This episode of "Trading Star Tuesday" is co-hosted by Techub News, Wind, and Uweb Chain Intelligence, with Techub News host Jessica, Chinese Web3.0 professional host Qie Ge, along with cryptocurrency lounge host Tao Ge, RITD Lab co-founder A Shen, and ETHS OG Kexin participating in an in-depth dialogue around recent hot topics in the crypto market. From market analysis of BTC and ETH to the development trends of altcoins, and new stories about RWA and stablecoins, this episode brings listeners a feast of professional insights and practical advice.
Building Industry Bridges, Empowering the Crypto Ecosystem
Host Jessica mentioned in the opening that "Trading Star Tuesday" is a high-end dialogue program under Techub News, gathering top exchange founders, compliance experts, policy researchers, and investors every Tuesday. The program focuses on trading technology innovation, compliance framework construction, and financing strategy optimization, aiming to enhance the transparency and standardization of the industry, building a value bridge between regulatory agencies and investors, and promoting the sustainable development of the cryptocurrency ecosystem. She also shared the latest updates from Techub News: as the official media partner of the Bitcoin Asia Summit, the new version of the APP has launched community features covering stablecoins, Meme Coins, AI, and more, gathering industry leaders and real-time hot news. The download link has been posted in the comments section, inviting listeners to experience it.
Subsequently, the three guests introduced themselves in turn. Tao Ge reviewed his journey from mining in China to creating an online and offline industry dialogue platform in Hong Kong, where he has been dedicated to connecting industry leaders. A Shen shared his growth from a "small retail investor" in 2017 to focusing on secondary market trading and on-chain data analysis, providing BTC and ETH trading support for traditional family office clients. Kexin recounted her entry into the crypto space at the end of 2019, experiencing a complete bull and bear cycle, and currently focusing on ETHS community building, hoping to share trading experiences with the audience.
Tao Ge: Ethereum Boom and Correction Risks
Tao Ge focused on the recent market trends, pointing out that Ethereum (ETH) has become a market hotspot, but its earlier performance was poor. Those who exchanged at high BTC/ETH rates faced a price correction down to $1450. Recently, Ethereum rebounded sharply, benefiting from recommendations by industry leaders and its correlation with B shares, with large companies continuously buying, pushing the price up to $3700 - $3800. However, he warned that the market's rapid rise could lead to risks, advising leveraged traders to pay attention to position management and take profits in a timely manner to avoid correction risks, showcasing a rational analytical perspective.
A Shen: On-Chain Data Reveals BTC and ETH Trends
A Shen combined on-chain data and technical analysis to interpret the trends of BTC and ETH. BTC began to rebound on April 2, with long-term holders continuously buying, showing a healthy 45-degree angle of accumulation. On April 21, it broke through the 85,000 - 87,000 range with strong buying momentum, but recently reduced holdings by 140,000 BTC, indicating that the pace of increase may slow down. The ETH/BTC exchange rate is close to the MA60 resistance level (0.034), and a "Evening Star" stagnation signal appeared on the daily chart, requiring caution in the short term. A Shen also pointed out that Powell might step down, which could lead to significant interest rate cuts, stimulating the market. He observed that altcoins like Uni, CRV, and AVAX have shown signs of catching up, but advised investors to remain rational and vigilant against the risks of an overheated market.
Kexin: Ethereum's Potential and Holding Strategy
Kexin shared her investment style of "holding coins for appreciation," recalling her experience entering the crypto space at the end of 2019, from investing in Dogecoin to buying ETH at the low point after the 312 crash, witnessing ETH rise from $87 to $4800 in the last bull market. In this bull market, ETH has been affected by L2 siphoning and liquidity distribution, failing to break through previous highs, but the approval of ETFs and Gensler's stablecoin bill has brought capital inflows to ETH. She predicts ETH could challenge $10,000, suggesting that corrections should be seen as buying opportunities, and is optimistic about excess funds activating NFT and other ecological assets.
Qie Ge: The Beginning of Altcoin Season, Focus on Quality Small-Cap Projects
Qie Ge summarized the market from July 10 to 22, noting that BTC reached a new high of 0.123M, with ETH continuing to catch up. The three-year G index fell from 55 to 42, sparking discussions about the "altcoin season." She believes we are currently in the early stages of altcoin season, but unlike the seller's market of 2021, there are many coins this time, and market makers' interest has decreased, with only small-cap projects with RWA or stablecoin ecological advantages performing actively. She suggested focusing on projects that have been developed for over a year and have good liquidity, emphasizing the importance of new entrants for the market's sustainable development.
