11.10 Daily Outlook
Let’s talk about hot spot turns and Mingdeng Sun Ge today.
No matter which level, big, medium or small, in a round of market conditions there will always be some strong performing varieties with both large increases and good shapes, while there are also some mediocre ones that go with the flow, and even worse, some dying fish. Just like looking for those resistant varieties during the weak market phase, the general rise phase is also the time to observe the muscle content of the bookmakers. In addition, you can also pay attention to the situation of the small leaders at any time to feel whether they are currently in the body or tail stage of the fish.
Taking the recent period as an example, the three small stocks TRB, ORDI and GAS that have blossomed belong to different sectors, and also represent the three forces of Contract Tuzhuang, BRC20 Xinzhuang and Hanzhuang respectively. There is not much intersection between them, and they mainly create an atmosphere of playing their own games; and unlike the situation in 2022 and the first half of this year when the hot spots were too scattered, it is rare to have the assistance of the overall market at present, and they have shown stronger endurance than expected. So before no new small leaders appear, we can indeed pay more attention to the rates and turning situations of the three of them. If two of them stall, we can start to be cautious about the attitude towards the copycats. If all three turn, we need to be wary of the copycat season entering the halftime break, and we may have to switch from offense to defense.
Next, let’s look at Sun Ge. This should be the rare time since he took on the identity of “Dark Lantern” that he did not cause much waves. However, the fact that he can talk about working on inscriptions on Tron shows that he does not really understand the essence of the inscription community.
Due to his habitual plagiarism and excessive marketing style, Sun's reputation has always been bad. Since he won the Buffett lunch in 2019, it seems that wherever he enters the sector, the sector will collapse. Therefore, he has been branded as the "industry's dark light". This is especially obvious during the rebound phase of the bear market and the bull market climax is no exception. Therefore, from the perspective of protecting the copycat season, I really hope he is just joking, otherwise the aura of cancer must be guarded against.
