Crypto Assets Market Trends and Institutional Investment Direction Analysis

Recently, the Crypto Assets market has shown a trend of diversification, with Bitcoin's market share dropping from 60% to 55%, marking the arrival of the altcoin season. Market hotspots cover multiple fields:

AI-related projects are performing outstandingly, with a certain AI protocol's market cap once exceeding 300 million USD. An AI project within a public chain ecosystem reached a market cap of 1 billion USD at its peak. Another exchange platform's ecosystem coin surged over 10 times. The derivatives market also remains hot, with open interest hitting a new high of 4.3 billion USD.

The NFT sector has also seen a revival. Several well-known NFT projects have issued coins one after another, driving up the prices of blue-chip NFT projects in the Ethereum and Solana ecosystems.

Despite the widespread attention on on-chain projects, centralized exchange tokens have not been forgotten by the market. There is another narrative in the current bull market that cannot be ignored: Trump may be elected. This means that Crypto Assets will further enter the public eye, benefiting the inflow of external funds. The continuous net inflow of funds into Bitcoin and Ethereum spot ETFs is a clear evidence.

The Trump family's financial projects have recently made significant purchases of DeFi-related coins, including ETH, CBBTC, AAVE, LINK, ENA, and ONDO. These coins have generally performed well after being purchased.

The project's portfolio shows that their holdings in Ethereum far exceed those in Bitcoin, which may indicate a more optimistic outlook for Ethereum's future trends.

AAVE, as the leader in lending across the entire market, has a Total Value Locked (TVL) close to $40 billion, reaching a historic high, with a recent price increase of 35%. LINK is an established oracle project, selected by this project as the standard for on-chain data and cross-chain connectivity. The development of ENA is closely related to the current bull market, with its stablecoin USDe's yield coming from futures arbitrage. ONDO is currently a leading project in the RWA sector.

It is worth mentioning that the project only used a certain DEX for trading when purchasing these tokens, so the DEX's token COW is also considered a related concept coin.

Based on the analysis of the investment strategy for this project, the projects that may be of interest in the future include:

1. LDO: As the largest liquid staking protocol in the Ethereum ecosystem, its TVL reaches 37 billion USD, accounting for 30% of the Ethereum staking market.

2. Pendle: Focused on the yield splitting market, its demand continues to grow as the yields of various protocols increase. TVL has exceeded 5 billion USD.

3. A leading DEX project: As a pioneer of decentralized exchanges, it has a high level of user reliance, recently launched a new product but the market response has been tepid.

Overall, the project tends to invest in protocols with clear product positioning, a large user base, and a practical revenue model, rather than chasing pure concepts or novelty projects. This investment orientation not only boosts market confidence in mainstream DeFi protocols but also introduces more institutional funds into the crypto market, pushing blue-chip projects toward higher market value and development potential.