Analysis of Sectors and Altcoins
Ethereum Ecosystem as the Main Line: Funds are migrating positively towards Ethereum and its ecosystem, with high-quality sectors like L2 and DeFi being the primary beneficiaries.
BTC Remains a Barometer but Faces Short-term Pressure: Selling of Bitcoin and passive liquidations have weakened short-term sentiment; a return to strength is expected only when institutional buying stabilizes and returns.
Severe Differentiation among Altcoins: Established projects with clear narratives and good liquidity can be used for initial positions; avoid coins with no narrative and low liquidity for now.
Operational Suggestions: Prioritize leading Ethereum projects and high liquidity assets, and take small positions in altcoins gradually; the key is to test support levels and avoid chasing highs.
Individual Opportunities: If OKX/some projects pull back to historical support levels, they can serve as long-term entry points; SOL, DOGE, and others with clear pullback levels can be monitored, but risk control should come first.
