The current market structure is becoming increasingly clear:
First Tier: BTC
Bitcoin is now the new "gold standard" in the financial world, with ETFs, national reserves, and crypto treasury all aggressively allocating resources, and it may even become a "fiat currency substitute asset" in the future.
Second Tier: ETH
If BTC is the "digital gold," ETH is the "crypto Wall Street": it is the core infrastructure for all hot topics like DeFi, RWA, and Stablecoins. Especially after the passage of the GENIUS act, hundreds of trillions of stablecoins will almost all run on Ethereum. The status of ETH may be akin to the role of "English" in the international market.
Third Tier: Potential ETF Stocks
SOL, #XRP, #DOGE, #LTC , and BNB are all star projects with potential ETF themes or already on the crypto treasury list.
SOL is the "hexagon warrior," covering DeFi, Meme, AI, RWA, and DEPIN entirely, and ETFs are already trading;
$XRP is tied to SWIFT alternatives, with political and business resources stable as a rock;
DOGE is the original Meme, the favorite of Musk;
#BNB is the only token that can harvest platform value and works closely with the Trump family;
LTC is the "digital silver," a 15-year-old project that wins half the battle with consensus;
Although policy support is slightly weaker than ETH, these few will not perform poorly during sector rotations.
Fourth Tier: ETF Applications + Heavy Treasury Holdings
$ADA , $AVAX, $APT, #SUI, $DOT, #FIL, $NEAR, #TRX, $BONK, $TRUMP, etc. Although these have not yet formed a trend, they qualify as "big capital willing to take a look." Once the ETFs are approved, this batch of altcoins may suddenly take off.
Fifth Tier: On-chain DeFi/RWA Core Assets
For example, $AAVE, $UNI , #ldo , $ENA, $JUP, #ONDO, etc. After the GENIUS implementation, these projects will undertake a large amount of on-chain exchanges and financial funds, serving as the "real estate stocks" within DeFi infrastructure.
In the last segment, old altcoins/CEX speculative coins—run as early as possible
These coins have poor liquidity, scattered teams, and lack innovation; each market cycle is just a "pretend not to be dead." Once the market declines, they will drop the hardest. It is recommended to directly cut losses and switch to mainstream assets without attachment.
As the market stands now, it is no longer a question of "is it a bull market," but rather, "which vehicle are you riding on?"
