Waking up today, BTC and ETH both hit new highs, with almost no pullback, looking very strong.
This wave of ETH surging to a historical high, touching 5000, I think it's no problem. The SOL I mentioned the day before yesterday also successfully broke through 200, can be held long-term, and short-term traders can start partial direct operations.
Yesterday's OKB, today's #BNB , #SOL , #ADA .... and other Altcoins are all rising, market heat is igniting, and people will ask, will there be an Altcoin season this time? I still maintain my view that don't even think about an Altcoin season, market capital flow doesn't allow it to be like in 2021, and the prosperity is hard to reproduce. There are four specific reasons:
1️⃣ ETF channels have absorbed most institutional funds; 2️⃣ External economic environment is not supportive; 3️⃣ Too many Altcoin projects in the secondary market; 4️⃣ Even if 2021's massive liquidity is replicated, it would be difficult to reproduce that year's prosperity.
Now, besides BTC and ETH, there are not many investable targets.
Since ETH is leading the market, you can pay attention to its ecosystem core coins, such as $UNI, $ENA. Mainstream exchange platform coins are also worth looking at, backed by exchanges and with a good market trend, $BNB, $OKB have already hit new highs, $BGB has been sideways for weeks, as long as the platform doesn't mess up, such market trends will basically pull up a wave. And in this market round, an old logic has completely failed - ETH rising ≠ Altcoins collectively surging.
The reason is simple:
- Fund structure has changed: Previously, retail investors flooded in, now the main players are ETF, institutions, and large funds, focusing more on risk and efficiency;
- Hotspots are highly concentrated: Funds only chase AI, RWA, stablecoins, and other few tracks, with almost no traffic for other sectors;
- Selling pressure is obvious: High-position trapped盘 will sell as soon as there's a rebound, suppressing continuous upward space;
- Player mentality has changed: After the bear market baptism, everyone is more willing to hold stable leaders, not wanting to gamble on shit coins.
Now is no longer an era of "equal distribution" for Altcoins, money and attention are concentrated on a few quality tracks and leaders, and the remaining projects can only fend for themselves. The chances of making money will become fewer and fewer going forward! Seize the opportunity!
Okay, let's look at the trend of several potential Altcoins today:
$LINK : Surged 50% in two weeks, LINK is also on point this time.
As the "standard infrastructure" of the RWA track, whether stablecoins, RWA, or cross-chain interoperability, it has its presence. Oracle market share is 84%, DeFi is 68%, even Wall Street is using it. Now at $24, still 30% away from its previous high, on-chain activity and whale trading volume are simultaneously hitting new highs - perhaps this is the real crowbar of the bull market.
$ETHFI : From being questioned to about to take off, should we take another look at ETHFI?
In Tuesday's "Crypto Edition" I mentioned ETHFI, at the time, the host directly said - it's still in a downward trend. Many people were stunned: if it's declining, why focus on it? But the market is interesting - looking back now, ETHFI daily line has broken through the ascending triangle, currently pulling back to the key support of 1.30. As long as it holds here, the accelerating trend of 1.5~1.6 could explode at any time. It can even be bold, directly climbing to 3 is possible.
Some opportunities might look like a trap at first, but later you realize it's the starting line.
Lastly, let's talk about $OKB, yesterday's move was truly eye-catching, but don't worry, I'm not on board.
Transforming from an exchange coin to L2 public chain X Layer native Gas, 21 million fixed quantity, no additional issuance or burning, scarcity is maximized. OKX is also investing in ecosystem, cross-chain, DeFi, RWA, aiming to follow BNB's path. Many track competitors, if TVL doesn't break $5 billion within 2 years, it's unlikely. Currently with a market cap of $2 billion, after formation, $5-10 billion is stable, and in a bull market, even $20-50 billion, corresponding to $500-2000.
My idea is simple - blindly ambush below $100, and leave the rest to the market.
Market waves come one after another, going alone is easy to get lost.If you want to catch the next wave of multiple gains, welcome to join my circle, watch the market, communicate, and buy the dips with a group of old friends! Let's take fewer detours and outrun the next bull market!
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