Late Night Crypto Market: Multiple Hotspots Intertwined

Bitcoin breaks $100,000, as the U.S. Congress will confirm Trump's election victory tonight, stabilizing at $100,000 or facing a new round of price surge. With Trump's imminent inauguration, the market expects his favorable policies to boost the crypto market, and the Trump sector is likely to explode.

- Potential Projects: 'Presidential Selection' includes BTC, ETH, etc. ETH may lead part of tonight's price surge, while smaller market cap tokens like AAVE may have better gains; although Trump's Meme coins surged over the weekend, their market recognition is low, and the speculation window is only two weeks, so profits should be taken off the table.

- AI Agents Track: On-chain funds are focusing on this track. Although the overall market is down, there is internal differentiation. AI16Z and the founder of Swarms are in a public dispute affecting market cap, while FAI and others saw significant gains over the weekend, and new 'Golden Dog' projects are emerging. Microsoft predicts that by 2025, AI will be for Agents, and the enthusiasm for this track surpasses DeFi Summer. Sun Ge's call for ALL IN AI has led to a pullback in related coins, but this pullback is a buying opportunity. The sector is developing rapidly and is expected to explode this year.

- AI Sector Strategy: During the adjustment period, the survival of the fittest accelerates, changing the market landscape, and new projects need innovation. Positions should lean towards familiar old projects. Be wary of signals from Sun Ge's tweets.

- Investment Suggestions: Large positions should select leading projects like AI16Z, medium positions should pay attention to exploratory projects like ARC, and small positions should identify small projects like MetaV, with on-chain positions distributed in a 5:4:1 ratio.

- Other Hotspots: Vitalik sold Marvin tokens; refer to trends like SHIB, Marvin may be worth paying attention to. MAX ecosystem coin GNRT saw significant gains, with a low market cap, clear technical and ecological advantages, and low awareness in the Chinese community, still in its early stages. #BTC #BTC重返10万