Original｜Odaily Planet Daily (@OdailyChina)
ETH surged nearly 12% in a single day, and the "E Guardians" are once again feeling proud!
Meanwhile, many people view ETH's rise as a precursor to the "altcoin season." Today, years after ETH shed its "altcoin" label, the market's focus has shifted to which altcoins might continue the upward trend. In light of this, Odaily Planet Daily will explore potential candidates in this article. It is important to note that this article is merely a personal opinion and does not constitute investment advice; it is for readers' reference only.
ETH Ecosystem Infrastructure Tokens: LINK, UNI, MKR, 1INCH, CRV
As tokens corresponding to infrastructure projects within the Ethereum ecosystem, LINK, UNI, MKR, 1INCH, and CRV are favored investment targets among crypto OGs, crypto whales, and veteran traders.
Previously, we detailed a series of value tokens in our article “On-chain Smart Money Tracking: Collection of 10 Major Value Token Accumulation Addresses” last June, where LINK and UNI can be considered the "greatest common divisor."
Additionally, the projects behind MKR, 1INCH, and CRV are regarded as the backbone of the DeFi sector within the Ethereum ecosystem. Therefore, despite these three tokens having recently experienced a surge, I believe they still have some potential for further increases.
The price list (as of July 17) is as follows—
LINK: $16.92;
UNI: $8.95;
MKR: $1900;
1INCH: $0.32;
CRV: $1.02.
ETH Ecosystem Meme Coins: MOODENG, DOGE, PEPE
As one of the most active ecosystems for meme coins, although the "meme coin craze" in the Ethereum ecosystem has been overshadowed by the Solana ecosystem and even the BSC ecosystem, with the rise in ETH prices, Ethereum's meme coins are still expected to experience a price increase driven by liquidity overflow. Among these, the long-standing meme coin DOGE remains the undisputed "dominant player"; MOODENG is one of the few "Vitalik concept tokens," while PEPE is a symbolic meme coin akin to a cultural icon.
Of course, compared to their price peaks, established meme coin projects typically find it difficult to return to previous highs, especially those that have reached a certain market capitalization. Therefore, for these types of tokens, it is common to set certain profit-taking standards, such as a 15%, 20%, or 30% increase, and I usually open small positions to take a chance.
The price list (as of July 17) is as follows—
MOODENG: $0.2;
DOGE: $0.21;
PEPE: $0.000013.
ETH Transmission Sector Tokens: AERO, BRETT, TOSHI
Apart from tokens directly associated with ETH, the Base ecosystem is also one of the markets influenced by the Ethereum ecosystem. Among these, the DeFi sector's leading token is undoubtedly AERO; BRETT is the leading token in the Base ecosystem's meme coin sector; TOSHI is a meme coin project closely linked to the Base ecosystem and its official team.
The price list (as of July 17) is as follows—
AERO: $0.91;
BRETT: $0.062;
TOSHI: $0.0007.
Other Tokens to Watch: WLD, ENS
As the first tokens to capitalize on the AI concept in this cycle, WLD can be described as "waking up early but arriving late." After its price broke above $11, due to its market narrative, the team's erratic token unlocking operations, and frequent selling pressure, the market gradually lost patience, and the price has fallen to around $1. However, as a crypto project backed by OpenAI founder Sam Altman, it still holds potential to become the next "DID project of the AI era," so I personally believe it can be added to the watchlist.
ENS, on the other hand, is a "favorite" of Ethereum founder Vitalik, who has always regarded it as "the only remaining fruit of the Ethereum ecosystem beyond financial speculation." Although he has rarely endorsed this token recently, as a "representative project of ETH," it is still viewed by the market as a high-potential target, so it will also be added to the watchlist.
The price list (as of July 17) is as follows—
WLD: $1.11;
ENS: $26.99;
Summary: After ETH's Rise, the Market Enters a Psychological Game
As ETH's price rebounds above $3400, the crypto market's expectations for the altcoin season have once again risen. Consequently, different market groups, crypto natives, traditional finance individuals, and the global economic market have all entered a new round of psychological games: on one hand, people hope to buy relatively stable and rising mainstream tokens, such as ETH and other public chain tokens, as well as established tokens in the DeFi sector, while also speculating on which potential targets others might buy in anticipation of a rise; on the other hand, the U.S. SEC's review and approval decisions regarding different altcoin ETFs will also have a significant impact on the crypto market in the second half of the year.
In other words, what people are focusing on now is not just "tokens they believe will rise," but also "tokens they think others believe will rise." Besides relatively stable tokens, meme coins and AI sector concept tokens remain key areas of interest.
Finally, the Coinbase 50 Index and Grayscale's Quarterly Selected Tokens may also serve as good reference targets; interested readers can click the links to check them out.
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