Placeholder Partner: The current market resembles an early bull market opportunity; long-term investors are advised to systematically accumulate tokens
Co-founder Chris Burniske stated that long-term investors should not repeatedly struggle with entering or exiting the market, but should systematically accumulate tokens over time, and not confuse long-term investing with short-term trading. He suggested using his most successful investment targets as a reference, calculating target holdings based on the total supply of network tokens.
He gave an example that the total supply of ETH is about 120 million tokens. If one previously held 10 ETH, based on the network holding ratio, the total supply of SOL is about 636 million tokens, corresponding to about 53 tokens; the total supply of TIA is about 1.16 billion tokens, corresponding to about 97 tokens. If one wishes for the TIA network share to reach 10 times the original ETH holding share, approximately 970 TIA would be needed. For ZEC, since its supply is similar to BTC, the ideal BTC holding quantity can be used as a reference for accumulation targets.
Regarding the current market, he noted that many crypto assets have fallen 20% to over 40% from their highs, while BTC has dropped less than 10%. He is more inclined to believe that BTC's previous relative resilience has led to significant adjustments in assets with lower risk appetite, making the current situation more like an opportunity in the early stages of a bull market rather than a warning signal of a bull market trap. He also reminded that one should consider the possibility of further price declines, suggesting to invest remaining cash in batches and determine the investment ratio based on the probability of local bottoms at different price levels; even if some preset price levels are not reached and cash remains, it can still be acceptable.