Institutional giants are entering the market, and the altcoin season is about to fully explode!
The current market shows a clear divergence, with $BTC continuing to pull back while altcoins are collectively strengthening. The latest moves by Trump's media technology group have become the focus of the market. The group successfully raised $2.5 billion and announced plans to follow MicroStrategy by establishing a BTC reserve. This significant news injects new variables into the entire cryptocurrency sector, especially having a direct impact on mainstream coins. However, such large institutional actions often come with the risk of market manipulation.
Meanwhile, the US stock market has seen a substantial rise. This is mainly due to the easing of trade tensions between Europe and the US; previously, Trump's tariff threats had caused market turmoil, but now both sides have extended the negotiation period, significantly boosting market confidence. This optimistic sentiment has also spilled over into the cryptocurrency sector, particularly for mainstream altcoins like ETH.
Specifically looking at the performance of various sectors, the public chain sector stands out the most. The price of ETH has risen significantly, backed by a "ETH version of MicroStrategy" plan initiated by several large funds. By raising funds in the US stock market, these institutions are promoting the development of the ETH ecosystem, driving up subfields like ETHFI simultaneously.
AI concepts also perform impressively. $VIRTUAL , $AIXBT , etc., are among the top gainers, with the staking new mechanism launched by the VIRTUAL launch platform showing a strong profit effect, becoming a recent market focus. Such innovative mechanisms do bring good returns, but the volatility risk is also relatively high.
Particularly noteworthy is the special target TRB. As a typical speculative stock, its price has recently surged significantly and is now under tight control. Even more unusually, the contract holdings of this cryptocurrency have surpassed its market value.
From an overall market perspective, the current altcoin trend may continue, but two major risk points need to be monitored: first, if Bitcoin continues to fall, it could drag the entire market down; second, the actual implementation of the BTC plan by the Trump group. In the medium to long term, mainstream altcoins like ETH have relatively greater upside potential.
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