● $BTC Season is Memecoin Season.
When Bitcoin rises, people often buy memecoins en masse, which positively affects their prices.
● Long-term holders continue to sell $BTC aggressively and have already sold nearly 730,000 $BTC over the month.
U.S. spot ETFs play a key role, absorbing about 90% of the selling pressure.
● $SOL above $500 may be a reality.
Memecoins, along with AI and DePIN narratives, are attracting a lot of attention.
Even when the memecoin era comes to an end, AI and DePIN projects' developers continue to opt for Solana.
● Blockchain-based AI agents are still undervalued.
AI agents are already making their mark in the real world. However, AI built on blockchain offers greater decentralization and privacy.
● Ethereum is set to rise.
Open interest in Ethereum has exceeded its previous all-time high, surpassing $13 billion—a growth of over 40% in the last four months.
● Most Ethereum L2s Will Fail.
The most promising L2 at the moment are Base and Mantle.
Unless Ethereum Foundation develops "a concept of L2 hubs", 90% of L2 chains will not survive the next bear cycle.
● Trendy technologies will succeed.
AI, DePIN, and RWA are the future.
At least that's how retail sees it, so keep an eye on these trends.
● Non-key narratives are great for speculation.
For example, DeSci is very interesting. While it may be less popular, it has been and will continue to be well-pumped.
● Quantum Crypto.
Quantum stocks have surged over 1000% in just one month.
It's worth keeping an eye on projects that are quantum-related in crypto.
● Santiment.
Take what people say here with a grain of salt. They're often too bearish during dumps and too bullish during pumps.
● Letting go of altcoins.
When you consider offloading your altcoins and everyone labels you an absolute idiot, that's your cue for the best moment to cash out.
● cobie's thoughts.
I think Cobie knows something a little more about this market than we do.
Listening to his insights and then making your own decision would be wise.
● The old rules of the market still apply.
Even though this cycle differs greatly from previous ones, altcoin growth remains heavily reliant on Bitcoin dominance.
● The market is a cycle.
Today it's memes, tomorrow it's technology, and the day after, regulations.
Cycles have never been canceled. Remember that.
● Thought from My Experience.
Some people might benefit more from seeking dips in alpha plays, rather than attempting to catch another risky beta play.
Reflect on it.
