Shanzhai
The current market trend is very clear: let the major coins fly first, and then it will be the turn of the minor coins. When it is the turn of the minor coins to soar and retail investor sentiment is high, that will be the peak of this cycle;
First Tier: Bitcoin (BTC)
Combines attributes of US stocks and gold, with strong policy support (ETF, national strategic reserves, crypto treasury)
Historically unique, with unlimited upward potential, it may surpass the fiat currency system.
Second Tier: Ethereum (ETH)
Combines characteristics of crypto and tech stocks, complete with ETF, reserves, and treasury, policy support ranks second only to Bitcoin.
The Trump family project WLFI has a high holding ratio, the Genius stablecoin bill is favorable, and there is a solid foundation for DeFi, RWA, and stablecoins.
In the coming years, the on-chain scale of US stablecoins will be enormous, with Ethereum as the core infrastructure, far surpassing other public chains.
Third Tier: SOL, XRP, LTC, DOGE, BNB
Soon to receive or have already received ETF support, SOL spot ETF has been traded, but its attractiveness is lower than ETH.
All supported by crypto treasuries, with limited policy space, each has its unique characteristics:
SOL: Comprehensive development in Meme, DeFi, AI, DePIN, RWA, the hexagonal warrior.
XRP: Capturing Swift business, strong political and business resources, stable control by the whales.
LTC: Based on the consensus of 'Bitcoin and Litecoin', 15 years of history crushes most altcoins.
DOGE: The ancestor of meme coins, endorsed by Musk, Tesla supports payments.
BNB: Binance value capture tool, price surges, tied to the Trump family project.
Fourth Tier: Other ETF and crypto treasury projects
Such as ADA, AVAX, HBAR, APT, SUI, etc., applying for ETF, HYPE, FET, etc., receive treasury support.
Mainstream capital is visible, with symbolic significance greater than actual capital inflow, showing potential for sector trends.
Fourth Tier Half: Leading DeFi and RWA coins
Such as AAVE, LINK, UNI, LDO, ONDO, etc., benefiting from the increase in on-chain funds after the Genius bill.
On-chain trading, wealth management, and investment demand are strong, the value of protocols will increase, and the potential for RWA assets to go on-chain is significant.
Fifth Tier: Leading Meme, AI, secondary leading DeFi, RWA, public chains
Maintaining market share with the development of the crypto market, strong community stickiness and development capability, good liquidity in the market.
However, funding channels are narrow, mainstream capital pays little attention, and potential is lower than the previous tiers.
Sixth Tier: Legacy CEX Coins
Loss of development team, no substantial innovation, poor liquidity, prone to crashes during market downturns.
Growth weaker than ETH, SOL, prices are mainly maintained by market makers, remaining only symbolic, recommended to exit as soon as possible.
