From the movements of institutions, the main theme of this round of market trends has actually become very clear:

First, the RWA track: TVL has surpassed 18 billion, with BlackRock's BUIDL leading the way, becoming the most certain funding entry for institutions. This direction focuses on the leaders in RWA and underlying infrastructure.

Second, the SOL track: After the approval of the SOL ETF, institutional interest continues to rise. It has both growth potential and can provide staking rewards, making it a key focus in this round of market activity. Attention can be focused on the SOL main body and potential targets on its ecosystem.

Third, the revival of old brand altcoins: Projects like LTC and HBAR have recently landed on Nasdaq, with narratives expanding from community to compliance, creating conditions for a revaluation by funds.

This round is not the kind of bull market that is blooming everywhere, but rather resembles a structural market—money will not be indiscriminately scattered, but will flow towards projects that have institutional endorsement, a clear narrative, and compliance expectations. The core strategy is very simple: firmly holding onto those altcoins that have ETF potential and real fundamentals.

In addition, the X402 sector in the primary market is currently very popular, and there hasn't been a prominent leader emerging on the BSC chain yet. This area is worth paying close attention to in the future.
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