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[lastpost] => 2803243 流动性真空下的急跌：为什么只有比特币没能反弹？(转 1770136027 caoch
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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
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" U3 I% Z. S! V' ^4 y# B V1 C& T, k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：
5 Z# e! I# p$ V/ O' P, E U! z3 n5 K* ~# f. G
一、BTC和BTC生态* V) m% c. E4 z8 ?$ C
; o9 b( Y) H+ p, y! _% D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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" X" E, D( Y! u% k8 D, v/ z5 n( R/ \, B8 r2 l3 h
& a Z- N$ y/ M; C/ q3 G' ]补充：$REN - BTC 上的 defi（在 FTX 和 Luna 事件后苦苦挣扎，尽管得到了币安的支持，但开发人员声称这在未来可能是暂时的）, P% i% m5 r/ T- B
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BTC Layer2，MEXC 上可用的代币
\, U6 F, U! S+ T9 v& y i: \9 D$ Y" Y' I5 n& ~! d; {
$ALEX ：$STX的 Dex
$ k4 E p' {( L; }1 x% E/ q/ n- I Y! }& x
$SOV：智能合约、借贷、借贷
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5 F$ H* |% d0 t! U9 i; V9 x$PCX：BTC Layer2omniBTC
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$ORD：Dex/ Z" v8 W4 A* }$ g( r) ~$ ]
$ z# b+ \: ?1 t/ E; R! @2 `$ML：BTC Layer2 （大通胀）
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1 c& |% \: m+ n+ ]5 t; b5 y$LBTC：闪电比特币
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$BC：旧比特币1 A$ B/ K& Q5 j, a* `
* f5 _' V( P, k# U3 xBRC20，GATE 上有很多 - $ORDI：领导趋势，不知道买什么来推测BRC20趋势，那就闭上眼睛买ORDI+ T) q S$ E8 y3 z, H/ a F
5 w0 u/ O' i3 U" X# Y8 ~3 j/ F5 BORDI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。9 n, M% a5 s5 e- q# m' s
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二、ETH和L2
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ETH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。9 Q7 i; _0 v# w# X* `+ ? B
, j3 N9 k; c# h& X. t以太铭文目前场外价格
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$eths 260-280u
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! {' o4 |7 r; B+ K$gwei 15u附近
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$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。
* O7 x7 j) p9 l% Y: c& `3 J5 f3 T/ H8 U2 T+ V# l- m: t
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