First, let me clarify that the second half of the bull market is a conservative statement because this cycle has many differences from the past. Due to excessive involvement from traditional institutions, it is not ruled out that the halving cycle over the next four years may become increasingly weak. Therefore, whether for individuals or institutions, one must learn to navigate through bull and bear cycles.
Have your own way to survive with a strategy.
Therefore, there will be a good window period. However, the real explosion will still have to wait until next year. What tracks are worth preemptive layout now? Following the principle of trying to speculate on new rather than old, with the leading tracks being prioritized over others.
First is the meme track.
This round everyone can see that retail investors embracing the meme phenomenon is very different from before, and as of now, if we list the top 10 returns, memes may account for the majority. Therefore, the quality options available include Pepe Wif, followed by Foki, Bonk, and Bome.
Second is the artificial intelligence track.
Although currently the combination of A1 and crypto+ seems outrageous, it cannot be denied that many are unfalsifiable and can always attract hot topics and capital attention. Therefore, quality targets to consider include Render, IPT, and FET. This track has a high probability of having coins that can reach a market cap of tens of billions if they can break into the top 20 rankings.
Third is the Bitcoin ecosystem.
My personal preferred meme leader is Sats+, staking leader Pendle, and Layer 2 leader STX. These all have ample capital for speculation and have strong market makers.
Control
Fourth is the RWA track.
This is also likely to bring in the largest amount of capital, larger than the scale of ET. Moreover, this concept has only emerged in this round, primarily driven by Wall Street capital, with the preferred coin being ONDO, which has seen more gains than losses, and the future looks promising.
Fifth is other leading tracks.
Such as public chains like SOL, SUI, and ICP, modular TIA, blockchain games like IMX, and domain names like ENS, etc., may all have good rotation speculation opportunities.
Finally, let me share some strategies. From experience, if the capital amount is within 100,000 U, it's best not to exceed 3 coins. For amounts above 200,000 U, do not exceed 5 coins, because human attention is limited. In fact, holding one coin well may outperform diversifying into several. However, one should also pay attention to risk control and avoid frequent operations, especially intraday ones, before a trending market emerges.
Situations can change daily or weekly, but once a bull market erupts, holding steady often yields much higher returns than being active.
In the crypto investment or speculation arena, it seems simple on the surface to buy and sell, but to achieve good results and maintain them is very challenging.
is human nature, related to personal character, cognition, luck, etc.