#数字货币市场回升 Recently, there are several interesting clues in the market, and I feel that the opportunities for 2025 may be hidden within them.

Let's first talk about the $XRP line. The tug-of-war with the SEC is nearing its end, and the approval window for spot ETFs is gradually opening. More importantly, the stablecoin RLUSD has surpassed a market value of ten billion dollars, and the entire payment ecosystem's puzzle is basically taking shape. Look at DBS Bank working on RWA asset tokenization, and the Dubai government is also promoting it. The actions of these traditional institutions actually indicate many issues. Compared to these developments, the current market value still feels undervalued.

$ETH has also been quite active. Recently, Vitalik Buterin has signaled a major upgrade, which is exciting from a technical perspective. Looking at the funding side, the Trump family reportedly holds a position in Ethereum worth $500 million, and stablecoins saw nearly $1 billion in inflows just a couple of days ago, which indicates a significant trend in capital flow. Market sentiment is clearly warming up.

The AI agency in this sector is worth discussing separately. GAIB has received investment from a16z, and the number of applications for the test net has exceeded 200,000, which is quite impressive. The core logic is to use AI to optimize asset allocation in real-time. If this can really be implemented, the efficiency improvement will be very noticeable. It is still in the early airdrop stage, and the participation threshold is not very high.

From a macro perspective, the U.S. government's attitude towards cryptocurrency is shifting, with Trump publicly expressing support for the industry's development multiple times. There are still disagreements regarding the Federal Reserve's interest rate cut decision in December, which may lead to short-term volatility. However, in the long run, giants like BlackRock are continuously increasing their positions, and the massive inflow of stablecoins also confirms that funds are entering the market.

In my personal opinion, these three lines can be diversified a bit; don’t put all your eggs in one basket. Pay close attention to the Federal Reserve's interest rate decision in December, and it’s best to keep individual project positions within 15%. Moreover, those Meme coins have been very popular recently, but the risks are indeed high, so it’s better to avoid them if possible.

Which of these three lines do you think has a greater opportunity? The compliance dividends of XRP, the multiple catalysts of Ethereum, or the technological innovation of AI agents? Feel free to share your investment ideas.