這個市場是驚人的。

BTC 40k，25k，甚至 17k。

大家都很害怕！

而現在當BTC達到69k并回調時，大家就準備好用剩下的錢全力以赴了。

真正的 FOMO 開始了！

?

歷史總是重演。

這次清算規(guī)模超過 10 億美元，是我們長期以來見過的最大規(guī)模的清算之一。

現在還不是害怕的時候。

在 2021 年的最后一次牛市中，比特幣回調了 17%，接近 ATH。

之后，我們看到100%不間斷的增長，我們會做同樣的事情嗎？

現在是時候對未來幾周的流行敘述進行相應的押注了。

牛市提示：確定哪些代幣在下跌后恢復得最多。

這些代幣往往會在隨后的反彈中表現良好。

任何具有強勁基本面的代幣（中/大盤股替代品）顯然仍會反彈，并且按照當前的敘述將最大化您的回報潛力。

這是一個關鍵時刻。

敘述 1：L1

由于以太坊的高額費用，L1在牛市中受到青睞。

L1 代幣持有量：

1) $ETH ：

我不會讓我的 ETH 閑置，我會用一些 ETH 來換取 $BLUR S03 空投，

2）$ROSE

3）$INJ

隨著衍生品市場在鏈上發(fā)展，并擁有堅實的團隊/社區(qū)，對我來說，INJ 值得長期持有。

4) $SOL ：

5) $BNB：

6) $APT

敘述 2：L2

With ETH's capacity, I'm betting on L2 ahead of EIP 4844 upgrade to drive Rollup adoptionAs ETH fees soar further, applications/users will move to L2 scaling solutions without sacrificing ETH decentralizationTop rollup contenders poised to capture explosive growth as activity shifts away from crowded, expensive ETH

L2 token holdings:

1) $ARB :Not only held the airdrops I received, but also accumulated a large amount of capital during the decline. Arb hasn't seen a rebound yet, but I think it will soon.

2) $OP :Bullish on $OP as the leading L2 to gain mass adoption in the real world. With major partners like Meta/Stripe leveraging Optimism rollups, it's one of the biggest contenders for post-upgrade TVL spikes.Usage leads most L2s and should result in huge ROI

3) $FORGET，$STRK:The two new coins have been giving opportunities to buy at low levels, but no major gains have been seen.

4）$PUT

Metis will be the first-ever superfluid, self-sustaining L2.What does it mean?Metis will be the only ecosystem where users can flow seamlessly, forever. Even if the team behind Metis decides to stop work for any reason, the community will be able to run L2 in a decentralized manner for the next 1,000 years.

Narrative 3: The Bitcoin Ecosystem:

- BTC ETF approval + retail hype + 2024 halving will refocus mainstream attention on Bitcoin.Projects to expand BTC’s utility and access are poised for adoption among cryptocurrency natives and ordinary people as product awareness increases.A halving supply shock would highlight limited scarcity.Retail investors tend to chase narratives and therefore position themselves within the Bitcoin ecosystem before macro interests return.

BTC beta holds:

1) $SAVM :satoshivm is a layer 2 on top of Bitcoin that will enable fast, cheap and private transactions while inheriting Bitcoin's strong security.As the halving approaches, be optimistic that Bitcoin infrastructure will expand its utility.Scalability solutions like $SAVM can work around limitations without compromising decentralization.

2) $ORNJ :OrangeCryptoHQ is building a DeFi ecosystem for managing a variety of assets from Bitcoin to BRC20 tokens to Stacks and NFTs.As institutional interest and capital enters the Bitcoin ecosystem ahead of the 2024 halving, I believe protocols that extend Bitcoin’s interoperability to DeFi and NFTs will receive more attention and adoption.Well positioned early and long-term on $ORNJ.[Also mentioned by Binance in its airdrop plans to Inscription traders on its market]

3) $STX :Bullish on $STX enabling smart contracts/dApps on top of Bitcoin while leveraging its security.Proof-of-Transfer allows asset transfers between the BTC and Stacks chains, unlocking bidirectional interoperability.As adoption continues to pour in, solutions that extend functionality without compromising decentralization will shine.$STX is positioned to capture value as BTC base layer DeFi rises following the halving.

4) BAD:Bullish on $MUBI - the first bridge to easily transfer between BRC20 and ERC20 tokens. As adoption of the Bitcoin ecosystem increases, cross-chain interoperability becomes increasingly important.

5) $BADGER :Bullish on $BADGER’s use of Bitcoin as collateral for various on-chain DeFi applications.As adoption increases, Bitcoin's utility will inevitably increase.

Narrative 4: Artificial Intelligence

Generally relatively early stage, and need to consider future sustainable business expansion paths beyond creating different types of agents. Artificial intelligence becomes mainstream. As its adoption accelerates, it will also attract investor interest in web3.

AI token holdings:

1) $RNDRBullish on $RNDR’s AI/metaverse. As adoption grows, GPU demand surges. RNDR decentralized rendering is designed to capture this value.Beyond graphics, more use cases are emerging - video, medical imaging, and more.

2) $WLD:Bullish on $WLD with support from Sam Altman.Since the AI ??hype is centered around ChatGPT, anything Altman does with it is likely to become the centerpiece of the world's coin.The recent Sora update has WLD excited.Presumably WLD's traction reflects the enthusiasm for ChatGPT. There is also interest in palm scanning recognition technology, even if it is not yet proven.

3) $THEN :$TADA’s new web3 model - Pay people to provide speech data to train AI models. Talk to make money powered by Morningstar_vcAs voice AI expands, there is huge potential for growth. is a unique way to fund model development.

