In the past two days, the net inflow of Bitcoin spot ETFs reached $1.3 billion, with a single-day inflow of $912 million yesterday. This amount of capital is comparable to when Bitcoin previously broke $90,000, indicating that the current rise is more structurally driven and constitutes a healthy recovery.
Ethereum's performance is particularly remarkable, with a 24-hour increase of over 10%, and the ETH/BTC ratio rising to 0.0193, with ETFs also achieving positive capital inflow. One of the positive news is that Vitalik proposed an upgrade plan to replace the existing EVM architecture with RISC-V, considered the biggest technological innovation since the switch to POS. This idea could greatly enhance the performance of the Ethereum main chain, enabling it to compete with emerging high-performance L1s like Solana and Sui, boosting market confidence.
In terms of sectors, the rebound is still concentrated in the three major hot tracks: MEME, AI, and RWA, with an average increase of about 30%. Sui and its ecosystem are taking off simultaneously, the AI Agents sector is strongly recovering, and projects like $alch, $swarms, and $eliza, which had previously plummeted, are bouncing back, with some even reaching new highs.
From historical experience, projects that experience 'resurrections' often possess strong explosive potential. If the altcoin season indeed begins, AI Agents may become one of the main narratives. Other competing sectors include RWA, DeFi, GameFi, Layer1, and Meme, but in terms of potential and attention, AI Agents are expected to lead.
In 2025, may my brothers' wishes come true, positions multiply, and wealth flow in endlessly!
Yesterday is now in the past; let us greet the present in the best state, go with the flow, as the trend is quietly taking shape.
Dongchen will always fight side by side with my brothers, never leaving or abandoning!
Previous records are clear and traceable, history echoes — when mountains and rivers meet, it is all fate!
I will continue to share the spot opportunities and insights I am optimistic about, hoping to accompany everyone in navigating the market and winning the future together!
Today's article ends here, welcome to the homepage to play together~
Investment involves risks, and the above content is purely personal sharing and does not constitute investment advice!