Looking forward to the bull market in the next two years, what are the necessary asset allocations in the long term?

The pie is still at a high level sideways, most of the cottages have risen after a wave, began a continuous adjustment trend, in recent days, the volume of cottages has declined significantly, the market is not enough to make money, so, the trading is not too active, maybe the big change is coming, the bull market without the ether relay is incomplete, so, the current market is waiting for the ether when to relay the pie, from the current pattern, the pie still has the power to continue to rise more than 40,000, the callback has not been called, the rise is also a little up, but, overall, since the pie has hit a new high in the year for many times, we still continue to maintain a bullish thinkingAfter all, the ether has not yet gained strength, and it is still too early for the Maverick to end!

Yesterday, RDNT bucked the trend and pulled up a wave, from a structural point of view, if the volume broke the suppression of the downward trend line, it should be the main force, if the pie is stable, RDNT should usher in a good wave of opportunities!

Secondly, yesterday’s good performance of the cottage IOTA, a single-day amplitude of more than 68 percentage points, as of the close is also up more than 47 percentage points, the market environment is good, the project side will also find opportunities to release a variety of good to pull up, if you can keep a variety of single-day more than 50 points of increase in fact, you can clear the position for other bids, after all, the current market, there are too many projects with rising potential, for some bids, compared with the project that has been storming, its profit and loss ratio is more appropriate! If there is no ambush in advance for this kind of storm pull project, don’t chase it at present, it’s not a big bull market, try to choose a low ambush, don’t chase up which projects have pulled up more!

Today, SUI and OP will usher in a relatively large wave of unlocking, especially the OP has been silent for a long time, after unlocking, there should be some performance, SUI’s trend, in fact, compared to some copycat performance, it is relatively strong, after today’s unlock, it is also one of the targets that can be laid out on dips!

Mainstream Currency Analysis:

ETH: Ethereum’s current daily line is slowing down, the medium and long-term indicators are beginning to turn downward, the overall short-term market strength is still there, and the medium and long-term tend to be bearish.

BNB: BNB intraday linkage is the mainstay, and there is no sign of strength in 4H.

XRP: Ripple continues to link the market, the intraday market trend has weakened slightly, just continue to hold on, the current almost stepped back to the bottom, and there is not much room for downward exploration.

SOL: The SOL linkage market is currently out of the triple yang and continues to maintain a volatile upward trend.

DOGE: Today’s market trend has strengthened, and the short-term daily chart maintains an upward pattern. Continue to link the market.

DOT: The intraday trend of Polkadot has weakened, and the current Polkadot is still at the bottom.

AR: Linkage market, the weekly sign is in a downward pattern, and it should be withdrawn on the dip in the short term.

UNI: The UNI market is weak, and the weekly indicator has turned downward. Judging from the market trend, if there is no major positive stimulus on the trend side, UNI will continue to step back on the market.

Bitcoin Bull Cycle Logic:

Stage 1: Consistency is bearish, BTC is out of the bottom

BTC: After the bear market continued to fall, when the bottom after the outbreak of the big bearish, the market quickly raised the price when it was unanimously bearish, and then fluctuated

Copycats: Due to the lack of liquidity in the market, only hot narratives and small-capitalization copycats have gradually exploded.

Retail investors: Leeks who left the market before began to pay attention to the market

Reference time: end of '22 to October '23

Stage 2: Swing upwards amid market divergence and suspicion

BTC:: Bitcoin is slowly rising, the market capitalization is increasing, and most believe that the bull market is yet to come

Copycats: Large-capitalization copycats have become active, the on-chain wealth effect has been born, and the super-falling currencies have risen rapidly

Retail Investors: Emotions are activated and retail investors (traffic) begin to enter the market

Reference time: October 23 to around halving

Stage 3: Ending in a large number of newcomers entering the carnival

BTC:: Bitcoin broke through the previous high of more than $60,000, and the market consensus expected a bull market, and then briefly fell back to the pin, and with the help of heavy benefits, it continued to rise and break through new highs to more than $120,000.

Copycat: When Bitcoin broke through the previous high, the important concept sector of the crypto market started the main rising wave rotation, and the projects with growth models rose most obviously, and the application layers such as games, social networking, and NFTs exploded, and the circle-breaking effect was obvious.

Retail investors: The wealth effect is obvious, a large number of newcomers have entered the market, various crypto market hot searches and news have appeared frequently, and various CX projects with new concepts have begun to appear.

Reference time: 24 to 25 years.

Looking ahead to the next two years:

A few principles: 1. The bull market will not make most people comfortable in the car, and they can only go to the end if they can hold it.

2. Liquidity is the premise of a bull market

3. Respect technical analysis and deny your own subjective judgment

4. Respect the cycle, there will be a bull market.

Slow bull does not mean that there will be no big fall, there may be frequent disgusting people (slow pull sharp fall) halfway, it is not excluded that there will be a super fall and a black swan, once there is, it is a good time to open a position.

“Long-term Essential Asset Allocation Track Portfolio”

1. L1 public chain

2. Ai

3.Defi+LSDfi

4.Gamefi

5.RWA

6.NFT

7.Brc20

8.POW

According to the personal funds, allocate 1-2 of your most optimistic coins on the track you are optimistic about

Note: You must invest in research in detail, and you must consider your own capital volume and long-termism

(Or focus on one or two tracks, dig deep and research, and don’t need to buy too many coins)

Why do you need a combination? Because it can go to zero at any time

Finally, there are many things that have not been written, such as specific opportunities, specific decisions, which are often not summarized in one article.

Source: Golden Finance