2025-05-19 08:33:12

#ALPACA# Take a look at the current buy order yourself and think about what will happen next.

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Sfmo

· 05-19 09:06

Bull Run 🐂

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Sfmo

· 05-19 09:06

Bull Run 🐂

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FengBaobao

· 05-19 09:05

Regarding the short-term trend of Bitcoin, Hayes expressed optimism. He predicts that Bitcoin will break through the $110,000 mark this summer or early third quarter, and as the volume rises to $150,000 to $200,000, funds will gradually rotate to other altcoins. He believes that the alt season will unfold after a big pump of Bitcoin, but it won't be like 2021 when "all coins fly": this market won't be a super bull run with a 100x jump, but rather individual speculation based on new narratives and new demands. Old coins with overly high FDV, low circulating supply, and lacking users and revenue will still be stuck in place, with no hope.

He emphasized that the core principle of deploying funds is to "outperform Bitcoin"; otherwise, there is no investment value.

Ethereum will "return to glory": fundamentals remain the focus of fund rotation.

In the competition between Ethereum and Solana, Hayes chooses to stand on the side of the "undervalued Ethereum." He frankly stated that Ethereum currently has very negative market and community sentiment, but it still has the most developers, the highest TVL, and is the safest PoS blockchain: "These fundamentals haven't changed; it's just that everyone hates it."

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