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The AI ​​sector is outperforming the broader market, with catalysts on the horizon

The AI ​​sector has been the strongest performer in the recent market rally, and Deutscher expects it to continue to outperform if altcoins continue to rally.With upcoming catalysts like Apple WWDC, NVIDIA earnings, and ChatGPT 5, the AI ​​narrative maintains a constant buzz due to its endless stream of real-world news and hype.

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Specific AI altcoins to watch

  • RNDR: The most direct proxy for guessing Apple events due to its "partnership" with Apple. Historically, it has also been a leader in the field of artificial intelligence during rotation.

  • NEAR, FET, AIOZ: Many AI altcoins have rebounded cleanly from 1D support and created higher lows, indicating the potential for further gains.

TON, which has been making a lot of noise recently, experienced a “sell the news” incident after Token2049. However, there are still some developments in the pipeline, including the recently announced Pantera investment, making it a token worth paying attention to.

ENA: Bullish market favors Ethena, potential exchange listing rumors

As the market turns bullish again, a return to positive is expected, essentially favoring Ethena (ENA). The team has been cooking lately, announcing more reward boosts, with the founder also tweeting “big week”. Rumors of a T1 exchange listing are also circulating. However, the market should note that ENA will reflect based on interest rates, outperforming during bull markets and vice versa.

JTO: Building the “Solana Feature Layer”

Rumor has it that JTO is building “Solana’s feature layer,” essentially reinjecting SOL.

Given the hype around Eigen, a similar situation could happen with JTO if the team can pull it off. The re-hypothesis has yet to fully unfold, and the “failed” airdrop didn’t help in the short term.

Other tokens worth noting: ETHFI, SEI,

  • ETHFI: Despite the sell-off of many LRT-related tokens following Eigen, TVL appears to be increasing. Deutscher believes that some of the sell-offs were overreacted and some of these tokens may experience mean reversion.

  • SEI: With the next biggest L1 Monad launching later this year, people may start positioning as “Monad Betas”. SEI is one such token as it is also part of the parallel EVM narrative and has been heavily sold off recently.



(Personal opinion, not a recommendation)

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