High volume large caps are clustering in DeFi + LSD. The real alpha? Projects with actual protocol revenue + continuous buybacks are outperforming hard.
Standard Chartered's picks: $UNI $MORPHO $AAVE
DeFi plays: $ENA $ETHFI
Buyback machines: [tokens with auto-buyback]
Trust-to-spot ETF narrative: $ZEC $TAO (watch closely)
My take:
① Most pumps are sluggish. Not conviction moves.
② NVIDIA earnings + Powell speech will set the tone. Wait for confirmation before sizing up.
③ Strategy: Right now, ride the hot narratives. Play pullbacks on strong coins (above list). Later, if things get chaotic, snipe low caps for multiples.
Standard Chartered's picks: $UNI $MORPHO $AAVE
DeFi plays: $ENA $ETHFI
Buyback machines: [tokens with auto-buyback]
Trust-to-spot ETF narrative: $ZEC $TAO (watch closely)
My take:
① Most pumps are sluggish. Not conviction moves.
② NVIDIA earnings + Powell speech will set the tone. Wait for confirmation before sizing up.
③ Strategy: Right now, ride the hot narratives. Play pullbacks on strong coins (above list). Later, if things get chaotic, snipe low caps for multiples.