Last night, the US stock market opened lower and fell, and after hitting the bottom, it closed with a negative line with a lower shadow, ending the four-day winning streak, and the December K-line returned to the moving average support. Bitcoin spot ETF had a net outflow of 367 million yesterday, while Ethereum spot ETF had a net inflow of 27.5 million.
The overall trend of altcoins follows Ethereum. Although it has returned to the recent bottom, it is weak and lacks obvious support from Ethereum. This wave of market has been trading on the expectation of Trump's election since mid-October. After two months of rise, it is now almost coming to an end. If counted from mid-September, this wave of market has lasted for three months.
At this stage, the market lacks new narratives and can only enter a shock cycle of the same level. Trump will not officially take office until January 20, 2025, and may introduce substantive policies after taking office. Therefore, it is suitable to wait and see now, and do more and less.
Some fans asked Xiao Miao if the altcoin season is still there? In fact, the explosion of altcoins only exists in the "hot season".
So the question is, what is the hot season?
Not all altcoins will surge higher.
Only 1 to 3 sectors will rotate and rise.
The increase of hot coins in each wave of the market is usually 3 to 5 times. During the period of Bitcoin volatility, it is a good time for hot altcoins to perform.
A wave of rise and fall is normal.
The sectors that everyone is paying attention to usually have a delayed outbreak, while the neglected sectors may start early.
In this bull market, you need to slowly plan and steadily make profits. If you rush for quick results, you will easily miss the opportunity.
The recent explosion of Ai16z has driven the rise of underlying protocol TEE technology currencies, with PHA and ATA being the top choices. Although PHA has made a wave, ATA was ambushed again this morning. The current price is at the bottom, and the weekly and monthly lines have just started to rise and the volume has begun to increase. There is still a lot of room. However, don't chase the rise, wait for the retracement before paying attention, and the target band income is 17%-40%.
Just got into $METAV, my logic is very simple (for reference):
$METAV is a project that combines AI + TEE (technical executable environment). Together with $Spore, it has become the twin star of AI TEE, enhancing the AI narrative. However, $METAV focuses more on community development.
The project broke the pre-sale price, with the highest increase reaching 4.5 times. It has now returned to the pre-sale price, and the community foundation is solid.
The founder @123skely did not re-establish his account after being blocked on Twitter, and the loss of contact has made the market bearish. Once he returns, there may be a reversal.
A16Z-related tokens $ai16z, $ELIZA, and $degenai have performed strongly recently. A16Z has made a heavy bet on the AI field. As its direct project, $METAV has a short period of abandonment, but it is still worthy of attention.
$Spore, a competitor in the same field, has performed strongly, with a market value of 80 million, twice that of $METAV.
If you are optimistic about the Memes + AI narrative combination, A16Z tokens are the best choice, and every pullback is a profit opportunity.
Key Narrative in 2025: The Rise of AI Agents
AI Agents may become a key node in changing the way we interact with the on-chain and online world. Although it is not clear whether its impact will be far-reaching, it is undoubtedly short-sighted to ignore its potential.
Staying curious, actively exploring, and flexibly adapting will bring opportunities to individuals and industries; those who refuse to accept change may be eliminated by the times.
Today's article ends here. We are currently in a bull market, and the situation is turbulent. We share passwords every day. If you don't know what to do in a bull market, welcome to follow us. Bull market spot passwords and layout strategies can be shared free of charge.