The bull market in the crypto world has started a new round. If you didn't have time to position yourself, will there be more opportunities ahead?
1) Market Trends
BTC continues to decline, and altcoins are experiencing a widespread downturn. There are market rumors that BlackRock is selling off BTC ETFs, buying high and selling low for swings. The SOL/ETH exchange rate has reversed, with liquidity returning from exchanges back on-chain.
US stocks have plummeted, and rising US Treasury yields are putting pressure on the stock market.
2) Market Highlights:
1. The AI sector has surged, with significant gains in AI16z, ARC, Zerebro on the SOL chain, Virtual, AIXBT, Luna on the BASE chain, and Vapor on the HYPE chain. AI16z has released a new white paper, forming a competition similar to the duopoly of Android and Apple with Virtual. ARC has accelerated developer activity recently, and in the long term, the AI platform based on the Rust language has more potential. Vapor is an AI launch platform on the HYPE chain, collaborating with Eliza, and saw a 4x increase after being recommended by AIXBT. However, the involvement of Sun Ge indicates that the AI agent market is overheating and may reach a peak in the coming weeks.
2. Meme coins like SPX, GIGA, and WOULD continue to experience slow declines. SPX and GIGA are Murad's stocks, returning to new highs after several months of adjustment. WOULD is a meme related to Elon Musk, surging 200 times in three months to a market value of $300 million.
3. On-chain meme tokens like Tsotchke have surged as US stocks speculate on quantum computing; on-chain, there is also speculation on quantum computing's DeSci.
4. The DeFi sector is generally weakening. A new US bill on DeFi brokerage has strengthened regulations, requiring DeFi users to undergo KYC and pay taxes, set to be implemented as early as 2027.
