In this bull market, how to find opportunities to make money?

Written by: Haotian

is shouting that the bulls are coming, but do you know that the methodology of this wave of market search for alpha and beta is completely different, and I will talk about a few observations:

1) OnChain+OffChain TradiFi has become the main narrative:

Stablecoin infrastructure: Stablecoins become the "blood" connecting traditional finance and DeFi infrastructure, locking in the cross-chain flow of stablecoins, APY yield differences, and new innovations and expansions.

BTC/ETH microstrategy "currency stock" effect: It has become a trend for listed companies to include crypto assets in their balance sheets, and finding high-quality targets with potential as "quasi-reserve assets" has become the key.

To the rise of Wall Street's innovation track: DeFi protocols designed for institutions, compliant yield products, and on-chain asset management tools will receive huge amounts of money. The original "Code is Law" has become the new "Compliance is King";

2) Crypto pure native narrative de-fake and real acceleration:

The

Ethereum ecosystem has ushered in a wave of revival: $ETH price breakthrough will rekindle the innovation wave of the Ethereum ecosystem's technical narrative, replacing the past Rollup-Centric grand strategy, and the new ZK-Centric will become the main theme.

High-performance Layer1 strength competition: no longer a TPS competition, but to see who can attract real economic activity, the core indicators include: stablecoin TVL ratio, native APY yield, institutional cooperation depth, etc.

The

final twilight of altcoins: there is a fundamental problem of insufficient capital momentum in the general altcoin season, and local altcoins will have a "dead cat jumping" market, which is characterized by chip concentration, community activity, and whether it can catch up with new concepts such as AI/RWA;

3) MEME coins have been upgraded from speculative tools to market standards:

capital efficiency: traditional altcoins have inflated market value and depleted liquidity, and MEME coins have become the new favorites of funds with their fair launch and high turnover rate, and will seize most of the market share of dying altcoins;

Attention economy dominance: KOL influence, community culture construction, and hot FOMO model are still core competitiveness, and liquidity distribution still follows the law of attention.

New indicators of public chain strength: The market activity of MEME coins will be an important criterion for measuring the comprehensive strength of public chains.

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