4) $AIT :Be optimistic about $AIT as a pioneer in web3 data infrastructure and on-chain artificial intelligence development.Train-to-Earn concept allows anyone to earn revenue while advancing AI models to capture the $200B+ marketDecentralized data markets powered by cryptoeconomics are an ambitious vision if executed correctly.Still in the early stages, they also recently partnered with $TAO.

5) $BCUT :An AI data network that provides analytics and forensics for NFTs.As adoption grows, provenance and insights will be key.$BCUT is the first to use artificial intelligence to decode NFT trends, floor prices, rarity, and more. Help evaluate assets, identify opportunities and uncover risks. The application of AI in web3 has broad prospects.

6) $AI :Binance Launchpool, catering to gaming and artificial intelligence requirements. Bullish on the crossover potential between the Binance ecosystem and the AI ??hype.

7) $LAI :LayerAIorg gains technology (zkRollups, new mining algorithms) so data spending can scale without centralized BS.

Narrative 5: DEFI

As centralized exchanges face huge regulatory pressure and assets need to find liquidity, DEX has great opportunities, especially the possibility of high-performance applications brought about by the launch of L2, which can focus on DEX opportunities on L2. On the other hand, there are huge opportunities for projects that enable non-encrypted users (including institutions) to access Web3. Projects that can extract as much as on-chain elements and provide a secure environment for non-crypto users will bring in a lot of money.

DEFI coin holdings:

1) $LENDS

$LENDS serves as Thorchain's lending platform - 0% interest, no overcollateralization liquidated loans.Innovative products + Thorchain’s liquidity have laid the foundation for it to become a major DeFi lending player.

2) $RDNT :$RDNT full-chain currency market enables seamless lending across assets and blockchains.The Radiant team leverages LayerZero to achieve cross-chain interoperability, and the passive yield for lenders and the ease of lending without liquidating positions are impressive and beneficial for the rdnt token

3) $STG :$STG serves as a full-chain liquidity center, enabling seamless cross-chain transfers and exchanges while accessing the unified pool.LPs earn revenue through volume and can access STG rewards, as well as governance supported by Layerzero itself.

Narrative 6: The Game

There is no doubt that gaming is the ticket to mass adoption of web3.Trillion dollar industry and entertainment needs are proven. For ordinary people, getting started is smoother than DeFi.People play games and make money. Huge operating space to bring a large mainstream audience to cryptocurrencies through the most natural bridge.

gamefi holds:

1) $ACE :I have been a steady hold on ACE since launch and have no current plans to sell.

2）$MXM：The dystopian virtual universe of MixMobOrigin pits us against an army of AI robots to save humanity + take back our culture.Sci-fi premise + secret mission.Backed by top gaming venture capital firms.

5) $GMT :I bought GMT a while ago and am holding on for the long term.The combination of fitness and crypto gaming is increasingly popular with mainstream users. The GasHeroOfficial game has been launched and is already burning with GMT supply. This is an exciting deflation mechanism that has the potential to address inflation concerns surrounding GMT.

6) $WINR :Optimistic about the $WINR protocol to transition web2 games to web3. Providing much-needed smart contract tools, liquidity, and token incentives are huge value-adds for nascent crypto game developers.Multi-asset pools solve the input/output token problem that arises. It’s still early days, but $WINR sets a promising foundation for interoperability and the growth of earning while playing on $ARB and $SOL.

Narrative 7: RWA

Tokenization of real world assets (RWA) and real estate. Blockchain in the real estate market is about to revolutionize the industry. Small or large investors, landlords, real estate agencies and even state agencies will take advantage of blockchain technology.

RWA token holdings:

1) $PLANET :PlanetReFi combines technology with celebrity influence to benefit society - unlocking fractional ownership and allowing fans to directly support causes such as sustainability.The GOAT Messi co-sign brings rocket boosters to reliable real-world use and adoption.Staking rewards are nice rewards, but the main argument is the exposure and credibility from high-profile backers, driving exponential growth in Web3 and IRL influence.

2) $OM :This is a hidden gem that no one seems to talk about. It is a true gem in the Cosmos ecosystem.

Narrative 8: Restaking

With major catalysts like ETF approvals and dancun upgrades on the horizon, I am very bullish on Ethereum and DeFi growth.

As funds move on-chain and ETH itself rises, advanced DeFi like Recollateral will see increased usage and adoption among crypto-native users.

Before the rush hits, position yourself early on in protocols that enable revenue optimization strategies.

Restaking token holdings:

1) $RSTK :Bullish on $RSTK enables EigenLayer to have liquid staking without lock-up. Modular re-hypothecation of staked ETH to ensure the security of interconnected services.Dual-yield mining ETH staking reward + Eigen point reward.

2） $ALL ：Mining $ALT on Binance Launchpool and staking $TIA via GOT airdrop, which optimizes the yield on staking ETH at rollup by re-staking. It also improves security and creates bridges between scaling solutions.

Narrative 8: DeSCI:

DeSci gives patients control—securely share, sell, or donate data on their terms, unlocking value for themselves and researchers.Tokenized coordination fixes the broken status quo. Healthcare is long overdue for openness and decentralization—DeSci makes it a reality.Still in the early stages, but in a leading project, adoption seems inevitable given a better alignment of benefits and access.

1） $LAKE ：Bullish on $LAKE , the only DeSci token I hold.Disrupting clinical trials via blockchain – patients control + monetize data while researchers access platform/incentives.DataLakeToken is now in real-world use, solving a multi-billion dollar recruitment problem.In the early stages of DeSci adoption, but a long term hold on $LAKE, this is a multi-billion dollar project in my opinion.

The topic is too long, so I’ll end it here.I still have a bunch of coins that I haven’t mentioned yet, and I haven’t mentioned them in detail enough. Will try to include them in next update.Thank you for reading!

熱點：代幣 歷史 反彈