In the planning and thinking for the second half of the year (long term), I have been thinking about the most important thing to do next. Recently, I had a long discussion with my friends in the circle, focusing on the problem of building positions in the big cycle. Although I have written several articles before, I feel that I have not thought deeply enough about this issue, so I decided to discuss the problem of building positions in depth with my friends.
For the big cycle, I tend to think that there may be a good buying opportunity before the Bitcoin halving. My logic is that in 2015 and 2019, after the bear market came out, it was not immediately into the bull market, but there would be unexpected market conditions, such as the 312 incident in 2020. Therefore, I think this is a good buying point. However, I also know that such an opportunity may not necessarily appear, so I began to think: If such an opportunity comes, how should I respond? And if the opportunity does not appear, what countermeasures are there? In addition, I am still thinking about how to better allocate the funds in hand and how to formulate a reasonable position building strategy.
Currently, I have a capital position of about 60%. Previous experience has taught me that when buying opportunities come, I often feel tight on cash, so this time I decided to be more patient and keep my cash reserves. When the market is bleeding, I want to have cash on hand so that I can respond flexibly. Therefore, I am considering how to balance various possibilities and develop a more flexible position building strategy. For me, long-term position building is very important and is also considered to be the most certain money-making opportunity. Therefore, I decided to spend more time thinking and find a strategy that suits me.
