When BTC stabilizes above 95,000, which altcoins are worth looking forward to?
1. AI: The last narrative was initiated by AI, starting from the combination of GOAT and memes, and later exploring more possibilities and applications. In May and June, there were a bunch of AI conferences, and the concept's popularity skyrocketed! Representative coins other than those in the table: TAO, FET, VIRTUAL, ARC, ALCH, Zerebro
2. L1: Public chain coins have always been a relatively stable choice when the altcoin season arrives. The overall logic is that the development of public chains determines the ceiling of their ecological projects, while also capturing the most liquidity. Representative coins: SOL, SUI
3. Meme: There is consensus on-chain, and cash off-chain, with alternating surges. These projects have strong on-chain native consensus, completely independent of exchange control, making it easy to create a wealth effect. Representative coins: PEPE, FARTCOIN
4. DeFi: There are real business models, earning fees, interest spreads, and token issuance fees. The network effects of leading projects are very strong; the closer we get to the altcoin season, the more opportunities to make money. Projects with funds can buy back, creating a positive cycle. Representative coins: HYPE, JUP, AAVE
Overall, AI is the new narrative, L1 is a stable bottom position, Meme plays with consensus and culture, and DeFi can make money while buying back.