Many old friends asked me, if a big bull comes, how to allocate chips and which sector to ambush first to maximize the efficiency of capital utilization and maximize profits.

First of all, let's take "the bull market is coming" as the premise. As for whether it is really coming, we will not discuss it for now, because the topic is too long, and various great gods have also made analyses. You can choose the analysis you believe in. It is purely lucky that I entered the currency circle in 2013. In the past 10 years, I have witnessed too many "shooting stars" of great gods. I have not seen many who can analyze the big trends clearly. Most of them are hindsight. In the process, they said both positive and negative things. Then, when the big bull came, they took out one of the remarks, "Look, my analysis is right". So let's talk about some trading strategies and share my own operating ideas to stimulate discussion.

Back to the topic, the coins/sectors that Niu recommends to ambush in the early stage are:

1. BTC, in the early stage of the bull market, Bitcoin will take the lead, and its increase will be greater than that of most mainstream coins. This is counterintuitive, because many people think that Bitcoin is too big and it is too difficult to pull the price. It is recommended that you don’t worry about it. Bitcoin is not pulled by retail investors’ money... The price of Bitcoin is promoted by institutions, financial giants, and even some wealthy people who don’t care about the cost. As for why they don’t care about the cost, you should know that there is a kind of people in the world who are not short of money, and they are very capable of making money in reality. They control the cash cow and money tree industries. The logic of their buying BTC is completely different from that of retail investors. Retail investors buy coins to make money, while some people buy BTC simply to pursue asset diversification, risk diversification, regulatory avoidance, or even xq etc.

2. Platform coins. When the market environment is good, the "casino" business will be good, and its tokens will naturally rise in value. In each round of bull market, many old mainstream coins will be left behind/eliminated, but the platform coins of mainstream platforms will basically reach new highs. This probability is very high. Of course, there are very few exceptions, but what I mean is that the probability of making money with platform coins is greater. After all, you have to choose from hundreds of mainstream coins, and there are only a few platform coins of mainstream exchanges. In fact, it is similar to the early stage of the stock market bull market, when brokerage stocks take the lead; the way is simple, and the underlying logic of many investments is actually the same.

3. Public chain coins, L0 and L1 concepts, such as the recent increase of $SOL, the public chain protocol $MINA that exploded yesterday, and the new public chain coin $APT that was pulled up before, the domestic public chain light $CFX that exploded yesterday, etc. It is recommended to ambush small-cap public chain coins because they have no ecosystem... Prefer those that are relatively active on Twitter, especially those with favorable news recently. This requires individuals to work hard on information collection, and join more active community groups, especially old communities, such as our community hahaha

4. Infrastructure tokens. There are actually many of these tokens. They test your ability to collect information and your mastery of existing projects in the cryptocurrency world, that is, your experience. In short, no matter what other people are talking about, you can always join in the conversation. This is something that new investors cannot do. For example, the oracle sector, the foundation of Defi, has increased 10 times since its bottom. The oracle sector also includes $LINK and $API3.

Another example is the RWA concept, which is one of the hottest topics this year. There are even more infrastructure tokens, such as $mkr, $polyx, $tru, and $link. In fact, many old DeFi coins can be linked to RWA, which is quite embarrassing. So I have never been very interested in the huge concept of RWA. Although I also attach importance to this matter, I may feel that this direction is difficult to grasp in terms of investment. For RWA, I tend to look for some new coins with small market capitalization and more correct concepts. In the past two days, $polyx has risen well.

5. New concepts, how should I describe this type? They have the greatest risk, but if the bet is successful, the return is also the greatest. It is not simple. For example, many old people should know the STO concept in the previous round, but it ended in vain, and many of them are pseudo-concepts and lack moats. There are two clearer directions in this round. One is#ordinalsin the BTC ecosystem and inscription protocols such as brc20. There are also many tokens now. If you are optimistic about this direction and have a large amount of funds, you can buy a few of the top ones, such as $ordi, which has doubled from the bottom recently. At present, the ceiling market value of tokens in this sector is still $ordi. The other is web3 applications "grafted" based on traditional mature web2 mature apps, such as the TG BOT track (Master, Banana, Unibot, etc.). They are all based on Telegram, and TG itself has a large user base of more than 800 million. Now this diversion effect may not be obvious (from the on-chain data of several TG BOTs, the daily active users are not large, only a few thousand), but if the mad bull comes, this data may surge. Now we have also seen gambling projects based on TG, such as the one a few days ago The $REKT promoted by the founder of Bitmex is similar; even new mainstream currencies may emerge from such web3 projects grafted on web2

6. Meme coins are the easiest sector in the cryptocurrency circle to get rich quickly (with the greatest risk), the most fomo-prone sector, and the sector that is least dependent on project parties (in fact, meme coins may not be better than project parties~); remember, in every bull market, $doge will reach new highs. As long as BTC dares to reach new highs, Dogecoin will dare to start the ‘mad dog mode’. It is also the sector that is least dependent on gorgeous institutional backgrounds. It is rooted in the grassroots, and whoever wins the grassroots wins the world. As for the investment logic of meme coins, I always believe that it is still "centered on Lao Ma". Whether it is Dragon One Doge, Dragon Two Shib, or a bunch of big meme coins below, such as Baby Dog or $floki, they all rely on Lao Ma's traffic, because Lao Ma is indeed a totem of meme coins~ And Lao Ma never talks about any technical coins (maybe he doesn't like it...), whether it's defi or brc20, he never mentions it, or even likes it, and meme coins, Lao Ma supports doge, the whole world knows~ Then there is $BTC, which Tesla also holds, but BTC is actually a meme coin, which is another topic, so I won't expand it for now. For meme coin investment, large funds still recommend fixed investment in doge. I have held doge for almost 10 years, and I am still investing in it. Quoting Lao Ma's words: 'Who controls the memes, controls the Universe'