Yes, the crypto market is ushering in signs of a full-scale bull market. After Bitcoin hit a record high recently, Solana (SOL), Toncoin (TON) and AI-related tokens have collectively surged, showing a sharp rise in market heat; 1. Solana was driven by large-scale institutional buying, Meme coin boom and ecological recovery, and its price exceeded US$200; 2. Toncoin relies on Telegram's huge user base and practical application scenarios, and set a new high; 3. AI tokens benefit from the catalysis of technology trends and the NVIDIA GTC conference to attract funds to make arrangements in advance; in summary, the rising market with multiple points is driven by fundamentals and is regarded as a signal of a bull market, but investors still need to be wary of volatility risks and pay attention to long-term value.

The duration of the airdrop dividend is uncertain, but the LayerZero, StarkNet and ZK ecosystems still have long-term value. 1. LayerZero achieves cross-chain interoperability through lightweight protocols; 2. StarkNet provides efficient and low-cost Ethereum L2 expansion solutions based on ZK-STARKs technology; 3. ZK ecosystem (such as zkSync, Scroll, etc.) expands the application of zero-knowledge proof in scaling and privacy protection; 4. Participation methods include the use of bridging tools, interactive DApps, participating test networks, pledged assets, etc., aiming to experience the next generation of blockchain infrastructure in advance and strive for potential airdrop opportunities.

Ordinary investors can discover potential tokens by tracking "smart money", which are high-profit addresses, and paying attention to their trends can provide leading indicators. 1. Use tools such as Nansen and Arkham Intelligence to analyze the data on the chain to view the buying and holdings of smart money; 2. Use Dune Analytics to obtain community-created dashboards to monitor the flow of funds; 3. Follow platforms such as Lookonchain to obtain real-time intelligence. Recently, Cangming Money is planning to re-polize LRT track, DePIN project, modular ecosystem and RWA protocol. For example, a certain LRT protocol has obtained a large amount of early deposits, a certain DePIN project has been accumulated continuously, a certain game public chain has been supported by the industry treasury, and a certain RWA protocol has attracted institutions to enter.

The coordinated rise of Bitcoin, Chainlink and RWA marks the shift toward institutional narrative dominance in the crypto market. Bitcoin, as a macro hedging asset allocated by institutions, provides a stable foundation for the market; Chainlink has become a key bridge connecting the reality and the digital world through oracle and cross-chain technology; RWA provides a compliance path for traditional capital entry. The three jointly built a complete logical closed loop of institutional entry: 1) allocate BTC to stabilize the balance sheet; 2) expand on-chain asset management through RWA; 3) rely on Chainlink to build underlying infrastructure, indicating that the market has entered a new stage driven by real demand.

The Ethereum Layer 2 solution effectively improves transaction speed and reduces costs by processing transactions off-chain and submitting them in batches to the main chain. Mainstream technologies include Optimistic Rollups (such as Arbitrum, Optimism) and ZK Rollups (such as zkSync, StarkNet). 1.zkSync achieves rapid withdrawal and promotes zkEVM compatibility with zero knowledge proof, attracting a large number of users to participate in DeFi, NFT and other ecosystems; 2.Blast provides pledge income through native income model, combines Optimistic Rollup technology and plans to integrate ZK proof to enhance liquidity attractiveness; 3.Base relies on Coinb

Crypto market value exceeded US$3 trillion, and funds mainly bet on seven major sectors. 1. Artificial Intelligence (AI) Blockchain: Popular currencies include FET, RNDR, AGIX, Binance and OKX launch related trading pairs and activities, funds bet on AI and decentralized computing power and data integration; 2. Layer2 and modular blockchain: ARB, OP, ZK series, TIA are attracting attention, HTX launches modular assets and provides commission rebates, funds are optimistic about their support for DeFi and GameFi; 3. RWA (real world assets): ONDO, POLYX, XDC and other related assets, OKX adds an RWA zone, and funds are expected to migrate on traditional financial chains; 4. Public chain and platform coins: SOL, BNB, HT, OKB are strong

The most popular tracks for new funds currently include re-staking ecosystems, integration of AI and Crypto, revival of the Bitcoin ecosystem and DePIN. 1) The re-staking protocol represented by EigenLayer improves capital efficiency and absorbs a large amount of long-term capital; 2) The combination of AI and blockchain has spawned decentralized computing power and data projects such as Render, Akash, Fetch.ai, etc.; 3) The Bitcoin ecosystem expands application scenarios through Ordinals, BRC-20 and Runes protocols to activate silent funds; 4) DePIN builds a realistic infrastructure through token incentives to attract the attention of industrial capital.

Yes, the altcoin rebound may indicate that a new bull market has begun, but entry should be cautious. 1. Market sentiment has recovered, and the trading volume of altcoins on platforms such as Binance, Ouyi, and Huobi has surged, and funds have flowed into the AI, Layer2, and GameFi sectors; 2. The counterfeit rebound shows the characteristics of the early bull market, Bitcoin has stabilized, hot spot rotation has accelerated, and new projects have frequently been launched; 3. Whether to enter the market needs to be judged based on investment strategy: long-term investors can gradually build positions in leading projects, short-term traders can pay attention to opportunities in active currency bands, and try new coins in small positions to avoid chasing highs; 4. In the future, we need to observe whether Bitcoin can break through the previous high, the flow of funds on the three major platforms, the Fed's policies and on-chain activity and other key indicators to judge the sustainability of the market.