$ETH

【1】TRUMP

• Major News:

• Trump has recently mentioned 'support MAGA, like $TRUMP' repeatedly in speeches and on social media platforms, driving community sentiment.

• Related Meme coin sectors continue to see active funding, especially as the U.S. enters a presidential election year, with political heat continuing to rise.

• Potential Risks:

• If Trump's subsequent attitude changes or is impacted by other political events, sentiment may quickly reverse.

• Legal lawsuits and election variables may impact TRUMP-related assets.

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【2】BTC (Bitcoin)

• Major News:

• Bitcoin's market capitalization continues to rank as the 10th largest asset globally.

• Central banks and large asset management companies worldwide are increasing their attention on Bitcoin (especially as a hedge asset).

• Recent geopolitical situations (Middle East, Ukraine-Russia situation) have led to capital flowing into hedge assets, including Bitcoin.

• Potential Risks:

• The U.S. may strengthen regulatory investigations into cryptocurrency money laundering and tax evasion.

• If U.S. economic data exceeds expectations, hedge demand may weaken, and capital may shift out of the Bitcoin market in the short term.

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【3】ETH (Ethereum)

• Major News:

• The U.S. SEC is accelerating the review process for cryptocurrency-related ETFs, and calls for an ETH spot ETF are continuously rising.

• The Ethereum ecosystem continues to grow steadily, with Layer 2 (like Arbitrum, Optimism) showing robust trading volume.

• Rumors suggest large U.S. financial institutions are testing Ethereum blockchain for enterprise-level applications (not officially announced).

• Potential Risks:

• If the SEC rejects the ETH spot ETF application, it will severely impact market sentiment.

• Ethereum transaction fees remain relatively high, and some emerging chains (like Solana, Sui) are capturing market share.

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【4】SOL (Solana)

• Major News:

• The Solana ecosystem's Meme craze continues to erupt, driving overall on-chain activity.

• DePIN (Decentralized IoT, Computing Network) application projects like Helium and Render still primarily deploy on Solana.

• Solana's official team continues to strengthen network upgrades (reducing downtime issues and improving performance).

• Potential Risks:

• Small-scale network congestion events still occasionally occur on the Solana chain, raising concerns among users.

• Some Meme coin sectors are overheating, which could lead to a funding bubble bursting and subsequently affect the short-term confidence in the entire chain.