Web3 venture accelerator AllianceDAO co-founders Imron Khan and Qiao Wang said in the latest Podcast that the market is still in the mid-bull market and has 6 to 18 months of growth potential. They pointed out that the current market correction is mainly due to high valuations in the US stock market and the uncertainty of Trump's tariff policies, which have led to a weakening of market sentiment.

Regarding crypto-currencies, they said that Bitcoin is still the most attractive investment target due to its stable fundamentals. Ethereum and Solana currently lack a clear growth narrative and are worth observing. The integration of AI, robotics and blockchain is still in the early stages, but is worth paying attention to.

The market has 6 to 18 months of bull market after the correction

The two previously predicted in January that the market had reached its peak and advised investors to reduce their positions and take profits. But now they believe the market is still in the mid-bull market and has 6 to 18 months of growth potential. They believe this market correction is due to:

• High valuations in the US stock market, leading to a market correction.
• Increased uncertainty over Trump's tariff policies, leading to a weakening of market sentiment.

However, economic data shows that the US economy remains stable, indicating that Bitcoin's role as a macro asset remains strong and it may rise again in the future.

Crypto people are pessimistic, institutions are optimistic and accelerating entry

The two pointed out that many crypto traders and well-known analyst Ki Young Ju believe the market has entered a bear market and predict that prices may continue to consolidate or decline over the next 6 to 12 months. Their arguments include:

1. Reduced Bitcoin liquidity: New whales are starting to sell, and the market lacks new capital inflows.
2. Impact of Bitcoin ETFs on on-chain data reliability: The reference value of on-chain indicators has declined significantly.
3. Increased market uncertainty due to Trump's tariff policies: May affect the macro economy and Bitcoin demand.

However, traditional financial institutions are quite optimistic about the market:

• US banks relaxing investment restrictions on Bitcoin ETFs: Institutional capital continues to flow in.
• Stablecoin market cap has increased by $50 billion: Indicating that market capital has not decreased.
• The market cap of real-world asset tokenization (RWA) has grown by 50%: Institutional capital is accelerating its entry into the on-chain ecosystem.

Can you still buy ETH and SOL, the current market lacks a strong narrative

The two said that the current market lacks a clear narrative to drive specific cryptocurrencies, but there are a few key points worth noting:

1. Ethereum (ETH): Currently oversold, the fundamentals are not very healthy, and the buying momentum is lacking.
2. Solana (SOL): Affected by the FTX bankruptcy liquidation, a large amount of unlocking selling pressure, and greater price pressure in the short term.
3. DeFi: Attracting market attention, but trading volume has not increased significantly.

Overall, Bitcoin is still the most attractive investment target in the current market, especially after this correction, the price has returned to a more reasonable range.

AI startups are booming, the direction of blockchain integration

In recent months, the AI industry has risen rapidly, and many startups have begun to focus on the integration of AI and blockchain. The main development directions are currently:

1. AI agents and on-chain data: Using AI to help users automate trading and find on-chain opportunities.
2. Decentralized AI training data: Using blockchain incentive mechanisms to collect and verify data, improving the quality of AI training.

These applications are still in the early stages, and more innovative applications will emerge in the future.

The robot revolution is here, and the competition between Tesla and BYD is intensifying

The global robot market is accelerating, and the competition between Tesla's humanoid robot Optimus and innovative companies like China's BYD is intensifying. For example:

• BYD: Announced the launch of electric vehicles that can be fully charged in 5 minutes, significantly improving charging efficiency.
• China's AI robot startup Engine AI: Showcased a humanoid robot with physical capabilities close to humans.
• Tesla: Breakthrough in Full Self-Driving (FSD) technology, which may lead to the application of AI in more areas in the future.

In the next few years, the integration of robots and AI technology is expected to transform the labor market, affecting areas from manufacturing to household services.

Institutional investment continues to flow in, laying the foundation for a bullish trend

In conclusion, after the market correction, Bitcoin may still have 6 to 18 months of upside potential. Although the short-term market sentiment is gloomy, institutional investors are still actively entering the market, which may lay the foundation for future bullish trends. Here are the two's investment views:

• Bitcoin remains the most attractive investment target due to its more stable fundamentals.
• The market trends of ETH and SOL need to be observed, and there is no clear growth narrative for now.
• The integration of AI, robots, and blockchain is still in the early stage, but it is worth long-term attention.

(Crypto Currencies Become Concept Hype? AllianceDAO: AI Crypto is a Breakthrough for Innovation, Institutional Capital Inflow is the Beginning of a Bull Market)