陈桂林谈交易
陈桂林谈交易
There is a trend to play the trend, and there is no trend to play the fluctuation.
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Screenshot of the $CRCL perpetual contract rates on Binance, OKX, and Hyper at the same time.
Note that Binance and OKX settle every 8 hours, while Hyper settles every 1 hour.
Honestly, for crypto stock traders, CEXs are still not very friendly. The pain points are that the on-chain spot depth is quite average, and the perpetual contract rates are extremely high.
If these two aspects can be optimized, I believe many people who trade stocks with traditional brokers would consider exchanges as a second option. After all, for most people and those with a bit of capital, constantly switching between USD, USDT, and CNY is quite troublesome.
A while ago, one of the windows I frequently used stopped working.
$SOL has gained 10%+, and it seems $XRP is about to take off too?
Still a preemptive call, with logic, target, and time window all provided.
If you happen to have 10,000 U on a meme coin, doubling it means earning 10,000 U; if you dare to put 100,000 U on mainstream coins, 10% gain means earning 10,000 U.
I believe this reasoning should be clear to everyone, right?
Look at the time window and the chart acceleration.
Then whether you can make some profit depends on both skill and luck (when playing altcoins).
After all, some rise a lot, some rise a little, and some are just crawling.
陈桂林谈交易
To start with the conclusion:
Trump has one more week before his visit to China, and I believe that from now until the end of the visit (May 15), there shouldn't be any geopolitical surprises (negative factors).
Now the background:
The US stock indices have been trading sideways since the end of October last year, finally completing a risk release due to geopolitical reasons. During this period, many stocks including the MAGS7 group experienced a more thorough risk release.
Current situation:
This rally is led by the US stock storage sector, which drove the geopolitically suppressed US stocks to complete a trend upward; the rhythm I can sense is—the leaders keep rising, MAGS catch up, other sectors rotate (with AI still the focus), and then junk stocks flood the market, but so far, junk stocks have not flooded the market yet.
Key point: the crypto space:
Many say the crypto market is junk, purely dragged by the US stock market, and there is definitely some sentiment involved; however, it should be noted that during the period when US stocks were suppressed and falling due to geopolitical pressure, the crypto market was actually quite resilient and had its own rhythm (after falling a lot, it rises). So, if we treat the crypto market as a small US stock market? (Bitcoin as the leader, MEME leading sentiment, mainstream coins catching up, junk finishing?) Now, I believe we are at the stage of mainstream coins catching up. (This has also been the strategy I've been advocating since Bitcoin broke 80,000, with multiple reminders in X and the community.)
There is no market that only falls without rising, nor one that only rises without falling. When the bears start to surrender and turn bullish, we need to be more cautious—watch the timing and sentiment.
Lately on X, I often see a group of people talking about $MU and $SNDK having low PEs, saying they are vastly undervalued;
I'm more of an outsider, but isn't a low PE normal for cyclical industries like memory?
Now prices are rising, PE is low, experts are making calls, retail investors are FOMOing—has AI's new normal really changed the logic of the storage industry? Or am I just too inexperienced to see clearly? Is this a distortion of human nature or a moral decline?
Is there any knowledgeable expert who can explain? If no one does, I'm going all in!
The primary productive force of my personal trading system---mindset;
On the importance of the mental victory method, daily psychological massage in the community.
For those not in the community, remember to give yourself some psychological massage from time to time, don't set your expectations too high, just being able to make a profit is good enough.
To start with the conclusion:
Trump has one more week before his visit to China, and I believe that from now until the end of the visit (May 15), there shouldn't be any geopolitical surprises (negative factors).
Now the background:
The US stock indices have been trading sideways since the end of October last year, finally completing a risk release due to geopolitical reasons. During this period, many stocks including the MAGS7 group experienced a more thorough risk release.
Current situation:
This rally is led by the US stock storage sector, which drove the geopolitically suppressed US stocks to complete a trend upward; the rhythm I can sense is—the leaders keep rising, MAGS catch up, other sectors rotate (with AI still the focus), and then junk stocks flood the market, but so far, junk stocks have not flooded the market yet.
Key point: the crypto space:
Many say the crypto market is junk, purely dragged by the US stock market, and there is definitely some sentiment involved; however, it should be noted that during the period when US stocks were suppressed and falling due to geopolitical pressure, the crypto market was actually quite resilient and had its own rhythm (after falling a lot, it rises). So, if we treat the crypto market as a small US stock market? (Bitcoin as the leader, MEME leading sentiment, mainstream coins catching up, junk finishing?) Now, I believe we are at the stage of mainstream coins catching up. (This has also been the strategy I've been advocating since Bitcoin broke 80,000, with multiple reminders in X and the community.)
There is no market that only falls without rising, nor one that only rises without falling. When the bears start to surrender and turn bullish, we need to be more cautious—watch the timing and sentiment.
Listen carefully to the sound! This is basically an open card, is $SOL about to stand tall?
Sigh, I don't dare to jump in on the storage explosion, can't catch the meme coins in the crypto world, can only play with the big mainstream catch-up like this...
It's hard, really hard!
You say you're afraid the market cap is too big and there's no room?
$NVDA rose 10% in 4 days, $SOL rose 12% in 3 months, completely outperforming Nvidia; this is the strength of the absolute champion of the last season in the crypto world.
