From a long-term trend perspective, BTC, ETH, and SOL still have strong upside potential, based on the following core logic:
1. Bitcoin (BTC) — Long-term bullish
✅ Macroeconomic Factors: Increased global liquidity, expectations of interest rate cuts by the Federal Reserve, and the continuous inflow of institutional funds are all long-term positives for Bitcoin.
✅ ETF Fund Inflows: The Bitcoin spot ETF has been approved and is continuously attracting funds, driving up prices.
✅ Supply and Demand Relationship: After the halving in April 2024, Bitcoin's supply will decrease while demand continues to grow, meeting conditions for a historical bull market.
✅ Historical Cycles: Bitcoin has experienced a major bull market after each halving, and the current bull market cycle is expected to peak in 2025.
⛔ Potential Risks: Uncertainty in regulatory policies and the risk of significant short-term corrections.
2. Ethereum (ETH) — Long-term bullish
✅ Stable Ecosystem: Ethereum remains the core of DeFi, NFTs, Layer2, etc., with a growing number of users and developers.
✅ Spot ETF Expectations: If the ETH spot ETF is approved in 2024 or 2025, it could drive a new round of capital inflows.
✅ Upgrade Path: Technical upgrades such as Danksharding and Layer2 expansion plans will lower gas fees and improve Ethereum's scalability, making it more competitive.
✅ Institutional Recognition: More and more institutions are starting to allocate ETH as the "infrastructure of the digital economy."
⛔ Potential Risks: The rise of competing public chains like Solana, the SEC's regulatory stance on ETH, and high gas fees.
3. Solana (SOL) — Long-term bullish but with high volatility.
✅ High-Performance Public Chain: Solana has significant advantages in speed and cost compared to Ethereum, attracting a large number of developers and users.
✅ Rapid Ecosystem Expansion: DeFi, NFTs, Meme coins (like Dogecoin, BONK) on Solana are developing rapidly and have recently gained recognition from institutions like Visa.
✅ Capital Inflows: Recently, institutions and VCs have increased their investments in the Solana ecosystem, which is expected to further drive up prices.
✅ Stock Market-like Trading Experience: Solana's low transaction costs and high throughput make it more appealing for ordinary investors, enhancing market stickiness.
⛔ Potential Risks: Network downtime issues, competition from Ethereum Layer2, and the long-term governance capabilities of the team and community.
Summary
BTC (Bitcoin): The most robust long-term asset, with institutions continuously increasing their positions.
ETH (Ethereum): The king of public chains, with strong expectations for the spot ETF.
SOL (Solana): Huge growth potential, could become one of the most explosive assets.
The above are personal opinions and do not constitute investment advice.
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