Caima said:
Today I am thinking about how to invest in myself and the future and live a rich life. In this regard, we really need to learn from Buffett and Munger. I personally admire these two old men very much because they interpret the true meaning of investment. Updating the official account every day and trying to make money through trading in a field with large market fluctuations is really a test of human nature. If you are affected by the short-term market, it is really tiring and difficult to make money. Today's A-share plunge illustrates this point. The market teaches you how to be a person every minute and every second. Investment does not require overly complicated tools or strategies. Investors should choose companies and industries that are easy to understand and evaluate, and make long-term investment plans. Buffett advises investors not to over-trade, but to choose good stocks and hold them firmly to get better returns.
Back to the topic:
1. Overall performance of the market:
BTC maintains its previous judgment that 2023 has reached a critical time point. Although BTC has reached the dense chip area of the last rebound in the short term, it is generally at a relatively bottom position. Long-termists only need to invest on dips as planned. From last night to today, cryptocurrencies represented by BTC have performed well. The reason may be the surge in US stocks, especially technology stocks, yesterday, and the impact of factors such as Hong Kong's favorable news. For short-term or intraday transactions, we cannot predict, and we can only go with the flow. As Mr. Buffett said, we should reduce short-term transactions and seek larger cycles. Whether there will be one or three interest rate hikes in the future, the room for interest rate hikes is limited. This year may be the bottom of risky assets.
2. Track Analysis:
There is a saying in the currency circle about the rotation of sectors: public chain > defi > application (such as GAMEFI) > meme coins, etc. Another thing is to speculate on new things instead of old ones. This week's hot tracks are: Dragon One: Decentralization is the soul of the industry and the only way for the industry to develop. Corresponding varieties: DYDX, GMX, UNI, CAKE. Wallet echelon: SFP, C98, TWT, etc. The suspension of BUSD and the recent increase in supervision further reflect the importance of decentralized stablecoins. This leading sector needs to pay more attention to decentralized stablecoin-related varieties: FTM, FXS, ADA, CRV, AAVE, SNX. Dragon Two: This infrastructure construction sector (new public chain) and new coin concepts. Such as: OP, APT, (new coin BLUR, observe it), etc. Dragon Three: LTC and DASH, the concept of production reduction.
3. Short-term trading opportunities
Short-term trading depends on your own level and energy. If you don't have it, just seize the big cycle opportunities, especially the opportunities of mainstream coins. The currency circle altcoins make a lot of money, but there are also many people who are trapped. Short-term trading opportunities are suitable for short-term players. I pay more attention to long-term opportunities. Short-term trading funds are small and the frequency is also low. Short-term trading opportunities should be selected from the leading track. Find the corresponding varieties, draw lines at the 1-hour and 4-hour levels to find buying and selling points (the varieties that we mentioned two days ago that can be bought at a low price have all had a large increase, such as: OP, APT, GMX. I wonder if my partners have done low buying?)
Conclusion: Daily review is only for organizing one's own investment ideas. Views are also formed based on one's own cognition. The corresponding currencies are only for reference and do not constitute advice. DYOR.
