If you enjoy Sunny's content, follow, share, and like this article to get in touch with me for free position strategy and K-line trading tutorial guidance. I am a seasoned trader with "depth of thought, emotional warmth, and data dimension."

The primary cause of the current collapse in crypto and US stocks is Trump's comprehensive reciprocal tariffs:

• A 25% tariff on the EU

• A 25% tariff on Mexico and Canada starting March 4

• An additional 10% tariff on China

This is a double blow to China, which already faces significant tariffs, and goods previously routed through Mexico will now be subject to a 25% tariff. The biggest threat to the US itself is inflation, while the greatest threat to global capital markets is the suspension of US interest rate cuts.

Judging from Trump's series of actions, the comprehensive reciprocal tariffs are not just talk but have been put into practice. The tariff war is causing short-term collapses in US stocks, crypto, and A-shares.

In summary: The current bearish market is due to the US experiencing both inflation and economic stagnation while being at relatively high levels in risk assets. Trump's policies are exacerbating an already difficult situation, leading to widespread pessimism. This has caused large funds to exit risk markets, resulting in low liquidity.

Looking Ahead to the Next Bull Market: Two High-Potential Sectors

AI Sector

AI has the potential for a long-term market narrative, backed by profound underlying logic. Since the third technological revolution, few technological changes have completely disrupted the era. The rise of AI, however, brings the dawn of a new technological revolution. Even if this is just a possibility, it has already attracted many tech pioneers to dive in. In traditional markets, almost all major internet companies are actively developing their own AI products, focusing on industrial algorithm development.

Meanwhile, in areas such as healthcare, education, and daily life, the implementation of AI applications is being vigorously promoted. In the crypto market, the hype around AI is booming, with AI pets, AI memes, and AI agents emerging rapidly and offering diverse narratives. Recent star projects like ai16z and eliza have attracted significant investor attention.

RWA Concept

The RWA (Real-World Assets) concept is highly promising and has a broad future. Its key strength lies in the close connection between crypto assets and reality. The digitalization of physical assets is undoubtedly a concrete application of macro life in the crypto market. Compared to other valuation methods, the valuation model for these crypto assets is much more accurate. Popular RWA-related projects include ondo, rsr, and aave.

The crypto market is like a highly volatile and unpredictable ensemble. Seasoned investors in the secondary market are struggling to break even amidst the cunning of market manipulators, while newcomers in the primary market are experiencing the joy of the first crypto pioneers in the last bull market. As many old players are rooted in the Ethereum ecosystem, new public chains with fresh capital, such as Solana and Sui, are thriving. This shows that market opportunities are closely related to the sectors in which one participates.

Altcoins with High Potential in the Bull Market

• ENA: Supported by BlackRock, the Trump team, and Dragonfly Capital, ENA stands out with its innovative business model and application scenarios, showing huge potential.

• AAVE: Backed by Framework, ParaFi Capital, and the Trump team, its decentralized lending model and community governance make it a star project in DeFi.

• AVAX: Favored by JPMorgan and Grayscale, AVAX is the core of the Avalanche ecosystem, offering high speed, low cost, and decentralization.

• SUI: Supported by A16z and Coinbase, SUI is a promising emerging project with innovative technical architecture and strong development capabilities, expected to thrive in Web3 and DeFi.

• LINK: Supported by the Trump team, Grayscale, and Fidelity, LINK connects blockchain with real-world data, expanding the application scenarios of smart contracts.

• ONDO: Favored by BlackRock, the Trump team, and JPMorgan, ONDO is a vital bridge between traditional finance and blockchain.

• CRV: Supported by Multicoin Capital and BlackRock, CRV is the governance token of the Curve protocol with a solid position in DeFi.

• ZRO: Supported by A16z, Multicoin Capital, and Coinbase, ZRO combines an efficient technical architecture with a wide range of application scenarios, favored by both institutions and retail investors.

