How to find profit opportunities in this bull market?
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How to find profit opportunities in this bull market?
OnChain+OffChain, TradiFi becomes the main narrative.
Navigating Web3 tides with focused insightsAuthor: Haotian
Everyone's shouting that the bull market is here, but does anyone realize the methodology for capturing market Alpha and Beta has completely changed? A few observations:
1) OnChain+OffChain TradiFi becomes the dominant narrative:
Stablecoins as infrastructure: Stablecoins become the "lifeblood" connecting traditional finance and DeFi infrastructure, focusing on cross-chain stablecoin locking, APY yield differentials, and novel innovations;
BTC/ETH micro-strategy "stock-like" effect: It's becoming a trend for public companies to include crypto assets on their balance sheets; identifying high-quality assets with "quasi-reserve asset" potential becomes key;
To Wall Street innovation rising: DeFi protocols designed for institutions, compliant yield products, and on-chain asset management tools will attract massive capital inflows. The old "Code is Law" has evolved into the new "Compliance is King";
2) Crypto-native narratives accelerating toward authenticity:
Ethereum ecosystem revival: A surge in $ETH price will reignite technological innovation and narratives within the Ethereum ecosystem, replacing the previous Rollup-Centric strategy, with ZK-Centric becoming the new main theme;
High-performance Layer1 competition: No longer just a TPS race, but about which chain can attract real economic activity—key metrics include stablecoin TVL ratio, native APY yields, depth of institutional partnerships, etc.;
Altcoins' final twilight: Broad-based altseason faces fundamental challenges due to insufficient capital momentum; some altcoins may see "dead cat bounce" rallies, characterized by token concentration, community activity, and ability to latch onto new themes like AI/RWA;
3) MEME coins evolve from speculative tools to market essentials:
Capital efficiency: Traditional altcoins suffer from inflated valuations and liquidity drying up; MEME coins, with fair launches and high turnover rates, become the new favorites, capturing market share from dying altcoins;
Attention economy dominance: KOL influence, community culture building, and FOMO around trending topics remain core competitive advantages; liquidity distribution still follows the attention rule;
New benchmark for blockchain strength: MEME coin market vitality becomes a key indicator of a blockchain's overall competitiveness.
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Haotian | CryptoInsight
