Family! The crypto market at the end of 2025 is simply more exciting than a soap opera—Fed rate cuts should have been a signal for celebration, but instead, internal conflicts erupted with three dissenting votes; Zhao Changpeng is shouting that the super cycle is coming, while Bloomberg analysts coldly splash water saying Bitcoin might drop below 84,000. Don't you feel that your positions suddenly don't look appealing? Don't panic. As someone who has been in the circle for 8 years, I dare say that the more chaotic it is now, the more opportunities there are to make money hidden within. These three certain trends will help you avoid three years of detours!
Let's first talk about the most headache-inducing macro fog. Many newcomers think that a Federal Reserve rate cut is a signal to buy with their eyes closed, which is purely presumptuous. The key issue with this rate cut is not how much it was cut, but the internal divisions that have been exposed—some want to continue easing to support the economy, while others fear a rebound in inflation and dare not loosen. Historically, the negative correlation coefficient between Bitcoin and the Federal Reserve interest rate has reached -90%. Now that the policy direction is unclear, the market will inevitably oscillate. But there is a point that has been overlooked: regardless of how the policy sways, the expectation of easing between China and the U.S. is the major direction, and the downward volatility of assets has already been suppressed. This means that now is the time to 'find opportunities amid fluctuations', rather than panicking blindly.
Key insights are here: the first certain opportunity is Ethereum. ETH has now entered what I often call the 'hit zone'. Informed whales have already started secretly accumulating—addresses holding over 10,000 ETH have seen their holdings return to the peak of March 2025. Some may say, hasn't ETH surged 40% in the last 72 hours, is it already done? Not at all. This rise is not retail speculation but rather institutions like BitMine actively entering to bottom fish, backed by the fundamentals of the Ethereum ecosystem. Compared to Bitcoin's cyclical dispute, Ethereum's undervalued property has become quite clear. As long as macro conditions do not present extreme black swans, the subsequent space is worth looking forward to.
The second opportunity lies in the AI payment sector. The hottest DeAI sector in 2025 has finally moved from the financing storytelling phase to practical implementation. Previously, many AI + crypto projects were just hot air, but now it’s different. After the x402 protocol upgrade, it supports multiple chains and traditional payment channels. OpenMind has partnered with Circle to directly achieve real-time payments of thousands of times per second through AI Agents. This is no small breakthrough; for AI to be applied on a large scale, the payment issue must be resolved, and the x402 protocol is now the hot cake in this sector. I have already focused on several leading projects in AI payments and will share specific targets in the fan group later.
The third opportunity is quality altcoins where whales are accumulating. When Bitcoin oscillates, whales are never idle. Recent on-chain data shows that they are accumulating XRP, ADA, and UNI, covering multiple sectors including payments, Layer 1, and DeFi. A word of caution: this does not mean you should blindly follow and buy; rather, pay attention to the combination of 'whale accumulation + sector prosperity' as the overlapping targets. For example, in the DeFi sector, UNI, along with the implementation of AI payments, will see an increase in on-chain trading demand, and DeFi, as infrastructure, will inevitably benefit. But avoid those with high FDV and low circulation tokens; many such coins have proven to be structurally uninvestable by 2025, so don't become the bag holder.
Lastly, to be honest, the greater the market divergence now, the better we can filter out truly valuable targets. Those extreme views shouting 'the super cycle is coming' or 'the market is going to crash' should just be viewed but not taken seriously. As an ordinary investor, focusing on these three directions—Ethereum, AI payments, and quality altcoins—while controlling your positions is much more reliable than chasing trends every day. Of course, the market changes rapidly; I will sync new signals in the fan group at the first opportunity. Follow me @链上标哥 , don’t get lost!
