It is the best strategy to choose value coins and hold them for a long time. It is very easy to lose everything if you speculate.
Has the cow returned? Dare not say. But which coins can be traded in Niu Hui, this matter must be prepared.
According to various statistics, the track that made the most money in the first half of the year is known to be Meme, but the track that lost the most money is vc currency, but you may not necessarily know the currency. They are all kings: strk zk, etc., the more famous the name. , the worse the loss.
In fact, everyone knows that the value of coins in the crypto is not big. It is a common phenomenon that valuable coins have no value. Therefore, it is not about looking for value, but thinking from the perspective of chip distribution and narrative.
1. Narrative and recommendation of Meme track
In fact, the essence of narrative is how many people believe in a certain currency and promote "it can still rise". At this point, Meme is the best, but unfortunately they all have a large market value, such as $pepe $wif $brett etc. are all good, but those who promote them must use powerful slogans such as 10 billion or even 100 billion.
This kind of coin has the largest number of "people who believe in and promote it", and the chips are fully circulated. It is nothing more than pvp for everyone. Generally speaking, it can be considered. However, due to its large market value, perhaps some new ones with a smaller market value can be considered.
It is worth mentioning: inscriptions and runes. I may have personally lost a lot of money on runes in this section, so I feel that this section is very fragmented. They are "people who believe in and promote them." The number is not as good as the big memes above, and the lack of follow-up is more serious, so I personally may not take action as a main consideration.
I think the new memes are mainly focused on Binance, which has good liquidity, $bome, $neiro, etc. The lowercase neiro is currently mainly uppercase and lowercase and available on various chains from a narrative perspective, which is a bit uncertain. At the same time There is no information on whether foreigners can play it or not. If it is like Inscription, its stamina will be weaker, but it is worth continued observation.
2. Narrative and recommendation of value currency track
This is actually divided into two categories: new coins and old coins. The new coins are actually not particularly worth recommending. After careful research, the chip release is too powerful, so I will give up all the new coins for the time being. If you have any special recommendations, Welcome to give advice in the comment area.
Old coins refer to those chips that circulate better, and old trees bloom new flowers. Here I have a few options.
Write them in reverse order according to the degree of attention - because the lower the degree of attention, the more likely there will be information gaps.
1. DeFi Satoshi Nakamoto’s $FTM
Not many people pay attention to this coin, but its performance has been relatively strong secretly.
The chips are distributed in full circulation and are currently undergoing a new upgrade. They are fully compatible with evm. All rewards are for developers. There are several highlights that are likely to attract more hype at the narrative level:
*DeFi Satoshi*
Many people may not know who AC is in the FTM team. Simply put, he led DeFi and is called Satoshi Nakamoto of DeFi. It is enough for newcomers to know this.
Now that there are less people calling orders like SBF in the crypto this round, although AC should be more cautious this time around (which is a good thing), it will overall have a very eye-catching effect - no other project can be so awesome. And people who have topics to talk about.
*Beyond parallel evm*
Parallel evm is a track that has started and is waiting for further hype. Recently, there is a coin called sei with a market value of 3.3 billion. The market capitalization is very cheerful. It is the pioneer of parallel evm narrative. There is another market estimate behind it that may be tens of billions. The monad of the King of Heaven. In high-performance public chains, sui 13.8 billion, SOL 66 billion, etc. are all on the same track.
The performance of FTM is currently judged from the test network and other situations, and it may become the fastest EVM-compatible public chain.
From this perspective, whether it is a monad that has not yet issued coins, a sei that has issued coins, a sui that is selling every day, or a SOL that has already reached 70 billion, in comparison, the cost-effectiveness ratio of 2 billion ftm is very good, and naturally You can reap the dividends of public chains with large market capitalization - SOL, sui, monad. The more you pull the market, the faster the speed, the smaller the market capitalization, and the projects with top experts calling for orders will consume more energy. If there are more projects above, Or Meme, I guess it can take off.
*Relatively small risk*
When this coin has no new narrative and is in the worst bear market, the bottom is around 0.3, so the current price is 0.6, and the ultimate fall space is 50%. This is compared with strk, arb, and zk, which have a market value of tens of billions and are released every day. , the difference is quite obvious.
*A bit like 10u's SOL at that time*
I saw a bit of SOL's reversal of adversity feeling in it - SOL was around 10u at that time, which was a bit similar to today's ftm. There were also very few people paying attention, but the team was still actively building, and it suddenly soared. .
At present, the mainnet of the project is about to be launched, and the distribution of chips is good. Official Twitter from the audience, offline activities, developers, hairdressing, etc. are very lively. The currency has been relatively strong since I started paying attention at 0.45, and is slowly rising.
2. Lending King AAVE
This agreement is very old, and the chips are fully released. It is engaged in the lending business. Even during the worst bear market, the annual income was tens of millions of dollars.
In the past, AAVE tokens were mainly used to release incentives to the protocol, so there has always been selling pressure. Now the release is almost completed, and the next step is to provide fee dividends.
There are several protocols in the crypto that have passed the test of time, can continue to pay dividends to users, and may they get better and better? Maybe I can’t even name a few.
DeFI is one of the few things in the crypto that has proven long-term value - in fact, this is also the reason why I noticed the ftm project. DeFI Satoshi Nakamoto's name is too famous.
In addition to dividends, AAVE has several other points worthy of attention:
For example, Trump's new defi project uses AAVE as the underlying infrastructure. In the future, BlackRock and others will basically focus on the eth chain and AAVE.
There is currently a big event on base, cbBTC. There are tens of billions of dollars of BTC to be put on the chain on coinbase. The biggest possibility of putting it on the chain is to pledge and lend usdt to increase leverage for currency speculation. Now AAVE's tvl may gain 10 times or even more With great growth, if everything goes well, the valuation may increase by 10 times.
I was originally wondering whether everyone would come up with a loan agreement, but later I found that the possibility was getting smaller and smaller, because borrowing involves the safety of funds. In fact, it is a dirty job, and you earn a commission from the interest. , but once a risk occurs, it will be a disaster. Therefore, a mature protocol and mature team like AAVE may be the first choice.
Therefore, the lower limit of AAVE is a stable agreement with full circulation of chips and dividends. It is similar to a company with a valuation of 2 billion, which can earn tens of millions of dollars every day and distribute it to currency holders. The lower limit is already relatively clear.
3. ETH
You may think this is still necessary to write? I think it is worth writing. Although ETH has various problems and everyone is ridiculing it, eth is still the best and most valuable currency.
What does V God have to do with falling in love? I hope he falls in love more, gains more experience, and finds his sweetheart. As for the current amount of FUD, I think this is actually a good time to buy - it does not mean that it will not fall again, but it is a relatively good time.
For example, I saw that there was a perpetual contract exchange, and orders were called by MC. I thought at that time, what if there was a contract exchange on the SOL chain, and a large order was placed and the market crashed? It's quite uncomfortable. ETH is still reliable and trustworthy.
ETH belongs to unless the crypto disappears, otherwise it will still be the second most important currency - because every fud may be a gift.
3. Others
It is really not easy to speculate in currencies. Generally speaking, it is the best strategy to choose value coins for the long term. It is easy to come up with nothing if you speculate.
In addition, after the interest rate was cut by 50%, the US stock market rose the most - stocks with a market value of several trillion yuan still surged. It really gave me a revelation: don't think that it is too high or too low. You can never estimate the madness and greed of human nature.
If you hold high-quality chips and don't move, interest rates will be cut + water released in the next two years. Good times are not far away. Everyone holds high-quality chips and it is expected that the average return will be 5-10 times in the next two years.
