Bitcoin and Ethereum Rise Together, Eight Major Altcoins to Watch
- Bitcoin rose toward $77,000 within three days and moved above its 200-day moving average, while Ethereum gained about 20% in a single day and approached $2,400.
- The article says the market is again expecting capital rotation from BTC and ETH into higher-beta altcoins, but it argues that not every token will participate in a broad-based rally.
- It highlights Solana and Sui on the public-chain track, saying Solana offers more stability while Sui has higher upside but also higher unlock risk.
- In DeFi lending, it points to Uniswap, Aave, and Morpho, emphasizing real fee generation, protocol revenue, and token value capture as key selection criteria.
- For perpetual DEXs, it singles out Hyperliquid as the sector leader, while warning that its recent gains and upcoming unlock structure make chasing highs risky.
The article says Bitcoin and Ethereum have both moved higher, with BTC climbing toward $77,000 and ETH rebounding sharply. It interprets that move as a sign that market attention may again shift from the two largest assets into selected altcoins. The likely market impact is mildly bullish for crypto, especially for higher-beta tokens, though the piece does not expect a blanket rally across the whole sector.
It groups the names to watch by sector. On public chains, it favors Solana for relative stability and Sui for higher beta, while noting Sui’s lower circulating supply and future unlocks as a risk. The selection framework emphasizes active users, stable revenue, token value capture, and healthier distribution.
In DeFi, the article highlights Uniswap, Aave, and Morpho. It says Uniswap is gaining attention as it moves toward protocol value capture through fee-related mechanisms, Aave has balanced circulation and revenue, and Morpho is growing quickly but still has weaker token value capture and less transparent supply data. In perpetual DEXs, Hyperliquid is described as the leader, although the article advises caution because the token has already rallied strongly and upcoming unlocks add risk.
比特币和以太坊同步上涨，八个大市值山寨币值得关注