In the last two days, BlackRock has purchased a total of 23,520 ETH, worth over $62 million. Although this doesn't compare to the purchases made by the CETUS hacker last night, it at least indicates that funds are slowly flowing into ETH. How big the upcoming altcoin market will be still depends on ETH. Once Ethereum breaks new highs, altcoins will go completely wild. I have only seen this market condition during 2017 and 2020, when the market situation was roughly similar to now, along with the concept of Bitcoin sucking liquidity. Eventually, it faded, and the market mostly followed Bitcoin's fluctuations. So now, seeing Bitcoin sucking liquidity while all coins remain still doesn't evoke much feeling; just waiting is fine. I have a feeling that BNB is holding back something big; it's not that it won't burst, but the time hasn't come yet. For now, it’s just following the main forces.

During this time, even ETH, which has been criticized, has surged. As long as BTC stabilizes for a while without sucking liquidity, the altcoin party will begin. How could there not be an altcoin season? The speculative nature is evident; behind every altcoin on Binance, there is a restless whale.

Ethereum is about to break new highs at any moment! The four major 100x altcoins will go completely crazy.

AAVE

Aave currently holds 67% of the market share in the DeFi lending space, establishing itself as a leader in this segment.

During the bull market in 2021, AAVE generated $343 million in revenue (fees) for the year, with an ATH price of $666. By 2024, AAVE has already achieved $320 million in revenue. If we estimate based on last month's (April) revenue scale of $50 million, their revenue this year will definitely break historical records.

From the perspective of token price, AAVE is currently priced at $255, still down 60% from its ATH. So, if you still believe that fees are a key driving indicator, theoretically, AAVE may have about three times the opportunity left.

ONDO

The RWA sector has many tokens, and it's hard to know each one. The leading ONDO is just something to watch; its market cap is too large and suits stable funds. It will also rise when the bull market arrives.

They have launched on major platforms like Binance, which have ample liquidity and have been screened, meaning they are not low market cap shell projects. Before this wave of increases, several had market caps of even less than $500 million.

Continuously working, having a small market cap, and being listed on major platforms—these are leading indicators. The crypto market can elevate even meme coins to hundreds of billions in market cap. Who knows when a breeze will come along to lift these small market cap projects high.

WLD

WLD has been relatively stable. We bought this coin in the range of $0.8 to $0.9, which is basically the lowest point of this wave. I believe that with the upcoming AI market, WLD can still rise. The price of WLD has dropped from $11 to a low of $0.55, a drop of nearly 95%. The drop from $0.8 to $0.55 was a rapid decline followed by a quick rise, resembling a spike-and-retrace pattern. Those who managed to transact at this price are mostly institutions calculating strategically; retail investors find it hard to acquire tokens at this position. Coupled with the recent rise in the AI sector, this indirectly indicates that institutions are entering.

WLD is the leader, and its trend is just breaking out. From a short-term and medium-term perspective, it still provides opportunities; it's time to buy. By mid-2025, altcoins have undergone 4 months of consolidation. Looking at the trends, May and June should see some market movement.

Cetus

Cetus can be bought at a lower price now, it has dropped to the 15th floor at its lowest, with reports of theft ranging from $150 million to $250 million; if it's $250 million, the compensation issue is not significant for $sui.

Why do I want to buy at the bottom? This is related to my long-term focus on the $Sui track, a strong coin with backing. I don't believe that this theft can cripple $sui; moreover, $Cetus is like a child of $sui. Even if $Cetus cannot bear the loss, the $sui foundation will step in!