BTC - BTC continues to set new all-time highs, breaking out above $76,000, and Bitcoin spot ETF inflows have turned positive again.


BlackRock’s Bitcoin ETF had its “biggest trading day ever” with $4.1 billion in volume.


Although Bitcoin is constantly reaching new highs, there are definitely some people who miss out. There is no need to be anxious. When a new market cycle begins, there will always be many opportunities for you to get back on board. In the short term, pay attention to whether the $80,000 level can be successfully broken through.

ETH - Yesterday, the market rose sharply, and naturally some liquidity overflowed and flowed back to ETH. Today, Ethereum started a wave of compensatory rise.


Many people on CT have become critics of Ethereum before, and ETH’s rebound will naturally eliminate some of the negative voices.


Ethereum L2 monthly transaction fees have fallen by nearly 90% since Q1 2024, but transaction volume has tripled.


With the rise of ETH, part of the subsequent overflow funds will flow into L2 projects ARB, OP, and STRK, which are also expected to usher in a compensatory rally.

DeFi - The entire DeFi sector is moving forward in unison, with the highest gains in the past 24 hours concentrated in leading projects.


Unlike other tracks, these applications have been verified from a fundamental perspective, and the lower limit is high enough, so the DeFi leading effect will be stronger.


If this trend can continue, DeFi will be a track with valuable mining capabilities, new projects will continue to innovate and issue coins, and old projects will usher in a second spring.

ENA - Wintermute published a proposal to allocate a portion of Ethena’s protocol revenue to $sENA to align ENA holders with the development of the protocol.

Influenced by this news, and driven by the entire DeFi sector, ENA is the token with the largest increase among the top 100 today.


GRASS - GRASS is one of the biggest token launch success stories of 2024 that doesn’t get enough attention.


Its FDV has risen 160% to $2.15 billion since launch, with essentially every buyer in the market making money.


Getgrass_io allocated 10% of its supply to Airdrop One, which was distributed to 2 million users.

Around 100,000 wallets received at least 100 GRASS, worth about $200, for running a completely free application.

Currently, about 33% of the GRASS circulating supply is staked. The current APY is about 50%, which is quite attractive.

Besides that, there is no listing on top platforms like Binance, and GRASS’s market cap valuation is still relatively low compared to top AI and DePIN projects as there is no massive amount of capital entering the exchanges.

RAY - Solana high volatility = RAY price rises (up 30% today) breaking out to as high as $5.

The meme craze is the only constant in this cycle, and Raydium LP facilitates most of the transactions and uses part of the fees for buybacks.


If this continues as I expect, RAY will go all out as long as on-chain activity continues, and I wouldn’t be surprised if RAY price hits $20.

AVAX - The Avalanche Foundation announced that it will buy back $1.97 million AVAX (approximately $52 million) held by the Luna Foundation.

The repurchase has been approved by the bankruptcy court, which is equivalent to removing this mine.


BlackRock’s BUIDL fund is being deployed on the chain, but Avalanche BUIDL and Ethereum BUIDL have the same address. You can pay attention to it in the near future, there may be some action.

SUSHI - SushiSwap has introduced a “Vesting Launch” feature on its previously launched meme launchpad.

BNB - BNB Chain launches a new real-world asset tokenization service.

As the market recovers, a new round of BNB IPO plans should not be far away.

Breaking the Bear Market Mindset Habit:

• Simpler narratives are more likely to generate FOMO
• Don’t lose your imagination, if it has grown 10 times, it can grow 10 times again
• Don’t switch narratives too quickly
• Don't take profits too early

• Don't be biased

In the crypto market, different cycles require different strategies. Let’s look forward to more mainstream tokens hitting ATH.


Remember, if you view your position as a long-term investment, a market drop should be viewed as a gift. It provides an opportunity to buy more tokens.


Finally, it is crucial to have a strategy before making any purchases, and never invest all of your money.


I hope this topic is helpful to you. 🙏Thank you for your likes and support👍