A new week has begun. In recent days, the Bitcoin Volatility Index (63.24%) hit a three-month high before the US presidential election, and the overall trend has been extremely volatile.
Tomorrow is Election Day, and according to Polymarket data, Trump's chances of winning have been declining since their peak on October 30, falling to 55%, while Harris' chances of winning have risen to 45%.
Regardless of who wins the election, BTC will reach over $100,000 in the future driven by the trend.
As for how the broader market prices react in the short term, it is based on general market expectations that a Trump victory could trigger an increase in crypto market prices, and vice versa.
Many people had already reduced their risk before the election, and if Trump wins, FOMO may set in again.
And from the perspective of the long-term regulatory environment, Republican rule, led by the Trump administration, will be more relaxed on financial cryptocurrencies, especially DeFi and any industry with a revenue-sharing component.
In general, no matter who is elected, it will not change the future trend of the crypto market, it will only affect the short-term rhythm.
We are currently at a critical point in this cycle and now is the time to consolidate our position and lock in our goals.
Here is the portfolio I built and hold:
Tokens to hold for the long term:
These form the core and largest portion of my long term portfolio, and in recent times I have added to my SOL token position.
• BTC
• ETH
• SUN
Tokens to be held in the medium term:
These are the popular altcoins with larger market caps that I like this cycle, and I am considering using stablecoins to continue building these positions.
• PERSON
• PENDLE
• LINK
• ABOUT
• FTM
• LOVE
• THIS
Speculative behavior in the short term:
I will hold these tokens in the short to medium term, and will decide when to sell based on market trends, and will increase my holdings of these tokens when there is a sharp drop.
• RAY
• GRASS
• GOAT
• WIF
• ACT
List of coins to really focus on:
I am looking to buy these coins when they drop significantly.
• RUNE
• ZRO
• OWN
• TON
• NEURO
• ORDI
There are many exciting stories happening in this cycle:
• Encryption x AI
• MEME
• Solana
• DePin
• RWA
• L1
Choose 2-3 areas you are most confident in participating in. Going deep into a few of them will allow you to reap more profits than just having a superficial understanding of many areas. Don't try to catch them all.
Finally, let’s talk about ACT tokens. After all the deployers sold off their tokens, two trading platforms, Gate and Kucoin, launched the ACT project at the same time.
This also shows that ACT has a strong community, but unfortunately, driven by FUD sentiment, many people are still withdrawing.
I think they will soon capitulate and sell at a loss when they realize things aren’t going to get better anytime soon, and only time will tell where ACT ends up.
Risk warning: meme coins are highly volatile, so be cautious when buying at high prices! The above is only for information sharing, not investment advice. Please comply with local laws and regulations.
