Boom💥
To put it simply, the selection logic is that Fartcoin is expected to drain the SOL ecosystem due to Pumpfun's token issuance. I believe Trump is using the news from the dinner to create a favorable situation to pump and sell, and I've been looking for opportunities to short. Additionally, projects like Griffain, Goat, and Chillguy have increased several times from the bottom, but this wave is not leading the charge; it's just following along, compounded by the lack of sustained driving force in the projects themselves.
Also, when I short altcoins, I always use low leverage, as referenced in previous tweets.
这一波行情让我觉得很像去年三四月,当时BTC在三月中旬突破了新高73k,然后回调到60k,又在四月初重回72k,但是很多山寨币在三月底冲高后就进入了长期下跌趋势。而这波目前看来,很多山寨币的高点在5.10-5.15出现,即使BTC在5.22创下新高,大部分山寨都没有回到高点。
上一波最猛的WIF一个月涨了十多倍,而这波比较强势的币从底部上来也有类似表现,例如Moodeng 17倍,Fartcoin 8倍,Virtual 6倍,很多中小市值山寨也都有2-5倍涨幅,但是从推特情绪来看,大家却依然在苦盼山寨季。
究其原因,大概还是因为BTC和山寨表现的割裂,大家所期待的山寨季或许是比特币新高作为明确信号所开启的全面大普涨,事实却是大部分山寨币的涨幅早在比特币新高前就已经走完,剩下的只是在比特币的不断震荡中持续阴跌。
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