#市场波动，加仓还是观望？ Vacy’s analysis covers a range of topics from Bitcoin dynamics to emerging technologies such as AI and DePIN (Decentralized Physical Infrastructure Network). Here are his revelations.
#1 Bitcoin Season is Memecoin Season
“When Bitcoin goes up, people often buy memecoins in droves, which has a positive impact on their prices,” Wacy observed. Compared to previous bull markets, capital flows directly to the riskiest cryptocurrencies. Bitcoin price surges tend to set off a chain reaction in the memecoin market, causing these tokens to appreciate significantly while ignoring altcoins with stronger fundamentals.
#2 Long-term Bitcoin holders are actively selling
Wacy highlighted the significant selling by long-term Bitcoin holders. “They have sold nearly 730,000 BTC in a month,” he noted. Interestingly, U.S. spot ETFs are absorbing about 90% of the selling pressure, playing a vital role in stabilizing the market.
#3 Solana over $500 could be a reality
“Even as the memecoin era ended, developers of AI and DePIN projects continued to choose Solana,” Wacy noted. With a lot of attention paid to the memecoin, AI, and DePIN narratives, Solana remained the leading ecosystem, ultimately pushing the price of SOL to over $500.
#4 Blockchain-based AI agents are still underestimated
“AI agents are already making their mark in the real world. However, AI built on blockchain offers greater decentralization and privacy,” said Wacy. He believes that blockchain-based AI projects have untapped potential and are currently undervalued in the market.
#5 Ethereum is about to rise
Ethereum’s open interest has surpassed its previous all-time high of more than $13 billion, up more than 40% over the past four months. The surge indicates increased investor interest and could foreshadow a significant rise in Ethereum’s price. “Ethereum will rise,” Wacy predicted.
#6 Most Ethereum Layer 2s will fail
Wacy expressed skepticism about the proliferation of Ethereum layer 2 solutions. “The most promising L2s right now are Base and Mantle,” he commented. He warned that unless the Ethereum Foundation develops “the concept of an L2 hub,” 90% of L2 chains might not survive the next bear market cycle.
#7 Trendy technologies will succeed
“AI, DePIN and RWA are the future. At least that’s how the retail industry sees it, so keep an eye on these trends,” Wacy advises. According to him, investors’ core capital should be invested only in these three most powerful narratives in the ongoing bull market.
#8 Non-critical narratives are great for speculation
Wacy highlighted the speculative potential in non-mainstream fields such as decentralized science (DeSci). “While it may not be popular, it has and will continue to be well-regarded,” he commented, suggesting that there are opportunities for more risk-averse investors.
#9 Quantum encryption is gaining attention
“Quantum stocks have surged more than 1,000% in just one month,” Wacy noted. He suggested that investors should keep an eye on quantum-related crypto projects, as the industry could experience significant growth in the coming months.
#10 Be cautious with market sentiment
“Take what people say here with a grain of salt. They are generally too bearish during sell-offs and too bullish during pumps,” Wacy warned. He recommended critical analysis of sentiment indicators, which can be misleading during extreme market conditions.
#11 Timing is crucial for unloading altcoins
“When you’re thinking about selling your altcoins and everyone is labeling you an absolute idiot, that’s your cue that it’s the perfect time to cash out,” Wacy advises.A contrarian strategy may offer the best exit point for altcoin investors.
#12 Value the insights of crypto analyst Cobie
“I think Cobie understands this market better than we do,” Wacy said, referring to Cobie (@cobie), a well-known cryptocurrency analyst. He suggested listening to Cobie, who earlier in this crypto bull run said that investors should focus 70% of their funds on cat-themed meme coins, 20% on other animal meme coins, and only 10% on all other coins to maximize profits.
#13 Traditional market rules still apply
“While this cycle is significantly different than previous ones, altcoin growth remains heavily dependent on Bitcoin’s dominance,” Wacy observed. Despite the new market dynamics, Bitcoin remains the most important influence on the broader crypto market.
#14 Market cycles remain constant
“Markets move in cycles. Today it’s memes, tomorrow it’s technology, the day after tomorrow it’s regulations. Cycles are never canceled. Remember that,” Wacy stressed. Understanding the cyclical nature of markets can help investors navigate volatility.
#15 Strategic Investment Considerations
“Some may benefit from the dip in Seeking Alpha plays rather than trying to catch another risky beta play. Reflect on that,” Wacy concluded. He encouraged investors to focus on high-quality investments with strong fundamentals rather than chasing risky opportunities. $BTC
