jakiro
Author | Sleeping Source of Rain: X,@0xsleepinrain
In the monthly content, after doing more additional methods, this time I want to try the effect of subtraction.Just talk about my thinking about the trend of the future and some time nodes (catalysts) of specific events.
This round of cycle seems to be only MEMECOIN gamblers can make money.$ WIF is better. The price of $ PEPE is actually quite large. Few people who really eat the whole process.The fundamental currency also performed well, but there are fewer, just a few, such as $ Pendle.If you want to select annual hot words, PVP will definitely be one of them.
What should I do?
1. The following are some of my personal thoughts:
1. Fundamental and communities
Is the fundamentals important?I think it is important.
I think the current fundamental aspect should refer to the ability to “attract market attention.”The current fundamentals are closely related to the project data, chips, community viscosity, marketing/kOL speech and narrative/catalyst, and whether it can meet the core needs of the market.Look at a target more comprehensive.
Such as $ Pendle.I personally think that Pendle’s indicators in these areas are great.In the correlation level of fundamentals and narratives, the initial rise was because Pendle catered to LSD narrative. This year Pendle participated in the LRT narrative and promoted the continued rise in prices.This cooperation with narrative has made Pendle always at the forefront of market attention.That is, when everyone discusses or is interested in buying, they will think of Pendle.
I also have participation in Pendle’s community. PENDLE has done well in community stickiness and product education.For example, @Pendleintern’s account is very good. Users who are really interested in Pendle products can understand some strategies through the Internet account, so as to formulate plans that are more suitable for their own capital status.
At the marketing level, I won’t talk much. There are many introduction to Pendle on Twitter. You can search for it.In a word, you can summarize these marketing content: blindly shouting less, most of them are based on logic, data and products, threads, and prices.
When doing most targets, we need to refer to these indicators.
2. Information transmission
It is important to recognize that you are on the first layer of information transmission.
3. Market emotions
Learn to observe market emotions. For specific methods, it is to go deep into the community, observe community members/community KOL speeches, go to Twitter to see the speeches of those smart money at the market emotional high/low point.
You can build a market sentiment of your own information flow to observe the key time nodes.
Looking back at the market sentiment in early May, is it that taste?
Small Tips: You can go to the vibrato brush.
In addition, remember to observe your emotional fluctuations.
4. Practice forecast
It is mentioned in many articles that introduce GCR. I do n’t go into details here. You can search for it.
Next, let’s talk about the related target I am more promising:
two,ETH ETF
ETH ETF is great, no need to say more.In addition to lever, ETH’s best Beta is the target of ETH in those names, such as $ Ethfi $ ENS.($ ENA I will not recommend it, $ etc is one, but the production reduction incident has ended).Although I have a position in $ LDO, and the fundamentals and circulation are very good, considering the performance of it some time ago, I will not recommend it (even if I have recovered in recent times).
Of course, Pendle is also the same.However, I have talked many times this year, and I won’t go into details here.
In the meme, in addition to $ PEPE, you can look at $ Mog. This is a meme that shouted more overseas.
If ETH DEFI is related, I will consider $ MKR.The future catalyst of $ MKR is: Disassembling+Subdao (another point worthy of attention is the cooperation between MakerDao and Ethena).
Beta, you can wait for ETH to truly increase and chase.
Tell a few more words .er2.
1,Basechain
I ambush $ dege on Base. As for whether I can make money, it takes time to confirm it.You can look forward to what will happen to BaseChain when Coinbase launch a smart wallet.We should always pay attention to projects that can bring cash flow for the project party for a long time.
Pay more attention to the opportunity on the base chain, such as the game sector on it (for example, Aavegotchi $ ghst).AAVEGOTCHI’s Layer3 based on BASE will launch the main network in Q2 this year.It may be this month.
2. Arbitrum
The ARBITRUM community’s “200 million ARB Game Catalyst Plan” proposal should be passed.This is definitely good for Arbitrum’s game ecology (such as TreasureDao).
$ Magic will have a Layer3 expectation in the future.On April 22, TreasureDao has launched the Layer3 test network, which is expected to launch the main network on Q3 this year, and the main network supports pledge.
In addition, Radiant may be affected by Layerzero issuance and V3 upgrade (this impression has been speculated several times), and there is a short -term rise (I do not participate in).
three,AI
The AI section only talks about two targets with a certain date catalyst:
$ Fet
The merger will occur 6.11/6.13, and it will be renamed $ ASI.
