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许多人在寻找资产进行押注时犯的最大错误是天真地押注最低市值,而不是押注反身性
$PEPE 在今年前48小时内上涨了50%,尽管已经是大市值,但市场总值几乎增加了$1 十亿
$USELESS 在同一时间段内上涨了60%,尽管它是一个市值较低的迷因币,约为$100 百万
有趣的是,几个更小的迷因币(,即市值在$10m–$100m 范围内),在同一时期内仅上涨了30%,尽管它们的市值远低于PEPE,甚至低于USELESS
如果你买入PEPE,市值达数十亿,你的表现会优于所有这些较低市值的资产
如果你买入USELESS,表现会更佳
当新趋势出现时,赢的方法就是简单地押注领头羊和表现优异者
就USELESS而言,虽然它与PEPE同步趋势,但它的市值远低于PEPE,因此可能更为波动——但趋势对它有利,就像对PEPE有利一样,这使得在低市值资产上押注实际上是明智的选择