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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 * e$ }. P6 B. e3 N1 A, c8 J
. m0 X: r$ U1 s9 W' S, O. u' b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：) [- D8 e7 n2 `
% s( |; N. a" H2 l; ]一、BTC和BTC生态
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( U: @) {7 P3 G6 E F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。+ w1 _2 L4 Q! Q
* ^8 _6 n7 C* G8 S: r在币安的 BTCEcosystem
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补充：$REN - BTC 上的 defi（在 FTX 和 Luna 事件后苦苦挣扎，尽管得到了币安的支持，但开发人员声称这在未来可能是暂时的）& s; a4 I; }3 n1 G8 _: \ u
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BTC Layer2，MEXC 上可用的代币
* ^7 a" b' O( r" K5 E8 Z X$ T3 t/ ?% a, s2 j$ k y
$ALEX ：$STX的 Dex
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$SOV：智能合约、借贷、借贷6 H/ {( d" u J* A( t2 @" _( V
, |: S g+ y! u4 m, z$PCX：BTC Layer2omniBTC/ H7 v1 b/ U% r! w
' {/ I# M$ z. B% i+ Z4 f4 \7 |% H$ORD：Dex% `1 M9 W# I# U# U6 X0 R: a
8 g5 d# d- J! a0 G }$ML：BTC Layer2 （大通胀） # Q5 R* f5 }5 ^6 v2 H+ U# [8 w
' a: i+ F' Z1 m y/ b/ B& ^4 j$LBTC：闪电比特币 * R y( K! k/ {4 V- _# S
. u+ A+ o' o8 c, I3 t$ U8 m$BC：旧比特币
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5 y( J: M* u& C* N& ] D o+ X4 YBRC20，GATE 上有很多 - $ORDI：领导趋势，不知道买什么来推测BRC20趋势，那就闭上眼睛买ORDI
2 p; Q' U N6 u4 H- |" p8 h3 o& _1 {* }" W7 e
ORDI是当前BTC生态最有想象力和共识基础的。OK的BRC-20s要上了，ORDI是金铲子。
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二、ETH和L2) u$ ^( y) D# ]0 ~
6 ?: \) P) ^" I6 w. XETH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。
( k+ P% }0 |6 y& B; x6 m% K0 j" _" q5 t* m
以太铭文目前场外价格- H3 M& G. B. e" f4 T
" J; x0 m% F& V* r: V4 y2 Z$eths 260-280u6 d3 v8 {7 E" C* ~1 q5 |& S
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$gwei 15u附近
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$ercs 10u附近
* z, h3 Y1 c6 V) ?, i# c
% U' F o7 U1 n; d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。
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