
币圈老鱼🚀🚀|Oct 06, 2025 08:05
Write an investment analysis about Aptos APT, have a happy Mid Autumn Festival, everyone.
Aptos is a genuine American domestic public chain. Newcomers may not be familiar with it, but veteran players should remember that APT's pull is unwavering, with nearly 7 times the pull in 23 years and 1 month.
Lao Yu's investment research article won't talk about the high TPS of Aptos, the strength of Move language, and other vulgar content. I will start by analyzing his background, resources, and currency price.
one ⃣ RWA narrative and political background
RWA is a trillion dollar market dominated by the United States, with stablecoins and public chains being the first wave of revenue generating projects. Since Aptos began strategically shifting towards RWA at the end of last year, Old Fish has been closely monitoring this old chain. Compared to other public chains that claim to be on the RWA track, Aptos' most crucial advantage is its domestic public chain in the United States! Native American public chain! American domestic public chain!!
The 'American homeland' is crucial. From this year's trend, project parties in the United States are not only forming alliances, but also getting closer and closer to the US government, and even becoming promoters of RWA's grand narrative. Aptos CEO @ Aver-Ching has officially joined the Digital Asset Markets Group under the Global Market Advisory Committee of the Commodity Futures Trading Commission (CFTC) in the United States. This marks Aptos entering the core circle of the US regulatory system, a level that non US domestic public chains cannot reach.
On October 1, Aptos also announced its cooperation with the Trump family's USD 1. This is also what Lao Yu said about domestic projects in the United States coming together, with 100% pure American heritage.
two ⃣ Regarding APT ETF.
On October 4th, Bitwise officially submitted an S-1 registration statement to the SEC, applying to launch the Aptos ETF. This is the first formal APT ETF application.
On October 1st, it was announced to cooperate with USD1, and on October 4th, it was announced to apply for an ETF, which inevitably reminds us that Aptos is brewing a big wave.
three ⃣ Regarding APT's coin price and market performance.
Lao Yu's analytical style, no matter how impressive a project sounds, ultimately we need to return to the K-line/market to analyze in detail, see how strong the market makers are, whether the entry cost performance is enough, and how much space there is.
APT was launched in October 2022 and went through three waves of bull market. There were many so-called sky high unlocks in the middle, but the coin price never fell below $3. The strong support at the daily level is around 3.87, and even the sharp declines in April and June this year have not fallen below this support. The banker is very determined in controlling the market.
Moreover, APT has never been absent from any wave of the bull market. The bull market has risen 3-4 times in both 2023 and 2024, and this year it only rose 40% at the bottom! Both are domestic projects in the United States, which reminds me of the strong performance of SOL SUI in 2023 and 2024. APT is likely to be the next SOL, the next SUI.
A few days ago, following the positive news, APT broke through the downward trend line since the beginning of the 25th year. Under the narrative of RWA, the probability of breaking through a new high is very high!
four ⃣ Finally.
Considering various conditions, it is RWA, public chain, and a domestic project in the United States. Aptos is one of the most promising tokens in this bull market, both in terms of market performance and fundamentals.
For those who have already boarded the car, hold on to the new high. For those who have not boarded, you can carefully think about the logic behind it. After boarding, don't move around and don't be shaken off. There are still a bunch of good news to come from Aptos. The Aptos Experience will be held in New York on October 15-16, and new good news may be released at that time. Stay tuned!
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