In the past two days, Bitcoin has continuously broken new highs, and Ethereum has also continued to rise. The overall crypto market has been steadily rising. Ethereum and Ripple have been relatively strong, while other mainstream and large copycats have generally been drained of blood. But the capital in the United States has been buying, buying, and buying, adding positions at high levels, and they are optimistic about the future market. --Cherish the opportunity of Ethereum ETH below 3800. In the short term, there is certain support at 3820 and 3750. --Btc ETF had a net inflow of US$490 million yesterday, and Ethereum ETF had a net inflow of US$140 million. --Founder of DeFiance Capital: 2025 may usher in a DeFi revival, pay attention to this sector, AVAX, Link, UNi, AAVE
Looking back at the market trend from October 2004 to March 2005, the main theme of this market trend was the rush of big stocks.
Will there be a copycat season? When will the copycat season come?
At present, it is only the big cake that is sucking blood. The bull market of the cottage season has not yet started. Sooner or later, it will be the turn of the second place to lead the cottage to take off.
The logic behind the rise of altcoins is this: when external funds enter the crypto market, such as investors who have never been exposed to it, traditional financial institutions, Web 2 companies, national pension funds, etc., the first choice must be Bitcoin, and only then will some funds flow into the altcoin sector with a lower market value.
Now, in addition to the continued growth of the recently popular AI Agent track, other sectors including Meme, DeFi, RWA, and L1/2 have also shown strong upward momentum in coin prices. The overall altcoin market seems to have a bright future.
We need to focus on strategy and not prediction:
When the overall trend has not changed and the callback amplitude of the bullish currency is sufficient, it is time for us to take action. Execution is difficult, but what is often more difficult is patience.
With the rise of the great leader, Bitcoin has been recognized by the world. Next year will be the first year of Crypto in the true sense.
What will happen next year - compliance concept + Trump's new policy + legal victory + market sentiment + expansion of technology applications + intervention of big funds;
Don’t panic brothers, hold on to your value coins, be brave to look for value coins every time the market drops, and hold them tightly in your hands and don’t be shaken off the train!
Remember that every decline now is for a better rise in the future. Choosing the right target is more important than anything else!
Next, you must have a narrative to choose a copycat logo:
After Bitcoin broke through 100,000, the investment strategy should focus on "American currency". The closer the project is to the United States, the greater the increase will be due to the change of US policies. Especially those currencies that have been affected by negative US policies, such as XRP and BNB. This wave of increase is driven by the change of US policy environment. The deep involvement of the Trump family and the top US VC Polychain shows the strong influence of local projects. Polychain's recent investment projects such as LINK, AAVE, ENA and ONDO represent possible investment opportunities in the future.
The second is another narrative. The most promising currency to be the next to pass the ETF is actually Sol. We have talked about it before and it has a high probability. Therefore, Sol and its well-known ecological projects such as JTO, JUP, PYTH and WIF are targets worth ambush.
Especially wif. For wif, it is both a meme section and a sol section. So when this copycat meme recovers, it can rise, and when sol recovers, it can also rise.
➜$STX
Stacks is the leading Bitcoin L2, unlocking BTC capital with new use cases, leveraging Bitcoin security with 100% Bitcoin finality, and benefiting from fast transactions. Activate the Bitcoin economy with Stacks.
Multiple DeFi protocols will support sBTC, allowing users to earn an additional 5% above the target by simply holding sBTC
Fast blocks bring a Solana-like experience to transactions and Bitcoin DeFi interactions, greatly improving the overall user experience of interacting with Stacks L2. The Stacks DeFi ecosystem has grown a lot this year, and now applying DeFi strategies takes only seconds, facilitating onboarding and retention.
➜$AAVE
The Aave DAO has approved a joint incentive campaign to promote adoption of PYUSD on Aave and increase liquidity for PYUSD/GHO. This will be achieved through a newly created Balancer pool on Ethereum. The initiative aims to increase the amount of PYUSD deposited into the Aave protocol, with the goal of achieving 75 million units of total deposits.
AAVE or Uni, these projects are in rigid demand and are truly high-quality assets. Trump’s family project WLFI also holds AAVE. In addition, they have also increased their holdings of Ethereum and ENA recently.
However, 80% of the ENA coin’s stock has not been unlocked, while 95% of AAVE’s coins have been unlocked and there is no selling pressure, so the difference is obvious.
➜$OK
Ondo Finance combines the best of traditional finance and blockchain technology to change the way we think about investing. It takes stable, income-generating assets from the real world and turns them into tokens on the blockchain. This means more people can access quality financial products that were once out of reach. Ondo's setup includes an asset management team that creates these tokenized products and a technical team that builds decentralized finance (DeFi) protocols to make their products more functional and able to grow.
USDY is one of their standout products that combines the ease of use of a stablecoin with the yields backed by U.S. Treasuries and bank deposits. This provides non-U.S. investors with access to a regulated and transparent financial product. As the market gravitates toward stablecoins and real-world asset backing, Ondo’s approach could make it a notable player compared to other tokens.
