狂野大香蕉
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@玲儿小盯裆：
日常跟踪｜COIN与MSTR
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13d7f35e1866bc9562ea1fe2740bec86\" tg-width=\"626\" tg-height=\"626\"><span>Image</span></p>\n<p style=\"text-align: justify;\">写在前面：因为文中是tradingview中直接的截图，所以手机观看可能体验不佳，<strong><em>建议电脑查看</em></strong>。</p>\n<p style=\"text-align: justify;\">一句话：Crypto主升浪即将来，山寨币需要一点点耐心。mstr短期高估，中期合理，长期低估；coin需要耐心等待主升浪。</p>\n<p style=\"text-align: justify;\"><strong>About BTC</strong></p>\n<p style=\"text-align: justify;\"><a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2411(BTCmain)$</a> BTC最近一直在6.7-6.9w之间震荡，有点磨人，笔者认为主升浪就在不远，交易来说可以持有部分的底仓，还有部份的仓位突破买入。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b92f30fe88cd09be4f73082d4ac90b9\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4c0164e8526044e818bcaba490567d\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8565176f978d9c340718f10b8819898\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p style=\"text-align: justify;\"></p>\n<p style=\"text-align: justify;\"><strong>About MSTR</strong></p>\n<p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> MSTR从下面的图上来看，对于6.9w的BTC有一点点贵，但是对于7w5甚至8w的BTC来说完全合理，这个概念有点像<strong><em>股票计价了一年后的业绩所对应的forward PE</em></strong>。所以这个时候MSTR就很容易超涨超跌：<strong><em>涨的多是因为未来的预期很好，那mstr先抢跑，先把估值打上去</em></strong>；跌得多是因为如果BTC出现调整，mstr需要回摆。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4275a3463bcdb2385a88fed00891b2a3\" tg-width=\"1080\" tg-height=\"512\"><span>Image</span></p>\n<p style=\"text-align: justify;\">那么我想对于MSTR的交易策略就很直接了：这个位置<strong><em>除非BTC直接突破，不然暂时不要买入MSTR</em></strong>，因为现在forward PE带来的安全垫太少了。如果BTC出现调整的话，迟迟没有突破的话，那么mstr也有概率出现调整，<strong><em>只要到达一个合理的估值，完全可以继续大胆买</em></strong>。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a59559aa5b89d6053ffc0814d85a47ad\" tg-width=\"1080\" tg-height=\"437\"><span>Image</span></p>\n<p style=\"text-align: justify;\"></p>\n<p style=\"text-align: justify;\"><strong>About Altseason</strong></p>\n<p style=\"text-align: justify;\">山寨季：显然还没有来，下图列举了3个比值。在图片里面，上方是 crypto cap ex BTC / BTC cap，中间是ETH / BTC ，下方是coin / mstr，他们都长期处于ma250以下，所以很明显山寨季还没有来临。逻辑上来说，山寨季和流动性溢出有关系，目前流动性远没有那么到溢出的阶段。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/982c4fa40c0fbff3c436094c72e235ce\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p>从交易策略看， <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> coin仍然需要控制仓位，尽可能低吸；除非山寨季到来，也就是<strong><em>下图crypto ex-BTC突破旗形整理，或者是BTC的突破，那么coin的主升浪也随之到来</em></strong>，此时应用对待主升浪的方式去交易。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4250f78899b57b644468716f6afd1e19\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cafeb613e481d7d9aba2cc0d22c82767\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p style=\"text-align: justify;\">如果你觉得文章不错，或者对crypto有兴趣，欢迎随时私信。</p>\n<p style=\"text-align: justify;\">Thanks a lot.</p></body></html>","htmlText":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13d7f35e1866bc9562ea1fe2740bec86\" tg-width=\"626\" tg-height=\"626\"><span>Image</span></p>\n<p style=\"text-align: justify;\">写在前面：因为文中是tradingview中直接的截图，所以手机观看可能体验不佳，<strong><em>建议电脑查看</em></strong>。</p>\n<p style=\"text-align: justify;\">一句话：Crypto主升浪即将来，山寨币需要一点点耐心。mstr短期高估，中期合理，长期低估；coin需要耐心等待主升浪。</p>\n<p style=\"text-align: justify;\"><strong>About BTC</strong></p>\n<p style=\"text-align: justify;\"><a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2411(BTCmain)$</a> BTC最近一直在6.7-6.9w之间震荡，有点磨人，笔者认为主升浪就在不远，交易来说可以持有部分的底仓，还有部份的仓位突破买入。