Brief Summary
This YouTube video from 區塊鏈日報 Blockchain Daily discusses the recent Bitcoin price drop, strategies for investors who are fully invested, and insights from Lyn Alden on the crypto market cycle. It also covers fund flows in Bitcoin, Ethereum, and Solana ETFs, Bitmain's Ethereum staking plans, Ark Invest's crypto-related stock purchases, and comments from Robert Kiyosaki and Fed Chair Jerome Powell on Bitcoin. Additionally, it addresses a Cardano network issue and the speaker's frustration with YouTube's membership options.
- Bitcoin's recent price drop and strategies for investors who are fully invested.
- Insights from Lyn Alden on the crypto market cycle and potential future trends.
- Fund flows in Bitcoin, Ethereum, and Solana ETFs.
金句
The host introduces the topic of Bitcoin's recent price drop below 90,000 and what to do if you are fully invested. Before that, the host shares a quote: "Do not waste time feeling like a victim, be a survivor." This means not dwelling on misfortune but adopting a survivor's mindset. The host uses the example of Charlie Munger, who faced significant personal hardships but became a successful investor by using those experiences as fuel for growth. The key is to maintain a positive attitude when facing adversity and avoid victim mentality to foster progress.
比特幣跌穿九萬 滿倉怎麼辦? #BTC
Bitcoin has dropped from 126,000 to around 80,000, a 36% decrease in about 45 days. For investors who are fully invested, the host suggests that selling assets during a downturn is the worst thing to do, as assets typically rebound. Using Fibonacci retracement levels from the high of 126,000 to the low of 80,500, potential retracement points are at 0.382 (around 98,000) and 0.5. (around 103,000) These levels can be opportunities to reduce holdings, especially for those new to bear markets. The host emphasizes the importance of having a healthy cash position, even if it means reduced returns if the market continues to rise. It's crucial to have strategies for different market conditions (bull, bear, or sideways) to avoid making poor decisions.
Lyn Alden : 四年循環恐結束 2026/2027比特幣將再創新高
Lyn Alden suggests that the current crypto cycle hasn't reached euphoric levels, so any downturn might not be as severe. She believes the cycle could last longer than expected, driven by broader economic factors and institutional interest rather than just the halving. Alden also suggests the traditional four-year cycle may no longer be intact. While some, like Sigma Capital's CEO, anticipate a 65-70% drop in Bitcoin over the next two years, Alden anticipates Bitcoin returning to over 100,000 by 2026 and potentially reaching new highs in 2026 or 2027. She emphasizes that the market doesn't owe anyone a bull run.
大資金流向
Bitcoin spot ETFs saw an inflow of $238 million on Friday, primarily into BlackRock's IBIT, but overall, they experienced a net outflow of $1.1 billion over the past month. Ethereum spot ETFs ended an eight-day outflow streak with a $55.7 million inflow, but had a significant outflow of $1.28 billion between November 11 and November 20. Solana ETFs continue to see consistent inflows, with Bitwise's BSOL receiving $444 million out of a total $510 million since launch. The continued inflows into Solana ETFs, even as Bitcoin and Ethereum see outflows, is a bullish sign for altcoins.
Cardano遭攻擊
The host directs viewers to Bullish Dumpling's channel for detailed information on the recent Cardano network fork, as Cardano content makes up a small portion of the host's channel. Solana's founder praised Cardano's mechanisms, noting that achieving Nakamoto-style consensus without proof-of-work is difficult and that Cardano functioned as designed during the bug incident.
YouTube membership WTF?
The host expresses frustration with YouTube's membership options, as selecting certain features requires offering multiple membership tiers, which he wants to avoid. He prefers a single-tier membership to avoid creating a perception that higher payments are necessary for more content.
