April Crypto Market Outlook: Betting on Eigenlayer, BTC Ecosystem, and Parallel EVM Narratives
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April Crypto Market Outlook: Betting on Eigenlayer, BTC Ecosystem, and Parallel EVM Narratives
Although everyone tends to rise during the meme season, their relative strength and extent of gains differ.
Navigating Web3 tides with focused insightsAuthor: Yuyue
Sharing some personal investment insights (CEX only), along with analysis on selected popular tokens and narratives, including Eigenlayer, BTC ecosystem, and parallel EVM narratives.
TL;DR
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Narratives: Eigenlayer, BTC ecosystem, parallel EVM;
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Tokens: $PENDLE $CKB $CANTO $SEI;
1/ Personal Investment Insights
After reviewing my portfolio tonight, I believe it's necessary to reduce positions to fewer than 10. Holding too many assets makes it impossible to monitor everything effectively. Human energy is limited—focusing that limited attention on higher-quality assets yields better results. Unlike early-stage investments where broad diversification works, in secondary markets you can't just spread everywhere and expect strong returns.
The "I want it all" approach—buying every CEX token and turning yourself into a fund—will inevitably lead to garbage returns. You won’t outperform those who go all-in on a few hot or high-quality plays. This conclusion comes from my own historical experience.
(If any experienced traders have managed to maintain over 200% monthly returns on their trading accounts while spending only 2–3 hours per day on crypto trading, I’d love to hear how you do it.)
While altseason brings gains across the board, the strength and magnitude of those gains vary significantly. Some weaker tokens may appear to rise, but still underperform strong ones. Even during rallies, the noise is loud but the actual impact is minimal.
2/ Analysis of Selected Popular Tokens and Narratives in My Portfolio
Eigenlayer Narrative
Chose $PENDLE and $ALT.
PENDLE has significantly driven the restaking sector forward. Every restaking project integrates YT/PT strategies with PENDLE, creating yield-boosting loops. It’s an unavoidable core holding in this space.
BTC Ecosystem
Faced with a choice between $CKB and $ORDI — went with $CKB, sold ORDI to add more CKB.
Reason: Lost confidence in ORDI. Historically, it crashes harder than others when the market falls, and its rallies feel like fake breakouts. I bought the dip at 70, yet it dropped to 60. When the broader market rises, it barely moves alongside BTC. Previously, I thought ORDI might act as a leveraged proxy for BTC—but now it’s clear that was a complete misjudgment. It simply doesn’t keep up.
CKB, by contrast, is a relatively low-market-cap option within the BTC L2 space. Compared to $STX, it offers certain cost advantages. Though often seen as Stacks’ little brother, consistency and stability are strengths in themselves.
Parallel EVM Narrative
I believe the parallel EVM narrative will definitely be hyped before Monad launches.
Selected $CANTO and $SEI.
You could actually hold both SEI and CANTO. CANTO can just sit there and wait for its turn to rise—it feels different from typical Binance-listed tokens. I can afford to forget about it.
Each has its strengths—two flowers blooming separately. SEI appears to have strong backing, possibly even coordinated manipulation (a "strong whale"), but given its large market cap, upside potential is limited. CANTO, on the other hand, feels unmanipulated—historically resembling a loosely organized, organic community-driven coin. Smaller market cap means bigger room to grow. Also, it’s entering a fresh narrative cycle and should launch quickly.
If SEI enters the top 20 by market cap, I’ll consider rotating from overvalued into undervalued positions, or shift into another narrative sector entirely.
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