2026-01-04 21:17:39

#数字资产动态追踪 Recently, altcoins have indeed experienced some changes. Let's analyze the logic behind this and share a few interesting coins to watch.

Since the beginning of the year, altcoins have shown a rebound, and the main driving force here is not too complicated. Firstly, Bitcoin's market dominance has been decreasing from around 59%, which means that additional funds are starting to exit BTC and flow into other coins. Technical analysis shows a classic "triple bearish setup" pattern, which often signals the start of small altcoin seasons.

Moreover, after the holidays, traders have started returning to the market, and risk activity has significantly increased. On a macro level, expectations of interest rate cuts by the Federal Reserve are also strengthening, and the liquidity environment is becoming more accommodative, creating favorable conditions for altcoin indicators.

Details show that private coins, AI concepts, and DeFi—several sectors simultaneously lead in growth. For example, ADA, which is a governance network, grew by 7% after the holidays, and community-driven coins like PEPE increased by more than 75%, which is truly impressive. But I must honestly say that these are more mini-rebounds, and we are still far from a full-fledged altcoin season.

If you are considering investments, I personally lean towards the following directions:

The SOL ecosystem is quite strong, with good TVL metrics in gaming, memes, and DeFi, and it has recently been leading. Regarding ADA, besides this growth, there are also regulatory hurdles with governance and new projects preparing for launch. Regulatory risks for XRP are almost lifted; the need for interbank payments exists by itself, and ETF expectations are also increasing. The topic of private coins has become very popular recently: XMR is approaching historical highs, ZEC is also following the trend. TAO, as a representative of decentralized AI, is gaining additional momentum due to the halving cycle and ETF registration expectations; the potential is significant. TON, supported by Telegram, with an active community—there are opportunities here in the long term.

Overall, altcoins are highly volatile assets, so one must be psychologically prepared. This is only for market observation and analysis.

BTC-0,53%

DEFI-4,44%

ADA0,5%

PEPE2,23%

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TokenEconomist

2026-01-04 20:50:14

#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.

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