cards.' In my own positions, mainstream core varieties account for 70%, and the remaining 30% I occasionally use spare money to play with new things; even if I lose, I won't feel heartbroken. Those who bet their entire fortune on small coins are essentially no different from gambling in a casino; they will eventually have to pay tuition.
Second, don't believe in 'insider news'; focus on the direction of funds. Institutional money never sneaks in quietly; it always leaves traces. I spend half an hour every day looking at fund flow data, which is a hundred times more reliable than listening to those so-called 'big shots' brag—money voting with its feet is the most authentic market signal.
Third, give up the fantasy of 'getting rich overnight' and learn to 'slowly become wealthy.' Over the years in the crypto circle, those who really made money have never been the speculators chasing highs and lows, but the 'old hands' who hold onto the core and are patient. Those who chase this hotspot today and copy that bottom tomorrow mostly end up with nothing.
To be honest, the current crypto circle is like an elimination match; those who can't keep up will eventually be eliminated. Only those who hold their bottom line and step in the right direction can stand firm in the storm. Every day I share my real-time operations and data interpretations in the circle; the core varieties I reminded everyone to pay attention to last week have already risen by more than ten points in the past few days.
Want to know where the funds will go next? Which varieties have opportunities? Follow me@男神讲趋势 #加密市场观察 $BTC
