Is investing in the crypto world always about worrying over entry timing and coin selection? When you spot the market trend, you fear buying the dip and selling the rise; this pain is understood by everyone. #加密市场反弹
Like $SOL , it is recommended to allocate 10%-20%-30%-40% in four portions, with a ten-point interval. Currently, a maximum of 30% position can be entered; at 150, it only reaches 60%. If it doesn't reach that, remaining positions can be added at key bull market nodes. Li Ge believes that SOL can double, and anything within 180 can be considered for entry.
Let's discuss $BTC . It is basically controlled by large funds, and retail investors have low returns, even if there is potential for doubling; few can hold. At the beginning of the year, it was said that breaking through 15W required the stablecoin bill to pass, two rate cuts exceeding 50 basis points, and the listing of small coins. Now it seems difficult; the resistance to rate cuts is the greatest, and Trump’s revelations about job data fraud have no follow-up.
A rate cut in September is highly likely, but relying on just one cut makes it difficult to reach 15W. The current BTC price is 114340, with a market value of 2.3W billion. To reach 15W, a market value of 3W billion is needed, which means a significant funding gap. The crypto world may need one trillion.
The US stock market, gold, and military politics all have an impact, and Europe is expected to cut rates in December. If only one rate cut remains, BTC is expected to break 14-15W, and spot users need to prepare to exit; if there is a second cut, wait for the window period.
This rate cut coincides with the listing of small coins, and the capital invested in Bitcoin and small coins could be 1:1, with new coins possibly attracting more capital. Domestic stablecoins primarily operate on the Ethereum chain, which has significant upward potential, but 5000 is a barrier, and consideration should be given to exit around 4500.
Technically, the Ethereum ecosystem is the largest. SOL is favored for its speed and cost; BNB is stable due to Binance, with growth close to Bitcoin, making it suitable for ordinary users. The prominent market shares and ecosystems are BTC, ETH, SOL, and BNB. TRX and XRP face the risk of being replaced by SOL. I am more optimistic about $XRP regarding spot entry and coin selection, which has been clarified.
In terms of contracts, if a rate cut comes in September, reference Bitcoin long positions to spot trading, averaging down in four portions. Those holding spot who want to trade short-term should wait for a strong breakout to go long; the oscillation can't last two weeks. If you can make 1000 points in the short term, exit and don't be greedy.
This adjustment isn’t deep; those looking to position can start preparing. Li Ge has already devised a plan; those who want to follow and agree are welcome!