High-volume, large-cap plays are clustering in DeFi + LSD. Projects with real protocol revenue + buyback mechanisms are outperforming hard.
Standard Chartered's picks: $UNI $MORPHO $AAVE
DeFi momentum: $ENA $ETHFI
Buyback chads: $PUMP $PENDLE $USUAL $HYPE
Spot ETF hopium: $ZEC $TAO (watch closely)
My take:
① Most pumps lack conviction—slow, indecisive moves
② NVDA earnings + Powell speech will set the tone for what's next
③ Strategy: Ride hot narratives, buy strong dips on the names above. If we enter full degen mode later, rotate into low-cap lotto tickets for 10x+ upside
Focus on strength. Ignore the noise.
Standard Chartered's picks: $UNI $MORPHO $AAVE
DeFi momentum: $ENA $ETHFI
Buyback chads: $PUMP $PENDLE $USUAL $HYPE
Spot ETF hopium: $ZEC $TAO (watch closely)
My take:
① Most pumps lack conviction—slow, indecisive moves
② NVDA earnings + Powell speech will set the tone for what's next
③ Strategy: Ride hot narratives, buy strong dips on the names above. If we enter full degen mode later, rotate into low-cap lotto tickets for 10x+ upside
Focus on strength. Ignore the noise.