Spot Buying Guide:
Bitcoin BTC: Hold and don't sell, bullish in the long term to 100,000 or even 1,000,000
Ethereum ETH: Must clear leverage funds before a bull market can arrive; deflation may not be beneficial, better to stick with Bitcoin's stability; this bull market may not rise as much as the last one
BNB: Buying at the bottom is not as cost-effective as Bitcoin and Ethereum, platform activities are also weak
XRP: A coin backed by American consortiums and banks, its explosive period is at the beginning and end of a bull market, first rises and then drives other public chains
DOGE: No need to buy, market cap is inflated, better to buy newly launched Meme coins (like Pepe).
ADA: Similar to XRP's consortium coin, better to buy XRP directly
Solana: The big players have changed, strength is okay, but too many people are stuck
TRX: A coin from Sun, don't touch it
MATIC: The project is good, but the price is high; it may drop to 0.3-0.4 in the second half of the year
LTC: Better to buy Bitcoin directly
DOT: Old coin with a lot of stuck investors, don't play
SHIB: Outdated Meme coin, better to buy Pepe
AVAX: Institution-controlled coin, not necessary
BCH: Has been declining quietly since the Koreans entered the market
LINK: Leading oracle, may rise more than Bitcoin, but not as good as new coins
UNI: Too many stuck investors, don't buy
FIL/ICP/ETC: Trash projects, stay away
Potential Directions:
L2 (Layer2): The main players in the next wave of market, like ARB, OP, but ARB's launch valuation is too high; OP is cheaper, consider if it retraces below 0.9
New Public Chains: APT is a buy with closed eyes at 4-5, there will be opportunities in the second half of the year
Meme Coins: Only buy Pepe, speculate on new ones, not old
GameFi and L2 Combination: For example, IMX, wait for the gaming sector to warm up
Pitfall Warnings:
Sun's coins (BTT, TRX), old coins (XLM, NEO), zombie coins (LEO, RUNE) should not be touched
Stablecoins (USDT, USDC) are for hedging, don't treat them as investment products
Metaverse (SAND, MANA), chain games (GALA) are unlikely to rise, don't bet on them
One Sentence Strategy:
Hold Bitcoin steady, buy the dip near 88,000; wait for Ethereum's leverage to clear before laying out; small positions in L2, new public chains, and Pepe can be tested, but avoid all old coins and consortium coins altogether