The current altcoin market is entering a recovery phase after a long period of heavy selling. When BTC rises from around 60,000 to approximately 83,000, the short-term upward momentum begins to slow down, and capital tends to rotate into altcoins. This is a familiar scenario in previous cycles. As long as BTC remains above the 75,000 level, there is a high likelihood that altcoins will experience a relatively clear rebound, especially since current price levels have dropped significantly and market liquidity is at a low point.

Regarding the main trends, capital continues to focus on some familiar narratives. AI remains the focal point, with projects like VIRTUAL, NEAR, and ARKM leading a new wave after TAO, RENDER, and FET had already surged earlier. RWA also emerges with CFG and ONDO taking the lead, while POLYX and SYRUP are notable follow-up options. The storage sector still maintains some attractiveness with AR and FIL; however, this group’s waves are usually short-lived.
In the public chain group, TON has opened up growth potential, and TIA has recently experienced a rally, so chains that haven't increased much like APT or SEI could present potential opportunities, while SUI might face pressure from investors “stuck in the chain.” For Ethereum staking, projects like EIGEN, LDO, and SSV have already run quite far, making chasing purchases less attractive; ETHFI is a name worth considering. Layer 2 solutions like STRK and ZK have increased, ARB and OP are beginning to recover, while METIS has experienced strong fluctuations but with low liquidity.
The Solana ecosystem is also showing signs of revival as SOL recovers, pulling JTO, JUP, and ORCA higher. Some projects like RAY or PUMP could benefit if capital continues to flow into the sector.
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