BTC fell back in the short term after hitting a new high, approaching the 110,000 integer mark, driving the overall market correction; the popular new coin $PENGU continued to fall after opening. Capital in the United States has been buying, adding positions at high levels, and is optimistic about the future market.
--Founder of DeFiance Capital: 2025 may usher in a DeFi revival, pay attention to this sector, AVAX, Link, UNi, AAVEAfter Bitcoin breaks through 10w, 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 in US policies. Especially those currencies that have been affected by negative US policies, such as XRP and BNB. This wave of growth is driven by the change in the 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.
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.
Judging from the current performance, the altcoin sector is still dominated by rotation. It may be dominated by rotation before the market sentiment explodes (the corresponding strategy of this sentence is: if you are good, you can step on the rhythm to change positions. If not, just hold on to the altcoin you think is awesome and wait patiently. If it rises, you are awesome. If it doesn’t rise, you have to admit it.) Calm down, still very calm! Waiting for the fury ING!
We need to focus on strategy and not prediction:
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;
What we need to do is to hold on to the value coins. We must bravely look for value coins every time the market falls, and then hold them firmly in our hands and don’t be shaken off. Remember that every decline now is for a better rise in the future. Choosing the right target is more important than anything else!
Institutional investment strategy
At present, institutional investors dominate the market trend, especially the Trump family and some large institutions such as BlackRock, who are very interested in DeFi and RWA projects. To follow these large institutions, you can choose some of the currencies they are investing in, such as: AAVE, ONDO, ENA, which are all projects that are currently performing well. In fact, this is also a weather vane and has a certain reference significance, but retail investors are still not suitable to follow the steps of institutions 100% to operate, as the funds are not of the same size.
Meme Coin and AI-related Coins
Of course, in addition to mainstream coins, meme coins are also a hot spot in the market. Musk's DOGE and FLOKI are both worth paying attention to, especially DOGE, which still has potential. If you think DOGE has little room for growth, you can consider diversifying your investment into meme coins such as PNUT and NEIRO.
In addition, AI-related meme coins may become the next fastest growing sector and deserve close attention.
➜$VELO
Velo is a blockchain-based global settlement network that provides fast, secure and low-cost cross-border payments for individuals and businesses. DWF Labs made a strategic investment of $10 million in it last year.
In September this year, Velo announced that it had integrated BlackRock’s tokenized BUIDL fund into its USDV stablecoin, providing seamless trading and yield opportunities for more than 1 million users in Southeast Asia.
VELO surged 50% last week to break through $0.03, and has now fallen back to around $0.029. It has risen by more than 84% in the past month, with a market value of nearly $200 million, and FDV is nearly $800 million.
➜$THIS
On November 29, stablecoin issuer Ethena and tokenization platform Securitize announced that they will work together to launch the stablecoin USDtb to participate in Sky (formerly MakerDAO) lending platform Spark’s $1 billion tokenization competition.
The reserves of USDtb stablecoin will be invested in BlackRock's USD Institutional Digital Liquidity Fund (BUIDL), and USDtb will be the only stablecoin backed by BUIDL.
Influenced by this news, ENA continued to rise from around $0.7. Last week, it reached a high of $1.14 and has now fallen back to $1.1. It has risen by nearly 80% in the past month, with a market value of over $3.2 billion and a FDV of over $16.5 billion.
Ethena is also a project in which Franklin Templeton participated in the investment.
➜$LINK
LINK is the only oracle that dominates the blockchain industry. Its significance to blockchain is equivalent to that of the Internet to computers. Oracles can enrich the application scenarios of blockchain, and there is a lot of room for imagination in the future.
In the third quarter of 2024 alone, its infrastructure increased stablecoin market capitalization by $5.3 billion and drove a 26.2% quarterly increase in tokenized U.S. Treasuries.
It’s not just about infrastructure, it’s about possibilities.
Imagine an Ethereum $3,414 ETF backed by Chainlink’s PoR, allowing investors to view real-time reserve verification.
Or imagine a lending market where tokenized real-world assets are seamlessly integrated, creating new revenue streams for DeFi platforms.
