How to play it now.......

B E S altcoins, no coins are rising, all retail investors are wiped out.

Funds are concentrated in the hands of a few, and there is no way to buy any altcoins in the secondary market.

Whenever there is an ICO, it gets oversubscribed by a hundred times, completely turning into a large capital management project, and once it goes live, the price is smashed down, with excessive expectations turning into percentage returns.

There is no narrative that can sustain the heat for 3 months; the heat only exists when not launched, and once launched, the narrative ends. All excess expectations have been overdrawn in advance by deposits + ICO + rug pulls.

The monetization cycle is accelerating, and profits are getting thinner.

The project team has lost their dreams and faith, no one wants to do a good project, and no one even wants to touch secondary market making; everyone is just thinking about getting an alpha, getting a contract, and using small swaps to leverage the big contract market for arbitrage.

All the way usual zkc aster mmt falcon xpl big funds are participating in the new offerings, and the annualized return on capital is getting lower and is about to drop below 8%.

I might as well just invest in aave pure U financial management, let's stop playing around.