Choosing the right track is more important than choosing the right assets. The AI track currently appears to be a high-probability bull market confirmed for 2025.
1. Whether it is the latest hot AI AGENT track represented by VIRTUAL and AI16Z, or the particularly unique AIXBT, they are all different manifestations of the AI track. Because they are new concepts and new coins, they have large price increases and fluctuations. For market participants who are not very sensitive to market rotations or only focus on major exchanges' coins, they are likely to miss out. However, this is a signal—indicating the market's recognition of a sector and the depth of capital participation.
2. Most altcoins lack proactive market makers to drive prices up, or simply have not reached that point yet. This can be observed through the characteristic of most altcoins fluctuating with Bitcoin (lacking their own independent trends). Therefore, when a sector or a coin starts to show an independent trend, it should be closely monitored. The volatility caused by proactive market makers will definitely be stronger than that caused by liquidity market makers, and with volatility comes the possibility for secondary traders to find arbitrage opportunities.
3. AI has a natural advantage—it can revolve around the fluctuations of the US stock market, and the ceiling of the AI concept will naturally be higher than that of other sectors.
Based on these points, in the future, it would be wise to select assets from the AI track.