2026-01-06 08:27:51

The story of copper has come to an end, and next up are aluminum and chemical products. The costs for China Aluminum are at 8.68, and for Zhongtai Chemical at 4.68—these are solid numbers.

This year's main investment theme is clear: the chemical cycle. Segments like chlor-alkali chemicals are worth paying attention to, and there’s still a chance for this cycle to continue.

By the end of the year, I plan to bottom fish BTC and leading cryptocurrencies. Will the US midterm elections provide a bottoming opportunity? That’s something to watch. Short-term predictions are difficult, but in the medium term, allocating to these assets still makes sense.

Looking further ahead—by 2026, it might be time to start dollar-cost averaging into oil-related companies, preparing for the oil price rise in 2027. This is a long-term strategy.

A side note: the valuation levels of value stocks and growth stocks are now approaching the historic lows of the Great Depression from 1929-1932. What does this indicate? What might the market be brewing?

BTC-0,43%

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ApeDegen

· 01-08 12:20

The Great Depression meme is back, this guy is really playing a big game... But to be honest, I haven't really figured out the chemical industry yet. Whether the cost lines at 8.68 and 4.68 can be maintained is the key, right?

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SerLiquidated

· 01-08 10:17

Aluminum chemical industry is indeed worth jumping in; the cost data clearly signals it. To bottom out in the crypto space, it depends on how the US elections go. It feels like we should wait a bit longer. The 26-year oil idea is quite interesting; laying low in advance is a good move.

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wrekt_but_learning

· 01-08 06:45

The analogy to the Great Depression of 1929... Sis, your prediction is really bold, but to be honest, the current valuation is indeed extraordinary. I also want to buy the dip in Bitcoin, but who knows what will happen after the election. Speaking of which, this set of combined strategies actually has some merit. From the chemical cycle to cryptocurrencies to oil, the time span is a bit frightening. The numbers 8.68 and 4.68 look very solid, but the biggest risk with cyclical assets is misjudging the timing and buying in the middle of the upswing. DCA into oil in 2026? Bro, you're playing a big game here. Hope the oil prices in 2027 won't disappoint you.

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SchrodingerProfit

· 01-06 08:58

Wait, aluminum costs 8.68, chemicals 4.68... Are these numbers real? I feel like they might be a bit inflated. There’s no free lunch in the world. If you want to truly bottom fish in cyclical stocks, you need to time it right; otherwise, you'll just be taking the hit. Investing in oil companies for 26 years? Man, how far ahead are you planning? I'm still debating whether it will go up or down tomorrow. The Great Depression analogy is a bit scary, but it does have that vibe... The market’s strange quietness is quite eerie. Waiting for election results to hit the bottom in the crypto world? Come on, your investment cycle span is truly unbeatable.

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FarmHopper

· 01-06 08:57

Holding at a cost of 8.68, it feels a bit risky. How long can the chemical cycle withstand this wave? If you really want to bottom out BTC, it depends on whether the mid-term elections will be supportive. In the short term, it's indeed a gamble. Wait, that valuation level during the Great Depression... What are you implying?

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MetaEggplant

· 01-06 08:57

Wow, I’m convinced by this logic. From copper to chemicals and then to the crypto world, and finally oil and gas... It really has a complete grasp of the entire cycle. The comparison to the Great Depression is a bit stretched, and it feels like every time there's a sharp decline, it has to be explained all over again.

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SwapWhisperer

· 01-06 08:44

Copper is done, let's look at the chemical industry. This guy keeps detailed accounts... But on the other hand, before bottom-fishing in the crypto world, you need to see what’s going on in the US. This thing is really hard to predict.

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DYORMaster

· 01-06 08:43

Wait, can you really buy the dip just by looking at the cost price here? Aren't you afraid of getting trapped? Haha

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TommyTeacher

· 01-06 08:30

The chemical cycle this time does have some substance, but when it comes to bottom-fishing in the crypto world, you still need to be cautious. Choosing the right timing in a volatile market like this involves too many variables.

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