ETH_蛋总

The total market capitalization of the entire cryptocurrency market is approximately $3.5 trillion, with Bitcoin accounting for $2.27 trillion. Its market capitalization has rapidly increased from 37% in 2022 to 64.89% in May 2025.
This means that nearly two-thirds of the entire crypto market's funds and value are concentrated in Bitcoin. The remaining 35% is divided among other coins, specifically:
ETH: $0.34 trillion (9.75%)
USDT: $0.13 trillion (3.71%)
BNB: $0.092 trillion (2.63%)
SOL: $0.087 trillion (2.49%)
XRP: $0.081 trillion (2.31%)
Other coins (including USDC and other stablecoins): Approximately $0.53 trillion (15.22%), with USDC market capitalization around $0.039 trillion, accounting for 1.11%.
From this data, Bitcoin's absolute dominance is clear: its market capitalization is almost 7 times that of Ethereum, equivalent to more than 3 times the total of USDT, BNB, Solana, and XRP.
Faced with Bitcoin's strong dominance, altcoins (cryptocurrencies other than Bitcoin) are performing poorly. The main reasons can be attributed to three points:
1. Squeezed Innovation Space: The charm of cryptocurrencies lies in ecological diversity and innovation (such as DeFi, NFT, and Web3 applications). However, Bitcoin siphons off most of the funds and attention, making it difficult for other projects to obtain sufficient resources and support, hindering the pace of innovation.
2. Risk Aversion and Speculative Sentiment Dominates: The narrative of Bitcoin as "digital gold" and the continuous inflow of institutional funds (such as ETFs) have strengthened its "safe haven" attribute. This reflects a lack of confidence in altcoins, with investors preferring to invest in Bitcoin, which is considered "safer," rather than riskier innovative projects.
3. Market Cycle Signals: Historical experience shows that a decline in Bitcoin's market share often heralds the arrival of the "Altseason." The current continuous rise in Bitcoin's market share to a high level clearly indicates that the market focus remains firmly locked on Bitcoin itself, and the vitality of the entire crypto industry has not been effectively stimulated and disseminated.

Extremes beget reversals. Bitcoin's market share will not continue indefinitely. Once the market share turns downward, it will mean the "arrival of altcoins." Head institutions are warming up stablecoins/RWA probability/payments, etc., waiting for the leading projects to emerge. Once they rise, everyone will chase them under the four-year bear market mindset, unable to catch up. Therefore, don't give up on the future.

Over 7 years of high-frequency traders witness the rise of Binance
#币安七周年

$bte
Since the start of the operation, it has been continuously producing. In less than 2 hours, 5 mining machines have already recouped their costs. Now, the daily output is pure profit. Today, the project started generating BTC again. A mining project that lasts over a week without failing indicates that the recoupment phase has been passed. The first batch of computing power has been exhausted due to reduced production, and we can continue to reinvest in mining machines!

Tomorrow the 'GENIUS Stablecoin Act' can be speculated on again through the Defi sector!

$comp
Comp has recently seen a significant increase in volume and a noticeable rise in contract positions. Additionally, the weekly MACD has formed a bullish crossover at the bottom, which is why it was consistently recommended last week. Recently, taking advantage of the quarterly contracts and the long and short battle in options, if there is a pullback, more positions can be added.

$BTC
Yesterday's expectation was a rebound to 106500, with a maximum reaching 109000, which aligns with the rebound expectation; after testing the 5-day moving average, the daily level has rebounded, but based on last week's data performance, the pressure from Ma30 is still significant, and it will not surge immediately but will oscillate around 105000;
$ETH
Yesterday's expectation was a rebound to 2600, which met expectations. It was mentioned in the early morning that there would be a downward spike, but this spike did not break below the 2500 central level, and both sides will consolidate around 2600 before the settlement;
Altcoins:
Yesterday the altcoins rebounded nearly 10%, but it was merely a bounce and not a reversal. Currently, liquidity is drying up, and even project teams are unable to sit still, with even the top 50 projects unloading to maintain project operations. Now, it is obvious who is swimming naked; just like in 2019, the market will only see a surge after 90% of the projects have died out, and those that survive will be the kings.

This year's four hottest companies with a market value of over 100 billion and their founders' education: Zhang Junjie: Bawang Chaji, Junior High School; Zhang Hongchao: Mixue Ice City, Junior High School; Wang Ning: Pop Mart, Private Third-tier University; Xu Gaoming: Laopu Gold, Associate Degree
What do you think? You are a college student, you go first.

