How to seek Alpha returns in this bull market?
Discover strategies to identify high-yield opportunities, analyze market trends, and optimize your investment portfolio to maximize gains during this bullish phase.

Author: Haotian

Everyone is shouting that the bull market is coming, but do you realize that the methodology for seeking market Alpha and Beta has completely changed? Here are some observations:

1. OnChain + OffChain TradFi as the Main Narrative

Stablecoin Infrastructure: Stablecoins are becoming the “blood” connecting traditional finance and DeFi infrastructure. Cross-chain liquidity locked in stablecoins, differences in APY Yield, and new innovative expansions;

BTC/ETH Micro Strategies “Token-Stock” Effect: It’s becoming a trend for listed companies to include crypto assets on their balance sheets. Finding high-quality targets with “quasi-reserve assets” potential is key;

Emergence of Wall Street Innovation Tracks: DeFi protocols, compliant yield products, and on-chain asset management tools designed specifically for institutions will attract massive capital. The old “Code is Law” has evolved into the new “Compliance is King”;

2. Accelerating the True DeFi Narrative in Crypto

Ethereum Ecosystem Revival: A wave of resurgence is coming. When $ETH price breaks through, it will reignite the technological narrative of the Ethereum ecosystem, replacing the previous Rollup-Centric grand strategy. The new ZK-Centric approach will become the main theme;

High-Performance Layer1 Showdown: It’s no longer about TPS competition but about who can attract real economic activity. Key metrics include: stablecoin TVL share, native APY yields, institutional partnership depth, and more;

Last Dusk of Altcoins: The widespread altcoin season faces fundamental issues of insufficient capital momentum. Some altcoins may experience "dead cat bounce"行情. Characteristics include: concentration of chips, community activity, and whether they can catch new concepts like AI/RWA;

3. MEME Coins Upgrading from Speculative Tools to Market Mainstream

Capital Efficiency: Traditional altcoins have inflated market caps and dried-up liquidity. MEME coins, with their fair launches and high turnover rates, are becoming the new darling of capital, capturing most of the dying altcoin market share;

Attention Economy Dominance: Influencer impact, community culture building, and FOMO-driven hot topics remain core competitive advantages. Liquidity distribution still follows the law of attention;

New Indicator of Public Chain Strength: The market activity of MEME coins will be an important standard to measure the overall strength of public chains.

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