HTX Deeprink: As BTC holds steadily, is optimistic feelings that Altcoins will lead to rotation?

Singapore,,, May 20, 2025 The encryption market sentiment is continuously increasing as it is developed in the middle of May/-May. The major asset trends rose steadily, but capital began to rotate with a fundamentally solid altcoin. In this edition of HTX Deeprink, HTX Research’s Chloe (@Chloetalk1) shares her macroscopic prospects and strategic insights with a spotlight for the rotational opportunity of the SUI ecosystem and emerging categories.

Macro Observation: Strongest in the midst of short -term rise

This week’s US economic calendar is revealed about major data release. The market interest is mainly about the interpretation of the Federal Reserve Bank of Korea on recent commentary, which suggests the possibility of a single interest rate cut in 2025.

Optional market data analysis shows general strong feelings. Call/PUT public interest ratio reached 1.55, increasing premiums for call options. At the same time, short-term implied volatility (IV) has dropped to 35-40%of the new 18 months.

In short: The mayor is experiencing a happy feeling in calm volatility. Under these conditions, Bitcoin can resume the new high in the next 30-45 days and aim for the $ 105K-$ 115K range. However, mixing of high emotions and low volatility often hides the accumulation of excessive leverage. Sudden surge in IV or significant drop below $ 100k It can cause a sharp de lever rizing event.

Strategic positioning: Capital rotation to high quality Altcoin for exercise capture

In terms of capital allocation, a part of the capital is fundamentally strong and rotated with liquid altcoin to provide an opportunity to utilize potential leakage exercise in the upward trajectory of Bitcoin. This plate Htx deepthink Emphasize a project that is worth promising and the interest of investors.

SUI ecosystem: The highest market cap, undervalued core project

The SUI chain reached a record high on its market cap, but the ecosystem project has not yet gained significant profits. This opens the window for the early position of the undervalued ecosystem leader. Co -operative Listed two noticeable projects in the SUI ecosystem. Haedal and Blue pin.

• Haedal The dominant LST (Liquid Stacking) protocol for SUI leads 76%of the market share and benefits from powerful network effects.
• Blue pinSUI’s flagship Perpetual Dex currently has a market cap. $ 31.6m But we achieved annual revenue $ 8.2mIt suggests a price (P/S) ratio of 2.8 times lower than GMX (9.1x) and drift (12.4x). The upgrade of the upgrades will introduce VetOKENOMICS and new transaction incentives to increase both user activities and protocol revenue.

As interest in SUI’s main net increases, HAEDAL and Bluefin appear to have a double potential of evaluation recovery and beta -centered rise, which can ensure the mid -term interest of market participants.

Caution: Bull Market user acquisition premium uppercase letters

The new Web3 project is starting rapidly and the cost of acquiring user is increasing rapidly. In existing channels such as Telegram, Google or Red Note, user acquisition costs (UAC) are calculated through “traffic × conversion rate”. With CPCS $ 0The .5–1.0 and about 10%conversion rate, $ 5-10 for actual users.

Kaito It provides a much more efficient “attention engine”. API is charged based on the combination of reputation scores and meaningful participation. As a result, the project team can buy a real user with a 3-4 times higher retention, which is 2-3 times lower per user, which is lower than the existing channel. Through this model, KAITO has expanded from 30 to 120 integrated projects over the past three months, which has four times the API call volume.

Meanwhile, $ KAITO Stacking has soared 19.7m tokenAnd protocols are accumulated and burned. 3.7m tokenCreate strong demand supply and deflation pressure that supports higher price ceilings.

~ Basic chain IDO platform virtual≥ 5,000 $ kaito users can import Virgen Point Repay the IDO allocation. Recently, some IDOs have made 10-30 times the profits on the first day and have formed a favorable loop. Steak → Point → Interest Trading.

With the recent list $ kaito is HTXIn the bull market, where liquidity is expanding and the competition to attract users’ interest, the combination of KAITO’s inexpensive tombs and deflation token genetics is a promising asset.

*The above content is not an investment advice and does not make up for proposals or recommendations to propose or recommend investment products.

About htx deepthink:

HTX DEEPTHINK is a flagship market insight column created by HTX, and is dedicated to exploring global macros trends, major economic indicators and major development of the encryption industry. In a world where volatility is standard, HTX Deepink aims to help readers.Find an order from chaos. ”

About htx research

HTX Research is a dedicated research ARM of HTX Group, which is responsible for conducting in -depth analysis, creating comprehensive reports, and providing expert evaluations on a wide range of topics, including cryptocurrency, blockchain technology and emerging market trends.

Photo -https://mma.prnewire.com/edia/2691539/image_838145_1985788.jpg
Logo -https://mma.prnewire.com/media/2391903/image_Id__logo.jpg

View Original Content: https: //www.prnewire.co.uk/news-leases/htx-dipthink-bullish-vuilds-btc-holds-steady Shith-302460283.html

Special Image: Sediment @ ayo888

disclaimer