A lot of midcurve alt chart look horrendous retracing price back 2 months. Really looking like we are due for a rotation back to majors soon.

$106K > $136K BTC
$4200 > $5600 ETH

New administration = more aggressive funding in to innovation particularly driven by passing of FIT21. A wave of new funding announcements will kick off expedited crowdsourced funding through token sales for some class A+ Alt Vaporware to push us further on the risk curve.

NFTs & Memes potential mini bowl driven by airdrop farming on various new chains and platforms teasing airdrops such as Opensea 2.0, Abstract, Monad, Berachain, and Eclipse. These will drive more attention to other ecosystems as well forcing more speculation of finding the hot new NFTs and coins on SEI and SUI.

Midcurve RWA and DeFi driven by end of cycle money flow in to "safer" return plays and the newly appointed head of SEC revoking SAB121 which will enable all banks and broker-dealers to start dabbling in custody solution and extended product offerings for digital assets/RWA.

The FDIC partnered players will stick to yields which will follow treasury markets and highly regulated over collateralized stable yields. DeFi and less regulated plays will continue to increase leveraged exposure until their leverage bubbles up causing cascading liquidations and a rush back to stables.