Last week, it was said that BTC entered a wide consolidation range, and this state will be maintained this week under the broad framework. The altcoins have begun to rise in differentiation, and the rationalization of fee rates is a booster for the rise of altcoins. The main players can make profits in the contract market without having to bear the fee rates.

1. Meme is not doing well this week.

At present, the leader among SOL Meme is still WIF, with a high degree of consensus and a clean plate. With the AI ​​meeting held last week, it has also come to the end of its short cycle. Looking forward to the next stage of AI narrative hype, Near is still the most worthy of attention.

The hype about SOL's Infra and Territory coins has not matured too much, and it may still take time.

Among the game projects, YGG, Gala and Chr are doing the best, and they are the most directly beneficial and exciting. Ron, BeamX, etc. are also rising steadily. I still think that the game category is the best to see a difference in expectations, and I still remain optimistic.

2. CKB is trending well in the BTC ecosystem. Time is spent preparing for the launch of new products. Other Inscription Ecosystem and Merlin projects are also gradually increasing. I personally feel that the BTC ecosystem must come up with something at the end of March and early April, whether it is to go online. Coin, high-quality ecology or something, but there is not much time left for BTC ecological project parties.

3. ETH ecology. Because the ETH ecology is too large, it has been difficult to form a joint force. With the narrative of ETHETF due to regulatory pending, the main narrative of ETH may be Eigenlayer. On the one hand, the launch of EtherFi can make the market better price Eigenlayer. On the other hand, it has driven Pendle to take off (it’s hard to imagine that Renzo’s PT APY has already reached the top). I believe that with the launch of Eigen’s mainnet and the launch of a batch of prepared AVS, the market will usher in a wave of ETH market prices. Another impact of Eigenlayer's popularity is on the staking track. As a large amount of ETH is re-staking into the main network, both LDO and SSV will benefit, and they also need to think about their position in the post-Eigenlayer era and some new products. /The roadmap will appear accordingly, and I believe this will also be an opportunity for hype. As for the Layer 2 ecology, both OP and ARB are in a period of intensive unlocking by investors, and the price is already high enough (full Price in). Eigenlayer may need to value the entire ETH system too high to achieve new performance.