The world is bustling, all for profit; the world is bustling, all for profit to go! Hello everyone, I am your friend Lao Cui, focusing on digital currency market analysis, striving to convey the most valuable market information to the vast number of coin friends. I welcome everyone's attention and likes, and reject any market smoke screens!
After reviewing a considerable amount of information and conducting an in-depth review over the weekend, it is clear that the cryptocurrency market is indeed undergoing a transformation towards compliance. This transformation is not unique to the cryptocurrency space but is more about the confrontation between the two. Everyone hopes that Lao Cui can compare the national policies of both sides and analyze the future trends in the cryptocurrency market. However, due to various factors, Lao Cui cannot provide a deep explanation from a financial perspective. You can see this as a confrontation between the manufacturing and financial industries, where both sides have their victories and defeats. With the recent upgrade of OKB and the abandonment of related trading pairs, the cryptocurrency market has become a political battleground. Observant friends may notice some issues: under the explosive growth of Bitcoin and Ethereum, which are linked to the US dollar, OKB has instead opened up a short-term downward space. Although the critical support level of 200 is strong, it cannot escape the outflow of capital. This is also a result of competition between the two markets.
Due to the discussions sparked by previous articles, many friends are pondering why the Americans are so obsessed with job positions. Some of you have a rather extreme understanding of the financial market; the job positions Lao Cui refers to are not manufacturing jobs. The manufacturing return that Lao Cui advocates is not about low-end manufacturing; they want to grasp the source, which is research and development, high-end manufacturing. This is to improve high-quality job positions. Essentially, it forms a competitive relationship with the industrial upgrades we want to pursue. As long as there is competition, it will extend to all aspects. The recent movements of OKB further confirm Lao Cui's speculation. From a long-term development perspective, OKB is still worth investing in. If you have idle assets, you can try holding a portion of OKB. Although the recent returns are not significant, if you can hold it for 1-3 years, OKB will be the preferred cryptocurrency. The growth potential behind it will definitely far exceed your imagination.
The abolition of the USDC trading pair is not a bad thing; it is to make the channels controllable. At the same time, the space for SOL will be somewhat compressed. Regarding SOL's growth potential, Lao Cui does not have overly optimistic thoughts. From the beginning of entering the market, it has already been indicated that a 2-3 times growth is expected. This result is based on Lao Cui's integration of all data to speculate on historical highs. SOL will not become a favored target for capital like Ethereum or Bitcoin. SOL itself is already restricted; it is not suitable for large institutional investments. The harm brought by this double-edged sword is that it opens a low-cost channel for small cryptocurrencies. The depth of encryption is insufficient, and the fault tolerance rate is not high compared to Ethereum. Including this round of listings, Lao Cui believes the point worth investing in is the SOL channel used by Trump, and Trump himself places great importance on interests. Lao Cui feels that at least Trump will exert some pressure on the SEC, making the listing process somewhat easier. As the process of compliance progresses, there will not be too many small cryptocurrencies born, and the utilization rate of SOL will also decline, naturally limiting its upper limit. To put it bluntly, Lao Cui's current investment is merely focused on this listing opportunity for SOL, and will not consider heavy positions afterward.
With the recent emergence of OKB, it has also diversified some of Lao Cui's funds. At this stage, the cryptocurrency that Lao Cui has the highest returns from is actually OKB. At that time, when it was just over 90, Lao Cui suggested everyone to enter the market; I wonder how many were able to adopt it. I would also like to report Lao Cui's recent average prices of cryptocurrencies. Ethereum has remained unchanged, and Lao Cui has not increased the position, with the average price still around 2400. Meanwhile, Lao Cui has also sold part of the position between 4000-4500, which is about one-third of the total, as previously reported. As for the profit part, some SOL was added, so the average price of SOL has been pulled to around 170, and SOL is currently in a heavy position. It has been supplemented to nearly 1000 coins, with only 30 coins remaining for Ethereum. OKB was entered at around 93, and the current average price is around 110, with approximately 930 coins held. Currently, only about 10% of the position is reserved; this fund may be used for short-term contracts, and losses are not a concern, serving to hedge against the heavy position in spot trading.
