3d ago
分享一下我对目前行情的看法,我现在的观点是谨慎看多,不再像之前一样非常看好这个q4,不一定对,仅供参考 首先看多看空的理由都有很多,我看好q4的理由还没变,但是现在多了很多看空的理由,现在先两边都列一列 看多: 降息周期 川普还在任期 以太坊还没通过质押etf 天才法案通过后的一堆rwa稳定币还没有起规模 清了杠杆 链上有icm,中文币等有潜力的赛道 看空: 黑天鹅导致的暗雷还没显现,上次luna是隔了几个月才慢慢出来问题,有系统性风险的可能 黄金吸血,并且看汇率k可能还会继续吸,这次可能是对数字黄金的一次大反攻 做市商损失严重,场内明显流动性不足,比特币经常插针画门,更不要说别的山寨 山寨项目方开始做恶,昨天一连两单slerf,rvv,这一般都是熊市才出现的景象 综上所述,无脑看多的q4观点不能存在了,必须要更为谨慎,个人的策略是降低我主流币的持仓,换到稳定币挖矿以及更多的出金。链上的土狗我暂时还没动,实际上链上在川普发币之后已经熊了很久,最近刚开始复苏,二级出问题或许会有更多资金回归链上,我会在链上情绪转差了再减仓
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