● The $BTC season is the Memecoin season.
When Bitcoin rises, people often buy memecoins en masse, which positively affects their prices.
● Long-term investors continue to sell $BTC aggressively and have sold nearly 730,000 $BTC this month.
US spot ETF funds play a key role, absorbing about 90% of the selling pressure.
● $SOL above $500 could become a reality.
Memecoins, along with AI and DePIN stories, are attracting a lot of attention.
Even when the memecoin era ends, AI and DePIN project developers continue to choose Solana.
● Blockchain-based AI agents are still undervalued.
AI agents have started to make their mark in the real world. However, AI built on blockchain offers greater decentralization and privacy.
● Ethereum is expected to rise.
Open interest in Ethereum has surpassed the previous all-time high, exceeding $13 billion - a more than 40% increase in the past four months.
● Most Ethereum L2s will fail.
The most promising L2s currently are Base and Mantle.
Unless the Ethereum Foundation develops 'a concept of L2 hubs', 90% of L2 chains will not survive the next bear cycle.
● Trendy technologies will succeed.
AI, DePIN, and RWA are the future.
At least that's how retailers perceive it, so pay attention to these trends.
● Non-mainstream stories are good for speculation.
For example, DeSci is quite interesting. Although it may not be popular, it has been and will continue to be well pumped.
● Quantum Crypto.
Quantum stocks have increased by over 1000% in just one month.
It's worth paying attention to quantum-related projects in crypto.
● Santiment.
Be cautious about what people say here. They tend to be overly pessimistic in downturns and overly optimistic in upswings.
● Let go of altcoins.
When you consider selling your altcoins and everyone labels you a complete fool, that's a signal for the best moment to cash out.
● Cobie's thoughts.
I think Cobie knows a little more about this market than we do.
Listening to his insights and then making your own decision would be wise.
● Old market rules still apply.
Although this cycle differs greatly from previous cycles, the development of altcoins still heavily depends on Bitcoin's dominance.
● The market is a cycle.
Today is meme, tomorrow is technology, and the day after is regulation.
Cycles have never been canceled. Remember that.
● Insights from My Experience.
Some may benefit more from looking for dips in alpha plays rather than trying to catch another risky beta play.