Trump has once again confirmed his commitment to establishing a Bitcoin strategic reserve, and it seems he is serious. This is a shot in the arm for Bitcoin's market. Bitcoin broke through the December 5 high this morning, setting a new historical high.
Prices are continuously reaching new highs, and since the weekly level has not accelerated yet, the weekly level will still maintain the current upward rhythm, continuing to break through step by step and constantly creating new historical highs. The daily level is experiencing normal adjustments. Trump will officially enter the White House in January, so there are still many positive expectations ahead, and ETF funds are still continuously flowing in, so don’t be afraid; the bull market is not over yet.
The altcoin season has arrived ≠ Your altcoin's season has arrived ≠ You can make big profits ≠ If you make profits, you can run away. Plan ahead: which ones to buy, spot or contract, how to allocate positions, how to take profits as prices rise, when to withdraw, if others' coins rise while yours doesn't, whether you continue to hold or sell yours to chase others, etc. Currently, as long as Bitcoin is still in a strong position, the market remains relatively healthy. Next, we can pay attention to Ethereum's rebound, leading altcoins to soar. Friends who are out of the market can look for opportunities to enter for a swing trade, but in this kind of market, it's also easy to get yourself burned. A simple case: poor mindset: sell too early—then chase—buy at the peak—get stuck in a pullback.
Among altcoins, ONDO and ENA stand out the most.
That's because Trump's crypto asset project has acquired new assets, mainly focused on DeFi, top applications, and the RWA sector.
The four tokens recently purchased are: AAVE, Link, ENA, and ONDO.
These may not necessarily be the coins we want to follow, but they can serve as a directional indicator, which is quite valuable for reference. However, retail investors should not completely follow institutional operations, as the capital amounts differ and the risks are also different.
The RWA track is also worth paying attention to, as Wall Street giants like BlackRock, Grayscale, and Franklin Templeton are slowly allocating assets to RWA!
Coins like Ondo, Tru, Pendle, OM, Polyx, RIO, and RSR are potential targets in the RWA track and are worth paying attention to.
With Bitcoin's independent market conditions, most memes have not changed much at low levels. Let me share my views on the upcoming market conditions.
Re-select quality targets.
Most memes have already worn out retail investors, while Bitcoin continues to challenge its all-time high. Following a Bitcoin pullback, memes may not continue to crash but will instead pump rapidly, shaking off all retail investors.
Recommended memes to observe, look for opportunities to buy at the bottom.
First of all, it's still the $mew meme, which is primarily driven by South Korea.
Next is the $moodeng hippo. From my observation, the dealer has a good strategy, and every time there is positive news, they will rapidly pump the price, whether it's during a 5m on-chain period, an official tweet from x, or being listed on Coinbase. Recently, it was also listed with the Korean won trading pair, and it will continue to be a main force.
On-chain market conditions will heat up again.
The secondary market has lost the meme wealth creation effect, with funds flowing back to the big gambling table. Moving forward, more attention will be on the on-chain market conditions. However, currently, most AI agent opportunities are relatively difficult for retail investors to grasp. This is more like secondary VC; I suggest buying a few top ones to experience them and avoiding new projects.
