Brothers, wake up! The cryptocurrency market is more lively than fireworks during the New Year, with BTC breaking 90,000 and ETH stabilizing at 3,000. Even those altcoins that sound like 'cutting leeks sets' (like BANANAS31, ORCA) have surged over 200% in a single day! The market software is all red, and the community is shouting 'the bull is back' louder than in KTV, but as an old hunter who has been 'hunting' in the cryptocurrency market since 2017, I must splash a bucket of cold water on you: this is not a bull return; it is a 'trap to lure traders' before the bear market hits the bottom. Those who rush in now are likely to become the ones left holding the bag!

Key signal: 'Market ballast' lies flat, the rise is all 'self-entertainment'

When judging the market, don't just look at BTC and ETH, you must watch the performance of the 'ballast' - the platform token BNB of the leading trading platforms is still stuck in the $800 range, not even touching 60% of last year's high! You must know that this thing is the 'barometer' of the crypto market. In a real bull market, it runs faster than anyone, after all, the revenue of trading platforms is directly linked to market activity, and entering funds always first speculate on platform tokens is a hard rule.

Now it's good, BTC and ETH are about to hit their previous highs, but BNB seems to be on pause; what does this indicate? There is no new capital, it's just 'robbing Peter to pay Paul' among the top coins, selling altcoins with the left hand and buying BTC with the right, looking lively, but actually it's 'internal circulation self-entertainment'. This kind of rise without the linkage of platform tokens is like a house without a foundation; a gust of wind and it falls, you might have a 'high platform dive' tomorrow!

Behind the hype: it's all air, not a single one can fight

What's even funnier is that in this wave of altcoin surge, I've looked at several of the coins that surged the most, and even after tearing apart their whitepapers, I couldn't find any viable application scenarios. Their team backgrounds are as vague as mosaics, and even the most basic token economic models are riddled with flaws - in plain terms, their rise is just relying on 'emotional speculation + short-term funds', a harvesting script that has been played out eight hundred times in 2017 and 2021!

A real bull market is never about 'junk coin carnival'! In the bull market of 2021, UNI (DEX leader) and SOL (public chain dark horse) first stabilized themselves based on technology and ecology before being frantically chased by capital. Now it's good, coins like ASTER and TAO, which have hard strengths, are lagging, while those air coins without applications are flying high. This is clearly a typical feature of 'trading small and new' in a bear market, just waiting for beginners to jump in and take over!

Exclusive position strategy from the old hunter: refuse bubbles, only bottom fish 'hard currency'

Back then, I started with a small capital and grew to my current scale by avoiding bubbles in bear markets and sticking to the core. In this market, 'stability' is the life-saving charm. My positions are divided into three tiers, beginners can just copy the homework:

Life-saving warehouse (60%): Fight for the 'four great kings'

  • BTC: The 'gold' of the crypto world, it never falls through in bear or bull markets; it will definitely be the first to recover in the next bull market.

  • ETH: The elder brother of the ecosystem, no matter how Layer2 rolls, ETH's foundational status remains unchanged;

  • BNB: Currently at $800, clearly undervalued. The moat of the top platform is in place; when the market warms up, it will definitely catch up;

  • SOL: The most active public chain ecosystem, applications land faster than anyone else, and when it drops, it's a bargain.

Potential warehouse (30%): Layout 'wrongly killed leaders'

  • TAO: AI + blockchain technology benchmark, hard strength speaks for itself, now underestimated by the market, holding it must be profitable;

  • ASTER: New force of Layer2, clear technical route, ecosystem is in an explosive period, belongs to the 'wrongly killed' stage;

  • UNI: Absolute leader of DEX, about to distribute dividends! This is the core of long-term holding, which I will emphasize later.

Entertainment warehouse (10%): Be cautious with leverage. If you really want to gamble for high returns, you can play with a small amount of leverage on BTC and ETH, but make sure to set stop-loss orders! Market sentiment can go crazy with no bottom line; don’t put your life savings at stake, just have fun, don’t take it seriously.

Why do I exclusively promote UNI? Because dividend compounding is the 'passive earning code'

Many fans ask me: Why prioritize UNI over other DEX leaders? The answer is simple - UNI is about to distribute dividends!

The core logic of long-term holding has never been about 'how many times it rises', but about 'compound interest effect'. When I held BNB, it rose from $1 to $1200, a surface increase of 1200 times, but considering past airdrops, quarterly dividends, and buybacks, the actual return exceeded 27,000 times! This is the terrifying compounding of 'increase + dividends', equivalent to 'money making money', much better than staring at the screen for short-term trades.

A straightforward example: Suppose in the next 7 years, UNI rises 50 times to $300 per coin, with an annual dividend of 5%; ASTER rises 100 times to $1000 per coin but has no dividends. Calculated, the actual return of UNI will be 30%+ higher than ASTER! Not to mention UNI is backed by the ETH ecosystem, with Vitalik's endorsement, and the DEX track is recognized by all the big players as the golden track - even Sun Yuchen (though he loves to cut leeks, his vision for the track is sharper than his cutting) is heavily invested in DEX. Can this direction be wrong?

Finally remind: The carnival in a bear market is all 'sweet poison'

Brothers, I started with a small capital, and the pits I fell into are more than the coins you’ve seen. The most profound lesson is: every carnival in a bear market is 'sweet poison'. Don't let short-term gains cloud your judgment; now is not the time to go all in. Hold on to core assets with fundamentals, patiently wait for a real bull signal. Wait until BNB breaks through $1500, and until ASTER and TAO start to lead, then it won't be too late to go all in!

#加密市场回调 $BTC

$ETH

$BNB