Nos últimos dois dias, o bolo continuou a atingir novos máximos e o Ethereum também continuou a subir. O mercado geral de criptografia tem aumentado constantemente. Ethereum e Ripple têm sido relativamente fortes, e outros imitadores convencionais e grandes geralmente foram sugados. . No entanto, o capital do Laos e dos Estados Unidos tem comprado e comprado, somando posições em níveis elevados, e estão optimistas quanto às perspectivas do mercado. - Valorize a oportunidade para Ethereum abaixo de 3.800. Há algum suporte aqui em 3.820 e 3.750 no curto prazo - o ETF BTC teve uma entrada líquida de US$ 490 milhões ontem, e o ETF Ethereum teve uma entrada líquida de US$ 140 milhões - Fundador da DeFiance Capital: 2025 pode dar as boas-vindas ao DeFi Renaissance, siga esta seção, AVAX, Link, UNi, AAVE
Looking back at the market from October 2023 to March 2024, the main theme of this round of market movements is the Bitcoin running ahead.
Will there be a Shanzhai season? When will the Shanzhai season come?
Currently, it's just Bitcoin's solo absorption; the altcoin season bull market hasn't yet gained momentum, and it will eventually be the turn of the second coin to drive the altcoins to take off.
The logic for the rise of altcoins is: when outside funds enter the crypto market, such as untapped investors, traditional financial institutions, Web 2 companies, national pension funds, etc., the first choice will inevitably be Bitcoin, and then some funds will flow into the lower market cap altcoin sector.
Now, besides the recently popular AI Agent track continuing to grow, other sectors including Meme, DeFi, RWA, and L1/2 also show strong upward momentum in coin prices, indicating a bright future for altcoins overall.
We need to focus on strategies, not predictions:
When the overall trend hasn't changed, and the pullback of the favored coins is sufficient, that is when we need to take action. Execution is difficult, but often the harder part is patience.
With the rise of the leader, Bitcoin is recognized by the world, and next year is a true milestone for Crypto.
What is there next year—compliance concepts + Trump's new policies + legal victories + market sentiment + expansion of technological applications + large capital involvement;
Don't panic, brothers! Hold onto valuable coins, and every dip should be bravely searched for value coins, then firmly hold onto them without being shaken off!
Remember that every dip now is for a better rise in the future; choosing the right targets is more important than anything else!
Next, selecting altcoins must have a narrative to get in:
After Bitcoin breaks 100k, investment strategies should focus on 'American coins.' The closer the project is to the U.S., the more it benefits from changes in U.S. policies, leading to greater price increases. Particularly for those coins that have been negatively impacted by U.S. policies, such as XRP and BNB. This wave of price increase is driven by the shift in the U.S. policy environment. The deep involvement of the Trump family and top U.S. VC Polychain shows the strong influence of domestic projects. Recent projects invested by Polychain, such as LINK, AAVE, ENA, and ONDO, represent potential investment opportunities for the future.
Secondly, another narrative is the next coin to go through an ETF, and the most promising one is actually SOL, which we've discussed before as having a high probability, so SOL and well-known projects in its ecosystem like JTO, JUP, PYTH, and WIF are also worthy targets to ambush.
Especially for WIF, it belongs to both the meme sector and the SOL sector, so when this altcoin meme warms up, it can rise, and when SOL warms up, it can rise as well.
➜$STX
Stacks is the leading Bitcoin L2, unlocking BTC capital with new use cases, leveraging 100% Bitcoin finality security, and benefiting from fast transactions. Activate the Bitcoin economy with Stacks.
Multiple DeFi protocols will support sBTC, allowing users to hold only sBTC to earn an additional 5% return beyond the target.
Fast blocks bring a Solana-like experience to trading and Bitcoin DeFi interactions, greatly improving the overall user experience when interacting with Stacks L2. The Stacks DeFi ecosystem has grown significantly this year, and now applying DeFi strategies takes just a few seconds, facilitating entry and retention.
➜$AAVE
Aave DAO has approved a joint incentive campaign to promote the adoption of PYUSD on Aave and improve the liquidity of PYUSD/GHO. This will be achieved through a newly created Balancer pool on Ethereum. The plan aims to increase the amount of PYUSD deposited into the Aave protocol, targeting a total deposit of 75 million units.
AAVE or Uni, these projects are essential needs and real quality assets, just like Trump's family project WLFI also holds AAVE, and they have recently increased their positions in Ethereum and ENA.
However, ENA still has 80% of its supply locked, while 95% of AAVE's supply has already been unlocked, showing clear differences in selling pressure.
➜$ONDO
Ondo Finance combines the essence of traditional finance and blockchain technology, changing our perspective on investing. It sources stable, revenue-generating assets from the real world and converts them into tokens on the blockchain. This means more people can access high-quality financial products that were once out of reach. Ondo's setup includes an asset management team that creates these tokenized products and a tech team that builds decentralized finance (DeFi) protocols, making their products more functional and capable of growth.
USDY is one of their outstanding products, combining the usability of stablecoins with yields supported by U.S. Treasury and bank deposits. This provides non-U.S. investors access to regulated and transparent financial products. As the market tends toward stability and real-world asset backing, Ondo's approach may make it a prominent player compared to other tokens.
