After BNB broke its all-time high, the BSC ecosystem is indeed worth focusing on. From the perspective of market cycles, there are several key signals worth noting:
1. Capital Rotation Patterns
◦ The average dormancy period of BSC ecosystem projects has reached 9 months
◦ On-chain gas fees have dropped to recent lows, indicating a resurgence in trading activity
◦ The number of BNB holding addresses increased by 5.7% in a single week
2. Historical Performance References
◦ After BNB's new high in 2021, the BSC ecosystem experienced a 3-month explosive period
◦ The average increase reached 8-15 times
◦ This round may replicate a similar market trend
3. Operational Recommendations
◦ Priority allocations:
• Top 10 DeFi projects by TVL
• Recently funded infrastructure projects
• Established projects with stable trading volumes
◦ Maintain a 30% BNB position
◦ Set a 10% stop-loss line
• New projects are launching too quickly
• Contract risks still exist
• Avoid chasing already surging small-cap coins
Market opportunities often pass in the blink of an eye, but it's also important to maintain rational judgment. With risk control in mind, one can moderately participate in the rotation trend of the BSC ecosystem.
