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ETH/BTC这个交易对其实值得和BTC主导率图表一样重视。
市场要保持山寨季的热度,关键就在这一点:0.0309这个价位必须守住,一旦跌破,整个轮动逻辑就容易崩塌。从波浪理论的角度看,我的预期是在第i波的第5浪再走出一个高点——这个情景仍然是目前最看好的方向。
说到交易策略这块,我目前还持有核心ETH头寸的80%,并没有大幅减仓。这个配置既给自己留了参与反弹的空间,也保持了风险管理的灵活性。关键位守不守,后面怎么走,这决定了整个altseason能走多远。