The overall market is still oscillating around $100,000. As the BTC price rises, the overall market value is increasing again. With BTC continuously breaking new highs, it will indeed see more turnover, which is normal.

Currently, the market data is in good shape, continue to expect and maintain the status quo. Predicting the next breakout point may be the interest rate cut on the 18th, and after the cut of 25 basis points, market sentiment may be stirred again, leading to a rally.

Yesterday it was stated that Bitcoin and Ethereum spot ETF data are still seeing large net inflows, and currently, the inflow volume for Ethereum's spot ETF has also reached a new high.

This indicates that US institutions are increasing their buying of Ethereum, with new funds flowing into the Ethereum ecosystem.

Yesterday, Ethereum also experienced a wave of catch-up rally, and it seems poised to quickly break through resistance levels. Once broken, it may aim for the previous high of $4800.

The Trump family funds purchased ETH, LINK, and AAVE through the COW protocol, which also drove the catch-up rally of these projects.

From this round of price increases, it can be seen that the better-performing DeFi projects are mainly related to US politics and regulatory narratives.

Believe in the market's big trend, following the trend will lead to profits. You need to choose the right coins, select good coins.

(1) Choose the leaders

The value memes in the crypto space, AI, Desci, Base, Sol, ETH, and the old chain BTC ecosystem, have seen corrections after significant increases, and have catch-up rallies after declines. Coupled with news and funding, this will definitely create a rotation of narratives, where the leaders will unlock the valuation ceiling of all dragon coins from dragon two to dragon five, forming a synergy.

The leading coins in the crypto space are relatively easy to identify, look at Binance, after all, it has the largest liquidity. Then filter a bit; the basic narrative ETF is done (you can also take a look at the trading volume of top tokens on Bybit, etc., based on the three-panel theory, suitable for small leverage targets). Pursue small-position leading coins with 2-3x leverage, as the risks and returns are considerable, somewhat like chasing alpha on chain (not recommended for beginners).

(2) Observe the direction of market funds

From the current trend, during Trump's four years in office, Bitcoin may experience a long bull market, and I see it reaching $1 million.

Bitcoin is the only project suitable for heavy positions, with a large potential for future growth.

In terms of operational strategy, a barbell strategy can be used. Large position (80%) allocation: BTC, ETH, SOL; small position (20%) allocation for leading coins and MEME.

If you don't have a large amount of capital, it's advisable to focus, catch the big and let go of the small, and not to be too dispersed. You can concentrate your funds on BTC and MEME coins.

If you have a larger amount of capital, you can diversify into projects in sectors like AI meme coins, DeFi, RWA, and depin.

Currently, apart from strategically investing in the two major mainstream coins ETH and SOL on dips,


Leading DeFi projects like UNI and Aave are also worth following closely!!!


➜ $UNI


UNI has recently experienced a significant rise, but its historical performance tells us it still has substantial upside potential.


In the last bull market, the price of UNI once surged to a high of $45.


In contrast, the current price range of $17 to $18 is not too high.


Of course, for short-term investors, they may notice that UNI has recently surged significantly, posing a certain risk of correction. So, patiently waiting for a pullback opportunity to lower costs is advisable.


➜ $VIRTUAL

The AI AGENT launch platform on the Base chain.

$VIRTUAL is the native token of the Virtuals Protocol platform, designed specifically for the AI agent ecosystem.

The heat in the AI sector is evident, and it has become a narrative consensus running throughout the year.

The hot money in the cryptocurrency market is gradually flowing towards the Base chain, with funds primarily entering one of the recent hot tracks, 'AI Agents'.

The traffic heat of the Base chain, combined with reliable AI projects, may present new opportunities.



➜ $ENS

ENS (Ethereum Name Service) is Ethereum's domain service, providing users with a unique and memorable 'URL' for their crypto assets, thereby simplifying complex blockchain address interactions.

With the continuous prosperity of the DeFi and NFT markets, the application scenarios of ENS are constantly expanding, and its value is expected to further increase. Especially against the backdrop of more users and projects needing to establish identifiers for assets and identities, the demand for ENS will show a steady growth trend.

With its unique positioning and broad applicability in the blockchain field, ENS is considered one of the potential altcoins worth continuous attention from investors.



➜ $SUI


Sui is a Move-based public chain known for high-performance transaction processing, with proactive strategies including significant strengthening of DeFi and gaming projects, while introducing compliant stablecoin USDC. Currently, apart from Solana, SUI is the only public chain expanding globally.

The characteristics of strong altcoins are a quick rebound after a brief pullback, continuing their strength. The price of Sui rebounded quickly after retesting the EMA21 moving average and has now reached a new high, which is worth paying attention to in the future.