crcl已经买了第一笔,在97,目前已经被套🙂
这两天在想,如果有机会,怎么抄底 1)在币圈,肯定还是btc,eth,仓位各30%,价格乐观一点,在btc上个牛市高点就开始定投 2)crcl,目前200亿市值,我感觉低了,如果有破发机会那就更完美了,以及把收入从吸血鬼手上拿回,发给股东 实在想不到业绩停止增长的情况,降息+熊市?😂,仓位15% 3)aave,目前回购是持续进行,市占率和盈利不大可能断崖式下降,唯一的变数就是回购的代币会怎么处理,仓位10%+5% 4)平台币(赌场),经历了太多的骗局,不对是叙事,已经麻木,满足什么真实需求?怎么破圈? 目前看,赌的需求是一定的,bnb,bgb,polymarket和其它预测市场的代币要看具体用处,仓位10%+5%
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