The Crypto Market Through the Eyes of Financial Veterans: Layout Strategies and Analysis of Promising Cryptos

In a recent podcast, a senior financial expert shared his views on the crypto market and investment strategies. This expert, who has 20 years of research experience in the field of macroeconomics, presented a "Crypto Millionaire Guide" that elaborates on how to allocate assets and search for Promising Crypto.

Current Market Conditions

This expert believes that the crypto market is currently in the "banana zone". During this stage, cryptocurrency prices often experience vertical increases. He advises investors to allocate most of their assets in major cryptocurrencies, maintain a core investment portfolio, while being patient and eliminating external distractions.

Expected Performance of Mainstream Coins

Experts predict that the total market value of cryptocurrencies in this cycle may reach 10-15 trillion USD, which could grow 5-7 times compared to the current 2.2 trillion USD. He believes that the performance of SOL will surpass ETH, while ETH will exceed BTC. Specifically, BTC may increase 3-4 times, SOL may grow 8 times or more, and ETH will be somewhere in between.

Asset Allocation Recommendations

The expert's asset allocation principle is to invest 90% in mainstream assets and 10% in others. However, he stated that at certain stages, he would increase the allocation ratio for emerging projects. For example, he might recently allocate 25% of his funds to Sui and 65% to others. Regarding Memecoin, considering its early-stage characteristics, he only allocated a small amount of funds.

Reasons for Being Optimistic About SOL, Sui, and Doge

1. SOL:

   • Show extraordinary resilience
   • Have a good community and excellent user experience
   • Possess excellent technology and low-cost NFT issuance capabilities
   • The ecosystem is accelerating development.

2. Sui:

   • Strong technological innovation
   • The market performs better than other major cryptocurrencies

3. Doge:

   • With a strong cultural identity and broad community support
   • Gain support from well-known individuals
   • Exhibit characteristics of periodic price fluctuations

Methods to Uncover Promising Crypto

Experts emphasize that scarcity does not lie in the token itself, but in the attention. The key to discovering promising assets is identifying projects that can attract market attention and liquidity. This involves analyzing macroeconomic trends, such as changes in monetary policy and global events. For Memecoins, it is most important to understand their cultural significance and community acceptance.

The Difference Between Memecoins and NFTs

Experts believe that Memecoins mainly focus on trading and investment, often associated with specific communities or cultural phenomena. They may rapidly appreciate in value due to community excitement, but there is also a risk of rapid depreciation. In contrast, NFTs represent a completely new asset class, forming the new infrastructure of the internet, with their value lying in uniqueness, scarcity, and cultural significance.

Market Cycles and Investment Timing

Experts warn that the current market cycle may only have 6-8 months of profit opportunities left. He advises investors to properly adjust their capital risk ratio before the market peaks. His suggestion is to find a balanced investment portfolio, where the proportion of higher-risk assets is matched with lower-risk assets.

Investment Strategy Summary

1. Establish connections with the community, valuing the community and its values over short-term profits.
2. Focus on attention rather than token scarcity
3. Invest heavily in relatively safe assets and hold them long-term, while making small investments in high-risk tokens.

Finally, the expert quoted a famous saying in the financial world: "Pessimists sell, optimists make money." He emphasized that although the market may experience cyclical fluctuations, it tends to rise in the long run. Investors should look for buying opportunities when the market is down, rather than panic selling.