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Currently, altcoins are too sensitive; the market just has a slight pullback, and they immediately follow suit. Once hailed as mainstream coins, they are no longer the targets of big funds, and many who traded these coins have already moved on.

Ultimately, these new meme coins on-chain are essentially no different from past mainstream altcoins; they just swapped sophisticated packaging for a more rough and emotional approach. Moreover, this round of altcoin trends has already passed the halfway mark; the truly explosive period occurred earlier in new themes like meme coins, AI tool coins, inscriptions, and runes, with projects experiencing hundredfold or even thousandfold increases.

In contrast, many of those 'old coins' in exchanges may never rise again. This is also why I consistently advise friends who are still holding onto small coins to switch positions immediately: waiting for a slim chance of recovery is less effective than concentrating funds and focusing on leading coins, such as $PEPE and $AAVE.

Think like an institution, learn to filter projects, and value slowly. Currently, dealing with small coins is essentially a high-risk speculation for high returns, relying on cognition and execution.

In the past year, among the strongest coins, few have truly outperformed Bitcoin. Therefore, I believe that the future opportunities in small coins will definitely concentrate on those dark horse projects that can bring extreme reversals. Most funds should still be honestly placed in long-term core assets like Bitcoin.

To summarize: In this round of market activity, my strategy is clear—no longer touching mainstream old coins, focusing on hot sectors, closely following capital flows, and capturing the leaders is the right approach! ETH will lead Ethereum-based altcoins out of a trending market!

To summarize Ethereum-based altcoins, there are too many coins; just pick a few valuable ones and everyone can ambush.

ETH layer2:

ARB, OP, ZK, STRK, METIS, IMX

As ETH aims to become the global computer, Layer 2's responsibility is to support the prosperity of the ETH ecosystem with high TPS and low GAS. ARB, OP, and STRK, as three of the four kings, all have FDV exceeding 10 billion USD.

ETH Staking/Re-staking:

LDO, SSV, ETHFI, EIGEN

LSD protocols mainly emerged after ETH's Shanghai upgrade transitioned from POW to POS, providing node-related staking services. LDO is the largest service provider, holding the highest TVL in the network, with a circulating market value of 800 million. SSV is a relatively important infrastructure.

Established ETH DEFI:

UNI, SUSHI, AAVE, COMP, CRV, MKR,

DEFI should be the most familiar area for everyone. As the largest innovation sector in the last bull market, Defi applications have spread to various aspects of on-chain daily life. Due to the maturity of Defi, this cycle is basically based on previous upgrades, and the level of innovation is not very high.

ETH meme:

PEPE, NEIRO

Meme is a very strong sector in this bull market, holding a small amount is not a problem.

Others:

PENDLE

Pendle separates tokens into principal and interest for trading future yields. Pendle recently experienced a double rise in TVL and token price, making it a relatively innovative ETH DEFI project.

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