Hey everyone, we need to prepare for the potential market surge in late September. If a market surge does occur, choosing a sector requires direction; don't just blindly choose. Recent market data shows that the overall market is neutral to bullish amidst expectations of Fed policy. Leaders like ETH are stable, while smaller coins are experiencing significant volatility. Pay close attention to on-chain and TVL changes.
Among public chains, $ETH remains the most stable, outperforming many altcoins. Choosing it is virtually a sure bet. Institutional reports indicate that ETH has seen significant institutional inflows recently, with a TVL exceeding $1 trillion and a price stabilizing above $4,100, demonstrating a strong breakout trend. In the RWA sector, I prefer $LINK. It's not only stable, but also serves as a crucial infrastructure for both RWA and stablecoins. As a leading oracle, it has an active data feed ecosystem, and its price has seen a slight increase of 1.5% to around $25. Combined with staking rewards and a community buyback mechanism, the logic is incredibly strong.
AAVE and UNI are still established blue chips in DeFi. Their strength is clear and self-explanatory. AAVE boasts over $10 billion in TVL and a stable lending protocol. UNI, the heart of DEX, boasts active proposals, with institutional whales increasing their holdings around $11, and forecasts predicting a price of $26 by year-end. Regarding the stablecoin narrative, I'm more focused on XPLA and ENA. The XPLA public chain, in particular, has recently completed its correction, making it a good investment opportunity given its expanding ecosystem. ENA, the Ethena governance coin, has seen its TVL surge to $9.1 billion, a 68% increase. The USDe stablecoin narrative is trending, attracting institutional investors.
The AI sector hasn't yet identified a true leader. In the short term, I'm keeping an eye on Sahara AI. It's innovative in integrating DeFi and AI, and trend reports suggest it's a hot topic in 2025, but we'll have to wait for news from the mainnet and partners. The memecoin market is quite chaotic, with little consensus. PEPE is still in the accumulation phase. I'm more bullish on $PENGU, which has the potential to take over. It's currently considered the biggest IP in the crypto world, with an active community and a predicted 100x growth potential, but the risks are high.
Regarding new narratives, ZORA has broken out of its previous downward trend and may be poised to usher in the next wave of gains. As an NFT and creator platform, its ecosystem is recovering. PENDLE is relying on new products and TVL growth to attract attention. After all, its TVL has exceeded $8.2 billion, a 56% increase, and its price has slightly increased since its partnership with USDe, demonstrating its strength.
In general, there are too many good options in the market right now, making small-cap coins unattractive. It's difficult for major investors to hold onto small-cap coins for the long term. Small-cap coins often rally quickly before plummeting again in search of liquidity, resulting in high risk and volatility. Instead of betting on small-cap coins, it's better to follow the trend and trade on the right side, seizing core assets that will maintain consistent attention. This is more reliable. Do you think the September rally will happen? #EthereumEcosystemAltcoins generally rise #ETH hits a record high
