Teachings of the Master of Speculation 1.0: 1. The market is governed by laws, and the regularity of the market is due to the unchanging nature of human beings; 2. Wait patiently for the truly perfect trend of the market, and do not make predictive interventions. "Timing is everything". Buy at the right time and sell at the right time (this sounds like废话..) 3. Right is right, wrong is wrong. Do only the right things, and don't make mistakes on top of mistakes.
GM20240126 1) Market trend: The market fluctuated and fell, and the United States is going to deal with the btc inventory of the Silk Road. The US stock market rose. The ongoing tension in the Red Sea Shipping Administration pushed up oil prices to a new high in two months, delaying the Fed's interest rate cut. 2) Market热点: 1. The new altcoin of bn's ieo has skyrocketed, with a total market value of 3 billion US dollars. The alt market maker is gsr, who likes to pull up the market at the opening, and the wool shearers make a lot of money. The modular tia, manta, and alt have performed well in this round, and may become the main narrative. 2. Football fan tokens chz, santoz, and lazio rose. The market value of fan tokens is small, and they tend to rise against the trend and move independently. 3. The infrastructure dora rose, with a long-term increase of 10 times in this round. Dora originated from Polkadot's dao as a service, and later transformed into a hackathon incubator and developer platform. It also invested in many cosmos ecosystems itself. Competitors include gitcoin, etc. Dora itself is suitable for the bull market model. When the bull market comes, all public chains will do ecology and hackathons. Recently, there have been rumors of being listed on a major exchange. 4. The inscriptions ordi and sats plummeted, halving from their highs. The liquidity of the inscription is lacking, and only the brc420 series has performed well. It is about to issue l2. However, savm, the btc l2 that rose sharply in the early stage, fell by 80% from its high due to the撕逼. 5. The re-pledging eigenlayer will reopen the pledge on February 5. The tvl of ether.fi, swell, renzo, kelpdao, pendle, etc., which are re-pledged to撸airdrop, has grown rapidly. It is estimated that the re-pledging rate of return of eth is 40% (eigenleyaer airdrop 30%, small agreement airdrop 10%), but it is necessary to sacrifice liquidity and increase the risk of nesting dolls. Puffer finance is the only project invested by the founder of eigenlayer. It is a Chinese team and has not yet gone online.