I. Bitcoin (BTC): Institutional disagreements intensify, the $110,000 level becomes the lifeline for bulls and bears

Today's Bitcoin price is fluctuating in the range of $105,000-$110,000. On-chain data shows that selling pressure from long-term holders (LTH) is rising. Although 74% of the circulating supply is locked, the net outflow from exchanges has decreased by 32%, suggesting that some 'coin hoarders' are starting to take profits. However, BlackRock's Bitcoin ETF (IBIT) has seen assets under management exceed $70 billion, with capital inflows for 34 consecutive days, forming a game pattern of 'institutional support' and 'retail selling pressure'.

From an economic perspective, the expectation of tightening liquidity (Federal Reserve's interest rate decision on June 17) and supply contraction (exchange balances falling to 2.15 million BTC) create a contradiction. Standard Chartered Bank predicts Bitcoin could reach $200,000 by the end of the year, but caution is needed regarding the weakening of MACD momentum and the risk of leveraged liquidation in the short term. Strategy recommendation: If it retraces to the support level of $105,000, a light long position can be tried; if it breaks below, switch to a bearish mindset.

II. Ethereum (ETH): ETF capital inflows crush BTC

Ethereum's current price is $2,650, showing a technical 'cup and handle' pattern. If it breaks through the $2,700 neckline, the potential increase could reach 30%-55%. BlackRock's ETH ETF cost basis covers $3,300-$3,500, indicating that the current price is undervalued and that institutions are clearly aiming to bottom out.

From the perspective of network effect theory, the number of active addresses in the Ethereum ecosystem has surpassed 920,000, with TVL remaining at $85 billion. Technical upgrades and compliance (SEC may approve staking ETFs) will strengthen its position as a 'digital financial infrastructure'.

III. Binance Coin (BNB): Breaking through the 'crab market', ecological explosion becomes an invisible engine

BNB price broke through the key resistance of $655, with trading volume surging by 17%, forming a bullish signal of 'descending wedge breakout' technically. Binance Alpha 2.0's daily trading volume reached $2 billion, driving the explosive growth of the BNB Smart Chain (BSC) ecosystem.

Ecological Highlights:

  • The integration of DeFi and AI: XBIT achieves 1.2 seconds cross-chain exchange through zero-knowledge proof (ZKP), with EU users accounting for 35%;

  • Compliance process: South Korea allows non-profit organizations to comply with the sale of virtual assets starting in June, paving the way for the expansion of BNB application scenarios.

Supply and demand theory shows that the BNB burn mechanism and ecological momentum form a positive cycle. If it breaks through $693, it may challenge $744-$758 within 5-7 days.

IV. Solana (SOL): The road from 'Meme casino' to 'ecological empire' reversal

Solana's current price is $158, with a year-to-date increase of over 65%. Its high-performance public chain is emerging in the DePIN (Decentralized Physical Infrastructure) and AI fields. Projects like Helium and Hivemapper are bringing real assets into the on-chain economy, while the Virtuals protocol expands to Solana to leverage its low-latency advantages.

Market Misjudgments and Truth:

  • Critics say Solana is a 'Meme speculation market', but the data contradicts this—on-chain GDP grew by 321% in a single quarter, reaching $825 million;

  • Consumer-grade strategy: Phantom wallet, Dialect social protocol, etc., create a Web2-level experience, targeting 'one billion users' rather than niche geeks.

Innovation diffusion theory suggests that Solana's 'speed + low friction' characteristics will accelerate technology adoption, becoming the underlying pillar of the real-time collaborative economy.

V. Meme Coins: The controversy surrounding Trump-themed coins continues, while the animal-themed frenzy hides danger

Trump Meme Coin (TRUMP) plummeted 9% in a single day due to wallet cooperation disputes, but MOODENG (Hippo Coin) soared to a market cap of $269 million thanks to its community donation mechanism. Solana's on-chain Meme coins (like POPCAT, FARTCOIN) remain the main battlefield for speculation, but caution is needed as block attacks in the same area may lead to retail losses.

Behavioral finance warns: The 'attention economy' of meme coins relies on social media dissemination, but most lack fundamental support. Investors should follow the principle of 'small-scale trial and error, prioritize stop-loss' to avoid decisions driven by FOMO emotions.

Conclusion and Tips:

In June 2025, the cryptocurrency market, under the triple resonance of macro policies, technological upgrades, and ecological explosions, is full of opportunities but also hides risks. Ordinary investors need to remember:

  1. Position Management: BTC/ETH allocation ratio can be adjusted to 60:40 to capture rotation opportunities;

  2. Information Identification: Beware of the parallel market environment of 'compliance benefits' and 'regulatory black swans';

  3. Long-term perspective: Ecological projects like Solana need 3-5 years to validate their value and avoid shortsighted operations.

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This article does not constitute investment advice.