If you enjoy Sunny's content, follow, share, and like this article to get in touch with me for free position strategy and K-line trading tutorial guidance. I am a seasoned trader with "depth of thought, emotional warmth, and data dimension."

The primary cause of the current collapse in crypto and US stocks is Trump's comprehensive reciprocal tariffs:

• A 25% tariff on the EU

• A 25% tariff on Mexico and Canada starting March 4

• An additional 10% tariff on China

This is a double blow to China, which already faces significant tariffs, and goods previously routed through Mexico will now be subject to a 25% tariff. The biggest threat to the US itself is inflation, while the greatest threat to global capital markets is the suspension of US interest rate cuts.

Judging from Trump's series of actions, the comprehensive reciprocal tariffs are not just talk but have been put into practice. The tariff war is causing short-term collapses in US stocks, crypto, and A-shares.

In summary: The current bearish market is due to the US experiencing both inflation and economic stagnation while being at relatively high levels in risk assets. Trump's policies are exacerbating an already difficult situation, leading to widespread pessimism. This has caused large funds to exit risk markets, resulting in low liquidity.

Looking Ahead to the Next Bull Market: Two High-Potential Sectors

AI Sector

AI has the potential for a long-term market narrative, backed by profound underlying logic. Since the third technological revolution, few technological changes have completely disrupted the era. The rise of AI, however, brings the dawn of a new technological revolution. Even if this is just a possibility, it has already attracted many tech pioneers to dive in. In traditional markets, almost all major internet companies are actively developing their own AI products, focusing on industrial algorithm development.

Meanwhile, in areas such as healthcare, education, and daily life, the implementation of AI applications is being vigorously promoted. In the crypto market, the hype around AI is booming, with AI pets, AI memes, and AI agents emerging rapidly and offering diverse narratives. Recent star projects like ai16z and eliza have attracted significant investor attention.

RWA Concept

The RWA (Real-World Assets) concept is highly promising and has a broad future. Its key strength lies in the close connection between crypto assets and reality. The digitalization of physical assets is undoubtedly a concrete application of macro life in the crypto market. Compared to other valuation methods, the valuation model for these crypto assets is much more accurate. Popular RWA-related projects include ondo, rsr, and aave.

The crypto market is like a highly volatile and unpredictable ensemble. Seasoned investors in the secondary market are struggling to break even amidst the cunning of market manipulators, while newcomers in the primary market are experiencing the joy of the first crypto pioneers in the last bull market. As many old players are rooted in the Ethereum ecosystem, new public chains with fresh capital, such as Solana and Sui, are thriving. This shows that market opportunities are closely related to the sectors in which one participates.

Altcoins with High Potential in the Bull Market

• ENA: Supported by BlackRock, the Trump team, and Dragonfly Capital, ENA stands out with its innovative business model and application scenarios, showing huge potential.

• AAVE: Backed by Framework, ParaFi Capital, and the Trump team, its decentralized lending model and community governance make it a star project in DeFi.

• AVAX: Favored by JPMorgan and Grayscale, AVAX is the core of the Avalanche ecosystem, offering high speed, low cost, and decentralization.

• SUI: Supported by A16z and Coinbase, SUI is a promising emerging project with innovative technical architecture and strong development capabilities, expected to thrive in Web3 and DeFi.

• LINK: Supported by the Trump team, Grayscale, and Fidelity, LINK connects blockchain with real-world data, expanding the application scenarios of smart contracts.

• ONDO: Favored by BlackRock, the Trump team, and JPMorgan, ONDO is a vital bridge between traditional finance and blockchain.

• CRV: Supported by Multicoin Capital and BlackRock, CRV is the governance token of the Curve protocol with a solid position in DeFi.

• ZRO: Supported by A16z, Multicoin Capital, and Coinbase, ZRO combines an efficient technical architecture with a wide range of application scenarios, favored by both institutions and retail investors.