$uni
Another set of data is also optimistic about Uni. Since April 26, the contract open interest for Uni has started to grow, reaching a historic high recently. This indicates that the bulls are active in the contract market. Although the open interest has been decreasing recently, it is still at a high level, and the bulls have not exited;
#UNI

$Ghibli
Lottery coin, Ghibli market value 200M, after doubling a few days ago, it has dropped back and the price is now stable 🈶 Expectation of a pump;

Brothers, Q2 is about to settle, and Q3 is about to begin. Many brothers did not make money in Q2, so the boss is sending Bnb to the brothers. Let's look forward to Q3.
Comment + Follow: Q3 take off
Get Bnb

$BTC
The weekend expectation is to consolidate at 105000, which is in line with expectations; a triple bottom has appeared on the hourly level, and today there is a high probability of breaking upwards to 106500, which is also the daily Ma30 position. If it cannot break through the daily Ma30 in the short term, there is an expectation to pull back to 102000;
$ETH
The weekend Ethereum also followed the sideways trend, with a rebound expectation of 2600 still in place. If it cannot break through the range of 2400-2730 in the near term, there is an expectation to pull back to 2350;
Altcoins:
$ZKJ finally closed the net yesterday. With such a large amount of capital temptation, no one can hold on. It was originally a good place to earn points, and now I don't even know where to earn them;
The secondary market did not see a decent rebound over the weekend, and everything is consolidating sideways. The current market depth is extremely poor, and even if the manipulators want to pump the market, they can't do it. If the manipulators are like this, what about us retail investors? Those who previously held $Uni and $comp should continue to hold;

 

Haha, this is called riding a bicycle to the bar to save money and spend money!

$btc
After 4 years, the BTC trend has shown a similar "double top structure" pattern as in 2021 (Figure 1). From the data, Bitfinex's whales have not increased their holdings due to the rise in coin prices (Figure 2). On the contrary, they are actively deleveraging, which is why recent altcoins have not followed BTC and ETH in rebounding; they are afraid of being "handed over" like in 2021. Currently, the world is in a state of insufficient liquidity (including U.S. Treasury bonds). If this continues, the situation does not look optimistic. For now, we can only hope for the Federal Reserve to cut interest rates in Q3 to release liquidity and save the financial markets.

$btc
The BTC whales on Bitfinex are deleveraging, while the ETH whales are down nearly half compared to 2023. From the data, it appears that BTC speculators are retreating, and although ETH speculators have intervened, the amount of funds is significantly lower than in 2023. If this situation continues to worsen, the upcoming market is unlikely to see significant gains!

$BTC
Yesterday, we expected a pullback near 107000, but this morning it was directly smashed down to a low of 102669, exceeding expectations; at the hourly level, there was increased volume this morning, with a pullback expected to 106000;
$ETH
Ethereum has once again entered the 2430—2700 central range, and it is highly likely to escape again today, looking for a pullback to 2660;
Altcoins:
Altcoins have returned to square one, taking 3 days to swallow the previous gains, with an amplitude exceeding 30%. In recent days, the declines have been significant, and there are expectations for pullbacks.

$BTC
Bitcoin fluctuated around 108,000 yesterday, in line with the expectation of a pullback; on the hourly level, there appeared three spikes reaching the top, in the short term, it should pull back to around 107,500, don't panic as this pullback is to prepare for a higher surge, be patient and wait;
$ETH
Yesterday it was mentioned that we are currently in the departure phase of the 2430—2700 range, and the daily line has officially broken through the Ma200 bull-bear dividing line. If today’s pullback does not enter the range, it will rush towards 3000 again;
Altcoins:
Recently, apart from DeFi, there has been no correlation effect with others; both AI and Meme have not shown outstanding performance, continue to hold and be patient.

#LINK
Recently, the DeFi trend has been quite hot. The two leaders, $uni and $comp, took the lead yesterday. In the short term, you can participate in Link, which is the leader of oracles; Link has a standard bullish pattern on the daily chart, and the Macd officially turned positive yesterday. A pullback to 14 can be an entry point.

$BTC
Yesterday's expectation was a pullback to 108,000 followed by a rebound, which was in line with expectations; today, the hourly level has started to decrease in volume, and after two consecutive breakthroughs, it has not risen to 110,000. It is highly likely that it will still pull back to 108,000;
$ETH
Ethereum has successfully broken through the central range of 2430—2700, and now we expect it to continue breaking through 3000 in the near future;
Altcoins:
The recent focus is on Defi, and Comp can be a short-term opportunity; switching to $Link and $Ena has a relatively high cost-performance ratio.

$BTC
Bitcoin did not pull back to 104,500 yesterday, but instead chose to directly rebound to 110,000. This is a short-term resistance level; today it is highly likely to fluctuate around 108,000 before continuing upward;
$ETH
Ethereum was expected to rebound to 2,530 yesterday, but was directly driven past the MA200 by Bitcoin.
🤔
As mentioned before, during a bull market, if the main force breaks through a resistance level more than three times in a row, it means that the resistance level no longer exists, so we continue to look for a breakthrough at 3,000;
Altcoins:
The previously recommended $UNI, $COMP, etc., have been performing well recently, all linked to Ethereum breaking through the MA200 daily line, so continue to hold; the market is currently only being driven by mainstream coins and has not shown its own trend, so we can only wait patiently.

$BTC
Bitcoin was trading sideways around 106000 over the weekend, in line with rebound expectations; the daily chart has reached a short-term resistance level at Ma30, with a pullback expected to 104500;
$ETH
Ethereum fluctuated around 2460 over the weekend, with a spot expectation of 3000 remaining unchanged; on the hourly level, there is an expectation for a rebound from 2470 to 2530;
Altcoins:
The overall market has slightly weakened, and altcoins have started to pull back without any sustainability; currently, hot money in the market is still at level 1, so the secondary market is on hold, waiting for mainstream coins to break out; previously recommended coins like Uni should continue to be held;
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