avatar
Allen Ding 鼎
Follow
Founding Partner of @ResearchNothing | Founder of @ebunker_eth | Founder of @Dbunker_Network|Former Chef Analyst & Head of Staking @Huobiglobal | DYOR
Posts
avatar
Allen Ding 鼎
Thread
In the broader sense, the crypto still has two more opportunities for ordinary people, while in the narrower crypto, it may only have one last opportunity left. Opportunities in the broader crypto: 1. Tokenization of US stocks (i.e., RWA) After the China Securities Regulatory Commission (CSRC) fined Futu Changqiao, it will be even more difficult for mainland Chinese citizens to buy US stocks. Tokenized US stocks/contracts on crypto exchage will be the only opportunity. This profit opportunity will not stem from the rise in native crypto assets, but rather from the rise in US stocks and the arbitrage opportunities between US stocks and tokenized assets (I think this potential is huge). 2. A Long-Term Slow Bull Market for BTC Driven by Large-Scale Fund Allocation: Globally, there are currently nearly $300T of large-scale fund allocations. Assuming that 1% of these incremental funds enter the crypto over the next 5 years, that's $3T. Currently, the total market capitalization of cryptocurrencies is only $2.5T. This direct influx of $3T would drive at least a 5x increase in market capitalization, meaning $2.5T ➡️ $17.5T, approximately 700%. This market capitalization expansion is likely to be concentrated in the top-tier cryptocurrencies (specifically BTC and ETH). As for the last wave of opportunities in the narrow crypto, I see it in the long-term bull market of BTC. When there is a huge value gap between BTC and US stocks, BTC will have a chance to catch up quickly, which will then activate the rise of assets in the entire crypto sector, which is what we used to call the alts season. If this opportunity truly arises, it will be the best time to exit the altcoin market. Remember to liquidate your Altcoin.
BTC
1.76%
loading indicator
Loading..