How to find profit opportunities in this bull market?

Author: 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.