20250425 Market Dispatch:

$BTC Fluctuations Encounter Resistance, AI/MEME Dominate the Narrative, SUI Card Map Expansion Ignites Market

📈 Market Trends

$BTC : Short-term rebound meets resistance, range-bound fluctuations accumulate strength, funds divert to AI + MEME dual tracks; U.S. Stock Market: Trump softens stance on 'tariff grading' + Federal Reserve officials signal a dovish June rate cut expectation, Nasdaq rises 1.8%; Narrative Shift: Institutions reduce holdings in Bitcoin and shift to 'On-chain AI Infrastructure', retail investors fervently chase MEME tokens.

🔥 Hotspots Ignited

1️⃣ $SUI Ecological Surge:

📈 Exchange Rate Breakthrough: SUI/BTC weekly up 12%, ecological token Cetus follows with an 8% increase; 💳 Payment Revolution: Europe launches SUI Mastercard, supporting Apple/Google Pay for daily consumption, with physical cards set to enter the U.S. market within the year; 🚀 Value Reassessment: Shifting from 'Public Chain Newcomer' to 'Cryptocurrency Payment Infrastructure', user scale becomes the new narrative anchor.

2️⃣ AI Infrastructure Explosion:

🤖 MCP Concept Leads: Dark, DPCore rise over 30% in 24H, the latter exposed as a 'dark market control' project (risk warning); 💡 Institutional Logic: Betting on AI computing power becoming on-chain, may become one of the main narratives for 2025.

3️⃣ Modular DeFi Airdrop Battle:

🎁 BN Alpha Airdrop: Dolo gains BN support with the 'modular liquidity' concept, airdrop points calculated based on Alpha holdings + trading volume; 🤖 Retail Strategy: BN Alpha Points become a new battleground for profit-taking, funds tilt towards BN ecosystem.

💡 Key Signals

SUI Card Ecosystem: If implemented in the U.S., it may become a milestone in the cryptocurrency payment track, regulatory risks to be observed; AI Control Debate: Projects like DPCore by Chinese nationals need to be cautious of 'dark pool trading' compliance; BN Airdrop Economics: BN system tokens may gain premium again due to increased point weight.

(Continuously tracking narrative shifts and capital games, investors need to be cautious of high volatility in the MEME track)