Real-time analysis of major cryptocurrencies

1. Bitcoin (BTC): Institutional support, sustained breakthrough after historical peak

The approval of the Bitcoin futures ETF physical delivery mechanism is driving institutional funds to continuously flow into spot ETFs; BlackRock's IBIT fund scale has surpassed that of gold ETFs, forming a pattern of 'institutional support, retail following'. Technical indicators show that the correlation between Bitcoin and the S&P 500 has dropped to 29%, reinforcing the 'digital gold' attribute; if it breaks through the $100,000 resistance level, FOMO sentiment may further push the price to a target of $156,000.

Potential logic: Supply tightening during halving cycle + hedging demand + ETF fund siphoning effect.

2. Ethereum (ETH): Expectations for Layer2 ecosystem and staking ETF

After the Ethereum 2.0 upgrade, Layer2 network TVL surpassed $240 billion, gas fees stabilized at $0.002, supporting DeFi protocol locked value to return to $260 billion. The market expects the U.S. SEC may approve the Ethereum staking ETF within the year, and if implemented, it will attract significant inflows from traditional finance.

Potential logic: Technological upgrade + staking yield + derivatives innovation (such as CME collaboration on micro futures).

3. Solana (SOL): Ecological explosion of high-performance public chains

Solana, with over 60,000 TPS and a low cost of $0.08 per transaction, has become the preferred public chain for DeFi, NFT, and Web3 games. Recently, collaborations with giants like Starbucks and Meta are promoting real-world applications; if network stability issues are resolved, its market value could match Ethereum, with a target price of $500-800.

Potential logic: Technological iteration + ecological expansion + institutional cooperation.

4. XRP and emerging public chain Sui (SUI): Event-driven dark horse

XRP: If the SEC lawsuit is successful, trading restrictions will be lifted, and it will return to mainstream exchanges; the current price is less than $0.5, with potential gains exceeding 10 times.

Sui: A high-performance Layer1 public chain developed by a Meta team, with a 2000% increase after mainnet launch, attracting developers with cross-chain interoperability and Move virtual machine technology.

Risk warning

- Policy uncertainty: After the U.S. crypto regulation draft is implemented, small and medium exchanges may face reshuffling.

Technical risks: Issues like Solana downtime and smart contract vulnerabilities still need to be monitored.

Market sentiment: Meme coins (such as PEPE, FLOKI) are experiencing severe short-term volatility, participation should be cautious.

Conclusion: The current market is dominated by dual themes of 'institutionalization' and 'technological iteration', with Bitcoin and Ethereum as core allocations, and Solana, XRP, and Sui as high-elasticity targets. Investors should pay attention to on-chain data and policy details, and avoid high leverage chasing up.