Author: Haotian

Everyone is shouting that the bull market is coming, but can we recognize that the methodology for finding market Alpha and Beta has completely changed this time? 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 has become 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";

To Wall Street's Innovation Track Rising: 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 Wave of Revival: The breakthrough in ETH prices will reignite the innovative narrative of the Ethereum ecosystem, replacing the past Rollup-Centric strategy with a new ZK-Centric approach as 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 ratio, native APY yield, depth of institutional collaboration, etc.;

The Last Twilight of Altcoins: The widespread existence of altcoin seasons faces the fundamental problem of insufficient capital momentum, while some altcoins may experience "dead cat bounce" trends. Characteristics of such targets include: chip concentration, community activity, and the ability to leverage 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, have become the new favorites for capital, poised to capture a significant 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 overall strength of public chains.

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