What Trump is doing now is using America's reputation to profit for himself and related interest groups, selling assets on a large scale.
Why do some stocks stop rising after reaching a certain height? The reason is simple: to prevent those who are trapped at high positions from easily escaping.
So why can new stocks of stablecoins like Circle soar repeatedly?
The reason is not complicated: they need to quickly drive up prices in a short time to attract funds to enter, which is similar to the virtual currency TRUMP launched by Trump.
Has Bitcoin's market reached its peak?
In my view, Bitcoin's market will always have potential because when it rises, you can go long, and when it falls, you can go short. Previously, the bull and bear cycles were four years apart, but now, with leverage trading, a complete cycle can occur in three months.
As for the spot market, at the point of $110,000, I personally feel it is mostly at its peak. The key is not the price itself, but whether there is enough incremental capital in the market to take over Bitcoin at $110,000.
A relationship that becomes erratic after being obtained often signifies that it is about to end; similarly, a market that approaches the end may be nearing its conclusion when all beautiful expectations have been fulfilled. Remember two years ago when the market was in a slump, and everyone thought there was no hope, yet many institutions, including Southern Fund, were crazily buying in at low points.
At that time, some felt that the fund launched in Hong Kong was a case of 'closing the barn door after the horse has bolted,' but looking back now, institutions and capital have long seen through everything, laying out their positions in advance, even passing through before the U.S. ETF.
Now the market is thriving, with major funds and companies actively laying out Bitcoin. Doesn't this scene resemble retail investors rushing to enter the market at high points before? Speaking of the industry, most retail investors have been battered by altcoins and are now firmly holding onto Bitcoin; is this the right approach?
It's emotionally understandable, but not necessarily rational. Because the timing is not right.
When you were at a low point, you didn't dare to believe in Bitcoin, but when it shone brightly, you rushed in. From a human perspective, it is understandable, but from a financial perspective, the possibility of being trapped at a high is greater.
Of course, at this time, there are still many people who believe Bitcoin can reach $150,000. Is it possible? Of course, it is possible, but the greater probability is that it will turn down with everyone's hopes, starting a new cycle. After all, institutional funds have not really flooded into the crypto space.
Circle surged tenfold in a month, and Guotai Junan’s international version increased sevenfold in three days. Although these funds revolve around the crypto concept, they haven't actually entered the crypto space. Every market cycle has its own gameplay; the times have changed, the scale of funds has changed, and strategies must naturally change, but unfortunately, many people are always slow to react.
How should we proceed from here?
I still say: When you encounter mountains, build roads; when you meet water, build bridges.
Be honest, choose good coins, and the returns will naturally not be bad. Bitcoin has come this far not overnight. Since the ETF was approved, its correlation with U.S. stocks has been almost in sync.
Bitcoin has indeed carved out a path from traditional finance, but with the strengthening of regulations and the improvement of stablecoins, it has become slightly like the awkward situation of Liangshan heroes before their surrender. Bitcoin itself is fine, but the holders and capital are becoming increasingly concentrated. The coin is uncontrollable, but the people behind it are relatively controllable.
When the interests are divided, politicians shake hands and make peace, and the financial bubble bursts, new stories and cycles will begin again. There’s nothing new under the sun. Bitcoin has collapsed countless times for various reasons in the past; another collapse is nothing special.
So, if over the past two years, you missed opportunities like inscriptions, runes, Black Gold π, TRUMP, BNX, Binance Alpha, BGB, and those meme coins like Hippo, Goat GOAT, upper and lower case NEIRO, as well as Ethereum at $1,400, SOL at $96, or even when Bitcoin's rainbow chart retraced to $75,000 during Trump's tariff war which caused U.S. stocks to plummet by 28%, if you couldn't seize those moments, then even if Bitcoin rises to $150,000 later, you probably still won't be able to catch it.
Ultimately, the issue isn't that there are few opportunities, but that when opportunities arise, you can't grasp them. As long as you can solve this critical point, there will still be plenty of wealth waiting for you in the future; otherwise, you will keep spinning in the same pit, repeatedly struggling.
In conclusion
If you still feel regret about the coins you held before, you can come to seek guidance and tell me about your position and confusion. I will do my best to provide you with the optimal solution for your situation. However, to ensure quality, I can only help up to ten friends each day to avoid confusion.
The road in the crypto world is long and full of obstacles.
Past losses have become history; what matters is looking to the future and planning rationally. Whether it's optimizing positions, adjusting strategies, or setting reasonable goals, I hope everyone can break free from the current deadlock and get back on track!
Those who do not understand or have questions about positions can refer to the introduction.
