Currently, in this wave of market, the momentum of $ETH has not yet reached its end, and the curtain for altcoin season has not really opened, but the funds for ETH are quietly "moving house" — just look at the last two days, many ETH whales are busy exchanging their ETH for LINK, and on-chain funds are secretly bottom-fishing mainstream altcoins and hot secondary coins. The signs of capital overflow are already quite obvious.
The hottest tracks right now are DeFi, RWA, and speculation related to ETFs. In contrast, the heat of the AI track has clearly decreased significantly. Therefore, it's advisable not to invest heavily in AI at this stage; it would be better to wait for a signal — for example, if there are signs of a price surge for targets like virtual or ai16z, then it won't be too late to enter the market. In this kind of market, the AI track is likely to be neglected. If one stubbornly focuses on this direction, it is easy to miss out on other opportunities. Of course, one should also keep an eye on the market; if there are real signs of speculation, it won't be too late to jump in.
If the altcoin season really comes, there's a harsh reality to acknowledge: at least 60% of altcoins may not even have the opportunity for speculation. So, selecting coins is extremely important! After all, there are too many garbage projects, and the only purpose of launching coins is to sell, sell, sell, and then switch to a new website to continue cutting, without any intention of boosting the price.
When selecting projects, one must consider the team's strength, and also investigate the project's technology (although 95% of projects actually have no real technology). One should avoid pitfalls like unreasonable valuations and large unlock selling pressure. I've discussed many of these points in my live streams, so I won't elaborate here.
Additionally, among the Ethereum-based altcoins, recently updated projects like ssv, cow, Ldo, aave, morpho, ena, and pendle have performed quite well, benefiting from the market trend. But that said, altcoins are ultimately altcoins; my strategy is to sell after a price surge, keep some positions for future opportunities, and hold some USDT for peace of mind. #加密市场回调 #币安钱包TGE