1. BTC Ecology
Highlights: Interest in BTC staking, wBTC competitors like $T, and BTC inscriptions like $SATS and $ORDI.
Important development: Babylon’s impact on BTC staking.
Competitors to wBTC include $cbBTC from Coinbase and $tBTC from Threshold, the latter of which has significant growth potential.
Fractal Bitcoin will be launched on the mainnet on September 9th, which may benefit the BRC20 ecosystem.
2. DeFi
Main Catalysts: Uniswap v4 ($UNI) is considered the most important catalyst in the current DeFi ecosystem, and Cow Protocol ($COW) is also making moves.
Watchlist: Uniswap v4 is coming soon and could have a significant impact.
$AAVE is also on the radar, although its plans for tokenomics may take time to materialize.
3. Solana Ecosystem
Opportunity: The recent cooling of the Solana ecosystem could provide a buying opportunity.
Interesting Tokens: $JTO, $CLOUD, $DRIFT, $KMNO are the tokens you have your eye on that might attract the attention of the market.
4. RWA (Real World Assets)
Caution: Projects such as $MPL and $CPOOL can be considered, but investments in the RWA sector need to be cautious at this stage.
Noteworthy Items: Maple ($MPL) fundamentals are performing well.
Clearpool's new Layer 2 project Ozean is one to watch, despite a lackluster market response.
5. Stablecoins
MakerDAO’s name change: MakerDAO’s name change and its potential impact on decentralized stablecoins, specifically $LQTY.
6. Other key events
MATIC Name Change: $MATIC will change its name to $POL on September 4th.
CZ Release: The release of CZ may have an impact on $BNB.
Project upgrades: Pay attention to the upgrades of projects such as Eigenlayer and Arbitrum, as well as possible TGE events for some projects.
This strategy reflects a cautious approach that focuses on potential catalysts and emerging opportunities across various sectors within the cryptocurrency market. #币圈资讯