Over the past month, Ethereum (ETH) has risen by about 50%, indicating that the overall market sentiment is warming up. However, this rise is not that all altcoins have outperformed ETH, but rather a collective rebound. This situation may reflect a collective self-rescue behavior of long-suppressed projects when the market warms up. It is worth noting that even in this context, choosing the right currency does not mean that investors have extraordinary stock selection ability; sometimes, the general rise of the market will awaken those almost forgotten wallets.
For subsequent trends, the key lies in understanding the sector rotation characteristics of a bull market. In a bull market, different sectors and asset classes often take turns leading the charge, which requires investors to identify which sectors have sustained growth potential and to adjust their investment portfolios in a timely manner. Here are several areas worth paying attention to:
1. New Narratives Leading the Trend
AI-Driven New Narratives: With the development of artificial intelligence technology and its expanding range of applications, cryptocurrency projects related to these concepts are gradually becoming the focus of market attention. These new narratives include not only projects directly related to AI but also innovative companies that leverage AI technology to enhance existing services or create entirely new business models. Such projects often attract significant funding, driving their prices to rise rapidly.
Investment Advice: Keep a close eye on AI-related projects that have clear business plans, strong technical support, and a solid community foundation. Also, be sure to assess the team's background and the feasibility of technical implementation.
2. Big Energy from Small Images
NFT Market Recovery: Small images typically refer to non-fungible tokens (NFTs), which have wide applications in digital art, gaming items, and more. In the current upward trend, small image projects priced in coin-based terms are particularly noteworthy because they can achieve astonishing growth in a short period.
Investment Advice: Choose to invest in NFT projects that have unique creativity, high liquidity, and active community support. Additionally, considering the high volatility of the NFT market, it is very important to allocate investment proportions wisely.
3. Native Assets within the BTC Ecosystem
Native Assets Priced in BTC: As the largest cryptocurrency by market capitalization, Bitcoin's ecosystem includes several native assets that are also worth paying attention to. These assets are typically priced in BTC, and their value tends to rise in tandem with Bitcoin's price. Some projects can even deliver astonishing coin-based returns.
Investment Advice: Be patient and hold onto these native assets, avoiding premature sales due to short-term fluctuations. Conduct in-depth research on each project's long-term value proposition and development roadmap to ensure that the projects you invest in have solid foundational support.
In summary, in the current market environment, although many sectors are rising, the true winners will be those investors who can accurately capture the next hot area. By tracking market dynamics, analyzing project fundamentals, and adjusting strategies in a timely manner, you will be more likely to succeed in the upcoming bull market. Remember, regardless of the sector or cryptocurrency, continuous learning and adaptation are crucial.
