1. The halving cycle of Bitcoin's underlying logic; 2025 corresponds to 2013, 2017, and 2021.
2. Aside from the main upward trend brought by the major cycle, the fluctuations should all just follow the Nasdaq moving around casually, with a few significant moves, and the rest is just wasted time.
3. Whether altcoins will have a grand narrative mainly depends on the intensity of interest rate cuts by Trump when he comes to power. According to Powell's current statements, the grand narrative for altcoins is probably going to wait until 2026; the hot money in 2025 won't be enough to support a large narrative, and will only continuously accept small narratives, similar to this year.
What is a grand narrative? At least it's something you were playing with at the beginning of the year and still playing now, and you expect to continue playing next year.
4. Whether you like it or not, the future of altcoins is a process of continuously unlocking and increasing circulation. Of course, unlocking and driving prices up became a trend this year, but just looking at the price when buying coins is no longer sufficient; one must pay attention to the changing trends in circulation. Drive up price - unlock - sell - drive up price, this is still the main cycle.
5. The hot spots in crypto and mainstream markets will increasingly converge. Current global hotspots, financial hotspots, technological innovations, etc., will all affect market sentiment here and influence the trading of coins. There have already been cases this year where sudden bursts of interest affected the original trading rhythm of certain coins, all accelerating.
6. The decoupling of BTC and the overall crypto market should accelerate.
7. Next year, Americans and South Koreans should still be the main forces. If the Bank of Japan really starts printing money, there should be some unexpected funds flowing in.
8. When hot money is abundant, be speculative; when hot money is scarce, be practical. Focus on fundamentally sound projects with stable growth and high profits at the beginning of next year. Towards the end of next year, pay attention to projects with exaggerated narratives, preferably in biotech, quantum, and astrophysics.
9. After the SEC changes leadership, there will be reforms and openings in crypto. Pay attention to the overall intensity of crypto projects after January 20; many announcements that would originally be classified as 'securities' are brewing and ready to move.
10. Whether Bitcoin is included in government reserves is very important in the achievements of the old Trump administration. If not, then one might as well rest in the first half of 2025. If yes, then don't take a day off in 2025; just keep making money.
The two themes can be seen, the core of next year is still the strength after the Trump administration takes office. Including it in government reserves is truly the beginning of a grand narrative. Let's look forward to it.
Wishing everyone wealth in 2025, and please don't let it be as harsh as 2024.#ATA涨势分析 #2025比特币价格预测 $XRP
