Ethereum is about to explode!
Now the trend of ETH is almost the same as it was back in August, first a sharp drop, then repeated fluctuations, and finally a drop that can't go any lower, and it goes straight to the sky!
However, back in August, it was a longer time span, this time the time scale can be slightly smaller, but the trend is very similar, this chart is already imprinted in my mind.
And there is indeed a big benefit coming in March, which is the ETH upgrade. ETH usually starts to rise two months before the upgrade, and the time left for you to build your position is not much, you can see that ETH has clearly started to strengthen against BTC. I told you in advance; retail investors who don’t follow me wouldn’t know about these upgrades.
And our recent layout of the ETH ecosystem, such as Pepe, Puffer, and AAVE, has also seen quite a bit of buying interest, and the trend is quite good. Especially Puffer, which surged another 10% today, having risen 35% since we entered at 0.6, while Pepe also spiked sharply; I've been posting these operations in real-time, making strong trades.
Now we just wait for Wall Street to return in early January; the market should recover then, and I’m looking forward to it. What about you?
Although various altcoins have not seen significant price increases, their performance in terms of coin valuation is good. Had it not been for Bitcoin's sudden drop of 2000 points last night, the altcoins' performance would have been even better. Regardless, the market trend shifting from U-based to coin-based is a sign that the altcoin bull market has begun. Looking back at the altcoin bulls of 2017 and 2021, you can understand what everyone was concerned about: coin-based or U-based.
Of course, even if the altcoin market is about to arrive, the market is still differentiated. After experiencing multiple market trends: inscriptions, runes, AI, DEPIN, RWA, TON ecosystem, SUI ecosystem, MEME, SEC selected, presidential selected, ETF selected, NFT, platform coins, DESCI, AI AGENT, etc., the strongest narrative should have been born, which is AI Agent.
Because this is a track that combines meme liquidity and build value narrative, if the early AI memes like GOAT, FARTCOIN, ACT, etc. had meme attributes > build attributes, then the later AI agents truly have build attributes greater than meme attributes.
For example, the AIXBT that soared on the weekend has now grown into a top KOL on a certain platform, this is the progress of AI agents in the past month, frameworks like AI16Z, Zerebro, and Arc have code updates and product iterations to prove themselves, and Virtual can even create an ecological sector, with projects like Game, AIXBT, Luna, etc., all valued at hundreds of millions, many traditional investors or VCs who play value coins see these types of projects just like looking at DEFI in the last bull market, naturally easy to accept, and this sector also has meme-level traffic support.
My prediction is that by 2025, at least three large-cap projects worth over $10 billion will emerge in this track. If you missed the last DEFI SUMMER that made a hundred times profit, this AI SUMMER will definitely not disappoint you. Just seize a potential stock, A8/A9 is not a dream.
Today, Grayscale has taken action again, adding six new assets to the Q1 2025 Top 20 list, which are 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 really keeps up with the versions; they are truly serious institutions. A total of 283 assets with a market value of over 100 million were evaluated.
New Year's Day is approaching, and a big market is about to arrive.
ETH is quite strong now, the beginning of a change in the market, entering the second phase, the strength of ETH gives retail investors the greatest confidence. It's worth noting that the last FTX compensation started on January 31, and there are only 4 days left, let's see if FTT will have a wave of performance.
On-chain AI Agent projects are too hot, several can be launched every day, but the secondary AI is still silent, but other sectors are the same, all lying there waiting for the wind to come. If this trend continues, will the start of sector rotation be the same as at the beginning of this year, first rotating AI, then meme, and then others? Let’s wait and see.
Pnut, ACT, and NEIRO show signs of a bottom rebound, the one that has been washed the hardest will definitely rise the most in the future.
BGB is very similar to the previous round of BNB. In the last few days, I've spent quite a bit of time researching various new coins on BITGET. I’ve done some research on Candybomb, LaunchX, PoolX LaunchPAD, LaunchPool, etc.
Among them, the one with the highest overlap is FUEL, followed by BGB, TOMA, PUFFER, ZRC, COW, XION, L3, PEAQ, SWELL, etc., which appeared more frequently.
Later, I spent time researching these coins and put them into an internal table, finding that most of them are quality coins. In short, everyone should pay more attention, especially to the many coins in Candybomb; we need to study their trends, financing, circulation rates, economic models, etc.
Today, the on-chain AI mainly divides into two camps: one is Solana (SOL), the other is Base.
The AIAgent market is dominated by AI16Z and Virtuals, holding over half the market share. Although the AI Agent ecosystem is rapidly rising in the crypto market, with a market cap of $11.68 billion and a nearly 39.1% increase over the past 7 days, the market structure is still relatively concentrated, mainly relying on Virtuals ($5.01 billion) and AI16Z ($1.63 billion). Together, they occupy 56.8% of the market share.
In terms of project types, the market capitalization of Virtuals exceeds that of customized AI Agents ($4.67 billion), while Base and Solana are the two main battlefields. The market cap of AI Agents on Base is $5.76 billion, and Solana is $5.47 billion, together occupying 96.1% of the market. Although the market caps of the two are close, the Base ecosystem relies more on Virtuals, while Solana's AI Agent ecosystem is more diversified.
With the rise of Virtuals and AI16Z, their ecological projects have also become the focus of attention and betting from market investors.
I’m very happy to see AI Long 1 $AICell and Desci Long 1 $ONC on BNBChain move forward together, a win-win collaboration.
BNBChain really has a characteristic, which is that it doesn’t have much internal competition. The previous BNBChain meme stars $Koma and $Cheems often called each other, and in the end, both made it to Binance Futures.
The two new leaders on the BNBChain are once again joining forces to maintain a harmonious atmosphere on the BNBChain.
Other chains do indeed have their own highlights, but the tranquility of BNBChain may also be a clean place in the crypto circle.
I’m tired of P, so I come to BNBChain to rest, it’s not P here, very stable.
The retail coins ACT, NEIRO, and PNUT all started to reverse and rise today.
PNUT: Today, Pnut (Squirrel) shows signs of major involvement. Pnut is one of the strongest rebound coins among the three major silly coins. The daily MACD shows a decrease in bearish volume, suggesting consideration for entry around 0.62.
NEIRO: As the star coin of this market trend, the daily adjustment has basically been completed, and the trading volume has gradually decreased over the past week. The daily MACD has a demand for a positive reversal, indicating a possible rise.
ACT: has been the most aggressive in washing among these three, today it surged all the way up riding the heat of the AI sector. Once on-chain chips go live on exchanges, they basically get cleared out, and the remaining cost differences are very large, possibly 10 times or even 100 times. I've been frequently operating ACT myself, and it has already fallen 70% from its peak, washing down to the point where everyone is desperate and unwilling to buy. Recently, the chip area is around 0.32, and I still hold some at 0.5. Don’t be afraid, once the meme sector has wind direction, it will rise very quickly.
If everyone is an ambitious person, only selling and not buying, I don’t know if market makers would dare to wash like this in the future... From the holding experience, coins like Virtual are more comfortable than AI16Z, and I hope there won’t be excessive washing; it's too hard for retail investors.
You can speculate on AI Agent coins, but remember: AI Agent does not necessarily depend on crypto, what really needs blockchain and crypto is humanity itself. AI may use crypto in the future, but that is based on the needs of human development. Currently, AI Agent does not depend on crypto, and this trend will continue for the next year or two.