The current situation indicates that the bull market has already started, which is quite certain. It can be said that the bull market is in the first stage.
The upcoming second stage is the most important, as it is the most profitable stage of the bull market, and missing the rhythm may mean missing the entire bull market.
Let's first introduce the characteristics of the first stage of the bull market. The features are that BTC is leading the rally, with only a small number of sectors performing effectively, and most Altcoins not performing well. The logic has been mentioned in the article I quoted, so I'll just copy it. 1) At the beginning of the market, market confidence has not fully recovered. BTC needs to surge to tell the market that a major bull market has arrived. 2) When BTC experiences a small correction, due to the previous difficult situation of deep Altcoin plunge, the panic psychology is severe, and Altcoins often have larger declines. 3) Altcoins often have a lot of trapped positions, and even the main force needs to pull up the market, which can also repeatedly wash the positions at key levels.
The second stage of the bull market: In the second stage, as the market confidence increases due to the rise of BTC, the funds become more active, and there are also a small number of sectors that have experienced a surge in the first stage. This situation is very, very wonderful. First, there are coins that have surged, and people's psychology will be defined by their gains. Then, since only a small number of coins or sectors have surged, the majority of the market has not made money, and some are even in the red. This will make most people extremely envious. As the saying goes, good brothers can lose money together, but I can't accept you getting rich while I'm losing money. This situation will lead to the biggest feature of the second stage: the hot sectors will continue to strengthen the wealth effect. This is because the sectors that have risen in the first stage are constantly promoting their benefits and beautiful future. What we need to understand is that the endpoint of the hype is not how many times it has risen, nor how high the market value is, but the disconnection of the buying capital. But at this time, the situation is the opposite, with a large number of group friends cursing the rich brothers on one hand, and asking the brothers to lead the way on the other.
So the overall situation in the second stage is that the market is generally rising, and the wealth effect of the leading sectors continues. As for the general rise, I won't go into too much detail. What we really want to find is the sectors that may have a wealth effect.
Personally, I think this sector is MEME. 1) The most critical point is that in the past month, the best-performing and most profitable sector has been MEME. 2) The MEME super-cycle theory, although this attack is incorrect, has been recognized by the majority of the market. 3) Binance has clearly strengthened its support for MEME, and the ordinary ceiling of MEME has been raised higher, with a significant wealth effect.
1. MEME on exchanges
The MEME on exchanges won't be as exaggerated as the on-chain ones, with thousands or tens of thousands of times, but it is suitable for large capital or as a heavy-weight target. In the bull market, only the MEME on exchanges can support large capital. If the market cap ceiling is calculated in the trillions, there is still the potential for a hundred-fold increase.
PNUT
PNUT is my favorite and will be the most important position. 1) Musk's new support, its status is second only to Doge, and it is incomparable to those MEME that have been liked. 2) PNUT is the symbol of animal rights and opposition to corrupt laws. And under Musk's promotion, it has also been linked to Trump's election victory. 3) A new coin on Binance, there may be a difference in hype between new and old MEME. 4) In the 2021 bull market, Musk used his influence to promote Doge and SHIB to become the king. If this bull market starts, Musk is very likely to promote a new MEME again, and PNUT should be the most suitable label.
ACT
Full name AI MEME, AI MEME has become the hottest topic. Although there are already several AI Agent MEME, ACT is the only one listed on Binance, becoming the first choice for exchanges to carry large capital. And like PNUT, it is also a newly listed coin.
2. High-quality MEME on-chain
Selecting high-quality MEME on-chain, the upside potential will not be small. If you're lucky enough to get listed on Binance, you'll be on the rocket. But if it starts to fall, it could be very violent, so personal position should still be controlled within a manageable range. I will spend a little time researching this area. Due to the large number of PNUT and ACT listed on Binance, the high-quality MEME on-chain have seen huge gains, and all of them have started to adjust in the past two days. If there is an adjustment, it is a good time to buy.
3. New MEME
This area requires real-time tracking of market hotspots and timely buying.
Position strategy operation
Now we are in the transition stage from the first stage to the second stage of the market, and the standard for fully entering the second stage is that BTC appears several green candle days at a new level. However, if we wait for the BTC green candle and then enter the Altcoin, the Altcoin prices at that time may be relatively high.
So the recommended strategy is to start gradually shifting the BTC position to other Altcoins now, with a focus on moving a little more to the key sectors, and a small position in other sectors. Personally, I had the majority of my position in BTC before last month. Since last week, I have gradually shifted the BTC position to other Altcoins, with a focus on PNUT and ACT.