A Shen: Differentiation of Altcoins and Core Asset Selection
Regarding the altcoin season, A Shen analyzed that BTC's market cap share (58%) has reached the MA60 support level, which may rebound in the short term, while ETH and altcoins may experience pullbacks. He predicts that if BTC rises to $160,000 - $170,000, the market cap share will break through 70%, triggering a catch-up in altcoins. However, liquidity is currently limited, and ETF funds will prioritize inflows into BTC and ETH, advising investors to focus on the Ethereum ecosystem (Uni, AVAX, CRV, ENA) and U.S. public chains (like SOL), while being cautious of the risk of large-scale reshuffling among altcoins.
Tao Ge: Institutional Leadership and Rational Investment
Tao Ge believes this bull market is led by institutions, with funds concentrated in BTC, ETH, and SOL, while the appeal of altcoins is limited. He shared that traditional financial executives in Hong Kong have only recently entered the market, indicating that under policy promotion, funds are accelerating inflows but still prefer large-cap coins. He reflected that blindly chasing hot trends can lead to failure, quoting the idea that "good investments are simple and boring," and advised against participating in the short-term hype of altcoins, focusing instead on a stable investment strategy.
Qie Ge: Differentiation in Altcoin Season and Micro-Strategy Effects
Qie Ge further analyzed that the widespread rise of altcoins in 2021 was due to project scarcity, while this time there are too many coins, with locked positions and unlocking risks leading to market differentiation. Only small-cap projects related to RWA and stablecoins are performing actively, while large-cap coins like SOL and BNB are rising due to ecological prosperity. She mentioned the "micro-strategy effect," where a company financing $500 million allocates 70% to Dogecoin, bringing positive effects. Qie Ge emphasized that retail and new investors' sentiments drive the altcoin season, suggesting a focus on quality small-cap projects.
Tao Ge: The Boom of Stablecoins and RWA
Tao Ge focused on stablecoins and RWA, pointing out that Hong Kong's stablecoin bill will be implemented on August 1, and the U.S. bill's passage has improved compliance, with USDC's stock price already rising several times. Stablecoins are the first gateway for newcomers to enter the market, and institutional issuance of stablecoins will drive ecological development. RWA entering and exiting on-chain assets through stablecoins, combined with the tokenization of U.S. stocks (such as on-chain trading, DeFi staking), blurs the lines between Web2 and Web3, injecting vitality into the market.
Kexin: Unstoppable Rollup and ETHS Potential
Kexin is optimistic about the Ethereum ecosystem, emphasizing that RWA and stablecoins need decentralized support. She introduced the Unstoppable Rollup, invested by the Ethereum Foundation, where the Fast protocol ensures that it cannot be shut down through mainnet ordering. ETHS has received official endorsement based on this protocol, recently rising 3 - 4 times, validating the potential of this track. She suggested focusing on quality assets in the Ethereum ecosystem, believing they are likely to become the next core narrative.
A Shen: Financialization of Web3 and Growth of Stablecoins
A Shen focuses on the Ethereum ecosystem (Uni, AVAX) as well as the RWA and stablecoin sectors, noting that traditional giants like Kraken and Futu are beginning to layout tokenized assets, with Web3 resembling a transformation of financial paradigms. The market cap of stablecoins has reached $250 billion, with an increase of $2 billion in a single week, and after the bill's passage, it could double to $400 billion, potentially exceeding $500 billion by the end of next year, which will support BTC reaching $250,000 - $260,000. He predicts that after interest rate cuts and a short squeeze adjustment, the market will continue to rise.
Host Summary: Outlook on the Bull Market and Industry Integration
Qie Ge summarized that in the early stages of the altcoin season, attention should be paid to quality small-cap projects, noting that the overlap between the U.S. stock market and the crypto market is relatively high (60% - 70%), with institutions having significant influence in derivatives pricing. Jessica encouraged everyone to continue following the program, welcoming veteran players and fans to participate, and promoted the community features of the Techub News APP. She bid farewell to the audience with "July's Farewell," wishing everyone successful trading. This episode provided comprehensive insights from multiple perspectives, from market analysis to emerging narratives, showcasing the professional value of "Trading Star Tuesday." Looking forward to seeing you next week!
If you want to get more similar professional analyses of the crypto market and industry dynamics, feel free to follow Techub News for first-hand information and in-depth interpretations.
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