The weekend saw Bitcoin fluctuate upwards, with a situation of bloodsucking consolidation maintaining high levels. Most mainstream trends were weaker than BTC, and Bitcoin reached a level about $1,500 away from its previous high, feeling like it could break a new high at any moment, and indeed did so again this morning.
I don't know how the BTC, which has already hit a new high, will respond to the positive news that has already occurred after the US stock market opens tonight. I hope it's a big ETF performance buy, that is, don't dump BTC, the sentiment is still very good.
Whether the BTC is violently pulled up or gradually increases, as long as the BTC maintains strength and does not fall, it will be a good day for the crypto market as a whole, and opportunities in the Altcoin market will emerge during the BTC's strength.
However, the Altcoin season coming ≠ your coin's Altcoin season coming ≠ you can make a big profit ≠ you can run away after making a profit
Make a plan in advance: What to buy, spot or contract, how to divide the position, how to take profit when it goes up, when to cash out, if others' coins go up but yours don't, whether to hold or sell yours to chase theirs, and whether to leave some positions in case of emergencies.
Currently, as long as the BTC is still bloodsucking, the market is still considered healthy, and next we can focus on Ethereum catching up, leading the Altcoins to take off. Investors who have been in cash can look for opportunities to enter the market for a short-term trade, but in this market, short-term trading can also easily get yourself killed.
Another thing worth noting: Trump's crypto asset project has bought new assets again; mainly including top DeFi applications and RWA, buying ONDO, AAVE, and ENA tokens
Recently, the Trump family's DeFi project World Liberty Financial has continued to expand its investment portfolio. According to the latest information from the on-chain data monitoring platform Arkham, WLFI has completed multiple transactions recently, involving tokens such as ONDO, AAVE and ENA, with a total holding value exceeding $84.8 million.
In the early stage of a bull market, capital usually increases leverage through borrowing to enhance liquidity and TVL, and as the capital scale expands, sector rotation will naturally unfold.
How to select quality Altcoins next?
In the long run, with the implementation of new policies after Trump's inauguration and the appointment of a new SEC chairman, the market's upward trend can still be expected. Especially from January to February 2025, this period may usher in a new round of upward trend. If BTC continues to attract capital inflows and mainstream coins like Ethereum make efforts, Altcoins may also experience a surge similar to the beginning of this year.
Institutional investment strategy
Currently, institutional investors are dominating the market trends, especially the Trump family and some large institutions like BlackRock. They are very interested in DeFi and RWA projects. To follow these big institutions, you can choose some of the coins they are investing in, such as: AAVE, ONDO, ENA, which are currently performing well. This is also a weathervane and has certain reference value, but retail investors are still not suitable to follow the institutions 100% in their operations, as the capital size is not the same.
Meme coins and AI-related coins
In addition to mainstream coins, meme coins are also a hot spot in the market. Musk's DOGE and FLOKI are worth watching, especially the potential of DOGE still exists. If you think the space for DOGE is not large, you can consider diversifying a small position into meme coins like PNUT and NEIRO.
In addition, AI-related meme coins may become the fastest growing sector in the next wave, and are worth close attention.
