After Bitcoin broke through its previous high, the market has entered a typical 'capital overflow' stage: mainstream coins are oscillating at high levels, and hot money is beginning to seek high-elasticity targets. Considering the strength of catalysts, narrative popularity, and capital pathways, the next leading 'trident' is likely to consist of the following three:
1. XRP - 'Compliance dividend' biggest beneficiary
• The U.S. regulatory tug-of-war has settled, and institutions like Grayscale and BlackRock are reassessing their allocation weights;
• RippleNet's cross-border settlement network continues to expand, with real settlement volume increasing by three digits month-on-month;
• The window for spot ETF applications has opened; once approved, it can directly attract liquidity from traditional foreign exchange giants.
2. ADA - 'Research faction' accumulates strength and bursts forth
• Chang's hard fork has landed, on-chain governance has fully shifted to the Voltaire era, and the community treasury of $1.5 billion will accelerate ecological subsidies;
• The Hydra mainnet channel is online, with theoretical TPS increasing by a hundred times, leading to the bulk migration of DeFi and GameFi projects;
• Academic endorsement + energy-saving narrative perfectly align with ESG funding preferences, with intensive coverage from institutional research reports.
3. SOL - 'High-performance casino' upgraded again
• Firedancer client advancement + SVM parallelization, network stability and TPS have reached a new level;
• The meme, DePIN, and AI sectors' leaders have concentrated and exploded, with on-chain daily active wallets returning to the 5 million level;
• ETF rumors are not unfounded, as the Chicago Mercantile Exchange has quietly launched a SOL reference rate, paving the way for futures/spot trading.
Historical experience shows: when Bitcoin's 30-day volatility falls below 50%, the altcoin season is about to ignite. The three narratives mentioned above are clear, with ample liquidity and a dense schedule of catalysts, making them likely to become the 'high β export' of choice for funds.
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