$AIA $UNI $ZEC
Share several scattered but practical market views for your reference:
1. Recently, many people are pessimistic about the bear market, but I do not agree. The core driving force of this bull market is institutional funds, with institutions like Bitmine continuously increasing their holdings, and on-chain whales are also accumulating, especially the upward momentum of ETH has not diminished.
2. Mainstream coins are currently in a high-intensity turnover cycle, with quality mainstream assets accelerating their concentration in institutions, while retail investors are continually accumulating various junk meme coins and altcoins, which can also be corroborated by the outflow data from centralized exchanges.
3. The market is currently in a fluctuating upward channel, holding core assets requires a bit of courage, and even more, a belief in value.
4. The concept of 'investment philosophy' is very much like the 'corporate culture' mentioned by Duan Yongping—many people find it empty and useless, but it is precisely this that determines who can last in the market.
5. The vast majority of meme coins are essentially garbage, yet retail investors love to sift for gold in the muck, finding joy in it. If one must participate in the game, they should choose targets like ping that have a clear narrative and can form a positive feedback loop.
6. Uni's activation of the fee switch will become a key variable in the crypto industry. In the future, any altcoin that lacks revenue capability, dividend mechanisms, and actual empowerment, regardless of how many people shout for it or how glamorous the investment lineup is, is essentially garbage.
7. Retail investors whose cognition cannot keep up with market iterations will soon be eliminated. This specifically refers to those still stuck in meme speculation, blindly chasing VC-backed coins, and the way out is often very direct: losing everything and leaving the market.
8. Some voices believe that retail investors leaving the market is a bad thing, but institutions do not see it that way. This world never lacks retail investors; when institutions control most of the chips of mainstream coins, they only need to guide the price to attract a wave of new retail investors to take over.
9. In a few years, retail investors will find it increasingly difficult to buy real BTC spot; instead, they may have to settle for various BTC-related derivatives.
10. What should be done right now is to continuously lay out core asset spots, do less fussing, and follow trends less. In the market, the survivors will be kings.
