LAB is up 78%, ADA is up 9.64%, and ETHFI is up 14.6%.
All three are going up, but the way they’re rising is completely different. I’ll go through them one by one.
Today is the most insane presence in the whole market. MCap is already $5.2 billion, yet it’s still up +78%. But if you look closely at Vol/MCap, it’s only 0.03x—the trading volume relative to market cap is almost negligible. So what does that mean? The float looks big, but in reality the available liquidity is very scarce. With just a little buying pressure, it can push the price up by dozens of percentage points. This kind of “meme coin/妖币,” the more it surges, the more I dare not touch it—because when you want to sell, you’ll find where the counter orders are. There’s nobody to take the other side.
ETHFI is up 14.6%, and that’s different. With the re-staking track rebounding today, the whole sector has warmed up—EIGEN is also up 6.85%. This rally isn’t a random pump; it’s rotation across the entire DeFi sector. After ETH holds steady at 1770, on-chain ecosystem activity naturally attracts capital back in. ETHFI has real protocol support; it’s not just pure narrative.
ADA surged 9.64%, which is the most surprising to me. The signals that blue chips are catching up are just too obvious. This week, BTC jumped from 58K to 63K, and both ETH and SOL are up double digits—yet ADA has been just sitting there. Today it suddenly moved 9.64%, which is a classic case of lagging catch-up. This kind of rally usually has decent follow-through, since it’s not driven by FOMO.
Three coins, three different postures: LAB is an empty-chips kind of game, ETHFI is narrative plus fundamentals, and ADA is blue-chip catch-up. If you ask me which one is the safest, it definitely isn’t the first one.