#山寨季何时到来？

November 26 Market Opportunities and Strategy Sharing:

Current altcoins have entered a period of value reassessment from their "darkest moment". A short-term rebound has been observed, and opportunities for capture exist through the recent pullbacks that do not break. This is suitable for short-term operations.

In the macro environment, expectations for interest rate cuts have sharply increased, geopolitical risks have eased somewhat, and institutional channels have been confirmed, with some altcoins showing rebound opportunities that have long-term valuation potential.

RWA tokenization liquidity has increased, and ONDO/MKR can be focused on;

ETH ecosystem infrastructure is deeply tied to ETH's value (scarcity/staking rate) and is the core of the future L2 explosion, worth paying attention to ARB/OP/LDO;

In terms of institutional channels and valuation reconstruction, breaking through regulation and obtaining legal identity for institutions provides the greatest potential for valuation repair and reconstruction, with XRP/DOGE being a focus;

The short-term rebound may not have a large space, and the operation is highly demanding, with very high requirements for buying points. The better the buying point, the smaller the defensive space, and thus the lower the risk. At the same time, one must possess keen insight to make timely profit-taking when mainstream rebounds lose momentum, in order to lock in profits!