11.26 Market Thoughts

1. First, from the perspective of market capitalization ratio (currently 58.5%), then looking at the ETF outflow yesterday, and examining the exchange rate of Ethereum, we can determine that we are currently in the bloodletting phase for BTC. Since the background is established, how should we make money?

2. The sector rotation has just begun, and has not continued due to the influence of BTC causing a pullback. This is better; as long as any coin fully recovers yesterday's decline, there will be an opportunity for another rise today;

3. The metaverse, established public chains, and Ethereum's layer 1 and layer 2 have all moved. Currently focusing on blockchain games, storage, and inscriptions which have not moved yet, but it feels like the inscription sector is heavily weighed down and hard to lift. Then we look for coins in these sectors that have either declined yesterday or pulled back to their starting points after a drop.

Storage Fil: No correlation yesterday, support at 5.45, 5.3;

Blockchain Game Bnx: Followed the decline yesterday, today pulling back to the starting point, support level at 0.56;