The bull market is still on fire, Bitcoin (BTC) and Ethereum (ETH), these two leaders, still have to keep rising. When they rise, most coins in the crypto world can also benefit and move upward. This big direction has no major issues.
But! Is it possible to recreate the madness of the last bull market where 'any coin could soar' and 'buying with your eyes closed would double your investment'? This time, it's really uncertain!
Why do I say this? The key is two words: not enough money!
In this bull market, new coins are being released as if they were free, flying all over the place. There’s only so much money, like water in a pool, and new coins are like turning on countless faucets to fill it up. The pool is still the same size, resulting in diluted water (money). With so many coins waiting to be fed, how can there be enough money to satisfy each one? Therefore, many coins, especially those without real value, will find it increasingly difficult to surge later.
This market feels more like a 'bull market for picking good goods'. Money has become smart and isn't thrown around carelessly. It prefers 'hard goods' and knows to gather around projects that are genuinely logical, substantial, and can tell real stories. Only such 'logically strong' altcoins have a chance to emerge and yield good returns in this round of market.
Understanding this point makes it clear what to do next: the most important thing is to 'pick good goods'!
Where the money goes, we will follow. Right now, in the market, there are a few places where money loves to gather, and they are very hot:
ETH Ecosystem: Ethereum is the big boss, and the applications running on it and the new opportunities brought by its upgrades (such as Layer 2) are the places where hot money is focusing. Coins that are involved with ETH have many opportunities.
RWA (Real World Assets on the Blockchain): In simple terms, this means putting real-world assets like houses, stocks, and bonds onto the blockchain for trading. This concept has been gaining immense popularity recently, and is seen as the next big trend, with money pouring in.
Stablecoins: These are the 'ballast' of the crypto world, essential for trading and saving. Projects innovating around stablecoins to improve efficiency have always attracted funding. Moreover, this sector is relatively stable.
The key is to carefully select the 'hardest' coins within these 'hot areas'. What does 'hard' mean? It means the project really has technology, has actual users, has a clear profit model, or solves a major pain point, and the team is reliable. Don't just listen to stories, you need to see the real thing!
Take a familiar example (not suggesting you buy now, just illustrating the thought process): like ENA. Why was it so strong before? Because it stepped into the ETH ecosystem with one foot and the stablecoin innovation with the other, perfectly occupying two of the hottest niches. Coins that are 'logically strong' and hit the hot spots can rise powerfully from the bottom. Spend more effort to find similar combinations of 'hard goods + hot spots' and pre-position yourself; the opportunities will be greater later.
Keep an eye on: prove skl kmno spk
The market is quiet, retail investors lack confidence, and exchanges are also struggling, but the more it is like this, the more opportunities are brewing. Be patient and wait for the wind to come; don't stir things up recklessly.
The real winners don't rely on luck and gambling, but on discipline and risk control to survive until the end.