Is there still an altcoin season? Answering this question requires:

1⃣ Clarify the nature of this market trend: The driving force behind this trend is not macro liquidity marginal improvement or an internal paradigm shift like DeFi Summer, but rather seasonal factors + the rapid increase in risk appetite in the crypto market brought by Trump's victory.

What drives the strong performance in the secondary market are the two ends of crypto asset types: BTC and MeMe coins. Besides that, it's the tokens of domestic American or American system-related crypto projects that are strongly correlated with Trump's victory.

2⃣ Will the existing market structure continue to strengthen, or will it rotate towards altcoin sectors? Observing today's market, we find that while BTC and MeMe coins are both correcting, ETH and altcoins have not followed suit. Moreover, after BTC.D reached ATH, it also began to follow historical patterns and declined. This gives altcoin holders a strong psychological hint: the altcoin season is coming.

3⃣ If the altcoin season arrives, how should we allocate altcoin assets? The big principle remains 'exponential growth' and 'disruptive innovation'. Don't have new expectations for some old narratives.

Key allocation directions:

--AI Agent assetization platform $Eliza $vvaifu $Clanker

$Virtual

--Crypto compliance business directions: RWA blue chip sector, CeDeFi blue chip sector, and $HSK $ASTR $XRP $XLM

--Chain abstraction and Intent-Centric sectors: $Safe, $Cow, $1inch, etc.