Bull Market Rhythm Core: Contrarian Consensus, Grab Liquidity.
1. Rhythm Misalignment: The market often starts when there is a unanimous bearish outlook (end of 2023) and pulls back when there is a unanimous bullish outlook (March 2024). Currently, there is a huge divergence in the market regarding 2025, which may actually be the eve of the main upward wave driven by liquidity.
2. Core Strategy: "Grab both ends, let go of the middle".
· Grab one end: When there is a certain shift in liquidity, but market sentiment is desperate (like in 2023), position core assets at the bottom ($BTC , $ETH ).
· Let go of the middle: When the market is caught in frenzy and narratives are rampant (like early 2024), stay clear-headed and avoid chasing highs and becoming a bag holder.
· Grab the other end: When the market falls back into confusion and pessimism due to short-term adjustments, prepare for the liquidity-driven "second act" main upward wave.
3. Current Positioning: The Federal Reserve has started cutting interest rates, and global liquidity gates are loosening. After a market correction, it is in the "period of expected divergence". This is often a key layout window before the next trend starts.
Summary: Stay away from market noise and focus on the essence of liquidity. Look for opportunities in pessimism and maintain restraint in frenzy. The upcoming market will be driven by real liquidity rather than pure emotional speculation.