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b92f30fe88cd09be4f73082d4ac90b9\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4c0164e8526044e818bcaba490567d\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8565176f978d9c340718f10b8819898\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p style=\"text-align: justify;\"></p>\n<p style=\"text-align: justify;\"><strong>About MSTR</strong></p>\n<p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> MSTR从下面的图上来看，对于6.9w的BTC有一点点贵，但是对于7w5甚至8w的BTC来说完全合理，这个概念有点像<strong><em>股票计价了一年后的业绩所对应的forward PE</em></strong>。所以这个时候MSTR就很容易超涨超跌：<strong><em>涨的多是因为未来的预期很好，那mstr先抢跑，先把估值打上去</em></strong>；跌得多是因为如果BTC出现调整，mstr需要回摆。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4275a3463bcdb2385a88fed00891b2a3\" tg-width=\"1080\" tg-height=\"512\"><span>Image</span></p>\n<p style=\"text-align: justify;\">那么我想对于MSTR的交易策略就很直接了：这个位置<strong><em>除非BTC直接突破，不然暂时不要买入MSTR</em></strong>，因为现在forward PE带来的安全垫太少了。如果BTC出现调整的话，迟迟没有突破的话，那么mstr也有概率出现调整，<strong><em>只要到达一个合理的估值，完全可以继续大胆买</em></strong>。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a59559aa5b89d6053ffc0814d85a47ad\" tg-width=\"1080\" tg-height=\"437\"><span>Image</span></p>\n<p style=\"text-align: justify;\"></p>\n<p style=\"text-align: justify;\"><strong>About Altseason</strong></p>\n<p style=\"text-align: justify;\">山寨季：显然还没有来，下图列举了3个比值。在图片里面，上方是 crypto cap ex BTC / BTC cap，中间是ETH / BTC ，下方是coin / mstr，他们都长期处于ma250以下，所以很明显山寨季还没有来临。逻辑上来说，山寨季和流动性溢出有关系，目前流动性远没有那么到溢出的阶段。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/982c4fa40c0fbff3c436094c72e235ce\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p>从交易策略看， <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> coin仍然需要控制仓位，尽可能低吸；除非山寨季到来，也就是<strong><em>下图crypto ex-BTC突破旗形整理，或者是BTC的突破，那么coin的主升浪也随之到来</em></strong>，此时应用对待主升浪的方式去交易。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4250f78899b57b644468716f6afd1e19\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cafeb613e481d7d9aba2cc0d22c82767\" tg-width=\"1080\" tg-height=\"477\"><span>Image</span></p>\n<p style=\"text-align: justify;\">如果你觉得文章不错，或者对crypto有兴趣，欢迎随时私信。</p>\n<p style=\"text-align: justify;\">Thanks a lot.</p></body></html>","text":"Image 写在前面：因为文中是tradingview中直接的截图，所以手机观看可能体验不佳，建议电脑查看。 一句话：Crypto主升浪即将来，山寨币需要一点点耐心。mstr短期高估，中期合理，长期低估；coin需要耐心等待主升浪。 About BTC $CME比特币主连 2411(BTCmain)$ BTC最近一直在6.7-6.9w之间震荡，有点磨人，笔者认为主升浪就在不远，交易来说可以持有部分的底仓，还有部份的仓位突破买入。 Image Image Image About MSTR $MicroStrategy Incorporated(MSTR)$ MSTR从下面的图上来看，对于6.9w的BTC有一点点贵，但是对于7w5甚至8w的BTC来说完全合理，这个概念有点像股票计价了一年后的业绩所对应的forward PE。所以这个时候MSTR就很容易超涨超跌：涨的多是因为未来的预期很好，那mstr先抢跑，先把估值打上去；跌得多是因为如果BTC出现调整，mstr需要回摆。 Image 那么我想对于MSTR的交易策略就很直接了：这个位置除非BTC直接突破，不然暂时不要买入MSTR，因为现在forward PE带来的安全垫太少了。如果BTC出现调整的话，迟迟没有突破的话，那么mstr也有概率出现调整，只要到达一个合理的估值，完全可以继续大胆买。 Image About Altseason 山寨季：显然还没有来，下图列举了3个比值。在图片里面，上方是 crypto cap ex BTC / BTC cap，中间是ETH / BTC ，下方是coin / mstr，他们都长期处于ma250以下，所以很明显山寨季还没有来临。逻辑上来说，山寨季和流动性溢出有关系，目前流动性远没有那么到溢出的阶段。 Image 从交易策略看， $Coinbase Global, Inc.(COIN)$ coin仍然需要控制仓位，尽可能低吸；除非山寨季到来，也就是下图crypto ex-BTC突破旗形整理，或者是BTC的突破，那么coin的主升浪也随之到来，此时应用对待主升浪的方式去交易。 Image Image 如果你觉得文章不错，或者对crypto有兴趣，欢迎随时私信。 Thanks a lot.","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/363807233081536","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["MSTR","COIN","BTCmain"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1401,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":129,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/363856745136192"}
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