In the new month, we continue to lay out strategies, and there are several points that everyone needs to pay attention to: 1. The appreciation rate of ETH is too steep; a sideways movement is rather good as it is conducive to further highs. Support is focused around 0.373, while 3730 is a strong resistance level, with initial support looking at around 3570. 2. Altcoins have shown daily and weekly rebounds as ETH leads. The likelihood of a slight market adjustment has increased. 3. There will be a non-farm payroll on the 5th, CPI on the 11th, and Christmas at the end of the month, which may cause significant volatility in the market.
Looking at the next six months, I am optimistic about ETH and altcoins. In addition to the peak of the stablecoin and BTC.D, there is also:
BlackRock's ETH ETF purchase volume has surpassed BTC for the first time and has repeatedly built large positions. After the two rate cuts, the Fed's balance sheet has shifted from tightening to expansion; it is only a matter of time before the shift from tightening to easing occurs. Funds will chase higher-risk, higher-return assets, with continued large inflows into the ETH ecosystem and popular altcoins.
A narrative of nuclear bomb level has emerged in the crypto world! Besides BTC's strategic reserves, the most prominent XRP reflects Wall Street capital's new investment direction in the crypto space: blockchain technology transforming traditional finance, including payments, RWA, inclusive finance, DEFI, etc.
Trump's rise to power has cleared regulatory obstacles. This is a market without a ceiling; it is a sustainable narrative of nuclear bomb level and has practical applications. In the future, you will hear more and more projects collaborating with traditional finance.
$XRP
It has gone crazy. Since Trump took office, this coin has not stopped. After more than 3 years of washing and silence, it reached its historical ATH in just 4 weeks, and its market value has now reached over 130 billion, making it the third largest cryptocurrency in the world.
The underlying logic of XRP's rally. XRP, ADA, and HBAR are several years old coins with strong financial strength and community foundations. The core reasons for the recent explosion are several concentrated positive factors: 1. SEC change of personnel 2. XRP's boss becomes Trump's crypto advisor 3. Victory in the lawsuit between XRP and the SEC 4. XRP has solid business and cash flow, with no pressure for the rally, and the company's cash exceeds 10 billion 5. Short-term BTC is moving sideways upwards, and market optimism is rising.
XRP is driving the old coins. Today, I saw that $hbar, $ltc, $eos, $iota, etc., all showed crazy rally trends. The market is currently further increasing the valuation of old coins and high market value coins, which are key focuses.
The meme market on SOL was not ideal this weekend, but it still cannot stop the enthusiasm of on-chain PvP. Many memes are still being launched daily, but there are very few gold dogs or sustainable ones.
During the adjustment of the new meme, the old memes performed well this weekend, such as $pepe, $doge, $shib, etc., all saw some increases. The current trend looks very healthy and will continue to gain momentum.
$ETH is driving the entire ecosystem to soar. Last week, the inflow of funds into Ethereum ETFs directly exceeded that of BTC ETFs, which is enough to show that institutions and capital are focusing on ETH. Therefore, the rise of ETH will drive the entire sector to take off, especially the DEFI sector, such as $crv, $zro, $cvx, etc., which all performed well over the weekend. As ETH continues to gain momentum, DEFI and other sectors will keep flying. From the market cap share of Bitcoin, there is still some room for downward correction, indicating that altcoins still have some room for catch-up.
➜ $FIL
$FIL is the leader in the storage sector.
Recently, Grayscale publicly holds FIL. The official X announced that it has started publicly subscribing to FIL, and its FIL holdings are still increasing, indicating that a large amount of funds will enter the market in the future. The cost-performance ratio should still be good.
➜$AIOZ
A comprehensive DePIN solution suitable for Web3 storage, decentralized AI computing, streaming, video on demand, and other application scenarios. AIOZ provides a decentralized market for the decentralized physical infrastructure (DePIN) market, allowing contributors to monetize their AI-related assets and computing resources. This is the first DePIN project listed in Nvidia's accelerated application directory, alongside industry leaders like Adobe, Epic Games, and Autodesk.
➜$UNI
Since the launch of the AMM mechanism, Uniswap has been regarded as the benchmark for the DeFi industry. With the launch of V3, V4, and UniswapX, it has almost shocked the market every time. As a pioneer of DeFi, Uniswap's AMM/CLMM liquidity market-making mechanism is widely used in decentralized exchange platforms across major public chains.
As a pioneer of decentralized exchanges that has navigated through bull and bear markets, we can see that UNI is the absolute leader in new application scenarios of blockchain technology!
➜$PENDLE
Pendle has been quite active recently, and V3 is also being promoted for launch.
1. A bull market is a money-printing machine for strong applications in DeFi, and Pendle's TVL and revenue are continuously increasing.
2. Launching V3 while continuing to push the RWA narrative, along with the compliance opening of this round and CZ's strong push for application narratives, Pendle still has room to grow.
3. The team's performance this year has been consistently high quality, and the price has almost steadily risen.
