Discussing this year's cryptocurrency market from a trend perspective

Why talk about trends?

Because trends = what money in the market is willing to pay for

1. Compliance + Stablecoin concept explosion

A typical representative is the recent $HSK

Outside the circle are stablecoin concept stocks

Opportunities in this area

I believe we should focus on chains that are strongly related to compliance and the United States, such as Sol, Base, and Sei

Keep an eye on the Trump family and institutions like Circle and their holdings

Also, need to quickly open a US stock and Hong Kong stock account, this time they are using stablecoins from the crypto market for speculation, next time who knows what they will use to speculate, money is being taken away every day

2. Continuous rise of SocialFi

A typical money-making opportunity this year is to leverage Kaito, especially by ranking high to get some project airdrops, such as the recent Newton which has yielded over a thousand to ten thousand USD, making it still highly profitable

3. AI concept cooling down

There are very few AI-related coins that are performing well, many have just been pouring money without results; AI-related tokens rarely show good performance. This is certainly partly related to the declining liquidity of altcoins, but essentially many AI-related tokens have unclear concepts and little practical use, and they are so poorly structured that even dogs would disdain them.

There’s no longer that stunning sensation from last year; over time, attention will shift.

This has also led to those shorting this year continuing to make money, while those holding onto AI concepts are quite miserable.

But AI will not disappear because the AI field itself is continuously developing in reality, so let’s keep using AI tools and wait to see if there are any groundbreaking products that ignite the market.

4. Memecoin cooling down

This year, apart from $TRUMP, I can’t think of any new memecoins. Indeed, after TRUMP, a large number of profit-making front-runners directly took a break, liquidity has been halved and then halved again, leaving too many unsatisfied small investors to compete with each other.