Lao Cui is also aware that many friends have not yet entered the market, especially new followers; they are particularly eager to know how to plan future entry points. First, regarding key cryptocurrencies, OKB can be held, but it should not be treated as a contract. Currently, OKB can be said to be the cryptocurrency with the largest volatility in the market, and due to the appreciation of US dollar assets in the short term, OKB will have a short-term downward space, which is a consequence of competition. If you handle your spot trading well, you can actually maintain a daily return of around 10%, but the entry point must be kept near the new lows every day, and you can try to make some spot swings. For Ethereum, Lao Cui does not support entering the market at this stage, especially in comparison with SOL; the current price comparison shows that SOL's doubling will appear much easier. From a value perspective, SOL may be more worthy for users who have not yet entered the market to hold. Even if Ethereum can double, the required capital is too large.
Regarding the exchange rate of stablecoins, the China Merchants Group has indeed made a relatively objective evaluation, suggesting that the CNY exchange rate may return to the 6 range. Indeed, interest rate cuts will lead to a wave of depreciation of the US dollar, benefiting from the strategy of a weaker dollar. In the short term, this possibility does exist. However, for those of you holding spot assets, the exit will almost certainly be planned after this year's interest rate cuts. At the end of the year, due to foreign trade and foreign exchange settlements, there will be a wave of exchange rate growth. Moreover, in May of this year, the price of the US dollar even reached between 7.3-7.4. If it returns to an exchange rate of 6.8-6.9, the impact on everyone will not be significant; instead, it will promote growth in the cryptocurrency market. A lower exchange rate is a favorable message for the cryptocurrency market, and Asian assets may favor US dollar assets even more. For foreign trade, this impact will be even greater. Do not only look at trade with the US; although it has been decreasing year by year, trade with other countries mostly uses US dollars for settlement. This regulation is not something we need to worry about; someone will control it. Do not let the exchange rate affect your operations; the depreciation rate of the US dollar cannot keep up with the rise of cryptocurrencies. Do not lose big over small matters; try to maintain your exit for cashing out at the end of the year.
Lao Cui summarizes: Considering the overall economic situation, the most worthy investment is SOL, while the highest return may be OKB. It depends on how you control your ambition. Do not be misled by the above text; Lao Cui holds almost the same number of SOL and OKB, but the required capital for the two is completely different. The position of OKB is only about half that of SOL, as the average price is only around 110, and Lao Cui has plans to exit OKB soon. The risk is somewhat high; OKB is almost in another market. Users with faith can enter and hold some. The trend of Bitcoin does not need to be predicted; Bitcoin can currently only be seen as a barometer of the cryptocurrency market, more like an index effect. The capital that should enter the market has already been preemptively positioned. Lao Cui still estimates this year's high point to be between 13-15, with Ethereum's high point in the 5000-6000 range, SOL at 2-3 times, and OKB similar to SOL, but OKB is calculated based on Lao Cui's average price of around 90-110. You can choose to buy selectively as needed. At the same time, contract users must operate with a bullish mindset, setting daily profit-taking and stop-loss points, and try to control profits around 10%, without being too greedy.
Original creation by WeChat public account: Lao Cui Talks About Coins. For assistance, please contact directly.
Lao Cui's message: Investing is like playing chess; a master can see five, seven, or even ten moves ahead, while a novice can only see two or three moves. The master considers the overall situation and the big trend, not focusing on one piece or one territory, aiming for the final victory. The novice, however, fights for every inch, frequently switching between long and short positions, only competing for short-term gains, and often finds themselves trapped.
This material is for learning reference only and does not constitute trading advice. Trading based on this is at your own risk!
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
