Brothers, have you felt that the crypto world has become harder to play recently? The days when "a bull market comes every four years, just buy and you can make money" seem to be gone forever? Today, let's talk about this matter.

Old tricks don't work anymore

Do you remember back in 2017? The ICO craze, where just buying any coin could double your investment. In 2020, during the DeFi summer, mining yields were frighteningly high. But now? The market has completely changed!

Recently, I chatted with several seasoned investors, and everyone agrees: the old mindset of "waiting for the bull market" is now completely unfeasible. It's not that the bull market isn't coming; it's just that the current bull market is a completely different game than before.

The current market is like four parallel worlds

The current crypto world is like having four different game servers, each with its own set of rules:

1. Bitcoin: has become "old-fashioned"

The current BTC is no longer that wild child that doubles at the drop of a hat. Big institutions (like ETFs, MicroStrategy) treat it as a long-term asset allocation tool. The characteristics are:

1: Volatility has decreased

2: The rise is slow

3: More suitable for dollar-cost averaging rather than going all-in

It's like buying Moutai stocks; if you want to get rich off BTC, you have to be prepared to hold for several years.

2. Meme coins: professional casinos

The current meme coin market has become a playground for professionals. Do you think you're playing with other retail investors? Too young! The opposite side is likely to be:

1: Professional market makers

2: Quantitative teams

3: The dealer's team

: For ordinary people, playing meme coins is like going to a casino in Macau; you might win some small money occasionally, but playing long-term is likely to be giving away money. To play this, you need to learn to read market sentiment, rather than blindly "holding on to your faith."

3. Technical projects: the kings who persevered

These types of projects (like ZK, AI blockchain, etc.) are the most pitiful because:

1: Long development cycle

2: No heat in the early stages

3: Easily overlooked by the market

But once there is a technological breakthrough, it can often soar. Investing in such projects is like planting fruit trees, you must endure solitude. Many cut the tree before the fruit matures, resulting in missing out on the big rise later.

4. Small hotspots: quick in and out games

RWA, DePIN, AI Agent... these new concepts come like gusts of wind, arriving quickly and leaving just as fast. Each hotspot's lifecycle is about 1-3 months, and the gameplay is:

1: Early ambush

2: Run when the heat rises

3: Never fall in love with a losing battle

Many people die thinking "this time is different", and end up trapped on the mountaintop.

New survival rules

To make money in the crypto world now, you must first clarify:

1. Which "server" are you playing on?

2. What are the rules of this server?

3. Which one are you suited to play?

Stop asking questions like "Is the bull market here yet?" The real question now is: Are you ready to adapt to this new parallel market?

Remember: the market is always right; the mistake is that our understanding hasn't kept up. Either upgrade your thinking or be eliminated; it's that simple.

Regarding the contract team, we added a long position in Ethereum at 2560 yesterday and topped up at around 2500, achieving nearly 2x returns.

It's hard for one person to grasp; if you can't win, you join in, as an avatar.
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#BTC
#sui