Current Cryptocurrency Market Overview | Oversold Rebound Window Opens, Sector Rotation Logic Clear

BTC's current strong rebound from the 60k level to around 83k, with a short-term rebound basically complete, market main funds are starting to flow out of Bitcoin and fully into altcoin sectors.
The core key bottom line is clear: as long as BTC does not effectively break below the 75,000 support level, the overall altcoin market has a foundation for continuous performance.
The underlying logic is simple: altcoins previously experienced deep declines, trading activity in the secondary market has been persistently sluggish, chips and funds are continuously losing, and the main players can only activate the market through price manipulation to retain retail investors and attract new funds. Currently, this is a clear oversold correction + capital inflow rally.

Core Hot Sectors Overview (Priority Order)

1. Main Sector: AI, RWA, Storage, Public Chains (Key Focus Points)

1. AI Sector
Earlier TAO led the rally, driving RENDER and FET to move in tandem; the core leading stocks in this round are switching to VIRTUAL and NEAR, with ARKM as a key supplementary rally target, which is the current core direction for capital grouping.

2. RWA Sector
The absolute leader in this round is CFG and ONDO, leading the entire sector in strength; for low-level supplementary gains, focus on POLYX and SYRUP, which have valuation repair potential.

3. Storage Sector
View remains unchanged: the rally is not over, focus on leading stocks, AR (leader), FIL (second tier), other targets lack sustainability, no need to over-focus.

4. Public Chain Sector
TON was the first to open the upward space, TIA followed up yesterday; prioritize layout of targets that have not yet been fully lifted in this bull market and have fewer trapped positions, such as APT and SEI; SUI has already experienced significant gains earlier, with heavier trapped positions and weaker explosive power.

2. Auxiliary Sectors: Ethereum Staking, SOL Ecosystem, Ethereum L2 (Primarily Rotation and Supplementary Gains)

1. Ethereum Staking Sector
EIGEN, LDO, SSV have completed their main upward wave, chasing high is very low in cost-performance; continue to favor ETHFI, which is safer to deploy at low levels.

2. Ethereum L2 Sector
STRK and ZK have completed a round of uplift, ARB and OP are gradually recovering from the bottom; only METIS has the potential for speculative play, but be aware of its weak liquidity risk.

3. SOL Ecosystem
SOL recently started a strong supplementary rally, driving JTO, JUP, ORCA to surge significantly; subsequent rotation opportunities can focus on RAY and PUMP.

Core Trading Mindset Summary

The current overall market is a comprehensive oversold rebound, most coins will experience a corrective rally.
The core vicious cycle for retail investors remains unchanged: unable to hold during gains, panicking and selling during declines, repeatedly missing out and incurring losses.
Rather than falling into endless chasing and panic selling, it’s better to recognize the trend and stick to the main line; if you really cannot control your mindset, there’s no need to force it—taking a step back and returning to life is also a prudent choice.