The crypto market is heating up again.
The topics are back, the money is back, and the altcoins are starting to move too.
Right now, the market mainly revolves around 1 main and 2 secondary themes:
Main theme: RWA
On the US stock side, everything is being tokenized and put on-chain. Robinhood, Hyperliquid, and Binance are all competing for this market. Especially with Robinhood Chain, RWA is finally starting to truly integrate with DeFi.
Secondary theme 1: New public chains
Robinhood Chain and Arc have launched one after another, and more new chains are coming. Every time a new chain goes live, it’s a redistribution of liquidity.
Secondary theme 2: Privacy coins
ZEC is back as the king, helping XMR and DASH heat up together.
Other hot spots include Meme 5.0, AgentFi, and decentralized storage.
So UNI’s recent strength isn’t surprising—it can capture RWA trading demand and is also important infrastructure for new public chains. AAVE and MORPHO are also worth watching.
ARB currently mainly looks at tax revenue expectations brought by Robinhood Chain, so the logic is relatively straightforward.
You can also keep an eye on SKY—its previous identity was MakerDAO. It’s a DeFi veteran and a leading lending platform, and in bull markets it’s never short on stories.
What the market lacks now isn’t hot topics, but rather who can truly keep attracting capital over the long term.
The topics are back, the money is back, and the altcoins are starting to move too.
Right now, the market mainly revolves around 1 main and 2 secondary themes:
Main theme: RWA
On the US stock side, everything is being tokenized and put on-chain. Robinhood, Hyperliquid, and Binance are all competing for this market. Especially with Robinhood Chain, RWA is finally starting to truly integrate with DeFi.
Secondary theme 1: New public chains
Robinhood Chain and Arc have launched one after another, and more new chains are coming. Every time a new chain goes live, it’s a redistribution of liquidity.
Secondary theme 2: Privacy coins
ZEC is back as the king, helping XMR and DASH heat up together.
Other hot spots include Meme 5.0, AgentFi, and decentralized storage.
So UNI’s recent strength isn’t surprising—it can capture RWA trading demand and is also important infrastructure for new public chains. AAVE and MORPHO are also worth watching.
ARB currently mainly looks at tax revenue expectations brought by Robinhood Chain, so the logic is relatively straightforward.
You can also keep an eye on SKY—its previous identity was MakerDAO. It’s a DeFi veteran and a leading lending platform, and in bull markets it’s never short on stories.
What the market lacks now isn’t hot topics, but rather who can truly keep attracting capital over the long term.