我總是嘗試盡可能多地分配給我感興趣的部分。
此時，以太坊的實力開始增強。 為什麼這是一個好選擇？ 來討論一下
首先，隨著比特幣在三個月內從 25,000 美元上漲至 53,000 美元，市場經歷了巨大的上漲。 同時，其他生態系統也表現出了強勁的勢頭，其中最大的贏家是 Solana、Injective Protocol 和 Render Protocol。
1⃣ - 比特幣強勢見頂 -> 輪換？
當我們討論這個話題時，應該考慮一些事情。
強勢見頂並不是牛市頂部的標誌； 簡而言之，根據市場的說法，比特幣的估值過高，需要回歸現實。
比如說現在，市場一口氣上漲了100%，這通常不會觸發大量投資者進入市場，而是等待回調的發生。 。
問題是，你如何定義投資人？ 那麼，在這種情況下，這不是取決於投資者的數量，而是取決於有興趣進入市場的流動性。
另一方面，比特幣的流入對市場來說是積極的，因為 ETF 的流入表明機構方有更多的興趣進入市場。 那挺好的。 然而，他們並不是市場上唯一的人，他們也不會憑一己之力推動比特幣的估值。
它們是一個重要的變量，但不是唯一的變量。 事實上，我們更有可能看到有機修正的發生以及由此導致的更長的周期。 輪換是基於宏觀經濟事件而不是加密貨幣原生事件而發生，因此 CPI、FOMC、GDP 和流動性等因素將是市場推動者，而不是 FVG。
此外，減半事件也會產生影響。 通常，減半前會有一個短期峰值，導致市場持續之前出現標準的 20-40% 回檔。
接近該修正時，這就是轉向山寨幣的最佳點，而且我們似乎看到了第一個訊號。
2⃣ - #以太坊實力->Dencun升級&潛在現貨ETF
以太坊被大大低估了。 由於價格在過去幾年中表現不佳，這意味著在未來一段時間內也會出現相同的情況。 適用於所有市場。
將其與比特幣的價格走勢進行比較。 我敢打賭，當比特幣價格為 15,000 美元時，大多數人都預計比特幣會進一步下跌，而所有重大新聞事件都已消化。由於情緒造成了巨大損失，人們的情緒有所不同。
The same is corresponding with Ethereum. The Dencun upgrade is around the corner, which will lower the transaction costs for Layer 2's by 90%, making it accessible to be the settlement layer that we all wish it was.
That's triggering a lot of momentum towards the Ethereum network and combined with the potential Spot ETF approval, this can only bring fireworks.
The valuation of Ethereum as a whole needs to catch up as it should be at $3,800-4,200 if it's at the same stage as Bitcoin's price currently. Bitcoin will consolidate, and money will rotate towards Ethereum.
3⃣ - Altseason -> What's the definition of this?
It's a loud and clear message. Altseason.
The term originates from 2017, when literally everything was going through the roof in a few months' time, and a rotation game happens through the markets where Bitcoin moves first, then Ethereum, then the rest.
However, that is still the case, but things are more complex. Why is that? Well, it's relatively simple. If you've invested in the Solana ecosystem the past few months, you would have been in an alt season yourself.
However, when investing in the Ethereum ecosystem, you would have needed to catch up as most have been underperforming. Therefore, the definition of alt season is relatively skewed and should be framed as something correlated to an ecosystem.
In this aspect, we're facing an 'Ethereum Altseason'.
4⃣ - #Bitcoin Dominance peaks pre-halving
History repeating itself, it seems very likely.
In every cycle, the dominance of Bitcoin has peaked prior to the halving. Very understandable, as investors are rotating their profits from holding Bitcoin towards other assets to generate a higher ROI as there's no event that's going to push confidence within Bitcoin at all.
On the other hand, projects are delaying their upgrades to after the Bitcoin halving due to the same reasoning.
And finally, investors need confidence to jump into the markets and Bitcoin is the biggest asset for that. Once that one has finalized its run, that will be the moment where the rotation towards other ecosystems takes place.
In that aspect, we're on the edge of the same at this stage.
We're going to be topping out with Bitcoin relatively soon. A peak to $54-58K pre-halving and a harsh correction to $45-48K.
That correction is going to be painful, but altcoins are going to feel less pain from that actual event as they are stronger in their BTC pairs -> money rotating towards altcoins is basically that confirmation you're looking for.
Recently, Ethereum has shown more strength than Bitcoin, and the entire ecosystem is on the edge of a breakout.
My gameplan is to take profits from Bitcoin and rotate towards Ethereum, but also ensure that I cover my position by increasing my USDT stack for a potential correction.
If that correction happens, maximize the allocation towards the Ethereum ecosystem and some more.
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