Shanzhai Sector
Yesterday, leveraging the hot effect of the leading AAVE in the adjustment sector, the associated currency MKR saw a maximum increase of over 6%.
Focus on Hotspots
Ethereum Staking Sector: Leader
LDO: Increased by 15% yesterday, with a cumulative increase of 30% this week, showing short-term growth potential.
SSV: Strong performance, but facing selling pressure around 35 points, pay attention to the risk of adjustment.
Artificial Intelligence Sector: FET performed weakly, but may have opportunities for catch-up later, worth monitoring for ambush. Gaming Sector: SAND previously had a threefold increase, now significantly retraced, entering a period of consolidation, waiting for the next round of rally.
Primary Market
Market Heat: Solana chain's popularity continues to decline, morale is low.
ACT's market capitalization fell from 700 million to 400 million, the bubble is being digested, and can be positioned at 300 million during pullback.
The goat bubble expansion situation has temporarily eased.
Pnut's market capitalization is 1 billion USD, the bubble has not been digested, waiting for pullback opportunities.
Given the continuous expansion of the primary market scale, the increase in new ecological concepts, and the rapid digestion of hotspots, it is recommended to remain cautious and wait for better timing.
