Hello everyone, I am Wenxin Wanyu.
Starting with zero positions, primarily investing 3000 yuan weekly, with small contracts as a supplement, no all-in bets, no blind chasing. The pen is the backbone, stability is the guideline. With a calligraphy mindset to resist volatility, weekly real trading reviews, documenting the crypto restart journey from 0 to 1. Today, in conjunction with CoinMarketCap's latest narrative algorithm (price + news + social heat), I share three major trend observations for your reference, let's witness long-term profitability together.
1. Binance Ecosystem — A stable safe haven continues to accelerate 💪
In the past 30 days, the Binance ecosystem outperformed the market by +13.18%, with a market cap of 2.27 trillion dollars. Binance spot and futures account for 35.4% of global BTC trading volume, and Binance Alpha rewards continue to attract funds. Even in a bear market, the ecosystem with the deepest liquidity and the most substantial user incentives remains the mainstream safe haven choice.
My operational thinking: Continue to dollar-cost average into BNB this week, with small positions in ecosystem projects. Stay steady, don't chase highs, wait for a pullback to add.
2. Layer 1 - Cooldown period, value reassessment ❄️
A 168% increase over the year, but a 4.95% underperformance compared to the market in the last 30 days. Solana has lost nearly 94 million users (OAK Research data), while BNB Chain is growing. The market is punishing infrastructure that is 'broad but not precise,' with funds favoring assets like BTC/ETH that have clear anchoring and income.
My observation: Not chasing Layer 1 in the short term, continuing to lean towards mainstream assets. Only consider small positions when differentiated narratives reappear.
3. US Strategic Crypto Reserve - Policy Dark Horse Rising 🌟
After the executive order in March 2025, this narrative began to ferment. Mainstream coins such as BTC, ETH, SOL, and XRP may be included. If the HR 3798 bill is implemented, sovereign-level buying will completely change the supply-demand structure, shifting from speculation to strategic assets.
My stance: Long-term bullish, but not all in at this stage, waiting for substantial progress in legislation before increasing positions. Policy catalysts are worth waiting for with patience.
Summary: The current market is extremely fearful, funds are clustering around the Binance ecosystem, withdrawing from weak Layer 1, waiting for policy signals. In the next 24-48 hours, watch BTC/ETH spot ETF net inflows to see if they can stabilize emotions.
My principles remain unchanged: $3000 dollar-cost averaging every week + small contracts, focusing on review and prioritizing profits. Stay calm, withstand volatility. Welcome to follow, let's record real operations together, from 0 to 1.
What do you think? Should we continue to cluster around the Binance ecosystem, or preemptively position ourselves for policy reserves? Let's discuss in the comments and empower each other. 🙏
#BinanceEcosystem #Layer1 #CryptoReserve #DollarCostAveraging #SmallCapitalCrypto #BTC走势分析 $BTC
