Recently, watching the market has been nerve-wracking, with various themes rotating rapidly.
But I always remember one principle: choose the leaders in the early stages of a bull market, and hold onto the fundamentals in the mid-stages.
This time I'm focusing on two coins: one is the old mainstream #LTC, and the other is the rising star of the RWA track, #ONDO. Why these two? Let me explain.
LTC: Seven reasons why the sleeping giant is about to awaken.
To be honest, many people have long lost interest in $LTC , but it is precisely this 'being forgotten' that makes me more optimistic about its explosive potential.
1. Monthly chart has been accumulating for a long time, ready to ignite at any moment: From the monthly chart perspective, LTC has been consolidating for several years; this kind of pattern is always a prelude to a big market movement. This time the bottom structure is more solid than before the bull markets of 2017 and 2020.
2. Valuation is severely underestimated: Look at peers like #DOGE and #XRP that have skyrocketed, while LTC is still sleeping. This is not a lack of potential, but rather a temporary loss of focus in the market. The market cap ranking is severely deviating from its historical position, and the cost-performance ratio is too high.
3. 'Hard currency' among PoW coins: LTC insists on PoW and is one of the few mainstream coins that still relies on 'mining' for survival. The energy cost itself is the price floor, which seems particularly 'hard' in the current market fed by VCs.
4. ETF may break out first: Don't forget LTC has already been legally listed on multiple exchanges in the US, looking cleaner than many in this space. If ETF approvals continue to loosen, it is one of the most likely coins to be approved after BTC/ETH.
5. Solid payment ecosystem, already a functional currency: PayPal has already supported LTC recharge; are you still questioning its practicality? Support for merchants and the Lightning Network are already online; it is a cryptocurrency that is truly used for 'spending.'
6. Community stability, continuous technology updates: Although it doesn't speculate on concepts, the technology iteration has not fallen behind. Privacy technologies like Taproot and MimbleWimble are all present, and LTC is the type of project that quietly gets the job done.
The 'latecomers' in every bull market: LTC has never been the first coin to soar, but it always manages to catch up in every bull market. This type of coin is the one you can hold onto and sleep peacefully with as a mid-term heavy position.
ONDO: A new star in the RWA track, supported by ETF applications; the wind has already risen!
Now let's talk about $ONDO , which has suddenly become the focus these days; the reason is simple: the ETF application has arrived, and it is likely the most promising coin to break out in the ERC-20 space!
1. Market performance is strong: A nearly 65% surge in a month, market cap soaring from 2 billion to 3.5 billion, without relying on news or big influencers; it is a trend built on real capital.
2. Backed by the RWA narrative trend: ONDO itself is the native token of Ondo Finance, which is about tokenizing real-world assets (like government bonds); it is currently one of the most meaningful tracks in DeFi.
3. ETF structure is clear, institutions' favorite: ETFs are completely passive, without leverage or derivatives, with Coinbase Custody custody and CME pricing; institutions really have no reason not to invest. The SEC is also likely to prioritize approving this 'properly structured' model.
4. Smart money has already positioned: From analysts to traders, everyone's eyes are on ONDO, with some calling it the 'next darling of institutions.' Just look at how 21Shares is still applying for ETFs for coins like #DOT, #SUI, #XRP, and you'll know how real this wave is.
Summary: An experienced veteran lurking, a rising new star.
If you missed the early launches of #PENGU, #HYPE, and #PEPE, then this time don't wait until you see 'three consecutive daily gains' before you act. LTC is my ballast in mid-term positioning, while ONDO is the short to mid-term narrative breakout. I've already set my position, now let's see how the market ferments.
Remember, in this bull market, whoever stabilizes the fundamentals first will be the one to smile last.
