Source: Deng Feng's Leisure Talk

After several days of MEME dancing wildly, it finally cooled down in an instant.

Has the bull run ended?

Is there a problem with the track of Shoulibi?

Is there a problem with the target selected in the track?

The wizard asked the above questions on Twitter, personally I think there is no problem, the current hot story is MEME, continue to play MEME.

1. There are too many memes, how to play

Seeing a curated MEME image, the leading of the meme subcategory. With so many leaders, new memes are being released every day, endless.

Funds are limited, and targets are constantly emerging, think of a comfortable way to participate.

2. Preliminary sorting of personal postures

MEME on BN has high certainty and low odds; MEME on-chain has low certainty and high odds. Tenfold and hundredfold mainly come from on-chain.

For me personally, I dare to bet on MEME on BN, but not on-chain MEME. The MEME on BN does not require me to stare at the information every day. If the layout is good, I can enjoy the average increase of the MEME track, which can be used as my basic position in the MEME track. I will try on-chain MEME for the reason that all new things come from on-chain. Playing with on-chain can lay the foundation for capturing opportunities in the future.

1. Play MEME on BN

There are also many memes on BN, such as doge, shib, pepe, wif, floki, bonk, bome, neiro, act, pnut, etc. Looking back, the new BN hotspots and capital enthusiasm are very high in the short term, and there is also a good increase. At the same time, there are fewer newly listed targets, which makes it relatively easy to choose.

Old MEME, without a story, will be eliminated.

New meme, many in number, don't know how to choose

New MEME, small quantity, high market heat, significant short-term wealth effect

Preliminary new meme rules for playing BN set for myself:

1. Has a story: new concept, dragon one, narrative enough, expected enough

2. Low Market Cap: good odds, compared to relevant meme Market Cap, expected increase

3. Story position: Derivative stories emerge frequently, and there are more and more MEME varieties in everyone's hands, not participating

4. The new MEME is launched, which may abandon other MEMEs, such as Neiro, which weakened a lot after the launch of ACT PNUT.

MEME personal understanding emotional finance, then a good MEME must have someone shouting, emotional power is better transformed into financial power. What energetic people shout, I will follow closely, as a weighting of choice.

At this stage, my main focus is to refine the participation logic of the meme on BN, verify the logic through practice, and make any necessary adjustments. Once this is done, I will proceed to work on the meme on the chain.

2. Play meme on the blockchain

How to play with the meme on the chain, we'll talk about it later when we have ideas and practice.

Three, there is get on board posture, there is exit posture

1. The track is nearing its end

1. Emotionally: everyone involved has entered a position and left.

2. Fundamentally: Funds began to spill over to other tracks and left the race.

3. Story: Other tracks have new stories, leave the field

4. Time-wise: The climax of the track lasts for about three months, and it is coming to an end when leaving.

2, the subject itself

1. When the Market Cap reaches the valuation upper limit: Long Two represents 50% of the leader, Long Three represents 50% of Long Two, and exit.

2. Fundamentals change: the emergence of competing products, or targets with better storytelling, significant issues with the project, exit

3. When the profit meets the psychological expectations, take profit gradually.

Preliminary ideas, will be gradually improved later.

2024/11/15 Market Fund Focus

1. BNrise list: mostly small currencies; the decline list is mostly meme

2. altrank ranking rise: meme is the main one, such as ACT degen, etc.

3. Coingeck trading volume: basically meme

4. Turnover list: meme as the main

5. BN Section: Solana and MEME

Summary: The location of the funds has basically not changed, mainly in MEME. However, the top decliners are also MEME. These days, the rise of MEME is too strong, with many large cap MEMEs on BN rising by 50% in one day, causing a bit of FOMO sentiment, which will bring a market pullback to cool down.