Author: Haotian
Everyone is shouting that the bull market is coming, but do you know that the methodology for finding market Alpha and Beta in this wave is completely different? Here are a few observations:
1. OnChain + OffChain TradiFi as the Main Narrative
Stablecoin Infrastructure: Stablecoins have become the "blood" connecting traditional finance and DeFi infrastructure, locking in cross-chain flows of stablecoins, APY yield differences, and new innovative expansions;
BTC/ETH Micro-Strategy "Coin-Stock" Effect: It is becoming a trend for listed companies to include crypto assets on their balance sheets, making it crucial to find high-quality targets with the potential to be "quasi-reserve assets";
Emergence of Innovation Tracks to Wall Street: DeFi protocols designed specifically for institutions, compliant yield products, and on-chain asset management tools will attract massive funding. The original "Code is Law" has transformed into the new "Compliance is King";
2. Acceleration of Pure Native Crypto Narratives to Distill Truth from Falsehood
Ethereum Ecosystem Welcomes a Revival Wave: The price of $ETH breaking through will reignite the innovative narrative of the Ethereum ecosystem, replacing the past Rollup-Centric grand strategy, with a new ZK-Centric approach becoming the main theme;
High-Performance Layer 1 Strength Competition: It is no longer a TPS competition, but rather about who can attract real economic activity, with core indicators including: stablecoin TVL proportion, native APY yield rate, depth of institutional cooperation, etc.;
The Last Twilight of Altcoins: The widespread existence of a major altcoin season faces the fundamental problem of insufficient capital momentum, while some altcoins may experience "dead cat bounce" trends, characterized by: chip concentration, community activity, and the ability to latch onto new concepts like AI/RWA;
3. MEME Coins Upgrade from Speculative Tools to Market Standards
Capital Efficiency: Traditional altcoins have inflated market values and exhausted liquidity, while MEME coins, with their fair launches and high turnover rates, are becoming the new favorites for capital, seizing a large share of the dying altcoin market;
Attention Economy Dominance: KOL influence, community culture building, and hot FOMO models remain core competitive advantages, with liquidity distribution still following the attention principle;
New Indicators of Public Chain Strength: The activity level of the MEME coin market will be an important standard for measuring the comprehensive strength of public chains.
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