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[lastpost] => 2806178 迈克·诺沃格拉茨：比特币和山寨币100倍加密货币回报的时代已经结束（转） 1770912708 小钱儿
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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 " b; X7 \. S* J$ ]# ?! t
5 G( r7 @# H6 z% H/ B1 T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：- q- p% R* L; r" @% Y
4 `4 t ~4 E& d7 x
一、BTC和BTC生态$ b3 [& G' X; U0 |
: u0 C$ D, p4 ?& l) X: {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。
# h/ ]& G* k/ V+ P( p/ Q* j; ?7 p6 O9 u
在币安的 BTCEcosystem" b' v: w0 U9 I6 c1 i; q2 u
7 N' O+ u; t V% D% i; p7 L
( s+ Q& P( c+ ~0 w$ \: g
/ v% ^' G8 o) g补充：$REN - BTC 上的 defi（在 FTX 和 Luna 事件后苦苦挣扎，尽管得到了币安的支持，但开发人员声称这在未来可能是暂时的）
4 m" ^4 Y' q7 c3 _. D$ ^! ^7 t+ e" F! E3 j; P" k3 T6 g
BTC Layer2，MEXC 上可用的代币% m7 P1 @8 }1 @; n& V2 I; f
. r2 _2 M* x) y2 C; U; r. U( f3 L$ALEX ：$STX的 Dex3 S" |1 W9 T9 R* r, s! y
% J4 M1 U5 }6 t: Z$ v; T+ a$SOV：智能合约、借贷、借贷
" O& X2 S4 b) Y8 _% [/ T
& n2 O: \. D* s: o+ j$PCX：BTC Layer2omniBTC4 X* |6 @8 F! r7 [+ Y: g5 A
' T7 m' x1 ^4 Y' {5 d! \
$ORD：Dex
' C- z3 J- L% A. n. O. b$ Y) t
/ J4 a- ]3 R% Z6 |/ |# K; y$ML：BTC Layer2 （大通胀）
+ P: y9 }! x0 d. f' L0 W9 ~- `
% s% l' D ]( {# N; q: d% W$LBTC：闪电比特币 2 c0 z! N! |# Y1 c/ f9 n" b
# v; `- V) P9 U2 x# c& X0 S$BC：旧比特币
( l2 }. ~4 g* h4 l3 Q& \, o% t
7 z5 H( p1 F5 I0 p: ? g$ QBRC20，GATE 上有很多 - $ORDI：领导趋势，不知道买什么来推测BRC20趋势，那就闭上眼睛买ORDI& p: |! D# r7 O- _; h- k( c
2 l) [- B& o+ DORDI是当前BTC生态最有想象力和共识基础的。OK的BRC-20s要上了，ORDI是金铲子。
0 H" h. } q, T" Y/ [# X# `$ k# H. Y0 K0 G+ z5 Q* |
二、ETH和L2/ Q! i% ?- F1 ]7 {$ D, }* [
1 Y- R: ]7 ^8 Y. r
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。7 h8 \, H( _0 Z* Z/ S3 L
* _6 Z2 z% p8 k以太铭文目前场外价格
& P1 c* J$ F+ j% m7 G3 V3 [6 M
/ h, Z( A7 A6 x% B& Z5 r' H" x$eths 260-280u8 F6 ?! {7 B, [! Y- U/ j
! m( |8 }6 s' ]" R" G
$gwei 15u附近, j% v+ n5 e* M1 f" z
7 ?* q- n- r$ M( @ T$ercs 10u附近
1 r& d. |5 {, z) b' N; i
9 b: @1 J1 d( n$ ~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。
! S9 ^& K$ c' z0 x- x w& y
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