This rise in BTC has hyped up two expectations. 1. Due to the war in the Middle East, the hype and the concept of gold have risen together for several days. 2. Hype the expectations of BTC ETF.
What I am thinking about is whether this is a short- to medium-term trend at the weekly level or a general trend in the mid- to long-term. This is more important and involves whether there will be a complete sector rotation.
This time, the rise is led by $BTC → $ETH → public chains ($SOL $LINK , etc.), while some L2s have not actually risen much. If the timeliness of the trend can be determined, will it rotate to L2+ mainstream, and finally rotate to What about MEME (such as $DOGE $PEPE)
There are several changes here that need to be noted. 1. The war in the Middle East will end quickly, which is definitely a good thing for global assets. Will BTC follow the trend and continue to rise, or will it follow gold and have a big correction?
. 2. If it is a short- to medium-term trend, then there is little chance of complete sector rotation. It may be a good strategy to make transactions, follow the mainstream hot spots in the market, and participate in a timely manner.
$VGX will hold a "final expense hearing" at 23:00 on September 13th (Beijing time). The court will review and approve various compensation and reimbursements for bankruptcy.
$FTT #FTX2.0 At 1 o'clock in the morning on September 14th, Beijing time, the energy of the two bankrupt coins gathered together during the FTX hearing.
Moreover, the two coins have not opened contracts in Binance, and the spot may be pulled together.
Suggestions for spot operation ideas, earn money from market sentiment, and leave the market before the news comes out. Observe and observe
If expectations of a halt to U.S. dollar interest rate hikes disappear
If BlackRock ETF is rejected
If the BTC halving fails to generate hype due to the macro environment and causes BTC to continue to plummet, what changes will happen to the space we are in?
If Trump wins the election in 2024, the global economy will have a chance to recover
If the United States leads the way in stopping interest rate hikes and speculating on interest rate cuts
If BlackRock ETF passes
If under these macro factors, Bitcoin is speculated to be halved again, what changes will it cause?
Of these two lines, only one will probably happen in the next year. Now the question comes? How to deal with it now? You are a small retail investor. You are a large institution. You are a big boss. What will you choose?
But the main reason is that the market makers have been waiting for this news, and they took advantage of the trend when the news came out. This is not a big negative in itself.
FUD1. Evergrande goes bankrupt, TEDA usdt owns Evergrande bonds.
fud2. Hype X sells BTC.
The main interest behind it is that Wall Street launched Paypal PUSD to seize market share.
But there are also upsides, the ETH ETF may pass before the BTC ETF.
This may be one of the main narratives in the next 2-3 months. With $OP $LDO $ETH and l2 under coinbase, there may be huge opportunities for the base chain to rise to the sky.
I try to think about it by standing on BlackRock's shoulders. #BTC#ETF this thing.
Institutions such as BlackRock want to bring about a wave of bull market, which is already a state of clear cards.
Their vision and the problems they see are different from the problems we see.
Since they want to drive an unprecedentedly grand bull market, they must consider the current macro factors. Financial environment, economic cycle.
Therefore, before this condition is met, the ETF will most likely be postponed indefinitely.
2024 is the time of the U.S. presidential election, and the situation will also change. For example, Trump will come to power and introduce economic recovery policies. The international situation will also change, and the global economy is expected to recover.
From this point of view, the monkey market may be longer than we expected.
Three perspectives: project party, hot money community, and you. How do you think about problems?
Most people may not even know who their opponents are, and they are not responsible for their own wallets. The currency circle is like a casino to them.
Some of my friends who have survived in this circle to this day are studying various strategies and using various tools. There are also some pure traders who have been practicing.
Most of the professions in this world are seeking outsiders, but we are seeking ourselves.
Seek outsiders, hope to gain the applause of others, hope to gain the respect of others.
Seeking self, living in your own world, you don't need applause or respect. What you pursue is to give yourself answers, or pursue your own ideals, and seek something for yourself.