This week it feels like the crypto world has entered the second stage of this bull market: Altcoin Frenzy!
The theme of the first stage was BTC and Memes, and 80% of people in the circle are not making money because very few new investors entering during the last bull market held BTC. Memes mainly benefited the project parties and KOLs with community CX abilities.
The expectation for the second stage is: the combination of Trump + Musk, with several landmark events that need special attention:
First, Trump taking office on January 20;
Second, Trump firing Fed Chair Powell;
Third, Musk's Doge department being established and starting work;
Fourth, the implementation of various policies regarding crypto by Trump, such as establishing a BTC reserve mechanism;
Apart from BTC, what coins can be held long-term? Currently, it seems that Musk's Doge is a candidate, along with Coinbase (stock), which has always supported Trump.
So what sectors can be invested in? From the recent surge of XRP, it can be seen that it still needs to be close to practical applications, so I am most optimistic about these three sectors: RWA, Memes, and AI!