Insight财经

Now various altcoins are very cheap, in this situation, the more worthless coins are the less they are bought, and the price drops heavier.

If we continue to reduce the garbage, the better ones feel like:

First tier, the reason is that they still have income and buybacks, except for PYTH:
$ENA , $LDO , $UNI , PYTH, CRV, ETHFI

Among them, ENA should be the best, after all, it's the third largest stablecoin by market cap, this is a fact.

Second tier, the reason is cheap L1, L2. This is currently the most severely denied track by the market, but it should be able to cross the bull market. The project parties of OP and ARB are making relatively more money, so they should still have a future.

Of course, the above are relatively low valuations.

For relatively high valuations, like SUI, if it's 1.5 dollars, the diluted market cap is still 15 billion dollars. Of course, believers who think someone will pump it later can buy in, but I won't.

Coins like AVAX and ADA are clearly safer than the coins I mentioned above.

In fact, looking at the historical trends of these two coins in recent years, if we consider the decline level of 2023, altcoins overall still have more than 30% room for decline, so it's not surprising if APT, NEAR and these coins drop below 1 dollar or approach 1 dollar, but no one knows if it will reach that level.

If based on the decline level of 2020, there is still 70%-80% room for decline. At that time, ADA was around 0.075-0.1, not counting the kind of instant crash like 1011, if we consider it as 0.1, then looking at it this way, there is still 70%-80% room for decline.

This is the loss to be prepared for, because we don't know what the worst situation is like, so dollar-cost averaging is probably the safest method.

My biggest regret is that after 1011, I used up all the bullets I prepared for buying the dip in the past year at once. If I had dollar-cost averaged, the situation would have been much better.

SOL, BNB, ETH can be used as tools for both long and short. In fact, trading volatility with these three is more friendly. For example, ETH is likely to fluctuate between 1500 dollars and 5000 dollars for a long time, without worrying about going to zero or missing the sell.

I sincerely want to overall break even and enter ETH for trading.

$APT Your cost is so high? It's a huge loss.

MERL rose by 133%, it's time to sell. The market capitalization ranking is rising quickly.

I have an Ant position, just a little bit, selling it all.

The address in the image below can be scanned to see the changes in market capitalization ranking.

LDO is about to transform, it seems that the staking track has reached a bottleneck. They plan to build a comprehensive platform.

It is estimated that LDO will create some stablecoins, like Perp.

I wonder if LDO's buyback in December will arrive as scheduled.

$LDO

In 1011, this time I bought the dip but ended up on a hillside, and now I've lost 30% since then. The other portion of the spot trades has lost even more, basically close to zero.

This reminds me of the bankruptcy of Three Arrows Capital in 2022, when things weren't as bad as they are now. The overall atmosphere was a bit better.

Today, my friends talked about the era of Three Arrows Capital, but that isn't the worst.

The worst was the crash in 2023, when there was almost no money left. I think the best choice at that time was to buy the dip in COIN stock; it was equally desperate. I kept buying from $300 down to over $40, and later sold all at $360.

Let's see if this time, crying while buying the dip, we can recreate the state of COIN at that time. However, the fundamentals are different; COIN was the only listed cryptocurrency exchange in the U.S. back then.

Sigh, in the midst of panic.

Finding someone worse off than me, I can finally sleep peacefully:

"Maji" has been liquidated 145 times since the "1011 crash"

Lighter Airdrop Season 2 is now live! This project has secured 89 million in investment, the next $ASTER

Here are the most crucial steps for the Lighter Airdrop:
1️⃣ Visit the official website
2️⃣ Connect your wallet & register an account
3️⃣ Create an account and deposit funds
4️⃣ Start trading perpetual contracts, automatically accumulating airdrop points
5️⃣ Check the points ranking in real-time on the 'Leaderboard'

📌 Key Points to Note (Lighter Airdrop Mechanism)
250,000 points distributed weekly
Trading volume → Currently the most effective way to score points

There is a tutorial on Airdrop Fox👇:

The king-level ghost chain shared by my buddy's transaction fees:

In this round of the TGE of the king-level public chain,
Transaction fees generated in 24 hours:
Sonic - 930 USD
Berachain - 852 USD
Manta - 176 USD
Celestia - 92 USD
Story - 50 USD
Hemi - 45 USD
Movement - 3 USD
Blast - 0 USD

$S $IP $TIA

The future of Bitcoin is very difficult to predict; it seems we can only see if the heavens will grant us a meal.

I personally believe that investment should be based on one's own situation rather than unrealistic external analyses. However, if one really wants to do some analysis, you can pay attention to the following analysis:

$BTC Does a drop of 30 mean we have entered a bear market? Five major analytical frameworks to help you see clearly at once.

1. Fear and Greed Index: Extreme Fear → Sign of a rebound?
2. Technical Analysis: Trend weakening, but short-term oversold.
3. Fundamental Analysis: Structure still belongs to "mid-bull market correction."
4. On-chain Data: Weak, but not a panic-driven crash.
5. Market Cycle: Four-year cycle rewritten by ETFs.

Previously, everyone was worried about the AI bubble. NVIDIA's financial report is quite important, and the report came out yesterday:

NVIDIA's financial report was stronger than expected, and the anxiety over the AI bubble has eased in the short term.

The probability of the Federal Reserve lowering interest rates in December is only 33%, and it seems we will have to endure for a long time before relief comes.

The likelihood of a rate cut in December has plummeted to 30%! The minutes from the Fed's October meeting revealed serious internal divisions, with the only positive note being the halt of balance sheet reduction by the end of the year.

The only clear positive: the end of quantitative tightening (QT) will stop by the end of the year.

Despite increasing divergence in the interest rate path, the minutes still included a decision that was almost unanimously agreed upon: the FOMC will officially stop reducing the balance sheet and end quantitative tightening (QT) starting December 2025. This move is seen as a direct benefit to market liquidity and is one of the few reassuring messages in the minutes for the market.

Greed and Fear Index remains in a state of panic:

The death of the E-guard's heads is optimistic about the trend in December. The old friends in our group chat are all in a half-dead state, and no one is discussing the possibility of an increase anymore. However, will the judgment below happen?

The short-term risks of the US stock market and the AI bubble have been lifted, still optimistic about the liquidity starting in December, along with continuous favorable news from the cryptocurrency industry.

Yi Lihua: The short-term risks of the US stock market and the AI bubble have been lifted, still optimistic about the liquidity starting in December.