Investment logic of the inscription leader order

Source: Dao said the blockchain

Many readers often ask me about ORDI fixed investment and buying.

Today, I take ORDI as an example to share some basic ideas about fixed investment and buying with you.

first,The basic standards I measured on the fixed price and buying price are the same. Mainly two indicators are measured:

First, what is the full circulation market value (FDV) of a target;

Second, the market value of this target is compared to the 10th coin and the 10th coin, which is still a potential rising space.

What currency can be fixed, and what currency is just buying?

I mainly depend on whether this currency has been tortured by the bear market.If it has experienced the torture of the bear market, the value is still strong and the consensus is still strong, then I will consider fixed investment; otherwise I will only consider choosing to buy in the downturn.

We take Ortica as an example.

As of writing a manuscript, its unit price is $ 73, and the market value of full circulation is 1.5 billion US dollars; the 20 -ranking coin is BCH, and its full circulation market value is 4.8 billion US dollars;The market value of circulation is 11.5 billion.

Let’s look at Ordi and BCH first.

As one of the starting points of a series of innovations in this round of bear market and is still the first of all subsequent homogeneous tokens, ORDI’s imagination space is definitely larger than BCH, and it is much larger than BCH, and it is much larger than BCH, and it is much larger than BCH, and it is much larger than BCH, and it is much larger than BCH, and it is much larger than BCH, and it is much larger than BCH, and it is much larger.— Because the inscription ecology is still developing rapidly, the narrative space is still expanding, and all of this is directly and indirectly empowering Ordi.BCH is lacking.

In this context of time and space, the current market value of ORDI is only one -third of BCH.Obviously, ORDI has room for rise.

In the next bull market, if Ordi squeezed BCH down into the top 20, I don’t feel strange.

Let’s look at ORDI and dog coins again.

Compared with dog coins, there is still a big gap in consensus compared to dog coins. This gap is the root of their currency price gap.It wants to make up for this consensus gap that can only be supported by ecological development.

If the inscription ecology really develops, it becomes a climate, and its consensus will become, and the market value may exceed the dog currency.But this process is not easy, and there are many uncertain factors.

In this case, the market value of Ordi is now about one -seventh of dog coins.This gap gives ORDI to a certain amount of room, but this space is not so easy to fulfill.

Therefore, from the horizontal comparison in the ecology alone, the current price of ORDI is likely to have two times the room for rising. There may be 6 times more room for increase in existence-but this 6 times is not easy to reach.

Therefore, if a reader asked the price of $ 73 now to buy Ordi?

I think it is okay because there is a certain space on the rise, but it is difficult to say more space.

But in my opinion, this space still lacks attractiveness.

If its market value can be lower, such as ranking 70, or the entire encryption market has undergone some more tragic blows, such as the price of Bitcoin continues to fall, the market emotions will become cold again, and the price of Ordi will be hit.More attractive.

If its market value ranks 70, the price is only about 50 US dollars; if the price of Bitcoin drops by 20%, it is estimated that ORDI can almost fall to about 50 US dollars — I bought this price basically.Too much pressure.

That’s why I think the price of Ordi can fall to $ 50 before I consider buying again.

Why do I do n’t consider order for order?

The reason is even simpler: because it is the product of this round of bear market, and it is far from going to the torture of the bear market, so I do not consider the fixed investment, but only consider buying the opportunity to buy it at low points.

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