Swords are coming! The recent market performance is flat, and the continuous decline has exacerbated market panic. Many people choose to sell at a loss or "not take each other's orders". This is exactly when we should prepare our chips and choose the right targets. When the market reaches the freezing point, it is the best time for us to buy. According to past experience, the altcoin season may be coming soon. Buying on the dips of the altcoins mentioned below may bring you 10-100 times the return in the altcoin season!
Why ETH/BTC is so instructive, because when holders convert their BTC into altcoins, the currencies with the most transactions with BTC tend to react first. From past performance, ETH/BTC has continued to decline since September 22. Currently, the activity on the Ethereum chain has dropped significantly, and gas has dropped to 10gwei. When ETH/BTC breaks through 0.06, there is a high probability that there will be a large-scale surge! A similar structure also appeared in 2017, and once the obstacle was broken, it was smooth sailing.
To judge when the market reaches the freezing point, we can refer to the total value of Bitcoin and the crypto market. In the last bull market, the total market value was as low as 1.13 trillion, and 1.13-1.8 trillion was the best period for bargain hunting. In this bull market, the overall capital volume is incomparable. It is expected that the total market value will be supported at 2 trillion, which is also the best time to bargain hunt. In addition, Bitcoin is in the range of 57,000-59,000 US dollars and 48,000-54,000 US dollars, which is a very suitable time to enter.
Bull market investment firstly focuses on investment tracks. In this round of bull market, the investment tracks that need to be laid out include BTC ecology, Gamefi sector, RWA sector and AI sector. The targets selected in this thread are all high-quality targets in their respective tracks. According to previous cycles, the first to explode in the cottage season are high-market-value tokens such as ETH, followed by medium and low market-value tokens, and finally return to Bitcoin. Next, we will distinguish different tracks and introduce them separately:
1. BTC Ecosystem
Just like Ordinals, the runes that emerge after the halving will intensify the expansion of the Bitcoin ecosystem. As runes are listed on top exchanges, they will bring huge wealth-creating effects in the future. Institutions and users will pay more attention to the Bitcoin ecosystem, which will prompt the continuous improvement of infrastructure. The Bitcoin ecosystem has turned into a long-term narrative! In the previous tweet, a detailed introduction has been made.
① @OrdiswapLabs - $ORDS
Oridswap is a liquidity protocol that is a reintegration of the BRC-20 standard and Ordinals. It adopts a modular architecture and combines off-chain server management with BRC-20 tokenization to ensure security and efficiency without relying on on-chain smart contracts.
Current coin price: $0.0996
Market capitalization: $24.46 million
Trading channels: @bitgetglobal, @gate_io, @MEXC_Official
② @Multibit_Bridge - $MUBI
Multibit is a cross-chain bridge protocol between the BTC network and the EVM network, designed to enhance BRC20 liquidity and promote the development of the Bitcoin ecosystem. By staking $MUBI, you can earn additional $ORDI tokens as rewards. Currently working on expanding to runes.
Current coin price: $0.1142
Market capitalization: $110 million
Trading channels: @bitgetglobal, @gate_io, @MEXC_Official
③ @LeonidasNFT - $DOG
$DOG is the rune etched at position 3, and is also the Dragon One of the runes. It is not reserved by the project party, but is distributed in the form of airdrops and held by the community. For a more detailed interpretation of $DOG and the best escape strategy, please refer to the previous tweets
Current coin price: $0.0038
Market capitalization: $388 million
Trading channels: @okxweb3, @MagicEden, @unisat_wallet
2. Gamefi Section
Since April, there have been 24 financing events in the Gamefi track, with a disclosed amount of US$83 million alone, becoming the mainstream of Web3 financing! #Gamefi, as a high-quality track that is always popular and has excellent logic for going out of the circle, is ready to go! The latest daily active user data is 3.31 million, which is 1.6 times the highest value in 2021! For a detailed introduction to this track, please refer to my previous tweets
① @GoGalaGames - $GALA
Gala Games is a long-established Web3 gaming platform and an entertainment complex that integrates #GALAGame,#GALAMusicand #GALAFilm. Its strong team, decentralized construction and comprehensive model of "xx to earn" provide enough capital to cross the bull and bear markets!
Current coin price: $0.044
Market capitalization: $1.33 billion
Trading channels: @binance, @okx, @bitgetglobal
② @Ronin_Network - $RON
Ronin is an Ethereum sidechain built by Axie developers, with obvious performance advantages. After introducing @pixels_online to Ronin, the user base exploded again, and many leading games also joined one after another. Most of the DAU growth of the entire track can be said to be contributed by Ronin!
