1. Macro dynamics
●Market trend: As the market continues to rise, it has broken through $40,000. However, $48,000 is the starting point of the last round of decline and is also an important pressure point in this round. The growth of new coins in this round is more gratifying. In terms of narrative, the growth of Bitcoin, AI, games, Solana ecology and Cosmos ecology is leading, while the performance of public chains is average.
●U.S. stocks rose, gold prices hit a record high. The market expects the Federal Reserve to cut interest rates soon next year.
2. Market Hotspots
● New things Inscription "ORDI, SATS" as an early test product of BTC ecology has achieved great success, with an amazing increase, and a group of people have regained their freedom. As Inscription ORDI continues to set new historical highs and successfully wins the leading position in the new asset class, it is inevitable that the market value will enter the top 30.
●The three dead groups in the bankruptcy series, "USTC, LUNC, LUNA", were popular for a while, and the amazing increase also trapped some people to watch the subsequent trend. The potential positive narrative of the thunderstorm platform "FTT" continued, and this wave of increase also showed its own future potential. Among the above currencies, Binance holds most of them, and benefits the most from the pull.
●The game craze is still fermenting, and the real hot time is quietly coming. Bigtime, Topia, and Lords are leading the increase.#Bigtimehas a short squeeze trend, and friends have a large number of positions holding spot. Topia is the original NFT World ecological update, and now has a market value of 300 million US dollars, with great room for growth. Lords is a full-chain game on Starknet, benefiting from Starknet airdrops. Blast's xpet game is popular among Twitter circles. A large number of investors are optimistic about BLUR's potential in the future. Whether it will become the second running shoe is worth looking forward to.
●AI series #olas , #TAO newcomers performed well. OLAS has risen 40 times this year. If you pay attention to it late, you will miss the big profits. AI sector Xinbi grok also has great potential. Although the currency grok is not directly created by Lao Ma, it has a close relationship with Lao Ma. There are currently no less than 10 public tweets on Twitter. The love for #grok abroad is as great as the love for ordi in China. I personally think that the future growth will be huge. Lao Ma's AI product is also called grok, and there will definitely be a lot of narratives in the future.
personal opinion:
Contracts will become more and more difficult to make, and the pin-spiking battle will slowly come. When going long, you must do a good job of stop-loss protection. Joint liquidation may come at any time. Yesterday, we saw institutions entering the market with funds of approximately 1.74 billion U, which can purchase about 44,000 bitcoins. The entry of funds into the currency circle this time is still astonishing. My personal opinion on this part of the funds: this part of the funds can be used to buy currencies for bullishness, or to short and then buy the bottom of value coins. As the end of the year approaches, you must keep a close eye on the contracts. BTC halving is expected to come, and spot fixed investment and swing spot are the most stable and effective returns. Be friends with time, and the wealth return will definitely be astonishing!
In November, it was emphasized that the bulk of the market had been buying call options. In early December, although the buying of call options weakened, it was still bullish and leading. During the pullback, we looked for opportunities to deploy copycat options and made profits, and retained part of the profits as a fixed investment in value coins in the bull market!
