Ethereum is about to explode!
The current trend of ETH is almost identical to that in August, first a sharp drop, then repeated fluctuations, and finally a drop to the lowest point before skyrocketing!
However, the time span in August was longer, while this time is shorter, but the trend is very similar; this chart is already imprinted in my mind.
And there is indeed a significant advantage in March, which is the ETH upgrade. ETH usually starts to rise two months before the upgrade, so there's not much time left for you to build your position. You can see that ETH is clearly starting to strengthen against BTC now. I'm telling you in advance; retail investors who don't follow me wouldn’t know about these upgrades.
Recently, our layouts in the ETH ecosystem like Pepe, Puffer, and AAVE have also seen significant buying, and the trends are very good. Especially Puffer, which surged another 10% today, rising 35% from our entry at 0.6, and Pepe has also shot up sharply. I have been posting these operations in real-time, making quick trades.
Now we just wait for Wall Street's return in early January; the market should recover then. I’m very much looking forward to it, how about you?
Although there hasn't been a significant price increase in various altcoins, their performance in terms of coin value is commendable. If it weren't for Bitcoin's sudden drop of 2000 points last night, altcoins would definitely perform better. Regardless, the market trend transitioning from dollar-based to coin-based is a sign of the beginning of the altcoin bull run. Reflecting on the altcoin bulls of 2017 and 2021, everyone knows whether they were concerned about coin-based or dollar-based at that time.
Of course, even if an altcoin market is about to come, the market will still be differentiated. After experiencing several market phases such as inscriptions, runes, AI, DEPIN, RWA, TON ecosystem, SUI ecosystem, MEME, SEC selections, presidential selections, ETF selections, NFT, platform coins, DESCI, and AI AGENT, the strongest narrative should have already emerged, which is the AI agent.
This is a track that combines the liquidity of memes and the build value narrative. If early AI memes like goat, fartcoin, act, etc. had meme attributes > build attributes, then later AI agents genuinely have build attributes greater than meme attributes.
For example, AIXBT, which skyrocketed over the weekend, has now grown into a top KOL on a certain platform. This is the progress of AI agents over the past month. Framework agents like ai16z, zerebro, and arc have code updates and product iterations to prove themselves. Virtual can even create an ecological sector, with projects like game, aixbt, and luna all having market caps of hundreds of millions. Many traditional investors or VCs who used to play value coins find it easy to accept such projects, similar to how they viewed DEFI in the last bull market, and this sector also enjoys meme-level traffic support.
My prediction is that by 2025, at least three blue-chip projects with a market cap of over $10 billion will emerge in this track. If you missed the last DEFI SUMMER to earn a hundredfold opportunity, then this AI SUMMER will definitely not disappoint you. As long as you seize a potential stock, A8/A9 is not a dream.
Today, Grayscale has once again acted, adding six assets to the Q1 2025 Top 20 list: HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS.
The six tokens removed are NEAR, STX, MKR, CELO, UMA, and TON. It can be said that Grayscale is very adept at keeping up with versions; it's a serious institution that is really engaging. A total of 283 assets with a market cap of over 100 million were evaluated.
With New Year's Day approaching, a big market trend is about to come.
ETH is quite strong now, marking the beginning of a market shift and entering the second phase. ETH's strength gives retail investors the greatest confidence. It's worth noting that FTX started compensation on January 31, with only 4 days left, let's see if FTT shows any performance.
On-chain AI agent projects are very hot, with several emerging daily, but secondary AI still shows no movement. Other sectors are the same, lying still waiting for the right moment. Following this trend, will the rotation of sectors begin just like at the beginning of this year, first rotating AI, then memes, and then others? We shall see.
As for pnut, act, and neiro, there are signs of a bottom rebound; the ones that have been washed the hardest will definitely rise the most in the future.
BGB is very similar to the last round of BNB. Recently, I've spent a lot of time studying various new tokens on BITGET. I've done some research on Candybomb, LaunchX, PoolX LaunchPAD, LaunchPool, etc.
Among them, the highest overlap is with FUEL, followed by BGB, TOMA, PUFFER, ZRC, COW, XION, L3, PEAQ, SWELL, etc., which appeared quite frequently.
Later, I spent time researching these coins and added them to an internal spreadsheet, finding that most are quality coins. In short, everyone should pay more attention, especially to the many coins in Candybomb, researching their trends, financing, circulation rates, economic models, and so on.
Today's market on-chain AI is mainly divided into two camps: one is Solana (SOL), and the other is Base.
The AIAgent market is dominated by ai16z and Virtuals, occupying over half of the share. Although the AI agent ecosystem has rapidly emerged in the crypto market, with a market cap reaching $11.68 billion and a nearly 39.1% increase over the past 7 days, the market structure remains relatively concentrated, primarily relying on Virtuals ($5.01 billion) and ai16z ($1.63 billion). Together, they account for 56.8% of the market share.
In terms of project types, the market value of Virtuals exceeds that of customized AI agents ($4.67 billion), while Base and Solana are the two main battlefields. The market value of AI agents on Base is $5.76 billion, and on Solana, it’s $5.47 billion, together accounting for 96.1% of the market. Although the market values are close, the Base ecosystem is more dependent on Virtuals while Solana's AI agent ecosystem is more diversified.
With the rise of Virtuals and ai16z, their ecological projects have become the focus of market investors' attention and bets.
I am very happy to see AI leader $aicell on bnbchain and desci leader $onc advancing together in a win-win cooperation.
One feature of bnbchain is that it doesn't have much internal competition. The previous bnbchain meme stars $koma and $cheems often called each other, and both eventually made it to Binance contracts.
The two new leaders on bnbchain are once again working together to maintain a harmonious atmosphere on bnbchain.
Other chains indeed have their own highlights, but the tranquility of bnbchain may also be a clean place in the crypto world.
P is tired, and came to bnbchain to take a break, it's stable here without much fluctuation.
Retail coins ACT, neiro, and pnut all started to reverse and rise today.
PNUT: Today, Pnut (squirrel) shows signs of main force involvement. Pnut is one of the strongest rebound coins among the three. The daily MACD's bearish volume is decreasing, suggesting to consider entering around 0.62.
NEIRO: As the star coin of this wave, its daily level adjustment has basically completed. The trading volume has gradually decreased over the past week, and the daily MACD has a need to turn positive, indicating a possible rise.
ACT: Among these three, it has been the most aggressive in washing the market, rising all the way today thanks to the hype in the AI sector. Once on-chain chips hit the exchanges, they generally get cleared, leaving a significant cost gap, possibly 10x or even 100x. I frequently trade ACT myself; after washing down from the highs, it has already dropped 70%, washing to the point where everyone is desperate and afraid to buy. Recently, the chip area has been around 0.32. I still hold some chips at 0.5. Don't be afraid; once the meme sector gets a wind of upward movement, it will be very fast.
If everyone were to be ambitious, only selling and not buying, I don't think market makers would dare to wash the market like this in the future... From a holding experience perspective, something like Virtual is more comfortable and better than AI16Z. I hope there won’t be excessive washouts; it's too hard for retail investors.
You can speculate on AI agent coins, but remember: AI agents do not necessarily depend on crypto; what truly requires blockchain and crypto is humanity itself. AI may use crypto in the future, but that is based on human developmental needs. Currently, AI agents do not rely on crypto, and this trend will continue for the next year or two.