Current coin price: $2.76
Market capitalization: $866 million
Trading channels: @binance, @okx, @bitgetglobal
③ @Immutable - $IMX
@Immutable is an L2 solution for NFTs on Ethereum. As a public gaming chain, it provides players with instant, gas-free transactions. @illuviumio is the leading game on the chain. The transaction volume on the chain achieved a huge leap in June last year and maintained steady growth!
Current coin price: $2.02
Market capitalization: $2.9 billion
Trading channels: @binance, @okx, @bitgetglobal
3. RWA Sector
#RWA, or tokenization of real assets, is a grand narrative to solve the liquidity problem of real assets in the future and reach a market size of 16 trillion by 2030. On March 21, BlackRock officially launched the RWA fund BUIDL, allowing investors to earn income from cash and U.S. Treasury bond portfolios while holding tokens, which will further increase the development of this track! For a detailed introduction to this track, please refer to my previous tweets
① @OndoFinance - $ONDO
@OndoFinance is an open, decentralized on-chain investment bank. Some of its core team members come from institutions such as BlackRock and Goldman Sachs. On March 28, it announced that it would add $95 million in assets to the BlackRock BUIDL Fund, and has a close relationship with BlackRock.
Current coin price: $0.76
Market capitalization: $1.05 billion
Trading channels: @bitgetglobal, @Bybit_Official, @gate_io
② @goldfinch_fi - $GFI
@goldfinch_fi is a decentralized credit protocol that aims to unite the global credit market and achieve decentralized credit assessment. Its latest round of financing includes investors such as Coinbase, the infrastructure provider of BlackRock's BUIDL Fund!
Current coin price: $2.93
Market capitalization: $83.97 million
Trading channels: @bitgetglobal, @gate_io, @coinbase
③ @DuskFoundation - $DUSK
@DuskFoundation is a privacy-focused and compliance-focused blockchain that uses ZK cryptography for private transactions, aiming to bring institutional-grade assets into anyone's wallet and enable seamless interaction between cryptocurrencies and traditional assets.
Current coin price: $0.32
Market capitalization: $135 million
Trading channels: @binance, @okx, @gate_io
4. AI Sector
AI is one of the most important narratives of this bull market. OpenAI plans to release GPT-5 this summer.
, which is likely to become the trigger for a new round of AI boom in the crypto market. Blockchain technology can create valuable AI solutions for various industries, making it possible to collect, process and develop more reliable models for AI data, and is an indispensable technology in the new AI era.
① @rendernetwork - $RNDR
@rendernetwork is a leading provider of decentralized GPU-based rendering solutions. Its parent company @OTOY is a Hollywood post-rendering company founded in 2008. The project aims to use idle GPU computing power to revolutionize the digital creation process.
Current coin price: $7.62
Market capitalization: $2.96 billion
Trading channels: @binance, @okx, @bitgetglobal
② @ionet_official - $IO (no token issued)
The project spans the concepts of#AI+#Depin+ #Solana, and hits almost all the hot spots of this bull market! It can effectively solve the computing bottleneck under the background of rapid development of AI, and provide cheaper, more efficient and customized services to the artificial intelligence market than traditional cloud computing companies. It announced the token economic model on April 16, and the token issuance is imminent!
③ @nosana_ai - $NOS
Nosana is the world's leading GPU distributed computing network. The platform provides a distributed GPU grid, allowing anyone to rent GPU computing power without having to pay the high cost of centralized IDC servers. Nosana is solving the problem of GPU shortage in the market and making it easier for companies to obtain cloud computing power.
Current coin price: $3.17
Market capitalization: $266 million
Trading channels: @gate_io, @MEXC_Official
Summary: "Others are fearful, I am greedy" is not entirely correct. When the market falls into a correction and panic, we should calmly analyze and choose high-quality tracks, such as BTC ecology, Gamefi sector, RWA sector and AI sector. These are the main themes of this round of bull market and should not be missed. Judging the right time to buy the bottom, such as ETH/BTC breaking through 0.06 and the total market value of the crypto market falling to about 2 trillion, and taking positions when the market pulls back to the limit can often maximize our gains in the bull market.
It is said that you can cross the sea with a sail, but there should be no long wind. The above is all about buying on dips and preparing for the copycat season. If you like my article today, please give me more reposts and likes, I will be very grateful🙏🙏
