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[lastpost] => 2772047 大量比特币转移信号市场转变——这是获利回吐还是战略资本轮换？（转） 1759943027 wodezhuanyong
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[虚拟币交流]
未来ETF正式通过, 币价单天上涨几倍 值得看好的几个方向 (转）
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本帖最后由 人生如赌 于 2023-6-24 16:30 编辑 - c5 j% Q9 u' o, u9 c) t( i! S
! W+ U8 Y5 f* z j比特币未来或许会在某一个时刻，ETF正式通过，世界上最大体量资金熊入，然后单天上涨几倍。对未来几个月行情，我看好的方向几个： j: X) N% k( J: X7 x$ C
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一、BTC和BTC生态
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稳、回报高。BTC还是重头戏，圈内的减半、圈外的一堆etf申请，以及edx等。
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在币安的 BTCEcosystem
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: O/ e8 ^' P" A, n% B补充：$REN - BTC 上的 defi（在 FTX 和 Luna 事件后苦苦挣扎，尽管得到了币安的支持，但开发人员声称这在未来可能是暂时的）
4 N- j9 {; B0 {3 Q, U2 e0 \) F
9 S* q8 D" Y1 v( N mBTC Layer2，MEXC 上可用的代币
+ Y: ^# }) z( Y; m% P+ R5 j0 X" i; i( @8 i( D& w. I( t; T7 \; N
$ALEX ：$STX的 Dex
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$SOV：智能合约、借贷、借贷5 U, W: V1 j/ ?8 [/ u3 T
1 [" ^$ M4 ~, H6 D% y
$PCX：BTC Layer2omniBTC6 ~# s2 x8 J, L$ k3 A7 `/ m; m
. J0 V2 P9 `! K' [+ m1 Q$ORD：Dex
9 n) q0 c2 O/ d+ l; R8 P# R1 c% I
; r1 f- h# w: y9 z q2 {2 T- `$ML：BTC Layer2 （大通胀）
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$LBTC：闪电比特币
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$BC：旧比特币
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BRC20，GATE 上有很多 - $ORDI：领导趋势，不知道买什么来推测BRC20趋势，那就闭上眼睛买ORDI8 I2 U6 ]+ r4 B' K$ C" u W
6 q1 U6 z# X2 S2 g3 qORDI是当前BTC生态最有想象力和共识基础的。OK的BRC-20s要上了，ORDI是金铲子。
2 j( s" v+ U+ c% I
+ v& R2 Q) T- W- l/ W# y& ~2 ?二、ETH和L2
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5 i5 c: Y% d/ Z% F; k! lETH不用说，通缩必来。ETHS今天OTC直接从110涨到了300，3倍，就因为创始人下午要开放API。OTC真的是一个更方便控盘、炒作的方式。ETHS的逻辑就是，ORDI在以太上的翻版。在ORDI上赚到钱的自然趋之若鹜，没赚到钱的更是杀红了眼。即使1000U一张，ETHS的市值也才2100w，对于目前的关注度来说，不算特别高，能涨到300就是这样的逻辑。未来BTC是大哥，ORDI是BTC生态+铭文龙一，ETHS是铭文龙二。! r) G8 M3 U) E+ ?
* u! R; h" B/ z以太铭文目前场外价格
7 _" w/ b8 x% J5 b; S0 p' H9 ~% B) y- O
$eths 260-280u* e. D1 C" ?5 \, k2 n
) O7 }. Q! G; ?$gwei 15u附近
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4 n) a% D* n9 x0 H9 d$ercs 10u附近
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一个观点，这个行业早期项目，新玩法，但凡第一眼看不懂的项目，都值得轻仓参与一下。抛弃偏见，放下傲慢，做个“傻子”，或许就会有好运发生。9 n+ C* b2 O0 b/ L' B- I2 \
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