After Bitcoin surged to $110,000 and stabilized, altcoins seem to have hit the pause button? Don't panic, the opportunity might be building up!

Three major benefits hint at an impending altcoin explosion:

1. Underlying capital flows: The open contract size of altcoins has exceeded 40% of the peak in the 2024 bull market, with the Trump family and BlackRock quietly accumulating ETH, LINK, and other tokens, while the RWA (Real World Asset tokenization) sector is heavily invested by institutions.

2. Policy tailwinds have arrived: 30 states in the U.S. are following up with crypto legislation, the Trump administration has nominated crypto supporters to head the SEC, which is directly favorable for expectations like the un-staking of Ethereum ETFs and DOGE ETF approvals.

3. Technical momentum is building: After Bitcoin broke through $111,500, altcoin ETFs may receive batch approvals by the end of 2025, with on-chain data for topics like AI Agent and DeSci already showing signs of explosion.

Risks and opportunities coexist:

• Short-term risks: If Bitcoin falls below the support level of $109,000, it could trigger a decline in altcoins; the large-scale options expiration on May 31 may exacerbate volatility.

• Long-term opportunities: Expectations of Federal Reserve rate cuts, the halving effect, and continuous inflow into ETFs may point Bitcoin's target price towards $180,000 to $200,000 in 2025, with altcoins likely to replicate the 'catch-up rally' of 2021, averaging a rise of 3-5 times that of Bitcoin.

Operational strategies:

• Aggressive: Keep an eye on popular topics like AI Agent (e.g., Fetch.AI) and RWA (e.g., ONDO), select potential coins with market caps between $50 million and $200 million, and set a 15% stop-loss;

• Conservative: Gradually allocate to leading exchange tokens (BNB, OKB) and DeFi leaders (UNI, AAVE), as these assets have a high margin of safety and sufficient liquidity;

• Long-term holders: Hold mainstream coins like ETH and SOL, waiting for Bitcoin’s market cap ratio to drop below 55% (historical signal for altcoin season), at which point altcoins may celebrate collectively.

Final reminder: Altcoins have entered a 'structural bull market,' where capital is no longer broadly inflating but is instead focused on strong trend coins. It is recommended to spend 30 minutes daily studying on-chain data (e.g., Dune Analytics), prioritizing projects with positive net inflows on exchanges and soaring social interest. Stay tuned to capture real-time altcoin radar, and discuss which sectors you are most optimistic about in the comment section! Share with friends to seize the next wave of wealth opportunities! #山寨币热点