In the morning, while walking in the park, I thought about the upcoming strategy:
A portion of the funds will continue to maintain a certain risk exposure in strong chains and strong narratives, hoping that there is still FOMO and capital accumulation in a specific battlefield. ( @BNBCHAINZH USD1 narrative, AI narrative, Kaito system )
A portion of the funds (the majority) will focus on stable income defense, aiming for passive income, even if the market declines, I won’t panic (including holding BTC, BNB, and various USDT), participating in various CEX benefits distribution, chain new listings, deposit interest/earning points, and various arbitrage opportunities.
A portion of the funds will mainly focus on small bets for big gains, entering some potential targets with low market cap, such as the previous $Candle $Labubu $King and some tokens on bnbchain, as well as high-quality tokens on @virtuals_io genises.
The rest of the altcoins that might be okay but lack strong narratives will be put on hold for now, waiting for a more certain market condition to re-enter, such as RWA, GAMEFI, etc. After all, the current market liquidity is still limited, and in the future, it might be possible to get better prices.
Actively ambushing high-quality tokens that have not yet issued coins, deeply participating in projects before their TGE through various methods such as word-of-mouth digging, capital digging, and manual digging. This kind of participation yields cash flow; the odds of value are good at any time, but the previous method of just grabbing tokens may not work anymore, and one needs to adapt to new formats.
In the future, besides hedging with perp-dex, I will reduce contract operations. A review of the past month or two shows that the big money was made from discovering on-chain Alpha. Contract operations need timely attention to market changes; if there isn't enough energy, it's better to simplify; one cannot catch every fish.
Reduce the frequency of calls and try to conduct in-depth interpretations of the targets I deeply believe in and hold heavily (1%+), with a beginning and an end, rather than just shouting without regard for the consequences.
Here, I remind my readers that I will focus on the progress of many projects, but it does not mean that I am necessarily holding them at the moment.
Because the fundamentals of the project and the secondary price may not be directly linked in the short term, for example, $Huma @humafinance. Both @Wuhuoqiu and I think the project is decent, but the generous airdrop strategy will inevitably lead to significant continuous selling pressure. After a short-term market focus, there will also be a shift in attention, with funds withdrawing to chase other hotspots, causing pain, along with the impact of the secondary market.
However, if the market turns around in the future, I will consider placing it in bottom-hunting targets. So, some of the projects and tokens I mentioned are not necessarily a call for everyone to immediately bottom-fish; I hope everyone can have their own judgment ability and be responsible for their own wallets.
Just sharing casually, typing on my phone might be a bit messy, but please bear with it. I hope everyone has a good harvest in June, bless.
Today, the girl walking in front of me has really long legs 🦵🏻, she doesn’t even need to pull them, the proportions are unbeatable, and the yellow leaves are pleasing to the eye.
