#数字资产动态追踪 Recently, altcoins have indeed shown some movements. Let me analyze the underlying logic and share a few coins worth paying attention to.

Since the beginning of the year, altcoins have experienced a rebound. The core driving force is not complicated. First, Bitcoin's market dominance has started to decline from around 59%, which means that incremental funds are beginning to flow out of BTC and rotate into other coins. From a technical perspective, this chart pattern shows a classic "triple bearish setup," which often indicates that a small-scale altseason may be starting.

Additionally, after the holidays, traders are gradually returning to the market, and risk appetite has clearly increased. On the macro level, the Fed's rate cut expectations are also fermenting, and liquidity conditions are becoming more relaxed at the margin, creating favorable conditions for altcoins' performance.

Looking at the details, privacy coins, AI concepts, and DeFi sectors have taken turns leading the rally. Governance chains like ADA rose about 7% after the holidays, and community-driven tokens like PEPE have seen cumulative gains of over 75%, which is quite impressive. But I must admit, this is more of a mini rebound, far from a full-blown altseason.

If you're considering deployment, I personally lean towards these directions:

The SOL ecosystem remains solid, with good TVL in gaming, meme, and DeFi sectors, and it has recently led the rally. Besides this recent surge, ADA's governance and new projects are also brewing catalysts. XRP's regulatory risk has been basically cleared, and the demand for cross-border payments naturally exists. ETF expectations are also fermenting. The narrative around privacy coins has been hot lately; XMR is approaching its all-time high, and ZEC is following suit. TAO, as a representative of decentralized AI, is driven by the halving cycle and ETF filing expectations, with considerable potential for growth. TON, endorsed by Telegram and with an active community, still has long-term opportunities.

Ultimately, altcoins are highly volatile, so be mentally prepared. This is just for market observation and reference.