1. How to view Bitcoin's recent rebound?

1. The price is on a roller coaster.

Recently, Bitcoin surged from a low of $74,000 to $94,000, feeling like an exhilarating roller coaster ride. This rebound broke the previous downward trend line, turning many from 'bear market fear' to 'bull market anticipation'.

However, it should be noted that Bitcoin currently holds 64% of the entire crypto market share, which means smaller coins (altcoins) may face funding shortages.

2. Why did it suddenly rise?

Hedge Demand: The Trump administration's tariffs have made the market uneasy, leading people to feel Bitcoin is like 'digital gold' that can resist risks.

Institutions are bottom-fishing: Companies like MicroStrategy are buying Bitcoin madly, and even Japanese listed companies are spending big to increase their holdings.

Federal Reserve Rate Cut Expectations: The market predicts a 150 basis point cut this year; with more money, it naturally flows towards high-yield assets like Bitcoin.


3. Is the bull market really back?

There are now two opinions:

Optimists: Key technical breakthroughs, combined with institutional fund inflows, may replicate the explosive growth after the 2024 halving.

Cautious: The correlation between Bitcoin and US stocks remains; if the dollar rebounds, it may trigger a correction.

Conclusion: In the short term, it may surge to $100,000, but don't expect an immediate bull market for everyone; volatility will still be significant.



2. Can ETH restore its reputation for 'decentralization'?

1. The awkward situation of ETH.

SOL is stealing the spotlight: Solana has attracted many developers and funds recently due to its fast transactions and low fees, with ETH's market share dropping to 12%.

Limited Upgrade Effects: Although the Pectra upgrade (launching in May) can improve transaction speeds and staking yields, users care more about 'can it be used' rather than technical parameters.

Old problems remain unresolved: High gas fees and network congestion still persist, with users complaining that 'Ethereum is a rich person's game'.


2. ETH's chance for a turnaround.

Policy Benefits: The US SEC may approve an ETH ETF this year, and once approved, institutional funds will pour in.

DeFi Recovery: After the upgrade, gas fees are reduced, and applications like lending and trading may become active again.

Endorsement from Traditional Giants: 90% of the RWA (Real World Asset tokens) issued by institutions like BlackRock are on Ethereum, essentially acknowledging ETH's status as a 'settlement layer'.


3. The challenges remain enormous.

Competitors are too strong: Public chains like Solana and Avalanche crush ETH in speed and fees. Unless ETH can implement sharding technology (expected in 2026), it is difficult to change the downward trend.

Regulatory Risks: The US SEC has not yet concluded whether ETH is considered a 'security'; policy changes may trigger sell-offs.

Ecosystem Splits: Layer 2 solutions (like Arbitrum) are fighting their own battles, weakening Ethereum's overall competitiveness.

Three, what should ordinary people do?

Bitcoin: You can participate with a small position in the short term, but don't chase highs. If it falls below the $90,000 support level, run quickly.

Ethereum: Long-term holders can wait, focusing on market reactions after the May Pectra upgrade. Those looking to bottom-fish should consider below $1,500.

Altcoins: Don't touch obscure coins! If you must play, choose mainstream coins like SOL and MATIC that have real utility.


Summary: Bitcoin's recent rebound has potential, but don't expect to 'get rich overnight'; Ethereum's turnaround relies on hardcore upgrades and policy benefits, and it's still missing a spark.


Currently, the market is most concerned about the trend issue: Is it the beginning of a bull market or has the bear market already arrived?

Has the BTC price completed its bottoming? Is the current trend a rebound or a reversal?

If we enter a bear market, which assets are our ambush targets? At what price should we start accumulating coins? What will the future trend be? If it reverses, when should we enter to catch the bottom?

These are questions everyone cares about; join us, and we have professional analysts who will provide a comprehensive answer!