Regarding the recent drop in altcoins, I believe this is a normal correction in the early stage of the altcoin season's main upward wave, which also validates my view that has held since November: altcoins need to undergo a moderate correction before they can truly kick off the altcoin season. The previous rise was merely the initiation phase of the altcoin season, and now this phase has ended; we will welcome the main upward wave of altcoins.
In terms of operational strategy, I suggest adopting a 'barbell strategy'.
- Most positions (80%) can be allocated to mainstream coins like BTC, ETH, and SOL, while the remaining small portion (20%) can be allocated to some leading coins and MEME coins.
- If your capital is not large, it is recommended to focus operations, seize big opportunities, abandon small risks, and not to spread too thin. You can concentrate your funds on BTC and MEME coins.
- If your capital is relatively large, you can diversify appropriately, investing in projects across different tracks such as AI, MEME coins, DeFi, RWA, and DePin.
The train runs fast thanks to the engine leading the way; the lead brother has already set the target, Aave and Link must be closely monitored, with adjustments in batches during the pullback.
Based on the purchasing behavior of the Trump family, these two coins show strong market momentum. Aave (AAVE) and Chainlink (LINK) have become the biggest gainers, with reports that the Trump family's crypto project World Liberty has purchased a large amount of ETH, AAVE, and LINK, which subsequently surged by 20%.
Additionally, Coinbase is about to list the PNUT token, and Squirrel Coin has risen over 30% in the last 24 hours. As Su Bai mentioned earlier, Squirrel Coin still has momentum to mine, and we can expect its performance after it goes live on Coinbase.
➜ $VELO
▶ Market Cap: $346 million
▶ 24-hour trading volume: $66.2131 million
The current price of Velodrome Finance (VELO) is US$0.3984, with a 24-hour trading volume of US$66,213,165. This indicates a price increase of 159.52% over the past 24 hours and a price increase of 167.06% over the past 7 days.
The Velo protocol is a comprehensive financial ecosystem that leverages blockchain technology to provide secure, efficient, and interoperable financial services, focusing on digital credit issuance, decentralized exchanges, and future developments such as DAO governance and global network integration.
➜ $SCR
▶ Market Cap: $194 million
▶ 24-hour trading volume: $275 million
The current price of Scroll (SCR) is US$1.38, with a 24-hour trading volume of US$274,798,829. This indicates a price increase of 16.77% over the past 24 hours and a price increase of 39.44% over the past 7 days.
It is a Layer 2 scaling solution for Ethereum based on ZK-Rollup, a Layer 2 network. Aimed at expanding the Ethereum ecosystem, as a zkRollup fully compatible with EVM, its core technology is zkEVM, used to verify the correctness of EVM execution on the second layer.
The Trump family's crypto project is also closely related to SCR and its ecological construction.
➜ $TRIBE
▶ Market Cap: $301 million
▶ 24-hour trading volume: $71,700
The current price of Tribe (TRIBE) is US$0.6595, with a 24-hour trading volume of US$71,718.50. This indicates a price increase of 22.90% over the past 24 hours and a price increase of 22.79% over the past 7 days.
As a leading digital asset, Tribe has gained attention in the cryptocurrency market due to its strong fundamentals and active community.
➜ $SHDW
▶ Market Cap: $164 million
▶ 24-hour trading volume: $0.09 million
The current price of Shadow Token (SHDW) is US$1.02, with a 24-hour trading volume of US$8,844,899. This indicates a price increase of 23.12% over the past 24 hours and a price increase of 57.58% over the past 7 days.
SHDW, as a utility token powering the Shadow dePIN ecosystem, can provide users with decentralized storage, computing, network orchestration, and many other functions.
