Over the weekend, Bitcoin primarily fluctuated upwards, showing a blood-sucking consolidation at high levels. Most mainstream trends are weaker than BTC, which is about $1500 away from its previous high, feeling like it could break new highs any minute. Indeed, this morning it broke the historical high again.

I wonder how BTC, which has already reached new highs, will respond to the positive news after the US stock market opens tonight. I hope the ETF performs well and buys in, meaning please do not dump BTC, as the sentiment remains positive.

Regardless of whether Bitcoin is experiencing a violent surge or a gradual rise, as long as Bitcoin remains strong and does not decline, it signifies good days for the overall crypto market. Opportunities in the altcoin market will emerge during Bitcoin's strong phase.

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However, the arrival of altcoin season does not equal that your coin's altcoin season has arrived, nor does it guarantee that you can make huge profits or be able to exit successfully.

Plan ahead: which coins to buy, spot or futures, how to stagger positions, how to take profits when it rises, when to withdraw, if others rise and yours doesn’t, will you hold on or sell yours to chase others, etc., and whether to keep some positions to guard against unexpected situations.

Currently, as long as Bitcoin is still attracting liquidity, the market remains relatively healthy. Next, one can pay attention to Ethereum's rebound to lead altcoins to take off. Those who have been in cash can choose the right time to enter and make a swing trade, but in this kind of market, swing trading can also easily lead to losses.

Another thing worth noting: Trump's crypto asset project has purchased new assets, mainly including leading DeFi applications and RWA, acquiring ONDO, AAVE, ENA tokens.

Recently, Trump family DeFi project World Liberty Financial has been continuously expanding its investment footprint. According to the latest information from the on-chain data monitoring platform Arkham, WLFI has recently completed multiple transactions involving ONDO, AAVE, ENA, and other tokens, with total holdings worth over $84.8 million.

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In the early stages of a bull market, funds typically increase leverage through borrowing, enhancing liquidity and TVL. As the scale of funds expands, sector rotation naturally unfolds.

How should we select high-quality altcoins next?

In the long term, with the new policies coming out after Trump's inauguration and the new SEC chairman taking office, the upward trend of the market can still be expected. Especially from January to February 2025, this period may welcome a new wave of increases. If Bitcoin continues to attract capital inflows, and mainstream coins like Ethereum gain momentum, altcoins may also see explosive growth similar to earlier this year.


Institutional investment strategy

Currently, institutional investors dominate market trends, especially the Trump family and large institutions like BlackRock, which are very interested in DeFi and RWA projects. Following these large institutions, one can choose coins they are investing in, such as: AAVE, ONDO, ENA, all of which are performing well at present. This is actually a barometer and has certain reference significance, but retail investors should not blindly follow institutional steps 100% as their capital is not on the same scale.

Meme coins and AI-related coins

Of course, besides mainstream coins, meme coins are also a hot spot in the market. DOGE and FLOKI, under Musk's banner, are worth paying attention to, especially since DOGE still has potential. If you think DOGE has limited potential, consider diversifying into smaller positions in meme coins like PNUT and NEIRO.

Additionally, AI-related meme coins may become the fastest-growing sector in the next wave, worth close attention.


Yesterday's article mentioned that it's almost time for the RWA sector, and today the RWA sector experienced a broad positive surge. I believe brothers who positioned early a few days ago are already thrilled.

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RWA track has become a new favorite, with Wall Street giants laying out plans.

Besides Trump's crypto asset project, the RWA track has also become a focal point of recent market attention. Wall Street giants like BlackRock, Grayscale, and Franklin Templeton have increasingly added asset allocations to the RWA track, which undoubtedly injects strong momentum into its development.

The RWA sector deserves special attention; this can attract external capital, plain and simple. Where the money flows, there is value.

The spotlight is on the RWA track; what other quality tokens are worth tracking?


➜ $AGRI

Not long ago, I didn't buy at 0.12, and then it surged to 0.17 in a few days. Now it has pulled back to around 0.13, supported by the Sol Foundation, with Goldman Sachs in the angel round, SOL RWA council member, and USDC's parent company is about to invest.

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➜$ONDO


A tokenized leader supported by BlackRock, with a core narrative of integrating traditional finance into on-chain finance. This means ONDO has the ability to funnel traditional liquidity and is expected to invest traditional finance using cryptocurrency as collateral.

Ondo is building the next generation of financial infrastructure to enhance market efficiency, transparency, and accessibility.

A market maker on Wall Street, the same as Sol Tia, backed by BlackRock.

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➜ $AAVE


Leading lending platform AAVE


Aave is an Ethereum-based money market that supports user lending across various digital assets from stablecoins to altcoins, with the Aave protocol governed by AAVE holders.

The Trump family office World Liberty has added AAVE, Ethereum (ETH), and Chainlink (LINK) to its portfolio, further stimulating market interest and confidence.

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➜$ENA

With the development of the Ethena ecosystem, including the introduction of new projects and applications as well as entry of traditional industry funds, the utility and demand for ENA may further increase, leading to faster integration with traditional finance.

For example, two important events announced recently:

A stablecoin in collaboration with BlackRock has announced participation in the MakerDAO competition.

One is deep cooperation with the largest on-chain options platform derivexyz to build options and structured products on USDe, uniquely leveraging Ethena's liquidity and USDe's composability to realize new financial primitives.

ENA has the potential to become the biggest dark horse of this market cycle.

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