Preveja a próxima tendência do mercado:--Hoje, as ações da MicroStrategy foram incluídas no índice Nasdaq 100. Uma vez incluídas no índice, atrairão fundos enormes. Parabéns à MicroStrategy e parabéns ao BTC--Geralmente otimista em relação ao mercado de Natal, Ethereum está. Espera-se que atinjam US$ 5.000 no início do próximo ano, as criptomoedas subiram perto do Natal em oito dos últimos 10 anos - O Banco do Japão provavelmente manterá as taxas de juros inalteradas na reunião da próxima semana, então não se preocupe com o lado negativo - Cerca de 2,25 milhões de carteiras 2,18 milhões de BTC foram comprados na faixa de US$ 94.300 a US$ 100.250, formando um suporte significativo - a CEX vazou 124.000 BTC nos últimos 30 dias. A situação de oferta restrita fornecerá impulso para o aumento, e a saída contínua é boa - hoje um adicional. 50 milhões foram emitidos. USDC está sendo emitido constantemente e a compra contínua é uma coisa boa - todos estão dizendo que a temporada de imitações começará em alguns dias, então preste mais atenção às moedas que quebram novos máximos e têm forte impulso em níveis pequenos .
Recently, fans have been asking when the altcoin season will explode since Bitcoin has already risen so much! What trading opportunities do we still have? Referring to the historical bull market BTC cycle, a simple flow of funds occurs before the altcoin season: BTC → ETH → Major coins → Mid/Small coins → Almost all coins start to frenzy → The bull market ends and enters a long bear market stage.
Currently, the logic for the activation of bull market sectors in DeFi and payment tracks has already been continuously initiated. We can see that AAVE, LDO, CRV, SUSHI, COW, etc., have appeared on the growth list for two consecutive weeks. DeFi and XRP, these payment applications are gradually rising, followed by RWA, the combination of real-world assets and cryptocurrencies like RSR, ONDO, etc., which are beginning to rise. Next up are the staking and re-staking tracks led by LDO and ENA. With interest rate cuts, funds flow into Bitcoin, followed by these high-yield and secure major projects, which are steadily increasing. In the future, large sectors like chain oil and MEME will catch up and wrap things up.
Trump's ascendance is beneficial for BTC + DeFi + RWA.
Overall market theme overview
Will the market see a second wave of DeFi summer after Trump takes office?
After Trump is re-elected as President of the United States, the market generally believes that the U.S. government will adopt more relaxed regulatory policies, especially in the DeFi sector. Yesterday, Old Chen mentioned that the top DeFi projects in the market are basically built on the Ethereum ecosystem.
The resonant development of Ethereum and DeFi - $UNI: As a representative of the automated market maker (AMM) model, the leading coin in the DeFi market. - $AAVE: Aave is the leading coin in decentralized lending protocols. - $LDO: The leading coin in Ethereum staking. - $ENA: The USDe protocol launched by Ethena Labs provides a stable synthetic dollar for the crypto market, the leading coin in the DeFi stablecoin sector. $hype = The decentralized version of the last bull market FTX + FTT + SOL chain.
King of DeFi, King of on-chain repurchases, King of burning.
Hype is the only one that rivals or exceeds Binance in liquidity and depth; it is urgent for Binance to acquire some equity or buy coins as a strategic layout. The newly launched Layer-1 blockchain token, just one week old, has performed particularly well.
Emerging concept assets that combine AI and blockchain.
-$FET: The leading coin in AI system intelligence.
-$GRT: Provides distributed graph indexing services, a new star in the AI sector.
-$IO: Decentralized AI computing and cloud platform AI coin.
-$NMR: Numerai brings AI technology into the prediction market, optimizing trading models through competition.
The rise of RWA on-chain real asset projects.
-$Ondo: Focused on the tokenization of traditional financial assets, especially the on-chainization of treasury bonds, backed by BlackRock.
-$MKR: Uses decentralized stablecoin DAI as collateral for RWA, combining DeFi gameplay.
-$PENDLE: This project provides a yield trading protocol, belonging to an innovative model.
Recently, the AI Agent sector has performed particularly well in the altcoin market. Unlike the DeFi narrative of the last bull market, this bull market is likely to be dominated by AI Agents, which cleverly blend Meme culture and technical applications. Recently, several AI Agent tokens have shown outstanding performance, such as:
$griffain: Shining brightly in the Solana ecosystem, rising 100 times in a week.
$virtual: Market value has exceeded 2.4 billion dollars.
$ai16z: Market value reaching one billion dollars.
Sam Altman stated that artificial intelligence will create a market value of 'trillions of dollars.'
Next year, OpenAI will aggressively enter the next generation of AI systems.
Google has also released Gemini 2.0, clearly positioned as 'AI model for the agentic era'.
They also refer to 2025 as the 'Year of the Agent' because the fields involved with Agents, such as finance, payments, and data, are a perfect match with blockchain.
I think this could trigger a revolution even more exciting than DeFi.
AI agents and AI memes will become the big trends in the next five years, and many projects with 50-100 times returns may emerge from this.
The AI Agent sector has attracted both tech investors and satisfied the needs of Meme culture players, becoming a 'middle ground' for both. It is expected that in the coming months, at least three projects with a market value exceeding ten billion dollars will emerge from this sector, and it may even challenge the top ten crypto assets.
$goat - Status similar to BTC meme
virtual and ai16z - Status similar to the last round's eth and sol
game and ELIZA - Status similar to dex or L2 in the eth and sol ecosystem
Currently, projects in this sector are mainly divided into two categories: one is agent platforms and frameworks, such as virtual; the other is AI meme types, such as goat.
In this bull market, this sector may see projects worth between ten billion and fifty billion dollars.