虽然BTC重返9万3,BCH创近期新高,WLFI也大涨后稳住,但是ETH和大盘相对股市,和各种利好的大环境而言还是落后了,随着继SEC主席后又一个加密友好新主席(美联储)确定,加密长达60天的熊市可能将结束。这60天是1011导致整个行业流动性严重下降以及四年周期共振和日本加息,政府关门等叠加,但是目前这些利空已消化,随着降息预期和加密政策双重利好,持续看好后续行情,投资永远不仅需要智慧还需要耐心。
ETH2700左右成交,这次彻底满仓了,整体仓位一直遵循三大赛道逻辑,大公链以ETH为主,同时配置BTC/BCH。交易所是BNB/Aster。稳定币重仓是WLFI,WLFI相当于USD1的BNB,而USD1是唯一有机会跨越式弯道超车的稳定币。我们没办法关注太多项目,专注在币圈三大赛道龙头,剩下的交给时间。
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