Reasons to Focus on Bitcoin and Ethereum

Evaluations of the cryptocurrency market are divided. Comparing the returns of major assets this year, some point out that Bitcoin’s growth rate is lower than expected. Some use this as a basis to claim “cryptocurrencies are finished,” but such short-term judgments are premature.

Clear Criteria for Investment Strategies

In the world of investing, it is always difficult to determine what is “correct.” However, distinguishing “what should not be done” is relatively easier. The most certain conclusion that can be drawn from this principle is maintaining more than 50% of your portfolio in Bitcoin and Ethereum.

Many investors take a long time to accept this simple principle. After experiencing multiple surges and crashes, enduring significant losses, becoming overnight millionaires, and then losing everything again, they return to this fundamental rule. Unfortunately, many people cannot permanently escape this cycle and keep repeating the same mistakes.

Signals of Long-term Ecosystem Evolution

Past cryptocurrency crises were far more severe than current ones. Nevertheless, the ecosystem has always revived because the fundamental growth drivers are still in operation. Recent policy easing and financial market restructuring are sending important signals.

Global financial assets are diverging in two directions. One side shows full acceptance of blockchain assets and a trend toward virtualization, while the other promotes the stabilization of physical assets. Both of these trends are correct. The latter is a process of adjusting excessive leverage, and the former is an inevitable trend of human society’s digitalization and the AI era.

It’s Only a Matter of Time

If these two trends continue to strengthen, the re-explosion of crypto assets and the revival of the application ecosystem are inevitable. More important than the performance of individual projects is the fact that the overall ecosystem remains vibrant and does not decline. As long as there are people making constructive efforts, the future is bright.

An important point for investors to understand is that the purpose of this article is not to present a “secret to getting rich.” Instead, it aims to share past pitfalls and failures to help readers avoid repeating the same mistakes. The other projects mentioned in the process are only references, and true investment advice ultimately boils down to clear criteria like Bitcoin and Ethereum.