Post
泵泵超人
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Yesterday afternoon saw DWF & Falcon Finance co-founder: Andrei said $BTC might have already bottomed, but there could still be an approximate ±15% fluctuation.
Then came a waterfall overnight, Bitcoin dropped from 72000 to a low of 60000 USD, with a decline of exactly 15%.
Not a bro? Andrei, you were quite accurate! 🤣
This time it should really be the bottom; BTC has been at a high for a long time. After the sharp drop, funds will gradually start to flow back in, and even those who were previously observing will choose to enter the market.
1️⃣ Institutions and professional funds are still actively positioning.
Professional investors and VCs are continuously deploying funds, focusing on:
RWA, infrastructure, and even some new projects based on grand narratives, such as more about embodied intelligence and even commercial aviation Web3 projects.
There is a relatively low inflow of direct buying in the spot market, and investors holding cash can currently secure very favorable financing conditions (low valuations, good terms).
Funds flowing out of BTC is more favorable for the primary market. This year, focus on the primary market; there should be quite a few opportunities.
2️⃣ New speculation, not old.
Restarting old projects and making them popular again is difficult; new narratives and projects are easier to attract attention and funds.
Most altcoins may be eliminated after this round of bear market, and only those with real business advancement and practical implementation will survive and rise with the market.
In the long run, this is also a good thing for the entire industry.
3️⃣ On-chain trends may be reignited.
Yesterday, I saw P Marshal A Feng @aa_AFeng mentioned this viewpoint, which somewhat coincides with Andrei's perspective.
When the secondary market isn't profitable, everyone will start to refocus on the primary market; retail investors will flow back in. MEME is the canary in the primary market, and soon there may frequently be a few big winners on-chain, perhaps it can start to sit and wait again.
The market has gradually approached the bottom, and the primary market and institutional capital are actively positioning in infrastructure, RWA, and new narrative projects.
Short-term fluctuations remain, but long-term growth is certain. The real key is not the market conditions, but the survival rate and selection ability of projects and investors.
Wish: We never leave the poker table. #加密市场回调 #BTC何时反弹？
{future}(ETHUSDT)
{future}(BTCUSDT)
Then came a waterfall overnight, Bitcoin dropped from 72000 to a low of 60000 USD, with a decline of exactly 15%.
Not a bro? Andrei, you were quite accurate! 🤣
This time it should really be the bottom; BTC has been at a high for a long time. After the sharp drop, funds will gradually start to flow back in, and even those who were previously observing will choose to enter the market.
1️⃣ Institutions and professional funds are still actively positioning.
Professional investors and VCs are continuously deploying funds, focusing on:
RWA, infrastructure, and even some new projects based on grand narratives, such as more about embodied intelligence and even commercial aviation Web3 projects.
There is a relatively low inflow of direct buying in the spot market, and investors holding cash can currently secure very favorable financing conditions (low valuations, good terms).
Funds flowing out of BTC is more favorable for the primary market. This year, focus on the primary market; there should be quite a few opportunities.
2️⃣ New speculation, not old.
Restarting old projects and making them popular again is difficult; new narratives and projects are easier to attract attention and funds.
Most altcoins may be eliminated after this round of bear market, and only those with real business advancement and practical implementation will survive and rise with the market.
In the long run, this is also a good thing for the entire industry.
3️⃣ On-chain trends may be reignited.
Yesterday, I saw P Marshal A Feng @aa_AFeng mentioned this viewpoint, which somewhat coincides with Andrei's perspective.
When the secondary market isn't profitable, everyone will start to refocus on the primary market; retail investors will flow back in. MEME is the canary in the primary market, and soon there may frequently be a few big winners on-chain, perhaps it can start to sit and wait again.
The market has gradually approached the bottom, and the primary market and institutional capital are actively positioning in infrastructure, RWA, and new narrative projects.
Short-term fluctuations remain, but long-term growth is certain. The real key is not the market conditions, but the survival rate and selection ability of projects and investors.
Wish: We never leave the poker table. #加密市场回调 #BTC何时反弹？
{future}(ETHUSDT)
{future}(BTCUSDT)
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