The next bull market is changing! Altcoins will no longer experience widespread increases, focusing only on these two types of assets.
The next round of the altcoin market will not be a frenzy of widespread increases but will be primarily based on structural opportunities.
Altcoins that can show independent market movements generally have clear narrative support from institutions, such as TAO, ZRO, and MORPHO. Currently, the marginal buyers are mainly institutional funds, and retail investors have not yet truly entered the market.
This also determines the filtering logic: either the market capitalization is large enough to accommodate the liquidity of large funds entering and exiting; or it can connect with traditional finance. Altcoins that do not meet these two conditions will find it difficult to gain sustained funding attention.
Based on this idea, I have already started making regular investments in PUMP, leaning towards a mean reversion trading logic.
The market structure has changed; the era of blindly speculating on altcoins is over. Only by precisely filtering assets that have institutional backing and real connections can one benefit from the next bull market. If you want to know how to use this filtering logic to find the next TAO, we can exchange practical methods together.