$ AR
$ AO related information will be released at 6.13, and participants can dig $ AO through $ A..
I personally optimize $ AR.
There are also many coins in other AI sections, and they will not repeat them one by one.The market sentiment of the AI sector will change according to the changes in the external environment.But I don’t consider participating in $ WLD.
Fourth, political meme
I only participated in the $ MAGA on the political meme on the chain.I bought it at 35 yesterday, ready to take a look.I will pay attention to the 7.11 torture hearing (Trump’s birthday is almost here).
The political Meme on CEX is $ PeOPLE, and I will set a market value target of $ 1 billion for $ PEOPLE.
For this tokens with a large price fluctuations, my outlook article will have some lag.Therefore, after seeing Trump’s voice competing for Crypto voters, or after ETH ETF accidents, we should realize that politics will become the mainstream narrative of the market.Enter earlier.
5. Can Solana break through the new high?
At first my idea was that $ SOL may be affected by the strong impact of $ ETH.
Now I have changed my idea: Solana’s attributes as Memecoin casinos are (refer to those celebrity Meme, most people choose to release Memecoin on Solana), and the current market is just needed for Memecoin gambling.
Therefore, I think $ SOL will not be bloody during this time -the current population of $ ETH and $ SOL has been divided, and people who play $ SOL will not easily move to $ Eth.Instead, the rise of $ ETH will increase market expectations and promote market emotions to high, solana will be beneficiaries.
6. Others
1. Selfchain main network
I was injured by this target last year and didn’t look at it.
2. Fantom Sonic
At present, Fantom’s launch of the SONIC main network incident is a Sell News for the speculation of $ FTM.Pay attention to the follow -up movement of AC at all times. The chain comes out, and you have to do something on it (my expectation).
3. UNISWAP “Starting Fees” voting
It has been postponed.The reason may be that a VC is pressured to UNISWAP.I will keep a certain attention to this matter (when eating melon), but the price of $ UNI will not participate in the hype.
April and June are also airdrops. You need to pay attention to risks.
Seven, encrypted June event table, source Layergg
Mark Your Crypto Events!
3 june: $ Ceek -Ceek 3.0
3 june: $ Dusk -€ 3.5M Bond Offering
4 june: $ mina -Berkeley Upgrade
4 june: $ mpl -syrupfi launch webinar
5 june: $ atom -v17 Upgrade
5 june: coinbase smart wallet launch
6 june: $ Front -Selfhain Mainnet
10 june: $ RNDR -Apple WWDC 2024
10 june: $ zkj -PolyHedra Staking
11 june: $ fET -Asi Merge
12 june: U.S. -CPI
13 june: $ Stx -Stacks Showcase
13 june: BITHUMB -DELISTING DECISION $ Alex
13 June: $ AR -AO token Launch
14 june: $ CHZ -EURO 2024 Starts
14 june: $ Cyber -Mainnet Staking
18 june: BITHUMB -DELISTING DECISION $ Gala
18 june: $ XLM -Mainnet Upgrade Vote
19 june: $ Flow -Testnet Network Upgrade
20 june: $ BNB -Tycho Hard Fork
24 june: $ mtl -snapshot
25 june: $ BTT -Halving of BTFS Storage Rewards
25 june: $ SD -Mega Burn
26 June: $ Theta -Edge Node Client Release
26 june: $ Flux -Fluxedge Alpha Public
27 june: 1st Trump/Biden Debate
28 june: $ Vet -VebetterDao Mainnet
Token Generation Event
June 5: Taiko @taikoxyz
June 6: ultiverse @ultiversedao
June 13: ZKSYNC @ZKSYNC
June 20: lista @lista_dao
June 26: Blast @Blast_L2
TBD: layerzero @layerzero_labs
TBD: avail @availproject
TBD: SWELL @swellnetworkio
Token unlock
$ APT -$ 100M june 12
$ Strk -$ 80m june 15
$ ARB -$ 100M june 16
$ Uni -$ 90m june 16
$ OP -$ 80m june 30
Major annotment
Ethereum Spot ETF LAUNCH
$ Ftm -$ s refranding
$ Uni -Fee Switch Approval
$ Gal -$ g rebranding
$ APE -Apechain Mainnet
$ Ghst -Gotchichain Mainnet
$ Rdnt -Radiant v3
$ ACE -Fusionist Game Release
$ Aioz -aioz w3ai
