Elon Musk vs. Trump: Key Market Insights Today
Core Event Interpretation
1. Musk vs. Trump:
The tech tycoon and the politician often clashing may signal policy changes; beware of related asset volatility.
2. SOL Staking ETF Approved:
The first Solana staking ETF has been approved.
This is a non-spot ETF, where investors hold shares of the fund instead of SOL itself.
Good for the SOL ecosystem.
Market Hotspot Tracking
Surge Sectors:
1. SOL Ecosystem Meme Coins: USELESS, PENGU
2. Platform Tokens: Hyperliquid
3. RWA Concept: Robinhood Launches Arbitrum Stock Tokenization.
Crash Risks:
1. TRUMP Coin: Dropped from $73 to $0.17
2. Delisting Warning: OKX will remove X, BSV, GOG, and other spot trading pairs.
Institutional Viewpoint Discrepancies
Circle Valuation Controversy:
1. JP Morgan is bearish.
2. Bernstein is optimistic.
Robinhood Innovations:
1. Launching Tokenized US Stocks.
2. Building a Dedicated Blockchain.
Operational Suggestions
Key Focus Areas:
1. SOL Ecosystem
2. RWA Sector
3. BTC Allocation
Risk Warnings:
1. Stay away from politically connected coins.
2. Be cautious with high leverage.
3. Avoid tokens that may be delisted.
Current Strategy: 70% mainstream coins + 30% hotspot rotation, with strict profit-taking and stop-loss settings.
Follow the trend of Guoxing, helping you see beyond the surface, regardless of bull or bear markets.
